Wall Street Breakfast

Hotter core inflation sends Treasury yields climbing again. (0:14) BofA slumps after disappointing Q3 profit. (1:35) Netflix plans its biggest round of layoffs in four years. (2:22)     

Show Notes
Who’s doing the earnings heavy lifting?

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Treasury hits BofA (BAC) with $1.2B in penalties ahead of earnings. (00:14) ASML sees AI demand outrunning supply for years to come. (01:29) Barclays downgrades three tech names (DELL) (HP) (NTAP). (02:13) 

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Wednesday: DELL, LQDA, ENVX and more
SpaceX launches 35th NASA cargo mission with medical research to ISS

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JPMorgan misses earnings forecasts as big banks kick off reporting. (0:14) UnitedHealth raises its full-year outlook for the third time. (1:24) Fund managers pile into tech stocks at a six-year high. (2:39). 

Show Notes
Pharma Bro back in government sights  

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FUN stock plunges as fatal incident shakes Six Flags. (00:14) Disney (DIS) steps in as Character.AI files chapter 11. (00:53) Micron (MU) unleashes a record buyback. (01:50) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: SIX, MU, and more
Kroger to eliminate 3,000 corporate jobs in three-year AI restructuring

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Robert Hall and Michael Woodford win the econ Nobel. (0:14) Anthropic’s multiyear cloud deal with IREN. (1:21) Does the AI boom echo the ‘97 Asian financial crisis? (2:22)     

Show Notes
Drinks entrepreneur makes big Churchill Downs bet  

Episode transcripts seekingalpha.com/wsb.

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