Wall Street Breakfast

SpaceX, Tesla and Meta earnings put AI spending in focus. (0:17) Anthropic’s AI oversight plan. (2:07) Elon Musk promises a ‘sentient’ Roadster. (2:39)

Show Notes
Earnings Calendar
Dividend Roundup

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Tesla's (TSLA) Roadster is going airborne. (00:14) 3M (MMM) is fighting a $1.38B PFAS lawsuit. (01:19) KFC (YUM) just picked Coke (KO) over Pepsi (PEP). (02:14) 

Episode transcripts seekingalpha.com/wsb.

Show links:

Biggest stock movers Friday: TSLA, CNS, and more 
Southwest Airlines expands loyalty benefits, adds premium travel offerings

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Anthropic's revenue growth slows, raising questions about AI spending. (0:14) Wholesale inflation surges, but Treasury yields slide. (1:08) FMC plunges after slashing outlook. (2:24)     

Show Notes
Car dealerships grapple with delayed repairs

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CoreWeave's (CRWV) CEO blames stock price drop on an irrational market. (00:13) Apple (AAPL) joins Nvidia (NVDA) in the $5T club. (01:47) Wrangler (KTB) is getting the spotlight. (02:18) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: RKLB, ERIC, and more

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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?

Episode transcripts seekingalpha.com/wsb.

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