We need to talk about Intel (and Nvidia) (0:30). FedEx earnings, macro worries (3:00). Fed dot plot, more cuts coming (4:30). Tesla churning higher (8:30). Caterpillar soaring (11:10). Darden drops (14:15).Show NotesThe Paradigm Shift No Investor Can IgnoreNvidia And Intel: More Than Just Strategic Messaging, Why Both Need ItEpisode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
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15:35
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15:35
FedEx delivers earnings surprise
FedEx (FDX) rallies after topping profit expectations, updating on business split; UPS also higher. (00:22) Activist investor Biglari targets Cracker Barrel (CBRL) CEO in eighth proxy fight. (01:40) Novo Nordisk (NVO) reduces its U.S. sales team for obesity and diabetes education: Reuters. (03:03) Episode transcripts seekingalpha.com/wsb.Show links: Take the Quiz: Investment News Quiz - Friday, Sept. 19Biggest stock movers Friday: XXII, FDX, UPS, and moreNvidia hires Enfabrica CEO and licenses AI startup's tech for over $900M: reportJudge rules Amazon violated consumer law in Prime billing caseDeutsche Bank CEO Christian Sewing to face multimillion-dollar lawsuit - reportSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
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6:12
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6:12
Jimmy Kimmel pulled from airwaves
ABC (DIS) pulls Jimmy Kimmel’s show off-air over Charlie Kirk remarks. (00:22) Huawei unveils new AI chip roadmap to challenge Nvidia (NVDA), plans four Ascend releases by 2028. (01:43) Krispy Kreme (DNUT) goes on a wild ride after FBI Director Kash Patel calls it a 'good investment' opportunity. (02:49)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: IONQ, CBRL, and moreNovo Nordisk’s Wegovy pill delivers 16.6% weight loss in people with obesityTrump tariffs could fund a bailout package for U.S. farmers, agriculture secretary tells FTOpenAI & SoftBank's Japan AI venture delayed - reportSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
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6:14
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6:14
Fed cuts rates for first time this year
Fed cuts rates by 25 basis points with one dissent. (0:15) Dot plot pencils in two more cuts this year – barely. (1:11) Powell calls move ‘risk management.’ (1:42)Show Notes6 stocks for a Fed rate cutEpisode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
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3:32
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3:32
Markets watch Fed as US, UK seal $42B tech deal
US-UK tech pact: Trump visit marks $42 billion investment in AI, quantum, nuclear. (00:29) House votes to cede tariff powers to president - report. (01:52) Workday (WDAY) rises after Elliott reveals $2B stake, cites strong progress. (02:39)Episode transcripts seekingalpha.com/wsb.Show links: Listen: Historic Day At The Fed With Danielle DiMartino BoothBiggest stock movers Wednesday: NFE, WDAY, and moreTop 10 S&P 500 performing stocks ahead of the Fed's rate decisionRCI Hospitality Holdings executives indicted on bribery, conspiracy, and criminal tax fraud - updateChinese tech stocks extend rally as AI spending spree intensifiesSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.Transcripts: seekingalpha.com/wsb
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