Chevron (CVX) agrees to acquire Hess (HES) in an all-stock deal. (0:15) The 10-year Treasury yield tops 5% for the first time since '07. (1:21) Morgan Stanley (MS) slammed as purposeless in downgrade. (3:29)Episode 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.Show NotesHealthcare, materials, real estate, and energy overweight by JefferiesBill Ackman pulls the plug on bond short positionHollywood strike: Actors, studios to resume negotiations

Wall Street Breakfast

Chevron buys Hess for $50 billion

Roche (RHHBY) to acquire Telavant (ROIV) (PFE) for $7.1B, adds new bowel disease therapy to pipeline. (00:22) Stonepeak agrees to buy shipping-container firm Textainer (TGH) for $50/share (update). (01:23) Japan antitrust watchdog to investigate Google (GOOG) (GOOGL) over search dominance - report. (02:32)Episode 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.Show links: Biggest stock movers today: Crypto-focused stocks, Roivant Sciences and moreEarnings week ahead: Amazon, Microsoft, Alphabet, Meta, Ford, GM and moreNew titles drive 10% jump in U.S. video game sales for SeptemberFoxconn said to face tax investigation in China, stock falls 2%

Roche to acquire Telavant

Rob Isbitts and Matthew Tuttle discuss focusing on the Fed, Magnificent Seven earnings and why a little bit of bullishness may be warranted (0:25). Loving and hating earnings season (8:30), bonds becoming really good competition for stocks (14:00).Episode 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.Show links:SPY: Halloween Comes Early - A Frightening Market Shows Risks Overwhelm Potential GainsRate Watching And Why The Bond Market MattersTBF: The Most Overlooked ETF In Today's Market, And A Key Companion To Covered Call ETF StrategiesThe Magnificent Seven Or The Mediocre Seven?The Stock Market Is Starting To Gradually Roll Over

Fed focus, loving + hating earnings season, bonds competing with stocks

Catalyst watch for the week of October 22. Seeking Alpha Senior Executive Editor Kim Khan on the release of Q3 GDP. (00:21) He also discusses Netflix (NFLX) earnings and the double digit increase following the sub growth and price hike announcement. (01:34) In addition, Kim gives an update on the sale of Manchester United. (05:28)Episode 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.Show links:Catalyst Watch: Tech earnings blitz, Qualcomm event and Stellantis revealsU.S. Retail Sales Confirms 4% GDP Growth Is On The CardsNetflix in charts: Total memberships rise again in Q3Qatari investors withdraw bid for Manchester United - report

Catalyst Watch: Q3 GDP, Netflix strong performance

SolarEdge (SEDG) revenue warning slams the sector. (0:15) Digital ad spending looking good. (2:00) Citi spies a hard landing. (3:35)Episode 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.Show NotesCoinbase legal chief expects SEC will approve a bitcoin ETF soonDividend Roundup: Dell, Lowe’s, Blackstone, Ford, and more

Solar stocks sink

Drug retailers, makers face mounting litigation over decongestant products. (00:25) Toyota (TM) works out deal with Tesla (TSLA) to adopt NACS charging standard. (02:27) Jazz Pharmaceuticals (JAZZ) exploring strategic options, including sale - Bloomberg. (03:15)Episode 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.Show links: Biggest stock movers today: SolarEdge Technologies, Intuitive Surgical and moreChina to restrict exports of key EV battery material graphiteMicrosoft paid top boss Nadella $48.5M in fiscal 2023Starbucks sues Workers United union over damaging social media postMarket investors aren’t as worried about the state of the world as they should be - Paul Singer

CVS pulls phenylephrine amid legal woes

The stock of the telecom giant are still at a good entry point. (1:10) Labor market still looks strong. (2:58) Cathie Wood's ARK says the bond market could be making a major mistake. (3:53)Episode 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.Show NotesGoldman's top tactical stock trades for earnings seasonPhilip Morris International tops profit estimates, generates record Q2 revenuePhilly Fed manufacturing rises less than expected in October

AT&T pops after earnings

Netflix (NFLX) jumps as it reports best sub growth in years, new price hikes. (00:26) Devon Energy (DVN) reportedly studying possible deals with Marathon Oil (MRO), CrownRock. (02:24) Pfizer (PFE) to price Paxlovid at $1,390 per course on commercial market: report. (03:17)Episode 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.Show links: Elon Musk: 'we dug out own grave' with Cybertruck; Tesla slumps premarketNestlé reports 9-month results; temporarily halts production in IsraelNokia reports Q3 results, reaffirms FY23 guidance and announces 14,000 job cutsJ&J considers third bankruptcy attempt over talc claimsDisney breaks out ESPN figures for first time; channel made ~$16B revenue in fiscal 2022

Netflix soars on record subs, price hikes

Wall Street cautious on semis with 'draconian' export curbs. (0:15) P&G (PG) reports strong organic sales. (3:15) Copper rises with China on track for 2023 growth target. (4:08)Episode 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.Show NotesTrillion-dollar tech titans have added additional $2.4T in market cap in past yearIsrael's shekel stays above key 4 handle vs. dollar as worries grow of escalationChina's President Xi Jinping unveils global AI governance initiative, amid US chip curbs

Chips fall where they may

Foxconn (FXCOF), Nvidia (NVDA) tie up to build AI factories. (00:25) Microsoft (MSFT) said to sell $1B in 365 cloud tools to Amazon (AMZN): report. (01:18) RE/MAX says September home sales saw Y/Y decline of 17%. (02:11)Episode 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.Show links: Biggest stock movers today: United Airlines, Viking Therapeutics and moreVMware falls amid report about China's review of Broadcom deal (update)U.S. Bancorp stock spikes as Fed exempts firm from Category II requirementsNetlist plunges amid 9th Circuit Court appeals ruling in Samsung fight (update)

Foxconn, Nvidia tie up to build AI factories

The 10-year Treasury yield jumps more than 20 basis points in two sessions. (0:15) Writedowns continue to hamper Goldman earnings. (2:00) The Animal Spirits Index shows spooked investors. (3:47)Episode 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.Show NotesConsumers power on, driving stronger-than-expected September retail salesBank of America Q3 earnings climb on higher rates, Global Markets improvementBaidu launches new AI model Ernie 4, setting stage for rivalry with OpenAI's GPT-4

Bond market slipping its anchor

Lockheed Martin (LMT) passes key test for next-generation missile defense. (00:28) U.S. to announce deal easing sanctions on Venezuelan oil - report. (01:38) Allstate (ALL) gains amid report activist Trian has taken a stake. (02:31)Episode 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.Show links: Biggest stock movers today: Ericsson and NetScout SystemsJohnson & Johnson's Q3 results set to be first report after separation of KenvueTempest Therapeutics continues wild ride as stock rallies 85% (update)FDA grants expanded approval for Merck's lung cancer drug Keytruda

Lockheed Martin clears next-gen test

Rite Aid (RAD) files for Chapter 11 bankruptcy. (00:22) Albemarle (ALB) withdraws $4B offer for Liontown Resources (LINRF). (01:33) Sony (SONY) in talks for potential purchase of Disney's (DIS) India business - report. (02:04)Episode 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.Show links: Biggest stock movers today: Lululemon Athletica, Manchester United and moreCrypto meets luxury: Ferrari confirms it will accept bitcoin and ethereum for car paymentsCarl Icahn claims his short bet against malls may be rigged - reportEarnings week ahead: Tesla, Bank of America, AT&T, Netflix, American Airlines and more

Rite Aid files Chapter 11

Steven Cress, head of Quantitative Strategy at Seeking Alpha, discusses dividend stocks for when markets are sliding (0:25). Focusing on dividend growth and safety, not high yields, and why dividend stocks are still attractive when money market yields are high (3:40). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcast.Show Notes:Dive Into Dividends: 14 Must-Have Stocks When Markets DipTop Dividend StocksEpisode transcripts 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.

Dividends for a sliding market with Steven Cress

Catalyst watch for the week of October 15. Seeking Alpha Senior Executive Editor Kim Khan on the release of September retail sales next week and what the numbers say about the health of the economy. (00:21) He also discusses the impact of weight loss drugs on different stocks, most notably Ozempic by Novo Nordisk (NVO). (03:24) Julie gives a brief earnings preview of Netflix (NFLX), Tesla (TSLA) and Taiwan Semiconductor Manufacturing (TSM). (02:00)Episode 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.Show links:Consumer price index comes in a touch hotter than expected in SeptemberNovo Nordisk to stop late-stage kidney failure trial as interim data shows efficacyTaiwan Semiconductor likely to receive waiver from Chinese export control curbsTesla headwinds include a sales deceleration in China and price cuts in the U.S.Netflix changes ad chiefs with growth shaping up as a struggle

Catalyst Watch: Weight loss drugs make an impact

Seeking Alpha's Wall Street Breakfast brings investors the top news every morning and afternoon. It's all the news you need to know for your market day. Transcripts available on Seeking Alpha:seekingalpha.com/wsb

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Wall Street Breakfast

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