How to assess the September jobs report in the absence of BLS data. (00:25) Apple (AAPL) drops ICEBlock app from App Store after Trump DOJ demand. (02:36) USA Rare Earth stock jumps 10% after CEO says in talks with Trump admin - report. (03:26)Episode transcripts seekingalpha.com/wsb.Show links:Â Take the Quiz: Investment News Quiz - Friday, Oct. 3Biggest stock movers Friday: AMAT, RUM, and moreTesla (TSLA) shareholder group calls on investors to reject Elon Musk's $1T pay planYouTube to carry NBCUniversal's full portfolio under new long-term distribution pactGoogle VP says company plans to spin off life sciences unit Verily: 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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6:33
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6:33
AOL back in the merger game
Italy’s Bending Spoons is close to buying the company that once bought Time Warner.  (0:15) Major music labels close in on AI deal. (1:04) Berkshire-Hathaway buys OxyChem. (1:34)  Show Notes12 top takeover targets in techCaterpillar emerges as the new AI playEpisode 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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5:33
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5:33
Half a trillion and counting
OpenAI dethrones SpaceX as world's most valuable startup. (00:21) White House halts ~$26B in funding for infrastructure, climate projects. (00:53) Amazon (AMZN) introduces a new private label aimed at Costco's (COST) Kirkland and Walmart's (WMT) Great Value lines. (02:31)Episode transcripts seekingalpha.com/wsb.Show links:Biggest stock movers Thursday: RKT, STLA, and moreApple tables Vision Pro sequel to pursue smart glasses: reportTrump holding off on pharma tariffs to negotiate more deals - reportSA analyst upgrades/downgrades: NVDA, IONQ, GIS, MPCSign 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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5:03
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5:03
ADP steals spotlight and reports jobs losses
With BLS down to one person, ADP payrolls jolt market with 32K drop.  (0:15) White House withdraws BLS chief nominee. (1:39) Supreme Court halts immediate ouster of Fed’s Lisa Cook. (1:55)  Show NotesNike up on turnaround enthusiasmReddit slumps as ChatGPT citations dropChina’s Golden Week kicks offEpisode 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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4:44
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4:44
Senate vote triggers government shutdown, data delays
U.S. government shutdown officially begins. (00:22) Taiwan says no to making 50% of its chips in U.S. (01:33) Nvidia (NVDA) tops $4.5 trillion market cap. (02:10)Episode transcripts seekingalpha.com/wsb.Show links:Â Biggest stock movers Wednesday: LAC, NKE, and moreS&P 500 clocks strongest Q3 performance since 2020UBS: U.S. lumber tariffs could add $8,900 to cost of building a homeNike signals 20% running business growth and outlines ongoing China, digital, and gross margin headwinds through fiscal 2026Sign 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
South Africa