Wall Street Breakfast

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) 

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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?

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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) 

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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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