Wall Street Breakfast
Wall Street Breakfast
Seeking Alpha
Big tech earnings take center stage
9 minutes Posted Nov 2, 2026 at 6:14 pm.
Falling oil prices lift stocks; AI trade looks calmer
Is the tech selloff a buying opportunity?
Marvell/Lumentum deal - smart, but weird timing
Apple and Palantir face critical earnings tests
0:00
9:12
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Show notes
Falling oil prices lift stocks; AI trade looks calmer (0:35) Is the tech selloff a buying opportunity? (1:40) Marvell/Lumentum deal - smart, but weird timing (4:05). Apple and Palantir face critical earnings tests (6:50)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.