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CoreWeave's CEO defends his AI infrastructure company's fundamentals after shares fell more than 15%, while a Gartner report predicted most 'neo-clouds' will not survive past 2030. Separately, Apple closed above a $5 trillion market value, and Kontoor Brands received a buy upgrade after divesting Lee Jeans.

On October 14, 2026, the UK holds its annual budget, the country's main fiscal event, where the Chancellor updates tax and spending plans to meet a self-imposed rule of balancing the current budget by year three of the forecast. Morgan Stanley's Bruna Skarica argues the UK has made notable fiscal progress, with a small primary deficit compared to France and the US, while Andrew Sheets notes that strong equity, currency and growth surprises have been offset by downbeat sentiment and uncertainty over the Bank Rate path and gilt yields.

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? 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.

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) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Wednesday: DELL, LQDA, ENVX and more SpaceX launches 35th NASA cargo mission with medical research to ISS 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.

Our Head of Asia Credit Strategy Kelvin Pang explains why investors would benefit from a broader fixed income market in Asia, with opportunities across more countries, local-currency credit and dollar-denominated bonds. Read more insights from Morgan Stanley.

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 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.

FUN stock plunges as fatal incident shakes Six Flags. (00:14) Disney (DIS) steps in as Character.AI files chapter 11. (00:53) Micron (MU) unleashes a record buyback. (01:50) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Tuesday: SIX, MU, and more Kroger to eliminate 3,000 corporate jobs in three-year AI restructuring 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.

Energy costs are a key election issue and AI data centers are adding to the debate. Our Head of Public Policy Research Ariana Salvatore looks at policy discussions in Washington that could determine how the U.S. powers its next technological boom. Read more insights from Morgan Stanley.

Robert Hall and Michael Woodford win the econ Nobel. (0:14) Anthropic’s multiyear cloud deal with IREN. (1:21) Does the AI boom echo the ‘97 Asian financial crisis? (2:22) Show Notes Drinks entrepreneur makes big Churchill Downs bet 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.