Intapp makes its AI case
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How is Intapp integrating its legal AI expertise into ChatGPT Enterprise?
Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning. It's finally Friday, September 18th. I'm Julie Morgan. NTAP shares have perked up 1.4% in pre-market action after revealing a new partnership with OpenAI. Shares were up as much as 4% post-market on Thursday. NTAP provides software for highly regulated industries such as law, accounting, and investment banking. Celeste, NTAP's expert AI co-worker, is now a plug-in for ChatGPT Enterprise. The integration brings a law firm's proprietary client context, methods, matters, and institutional knowledge into ChatGPT Enterprise.
Why are data‑center constructions boosting demand for work boots at Boot Barn?
Boot Barn is experiencing increased demand for work boots due to the construction of data centers. CEO John Hazen said at the Goldman Sachs Global Consumer and Retail Conference this week that they've always had a business where they would sell to oil and gas firms, construction firms, and also bulk orders to someone who might want to outfit their entire team in work boots. He went on to say that. More and more often, those are data centers. In terms of planning, Boot Barn is mapping all the different data center construction and planning to sell in bulk when it can. Sales growth in Boot Barn's work boot segment has been strong for five consecutive quarters, a trend that could continue as data center construction in the US ramps up even further.
Shares of Boot Barn are down nearly 14% for the week. week amid concerns on consumer discretionary spending.
What does the new nationwide Costco‑DoorDash partnership mean for grocery delivery?
You have more options now to get your Costco order delivered right to your doorstep. Costco said Thursday is partnering with DoorDash to offer delivery from its US warehouse doors. DoorDash already offers Costco delivery in a few markets, including Australia, Sweden, and Puerto Rico. The nationwide partnership is a first for DoorDash, which said Costco was among the most search retailers not yet on its US platform. DoorDash said it would deliver groceries, household items, and electronics from all Costco's US stores. On Tuesday, Uber Eats said it was expanding Costco delivery nationwide. Like Doordash, Uber Eats already provides delivery from Costco in other countries including Japan, France, Spain, Canada, and Mexico.
Costco has offered delivery through Instacart for nearly a decade.
How are Nvidia’s chip plans, Chinese AI models, and Amazon’s Prime settlement shaping the AI landscape?
Now for a look at a few other articles that are trending, Jensen Wong says NVIDIA will double chip volume next year amid strong AI demand. Chinese AI models are reportedly getting a fraction of open AI and anthropic revenue despite lower costs. And Amazon is ordered to expand its payment and eligibility threshold under the prime settlement. I have one item on our catalyst to watch for the day. The stock market could see extra volatility with Triple Witching Day featuring the simultaneous expiration of stock options, stock index futures, and stock index options contracts. On Wall Street at this early hours, stock index features are in the green. Crude oil is down 0.4% at 101 a barrel. Nucore and Steel Dynamics are on our biggest movers list.
What market factors are driving volatility on Triple Witching Day?
NUE is down 2% and STLD is also down 2%. Shares slid after both Steelmakers issued Q3 earnings guidance below Wall Street expectations. And I have one item for you on today's economic calendar at ten AM leading indicators. That's it for today's Wall Street Breakfast. Thanks for listening. To take full advantage of Seeking Alpha with coverage on significant stocks and ETFs, become a premium subscriber. Check out SeekingAlpha.com slash subscriptions. I'm your host, Julie Morgan. Go out and make it a great day.
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Chapters
5 chapters
1
How is Intapp integrating its legal AI expertise into ChatGPT Enterprise?
0:01–0:48
2
Why are data‑center constructions boosting demand for work boots at Boot Barn?
0:48–1:43
3
What does the new nationwide Costco‑DoorDash partnership mean for grocery delivery?
1:43–2:36
4
How are Nvidia’s chip plans, Chinese AI models, and Amazon’s Prime settlement shaping the AI landscape?
2:36–3:32
5
What market factors are driving volatility on Triple Witching Day?
3:32–4:11