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Wall Street Breakfast

Markets smell a deal in D.C.

10 Nov 2025

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Stock index futures jump on reports of Senate breakthrough to end shutdown. (00:19) Taiwan Semi's (TSM) October revenue rises 17% YoY, below September’s surge. (01:50) Rumble (RUM) to buy German AI firm Northern Data (NDTAF) for $767 million in an all-stock transaction. (02:46)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: RUM, MTSR, and moreSA Asks: What are the best AI-focused ETFs right now?Duffy: Air travel will slow to a 'trickle' ahead of Thanksgiving if shutdown persistsTesla's Cybertruck head quits after eight yearsSign 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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