“Our consumer is doing great. The biggest is we don't have enough of them,” says Catch Co-Founder Eugene Remm on the higher-end restaurant consumer. “You really just have to create that authentic experience.”

'The deal's not done yet, but it's trending to where $NFLX likely is going to get 2 [NFL] games on Christmas,' says Puck’ John Ourand on Netflix's bid to secure NFL streaming rights. 'It's a massive deal not just for the NFL but for the entire sports community.'

“The big issue with any situation like this is that you take the express elevator up, and if the short sellers are gone because they've been squeezed out, you get the elevator shaft down,” says Herb Greenberg as $NVAX soars causing short sellers to lose nearly $200M in one day.

“Let the auto manufacturers produce the cars that American consumers actually want. Don’t try and dictate outcomes through government policy,” says Neil Chatterjee. “To me that’s a superior policy.”

Here are the companies with the biggest insider buys this week. $TRS $PENN $VSTS $CZR $MAC

“AI has multiple meanings,” says Plexo Capital’s Lo Toney as Big Tech's AI arms race heats up. “To Google, AI also means algorithmic invasion because Perplexity, OpenAI, they are obviously seeing the amount of money that $GOOGL makes and are coming directly at Google.”

“I think we’re going to see a December cut,” says Cleo Capital’s Sarah Kunst on potential interest rate cuts. “I don’t think we’re going to see one at the next meeting.”

'The market is looking at everything through the lens of inflation and we got some weaker reports,” says Crossmark Global’s Victoria Fernandez, CFA. “I think that’s telling the market there’s an opportunity for the Fed to cut rates maybe a little bit sooner.”

'Pershing Square Holdings has traded at steep discounts for years,' says Liz Hoffman as Bill Ackman appears to cash in on his 'anti-woke crusade.' 'There's really no explanation for it other than probably a referendum on the manager.' $PSHZF

“This is a clear sign that morale is low,” says Gene Munster as some $TSLA executives leave the company. “A month, two months, three months from now the people that are still there will pick up the slack and continue to march forward.”

There's a new phenomenon happening in the restaurant industry: virtual cashiers. Brian Sullivan speaks with Happy Cashier founder Chi Zhan.

There's a new phenomenon happening in the restaurant industry: virtual cashiers. Brian Sullivan speaks with Happy Cashier founder Chi Zhan.

'Uncertainty chills investment,' says Liberty Energy CEO Chris Wright on who Big Oil should back in the 2024 election. 'Biden is a boost in the short run but in the long run his pathway is the pathway is the pathway of Europe.'

Huy Fong halts sriracha production... and other stories in tonight's Quicker Than the Ticker. #QTTT

“This is a clear sign that morale is low,” says Gene Munster as some $TSLA executives leave the company. “A month, two months, three months from now the people that are still there will pick up the slack and continue to march forward.”

'Pershing Square Holdings has traded at steep discounts for years,' says Liz Hoffman as Bill Ackman appears to cash in on his 'anti-woke crusade.' 'There's really no explanation for it other than probably a referendum on the manager.' $PSHZF

“There’s an extra $35B a month that they’re rolling treasuries back in… that was synthetically an interest rate cut,” says Jeff Kilburg as the markets near all-time highs. “Investors feel good about that.”

'What's good for the oil industry is consistency in policy,' says Heidi Heitkamp on who Big Oil should back in the 2024 election. 'Neither side is offering that opportunity.' $XOM $CVX $COP

'I think what we're seeing is a short-term sugar rush specifically for used EVs,' says Car Dealership Guy's Yossi Levi as the used EV market heats up. 'This specific surge is due to simply the fact that new car prices dropped so quickly and the used EV tax credit.'

There's good news about electric vehicles. Brian Sullivan explains in his #RBI .