Wall Street Breakfast

Netflix submitted a mostly-cash bid for Warner’s studio and HBO Max. (0:15) Michael Burry says Tesla is ‘ ridiculously overvalued .’ (0:41) Amazon aims for delivery in less than 30 minutes . (1:19)     Show Notes Marvell looking to buy Celestial AI Episode transcripts: seekingalpha.com/wsb   Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant scores, dividend...

New York State Gaming Commission approves casino licenses (0:25). Accenture higher after partnership with OpenAI, Zootopia 2 dominates (2:00). ISM Manufacturing Index slips (3:00). Wedbush shaking up AI trade basket (4:00). Show Notes:   U.S. stocks turn lower, crypto falls while yields rise at the start of December Episode transcripts:  seekingalpha.com/wsb Sign up for our daily newsletter  here...

Carry-trade worries grow as Japen yields hit levels not seen since 2008 . (0:15) Databricks is looking at a valuation of $134B . (1:36) Trump says he now knows who he’ll pick as next Fed chair . (2:11) Show Notes  Accenture now calling employees 'reinventors'   Episode transcripts: seekingalpha.com/wsb   Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant sco...

Salesforce, C3.ai, Marvell, Kroger, Snowflake and Dollar Tree will report . (0:17) Black Friday online sales hit $11.8 billion . (1:59) ChatGPT turns 3 . (2:35) Show Notes Swiss shoot down 50% inheritance tax Earnings Calendar 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 Se...

Record number of shoppers expected to turn out during Thanksgiving weekend -- NRF. SA Asks: How will retailers fare this holiday season? Happy returns for holiday shopping season? Episode transcripts seekingalpha.com/wsb . Show links:  Jack Bowman | Seeking Alpha Take the quiz: Investment News Quiz - Friday, Nov. 28 Biggest stock movers Friday: BITF, and more E-commerce sales surged in October ami...

Consumers have already spent about $79.7 billion online this holiday season. (0:15) White House green lights ‘ Rush Hour 4 .’ (1:50) OpenAI forecasts 220 million paying for ChatGPT. (2:13) Show Notes 3D printed chicken? 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...

HP (HPQ) slides after it unveils weak forecast, job cuts . (00:25) Trump admin negotiates 71% discount on Ozempic, Wegovy (NVO) for Medicare patients. (01:34) Foxconn gets approval to invest additional $569M in Wisconsin. (02:17) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: DELL, HPQ, and more 'Rush Hour 4' in the works after Trump's push to revive series...

Paramount, Netflix and Comcast have all put in bids . (0:14) Stocks keep recently rally going . (0:57) HP slumps post-earnings . (1:17) Show Notes The 2025 turkeys 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 .

Nvidia (NVDA) stock drops after report of Meta considering multi-billion-dollar deal for Google AI chips. (00:25) Bed Bath & Beyond (BBBY) to acquire The Brand House Collective (THBC) in $26.8M deal. (01:20) Spotify (SPOT) plans to increase U.S. subscription charges in Q1 2026 - report. (02:31) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: NVDA, ZM, and...

The Nasdaq rallies more than 2% . (0:15) Novo Nordisk sinks after weight-loss drug falls short on Alzheimer’s test. (1:25) Michael Burry’s big reveal falls short. (1:36) Show Notes Chip stocks surge 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 .

Ubisoft gains as Tencent invests in studio behind Assassin’s Creed, Far Cry, Rainbow Six. (00:20) Trump expected to announce ' framework ' to cut health costs - report. (01:13) Michael Burry's big stay-tuned reveal is ... a Substack ? (02:26) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: PONY, MP, and more SA: What are the best defensive stocks right now? Sal...

Alibaba reports earnings Tuesday: time or buy or sell ? (0:40) Michael Burry teases Tuesday announcement. (1:33) DOGE ‘ doesn’t exist ’ anymore. (2:16) Show Notes 50 stocks that mean the most to hedge funds Earnings Calendar Dividend Roundup Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades,...

Nvidia earnings - strong results driven by data center growth, but shares slip as markets turn cautious (0:25). Bitcoin drops below $83K, crypto weakness spreads (1:10). Retail earnings: Home Depot vs. Lowe’s; Walmart vs. Target (1:50). Fintech & BNPL pressure (4:20). September jobs data: negative revisions revive recession worries; unemployment rises (5:45). Tariff rollbacks and mixed Fed sig...

Trump drops 40% tariffs on Brazilian beef, coffee amid rising food prices. (00:22) Joby Aviation (JOBY) accuses rival Archer Aviation (ACHR) of corporate espionage . (01:26) PepsiCo (PEP) preps for its prebiotic drink launch. (02:16) Episode transcripts seekingalpha.com/wsb . Show links:  Take the news quiz: Investment News Quiz - Friday, Nov. 21 Biggest stock movers Friday: GAP, ESTC, and more Wa...

Wall Street analysts loved what they saw from Nvidia earnings . (0:15) Long-awaited September jobs report shows solid payroll gains . (1:10) Walmart benefits as consumers eye value. (2:21) Show Notes This bond action could signal the end of the equity bull market   Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant sc...

Long-delayed September nonfarm payrolls expected to be relatively steady vs. August. (00:24) Netflix (NFLX) will keep releasing Warner Bros. (WBD) films in theaters if it bought the studio - report. (01:37) ByteDance's valuation soars to $480 billion in share auction - report. (03:01)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: NVDA, PANW, and more Nvidi...

Xiaomi’s EV division makes profit for the first time. (00:23) Workday (WDAY) to buy AI integration platform Pipedream . (01:04) Brookfield (BAM) targets $10B for AI infrastructure fund , investors include Nvidia (NVDA) - report. (01:41)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: PLUG, ON, and more 'Relax,' selloff is just P&L protection - Nomura El...

Major apps like ChatGPT and X face disruptions . (0:15). Home Depot blames ‘ no storms ’ for weak comps. (1:49) Google CEO says nobody immune to an AI bubble pop . (2:37) Show Notes Goldman’s best AI productivity stocks Why traders are watching this key S&P level     Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock q...

Bitcoin (BTC-USD) briefly slides below $90K for the first time in seven months. (00:23) Amazon (AMZN) raises $15B in first U.S. bond sale since 2022. (01:28) Google's (GOOG) (GOOGL) AI-fueled travel search engine sends online travel stocks into the red. (02:44) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: OWL, AXTA, and more Nio's right-hand drive model Fir...

Bezos will be co-chief executive of Project Prometheus . (0:15). Alphabet rallies as Berkshire Hathaway discloses stake . (1:16) UBS could relocate to the U.S. (2:05) Show Notes Netflix 10-for-1 stock split goes into effect     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...

Apple (AAPL) said to step up CEO succession planning as Tim Cook may leave next year. (00:26) Trump’s $2,000 tariff rebate may need Congress nod, Bessent says. (01:16) Franchisee of Dairy Queen rival files for bankruptcy protection. (01:42) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: QUBT, XPEV, and more Hidden homeownership costs hit nearly $16,000 a year,...

Will the market’s most important company shine or disappoint ? (0:17) Disney back on YouTube . (2:10) Apple prepares iPhone overhaul . (2:40) Show Notes  Earnings Calendar Dividend Roundup 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.co...

Market mood is mercurial and jittery (0:20). Cisco vs. Oracle: a split in AI infrastructure plays (0:55). The challenge of high valuations and why Nvidia's upcoming report is a major market catalyst (3:05). Pharma stocks rally while Bitcoin slumps, signaling declining risk appetite (5:00). Stablecoin growth, higher expenses, and interest-rate pressures on Circle (6:30). Retail surprise: Dillard’s...

Merck (MRK) seen nearing acquisition of Cidara Therapeutics (CDTX) in deal potentially above $3.3 billion. (00:23) U.S., Argentina to open markets to key products in trade framework . (01:08) DoorDash (DASH) reveals October cybersecurity breach impacting its platform. (02:04) Episode transcripts seekingalpha.com/wsb . Show links:  Take the quiz: Investment News Quiz - Friday, Nov. 14 Biggest stock...

Burry wound up his fund just days after disclosing bets against AI trade. (0:15). Disney tumbles on TV, film weakness. (1:55) AI trade could kill buybacks . (3:39) Show Notes A Michael Burry Wall Street timeline Stocks fall in big risk-off move as Tesla, Nvidia sink Target tells employees to smile Verizon announces big layoffs     Episode transcripts  seekingalpha.com/wsb . Sign up for our daily n...