Wall Street Breakfast

Federal prosecutors open criminal investigation into Fed Chair Powell - NYT. (00:14) Allegiant (ALGT) to acquire Sun Country (SNCY) in $1.5B cash-and-stock deal. (01:42) Meta removes 550,000 accounts across its social media platforms in compliance with the under-16s ban. (02:30) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: Credit card firms, SNCY, WMT and mo...

Banks usher in Q4 earnings with JPMorgan setting the tone . (0:17) December CPI puts shutdown distortions to the test. (1:14) Trump floats a 10% cap on credit card interest rates. (1:53) 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, subscrib...

America vs. Venezuela (0:25). Memory, storage stocks soar; AI trade moving to different sectors (3:30). Jobs data this week just fine (6:15). Roblox's longer-term decline (10:00). Thoughts on the market in 2026 (14:00). Episode transcripts: seekingalpha.com/wsb Show links:  Sandisk surges after report indicating company could double price of 3D NAND for enterprise SSDs Trump shared some December j...

Supreme Court may decide fate of Trump's tariffs on Friday. (00:22) Alibaba (BABA) shares jump on potential China approval of Nvidia (NVDA) H200 imports. (01:33) Bob Iger: Disney (DIS) will continue to expand its investment in China. (02:31) Episode transcripts seekingalpha.com/wsb . Show links:  Take the news quiz Biggest stock movers Friday: TLRY, AXTI, and more Trump's tilt towards crypto remai...

JPMorgan Chase acquiring the Apple Card business from Goldman Sachs. (0:15) Costco rallying ahead of tariffs decision. (1:19) BlackRock is not Blackstone. (1:46) Show Notes Top stock picks for January’s ‘dash to trash’ 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 A...

Defense stocks rebound after-hours as Trump proposes $1.5T ‘Dream Military’ budget plan. (00:23) Ford (F) to get eyes-off driving tech , starting with $30,000 EV in 2028. (01:53) Alphabet (GOOG) (GOOGL) is worth more than Apple (AAPL) for the first time since 2019. (02:16) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: Defense stocks, and more Nvidia seeks f...

Ryan Cohen only gets paid if GameStop reaches meme-era market cap. (0:15) Warner’s board hits Paramount with the Heisman . (1:28) Job openings at lowest level since ’24 . (2:13)  Show Notes New GIFsentiment indicator gauges market mood Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subsc...

Micron (MU), Sandisk (SNDK), memory stocks continue to soar amid AI demand. (00:24) Chinese officials review Meta's (META) $2B acquisition of AI startup Manus - FT. (01:36) Chat app Discord confidentially files for an IPO - report. (02:30) Episode transcripts seekingalpha.com/wsb . Show links:  Top 10 Stocks for 2026 Biggest stock movers Wednesday: VTYX, MBLY, and more GE HealthCare rejects unsoli...

D-Wave Quantum says it’s solved a massive wiring problem. (0:15) AI and robots at CES . (0:57) Nio’s 1,000,000th vehicle rolls out of the factory . (2:16) Show Notes Odds of U.S. annexing Panama Canal shoot up The biggest stock surprise of 2026?   Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend gr...

Hilton (HLT) faces DHS ire after ICE agents were denied rooms at Minneapolis hotel. (00:26) Hawaiian Electric (HE) reaches $47.75M shareholder settlement over wildfires. (02:02) Clarivate (CLVT) unveils 2026 Drugs to Watch highlighting 11 promising therapies. (02:48)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: ZETA, MCHP, and more AMD unveils Zen 5–powere...

Fox has the option snap up 18.6% of Flutter’s FanDuel. (0:15) Wegovy once-daily pill now on sale . (1:32) Amazon launches Alexa.com . (2:34) Show Notes Steve Cress’ Top Stocks for 2026 – sign up today Howard Marks on an AI bubble Manchester United sack another manager       Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stoc...

Crude oil pares losses as traders assess U.S. move that ousted Nicolás Maduro. (00:22) TSMC ( TSM ) stock surges most since April as Goldman lifts target by 35%. (02:06) Samsung ( SSNLF ) plans to double Gemini-powered mobile devices in 2026 - report. (02:47) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: Crypto stocks, MANU, and more Precious metals gain as V...

Nvidia and AMD expected to generate buzz at CES this week. (0:17) Versant Media to start trading . (1:59) Oil in focus with U.S. to ‘run’ Venezuela . (2:34) 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 .

Nasdaq, S&P, Dow futures advance to kick off 2026. (00:13) Trump delays tariff hikes for upholstered furniture, kitchen cabinets. (01:18) Berkshire Hathaway ends lower on Warren Buffett's final day as CEO. (02:29) Episode transcripts seekingalpha.com/wsb . Show links: Top Stocks 2026 Biggest stock movers Friday: BIDU, NIO, and more What analysts are predicting for 2026 Bain Capital enters $344...

What’s in store for craft brewing next year? (0:16) Nike CEO buying . (2:09) Michael Burry on Tesla . (3:12) Show Notes All J.P. Morgan’s stock picks for 2026 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 .

Seeking Alpha’s 2025 year in review spotlights the stories that mattered most to subscribers, tracking the headlines that shaped markets month by month. From AI and tech debates to tariffs, bond market volatility, political clashes, and an historic government shutdown, investors were forced to constantly reassess risk and opportunity. Episode transcripts seekingalpha.com/wsb . Show links:  Top Sto...

SoftBank has fully  funded its $40 billion investment in ChatGPT. (0:15) Warner set to snub Paramount again . (1:08) China overtakes Japan in global auto sales . (2:02) Show Notes Is silver in a bubble? Quant vs. Analyst Steve Cress’ Top Stocks for 2026 – sign up today Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock qua...

Meta to acquire Singapore-based Manus for AI agent capabilities. (00:20) Boeing (BA) scores $8.6B contract to build aircraft for Israel Air Force. (01:09) Novo Nordisk (NVO) cuts Wegovy price in China. (01:56) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: New Era Energy & Digital and Society Pass SA Asks: Would SpaceX stock be a good investment? Silver s...

Spot silver sinks 9% after a huge December rally. (0:15) Nvidia, AMD will kick off CES Vegas . (2:44) Next year looks huge of movie toy tie-ins . (3:11) Show Notes Evercore’s top internet stock for 2026     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...

Coupang (CPNG) promises over $1 billion compensation for data leak victims. (00:24) China's private rocket company LandSpace prepares to stand against Elon Musk's SpaceX - report. (01:16) New York to require mental health warning labels on social media platforms. (02:21) Episode transcripts  seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: Coupang, Sable Offshore Trump says 'thorny...

Consumer sentiment revised lower for December as year-ahead inflation expectation revised up a tick. Tech giants brace to spend billions more in CapEx as AI race heats up.  2026 S&P 500 Outlook : I'm The Lone Bull In The China Shop. Episode transcripts seekingalpha.com/wsb . Show links:  Top Stocks 2026 Jack Bowman-Bowman Capital Management Investment News Quiz - Friday, Dec. 26 Tariffs: Lates...

BP to sell 65% stake in Castrol to Stonepeak. (00:24) UiPath (PATH), Versant Media (VSNTV) to join S&P MidCap 400 and SmallCap 600. (01:13) Waymo (GOOG) (GOOGL) plans to update software across fleet after San Francisco power outage. (01:44) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: DVAX, NKE, and more Bessent sees GDP jump leading to increased hiri...

Novo Nordisk (NVO) rises as FDA approves Wegovy pill for obesity. (00:24) Mercedes (MBGAF) to pay $150M settlement over diesel scandal. (01:09) ByteDance (BDNCE) plans $23B capex for 2026 with focus on AI infrastructure - FT. (01:57) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: ZIM, NVO, and more The ‘Santa Claus rally’ is here, now prepare for the ‘January...

Microsoft’s Nadella gets hands-on as AI competition heats up. (0:15) Larry Ellison backs Paramount’s bid for warner with his own money . (1:32) Cuba faces ruin without Venezuelan oil . (2:18) Show Notes Things that WON’T Happen in 2026 Steve Cress’ Top Stocks for 2026 – sign up today       Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analy...

Gold (XAUUSD:CUR) soars past $4,400 on rate-cut bets as silver explodes to historic high. (00:24) Waymo (GOOG) (GOOGL) resumes robotaxis after blackout in San Francisco. (01:44) Baidu (BIDU) partners with Uber, Lyft to test Apollo Go robotaxis in UK . (02:45) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: ABVX, RKLB, and more Italy's antitrust body fines $115...