Wall Street Breakfast

After two down years in a row, history suggests Santa will return this week. (0:17) Q3 GDP is due. (1:15) Bill Ackman wants to help SpaceX go public. (1:36) Show Notes Top tech picks for 2026 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 Premi...

Micron ( MU ) earnings take it to a new high (0:45). EV check-in with Ford (2:40). Rivian rally (4:45). Tesla quietly drifting higher (6:30). Economic data catching up after government shutdown (8:30). Show links:  Micron signals further gross margin expansion as AI-driven demand strains supply into 2026 Tesla stock scales a new record high for the first time in nearly a year Ford's ESS strategy c...

TikTok (BDNCE) agrees to new joint U.S. venture . (00:24) Instacart (CART) settles FTC claim over deceptive practices . (01:25) Nike (NKE) targets double-digit EBIT margins through sport offense and operational efficiency. (02:28) Episode transcripts seekingalpha.com/wsb . Show links:  Top Stocks 2026 Biggest stock movers Friday: NNE, CORZ, NKE and more Sony to take over Snoopy, Peanuts franchise...

Trump Media’s $6B merger with fusion company TAE. (0:15) Inflation drops – with caveats . (1:30) OpenAI valued at $750B . (3:21) Show Notes Top 10 market risks for 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 analyst ratings, stock quant scores, dividend grades, subscribe to Seeki...

Activist investor Elliott takes over $1 billion stake in Lululemon (LULU) - report. (00:26) Micron (MU) forecasts $100B HBM market by 2028 as supply tightness persists through 2026. (01:28) Hedge fund in talks to potentially buy Warner Bros. (WBD) TV assets , including CNN - report. (02:16)   Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: MU, LULU and more U...

Oil bounces after Trump orders blockade of sanctioned tankers off Venezuela. (00:23) Affirm (AFRM) CFO says consumer 'feels quite healthy '. (01:38) Rail unions sound alarm on $85B Union Pacific (UNP)-Norfolk Southern (NSC) merger over safety and cost concerns: report. (02:17)  Episode transcripts seekingalpha.com/wsb . Show links:  Top Stocks 2026 Biggest stock movers Wednesday: MU, NFLX, PLCE an...

Latest unemployment rate up to 4.6%, highest since 2021 . (0:15) Analysts cool on ice cream pure play . (2:04) Howard Stern inks new Sirius deal . (2:49) Show Notes One million driverless Teslas by 2035? 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 quant scores,...

Ford (F) shifts EV strategy, takes $19.5B write-down and drops current Lightning production. (00:25) Nasdaq (NDAQ) seeks SEC nod for round-the-clock stock trading - report. (01:38) The holiday shopping season ramps up again with Super Saturday on December 20. (02:34) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: RILY, ORGO, KYTX, RC, LWLG and more Tesla dire...

Wedbush says Tesla market cap will hit $2T next year. (0:15) ServiceNow slumps on deal report. (1:11) Netflix leadership seeks to  assuage deal worries . (2:18) Show Notes Goldman’s catch-up stocks 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 Prem...

Tariffs piled extra pressure on iRobot. (0:15) Alphabet set for a SpaceX windfall . (1:10) ‘ Zootopia 2 ’ still top of the box office. (2:03)     Show Notes Hedge funds are piling into commodities 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 seeki...

Oracle's earnings showed mixed results, leading to an 11% drop (0:15). Broadcom's strong earnings overshadowed by warnings of margin pressures (2:30). AutoZone's miss highlights broader economic challenges (3:25). Airline relief rally following government shutdown (5:30). A streaming bidding war (7:05). Nike and FedEx earnings will provide insights into consumer spending (8:45). Explaining market...

Margin worries lead to selling of another big AI trade name . (0:15) Pot stocks pop. (1:16) Bud closing breweries. (2:07)     Show Notes Oracle's plunge wipes out $25B from Larry Ellison's net worth   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 s...

Along with a 3-year IP deal, Disney invests $1B in OpenAI. (0:15) Jobless claims rise . (2:22) End of an era for Macau . (3:04) Show Notes Lilly’s next-gen weight-loss drug meets endpoints 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.c...

The AI trade hit a speedbump as Oracle fell short on the top line. (0:15) SpaceX gearing up to go public . (1:55) Meta’s new AI team clashing with old guard. (3:04)         Show Notes Paramount’s Ellison makes his case to shareholders   Episode transcripts: seekingalpha.com/wsb   Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant scores, dividend grades, sub...

FOMC cuts interest rate for third straight meeting, but dissents grow (0:15). Dow, S&P 500 rise (2:50). YouTube to launch TV plans in early 2026 (4:20). Semiconductor action varies widely in active day (5:00).  Show Notes: FOMC cuts interest rate for third straight meeting, but dissents grow Semiconductor stock action varies widely in active day for sector Nvidia And The H200 Landscape; Broadc...

Standard Chartered strategist cuts his 2026 bitcoin forecast in half . (0:15) Nvidia to offer LoJack for its GPUs ? (1:35) What’s behind silver’s big surge ? (2:32)         Show Notes Elon Musk wouldn’t do DOGE again JPMorgan bank head sees ‘fragile’ economy Episode transcripts: seekingalpha.com/wsb   Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant scores...

Meta looks to replace Llama with Avocado next year . (0:15) Americans are very reluctant to quit . (2:12) Office Depot/Office Max public journey ends . (2:50) Show Notes Goldman’s 39 sweet spot consumer stocks Home Depot cautious on ‘26 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...

President Trump OKs export of the high-ends GPUs, says U.S gets 25% cut . (0:15) Sen. Warren blasts Paramount’s hostile Netflix bid. (1:25) Paper says binge watching hurts stock returns. (2:11)         Show Notes Deere drops as Trump calls for lower farm equipment prices   Episode transcripts: seekingalpha.com/wsb   Sign up for our daily newsletter  here and for full access to analyst ratings, sto...

Paramount looks to snake Netflix’s Warner Bros. deal at $30/share . (0:15) Wedbush gets more bullish on Apple. (1:54) Top Berkshire lieutenant following Buffett out the door. (2:29) Show Notes Is Trump’s falling approval ratings a signal to buy midcap stocks? Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores...

IBM will reportedly pay $11B for the data streaming company. (0:15) Lilly, Pfizer, J&J in China’s private insurance catalog . (1:05) White House rolling out $12B in aid for farmers . (2:06)     Show Notes What’s the best data central stock play? Episode transcripts: seekingalpha.com/wsb   Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant scores, dividen...

The market expects a quarter-point rate cut, but lots of dissents. (0:22) Two big AI names report earnings : Oracle and Broadcom. (1:23) Michael Burry says OpenAI is Netscape . (2:42) 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...

Netflix ( NFLX ) deal to buy Warner Brothers (0:20). Dollar General ( DG ), Salesforce ( CRM ) earnings (6:40). December Fed meeting (12:30). Meta chooses AI over metaverse (19:00). Show Notes Core PCE inflation inches down to +2.8% Y/Y in September, as expected 9 out of 10 companies deliver EPS wins this week Life After Mag 7 Episode transcripts: seekingalpha.com/wsb Sign up for our daily newslet...

AI chipmaker Moore Threads Technology is rocketing higher on its debut in China. (0:15) White House looks to take more stakes in mineral companies. (1:07) Neocloud company Fluidstack valued at $7 billion. (1:43)     Show Notes HP Enterprise tumbles on weak server sales Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst ratings, stock qua...

Meta looking to make big cuts to Metaverse team as it focuses on AI. (0:15) Is AI’s future now in Paris ? (1:18) Is Bugs Bunny destined for Stranger Things? (2:55) Show Notes Top 5 risks 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 seekin...

Nvidia scores DC lobbying victory with CEO Jensen Huang meeting with Trump . (0:15) Snowflake shares hit as guidance disappoints . (1:20) Insta and Facebook start deactivating Aussie accounts. (2:37) Show Notes Paramount ups Warner breakup fee Episode transcripts: seekingalpha.com/wsb   Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant scores, dividend grad...