Wall Street Breakfast

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...

The White House is reportedly making robotics its AI priority in 2026. (0:15) Private payrolls fall in November. (1:57) Nike, Lacoste cited for greenwashing . (2:27) Show Notes Stocks crushed by the K Air taxis coming to Miami Pure Storage plunges     Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividen...

Nike makes top leadership changes as part of turnaround plan. (0:15) Netflix says a combo with HBO Max would be cheaper for viewers . (1:25) YouTube bans users under 16 in Australia. (2:16)     Show Notes Has silver come too far too fast?   Episode transcripts: seekingalpha.com/wsb   Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant scores, dividend grades,...

OpenAI’s Garlic to take on Gemini as Altman calls ‘ code red .’ (0:15) Apple’s head of AI is out . (1:19) Comcast sues Trump administration for tariff refund. (2:37) Show Notes Once-in-a-generation opportunity in quality stocks Old Lady of Threadneedle Street weighs in on AI risks Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst rating...

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...