Wall Street Breakfast

Shell (SHEL) cuts production forecast for LNG, warns weaker Q4 . (00:22) Goodyear (GT) to sell Dunlop brand to Sumitomo Rubber in $701M deal. (01:33) Delta (DAL) to link SkyMiles program to Uber, ending Lyft partnership. (02:26) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: CALM, PLTR, and more Samsung's preliminary Q4 profit rises 130% Y/Y, but misses est...

Aurora soars after unveiling driverless truck partnership with Nvidia (0:20). November JOLTS shows interesting mixed picture (1:50). Meta ending 3rd-party fact-checking; Tesla downgraded (3:45). Getty Images and Shutterstock agree to merge (5:00). Show Notes Aurora soars +50% after unveiling a large-scale driverless truck partnership with Nvidia Wells Fargo spotlights 31 names it believes ‘offer a...

U.S. adds Tencent, Huawei to list of Chinese military companies. (00:25) Uber and Nvidia to collaborate for autonomous mobility. (01:49) U.S. natural gas surges as severe winter storms seen hiking demand, cutting supplies. (03:11) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: NARI, DNLI, and more Fed's Cook: Markets at risk of 'large declines' as valuations...

Deal to create new multichannel video distributor also settles litigation. (0:16) Nvidia gets another accolade . (1:58) Citi gets defensive . (3:28) Show Notes Palantir initiated with Underweight rating at Morgan Stanley Uber unveils $1.5 billion accelerated share repurchase program Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst rati...

Canada's Trudeau expected to resign as ruling party leader this week - report. (00:22) Paychex (PAYX) in talks to buy smaller rival Paycor HCM (PYCR) - Bloomberg. (01:51) Italy in talks with SpaceX over $1.6B telecom security services deal: report. (02:17) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: PYCR, VRT, and more NYC is first U.S. city to charge conge...

Payrolls seen up 150,000 for December. (0:37) AI , autonomous driving among big themes at Consumer Electronics Show. (3:13) The NFL owns TV. (4:37) Show Notes Earnings Calendar Dividend Roundup Find out more about Seeking Alpha's Virtual Analyst Reports  here .

Biden to block U.S. Steel's sale to Japan's Nippon - reports. (00:26) Gannett (GCI), Reuters (TRI) to bundle content for US regional, local outlets. (01:32) Samsung smart refrigerators can now order groceries through Instacart (CART). (02:35) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: X, CVNA, and more Tesla China sales hit record high level in December Da...

Kirk Spano shares why the stock market and Bitcoin are the most interesting things to talk about (0:30). President Trump is inheriting a really good economy on all metrics, but hard to forecast for 2025 (3:20). This is an excerpt from a recent Investing Experts  episode . Episode transcripts:  seekingalpha.com/wsb Show links:  Expect A Roller Coaster Stock Market In 2025 Here's Who Should Buy The...

Alibaba (BABA) to sell stake in China's hypermarket chain Sun Art for $1.58B. (00:29) Brand prescription drugs to rise an average 4.5% in 2025. (01:39) Cybertruck (TSLA) blast driver identified; links to New Orleans attacker are growing. (02:43) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: Crypto-linked stocks and more BYD December NEV sales set another re...

The S&P rose 24% but limped to the finish line. (0:11) Investors see a tougher 2025 in store. (1:43) The most popular stories of 2024 (hint: quantum). (2:16) Show Notes S&P closes out the year with four sessions in the red 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 t...

Faraday Future (FFIE) skyrockets with model reveals on tap for next week at CES. (00:29) Tempur Sealy (TPX) and Mattress Firm propose concessions to address FTC's opposition. (01:51) Tel Aviv (TVAVF) poised to switch to Monday-to-Friday trading week - report. (02:45) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: VSTM, ACAD Bill Ackman says common stocks of G...

GTA VI predicted to generate $3 billion in revenue. (0:15) Madison Square Garden called a best idea for '25. (2:39) Get Apple TV for free. (3:48) Show Notes Stock markets will close Jan. 9 for President Carter Day of Mourning What to watch out for in 2025 (including a rate hike) Find out more about Seeking Alpha's Virtual Analyst Reports  here .

South Korea to inspect Boeing 737-800s after deadly crash. (00:27) Snow Lake Resources drops, prices $15 million offering . (01:59) "Sonic the Hedgehog 3," "Mufasa" dominate Christmas weekend box office. (02:35) Episode transcripts seekingalpha.com/wsb . Show links:  Top 10 REITs heading into 2025 Google CEO asks employees to brace for challenging 2025 What to watch out for in 2025 (including a ra...

The Nasdaq is up 30% and the Dow trails badly, up 14%. (0:34) Housing and manufacturing data dominate short week . (1:57) South Korea plane crash kills 179. (3:07) Show Notes Wedbush bullish on Palantir, Salesforce More than half of U.S. at high risk of power shortages in next decade Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst rat...

Netflix (NFLX) dazzles with record-setting ratings for Christmas NFL games. (00:24) Rigetti (RGTI) leads quantum stocks higher as year-end surge continues. (1:59) Mortgage rates up for the second straight week. (03:20) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: SES, ABAT Top dividend picks for 2025 according to Seeking Alpha’s Quant metrics With the new ye...

Holiday sales on record pace, but nearly $900B could be returne d. (0:16) Roaring Kitty back again. (2:39) Investors should brace for post-inauguration disillusionment. (4:13) Show Notes What to expect from the Macau casino sector in 2025 Uber reacts to regulatory snub in Taiwan Find out more about Seeking Alpha's Virtual Analyst Reports  here .

Bain, KKR bids reach $7.6B billion for Seven & i (SVNDY) non-core assets - Reuters. (00:24) Japan Airlines (JAPSY) hit by cyberattack , flights delayed. (01:28) DoubleU Games (DDI) to buy Turkish gaming studio Paxie Games. (02:13) Episode transcripts seekingalpha.com/wsb . Show links:  Sanctions? Russia is now using bitcoin for international trade China's average housing rent slump to 4-year l...

Record number of unionized workers could walk out Christmas Eve . (0:16) American Airlines briefly grounds all flights. (3:24) Netflix gears up for NFL debut . (4:50) Scrooge & Marley spooks investors. (6:08) Show Notes Santa rally takes first step, Nasdaq +1.35% Nasdaq 100 rebalance Major banks sue Federal Reserve over stress testing framework Episode transcripts: seekingalpha.com/wsb Sign up...

Biden to decide on US Steel takeover after CFIUS deadlocks. (00:22) Rocket Companies stock drops after CFPB sues Rocket Mortgages. (01:53) Abbott in settlement with DexCom over continuous glucose monitors. (02:37) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: X, CYTK, and more Nasdaq 100 rebalance: Meta, Broadcom and Tesla index weighting reduced FDA approve...

The department store chain accepts at $6.5B buyout offer. (0:16) The Container Store files for Chapter 11 . (1:15) U.K. looks to facial recognition to limit social media use. (4:46) Show Notes Materials, software stocks are best poised for H1 outperformance Consumer confidence slides Find out more about Seeking Alpha's Virtual Analyst Reports  here .

Starbucks (SBUX) union workers are now on strike in nine states . (00:21) Honda (HMC) and Nissan (NSANY) share details of merger talks; Mitsubishi (MMTOF) may also come aboard. (01:39) Stellantis (STLA) calls off plans to lay off 1,000 workers at Ohio Jeep factories: report. (02:30) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: HMC, RUM Citi's 10 things to wa...

The holiday-shortened week will market the start of seasonal stock gains. (0:18) Costs soaring on ChatGPT improvement project. (4:06) How much did the " 12 Days of Christmas " cost in '24? (5:14) Show Notes Senate passes bill to prevent government shutdown, Biden signs Dividend Roundup Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst r...

Christine Mastandrea, COO of Whitestone REIT, on managing interest rate strategies and why retail isn't dead. Show Notes Fed's Hawkish Cut Hits Stocks Hard REITs: Very Bond-Like 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/subscrip...

Big news this week was the hawkish Fed announcement, which brings up worst-case scenario fear for the market, stagflation (0:50). Moving into AI 2.0, Broadcom as an example (7:00). Home improvement retailers slide; housing in the cross hairs (11:05). Show Notes Fed's Hawkish Cut Hits Stocks Hard Adobe tumbles after outlook disappoints Wall Street Broadcom, Astera Labs, Marvell get price target boo...

Turmoil hits Capitol Hill and stock futures tumble  (0:20). Trump threatens tariffs (3:55), and EU approves Nvidia's acquisition (5:00). Friday's biggest stock movers (6:00) Show Notes EU approves Nvidia's acquisition of Run:ai Stock index futures tumble as Trump-backed bill fails to pass, fueling shutdown risks Trump threatens EU with tariffs unless it buys more U.S. oil, gas Episode transcripts:...