Wall Street Breakfast

Country will sell or discontinue wallet Chivo as part of deal. (0:16) GDP revised higher . (1:05) Micron stumbles and quantum computing stocks take breather. (3:12) Show Notes UBS' 25 highest conviction U.S.stocks FDA issues unfavorable compounded GLP-1 decision Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant scor...

U.S. stock futures stabilize after sharp selloff (0:28). Will Amazon strike during busy holiday season? (2:15) Micron shares slump 16% (3:45). Episode transcripts:  seekingalpha.com/wsb Show links:  Micron tumbles as weak Q2 forecast fails to overcome in-line Q1 results Biggest stock movers Thursday: MU, MESO, and more Stock index futures rise a day after Fed-fueled selloff Sign up for our daily n...

Fed chief Jay Powell said quarter-point cut was close cal l. (0:17) Dot plot sees fewer cuts and higher inflation in 2025. (1:14) Stocks plunge as yields , dollar rally. (2:48) Show Notes 25 top picks for 2025 Merck enters obesity drug race in pact with Chinese pharma Hansoh Find out more about Seeking Alpha's Virtual Analyst Reports  here .

Nissan (NSANY) and Honda (HMC) rally as investors see upside from potential powerhouse merger. (00:23) Spirit (SAVE) shareholders lose fight for compensation in bankruptcy court. (01:20) Subway, NAASF reach agreement to move ahead with Pepsi switch . (02:30) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: COMM, HEI, and more Microsoft buys twice as many Nvid...

Quantum computing stocks are Wall Street's new momentum darlings. (0:15) Retail sales top expectations. (2:08) Meta updating Ray-Bans will live AI . (4:55) Show Notes Stocks for a tax-loss selling bounce Waymo picks Tokyo for international robotaxi testing Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant scores, di...

TikTok (BDNCE) CEO meets Trump amid fight to block U.S. ban. (00:24) Alibaba (BABA) to sell Intime store chain for $1B booking loss on sale. (01:17) Australian watchdog says Meta Platforms (META) will pay A$50M over 2020 Cambridge Analytica lawsuit. (02:39) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: ZYME, EVGO, and more Quantum stocks continue to surge as...

Morgan Stanley cites largest device upgrade cycle ever. (0:15) 'Kraven the Hunter' flops . (3:32) BofA chooses top chip stocks . (4:03) Show Notes U.S. Composite PMI rises to highest since March 2022 J.P. Morgan upgrades Okta to Overweight Find out more about Seeking Alpha's Virtual Analyst Reports  here .

Full speed ahead: Tesla (TSLA) lands higher price targets from Wedbush. (00:26) Lawmakers call on Apple (AAPL), Google (GOOG) (GOOGL) to prepare for potential TikTok (BDNCE) ban. (01:54) Novo Nordisk (NVO) to park $1.2 billion in a new plant in Denmark for rare disease drugs. (02:46) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: SMCI, MSTR, and more ABC News...

Quarter-point cut expected, but tariffs could boost inflation next year. (0:18) Micron set to report earnings . (2:14) Goldman's 12 Days of Trading . (4:50) Show Notes Palantir in the Nasdaq 100, Super Micro Computer out Apple developing a foldable iPad - report Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant scor...

Dan Malone of Malone Financial talks to us about the world of funds and how he approaches international and U.S. ETFs (0:25). Low conviction on Irish, emerging market funds (3:25). This is an excerpt from a recent Investing Experts conversation . Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant scores, dividend gra...

More of the same and why NASDAQ 20,000 can't be ignored (0:50). MVP of Q4 is Tesla (1:50). Uber, GM, and the future of the robotaxi race (5:10). AMD downgrade a possible signpost for tech investors (7:30). CPI data and Fed expectations (8:30). Insurance stocks, public sentiment and regulatory signals to look for (11:25). Episode transcripts: seekingalpha.com/wsb Show links:  GM Drops Out Of The Ro...

Amazon, Meta donating $1M each to Trump inauguration as Big Tech seeks better ties. (00:21) EVgo surges after securing $1.25B loan facility from U.S. Department of Energy. (01:47) RH soars after saying it defied the worst housing market in 30 years. (02:44) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: AVGO, RH, and more Bank stocks slip after CFPB finalizes...

CFPB says banks must cap fees at $5 . (0:15) Wholesale inflation heats up . (1:20) Nvidia loses Supreme Court decision on shareholder suit. (3:28) Show Notes 10 BofA options overwriting ideas Red Bull may have won the 2024 energy drink battle Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant scores, dividend grades,...

Behind the monster rally that drove the Nasdaq to 20,000. (00:24) Nvidia increases headcount in China to boost AI-driven car technology - report. (01:54) Kroger launches $7.5B stock buyback after merger with Albertsons gets terminated. (02:44) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: ADBE, NDSN, and more Exxon unveils low-carbon plan to power data cent...

Odds of a rate cut next week spike, but inflation fight stalls. (0:15) Albertson's wants Kroger deal breakup fee . (4:06) Startup Ayar Labs gets cash from big chip names. (4:39)  Show Notes BofA restarts coverage of 11 large-cap biopharmas Hershey tumbles after Mondelez announces $9B buyback Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to ana...

General Motors (GM) ends robotaxi development to focus on AD for personal vehicles. (00:21) Bausch & Lomb (BLCO) falls amid report Blackstone may drop out of takeover bid. (01:50) Microsoft (MSFT) shareholders vote no on bitcoin (BTC-USD) despite Michael Saylor's pitch. (02:35) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: GME, GEV, and more Will Novem...

Google took down reviews posted after an MCD employee tipped off authorities. (0:16) Citi sees S&P 6,500 for '25. (1:26) Boeing up as 737 Max production restarts. (3:22) Show Notes The Stocks According to GARP: growth at a reasonable price T-Mobile CEO updates investors on Q4 performance, phone sales Find out more about Seeking Alpha's Virtual Analyst Reports  here .

Taiwan Semiconductor's (TSM) November revenue surges 34%. (00:23) The Container Store (TCSG) shares to be pulled from NYSE . (01:23) Costco (COST) switching diaper production from Kimberly-Clark (KMB). (02:13) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: ORCL, AI, and more Boeing restarts 737 MAX production a month after strike ends - report McDonald's revi...

TikTok files to block the forced sale until Supreme Court review. (0:15) Nvidia faces China monopoly probe. (2:03) Activist pushes for big changes at Macy's. (3:22) Show Notes Stocks with best odds of risk-adjusted returns deserve attention AMD falls as BofA downgrades amid AI, PC concerns Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analy...

Google Payment (GOOG) placed under CFPB supervision , company hits back with lawsuit. (00:28) Apollo Global Management (APO) and Workday (WDAY)  set to join S&P 500 . (01:30) Omnicom (OMC) is said to near mega-merger with Interpublic. (02:02) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: SMCI, MOMO, and more Former Intel CEO asks people to pray and fast f...

Retail inflation is expected to remain sticky , up 0.3%. (0:18) GameStop earnings will test the meme crowd . (2:31) Syrian government falls to rebels. (3:20) Show Notes Wells Fargo’s ‘Core’ List 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...

Handling market volatility with long-term dividend growth investing. Prioritizing future dividends over immediate income, companies drowning in cash like Visa and Microsoft. This is an excerpt from a recent Investing Experts  conversation . Episode transcripts:  seekingalpha.com/wsb Show links:  Dividendology on YouTube Sign up for our daily newsletter here and for full access to analyst ratings,...

Market drifts higher punctuated by dramatic tech stories (0:35). Mag 7 resurgence (3:30). The catalyst that took Bitcoin past $100,000 and what may be coming (5:15). Bifurcation between tech stocks and blue chippers (8:00). Jobs, Fed, rates, and earnings (9:40) Black Friday and retail numbers (13:25). Episode transcripts:  seekingalpha.com/wsb Show links:  November nonfarm payrolls rebound from Oc...

Lululemon (LULU) delivers solid quarterly results, hikes FY24 guidance. (00:26) Ulta Beauty (ULTA) shines with solid Q3 performance. (01:55) Victoria's Secret (VSCO) ups forecast, tops estimates for Q3 results on holiday season boost . (03:14) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: DOCU, ULTA, LULU, and more Bitcoin retreats from $100K, bringing down o...

American and Southwest get bullish for holiday demand. (0:15) Disney raises dividend . (1:53) Intel appoints two new board members . (4:26) Show Notes  Why you should be checking Reddit again ahead of trading Here's what Seeking Alpha analysts are saying as Bitcoin trades above $100K Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst rat...