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 NotesUBS' 25 highest conviction U.S.stocksFDA issues unfavorable compounded GLP-1 decisionEpisode 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.

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/wsbShow links: Micron tumbles as weak Q2 forecast fails to overcome in-line Q1 resultsBiggest stock movers Thursday: MU, MESO, and moreStock index futures rise a day after Fed-fueled selloffSign 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.

Fed chief Jay Powell said quarter-point cut was close call. (0:17) Dot plot sees fewer cuts and higher inflation in 2025. (1:14) Stocks plunge as yields, dollar rally. (2:48)Show Notes25 top picks for 2025Merck enters obesity drug race in pact with Chinese pharma HansohFind 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 moreMicrosoft buys twice as many Nvidia AI chips as its biggest rivals - reportBoeing gets back to 767, 777 wide-body production - reportTop picks for 2025 in healthcare, consumer, tech, industrials, energy and moreSign 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.

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 NotesStocks for a tax-loss selling bounceWaymo picks Tokyo for international robotaxi testingEpisode 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.

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 moreQuantum stocks continue to surge as enthusiasm behind tech remains strongWorst performing stocks for tax loss selling – WolfeThe hottest auto stock over the last six weeks is not TeslaFind out more about Seeking Alpha's Virtual Analyst Reports here.

Morgan Stanley cites largest device upgrade cycle ever. (0:15) 'Kraven the Hunter' flops. (3:32) BofA chooses top chip stocks. (4:03)Show NotesU.S. Composite PMI rises to highest since March 2022J.P. Morgan upgrades Okta to OverweightFind 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 moreABC News to pay $15M towards Trump presidential library to settle defamation lawsuitTax cut renewals may not spur the economic growth proponents expect - reportSA Asks: How should investors position portfolios ahead of Fed vote?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.

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 NotesPalantir in the Nasdaq 100, Super Micro Computer outApple developing a foldable iPad - reportEpisode 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.

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/wsbSign 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.

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/wsbShow links: GM Drops Out Of The Robotaxi Race. Who Will Win?CPI 'On The Sticky Side' For NovemberThe Road To Nasdaq 20,000Sign 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.

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 moreBank stocks slip after CFPB finalizes overdraft fee ruleMorgan Stanley analyzes what TikTok's fate could mean for Big Tech Cap as likelihood of ban/sale loomsCostco's mixed FQ1 results influenced by tax benefit, hike in membership feesCanada considering taxes on commodities exports to US if Trump imposes tariffs: reportSign 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.

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 Notes10 BofA options overwriting ideasRed Bull may have won the 2024 energy drink battleEpisode 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.

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 moreExxon unveils low-carbon plan to power data centers; eyes $140B in Permian Basin capexTrump 2.0 will worsen the economic slowdown says Pantheon MacroeconomicsRed Bull may have won the 2024 energy drink battle as it fended off Celsius and MonsterSign 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.

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 NotesBofA restarts coverage of 11 large-cap biopharmasHershey tumbles after Mondelez announces $9B buybackEpisode 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.

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 moreWill November's CPI and PPI map out a more difficult path to 2% inflation?Which subsectors to own and which to avoid – Wolfe ResearchThe public companies with the 'most bored' workforcesAuto disruption: Amazon joins Costco as a source for consumers to buy carsSign 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.

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 NotesThe Stocks According to GARP: growth at a reasonable priceT-Mobile CEO updates investors on Q4 performance, phone salesFind 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 moreBoeing restarts 737 MAX production a month after strike ends - reportMcDonald's review bombed on Google after UnitedHealthcare CEO murder suspect's arrestNewell Brands' turnaround went unnoticed by investors - analystRestaurant retreat: CAVA Group and Sweetgreen fall sharply after monster 2024 ralliesFind out more about Seeking Alpha's Virtual Analyst Reports here.

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 NotesStocks with best odds of risk-adjusted returns deserve attentionAMD falls as BofA downgrades amid AI, PC concernsEpisode 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.

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 moreFormer Intel CEO asks people to pray and fast for employeesStocks with best odds of risk-adjusted returns deserve attention: Goldman SachsPayment processing firms track robust spending on Black Friday-Cyber MondayIs the Roaring Kitty effect over?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.