Wall Street Breakfast

Consumer sentiment revised lower for December as year-ahead inflation expectation revised up a tick. Tech giants brace to spend billions more in CapEx as AI race heats up.  2026 S&P 500 Outlook: I'm The Lone Bull In The China Shop.Episode transcripts seekingalpha.com/wsb.Show links: Top Stocks 2026Jack Bowman-Bowman Capital ManagementInvestment News Quiz - Friday, Dec. 26Tariffs: Latest news and analysisSign 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.