Wall Street Breakfast

Investors have had trouble getting started in 2025, but there's good data on the horizon (0:30). Economic concerns around Trump's tariff talk (2:30). The Fed's 'no landing', bond market movement (4:20). Bitcoin worries might carry over into tech (see Palantir) (6:40). CES and positive moves in semiconductors (8:45). Upcoming earnings in financials and insurance (10:25).Episode transcripts: seekingalpha.com/wsbShow links: Consumer sentiment slips in January as inflation expectations jumpJobs data in charts: December payroll growth hits highest level since MarchBitcoin selloff deepens, wiping out early 2025 advanceSign 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.

AccuWeather updates California wildfire damage estimate to $135B-$150B. (00:25) Free speech vs. national security: TikTok heads to Supreme Court over U.S. ban. (01:30) Macy's to close 66 underperforming stores across U.S. (02:22)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: MVST, RKLB, and moreTaiwan Semiconductor's Q4 revenue beats estimates amid growing AI demandEquities are ‘priced for perfection’ and vulnerable to a correction – GoldmanElon Musk doubts DOGE can achieve $2T in U.S. budget cuts under TrumpBlock to change ticker symbol to 'XYZ'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.

NVDA CEO Huang estimates 20 years before very useful quantum computers. (0:16) AMC CEO feels shareholder pain. (2:41) Sportsbooks hit as too many NFL favorites win. (3:51)Show NotesTop stocks in software as Wolfe sees it as an area of M&A opportunitiesAMD slides as HSBC downgrades on Nvidia worriesFind out more about Seeking Alpha's Virtual Analyst Reports here.

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 moreSamsung's preliminary Q4 profit rises 130% Y/Y, but misses estimatesSana stock rallies 280% on pancreatic cell transplant studyPalantir tumbles after ARK Invest sheds $15M in sharesSign 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.

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 NotesAurora soars +50% after unveiling a large-scale driverless truck partnership with NvidiaWells Fargo spotlights 31 names it believes ‘offer above-average growth potential’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/subscriptions.

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 moreFed's Cook: Markets at risk of 'large declines' as valuations are elevatedNvidia, AMD vie for AI supremacy with latest offerings at CESSA Sentiment: What's the best AI stock to watch in 2025?Wells Fargo spotlights 31 names it believes ‘offer above-average growth potential’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.

Deal to create new multichannel video distributor also settles litigation. (0:16) Nvidia gets another accolade. (1:58) Citi gets defensive. (3:28)Show NotesPalantir initiated with Underweight rating at Morgan StanleyUber unveils $1.5 billion accelerated share repurchase programEpisode 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.

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 moreNYC is first U.S. city to charge congestion toll, but Trump could end programNvidia is headlining CES; here are 5 chip stocks rated higherSA Asks: Which biotechs are most likely to be acquired near-term?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.

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 NotesEarnings CalendarDividend RoundupFind 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 moreTesla China sales hit record high level in DecemberData check: Pizza stocks often heat up when cold weather slams the U.S.Bulls vs. Bears: Is the Schwab U.S. Dividend Equity ETF a good investment?Find out more about Seeking Alpha's Virtual Analyst Reports here.

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/wsbShow links: Expect A Roller Coaster Stock Market In 2025Here's Who Should Buy The Discount At Grayscale Bitcoin TrustKirk's Margin of Safety Investing GroupSign 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.

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 moreBYD December NEV sales set another record highSynaptics stock rises 5% after partnership with Google to advance Edge AI for IoT devicesJust do it again: Will Nike keep its lead in 2025 or trip on the track?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.

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 NotesS&P closes out the year with four sessions in the redEpisode 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.

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, ACADBill Ackman says common stocks of GSEs offer 'large asymmetric upside'Trim the Mag 7 and invest in lower valuation dividend growth stocks – Miramar CapitalHIVE Digital relocates head office to U.S. for better ecosystemFind out more about Seeking Alpha's Virtual Analyst Reports here.

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 NotesStock markets will close Jan. 9 for President Carter Day of MourningWhat 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 2025Google CEO asks employees to brace for challenging 2025What to watch out for in 2025 (including a rate hike) - Apollo's SlokSign 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.

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 NotesWedbush bullish on Palantir, SalesforceMore than half of U.S. at high risk of power shortages in next decadeEpisode 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.

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, ABATTop dividend picks for 2025 according to Seeking Alpha’s Quant metricsWith the new year upon us, a look back at Wall Street's Santa rallies since 2000Elon Musk says he prefers Lilly’s Mounjaro over Novo’s OzempicFind out more about Seeking Alpha's Virtual Analyst Reports here.

Holiday sales on record pace, but nearly $900B could be returned. (0:16) Roaring Kitty back again. (2:39) Investors should brace for post-inauguration disillusionment. (4:13)Show NotesWhat to expect from the Macau casino sector in 2025Uber reacts to regulatory snub in TaiwanFind 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 tradeChina's average housing rent slump to 4-year low in November amid persistent supply glutsCompanies line up to fund Trump inauguration despite withholding support after Jan. 6Uber's $950M purchase of Delivery Hero's Foodpanda business blocked by TaiwanSign 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.