Wall Street Breakfast

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 NotesSanta rally takes first step, Nasdaq +1.35%Nasdaq 100 rebalanceMajor banks sue Federal Reserve over stress testing frameworkEpisode 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.

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 moreNasdaq 100 rebalance: Meta, Broadcom and Tesla index weighting reducedFDA approves first generic of Novo Nordisk's VictozaHIVE Digital Technologies invests $30M in NVIDIA H100 and H200 GPU clusters in QuebecSign 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 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 NotesMaterials, software stocks are best poised for H1 outperformanceConsumer confidence slidesFind 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, RUMCiti's 10 things to watch for in fintech in 2025Faraday Future Intelligent Electric gets $30 million financingPalantir (PLTR), Anduril may form consortium to take on big defense companies: 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.

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 NotesSenate passes bill to prevent government shutdown, Biden signsDividend RoundupEpisode 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.

Christine Mastandrea, COO of Whitestone REIT, on managing interest rate strategies and why retail isn't dead.Show NotesFed's Hawkish Cut Hits Stocks HardREITs: Very Bond-LikeEpisode 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.

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 NotesFed's Hawkish Cut Hits Stocks HardAdobe tumbles after outlook disappoints Wall StreetBroadcom, Astera Labs, Marvell get price target boosts at Morgan StanleyEpisode 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.

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 NotesEU approves Nvidia's acquisition of Run:aiStock index futures tumble as Trump-backed bill fails to pass, fueling shutdown risksTrump threatens EU with tariffs unless it buys more U.S. oil, gasEpisode 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.

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.