Wall Street Breakfast

Nvidia earnings - big buildup, then a shrug (0:54). Is big pharma out of favor? (3:40) How long can Bitcoin's run can last? (4:30) Target's disappointing report (6:15). Earnings season takeaways (8:20).Episode transcripts: seekingalpha.com/wsbShow links: Nvidia's results and guidance were exceptional. Wall Street says ignore the noise.Target is on the outside looking in at the retail trinity of Walmart, Amazon and CostcoBitcoin flirts with $100KBlack Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals! 

DirecTV scraps DISH acquisition on debt swap deadlock. (00:21) Reddit (RDDT) drops on report holder seeks to sell $1.2B stake. (01:19) Phillips 66 (PSX) hit with federal charges for illegal wastewater dumping. (02:07)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: RDDT, GAP, and moreInstacart heads to the Super Bowl for the first timeApple working on more conversation Siri, may launch in 2026: reportWill Glicked rival Barbenheimer? Stocks to watch as Wicked, Gladiator II open in theatersSign 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.

American Airlines (AAL) rolls out software to call out gate lice ahead of holiday rush. (00:28) TikTok (BDNCE), Instagram (META), Snapchat (SNAP) on alert as Australia introduces social media ban for kids. (01:32) Biden administration moves to cancel $4.65B of Ukraine's debt, send more military aid. (02:24)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: NVDA, PANW, and moreBoeing CEO tells employees aviation giant can't afford another mistakeThese private prison stocks have soared on Trump's mass deportation planThe RealReal is seen as one of the bigger AI beneficiaries in the e-commerce sectorSign 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.

Comcast (CMCSA) set to announce plan to spin off NBCUniversal cable TV networks. (00:25) Stellantis (STLA) delays launch of Ram electric pickup truck to ensure quality. (01:28) Delta Air Lines (DAL) and Shake Shack (SHAK) beef up in-flight meals. (02:18)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: POWL, KEYS, and moreAdtech firm PubMatic to help Musk's X generate more ad dollarsJPMorgan’s ‘Analyst Focus List’ – growth, income, value, short ideasBiden approves antipersonnel mines for Ukraine to slow Russia's advances - 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.

Are the markets pricing in a Goldilocks scenario? Maybe so says David Keller, given the Fed rate cut cycle and economic outlook for 2025 (1:00). Why expectations for financials and infrastrucutre are high (3:40). Crypto patterns, Bitcoin breaking out (7:35). Recorded on November 12. Catch the full conversation on Investing Experts!Episode transcripts: seekingalpha.com/wsbShow links: Sectors all up YTD, but Financials and Energy were the only up last weekBitcoin hits all-time high as it surpasses $93,800Market Misbehavior with David Keller, CMTThe Mindful Investor w/ David Keller, CMTBlack Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals! 

Fate Therapeutics (FATE) closes 12% higher after soaring 73% on drug data (update). (00:25) Super Micro (SMCI) announces appointment of independent auditor, filing of compliance plan with Nasdaq. (02:11) Blackstone (BX) is said to near acquisition of Jersey Mike's sandwich chain. (03:02)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: SMCI, INCY, and moreNippon Steel makes anti-import promise to win worker support for US Steel dealNo time to chill: Netflix must fix livestreaming before Christmas NFL games or lose faceDOJ to ask judge to push Google to sell Chrome browser - BloombergApple said to offer $100M investment in Indonesia to reverse iPhone 16 banSign 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.

In Kim's absence this week, we're bringing you some conversations from recent Investing Experts podcasts. Today we're discussing interest rates, high yields, REITs and dividends. Ryne Williams warns of juicy yield traps and advises looking at dividend history (0:49). How the macro picture affects price movements, especially in REITs (2:15). Dividend Growth Investing, meanwhile, shares why he prefers dividend ETFs like SCHD and DGRO (4:05). Episode transcripts: seekingalpha.com/wsbShow links: Ryne Williams YouTube channelDividend Growth Investing YouTube channelBlack Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals! 

Spirit Airlines (SAVE) begins bankruptcy proceedings amid financial woes. (00:21) Caremax (CMAX) files for chapter 11 bankruptcy protection: reports. (01:13) Boeing (BA) sends layoff notices to 400-plus members of professional aerospace union - report. (02:18)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: TSLA, SMCI, and moreNvidia's Blackwell AI chips overheating in servers: reportXi Jinping says China ready to work with Trump 2.0, but warns on crossing 'red lines'Cineworld owners working on plans to return to stock markets: 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.

Nvidia's guidance could make or break the AI trade for the rest of '24. (0:18) Health check on the housing market. (3:34) First U.S. mpox case. (6:05)Show NotesSuper Micro Computer to file plan on Monday to remain listed on NasdaqDividend RoundupEarnings CalendarEpisode 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.

Shopify and AbbVie among the main stocks moving on catalysts this past week (1:10). Evaluating Tesla (2:45). Crypto, Bitcoin run the heart of the Trump Trade (4:40). Nvidia's big earnings coming up (8:05). Why macro data and Fed announcements matter, especially now (9:50).Episode transcripts: seekingalpha.com/wsbShow links: Tesla crosses the $1T market cap level and is valued more than the next ten biggest auto stocks combinedWall Street Brunch: Time To Eye The CPIFavorable environment for crypto, although with several caution signalsSign 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.

NHTSA slaps Ford with $165M fine for failing to timely issue recall. (00:24) GM's Cruise to pay $500,000 fine for false report on San Francisco car crash. (01:37) Hims & Hers cut to underperform by BoA over Amazon competition. (02:48)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: AMAT, DPZ, ASTS, and moreDefense, government contractor stocks shot down on sudden worries over Trump PentagonFAA sets record for commercial space licenses amid red tape criticismVaccine makers close lower amid reports RFK Jr to head HHS (update)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.

Buyers impressed with DIS numbers for '25 and '26. (0:16) Annual PPI numbers come in a little hot. (3:40) Tilman Fertitta expected to go activist with WYNN. (5:30)Show NotesLong Magnificent 7 still considered most crowded tradeASML Holding confirms long-term targets amid AI-fueled chip boomEpisode 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.

Amazon (AMZN) rolls out $20-or-less 'Haul' store to rival Temu (PDD), Shein. (00:24) Vroom files for Chapter 11 bankruptcy protection. (01:11) Meta to roll out ads on Threads early next year - report. (02:16)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: CSCO, CNH, and morei-80 Gold cut in half after issuing going concern warningExxon to cut nearly 400 Pioneer employees in Texas by 2026Lilly three-year tirzepatide results show sustained weight loss, diabetes benefitsSign 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.

Annual CPI rises, but in line with expectations. (0:16) Amazon unveils its Black Friday deals. (4:02) Citi shuffles its Thematic 30 pick list. (4:51)Show NotesGroupon slumps 20%, guides Q4 revenue below consensus, cuts FY guidanceSkyworks sinks on earnings as outlook remains tethered to AppleEpisode 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.

Frontier (ULCC) reportedly drops bid for Spirit Airlines (SAVE). (00:22) DirecTV will terminate Dish (SATS) deal unless debt swap resolved - Bloomberg. (01:11) Mexico would retaliate if Trump imposes 25% tariffs, economy chief says. (02:03)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: SPOT, RIVN, and moreElon Musk and Vivek Ramaswamy named to lead Trump's government efficiency effortsRivian Automotive and Volkswagen finalize their major EV partnershipSoftBank will be first to receive Nvidia's Blackwell chips to build supercomputerSign 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.

National Retail Federation says survey sets up a good holiday season. (0:16) Shopify jumps on earnings. (2:46) Activist Elliott aims for Honeywell breakup. (4:21)Show NotesIs the Magnificent Seven at the end of their magnificent advantage?Home Depot gains after topping comparable sales expectationsEpisode 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.

Southwest Airlines (LUV) looks to trim workforce to line up with its lower capacity. (00:23) 23andMe (ME) reduces workforce by 40%. (01:13) Occidental Petroleum (OXY) Q3 Earnings Preview: Cautious tone amid debt woes. (02:11)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: LYV, GRAB, and moreBaidu unveils AI smart glasses, text-to-image generator at annual event - reportBitcoin nears $90,000, ETFs see record inflows as institutional demand swellsAmerican Homes 4 Rent upped to Outperform at Evercore on higher mortgage ratesSign 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.

Piper Sandler makes NVDA its top large-cap stock pick. (0:15) Amazon looking at smart glasses for drivers to save time. (2:45) Animal Spirits could lift S&P to 6,600. (3:32)Show NotesMonolithic Power Systems tumbles as Blackwell allocation 'at risk'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.

Biggest stock movers Monday: Crypto stocks and TSLA. (00:25) McKesson (MCK), Oracle (ORCL) among finalists to acquire Veradigm: report. (01:10) Smith & Nephew (SNN) investors may push for breakup - Mail on Sunday. (02:10)Episode transcripts seekingalpha.com/wsb.Show links: Earnings week ahead: DIS, BABA, JD, CSCO, HD, OXY, SU, SHOP, AMAT, SPOT, and moreFirefox turns 20: Can Mozilla return to its previous heights?Wall Street picks for bank stocks after Trump's victory include Capital One, PNCSign 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 core CPI is expected to have risen 0.3% in October. (0:17) Disney, Home Depot, Alibaba highlight earnings calendar. (2:41) Bitcoin hits $80,000. (4:57)Show NotesWells Fargo’s Growth ListDividend RoundupRussia mulling mega oil mergerEpisode 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.