Wall Street Breakfast

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.

Retail inflation is expected to remain sticky, up 0.3%. (0:18) GameStop earnings will test the meme crowd. (2:31) Syrian government falls to rebels. (3:20)Show NotesWells Fargo’s ‘Core’ ListEarnings CalendarDividend 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.

Handling market volatility with long-term dividend growth investing. Prioritizing future dividends over immediate income, companies drowning in cash like Visa and Microsoft. This is an excerpt from a recent Investing Experts conversation.Episode transcripts: seekingalpha.com/wsbShow links: Dividendology on YouTubeSign 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.

Market drifts higher punctuated by dramatic tech stories (0:35). Mag 7 resurgence (3:30). The catalyst that took Bitcoin past $100,000 and what may be coming (5:15). Bifurcation between tech stocks and blue chippers (8:00). Jobs, Fed, rates, and earnings (9:40) Black Friday and retail numbers (13:25).Episode transcripts: seekingalpha.com/wsbShow links: November nonfarm payrolls rebound from October's storms, strike; unemployment touches 4.2%Bitcoin to reach 200k, propelled by institutional flows and ETFsBitcoin hits $100K after Trump picks pro-crypto SEC headSign 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.

Lululemon (LULU) delivers solid quarterly results, hikes FY24 guidance. (00:26) Ulta Beauty (ULTA) shines with solid Q3 performance. (01:55) Victoria's Secret (VSCO) ups forecast, tops estimates for Q3 results on holiday season boost. (03:14)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: DOCU, ULTA, LULU, and moreBitcoin retreats from $100K, bringing down other crypto, related stocksBoeing yet to restart 737 Max production after labor strike - reportClassic meme stocks pop on cryptic tweet from Roaring KittyOpenAI pushes monetization efforts further with new $200/month planSign 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 and Southwest get bullish for holiday demand. (0:15) Disney raises dividend. (1:53) Intel appoints two new board members. (4:26)Show Notes Why you should be checking Reddit again ahead of tradingHere's what Seeking Alpha analysts are saying as Bitcoin trades above $100KEpisode 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.

Bitcoin (BTC-USD) crosses $100,000 as Trump picks crypto backer, Paul Atkins for SEC chair, Powell comments. (00:24) Shell (SHEL), Equinor (EQNR) to combine assets to form UK's biggest independent oil and gas firm. (01:34) Amazon (AMZN) sued for allegedly excluding D.C. zip codes from Prime delivery benefits. (02:20)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: Crypto stocks, AEO, and moreMeta to build $10B AI data center in Louisiana, to work with Entergy for energy needsVodafone UK - Three UK merger gets an all-clear, with conditions from CMAHershey suitors have been rebuffed, hard to buy chocolate maker - analystTeamsters union files charges against Costco, alleging unfair labour practicesSign 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.

UnitedHealthcare CEO Brian Thompson gunned down in Manhattan in 'targeted' attack. (0:15) Marvell stock soars on results. (3:19) Battle of the weight-loss drugs. (3:41) Show NotesSouth Korea is an important test for advanced economiesWill a Santa Claus rally boost Wall Street this December?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.

South Korea stocks fall as president faces impeachment threat after martial law chaos. (00:23) Enemies to friends? Mark Zuckerberg (META) wants 'active role' in Trump's tech policies. (01:41) Salesforce (CRM) climbs despite mixed Q3 results as Agentforce gains ground. (03:02)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: CRM, MRVL, and moreTPG evaluates $1.5B sale of Crunch Fitness - ReutersAmazon goes all in on AI with GitLab and PagerDutyClean fuel tax credit guidance will not be finalized before Trump takeover - ReutersSign 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 telecom also outlines plans for $40B return to shareholders. (0:15) Job openings rise. (2:34) South Korean assets whipsaw amid martial law declaration. (4:48) Show NotesApple to deal with class action lawsuit in UK over App StoreSmall-cap momentum picksEpisode 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.

Super Micro (SMCI) jumps as internal review finds no misconduct; to replace CFO. (00:24) SpaceX considers tender offer that boosts valuation to $350 billion - report. (01:47) Cheetah Net Supply Chain (CTNT) to acquire TW & EW. (02:27)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: ZS, SMCI, and moreScam? Parody? Sign of a top? Enron relaunches as a crypto playNATO chief to Trump: Unfavorable Ukraine peace deal would be 'dire threat' to U.S.Amazon reveals new data center components to improve efficiencyIntel board should consider 'radical change' with new CEO: analystsSign 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.

David Zinsner and Michelle Johnston Holthaus will replace Pat Gelsinger. (0:15) Morgan Stanley adjust ratings on cybersecurity stocks. (3:22) OpenAI looks at ads. (4:06)Show NotesMost commodity prices to fall in 2025 from current levelsEpisode 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.

Stellantis (STLA) CEO Carlos Tavares resigns amid sales slump. (00:25) Fidelity marks up value of its stake in Elon Musk's X by 32%: report. (01:32) BlackRock (BLK) close to deal to acquire HPS Investment Partners for at least $12B: report. (02:41)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: STLA, MNSO, and moreCoinbase policy chief sees crypto laws passing 'fairly quickly' after Trump takes officeSA Asks: Which retail stocks will win or lose this holiday season?VW workers set to begin walkouts on Monday over cutbacksSign 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.

Nonfarm payrolls are seen up 200K for November. (0:18) Salesforce leads the smaller earnings parade. (1:11) Trump threatens BRICs over greenback. (2:52)Show NotesCanada calls alleged Snowflake hacker 'a risk of danger' to publicEpisode 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.