Wall Street Breakfast

Meta looking to make big cuts to Metaverse team as it focuses on AI. (0:15) Is AI’s future now in Paris? (1:18) Is Bugs Bunny destined for Stranger Things? (2:55)

Show Notes
Top 5 risks for 2026  

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Nvidia scores DC lobbying victory with CEO Jensen Huang meeting with Trump. (0:15) Snowflake shares hit as guidance disappoints. (1:20) Insta and Facebook start deactivating Aussie accounts. (2:37)

Show Notes
Paramount ups Warner breakup fee

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The White House is reportedly making robotics its AI priority in 2026. (0:15) Private payrolls fall in November. (1:57) Nike, Lacoste cited for greenwashing. (2:27)

Show Notes
Stocks crushed by the K
Air taxis coming to Miami
Pure Storage plunges    

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Nike makes top leadership changes as part of turnaround plan. (0:15) Netflix says a combo with HBO Max would be cheaper for viewers. (1:25) YouTube bans users under 16 in Australia. (2:16)    

Show Notes
Has silver come too far too fast?  

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OpenAI’s Garlic to take on Gemini as Altman calls ‘code red.’ (0:15) Apple’s head of AI is out. (1:19) Comcast sues Trump administration for tariff refund. (2:37)

Show Notes
Once-in-a-generation opportunity in quality stocks
Old Lady of Threadneedle Street weighs in on AI risks

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Netflix submitted a mostly-cash bid for Warner’s studio and HBO Max. (0:15) Michael Burry says Tesla is ‘ridiculously overvalued.’ (0:41) Amazon aims for delivery in less than 30 minutes. (1:19)    

Show Notes
Marvell looking to buy Celestial AI

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New York State Gaming Commission approves casino licenses (0:25). Accenture higher after partnership with OpenAI, Zootopia 2 dominates (2:00). ISM Manufacturing Index slips (3:00). Wedbush shaking up AI trade basket (4:00).

Show Notes:  
U.S. stocks turn lower, crypto falls while yields rise at the start of December

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Carry-trade worries grow as Japen yields hit levels not seen since 2008. (0:15) Databricks is looking at a valuation of $134B. (1:36) Trump says he now knows who he’ll pick as next Fed chair. (2:11)

Show Notes 
Accenture now calling employees 'reinventors'  

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Salesforce, C3.ai, Marvell, Kroger, Snowflake and Dollar Tree will report. (0:17) Black Friday online sales hit $11.8 billion. (1:59) ChatGPT turns 3. (2:35)

Show Notes
Swiss shoot down 50% inheritance tax
Earnings Calendar

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Record number of shoppers expected to turn out during Thanksgiving weekend -- NRF. SA Asks: How will retailers fare this holiday season? Happy returns for holiday shopping season?

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Jack Bowman | Seeking Alpha
Take the quiz: Investment News Quiz - Friday, Nov. 28
Biggest stock movers Friday: BITF, and more
E-commerce sales surged in October amid generative AI push and heavy promotions

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Consumers have already spent about $79.7 billion online this holiday season. (0:15) White House green lights ‘Rush Hour 4.’ (1:50) OpenAI forecasts 220 million paying for ChatGPT. (2:13)

Show Notes
3D printed chicken?

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HP (HPQ) slides after it unveils weak forecast, job cuts. (00:25) Trump admin negotiates 71% discount on Ozempic, Wegovy (NVO) for Medicare patients. (01:34) Foxconn gets approval to invest additional $569M in Wisconsin. (02:17)

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Biggest stock movers Wednesday: DELL, HPQ, and more
'Rush Hour 4' in the works after Trump's push to revive series
Italy's antitrust body expands probe against Meta over WhatsApp AI tools
OPEC+ likely to keep output unchanged, plan for 2027 baselines in focus - report

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Paramount, Netflix and Comcast have all put in bids. (0:14) Stocks keep recently rally going. (0:57) HP slumps post-earnings. (1:17)

Show Notes
The 2025 turkeys

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Nvidia (NVDA) stock drops after report of Meta considering multi-billion-dollar deal for Google AI chips. (00:25) Bed Bath & Beyond (BBBY) to acquire The Brand House Collective (THBC) in $26.8M deal. (01:20) Spotify (SPOT) plans to increase U.S. subscription charges in Q1 2026 - report. (02:31)

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Biggest stock movers Tuesday: NVDA, ZM, and more
Initial Q3 GDP estimate to be released right before Christmas
Fed study sees tariffs lowering inflation then boosting it
Sandisk to join S&P 500; UPWK, FIBK, HBI to be part of S&P SmallCap 600

The Nasdaq rallies more than 2%. (0:15) Novo Nordisk sinks after weight-loss drug falls short on Alzheimer’s test. (1:25) Michael Burry’s big reveal falls short. (1:36)

Show Notes
Chip stocks surge

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Ubisoft gains as Tencent invests in studio behind Assassin’s Creed, Far Cry, Rainbow Six. (00:20) Trump expected to announce 'framework' to cut health costs - report. (01:13) Michael Burry's big stay-tuned reveal is ... a Substack? (02:26)

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Biggest stock movers Monday: PONY, MP, and more
SA: What are the best defensive stocks right now?
Salesforce CEO Marc Benioff has a 'Holy S---' AI moment
Qwen app hits 10 million downloads in a week as Alibaba pushes ChatGPT rival

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Alibaba reports earnings Tuesday: time or buy or sell? (0:40) Michael Burry teases Tuesday announcement. (1:33) DOGE ‘doesn’t exist’ anymore. (2:16)

Show Notes
50 stocks that mean the most to hedge funds
Earnings Calendar
Dividend Roundup

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Nvidia earnings - strong results driven by data center growth, but shares slip as markets turn cautious (0:25). Bitcoin drops below $83K, crypto weakness spreads (1:10). Retail earnings: Home Depot vs. Lowe’s; Walmart vs. Target (1:50). Fintech & BNPL pressure (4:20). September jobs data: negative revisions revive recession worries; unemployment rises (5:45). Tariff rollbacks and mixed Fed signals swing December rate-cut odds sharply (7:15). Thanksgiving week preview (9:20).

Show Notes
Trump drops 40% tariffs on Brazilian beef, coffee amid rising food prices
Why the September jobs report will lead to more tariff cuts
Wall Street rebounds after the prior day’s volatile downturn

Trump drops 40% tariffs on Brazilian beef, coffee amid rising food prices. (00:22) Joby Aviation (JOBY) accuses rival Archer Aviation (ACHR) of corporate espionage. (01:26) PepsiCo (PEP) preps for its prebiotic drink launch. (02:16)

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Take the news quiz: Investment News Quiz - Friday, Nov. 21
Biggest stock movers Friday: GAP, ESTC, and more
Wall Street's slide likely driven by signals in crypto - Fundstrat's Lee, IBKR's Sosnick
Nvidia-Foxconn's Taiwan supercomputing center to be ready by H1 2026
Strategy may face billions in outflows if excluded from MSCI indices - JPMorgan

Wall Street analysts loved what they saw from Nvidia earnings. (0:15) Long-awaited September jobs report shows solid payroll gains. (1:10) Walmart benefits as consumers eye value. (2:21)

Show Notes
This bond action could signal the end of the equity bull market  

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Long-delayed September nonfarm payrolls expected to be relatively steady vs. August. (00:24) Netflix (NFLX) will keep releasing Warner Bros. (WBD) films in theaters if it bought the studio - report. (01:37) ByteDance's valuation soars to $480 billion in share auction - report. (03:01) 

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Biggest stock movers Thursday: NVDA, PANW, and more
Nvidia surges, boosting market cap by billions, while analysts cheer Q3 results and outlook
China considers aggressive new stimulus to rescue property sector amid financial system fears - report
Meta's chief AI scientist Yann LeCun announces departure to st...

Xiaomi’s EV division makes profit for the first time. (00:23) Workday (WDAY) to buy AI integration platform Pipedream. (01:04) Brookfield (BAM) targets $10B for AI infrastructure fund, investors include Nvidia (NVDA) - report. (01:41) 

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Biggest stock movers Wednesday: PLUG, ON, and more
'Relax,' selloff is just P&L protection - Nomura
Elon Musk’s xAI in advanced talks to raise $15 billion lifting valuation to $230 billion - report
Warner Bros. Discovery board wants Paramount to offer around $30/share - Axios

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Major apps like ChatGPT and X face disruptions. (0:15). Home Depot blames ‘no storms’ for weak comps. (1:49) Google CEO says nobody immune to an AI bubble pop. (2:37)

Show Notes
Goldman’s best AI productivity stocks
Why traders are watching this key S&P level    

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Bitcoin (BTC-USD) briefly slides below $90K for the first time in seven months. (00:23) Amazon (AMZN) raises $15B in first U.S. bond sale since 2022. (01:28) Google's (GOOG) (GOOGL) AI-fueled travel search engine sends online travel stocks into the red. (02:44)

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Biggest stock movers Tuesday: OWL, AXTA, and more
Nio's right-hand drive model Firefly enters production
Baidu in charts: Baidu Core revenue drops 7% year-on-year, iQIYI down 7.8%
China books nearly million tons of U.S. soybeans after brief pause - report

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Bezos will be co-chief executive of Project Prometheus. (0:15). Alphabet rallies as Berkshire Hathaway discloses stake. (1:16) UBS could relocate to the U.S. (2:05)

Show Notes
Netflix 10-for-1 stock split goes into effect
   
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Apple (AAPL) said to step up CEO succession planning as Tim Cook may leave next year. (00:26) Trump’s $2,000 tariff rebate may need Congress nod, Bessent says. (01:16) Franchisee of Dairy Queen rival files for bankruptcy protection. (01:42)

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Biggest stock movers Monday: QUBT, XPEV, and more
Hidden homeownership costs hit nearly $16,000 a year, Zillow says
SA Asks: What happens if Trump's tariffs are ruled illegal?
Boeing sees sharp increase in Patriot seeker deliveries

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Will the market’s most important company shine or disappoint? (0:17) Disney back on YouTube. (2:10) Apple prepares iPhone overhaul. (2:40)

Show Notes 
Earnings Calendar
Dividend Roundup

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Market mood is mercurial and jittery (0:20). Cisco vs. Oracle: a split in AI infrastructure plays (0:55). The challenge of high valuations and why Nvidia's upcoming report is a major market catalyst (3:05). Pharma stocks rally while Bitcoin slumps, signaling declining risk appetite (5:00). Stablecoin growth, higher expenses, and interest-rate pressures on Circle (6:30). Retail surprise: Dillard’s earnings pop (7:40). Missing data concerns, Fed rate-cut odds shift (9:30).

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Nasdaq turns selloff around amid valuation worries, big tech recovers
Cisco targets $3B in AI infrastructure revenue for FY26 as hyperscaler momentum accelerates
Circle Internet Group (CRCL) Q3 2025 Earnings Call Transcript
AI...

Merck (MRK) seen nearing acquisition of Cidara Therapeutics (CDTX) in deal potentially above $3.3 billion. (00:23) U.S., Argentina to open markets to key products in trade framework. (01:08) DoorDash (DASH) reveals October cybersecurity breach impacting its platform. (02:04)

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Take the quiz: Investment News Quiz - Friday, Nov. 14
Biggest stock movers Friday: CDTX, AMAT, WBD, and more
Fed's Kashkari did not back last rate cut, undecided on December - report
Google proposes changes to adtech business after EU fine, but no asset breakup
Blue Origin launches NASA's Mars m...

Burry wound up his fund just days after disclosing bets against AI trade. (0:15). Disney tumbles on TV, film weakness. (1:55) AI trade could kill buybacks. (3:39)

Show Notes
A Michael Burry Wall Street timeline
Stocks fall in big risk-off move as Tesla, Nvidia sink
Target tells employees to smile
Verizon announces big layoffs
   
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Alibaba (BABA) reportedly preps revamp of AI app to resemble ChatGPT. (00:22) China's Baidu (BIDU) sets stage for new AI chips at its annual tech event. (01:13) Jobs, CPI reports for October may never be released - White House. (01:45)

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Biggest stock movers Thursday: CSCO, BTDR, and more
Goldman's AI layoffs early warning signal
Weight Watchers plans to sell Novo's obesity pill once it launches - report
Waymo launches autonomous freeway rides in San Francisco, Los Angeles, Phoenix

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Big Blue says it’s on a path to elusive ‘quantum advantage.’ (0:15). AT&T gets a rating boost. (1:21) Peak oil demand pushed out to 2050. (2:16)

Show Notes
Goldman’s healthcare stock picks
   
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General Motors (GM) directs suppliers to pull back China supply chains - report. (00:22) AMD CEO says AI market is 'faster than anything we've seen before,' sees $1T by 2030. (01:21) Google (GOOG) (GOOGL) accused in suit of using Gemini AI tool to snoop on users - report. (02:26)

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Biggest stock movers Wednesday: AMD, ALC, and more
Trump to host Wall Street CEOs on Wednesday at White House - report
Foxconn sees AI-driven growth in 2026, teases OpenAI announcement
Trump wants to drill oil off California coast, Newsom calls p...

Turing Award-winning AI scientist Yann LeCun heads to startup land. (0:15). XPeng rallies as its lifelike human robot debuts. (2:48) Levi’s selling $300 jeans. (3:03)

Show Notes
S&P 500 more correlated to Nvidia than its own 500 components
Michael Burry targets hyperscaler accounting
   
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50-year mortgage: A game-changer or more pain for homebuyers? (00:23) SoftBank unloads entire stake in Nvidia for $5.8B. (01:52) Anthropic said to be on track to turn a profit much faster than OpenAI. (02:27)

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Biggest stock movers Tuesday: BBAI, RKLB, and more
US Senate passes bill to end longest ever government shutdown, sending it to House
Nebius Q3 Earnings Preview: What to expect?
Tesla chair says the company could be on the cusp of the largest value-creation event in history

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AI shopping referrals surge 1,200% in October. (0:15). Health insurers tumble on Trump healthcare posts. (1:40) Will your parked car soon be powering AI? (2:41)

Show Notes
BofA says short hyperscaler bonds
Source says Papa John’s deal report not true
   
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Stock index futures jump on reports of Senate breakthrough to end shutdown. (00:19) Taiwan Semi's (TSM) October revenue rises 17% YoY, below September’s surge. (01:50) Rumble (RUM) to buy German AI firm Northern Data (NDTAF) for $767 million in an all-stock transaction. (02:46)

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Biggest stock movers Monday: RUM, MTSR, and more
SA Asks: What are the best AI-focused ETFs right now?
Duffy: Air travel will slow to a 'trickle' ahead of Thanksgiving if shutdown persists
Tesla's Cybertruck head quits after eight years

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Hedge funds will disclose positions ahead of Friday’s 13F deadline. (0:17) Disney to report earnings amid YouTube battle. (1:30) Trump slams ‘money sucking’ health insurers. (3:08)

Show Notes 
Earnings Calendar
Dividend Roundup

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Macro economic overview, job cuts (00:10) Impact of government shutdown on economy (02:58) AI sector earnings and market sentiment (06:14) Valuation concerns in tech stocks (08:54) Bitcoin’s volatility and speculative investments (11:59) Upcoming earnings and economic indicators (14:49)

Show notes: 
AMD outlines 2025 growth strategy with AI and server expansion
Wall Street continues to decline as AI trade's downtrend persists
What to know as Michael Burry bets against Nvidia and Palantir
Year-to-date U.S. job cuts top 1M, exceeding 2024's full-year total: Challenger Report

Episode transcripts: seekingalpha.com/wsb

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Joby's (JOBY) Blade to launch 12-minute helicopter flights connecting NYC to suburbs. (00:23) U.S. won't permit Nvidia (NVDA) to sell scaled-down AI chip to China - report. (01:32) Tesla (TSLA) shareholders vote in favor of CEO Elon Musk's $1 trillion compensation. (02:06)

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Take the Quiz: Investment News Quiz - Friday, Nov. 7
Biggest stock movers Friday: TSLA, XYZ, DKNG, and more
Musk says Tesla may build “gigantic” chip fab to power its AI ambitions
Airbnb surges despite Q3 EPS miss, expects wider FY margins
Archer Aviation stock dips after...