Wall Street Breakfast

D-Wave Quantum says it’s solved a massive wiring problem. (0:15) AI and robots at CES. (0:57) Nio’s 1,000,000th vehicle rolls out of the factory. (2:16)

Show Notes
Odds of U.S. annexing Panama Canal shoot up
The biggest stock surprise of 2026?  

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Hilton (HLT) faces DHS ire after ICE agents were denied rooms at Minneapolis hotel. (00:26) Hawaiian Electric (HE) reaches $47.75M shareholder settlement over wildfires. (02:02) Clarivate (CLVT) unveils 2026 Drugs to Watch highlighting 11 promising therapies. (02:48) 

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Biggest stock movers Tuesday: ZETA, MCHP, and more
AMD unveils Zen 5–powered Ryzen AI Embedded processors at CES
Nvidia reveals Alpamayo, world's first 'thinking' model for autonomous driving
U.S. plans meeting with oil execs this week on Venezuela but companies likely to be wary

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Fox has the option snap up 18.6% of Flutter’s FanDuel. (0:15) Wegovy once-daily pill now on sale. (1:32) Amazon launches Alexa.com. (2:34)

Show Notes
Steve Cress’ Top Stocks for 2026 – sign up today
Howard Marks on an AI bubble
Manchester United sack another manager      

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Crude oil pares losses as traders assess U.S. move that ousted Nicolás Maduro. (00:22) TSMC (TSM) stock surges most since April as Goldman lifts target by 35%. (02:06) Samsung (SSNLF) plans to double Gemini-powered mobile devices in 2026 - report. (02:47)

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Biggest stock movers Monday: Crypto stocks, MANU, and more
Precious metals gain as Venezuela developments fuel safe-haven demand
J.P. Morgan's top income stock picks for 2026
What does 2025's best asset have in common with a top-grossing movie?

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Nvidia and AMD expected to generate buzz at CES this week. (0:17) Versant Media to start trading. (1:59) Oil in focus with U.S. to ‘run’ Venezuela. (2:34)

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Nasdaq, S&P, Dow futures advance to kick off 2026. (00:13) Trump delays tariff hikes for upholstered furniture, kitchen cabinets. (01:18) Berkshire Hathaway ends lower on Warren Buffett's final day as CEO. (02:29)

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Top Stocks 2026
Biggest stock movers Friday: BIDU, NIO, and more
What analysts are predicting for 2026
Bain Capital enters $344M deal to buy parent company of South Korea's athleisure brand
Chinese AI chipmaker Biren jumps 100% on Hong Kong IPO debut
Take the news quiz

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What’s in store for craft brewing next year? (0:16) Nike CEO buying. (2:09) Michael Burry on Tesla. (3:12)

Show Notes
All J.P. Morgan’s stock picks for 2026

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Seeking Alpha’s 2025 year in review spotlights the stories that mattered most to subscribers, tracking the headlines that shaped markets month by month. From AI and tech debates to tariffs, bond market volatility, political clashes, and an historic government shutdown, investors were forced to constantly reassess risk and opportunity.

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Top Stocks 2026
January: Chinese AI lab DeepSeek rattles Silicon Valley 
February: Trump administration tells U.S. agencies to prepare for ‘large-scale’ layoffs 
March: What's next for quantum computing stocks?
April: Trump announces tariffs
May: Wall Stre...

SoftBank has fully  funded its $40 billion investment in ChatGPT. (0:15) Warner set to snub Paramount again. (1:08) China overtakes Japan in global auto sales. (2:02)

Show Notes
Is silver in a bubble? Quant vs. Analyst
Steve Cress’ Top Stocks for 2026 – sign up today

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Meta to acquire Singapore-based Manus for AI agent capabilities. (00:20) Boeing (BA) scores $8.6B contract to build aircraft for Israel Air Force. (01:09) Novo Nordisk (NVO) cuts Wegovy price in China. (01:56)

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Biggest stock movers Tuesday: New Era Energy & Digital and Society Pass
SA Asks: Would SpaceX stock be a good investment?
Silver slammed in biggest one-day drop since 2021, gold also plunges
Samsung wins annual U.S. approval for chipmaking tool shipments to China - report

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Spot silver sinks 9% after a huge December rally. (0:15) Nvidia, AMD will kick off CES Vegas. (2:44) Next year looks huge of movie toy tie-ins. (3:11)

Show Notes
Evercore’s top internet stock for 2026    

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Coupang (CPNG) promises over $1 billion compensation for data leak victims. (00:24) China's private rocket company LandSpace prepares to stand against Elon Musk's SpaceX - report. (01:16) New York to require mental health warning labels on social media platforms. (02:21)

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Biggest stock movers Monday: Coupang, Sable Offshore
Trump says 'thorny issues' remain in Ukraine talks, Zelenskyy says ready for peace
Silver is now the third most valuable asset in the world
SA Asks: What's the best silver play right now for investors?
SA Asks: What's the best gold pl...

Consumer sentiment revised lower for December as year-ahead inflation expectation revised up a tick. Tech giants brace to spend billions more in CapEx as AI race heats up.  2026 S&P 500 Outlook: I'm The Lone Bull In The China Shop.

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Top Stocks 2026
Jack Bowman-Bowman Capital Management
Investment News Quiz - Friday, Dec. 26
Tariffs: Latest news and analysis

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BP to sell 65% stake in Castrol to Stonepeak. (00:24) UiPath (PATH), Versant Media (VSNTV) to join S&P MidCap 400 and SmallCap 600. (01:13) Waymo (GOOG) (GOOGL) plans to update software across fleet after San Francisco power outage. (01:44)

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Biggest stock movers Wednesday: DVAX, NKE, and more
Bessent sees GDP jump leading to increased hiring, 'large paychecks'
One of the biggest comeback stories in the retail sector is a secondhand clothes seller
Sanofi to buy Dynavax for $15.50 per share

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Novo Nordisk (NVO) rises as FDA approves Wegovy pill for obesity. (00:24) Mercedes (MBGAF) to pay $150M settlement over diesel scandal. (01:09) ByteDance (BDNCE) plans $23B capex for 2026 with focus on AI infrastructure - FT. (01:57)

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Biggest stock movers Tuesday: ZIM, NVO, and more
The ‘Santa Claus rally’ is here, now prepare for the ‘January effect’ – analyst
Citi 2026 semis outlook: MCHP top pick, AVGO, ADI, MU, NXPI, TXN buy-rated
Ryanair Holdings shares surge 55%, leading European airline stocks in 2025

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Microsoft’s Nadella gets hands-on as AI competition heats up. (0:15) Larry Ellison backs Paramount’s bid for warner with his own money. (1:32) Cuba faces ruin without Venezuelan oil. (2:18)

Show Notes
Things that WON’T Happen in 2026
Steve Cress’ Top Stocks for 2026 – sign up today      

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Gold (XAUUSD:CUR) soars past $4,400 on rate-cut bets as silver explodes to historic high. (00:24) Waymo (GOOG) (GOOGL) resumes robotaxis after blackout in San Francisco. (01:44) Baidu (BIDU) partners with Uber, Lyft to test Apollo Go robotaxis in UK. (02:45)

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Biggest stock movers Monday: ABVX, RKLB, and more
Italy's antitrust body fines $115 million for Apple's dominant position
'Avatar: Fire and Ash' debuts strongly at box office, but trails prior sequel
James Grant says his best stock pick of 2025 may still be cheap

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After two down years in a row, history suggests Santa will return this week. (0:17) Q3 GDP is due. (1:15) Bill Ackman wants to help SpaceX go public. (1:36)

Show Notes
Top tech picks for 2026
Dividend Roundup

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Micron (MU) earnings take it to a new high (0:45). EV check-in with Ford (2:40). Rivian rally (4:45). Tesla quietly drifting higher (6:30). Economic data catching up after government shutdown (8:30).

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Micron signals further gross margin expansion as AI-driven demand strains supply into 2026
Tesla stock scales a new record high for the first time in nearly a year
Ford's ESS strategy could generate as much as $5B in additional revenue

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TikTok (BDNCE) agrees to new joint U.S. venture. (00:24) Instacart (CART) settles FTC claim over deceptive practices. (01:25) Nike (NKE) targets double-digit EBIT margins through sport offense and operational efficiency. (02:28)

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Top Stocks 2026
Biggest stock movers Friday: NNE, CORZ, NKE and more
Sony to take over Snoopy, Peanuts franchise for $457M
NYSE, Nasdaq keep trading hours unchanged after Trump's holiday announcement
JPMorgan spotlights 11 tech stocks to watch out for in 2026
Take the news quiz

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Trump Media’s $6B merger with fusion company TAE. (0:15) Inflation drops – with caveats. (1:30) OpenAI valued at $750B. (3:21)

Show Notes
Top 10 market risks for 2026
Steve Cress’ Top Stocks for 2026 – sign up today      

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Activist investor Elliott takes over $1 billion stake in Lululemon (LULU) - report. (00:26) Micron (MU) forecasts $100B HBM market by 2028 as supply tightness persists through 2026. (01:28) Hedge fund in talks to potentially buy Warner Bros. (WBD) TV assets, including CNN - report. (02:16)  

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Biggest stock movers Thursday: MU, LULU and more
U.S. approves $11.1 billion arms sales to Taiwan
House passes Republican healthcare bill without extending ACA subsidies
Instacart stock falls on report of FTC probe over AI pricing tool

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Oil bounces after Trump orders blockade of sanctioned tankers off Venezuela. (00:23) Affirm (AFRM) CFO says consumer 'feels quite healthy'. (01:38) Rail unions sound alarm on $85B Union Pacific (UNP)-Norfolk Southern (NSC) merger over safety and cost concerns: report. (02:17) 

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Top Stocks 2026
Biggest stock movers Wednesday: MU, NFLX, PLCE and more
US prepares new Russia sanctions if Putin rejects peace deal - report
Years-long bear market coming for gold and silver, analyst Gilburt predicts
Nvidia plans $1.5B server farm in Israel - Calcalist

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Latest unemployment rate up to 4.6%, highest since 2021. (0:15) Analysts cool on ice cream pure play. (2:04) Howard Stern inks new Sirius deal. (2:49)

Show Notes
One million driverless Teslas by 2035?
Steve Cress’ Top Stocks for 2026 – sign up today      

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Ford (F) shifts EV strategy, takes $19.5B write-down and drops current Lightning production. (00:25) Nasdaq (NDAQ) seeks SEC nod for round-the-clock stock trading - report. (01:38) The holiday shopping season ramps up again with Super Saturday on December 20. (02:34)

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Biggest stock movers Tuesday: RILY, ORGO, KYTX, RC, LWLG and more
Tesla directors won over $3 billion in stock awards - Reuters
Cathie Wood buys the dip: Ark Invest loads up on Bitmine, CoreWeave
Trump sues BBC over speech edit in documentary, seeks $10B in damages

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Wedbush says Tesla market cap will hit $2T next year. (0:15) ServiceNow slumps on deal report. (1:11) Netflix leadership seeks to assuage deal worries. (2:18)

Show Notes
Goldman’s catch-up stocks for 2026    

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Tariffs piled extra pressure on iRobot. (0:15) Alphabet set for a SpaceX windfall. (1:10) ‘Zootopia 2’ still top of the box office. (2:03)    

Show Notes
Hedge funds are piling into commodities

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Oracle's earnings showed mixed results, leading to an 11% drop (0:15). Broadcom's strong earnings overshadowed by warnings of margin pressures (2:30). AutoZone's miss highlights broader economic challenges (3:25). Airline relief rally following government shutdown (5:30). A streaming bidding war (7:05). Nike and FedEx earnings will provide insights into consumer spending (8:45). Explaining market uniformity and fluctuations between excitement for AI and concerns over costs (10:00). The Fed's uncertain policy, with multiple dissents (15:25).

Show Notes
AI stocks sink on Broadcom, Oracle worries
Trump’s Executive Order on cannabis rescheduling expected on Monday: CNBC

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Margin worries lead to selling of another big AI trade name. (0:15) Pot stocks pop. (1:16) Bud closing breweries. (2:07)    

Show Notes
Oracle's plunge wipes out $25B from Larry Ellison's net worth  

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Along with a 3-year IP deal, Disney invests $1B in OpenAI. (0:15) Jobless claims rise. (2:22) End of an era for Macau. (3:04)

Show Notes
Lilly’s next-gen weight-loss drug meets endpoints

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The AI trade hit a speedbump as Oracle fell short on the top line. (0:15) SpaceX gearing up to go public. (1:55) Meta’s new AI team clashing with old guard. (3:04)        

Show Notes
Paramount’s Ellison makes his case to shareholders  

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FOMC cuts interest rate for third straight meeting, but dissents grow (0:15). Dow, S&P 500 rise (2:50). YouTube to launch TV plans in early 2026 (4:20). Semiconductor action varies widely in active day (5:00). 

Show Notes:
FOMC cuts interest rate for third straight meeting, but dissents grow
Semiconductor stock action varies widely in active day for sector
Nvidia And The H200 Landscape; Broadcom's Strategic Positioning

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Standard Chartered strategist cuts his 2026 bitcoin forecast in half. (0:15) Nvidia to offer LoJack for its GPUs? (1:35) What’s behind silver’s big surge? (2:32)        

Show Notes
Elon Musk wouldn’t do DOGE again
JPMorgan bank head sees ‘fragile’ economy

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Meta looks to replace Llama with Avocado next year. (0:15) Americans are very reluctant to quit. (2:12) Office Depot/Office Max public journey ends. (2:50)

Show Notes
Goldman’s 39 sweet spot consumer stocks
Home Depot cautious on ‘26

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President Trump OKs export of the high-ends GPUs, says U.S gets 25% cut. (0:15) Sen. Warren blasts Paramount’s hostile Netflix bid. (1:25) Paper says binge watching hurts stock returns. (2:11)        
Show Notes
Deere drops as Trump calls for lower farm equipment prices  

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Paramount looks to snake Netflix’s Warner Bros. deal at $30/share. (0:15) Wedbush gets more bullish on Apple. (1:54) Top Berkshire lieutenant following Buffett out the door. (2:29)

Show Notes
Is Trump’s falling approval ratings a signal to buy midcap stocks?

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IBM will reportedly pay $11B for the data streaming company. (0:15) Lilly, Pfizer, J&J in China’s private insurance catalog. (1:05) White House rolling out $12B in aid for farmers. (2:06)    

Show Notes
What’s the best data central stock play?

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The market expects a quarter-point rate cut, but lots of dissents. (0:22) Two big AI names report earnings: Oracle and Broadcom. (1:23) Michael Burry says OpenAI is Netscape. (2:42)

Show Notes 
Earnings Calendar
Dividend Roundup

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Netflix (NFLX) is buying Warner Brothers (0:20). Dollar General (DG), Salesforce (CRM) earnings (6:40). December Fed meeting (12:30). Meta chooses AI over metaverse (19:00).

Show Notes
Core PCE inflation inches down to +2.8% Y/Y in September, as expected
9 out of 10 companies deliver EPS wins this week
Life After Mag 7

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AI chipmaker Moore Threads Technology is rocketing higher on its debut in China. (0:15) White House looks to take more stakes in mineral companies. (1:07) Neocloud company Fluidstack valued at $7 billion. (1:43)    

Show Notes
HP Enterprise tumbles on weak server sales

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