Wall Street Breakfast

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. Episode transcripts seekingalpha.com/wsb . Show links: Top Stocks 2026 Jack Bowman-Bowman Capital Management Investment News Quiz - Friday, Dec. 26 Tariffs: Latest news and analysis 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 .

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) Episode transcripts seekingalpha.com/wsb . Show links: 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 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 .

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) Episode transcripts seekingalpha.com/wsb . Show links: 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 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 .

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 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 .

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) Episode transcripts seekingalpha.com/wsb . Show links: 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 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 .

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 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 .

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). Show links: 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 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 .

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) Episode transcripts seekingalpha.com/wsb . Show links: 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 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 .

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 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 .

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) Episode transcripts seekingalpha.com/wsb . Show links: 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 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 .

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) Episode transcripts seekingalpha.com/wsb . Show links: 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 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 .

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 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 .

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) Episode transcripts seekingalpha.com/wsb . Show links: 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 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 .

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 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 .

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 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 .

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 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 .

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 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 .

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 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 .

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 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 .

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 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 .

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 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 .

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 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 .

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 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 .

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? 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 .

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? 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 .