Wall Street Breakfast

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.

More than $6 billion was spent online on Thanksgiving. (0:16) Wedbush not fazed by FTC focus on Microsoft. (3:41) Canada joins push for Google breakup. (4:04)Show NotesDisney's 'Moana 2' bashing Thanksgiving records3 “winners” vs. “losers” within consumer discretionary stocksEpisode 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.

Trade around the clock: SEC approves the 24X National Exchange. (00:28) It’s official: Australia passes social media ban for kids under 16. (01:08) Consumer stocks enter the limelight with Black Friday and Cyber Monday. (02:21)Episode transcripts seekingalpha.com/wsb.Show links: Germany's retail sales rise 1% Y/Y in OctoberAsian markets mixed after Thanksgiving, China rebounds over easing concernsGoogle asks appeals court to throw out Epic Games app store verdictSign 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.

Investors set aside Trump's new tariff threats (0:35), Fed signals moderate pace in cutting rates (1:30). No exemption for crude oil imports (4:00). U.S. oil producers won't 'drill, baby, drill' (5:50). Bitcoin pulls back (7:05). Flurry of retail earnings illustrate challenges (8:40).Episode transcripts: seekingalpha.com/wsbShow links: Bitcoin drifts down toward $90K; can it hit $100K by year-end?Trump plans no exemption for crude oil imports in potential tariff planHoliday shopping season kicks off with flurry of retail earningsBlack Friday Sale: 20% off Seeking Alpha! 

Trinity Capital CEO Kyle Brown talks interest rates roller coaster and what that means for the financial sector (1:10). Liquidity is really important and private credit is real (4:25). Why there's been an increase in interest in BDCs (7:50).Episode transcripts: seekingalpha.com/wsbShow links: Trinity Capital Q3 2024 Earnings Call TranscriptBlack Friday Sale: 20% off Seeking Alpha. Find the right investment tools to reach your goals! 

Dow outshined both the Nasdaq and benchmark S&P 500 (0:30). Gold sinks by most in 4 years (1:11). Crude oil falls sharply (1:50) Trump prepares broad energy plan (2:40).Episode transcripts: seekingalpha.com/wsbShow links: Gold sinks by most in four years as Israel-Hezbollah ceasefire nearsTrump prepares broad energy plan to boost gas exports - reportBlack Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals! 

Dow, S&P, and Nasdaq advance while yields slide to start holiday shortened week (0:25) J.P. Morgan's top biotech picks and analyst focus list (2:10). Will gold rally pause? (3:45)Episode transcripts: seekingalpha.com/wsbShow links: JPMorgan updates its U.S. Analyst Focus ListGold rally may pause, while platinum set to catch upNuclear wins as the best alternative energy sourceBlack Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals! 

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/wsbShow 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.