Wall Street Breakfast

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 NotesMarvell looking to buy Celestial AIEpisode 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.

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 DecemberEpisode transcripts: seekingalpha.com/wsbSign 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.    

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'  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.    

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 NotesSwiss shoot down 50% inheritance taxEarnings CalendarEpisode 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.

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?Episode transcripts seekingalpha.com/wsb.Show links: Jack Bowman | Seeking AlphaTake the quiz: Investment News Quiz - Friday, Nov. 28Biggest stock movers Friday: BITF, and moreE-commerce sales surged in October amid generative AI push and heavy promotionsSign 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.

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 Notes3D printed chicken?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 .

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)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: DELL, HPQ, and more'Rush Hour 4' in the works after Trump's push to revive seriesItaly's antitrust body expands probe against Meta over WhatsApp AI toolsOPEC+ likely to keep output unchanged, plan for 2027 baselines in focus - 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.

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 NotesThe 2025 turkeysEpisode 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 .

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)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: NVDA, ZM, and moreInitial Q3 GDP estimate to be released right before ChristmasFed study sees tariffs lowering inflation then boosting itSandisk to join S&P 500; UPWK, FIBK, HBI to be part of S&P SmallCap 600Sign 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 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 NotesChip stocks surgeSign 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 .

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)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: PONY, MP, and moreSA: What are the best defensive stocks right now?Salesforce CEO Marc Benioff has a 'Holy S---' AI momentQwen app hits 10 million downloads in a week as Alibaba pushes ChatGPT rivalSign 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.

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 Notes50 stocks that mean the most to hedge funds Earnings 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.

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 NotesTrump drops 40% tariffs on Brazilian beef, coffee amid rising food pricesWhy the September jobs report will lead to more tariff cutsWall Street rebounds after the prior day’s volatile downturnEpisode transcripts: seekingalpha.com/wsbSign 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 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)Episode transcripts seekingalpha.com/wsb.Show links: Take the news quiz: Investment News Quiz - Friday, Nov. 21Biggest stock movers Friday: GAP, ESTC, and moreWall Street's slide likely driven by signals in crypto - Fundstrat's Lee, IBKR's SosnickNvidia-Foxconn's Taiwan supercomputing center to be ready by H1 2026Strategy may face billions in outflows if excluded from MSCI indices - JPMorganSign 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.

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 NotesThis bond action could signal the end of the equity bull market  Episode transcripts: seekingalpha.com/wsbSign 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.

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) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: NVDA, PANW, and moreNvidia surges, boosting market cap by billions, while analysts cheer Q3 results and outlookChina considers aggressive new stimulus to rescue property sector amid financial system fears - reportMeta's chief AI scientist Yann LeCun announces departure to start his own firmSign 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.

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) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: PLUG, ON, and more'Relax,' selloff is just P&L protection - NomuraElon Musk’s xAI in advanced talks to raise $15 billion lifting valuation to $230 billion - reportWarner Bros. Discovery board wants Paramount to offer around $30/share - AxiosSign 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.

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 NotesGoldman’s best AI productivity stocksWhy traders are watching this key S&P level    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 .

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)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: OWL, AXTA, and moreNio's right-hand drive model Firefly enters productionBaidu 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 - 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.

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 NotesNetflix 10-for-1 stock split goes into effect    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 .