Wall Street Breakfast

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)Episode transcripts seekingalpha.com/wsb.Show links:Top Stocks 2026Biggest stock movers Friday: BIDU, NIO, and moreWhat analysts are predicting for 2026Bain Capital enters $344M deal to buy parent company of South Korea's athleisure brandChinese AI chipmaker Biren jumps 100% on Hong Kong IPO debutTake the news quizSign 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

What’s in store for craft brewing next year? (0:16) Nike CEO buying. (2:09) Michael Burry on Tesla. (3:12)Show NotesAll J.P. Morgan’s stock picks for 2026Episode 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.

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.Episode transcripts seekingalpha.com/wsb.Show links: Top Stocks 2026January: 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 tariffsMay: Wall Street slides, Dow falls 800 points as bond sell-off & fiscal fears batter sentimentJune: Trump, Musk in public spat over spending billJuly: Westinghouse plans to build 10 large nuclear reactorsAugust: Trump moves to fire Fed Governor Lisa CookSeptember: Google not required to sell Chrome in antitrust remedy rulingOctober: Bureau of Labor Statistics to shut down during government s

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 NotesIs silver in a bubble? Quant vs. AnalystSteve Cress’ Top Stocks for 2026 – sign up todayEpisode 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 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)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: New Era Energy & Digital and Society PassSA Asks: Would SpaceX stock be a good investment?Silver slammed in biggest one-day drop since 2021, gold also plungesSamsung wins annual U.S. approval for chipmaking tool shipments to China - 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.

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 NotesEvercore’s top internet stock 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.

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)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: Coupang, Sable OffshoreTrump says 'thorny issues' remain in Ukraine talks, Zelenskyy says ready for peaceSilver is now the third most valuable asset in the worldSA Asks: What's the best silver play right now for investors?SA Asks: What's the best gold play right now for investors?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.

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 2026Jack Bowman-Bowman Capital ManagementInvestment News Quiz - Friday, Dec. 26Tariffs: Latest news and analysisSign 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 moreBessent sees GDP jump leading to increased hiring, 'large paychecks'One of the biggest comeback stories in the retail sector is a secondhand clothes sellerSanofi to buy Dynavax for $15.50 per shareSign 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 moreThe ‘Santa Claus rally’ is here, now prepare for the ‘January effect’ – analystCiti 2026 semis outlook: MCHP top pick, AVGO, ADI, MU, NXPI, TXN buy-ratedRyanair Holdings shares surge 55%, leading European airline stocks in 2025Sign 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 NotesThings that WON’T Happen in 2026Steve 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 moreItaly's antitrust body fines $115 million for Apple's dominant position'Avatar: Fire and Ash' debuts strongly at box office, but trails prior sequelJames Grant says his best stock pick of 2025 may still be cheapSign 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 NotesTop tech picks for 2026 Dividend 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.

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 2026Tesla stock scales a new record high for the first time in nearly a yearFord's ESS strategy could generate as much as $5B in additional revenueEpisode 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.

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 2026Biggest stock movers Friday: NNE, CORZ, NKE and moreSony to take over Snoopy, Peanuts franchise for $457MNYSE, Nasdaq keep trading hours unchanged after Trump's holiday announcementJPMorgan spotlights 11 tech stocks to watch out for in 2026Take the news quizSign 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 2026Steve 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 moreU.S. approves $11.1 billion arms sales to TaiwanHouse passes Republican healthcare bill without extending ACA subsidiesInstacart stock falls on report of FTC probe over AI pricing toolSign 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 2026Biggest stock movers Wednesday: MU, NFLX, PLCE and moreUS prepares new Russia sanctions if Putin rejects peace deal - reportYears-long bear market coming for gold and silver, analyst Gilburt predictsNvidia plans $1.5B server farm in Israel - CalcalistSign 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 NotesOne 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 moreTesla directors won over $3 billion in stock awards - ReutersCathie Wood buys the dip: Ark Invest loads up on Bitmine, CoreWeaveTrump sues BBC over speech edit in documentary, seeks $10B in damagesSign 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.