Wall Street Breakfast

Latest Episodes:

AI boosting CEO productivity now Dec 22, 2025

Show notes

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 soars past $4,400 Dec 22, 2025

Show notes

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.
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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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Santa Claus Rally time Dec 21, 2025

Show notes

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.

Wall Street Roundup: Micron earnings, EV check-in Dec 19, 2025

Show notes

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
Episode transcripts: seekingalpha.com/wsb
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TikTok’s U.S. survival plan is locked in Dec 19, 2025

Show notes

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.
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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
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Nuclear fusion goes public Dec 18, 2025

Show notes

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 Elliott loads up on lululemon Dec 18, 2025

Show notes

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.
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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 snaps back Dec 17, 2025

Show notes

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.
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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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Unemployment rate keeps climbing Dec 16, 2025

Show notes

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 takes $19.5B EV reset Dec 16, 2025

Show notes

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.
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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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