Wall Street Breakfast

Latest Episodes:

Tesla stock seen having a monster 2026 Dec 15, 2025

Show notes

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.

Roomba maker files for bankruptcy Dec 15, 2025

Show notes

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
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Wall Street Roundup: market reacts to earnings Dec 12, 2025

Show notes

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
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Broadcom gives AI traders another headache Dec 12, 2025

Show notes

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
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Disney licenses characters to OpenAI Dec 11, 2025

Show notes

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.

Oracle tumbles on revenue miss Dec 11, 2025

Show notes

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
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3rd straight FOMC cut, but dissents grow Dec 10, 2025

Show notes

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
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Big bitcoin bull cries uncle Dec 10, 2025

Show notes

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
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Meta aims for new AI model in '26 Dec 09, 2025

Show notes

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.

Nvidia can ship H200 GPUs to China Dec 09, 2025

Show notes

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
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