Wall Street Breakfast

Latest Episodes:

Paramount goes hostile for Warner Dec 08, 2025

Show notes

Paramount looks to snake Netflix’s Warner Bros. deal at $30/share. (0:15) Wedbush gets more bullish on Apple. (1:54) Top Berkshire lieutenant following Buffett out the door. (2:29)
Show Notes
Is Trump’s falling approval ratings a signal to buy midcap stocks?
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.

IBM to buy Confluent in further AI push Dec 08, 2025

Show notes

IBM will reportedly pay $11B for the data streaming company. (0:15) Lilly, Pfizer, J&J in China’s private insurance catalog. (1:05) White House rolling out $12B in aid for farmers. (2:06)
Show Notes
What’s the best data central stock play?
Episode transcripts: seekingalpha.com/wsb
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Fed seen ending the year with a cut Dec 07, 2025

Show notes

The market expects a quarter-point rate cut, but lots of dissents. (0:22) Two big AI names report earnings: Oracle and Broadcom. (1:23) Michael Burry says OpenAI is Netscape. (2:42)
Show Notes
Earnings Calendar
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: Netflix deal to buy Warner Brothers Dec 05, 2025

Show notes

Netflix (NFLX) deal to buy Warner Brothers (0:20). Dollar General (DG), Salesforce (CRM) earnings (6:40). December Fed meeting (12:30). Meta chooses AI over metaverse (19:00).
Show Notes
Core PCE inflation inches down to +2.8% Y/Y in September, as expected
9 out of 10 companies deliver EPS wins this week
Life After Mag 7
Episode transcripts: seekingalpha.com/wsb
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China's Nvidia soars 500% after IPO Dec 05, 2025

Show notes

AI chipmaker Moore Threads Technology is rocketing higher on its debut in China. (0:15) White House looks to take more stakes in mineral companies. (1:07) Neocloud company Fluidstack valued at $7 billion. (1:43)
Show Notes
HP Enterprise tumbles on weak server sales
Episode transcripts: seekingalpha.com/wsb
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Dr Zuckerberg and the Metaverse of sadness Dec 04, 2025

Show notes

Meta looking to make big cuts to Metaverse team as it focuses on AI. (0:15) Is AI’s future now in Paris? (1:18) Is Bugs Bunny destined for Stranger Things? (2:55)
Show Notes
Top 5 risks 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.

Mr Nvidia goes to Washington Dec 04, 2025

Show notes

Nvidia scores DC lobbying victory with CEO Jensen Huang meeting with Trump. (0:15) Snowflake shares hit as guidance disappoints. (1:20) Insta and Facebook start deactivating Aussie accounts. (2:37)
Show Notes
Paramount ups Warner breakup fee
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.

The year of the robot approaches Dec 03, 2025

Show notes

The White House is reportedly making robotics its AI priority in 2026. (0:15) Private payrolls fall in November. (1:57) Nike, Lacoste cited for greenwashing. (2:27)
Show Notes
Stocks crushed by the K
Air taxis coming to Miami
Pure Storage plunges
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.

Nike shakes up its starting lineup Dec 03, 2025

Show notes

Nike makes top leadership changes as part of turnaround plan. (0:15) Netflix says a combo with HBO Max would be cheaper for viewers. (1:25) YouTube bans users under 16 in Australia. (2:16)
Show Notes
Has silver come too far too fast?
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.

Can Garlic cure an AI Code Red? Dec 02, 2025

Show notes

OpenAI’s Garlic to take on Gemini as Altman calls ‘code red.’ (0:15) Apple’s head of AI is out. (1:19) Comcast sues Trump administration for tariff refund. (2:37)
Show Notes
Once-in-a-generation opportunity in quality stocks
Old Lady of Threadneedle Street weighs in on AI risks
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 .

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