Wall Street Breakfast

Latest Episodes:

Netflix ready to splash the cash for Warner Dec 02, 2025

Show notes

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 Notes
Marvell looking to buy Celestial AI
Episode transcripts: seekingalpha.com/wsb
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NYC bets on mega casinos Dec 01, 2025

Show notes

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 December
Episode transcripts: seekingalpha.com/wsb
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Japanese bonds are spooking the globe Dec 01, 2025

Show notes

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
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Retail and tech earnings kick off December Nov 30, 2025

Show notes

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 Notes
Swiss shoot down 50% inheritance tax
Earnings Calendar
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.

Black Friday: Big Crowds, Bigger Stakes Nov 28, 2025

Show notes

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 Alpha
Take the quiz: Investment News Quiz - Friday, Nov. 28
Biggest stock movers Friday: BITF, and more
E-commerce sales surged in October amid generative AI push and heavy promotions
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Consumers ramp up holiday spending Nov 26, 2025

Show notes

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 Notes
3D 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 downsizes to power up Nov 26, 2025

Show notes

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 series
Italy's antitrust body expands probe against Meta over WhatsApp AI tools
OPEC+ likely to keep output unchanged, plan for 2027 baselines in focus - report
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Warner Bros. asks for sweetener bids Nov 25, 2025

Show notes

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 Notes
The 2025 turkeys
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’s chip reign challenged Nov 25, 2025

Show notes

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 more
Initial Q3 GDP estimate to be released right before Christmas
Fed study sees tariffs lowering inflation then boosting it
Sandisk to join S&P 500; UPWK, FIBK, HBI to be part of S&P SmallCap 600
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AI trade battles back Nov 24, 2025

Show notes

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 Notes
Chip stocks surge
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