Wall Street Breakfast

Payrolls up more than 200K and the unemployment rate holds at 3.7%. (0:15) But another jobs indictor hits crisis levels. (2:32) Microsoft could soon topple Apple as world's biggest company. (4:48)Show NotesDividend Roundup: Johnson & Johnson, AT&T, Mastercard, PNC Financial, and moreAluminum and copper to boost in 2024 + other commodities calls - GSPalantir slips as Jefferies downgrades, says AI is 'overhyped'Episode 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.

QuantumScape (QS) skyrockets after dazzling with Volkswagen (VLKAF) battery test. (00:23) Costco (COST) benefits from additional shopping day in December, net sales up 9.9%. (01:32) McDonald's (MCD) faces backlash in Middle East impacting business. (02:10)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Peloton, Medical Properties Trust, and morePepsico products pulled from Carrefour as retailer loses appetite for price hikesMasking returns to some U.S. hospitals amid rising COVID, flu casesMicrosoft may soon supplant Apple as world's most valuable companySign 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 Windows keyboard gets a button for Copilot AI. (0:15) Walgreens slashes its dividend. (3:56) Big upgrade seen for the iPhone camera - in 2025. (4:25)Show NotesAccelerating topline growth stocks - GoldmanInitial jobless claims fall to lowest level in 3 monthsMobileye weak Q4, full-year guidance sends shivers down spine of chip industryEpisode 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.

Apple (AAPL) to settle suit related to iTunes gift card scam - report. (00:23) TikTok (BDANCE) sets sights on Amazon (AMZN) with goal of growing e-commerce tenfold. (01:46) CVS to drop Humira (ABBV) from certain formularies, cover biosimilars instead. (02:36) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Cal-Maine Foods, FuboTV and moreMicrosoft adds Copilot AI button in first big change to PC keyboard in decadesMark Zuckerberg sold $428M worth of Meta stock at the end of 2023Piper Sandler downgrades Apple on iPhone sales and macroeconomic worriesSign 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.

Hedge fund Blackwells Capital will nominate 3 directors to Disney’s board to support the CEO. (0:15) Bitcoin sees a sharp early plunge. (2:27) U.S. national debt tops $34 trillion. (3:49)Show NotesMegacap rout in January is now consensus - BofAJob openings fall more than expected in November - JOLTS reportEpisode 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.

Maersk (AMKBY) to continue pausing Red Sea transit after attack on ship. (00:23) AST SpaceMobile (ASTS) soars after seeing fundraising close this month. (01:19) Universal Logistics (ULH) to invest $50M for expansion into greater Roanoke, Virginia market. (01:53)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: SoFi Technologies, Bloomin' Brands and moreTop 10 stock ideas for 2024 Q1 - BofAUPS, CRWD and TOL among Wells Fargo's 11 overweight tactical ideasTesla's China-made EV sales surged in December, capturing over half of global deliveries in 2023Sign 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.

Wedbush sees Apple, Microsoft and other techs leading a 33% rise in the Nasdaq. (0:15) Oil is volatile amid Red Sea conflict. (2:41) Tesla tops delivery expectations. (3:10) Show NotesGap between all-time highs for the S&P 500 is the sixth longest in historyEpisode 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.

2024 electric vehicle jolt - fewer models qualify for the full tax credit. (00:33) Bitcoin (BTC-USD) rings in the new year with a rise above $45,000. (02:10) Corcept Therapeutics (CORT) plunges after loss in patent battle with Teva (TEVA). (03:12)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Li Auto, crypto-related stocks and moreOil climbs as Iran sends warship to Red Sea after U.S. sinks Houthi boatsAvangrid cancels merger deal with PNM ResourcesChina's manufacturing expansion picks up driven by stronger domestic demandSign 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.

Rob Isbitts on 12 market themes from 2023 and why 2024 is set to be the year of living dangerously as there are a lot of markets at the crossroads. This is an abridged conversation from a recent Investing Experts podcast.Episode transcripts: seekingalpha.com/wsbShow Notes:In Store For '24Dogs Of The Dow For 2024, And Why DJD Is Outperforming SCHDRanking The Magnificent 7 Stocks And An ETF That Owns Them All (FNGS)Portfolio Construction, Options And Covered Call ETF VulnerabilityRob's Sungarden investment PublishingSign 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.

Providers like News Corp. and Gannett look to negotiate following the New York Times lawsuit. (0:15) UnitedHealth is shedding its Brazil business. (2:47) Foreign investors are bailing on a big bet on China stocks. (3:03)Show Notes20 global single name stock shorts for 2024 - Morgan StanleyFisker up 9% on huge increase in deliveries between Q3 and Q4Episode 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.

Happy last trading day of 2023! (1:10) Google to settle $5B 'Incognito Mode' lawsuit (3:00) Cathie Wood switches Bitcoin ETFs (3:50).Episode transcripts: seekingalpha.com/wsbShow links:Nasdaq, S&P, Dow experienced limited moves on the second to last trading day of 2023Elon Musk’s Tesla likely to set up its first India manufacturing plant in GujaratAmazon, Meta, Booking, Uber on top at Wedbush in 2024Sign 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.

With rates surging, $1.3 trillion flowed into cash, more than any asset class. (0:15) Microsoft's 'iPhone moment.' (2:06) Cathie Wood sheds remaining stake of Grayscale. (2:55)Show Notes24 global single name stock longs for 2024 - Morgan StanleyInitial jobless claims rise more than expected in past weekIntel slips even as Argus sings praise on AI, Israel foundryEpisode 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.

Crypto-related names extend gains (1:15) Apple Watch ban paused by appeals court (1:46) and Alibaba fails to get suit dismissed (6:25).Episode transcripts: seekingalpha.com/wsbShow links: 2024 Analyst Outlook: Lawrence Fuller On An Economic Soft Landing ScenarioFannie, Freddie stocks backtrack after rally, analyst Bove weighs inJD.com plans pay hike for staff amid competition, Chinese consumption woes 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.

The paper alleges the companies illegally used its content to train AI models. (0:15) Chinese stocks fall below a major long-term support level. (1:46) Apple iPhone design chief said to join Jony Ive at new firm. (2:56)Show NotesCiti’s top stocks in healthcareSoftbank gets $7.6B worth T-Mobile stock at no extra costEpisode 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.

Intel (INTC) drives semiconductor stocks higher after Israeli grant for chip plant. (00:26) Dish Network (DISH) merger with EchoStar (SATS) slated to close Sunday. (01:16) Amazon Prime (AMZN) getting ads next month, or pay for ad-free streaming. (01:55)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Coherus BioSciences, Bit DigitalBig buying opportunities in the financial and industrial sectors - analystNio closes $2.2 billion strategic equity investment from CYVNBest and worst performing big names of 2023Sign 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.

Imports and sales of Apple Watches are banned effective today due to patent issues. (0:15) FedEx announces share buyback. (1:42) There is a new dominant COVID-19 strain. (2:27)Show NotesCiti’s top picks in TechHome price growth eases slightly in October: S&P CoreLogic Case-Shiller IndexEpisode 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.

AstraZeneca (AZN) to buy Gracell Biotechnologies (GRCL) for $1.2 billion. (00:22) Manchester United (MANU) agrees to sell 25% stake to billionaire Jim Ratcliffe for $1.3B. (01:46) Nano Dimension (NNDM) offers to buy Stratasys (SSYS) for $16.50 a share (update). (02:30)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Gracell Biotechnologies, MBIA and moreAirline profits set to take off in 2024Intel's future may be turning around. One firm thinks it eventually splits upCannabis companies higher after Biden pardons thousands for marijuana offensesSign 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.

Chaim Siegel of Elazar Advisors has been bullish for most of 2023 and remains bullish for 2024. Why jobless claims are a key measure to watch (0:20) 3 major drivers to bonds (3:10). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcast.Subscribe to Chaim's Fed TraderEpisode transcripts: seekingalpha.com/wsbShow links:Initial jobless claims edge up to 205,000Chance For A Market Dip In Early 2024 - Chaim SiegelWall Street Lunch: Big Moves In The Bond MarketSign 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.

Retail shocker: Nike (NKE) warns on soft sales, high promotional activity. (00:26) Cytokinetics (CYTK) soars amid report of Novartis (NVS), AstraZeneca (AZN) takeover interest. (02:35) Government opens investigation into frequent flyer programs. (03:12)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Rocket Lab, NetEase, Nike and moreNine buy-rated stocks in the Communication Services sector - CitiBecton, Dickinson in $85M settlement over failure to disclose defects with infusion pumpsDOJ says Ultragenyx to pay $6M to resolve Medicare claims allegationsSign 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.

Warner Bros. Discovery (WBD) talking to Paramount (PARA) about possible deal - reports. (00:26) Citigroup (C) plans to exit distressed debt trading - report. (01:54) Tesla (TSLA) supplier Panasonic (PCRFY) shelves plan to build EV battery plant in Oklahoma. (02:17)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Calliditas Therapeutics, BlackBerryAccenture to buy Jixie, a digital marketing platform in IndonesiaMicrosoft, OpenAI see authors join copyright lawsuit over AI models' training - reportAlphabet gains amid report of restructuring to impact ad sales unitSign 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.