Wall Street Breakfast

GTA VI predicted to generate $3 billion in revenue. (0:15) Madison Square Garden called a best idea for '25. (2:39) Get Apple TV for free. (3:48)Show NotesStock markets will close Jan. 9 for President Carter Day of MourningWhat to watch out for in 2025 (including a rate hike)Find out more about Seeking Alpha's Virtual Analyst Reports here.

South Korea to inspect Boeing 737-800s after deadly crash. (00:27) Snow Lake Resources drops, prices $15 million offering. (01:59) "Sonic the Hedgehog 3," "Mufasa" dominate Christmas weekend box office. (02:35)Episode transcripts seekingalpha.com/wsb.Show links: Top 10 REITs heading into 2025Google CEO asks employees to brace for challenging 2025What to watch out for in 2025 (including a rate hike) - Apollo's SlokSign 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 Nasdaq is up 30% and the Dow trails badly, up 14%. (0:34) Housing and manufacturing data dominate short week. (1:57) South Korea plane crash kills 179. (3:07)Show NotesWedbush bullish on Palantir, SalesforceMore than half of U.S. at high risk of power shortages in next decadeEpisode 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.

Netflix (NFLX) dazzles with record-setting ratings for Christmas NFL games. (00:24) Rigetti (RGTI) leads quantum stocks higher as year-end surge continues. (1:59) Mortgage rates up for the second straight week. (03:20)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: SES, ABATTop dividend picks for 2025 according to Seeking Alpha’s Quant metricsWith the new year upon us, a look back at Wall Street's Santa rallies since 2000Elon Musk says he prefers Lilly’s Mounjaro over Novo’s OzempicFind out more about Seeking Alpha's Virtual Analyst Reports here.

Holiday sales on record pace, but nearly $900B could be returned. (0:16) Roaring Kitty back again. (2:39) Investors should brace for post-inauguration disillusionment. (4:13)Show NotesWhat to expect from the Macau casino sector in 2025Uber reacts to regulatory snub in TaiwanFind out more about Seeking Alpha's Virtual Analyst Reports here.

Bain, KKR bids reach $7.6B billion for Seven & i (SVNDY) non-core assets - Reuters. (00:24) Japan Airlines (JAPSY) hit by cyberattack, flights delayed. (01:28) DoubleU Games (DDI) to buy Turkish gaming studio Paxie Games. (02:13)Episode transcripts seekingalpha.com/wsb.Show links: Sanctions? Russia is now using bitcoin for international tradeChina's average housing rent slump to 4-year low in November amid persistent supply glutsCompanies line up to fund Trump inauguration despite withholding support after Jan. 6Uber's $950M purchase of Delivery Hero's Foodpanda business blocked by TaiwanSign 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.

Record number of unionized workers could walk out Christmas Eve. (0:16) American Airlines briefly grounds all flights. (3:24) Netflix gears up for NFL debut. (4:50) Scrooge & Marley spooks investors. (6:08)Show NotesSanta rally takes first step, Nasdaq +1.35%Nasdaq 100 rebalanceMajor banks sue Federal Reserve over stress testing frameworkEpisode 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.

Biden to decide on US Steel takeover after CFIUS deadlocks. (00:22) Rocket Companies stock drops after CFPB sues Rocket Mortgages. (01:53) Abbott in settlement with DexCom over continuous glucose monitors. (02:37)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: X, CYTK, and moreNasdaq 100 rebalance: Meta, Broadcom and Tesla index weighting reducedFDA approves first generic of Novo Nordisk's VictozaHIVE Digital Technologies invests $30M in NVIDIA H100 and H200 GPU clusters in QuebecSign 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 department store chain accepts at $6.5B buyout offer. (0:16) The Container Store files for Chapter 11. (1:15) U.K. looks to facial recognition to limit social media use. (4:46)Show NotesMaterials, software stocks are best poised for H1 outperformanceConsumer confidence slidesFind out more about Seeking Alpha's Virtual Analyst Reports here.

Starbucks (SBUX) union workers are now on strike in nine states. (00:21) Honda (HMC) and Nissan (NSANY) share details of merger talks; Mitsubishi (MMTOF) may also come aboard. (01:39) Stellantis (STLA) calls off plans to lay off 1,000 workers at Ohio Jeep factories: report. (02:30)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: HMC, RUMCiti's 10 things to watch for in fintech in 2025Faraday Future Intelligent Electric gets $30 million financingPalantir (PLTR), Anduril may form consortium to take on big defense companies: 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 holiday-shortened week will market the start of seasonal stock gains. (0:18) Costs soaring on ChatGPT improvement project. (4:06) How much did the "12 Days of Christmas" cost in '24? (5:14)Show NotesSenate passes bill to prevent government shutdown, Biden signsDividend RoundupEpisode 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.

Christine Mastandrea, COO of Whitestone REIT, on managing interest rate strategies and why retail isn't dead.Show NotesFed's Hawkish Cut Hits Stocks HardREITs: Very Bond-LikeEpisode 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.

Big news this week was the hawkish Fed announcement, which brings up worst-case scenario fear for the market, stagflation (0:50). Moving into AI 2.0, Broadcom as an example (7:00). Home improvement retailers slide; housing in the cross hairs (11:05).Show NotesFed's Hawkish Cut Hits Stocks HardAdobe tumbles after outlook disappoints Wall StreetBroadcom, Astera Labs, Marvell get price target boosts at Morgan StanleyEpisode 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.

Turmoil hits Capitol Hill and stock futures tumble  (0:20). Trump threatens tariffs (3:55), and EU approves Nvidia's acquisition (5:00). Friday's biggest stock movers (6:00)Show NotesEU approves Nvidia's acquisition of Run:aiStock index futures tumble as Trump-backed bill fails to pass, fueling shutdown risksTrump threatens EU with tariffs unless it buys more U.S. oil, gasEpisode 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.

Country will sell or discontinue wallet Chivo as part of deal. (0:16) GDP revised higher. (1:05) Micron stumbles and quantum computing stocks take breather. (3:12)Show NotesUBS' 25 highest conviction U.S.stocksFDA issues unfavorable compounded GLP-1 decisionEpisode 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.

U.S. stock futures stabilize after sharp selloff (0:28). Will Amazon strike during busy holiday season? (2:15) Micron shares slump 16% (3:45).Episode transcripts: seekingalpha.com/wsbShow links: Micron tumbles as weak Q2 forecast fails to overcome in-line Q1 resultsBiggest stock movers Thursday: MU, MESO, and moreStock index futures rise a day after Fed-fueled selloffSign 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.

Fed chief Jay Powell said quarter-point cut was close call. (0:17) Dot plot sees fewer cuts and higher inflation in 2025. (1:14) Stocks plunge as yields, dollar rally. (2:48)Show Notes25 top picks for 2025Merck enters obesity drug race in pact with Chinese pharma HansohFind out more about Seeking Alpha's Virtual Analyst Reports here.

Nissan (NSANY) and Honda (HMC) rally as investors see upside from potential powerhouse merger. (00:23) Spirit (SAVE) shareholders lose fight for compensation in bankruptcy court. (01:20) Subway, NAASF reach agreement to move ahead with Pepsi switch. (02:30)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: COMM, HEI, and moreMicrosoft buys twice as many Nvidia AI chips as its biggest rivals - reportBoeing gets back to 767, 777 wide-body production - reportTop picks for 2025 in healthcare, consumer, tech, industrials, energy and moreSign 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.

Quantum computing stocks are Wall Street's new momentum darlings. (0:15) Retail sales top expectations. (2:08) Meta updating Ray-Bans will live AI. (4:55)Show NotesStocks for a tax-loss selling bounceWaymo picks Tokyo for international robotaxi testingEpisode 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.

TikTok (BDNCE) CEO meets Trump amid fight to block U.S. ban. (00:24) Alibaba (BABA) to sell Intime store chain for $1B booking loss on sale. (01:17) Australian watchdog says Meta Platforms (META) will pay A$50M over 2020 Cambridge Analytica lawsuit. (02:39)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: ZYME, EVGO, and moreQuantum stocks continue to surge as enthusiasm behind tech remains strongWorst performing stocks for tax loss selling – WolfeThe hottest auto stock over the last six weeks is not TeslaFind out more about Seeking Alpha's Virtual Analyst Reports here.