Wall Street Breakfast

DirecTV scraps DISH acquisition on debt swap deadlock. (00:21) Reddit (RDDT) drops on report holder seeks to sell $1.2B stake. (01:19) Phillips 66 (PSX) hit with federal charges for illegal wastewater dumping. (02:07)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Friday: RDDT, GAP, and more
Instacart heads to the Super Bowl for the first time
Apple working on more conversation Siri, may launch in 2026: report
Will Glicked rival Barbenheimer? Stocks to watch as Wicked, Gladiator II open in theaters

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American Airlines (AAL) rolls out software to call out gate lice ahead of holiday rush. (00:28) TikTok (BDNCE), Instagram (META), Snapchat (SNAP) on alert as Australia introduces social media ban for kids. (01:32) Biden administration moves to cancel $4.65B of Ukraine's debt, send more military aid. (02:24)

Episode transcripts: seekingalpha.com/wsb

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Biggest stock movers Thursday: NVDA, PANW, and more
Boeing CEO tells employees aviation giant can't afford another mistake
These private prison stocks have soared on Trump's mass deportation plan
The RealReal is seen as one of the bigger AI beneficiaries in the e-commerce sector

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Comcast (CMCSA) set to announce plan to spin off NBCUniversal cable TV networks. (00:25) Stellantis (STLA) delays launch of Ram electric pickup truck to ensure quality. (01:28) Delta Air Lines (DAL) and Shake Shack (SHAK) beef up in-flight meals. (02:18)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: POWL, KEYS, and more
Adtech firm PubMatic to help Musk's X generate more ad dollars
JPMorgan’s ‘Analyst Focus List’ – growth, income, value, short ideas
Biden approves antipersonnel mines for Ukraine to slow Russia's advances - report

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Are the markets pricing in a Goldilocks scenario? Maybe so says David Keller, given the Fed rate cut cycle and economic outlook for 2025 (1:00). Why expectations for financials and infrastrucutre are high (3:40). Crypto patterns, Bitcoin breaking out (7:35). Recorded on November 12. Catch the full conversation on Investing Experts!

Episode transcripts: seekingalpha.com/wsb

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Sectors all up YTD, but Financials and Energy were the only up last week
Bitcoin hits all-time high as it surpasses $93,800
Market Misbehavior with David Keller, CMT
The Mindful Investor w/ David Keller, CMT

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Fate Therapeutics (FATE) closes 12% higher after soaring 73% on drug data (update). (00:25) Super Micro (SMCI) announces appointment of independent auditor, filing of compliance plan with Nasdaq. (02:11) Blackstone (BX) is said to near acquisition of Jersey Mike's sandwich chain. (03:02)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: SMCI, INCY, and more
Nippon Steel makes anti-import promise to win worker support for US Steel deal
No time to chill: Netflix must fix livestreaming before Christmas NFL games or lose face
DOJ to ask judge to push Google to sell Chrome browser - Bloomberg
Apple said to offer $100M investment in Indonesia to reverse iPhone 16 ban

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In Kim's absence this week, we're bringing you some conversations from recent Investing Experts podcasts. Today we're discussing interest rates, high yields, REITs and dividends. 

Ryne Williams warns of juicy yield traps and advises looking at dividend history (0:49). How the macro picture affects price movements, especially in REITs (2:15). Dividend Growth Investing, meanwhile, shares why he prefers dividend ETFs like SCHD and DGRO (4:05). 

Episode transcripts: seekingalpha.com/wsb

Show links: 
Ryne Williams YouTube channel
Dividend Growth Investing YouTube channel

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Spirit Airlines (SAVE) begins bankruptcy proceedings amid financial woes. (00:21) Caremax (CMAX) files for chapter 11 bankruptcy protection: reports. (01:13) Boeing (BA) sends layoff notices to 400-plus members of professional aerospace union - report. (02:18)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: TSLA, SMCI, and more
Nvidia's Blackwell AI chips overheating in servers: report
Xi Jinping says China ready to work with Trump 2.0, but warns on crossing 'red lines'
Cineworld owners working on plans to return to stock markets: report

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Nvidia's guidance could make or break the AI trade for the rest of '24. (0:18) Health check on the housing market. (3:34) First U.S. mpox case. (6:05)

Show Notes
Super Micro Computer to file plan on Monday to remain listed on Nasdaq
Dividend Roundup
Earnings Calendar

Episode transcripts: seekingalpha.com/wsb
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Shopify and AbbVie among the main stocks moving on catalysts this past week (1:10). Evaluating Tesla (2:45). Crypto, Bitcoin run the heart of the Trump Trade (4:40). Nvidia's big earnings coming up (8:05). Why macro data and Fed announcements matter, especially now (9:50).

Episode transcripts: seekingalpha.com/wsb

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Tesla crosses the $1T market cap level and is valued more than the next ten biggest auto stocks combined
Wall Street Brunch: Time To Eye The CPI
Favorable environment for crypto, although with several caution signals

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NHTSA slaps Ford with $165M fine for failing to timely issue recall. (00:24) GM's Cruise to pay $500,000 fine for false report on San Francisco car crash. (01:37) Hims & Hers cut to underperform by BoA over Amazon competition. (02:48)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: AMAT, DPZ, ASTS, and more
Defense, government contractor stocks shot down on sudden worries over Trump Pentagon
FAA sets record for commercial space licenses amid red tape criticism
Vaccine makers close lower amid reports RFK Jr to head HHS (update)

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