Wall Street Breakfast

Buyers impressed with DIS numbers for '25 and '26. (0:16) Annual PPI numbers come in a little hot. (3:40) Tilman Fertitta expected to go activist with WYNN. (5:30)

Show Notes
Long Magnificent 7 still considered most crowded trade
ASML Holding confirms long-term targets amid AI-fueled chip boom

Episode transcripts: seekingalpha.com/wsb
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Amazon (AMZN) rolls out $20-or-less 'Haul' store to rival Temu (PDD), Shein. (00:24) Vroom files for Chapter 11 bankruptcy protection. (01:11) Meta to roll out ads on Threads early next year - report. (02:16)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: CSCO, CNH, and more
i-80 Gold cut in half after issuing going concern warning
Exxon to cut nearly 400 Pioneer employees in Texas by 2026
Lilly three-year tirzepatide results show sustained weight loss, diabetes benefits

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Annual CPI rises, but in line with expectations. (0:16) Amazon unveils its Black Friday deals. (4:02) Citi shuffles its Thematic 30 pick list. (4:51)

Show Notes
Groupon slumps 20%, guides Q4 revenue below consensus, cuts FY guidance
Skyworks sinks on earnings as outlook remains tethered to Apple

Episode transcripts: seekingalpha.com/wsb
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Frontier (ULCC) reportedly drops bid for Spirit Airlines (SAVE). (00:22) DirecTV will terminate Dish (SATS) deal unless debt swap resolved - Bloomberg. (01:11) Mexico would retaliate if Trump imposes 25% tariffs, economy chief says. (02:03)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: SPOT, RIVN, and more
Elon Musk and Vivek Ramaswamy named to lead Trump's government efficiency efforts
Rivian Automotive and Volkswagen finalize their major EV partnership
SoftBank will be first to receive Nvidia's Blackwell chips to build supercomputer

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National Retail Federation says survey sets up a good holiday season. (0:16) Shopify jumps on earnings. (2:46) Activist Elliott aims for Honeywell breakup. (4:21)

Show Notes
Is the Magnificent Seven at the end of their magnificent advantage?
Home Depot gains after topping comparable sales expectations

Episode transcripts: seekingalpha.com/wsb
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Southwest Airlines (LUV) looks to trim workforce to line up with its lower capacity. (00:23) 23andMe (ME) reduces workforce by 40%. (01:13) Occidental Petroleum (OXY) Q3 Earnings Preview: Cautious tone amid debt woes. (02:11)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: LYV, GRAB, and more
Baidu unveils AI smart glasses, text-to-image generator at annual event - report
Bitcoin nears $90,000, ETFs see record inflows as institutional demand swells
American Homes 4 Rent upped to Outperform at Evercore on higher mortgage rates

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Piper Sandler makes NVDA its top large-cap stock pick. (0:15) Amazon looking at smart glasses for drivers to save time. (2:45) Animal Spirits could lift S&P to 6,600. (3:32)

Show Notes
Monolithic Power Systems tumbles as Blackwell allocation 'at risk'

Episode transcripts: seekingalpha.com/wsb
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Biggest stock movers Monday: Crypto stocks and TSLA. (00:25) McKesson (MCK), Oracle (ORCL) among finalists to acquire Veradigm: report. (01:10) Smith & Nephew (SNN) investors may push for breakup - Mail on Sunday. (02:10)

Episode transcripts seekingalpha.com/wsb.

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Earnings week ahead: DIS, BABA, JD, CSCO, HD, OXY, SU, SHOP, AMAT, SPOT, and more
Firefox turns 20: Can Mozilla return to its previous heights?
Wall Street picks for bank stocks after Trump's victory include Capital One, PNC

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The core CPI is expected to have risen 0.3% in October. (0:17) Disney, Home Depot, Alibaba highlight earnings calendar. (2:41) Bitcoin hits $80,000. (4:57)

Show Notes
Wells Fargo’s Growth List
Dividend Roundup
Russia mulling mega oil merger

Episode transcripts: seekingalpha.com/wsb
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Gary Vaughan from Daily Stock Picks highlights ETFs and why setting your risk tolerance as investor is important (0:10). How the macro picture affects his portfolio performance (1:10). Tech earnings: Apple's valuation is concerning, Google monetizing AI, but is Microsoft? High flyers Amazon, Tesla and Palantir (4:00). This is an excerpt from a recent Investing Experts conversation.

Episode transcripts: seekingalpha.com/wsb

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