Wall Street Breakfast

November CPI arrives about in line, but gives the Fed some room to push back on early rate cuts. (0:15) Oracle tumbles on cloud concerns. (2:35) Chevron doesn't expect hostilities in South America. (3:35)

Show Notes
Top growth stocks for those wary of valuations - Goldman
Ford cuts back on all-electric F-150 production due to slower-than-anticipated demand

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Epic Games wins antitrust fight against Google (GOOG) (GOOGL) over app store monopoly. (00:23) Hasbro (HAS) to cut 900 jobs as it seeks to cut expenses. (01:51) Nokia (NOK) trims 2026 profit margin target after losing AT&T (T) contract. (02:37)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: Oracle, Hasbro and more
Walgreens slips as Moody’s cuts rating to junk
Harbor Custom Development files for Chapter 11 bankruptcy
Warren Buffett's Berkshire Hathaway halves stake in HP
COP28 draft agreement said to avoid fossil fuel ‘phase out’

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AAA forecasts more people flying this holiday season than every before. (0:15) Department store stocks rally. (1:53) Occidental to acquire CrownRock. (3:08)

Show Notes
7 Consumer staples names that are looking attractive

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Macy's (M) gets $5.8B offer to be taken private - WSJ. (00:22) Cigna (CI), Humana (HUM) scrap merger talks; Cigna planning major stock buyback (update). (01:40) DoorDash (DASH) gets the call-up to the Nasdaq 100 Index. (02:52)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers today: Cigna, Macy's and more
Earnings week ahead: Oracle, Costco, Adobe, FuelCell, Lennar and more
Generative AI could upend every sector. Oppenheimer has 10 predictions for how it plays out
Nvidia CEO eyes chip production base in Vietnam

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The unemployment rate surprises, falling to 3.7%. (0:15) Is GameStop trying to morph into Berkshire Hathaway? (2:59) Paramount surges on sale chatter. (4:51)

Show Notes
Dividend Roundup: Walmart, Dell Technologies, Mastercard, AIG, and more
'Panic' on disinflation and a Catch-22 for risk in '24 - J.P. Morgan's Kolanovic
]Honeywell to buy Carrier's security business in $5B deal

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Lululemon (LULU) falls after guidance for holiday quarter comes in light. (00:24) Yellow (YELLQ) declines offer that could have saved bankrupt trucking company - report. (01:37) Amazon (AMZN) tests new unlimited grocery delivery service for Prime members. (02:25)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers today: Lululemon Athletica, Avid Bioservices and more
Canada to impose oil and gas emissions cap, in goal to reach net zero by 2050
Stellantis to cut jobs at two U.S. Jeep plants amid emissions regulations and sales declines
Elon Musk's xAI starts to roll out Grok generative AI chatbot to some X users

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J.P. Morgan predicts a worse outlook for income investors in 2024. (0:15) Fisker Automotive CEO fights for the stock. (2:50) Trump tapping Jamie Dimon for Treasury Secretary? (4:02)

Show Notes
Top stocks with highest hedge fund + mutual fund positions, according to GS
Rockstar's Grand Theft Auto 6 likely delayed, BofA says; Take-Two falls

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McDonald's (MCD) opens first restaurant of nostalgic spinoff chain CosMc's. (00:26) AMD takes wraps off Nvidia (NVDA) competitor, updates AI forecast. (01:43) GameStop (GME) posts breakeven quarter with Ryan Cohen at the helm. (03:24)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers today: GameStop, C3.AI, Chewy and more
Formula One tapped as 2024 best idea at Cowen
Troika Media files for chapter 11 and sale to Blue Torch
Meta rolls out default end-to-end encryption on Messenger

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G7 oil price cap mostly a failure after one year, report says. (00:28) 23andMe (ME) facing mounting litigation over hacking incident. (01:49) SEC extends deadline to decide on Grayscale's (ETHE) spot ether ETF application. (03:03)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers today: MongoDB, SentinelOne and more
Five9 falls after hours on disclosure that it's not pursuing any transaction
Elon Musk's xAI startup files to raise up to $1B in equity offering
Apple climbs back above $3T amid smartphone optimism

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The release date of 2025 for the game puts some pressure on Take-Two shares. (0:15) Job openings slump below 9 million. (2:00) Morgan Stanley spies big smartphone recovery. (4:24)

Show Notes
U.S. strong buy ideas for the next 12 months
Starbucks falls again as concerns rise that holiday quarter may be weak

Episode transcripts seekingalpha.com/wsb.
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