Wall Street Breakfast

Tirzepatide 3x more likely to result in 15% weight loss vs. semaglutide. (0:15) Consumer expectations pick up sharply in November. (1:38) Amazon takes delivery title from UPS, FedEx. (3:50)

Show Notes
Hedge funds ease up on Magnificent 7 binge
Adobe, Figma deal likely to result in 'substantial lessening of competition'

Episode transcripts seekingalpha.com/wsb.
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U.S. court ruling rejects massive class action over 'forever chemicals'. (00:27) Fast-fashion firm Shein files for U.S. initial public offering - WSJ. (01:25) Saudi Arabia wants OPEC+ members to cut oil production quotas - Bloomberg. (02:29)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers today: Carlyle Group, Zscaler and more
These are the most under-owned large-cap tech stocks - MS
Broadcom said to let go of 'many' VMware employees after deal closed: report
Albemarle, other lithium names extend losses on weak pricing as EV demand cools

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Charts say the yellow metal can test all-time highs. (0:15) Shopify sets Black Friday record. (1:40) Zero-day options arrive for Treasury bonds and oil. (2:31)

Show Notes
The AI gold rush is here. Buy 'picks and shovels' to benefit.

Episode transcripts seekingalpha.com/wsb.
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U.S. sees record Black Friday online sales, driven by price-conscious shoppers. (00:23) Tesla's (TSLA) union problems in Sweden include trash piling up and no mail service. (02:07) Fathom Digital Manufacturing holder offers to buy company for $4.50 a share. (03:45)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers today: UP Fintech and Crown Castle
The AI gold rush is here. Buy 'picks and shovels' to benefit
Activist investor Elliott takes more than $2B stake in Crown Castle - WSJ
Can current tailwinds support Netflix's accelerated growth in 2024?

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Why Michael Gayed sees Phase 2 of a coming credit event going from treasuries to corporate credit to junk debt to highly levered companies (1:23) and why we're heading back to an era of dividend focus (5:45). Fed credibility and how they've left themselves very little wiggle room (8:20). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcast.

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Show Notes:
JNK: At The Center Of A Credit Event
Michael Gayed On Credit Event Phases And The Fed's Unprecedented Moves

Episode transcripts: seekingalpha.com/wsb

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More than 130 million people planned to shop for deals. (0:15) Bill Gates says AI could usher in a 3-day work week. (3:15) This quant portfolio now focuses on high yield. (3:43)

Episode transcripts seekingalpha.com/wsb.
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Show Notes
iRobot surges 37% on report of EU approval for sale to Amazon
Novo's weight-loss drug Wegovy to make Asia debut
Nvidia delays launch of an AI chip for China

Barclays (BCS) plans to cut 2000 jobs amid cost-cutting measures. (00:22) Are Amazon (AMZN) workers in Europe posing threat to big Black Friday sale? (01:33) AbbVie (ABBV) suing Sandoz, four others to block generic Rinvoq: report. (02:33)

Episode transcripts seekingalpha.com/wsb.
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Show links:
Biggest stock movers today: iRobot, Fisker and more
Sports betting records could be carved up Thanksgiving weekend - watch these stocks
Best stocks for when the 10-year Treasury is falling
October global smartphone sales break two-year losing streak

OPEC+ meeting is delayed with Saudi Arabia said to be unhappy. (0:15) Rise in consumer inflation expectations raises eyebrows. (1:29) Apple's Tim Cook says there is a detailed succession plan. (3:53)

Episode transcripts seekingalpha.com/wsb.
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Show Notes
Hedge funds are crowding more than half of their investments in their top 10 positions
Durable goods orders fall more than expected
Deere’s stock declines on guidance for smaller profit

Sam Altman to return to OpenAI as CEO with new board of directors. (00:27) Nvidia (NVDA) slips as Q3, guidance blow past expectations. (02:58) Elon Musk, Tesla (TSLA) engineers were aware of Autopilot defect - judge. (03:58)

Episode transcripts seekingalpha.com/wsb.
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Show links:
Biggest stock movers today: Virgin Galactic, Autodesk and more
Tim Cook discusses Apple's 'very detailed' CEO succession plans
Best quality stocks with highest return on capital, according to Nasdaq
HP CEO: Growth in PC segment likely to double next year

The S&P 500 exited a correction in just 16 trading days. (0:15) Best Buy sounds a warning on the consumer. (2:49) OpenAI investors mull legal action. (4:00)

Episode transcripts seekingalpha.com/wsb.
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Show Notes
The 12 least expected market outcomes of '24 - and how to trade them
EV shocker: VinFast Auto is on watch after Wedbush says shares could double
Lowe's slides after pointing to fading do-it-yourself demand