Wall Street Breakfast

Fox has the option snap up 18.6% of Flutter’s FanDuel. (0:15) Wegovy once-daily pill now on sale. (1:32) Amazon launches Alexa.com. (2:34)

Show Notes
Steve Cress’ Top Stocks for 2026 – sign up today
Howard Marks on an AI bubble
Manchester United sack another manager      

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Crude oil pares losses as traders assess U.S. move that ousted Nicolás Maduro. (00:22) TSMC (TSM) stock surges most since April as Goldman lifts target by 35%. (02:06) Samsung (SSNLF) plans to double Gemini-powered mobile devices in 2026 - report. (02:47)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: Crypto stocks, MANU, and more
Precious metals gain as Venezuela developments fuel safe-haven demand
J.P. Morgan's top income stock picks for 2026
What does 2025's best asset have in common with a top-grossing movie?

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Nvidia and AMD expected to generate buzz at CES this week. (0:17) Versant Media to start trading. (1:59) Oil in focus with U.S. to ‘run’ Venezuela. (2:34)

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Nasdaq, S&P, Dow futures advance to kick off 2026. (00:13) Trump delays tariff hikes for upholstered furniture, kitchen cabinets. (01:18) Berkshire Hathaway ends lower on Warren Buffett's final day as CEO. (02:29)

Episode transcripts seekingalpha.com/wsb.

Show links:
Top Stocks 2026
Biggest stock movers Friday: BIDU, NIO, and more
What analysts are predicting for 2026
Bain Capital enters $344M deal to buy parent company of South Korea's athleisure brand
Chinese AI chipmaker Biren jumps 100% on Hong Kong IPO debut
Take the news quiz

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What’s in store for craft brewing next year? (0:16) Nike CEO buying. (2:09) Michael Burry on Tesla. (3:12)

Show Notes
All J.P. Morgan’s stock picks for 2026

Episode 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.

Seeking Alpha’s 2025 year in review spotlights the stories that mattered most to subscribers, tracking the headlines that shaped markets month by month. From AI and tech debates to tariffs, bond market volatility, political clashes, and an historic government shutdown, investors were forced to constantly reassess risk and opportunity.

Episode transcripts seekingalpha.com/wsb.

Show links: 
Top Stocks 2026
January: Chinese AI lab DeepSeek rattles Silicon Valley 
February: Trump administration tells U.S. agencies to prepare for ‘large-scale’ layoffs 
March: What's next for quantum computing stocks?
April: Trump announces tariffs
May: Wall Street slides, Dow falls 800 points as bond sell-off & fiscal fears batter sentiment
June: Trump, Musk in public spat over spending bill
July: Westinghouse plans to build 10 large nuclear reactors
August: Trump moves to fire Fed Governor Lisa Cook
September: Google not required to sell Chrome in antitrust remedy ruling
October: Bureau of Labor Statistics to shut down during government shutdown
November: Michael Burry to shut down hedge fund
December: Cannabis stocks selling off as Trump signs rescheduling order

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SoftBank has fully  funded its $40 billion investment in ChatGPT. (0:15) Warner set to snub Paramount again. (1:08) China overtakes Japan in global auto sales. (2:02)

Show Notes
Is silver in a bubble? Quant vs. Analyst
Steve Cress’ Top Stocks for 2026 – sign up today

Episode 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.

Meta to acquire Singapore-based Manus for AI agent capabilities. (00:20) Boeing (BA) scores $8.6B contract to build aircraft for Israel Air Force. (01:09) Novo Nordisk (NVO) cuts Wegovy price in China. (01:56)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: New Era Energy & Digital and Society Pass
SA Asks: Would SpaceX stock be a good investment?
Silver slammed in biggest one-day drop since 2021, gold also plunges
Samsung wins annual U.S. approval for chipmaking tool shipments to China - report

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Spot silver sinks 9% after a huge December rally. (0:15) Nvidia, AMD will kick off CES Vegas. (2:44) Next year looks huge of movie toy tie-ins. (3:11)

Show Notes
Evercore’s top internet stock for 2026    

Episode 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.

Coupang (CPNG) promises over $1 billion compensation for data leak victims. (00:24) China's private rocket company LandSpace prepares to stand against Elon Musk's SpaceX - report. (01:16) New York to require mental health warning labels on social media platforms. (02:21)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Coupang, Sable Offshore
Trump says 'thorny issues' remain in Ukraine talks, Zelenskyy says ready for peace
Silver is now the third most valuable asset in the world
SA Asks: What's the best silver play right now for investors?
SA Asks: What's the best gold play right now for investors?

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