Wall Street Breakfast

Oil bounces after Trump orders blockade of sanctioned tankers off Venezuela. (00:23) Affirm (AFRM) CFO says consumer 'feels quite healthy'. (01:38) Rail unions sound alarm on $85B Union Pacific (UNP)-Norfolk Southern (NSC) merger over safety and cost concerns: report. (02:17) 

Episode transcripts seekingalpha.com/wsb.

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Top Stocks 2026
Biggest stock movers Wednesday: MU, NFLX, PLCE and more
US prepares new Russia sanctions if Putin rejects peace deal - report
Years-long bear market coming for gold and silver, analyst Gilburt predicts
Nvidia plans $1.5B server farm in Israel - Calcalist

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Latest unemployment rate up to 4.6%, highest since 2021. (0:15) Analysts cool on ice cream pure play. (2:04) Howard Stern inks new Sirius deal. (2:49)

Show Notes
One million driverless Teslas by 2035?
Steve Cress’ Top Stocks for 2026 – sign up today      

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Ford (F) shifts EV strategy, takes $19.5B write-down and drops current Lightning production. (00:25) Nasdaq (NDAQ) seeks SEC nod for round-the-clock stock trading - report. (01:38) The holiday shopping season ramps up again with Super Saturday on December 20. (02:34)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: RILY, ORGO, KYTX, RC, LWLG and more
Tesla directors won over $3 billion in stock awards - Reuters
Cathie Wood buys the dip: Ark Invest loads up on Bitmine, CoreWeave
Trump sues BBC over speech edit in documentary, seeks $10B in damages

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Wedbush says Tesla market cap will hit $2T next year. (0:15) ServiceNow slumps on deal report. (1:11) Netflix leadership seeks to assuage deal worries. (2:18)

Show Notes
Goldman’s catch-up stocks for 2026    

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Tariffs piled extra pressure on iRobot. (0:15) Alphabet set for a SpaceX windfall. (1:10) ‘Zootopia 2’ still top of the box office. (2:03)    

Show Notes
Hedge funds are piling into commodities

Episode transcripts: seekingalpha.com/wsb  
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Oracle's earnings showed mixed results, leading to an 11% drop (0:15). Broadcom's strong earnings overshadowed by warnings of margin pressures (2:30). AutoZone's miss highlights broader economic challenges (3:25). Airline relief rally following government shutdown (5:30). A streaming bidding war (7:05). Nike and FedEx earnings will provide insights into consumer spending (8:45). Explaining market uniformity and fluctuations between excitement for AI and concerns over costs (10:00). The Fed's uncertain policy, with multiple dissents (15:25).

Show Notes
AI stocks sink on Broadcom, Oracle worries
Trump’s Executive Order on cannabis rescheduling expected on Monday: CNBC

Episode transcripts: seekingalpha.com/wsb

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Margin worries lead to selling of another big AI trade name. (0:15) Pot stocks pop. (1:16) Bud closing breweries. (2:07)    

Show Notes
Oracle's plunge wipes out $25B from Larry Ellison's net worth  

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Along with a 3-year IP deal, Disney invests $1B in OpenAI. (0:15) Jobless claims rise. (2:22) End of an era for Macau. (3:04)

Show Notes
Lilly’s next-gen weight-loss drug meets endpoints

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The AI trade hit a speedbump as Oracle fell short on the top line. (0:15) SpaceX gearing up to go public. (1:55) Meta’s new AI team clashing with old guard. (3:04)        

Show Notes
Paramount’s Ellison makes his case to shareholders  

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FOMC cuts interest rate for third straight meeting, but dissents grow (0:15). Dow, S&P 500 rise (2:50). YouTube to launch TV plans in early 2026 (4:20). Semiconductor action varies widely in active day (5:00). 

Show Notes:
FOMC cuts interest rate for third straight meeting, but dissents grow
Semiconductor stock action varies widely in active day for sector
Nvidia And The H200 Landscape; Broadcom's Strategic Positioning

Episode transcripts: seekingalpha.com/wsb

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