Wall Street Breakfast

Standard Chartered strategist cuts his 2026 bitcoin forecast in half. (0:15) Nvidia to offer LoJack for its GPUs? (1:35) What’s behind silver’s big surge? (2:32)        

Show Notes
Elon Musk wouldn’t do DOGE again
JPMorgan bank head sees ‘fragile’ economy

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Meta looks to replace Llama with Avocado next year. (0:15) Americans are very reluctant to quit. (2:12) Office Depot/Office Max public journey ends. (2:50)

Show Notes
Goldman’s 39 sweet spot consumer stocks
Home Depot cautious on ‘26

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President Trump OKs export of the high-ends GPUs, says U.S gets 25% cut. (0:15) Sen. Warren blasts Paramount’s hostile Netflix bid. (1:25) Paper says binge watching hurts stock returns. (2:11)        
Show Notes
Deere drops as Trump calls for lower farm equipment prices  

Episode transcripts: seekingalpha.com/wsb  

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Paramount looks to snake Netflix’s Warner Bros. deal at $30/share. (0:15) Wedbush gets more bullish on Apple. (1:54) Top Berkshire lieutenant following Buffett out the door. (2:29)

Show Notes
Is Trump’s falling approval ratings a signal to buy midcap stocks?

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IBM will reportedly pay $11B for the data streaming company. (0:15) Lilly, Pfizer, J&J in China’s private insurance catalog. (1:05) White House rolling out $12B in aid for farmers. (2:06)    

Show Notes
What’s the best data central stock play?

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The market expects a quarter-point rate cut, but lots of dissents. (0:22) Two big AI names report earnings: Oracle and Broadcom. (1:23) Michael Burry says OpenAI is Netscape. (2:42)

Show Notes 
Earnings Calendar
Dividend Roundup

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Netflix (NFLX) deal to buy Warner Brothers (0:20). Dollar General (DG), Salesforce (CRM) earnings (6:40). December Fed meeting (12:30). Meta chooses AI over metaverse (19:00).

Show Notes
Core PCE inflation inches down to +2.8% Y/Y in September, as expected
9 out of 10 companies deliver EPS wins this week
Life After Mag 7

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AI chipmaker Moore Threads Technology is rocketing higher on its debut in China. (0:15) White House looks to take more stakes in mineral companies. (1:07) Neocloud company Fluidstack valued at $7 billion. (1:43)    

Show Notes
HP Enterprise tumbles on weak server sales

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Meta looking to make big cuts to Metaverse team as it focuses on AI. (0:15) Is AI’s future now in Paris? (1:18) Is Bugs Bunny destined for Stranger Things? (2:55)

Show Notes
Top 5 risks for 2026  

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Nvidia scores DC lobbying victory with CEO Jensen Huang meeting with Trump. (0:15) Snowflake shares hit as guidance disappoints. (1:20) Insta and Facebook start deactivating Aussie accounts. (2:37)

Show Notes
Paramount ups Warner breakup fee

Episode transcripts: seekingalpha.com/wsb  
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