Wall Street Breakfast

The White House is reportedly making robotics its AI priority in 2026. (0:15) Private payrolls fall in November. (1:57) Nike, Lacoste cited for greenwashing. (2:27)

Show Notes
Stocks crushed by the K
Air taxis coming to Miami
Pure Storage plunges    

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Nike makes top leadership changes as part of turnaround plan. (0:15) Netflix says a combo with HBO Max would be cheaper for viewers. (1:25) YouTube bans users under 16 in Australia. (2:16)    

Show Notes
Has silver come too far too fast?  

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OpenAI’s Garlic to take on Gemini as Altman calls ‘code red.’ (0:15) Apple’s head of AI is out. (1:19) Comcast sues Trump administration for tariff refund. (2:37)

Show Notes
Once-in-a-generation opportunity in quality stocks
Old Lady of Threadneedle Street weighs in on AI risks

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Netflix submitted a mostly-cash bid for Warner’s studio and HBO Max. (0:15) Michael Burry says Tesla is ‘ridiculously overvalued.’ (0:41) Amazon aims for delivery in less than 30 minutes. (1:19)    

Show Notes
Marvell looking to buy Celestial AI

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New York State Gaming Commission approves casino licenses (0:25). Accenture higher after partnership with OpenAI, Zootopia 2 dominates (2:00). ISM Manufacturing Index slips (3:00). Wedbush shaking up AI trade basket (4:00).

Show Notes:  
U.S. stocks turn lower, crypto falls while yields rise at the start of December

Episode transcripts: seekingalpha.com/wsb

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Carry-trade worries grow as Japen yields hit levels not seen since 2008. (0:15) Databricks is looking at a valuation of $134B. (1:36) Trump says he now knows who he’ll pick as next Fed chair. (2:11)

Show Notes 
Accenture now calling employees 'reinventors'  

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Salesforce, C3.ai, Marvell, Kroger, Snowflake and Dollar Tree will report. (0:17) Black Friday online sales hit $11.8 billion. (1:59) ChatGPT turns 3. (2:35)

Show Notes
Swiss shoot down 50% inheritance tax
Earnings Calendar

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Record number of shoppers expected to turn out during Thanksgiving weekend -- NRF. SA Asks: How will retailers fare this holiday season? Happy returns for holiday shopping season?

Episode transcripts seekingalpha.com/wsb.

Show links: 
Jack Bowman | Seeking Alpha
Take the quiz: Investment News Quiz - Friday, Nov. 28
Biggest stock movers Friday: BITF, and more
E-commerce sales surged in October amid generative AI push and heavy promotions

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Consumers have already spent about $79.7 billion online this holiday season. (0:15) White House green lights ‘Rush Hour 4.’ (1:50) OpenAI forecasts 220 million paying for ChatGPT. (2:13)

Show Notes
3D printed chicken?

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HP (HPQ) slides after it unveils weak forecast, job cuts. (00:25) Trump admin negotiates 71% discount on Ozempic, Wegovy (NVO) for Medicare patients. (01:34) Foxconn gets approval to invest additional $569M in Wisconsin. (02:17)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: DELL, HPQ, and more
'Rush Hour 4' in the works after Trump's push to revive series
Italy's antitrust body expands probe against Meta over WhatsApp AI tools
OPEC+ likely to keep output unchanged, plan for 2027 baselines in focus - report

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