Wall Street Breakfast

Holiday sales on record pace, but nearly $900B could be returned. (0:16) Roaring Kitty back again. (2:39) Investors should brace for post-inauguration disillusionment. (4:13)

Show Notes
What to expect from the Macau casino sector in 2025
Uber reacts to regulatory snub in Taiwan

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Bain, KKR bids reach $7.6B billion for Seven & i (SVNDY) non-core assets - Reuters. (00:24) Japan Airlines (JAPSY) hit by cyberattack, flights delayed. (01:28) DoubleU Games (DDI) to buy Turkish gaming studio Paxie Games. (02:13)

Episode transcripts seekingalpha.com/wsb.

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Sanctions? Russia is now using bitcoin for international trade
China's average housing rent slump to 4-year low in November amid persistent supply gluts
Companies line up to fund Trump inauguration despite withholding support after Jan. 6
Uber's $950M purchase of Delivery Hero's Foodpanda business blocked by Taiwan

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Record number of unionized workers could walk out Christmas Eve. (0:16) American Airlines briefly grounds all flights. (3:24) Netflix gears up for NFL debut. (4:50) Scrooge & Marley spooks investors. (6:08)

Show Notes
Santa rally takes first step, Nasdaq +1.35%
Nasdaq 100 rebalance
Major banks sue Federal Reserve over stress testing framework

Episode transcripts: seekingalpha.com/wsb
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Biden to decide on US Steel takeover after CFIUS deadlocks. (00:22) Rocket Companies stock drops after CFPB sues Rocket Mortgages. (01:53) Abbott in settlement with DexCom over continuous glucose monitors. (02:37)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: X, CYTK, and more
Nasdaq 100 rebalance: Meta, Broadcom and Tesla index weighting reduced
FDA approves first generic of Novo Nordisk's Victoza
HIVE Digital Technologies invests $30M in NVIDIA H100 and H200 GPU clusters in Quebec

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The department store chain accepts at $6.5B buyout offer. (0:16) The Container Store files for Chapter 11. (1:15) U.K. looks to facial recognition to limit social media use. (4:46)

Show Notes
Materials, software stocks are best poised for H1 outperformance
Consumer confidence slides

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Starbucks (SBUX) union workers are now on strike in nine states. (00:21) Honda (HMC) and Nissan (NSANY) share details of merger talks; Mitsubishi (MMTOF) may also come aboard. (01:39) Stellantis (STLA) calls off plans to lay off 1,000 workers at Ohio Jeep factories: report. (02:30)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: HMC, RUM
Citi's 10 things to watch for in fintech in 2025
Faraday Future Intelligent Electric gets $30 million financing
Palantir (PLTR), Anduril may form consortium to take on big defense companies: report

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The holiday-shortened week will market the start of seasonal stock gains. (0:18) Costs soaring on ChatGPT improvement project. (4:06) How much did the "12 Days of Christmas" cost in '24? (5:14)

Show Notes
Senate passes bill to prevent government shutdown, Biden signs
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
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Christine Mastandrea, COO of Whitestone REIT, on managing interest rate strategies and why retail isn't dead.

Show Notes
Fed's Hawkish Cut Hits Stocks Hard
REITs: Very Bond-Like

Episode transcripts: seekingalpha.com/wsb

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Big news this week was the hawkish Fed announcement, which brings up worst-case scenario fear for the market, stagflation (0:50). Moving into AI 2.0, Broadcom as an example (7:00). Home improvement retailers slide; housing in the cross hairs (11:05).

Show Notes
Fed's Hawkish Cut Hits Stocks Hard
Adobe tumbles after outlook disappoints Wall Street
Broadcom, Astera Labs, Marvell get price target boosts at Morgan Stanley

Episode transcripts: seekingalpha.com/wsb

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Turmoil hits Capitol Hill and stock futures tumble  (0:20). Trump threatens tariffs (3:55), and EU approves Nvidia's acquisition (5:00). Friday's biggest stock movers (6:00)

Show Notes
EU approves Nvidia's acquisition of Run:ai
Stock index futures tumble as Trump-backed bill fails to pass, fueling shutdown risks
Trump threatens EU with tariffs unless it buys more U.S. oil, gas

Episode transcripts: seekingalpha.com/wsb

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