Wall Street Breakfast

Country will sell or discontinue wallet Chivo as part of deal. (0:16) GDP revised higher. (1:05) Micron stumbles and quantum computing stocks take breather. (3:12)

Show Notes
UBS' 25 highest conviction U.S.stocks
FDA issues unfavorable compounded GLP-1 decision

Episode transcripts: seekingalpha.com/wsb
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U.S. stock futures stabilize after sharp selloff (0:28). Will Amazon strike during busy holiday season? (2:15) Micron shares slump 16% (3:45).

Episode transcripts: seekingalpha.com/wsb

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Micron tumbles as weak Q2 forecast fails to overcome in-line Q1 results
Biggest stock movers Thursday: MU, MESO, and more
Stock index futures rise a day after Fed-fueled selloff

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Fed chief Jay Powell said quarter-point cut was close call. (0:17) Dot plot sees fewer cuts and higher inflation in 2025. (1:14) Stocks plunge as yields, dollar rally. (2:48)

Show Notes
25 top picks for 2025
Merck enters obesity drug race in pact with Chinese pharma Hansoh

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Nissan (NSANY) and Honda (HMC) rally as investors see upside from potential powerhouse merger. (00:23) Spirit (SAVE) shareholders lose fight for compensation in bankruptcy court. (01:20) Subway, NAASF reach agreement to move ahead with Pepsi switch. (02:30)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: COMM, HEI, and more
Microsoft buys twice as many Nvidia AI chips as its biggest rivals - report
Boeing gets back to 767, 777 wide-body production - report
Top picks for 2025 in healthcare, consumer, tech, industrials, energy and more

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Quantum computing stocks are Wall Street's new momentum darlings. (0:15) Retail sales top expectations. (2:08) Meta updating Ray-Bans will live AI. (4:55)

Show Notes
Stocks for a tax-loss selling bounce
Waymo picks Tokyo for international robotaxi testing

Episode transcripts: seekingalpha.com/wsb
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TikTok (BDNCE) CEO meets Trump amid fight to block U.S. ban. (00:24) Alibaba (BABA) to sell Intime store chain for $1B booking loss on sale. (01:17) Australian watchdog says Meta Platforms (META) will pay A$50M over 2020 Cambridge Analytica lawsuit. (02:39)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: ZYME, EVGO, and more
Quantum stocks continue to surge as enthusiasm behind tech remains strong
Worst performing stocks for tax loss selling – Wolfe
The hottest auto stock over the last six weeks is not Tesla

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Morgan Stanley cites largest device upgrade cycle ever. (0:15) 'Kraven the Hunter' flops. (3:32) BofA chooses top chip stocks. (4:03)

Show Notes
U.S. Composite PMI rises to highest since March 2022
J.P. Morgan upgrades Okta to Overweight

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Full speed ahead: Tesla (TSLA) lands higher price targets from Wedbush. (00:26) Lawmakers call on Apple (AAPL), Google (GOOG) (GOOGL) to prepare for potential TikTok (BDNCE) ban. (01:54) Novo Nordisk (NVO) to park $1.2 billion in a new plant in Denmark for rare disease drugs. (02:46)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: SMCI, MSTR, and more
ABC News to pay $15M towards Trump presidential library to settle defamation lawsuit
Tax cut renewals may not spur the economic growth proponents expect - report
SA Asks: How should investors position portfolios ahead of Fed vote?

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Quarter-point cut expected, but tariffs could boost inflation next year. (0:18) Micron set to report earnings. (2:14) Goldman's 12 Days of Trading. (4:50)

Show Notes
Palantir in the Nasdaq 100, Super Micro Computer out
Apple developing a foldable iPad - report

Episode transcripts: seekingalpha.com/wsb
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Dan Malone of Malone Financial talks to us about the world of funds and how he approaches international and U.S. ETFs (0:25). Low conviction on Irish, emerging market funds (3:25). This is an excerpt from a recent Investing Experts conversation.

Episode transcripts: seekingalpha.com/wsb

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