Wall Street Breakfast

More of the same and why NASDAQ 20,000 can't be ignored (0:50). MVP of Q4 is Tesla (1:50). Uber, GM, and the future of the robotaxi race (5:10). AMD downgrade a possible signpost for tech investors (7:30). CPI data and Fed expectations (8:30). Insurance stocks, public sentiment and regulatory signals to look for (11:25).

Episode transcripts: seekingalpha.com/wsb

Show links: 
GM Drops Out Of The Robotaxi Race. Who Will Win?
CPI 'On The Sticky Side' For November
The Road To Nasdaq 20,000

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Amazon, Meta donating $1M each to Trump inauguration as Big Tech seeks better ties. (00:21) EVgo surges after securing $1.25B loan facility from U.S. Department of Energy. (01:47) RH soars after saying it defied the worst housing market in 30 years. (02:44)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: AVGO, RH, and more
Bank stocks slip after CFPB finalizes overdraft fee rule
Morgan Stanley analyzes what TikTok's fate could mean for Big Tech Cap as likelihood of ban/sale looms
Costco's mixed FQ1 results influenced by tax benefit, hike in membership fees
Canada considering taxes on commodities exports to US if Trump imposes tariffs: report

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CFPB says banks must cap fees at $5. (0:15) Wholesale inflation heats up. (1:20) Nvidia loses Supreme Court decision on shareholder suit. (3:28)

Show Notes
10 BofA options overwriting ideas
Red Bull may have won the 2024 energy drink battle

Episode transcripts: seekingalpha.com/wsb
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Behind the monster rally that drove the Nasdaq to 20,000. (00:24) Nvidia increases headcount in China to boost AI-driven car technology - report. (01:54) Kroger launches $7.5B stock buyback after merger with Albertsons gets terminated. (02:44)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: ADBE, NDSN, and more
Exxon unveils low-carbon plan to power data centers; eyes $140B in Permian Basin capex
Trump 2.0 will worsen the economic slowdown says Pantheon Macroeconomics
Red Bull may have won the 2024 energy drink battle as it fended off Celsius and Monster

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Odds of a rate cut next week spike, but inflation fight stalls. (0:15) Albertson's wants Kroger deal breakup fee. (4:06) Startup Ayar Labs gets cash from big chip names. (4:39) 

Show Notes
BofA restarts coverage of 11 large-cap biopharmas
Hershey tumbles after Mondelez announces $9B buyback

Episode transcripts: seekingalpha.com/wsb
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General Motors (GM) ends robotaxi development to focus on AD for personal vehicles. (00:21) Bausch & Lomb (BLCO) falls amid report Blackstone may drop out of takeover bid. (01:50) Microsoft (MSFT) shareholders vote no on bitcoin (BTC-USD) despite Michael Saylor's pitch. (02:35)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: GME, GEV, and more
Will November's CPI and PPI map out a more difficult path to 2% inflation?
Which subsectors to own and which to avoid – Wolfe Research
The public companies with the 'most bored' workforces
Auto disruption: Amazon joins Costco as a source for consumers to buy cars

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Google took down reviews posted after an MCD employee tipped off authorities. (0:16) Citi sees S&P 6,500 for '25. (1:26) Boeing up as 737 Max production restarts. (3:22)

Show Notes
The Stocks According to GARP: growth at a reasonable price
T-Mobile CEO updates investors on Q4 performance, phone sales

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Taiwan Semiconductor's (TSM) November revenue surges 34%. (00:23) The Container Store (TCSG) shares to be pulled from NYSE. (01:23) Costco (COST) switching diaper production from Kimberly-Clark (KMB). (02:13)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: ORCL, AI, and more
Boeing restarts 737 MAX production a month after strike ends - report
McDonald's review bombed on Google after UnitedHealthcare CEO murder suspect's arrest
Newell Brands' turnaround went unnoticed by investors - analyst
Restaurant retreat: CAVA Group and Sweetgreen fall sharply after monster 2024 rallies

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TikTok files to block the forced sale until Supreme Court review. (0:15) Nvidia faces China monopoly probe. (2:03) Activist pushes for big changes at Macy's. (3:22)

Show Notes
Stocks with best odds of risk-adjusted returns deserve attention
AMD falls as BofA downgrades amid AI, PC concerns

Episode transcripts: seekingalpha.com/wsb
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Google Payment (GOOG) placed under CFPB supervision, company hits back with lawsuit. (00:28) Apollo Global Management (APO) and Workday (WDAY)  set to join S&P 500. (01:30) Omnicom (OMC) is said to near mega-merger with Interpublic. (02:02)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: SMCI, MOMO, and more
Former Intel CEO asks people to pray and fast for employees
Stocks with best odds of risk-adjusted returns deserve attention: Goldman Sachs
Payment processing firms track robust spending on Black Friday-Cyber Monday
Is the Roaring Kitty effect over?

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