Wall Street Breakfast

Retail inflation is expected to remain sticky, up 0.3%. (0:18) GameStop earnings will test the meme crowd. (2:31) Syrian government falls to rebels. (3:20)

Show Notes
Wells Fargo’s ‘Core’ List
Earnings Calendar
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
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Handling market volatility with long-term dividend growth investing. Prioritizing future dividends over immediate income, companies drowning in cash like Visa and Microsoft. This is an excerpt from a recent Investing Experts conversation.

Episode transcripts: seekingalpha.com/wsb

Show links: 
Dividendology on YouTube

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Market drifts higher punctuated by dramatic tech stories (0:35). Mag 7 resurgence (3:30). The catalyst that took Bitcoin past $100,000 and what may be coming (5:15). Bifurcation between tech stocks and blue chippers (8:00). Jobs, Fed, rates, and earnings (9:40) Black Friday and retail numbers (13:25).

Episode transcripts: seekingalpha.com/wsb

Show links: 
November nonfarm payrolls rebound from October's storms, strike; unemployment touches 4.2%
Bitcoin to reach 200k, propelled by institutional flows and ETFs
Bitcoin hits $100K after Trump picks pro-crypto SEC head

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Lululemon (LULU) delivers solid quarterly results, hikes FY24 guidance. (00:26) Ulta Beauty (ULTA) shines with solid Q3 performance. (01:55) Victoria's Secret (VSCO) ups forecast, tops estimates for Q3 results on holiday season boost. (03:14)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: DOCU, ULTA, LULU, and more
Bitcoin retreats from $100K, bringing down other crypto, related stocks
Boeing yet to restart 737 Max production after labor strike - report
Classic meme stocks pop on cryptic tweet from Roaring Kitty
OpenAI pushes monetization efforts further with new $200/month plan

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American and Southwest get bullish for holiday demand. (0:15) Disney raises dividend. (1:53) Intel appoints two new board members. (4:26)

Show Notes 
Why you should be checking Reddit again ahead of trading
Here's what Seeking Alpha analysts are saying as Bitcoin trades above $100K

Episode transcripts: seekingalpha.com/wsb
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Bitcoin (BTC-USD) crosses $100,000 as Trump picks crypto backer, Paul Atkins for SEC chair, Powell comments. (00:24) Shell (SHEL), Equinor (EQNR) to combine assets to form UK's biggest independent oil and gas firm. (01:34) Amazon (AMZN) sued for allegedly excluding D.C. zip codes from Prime delivery benefits. (02:20)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: Crypto stocks, AEO, and more
Meta to build $10B AI data center in Louisiana, to work with Entergy for energy needs
Vodafone UK - Three UK merger gets an all-clear, with conditions from CMA
Hershey suitors have been rebuffed, hard to buy chocolate maker - analyst
Teamsters union files charges against Costco, alleging unfair labour practices

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UnitedHealthcare CEO Brian Thompson gunned down in Manhattan in 'targeted' attack. (0:15) Marvell stock soars on results. (3:19) Battle of the weight-loss drugs. (3:41)
 
Show Notes
South Korea is an important test for advanced economies
Will a Santa Claus rally boost Wall Street this December?

Episode transcripts: seekingalpha.com/wsb
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South Korea stocks fall as president faces impeachment threat after martial law chaos. (00:23) Enemies to friends? Mark Zuckerberg (META) wants 'active role' in Trump's tech policies. (01:41) Salesforce (CRM) climbs despite mixed Q3 results as Agentforce gains ground. (03:02)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: CRM, MRVL, and more
TPG evaluates $1.5B sale of Crunch Fitness - Reuters
Amazon goes all in on AI with GitLab and PagerDuty
Clean fuel tax credit guidance will not be finalized before Trump takeover - Reuters

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The telecom also outlines plans for $40B return to shareholders. (0:15) Job openings rise. (2:34) South Korean assets whipsaw amid martial law declaration. (4:48) 

Show Notes
Apple to deal with class action lawsuit in UK over App Store
Small-cap momentum picks

Episode transcripts: seekingalpha.com/wsb
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Super Micro (SMCI) jumps as internal review finds no misconduct; to replace CFO. (00:24) SpaceX considers tender offer that boosts valuation to $350 billion - report. (01:47) Cheetah Net Supply Chain (CTNT) to acquire TW & EW. (02:27)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: ZS, SMCI, and more
Scam? Parody? Sign of a top? Enron relaunches as a crypto play
NATO chief to Trump: Unfavorable Ukraine peace deal would be 'dire threat' to U.S.
Amazon reveals new data center components to improve efficiency
Intel board should consider 'radical change' with new CEO: analysts

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