Wall Street Breakfast

David Zinsner and Michelle Johnston Holthaus will replace Pat Gelsinger. (0:15) Morgan Stanley adjust ratings on cybersecurity stocks. (3:22) OpenAI looks at ads. (4:06)

Show Notes
Most commodity prices to fall in 2025 from current levels

Episode transcripts: seekingalpha.com/wsb
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Stellantis (STLA) CEO Carlos Tavares resigns amid sales slump. (00:25) Fidelity marks up value of its stake in Elon Musk's X by 32%: report. (01:32) BlackRock (BLK) close to deal to acquire HPS Investment Partners for at least $12B: report. (02:41)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: STLA, MNSO, and more
Coinbase policy chief sees crypto laws passing 'fairly quickly' after Trump takes office
SA Asks: Which retail stocks will win or lose this holiday season?
VW workers set to begin walkouts on Monday over cutbacks

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Nonfarm payrolls are seen up 200K for November. (0:18) Salesforce leads the smaller earnings parade. (1:11) Trump threatens BRICs over greenback. (2:52)

Show Notes
Canada calls alleged Snowflake hacker 'a risk of danger' to public

Episode transcripts: seekingalpha.com/wsb
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More than $6 billion was spent online on Thanksgiving. (0:16) Wedbush not fazed by FTC focus on Microsoft. (3:41) Canada joins push for Google breakup. (4:04)

Show Notes
Disney's 'Moana 2' bashing Thanksgiving records
3 “winners” vs. “losers” within consumer discretionary stocks

Episode transcripts: seekingalpha.com/wsb
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Trade around the clock: SEC approves the 24X National Exchange. (00:28) It’s official: Australia passes social media ban for kids under 16. (01:08) Consumer stocks enter the limelight with Black Friday and Cyber Monday. (02:21)

Episode transcripts seekingalpha.com/wsb.

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Germany's retail sales rise 1% Y/Y in October
Asian markets mixed after Thanksgiving, China rebounds over easing concerns
Google asks appeals court to throw out Epic Games app store verdict

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Investors set aside Trump's new tariff threats (0:35), Fed signals moderate pace in cutting rates (1:30). No exemption for crude oil imports (4:00). U.S. oil producers won't 'drill, baby, drill' (5:50). Bitcoin pulls back (7:05). Flurry of retail earnings illustrate challenges (8:40).

Episode transcripts: seekingalpha.com/wsb

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Bitcoin drifts down toward $90K; can it hit $100K by year-end?
Trump plans no exemption for crude oil imports in potential tariff plan
Holiday shopping season kicks off with flurry of retail earnings

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Trinity Capital CEO Kyle Brown talks interest rates roller coaster and what that means for the financial sector (1:10). Liquidity is really important and private credit is real (4:25). Why there's been an increase in interest in BDCs (7:50).

Episode transcripts: seekingalpha.com/wsb

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Trinity Capital Q3 2024 Earnings Call Transcript

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Dow outshined both the Nasdaq and benchmark S&P 500 (0:30). Gold sinks by most in 4 years (1:11). Crude oil falls sharply (1:50) Trump prepares broad energy plan (2:40).

Episode transcripts: seekingalpha.com/wsb

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Gold sinks by most in four years as Israel-Hezbollah ceasefire nears
Trump prepares broad energy plan to boost gas exports - report

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Dow, S&P, and Nasdaq advance while yields slide to start holiday shortened week (0:25) J.P. Morgan's top biotech picks and analyst focus list (2:10). Will gold rally pause? (3:45)

Episode transcripts: seekingalpha.com/wsb

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JPMorgan updates its U.S. Analyst Focus List
Gold rally may pause, while platinum set to catch up
Nuclear wins as the best alternative energy source

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Nvidia earnings - big buildup, then a shrug (0:54). Is big pharma out of favor? (3:40) How long can Bitcoin's run can last? (4:30) Target's disappointing report (6:15). Earnings season takeaways (8:20).

Episode transcripts: seekingalpha.com/wsb

Show links: 
Nvidia's results and guidance were exceptional. Wall Street says ignore the noise.
Target is on the outside looking in at the retail trinity of Walmart, Amazon and Costco
Bitcoin flirts with $100K

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