Welcome to Seeking Alpha's Wall Street breakfast, where we cover the top news for investors every morning and afternoon.

Good morning and happy December. Today is Friday, December 1st,

and I'm Rina Sherbal filling in today for Julie Morgan.

Our top stories.

Crude oil slips as OPEC's voluntary production cuts underwhelm.

Tesla delivers first cyber trucks as it looks to shake up the electric truck segment and

Disney declares dividend after a more than three-year hiatus. U.S. stocks on

Thursday ended mixed but Wall Street notched one of its best November

performances on record, driven by a general consensus that the Federal Reserve is done hiking

rates and can deliver a mixed landing.

Market participants in today's session digested favorable inflation data

which was offset by a higher than anticipated gauge of business activity.

The tech heavy NASDAQ composite slipped just a bit over 0.2% and the benchmark

S&P 500 added just under 0.4%. For November it posted gains of nearly 9% its biggest monthly advance since July of last year.

The Blue Chip Dow advanced just under 1.5% on the back of a nearly 9% surge in Salesforce.

For the month, the NASDAQ added just over 10%

and the S&P and Dow added just under 9%.

Leo Nellison, who helps run I reed on Alpha, told Seeking Alpha that Day was a mixed day to end a fascinating month.

The biggest takeaway to me is that the rally was mainly driven by very dovish market expectations.

The market now expects five interest rate cuts next year, lowering the Fed funds rate to the

four to four and a quarter range.

While these expectations are certainly not bearish for tech stocks, the problem continues to be the underlying economy.

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