Wall Street Breakfast

Oracle's earnings showed mixed results, leading to an 11% drop (0:15). Broadcom's strong earnings overshadowed by warnings of margin pressures (2:30). AutoZone's miss highlights broader economic challenges (3:25). Airline relief rally following government shutdown (5:30). A streaming bidding war (7:05). Nike and FedEx earnings will provide insights into consumer spending (8:45). Explaining market uniformity and fluctuations between excitement for AI and concerns over costs (10:00). The Fed's uncertain policy, with multiple dissents (15:25). Show Notes AI stocks sink on Broadcom, Oracle worries Trump’s Executive Order on cannabis rescheduling expected on Monday: CNBC Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Transcribed - Published: 12 December 2025

Margin worries lead to selling of another big AI trade name. (0:15) Pot stocks pop. (1:16) Bud closing breweries. (2:07)     Show Notes Oracle's plunge wipes out $25B from Larry Ellison's net worth   Episode transcripts: seekingalpha.com/wsb   Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Transcribed - Published: 12 December 2025

Along with a 3-year IP deal, Disney invests $1B in OpenAI. (0:15) Jobless claims rise. (2:22) End of an era for Macau. (3:04) Show Notes Lilly’s next-gen weight-loss drug meets endpoints Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Transcribed - Published: 11 December 2025

The AI trade hit a speedbump as Oracle fell short on the top line. (0:15) SpaceX gearing up to go public. (1:55) Meta’s new AI team clashing with old guard. (3:04)         Show Notes Paramount’s Ellison makes his case to shareholders   Episode transcripts: seekingalpha.com/wsb   Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Transcribed - Published: 11 December 2025

FOMC cuts interest rate for third straight meeting, but dissents grow (0:15). Dow, S&P 500 rise (2:50). YouTube to launch TV plans in early 2026 (4:20). Semiconductor action varies widely in active day (5:00).  Show Notes: FOMC cuts interest rate for third straight meeting, but dissents grow Semiconductor stock action varies widely in active day for sector Nvidia And The H200 Landscape; Broadcom's Strategic Positioning Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Transcribed - Published: 10 December 2025

Standard Chartered strategist cuts his 2026 bitcoin forecast in half. (0:15) Nvidia to offer LoJack for its GPUs? (1:35) What’s behind silver’s big surge? (2:32)         Show Notes Elon Musk wouldn’t do DOGE again JPMorgan bank head sees ‘fragile’ economy Episode transcripts: seekingalpha.com/wsb   Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Transcribed - Published: 10 December 2025

Meta looks to replace Llama with Avocado next year. (0:15) Americans are very reluctant to quit. (2:12) Office Depot/Office Max public journey ends. (2:50) Show Notes Goldman’s 39 sweet spot consumer stocks Home Depot cautious on ‘26 Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Transcribed - Published: 9 December 2025

President Trump OKs export of the high-ends GPUs, says U.S gets 25% cut. (0:15) Sen. Warren blasts Paramount’s hostile Netflix bid. (1:25) Paper says binge watching hurts stock returns. (2:11)         Show Notes Deere drops as Trump calls for lower farm equipment prices   Episode transcripts: seekingalpha.com/wsb   Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Transcribed - Published: 9 December 2025

Paramount looks to snake Netflix’s Warner Bros. deal at $30/share. (0:15) Wedbush gets more bullish on Apple. (1:54) Top Berkshire lieutenant following Buffett out the door. (2:29) Show Notes Is Trump’s falling approval ratings a signal to buy midcap stocks? Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Transcribed - Published: 8 December 2025

IBM will reportedly pay $11B for the data streaming company. (0:15) Lilly, Pfizer, J&J in China’s private insurance catalog. (1:05) White House rolling out $12B in aid for farmers. (2:06)     Show Notes What’s the best data central stock play? Episode transcripts: seekingalpha.com/wsb   Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Transcribed - Published: 8 December 2025

The market expects a quarter-point rate cut, but lots of dissents. (0:22) Two big AI names report earnings: Oracle and Broadcom. (1:23) Michael Burry says OpenAI is Netscape. (2:42) Show Notes  Earnings Calendar Dividend Roundup Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Transcribed - Published: 7 December 2025

Netflix (NFLX) is buying Warner Brothers (0:20). Dollar General (DG), Salesforce (CRM) earnings (6:40). December Fed meeting (12:30). Meta chooses AI over metaverse (19:00). Show Notes Core PCE inflation inches down to +2.8% Y/Y in September, as expected 9 out of 10 companies deliver EPS wins this week Life After Mag 7 Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Transcribed - Published: 5 December 2025

AI chipmaker Moore Threads Technology is rocketing higher on its debut in China. (0:15) White House looks to take more stakes in mineral companies. (1:07) Neocloud company Fluidstack valued at $7 billion. (1:43)     Show Notes HP Enterprise tumbles on weak server sales Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Transcribed - Published: 5 December 2025

Meta looking to make big cuts to Metaverse team as it focuses on AI. (0:15) Is AI’s future now in Paris? (1:18) Is Bugs Bunny destined for Stranger Things? (2:55) Show Notes Top 5 risks for 2026   Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Transcribed - Published: 4 December 2025

Nvidia scores DC lobbying victory with CEO Jensen Huang meeting with Trump. (0:15) Snowflake shares hit as guidance disappoints. (1:20) Insta and Facebook start deactivating Aussie accounts. (2:37) Show Notes Paramount ups Warner breakup fee Episode transcripts: seekingalpha.com/wsb   Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Transcribed - Published: 4 December 2025

The White House is reportedly making robotics its AI priority in 2026. (0:15) Private payrolls fall in November. (1:57) Nike, Lacoste cited for greenwashing. (2:27) Show Notes Stocks crushed by the K Air taxis coming to Miami Pure Storage plunges     Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Transcribed - Published: 3 December 2025

Nike makes top leadership changes as part of turnaround plan. (0:15) Netflix says a combo with HBO Max would be cheaper for viewers. (1:25) YouTube bans users under 16 in Australia. (2:16)     Show Notes Has silver come too far too fast?   Episode transcripts: seekingalpha.com/wsb   Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Transcribed - Published: 3 December 2025

OpenAI’s Garlic to take on Gemini as Altman calls ‘code red.’ (0:15) Apple’s head of AI is out. (1:19) Comcast sues Trump administration for tariff refund. (2:37) Show Notes Once-in-a-generation opportunity in quality stocks Old Lady of Threadneedle Street weighs in on AI risks Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .

Transcribed - Published: 2 December 2025

Netflix submitted a mostly-cash bid for Warner’s studio and HBO Max. (0:15) Michael Burry says Tesla is ‘ridiculously overvalued.’ (0:41) Amazon aims for delivery in less than 30 minutes. (1:19)     Show Notes Marvell looking to buy Celestial AI Episode transcripts: seekingalpha.com/wsb   Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Transcribed - Published: 2 December 2025

New York State Gaming Commission approves casino licenses (0:25). Accenture higher after partnership with OpenAI, Zootopia 2 dominates (2:00). ISM Manufacturing Index slips (3:00). Wedbush shaking up AI trade basket (4:00). Show Notes:   U.S. stocks turn lower, crypto falls while yields rise at the start of December Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Transcribed - Published: 1 December 2025

Carry-trade worries grow as Japen yields hit levels not seen since 2008. (0:15) Databricks is looking at a valuation of $134B. (1:36) Trump says he now knows who he’ll pick as next Fed chair. (2:11) Show Notes  Accenture now calling employees 'reinventors'   Episode transcripts: seekingalpha.com/wsb   Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Transcribed - Published: 1 December 2025

Salesforce, C3.ai, Marvell, Kroger, Snowflake and Dollar Tree will report. (0:17) Black Friday online sales hit $11.8 billion. (1:59) ChatGPT turns 3. (2:35) Show Notes Swiss shoot down 50% inheritance tax Earnings Calendar Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Transcribed - Published: 30 November 2025

Record number of shoppers expected to turn out during Thanksgiving weekend -- NRF. SA Asks: How will retailers fare this holiday season? Happy returns for holiday shopping season? Episode transcripts seekingalpha.com/wsb. Show links:  Jack Bowman | Seeking Alpha Take the quiz: Investment News Quiz - Friday, Nov. 28 Biggest stock movers Friday: BITF, and more E-commerce sales surged in October amid generative AI push and heavy promotions Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Transcribed - Published: 28 November 2025

Consumers have already spent about $79.7 billion online this holiday season. (0:15) White House green lights ‘Rush Hour 4.’ (1:50) OpenAI forecasts 220 million paying for ChatGPT. (2:13) Show Notes 3D printed chicken? Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .

Transcribed - Published: 26 November 2025

HP (HPQ) slides after it unveils weak forecast, job cuts. (00:25) Trump admin negotiates 71% discount on Ozempic, Wegovy (NVO) for Medicare patients. (01:34) Foxconn gets approval to invest additional $569M in Wisconsin. (02:17) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: DELL, HPQ, and more 'Rush Hour 4' in the works after Trump's push to revive series Italy's antitrust body expands probe against Meta over WhatsApp AI tools OPEC+ likely to keep output unchanged, plan for 2027 baselines in focus - report Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Transcribed - Published: 26 November 2025

Paramount, Netflix and Comcast have all put in bids. (0:14) Stocks keep recently rally going. (0:57) HP slumps post-earnings. (1:17) Show Notes The 2025 turkeys Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .

Transcribed - Published: 25 November 2025

Nvidia (NVDA) stock drops after report of Meta considering multi-billion-dollar deal for Google AI chips. (00:25) Bed Bath & Beyond (BBBY) to acquire The Brand House Collective (THBC) in $26.8M deal. (01:20) Spotify (SPOT) plans to increase U.S. subscription charges in Q1 2026 - report. (02:31) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Tuesday: NVDA, ZM, and more Initial Q3 GDP estimate to be released right before Christmas Fed study sees tariffs lowering inflation then boosting it Sandisk to join S&P 500; UPWK, FIBK, HBI to be part of S&P SmallCap 600 Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Transcribed - Published: 25 November 2025

The Nasdaq rallies more than 2%. (0:15) Novo Nordisk sinks after weight-loss drug falls short on Alzheimer’s test. (1:25) Michael Burry’s big reveal falls short. (1:36) Show Notes Chip stocks surge Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .

Transcribed - Published: 24 November 2025

Ubisoft gains as Tencent invests in studio behind Assassin’s Creed, Far Cry, Rainbow Six. (00:20) Trump expected to announce 'framework' to cut health costs - report. (01:13) Michael Burry's big stay-tuned reveal is ... a Substack? (02:26) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Monday: PONY, MP, and more SA: What are the best defensive stocks right now? Salesforce CEO Marc Benioff has a 'Holy S---' AI moment Qwen app hits 10 million downloads in a week as Alibaba pushes ChatGPT rival Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Transcribed - Published: 24 November 2025

Alibaba reports earnings Tuesday: time or buy or sell? (0:40) Michael Burry teases Tuesday announcement. (1:33) DOGE ‘doesn’t exist’ anymore. (2:16) Show Notes 50 stocks that mean the most to hedge funds Earnings Calendar Dividend Roundup Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Transcribed - Published: 23 November 2025

Nvidia earnings - strong results driven by data center growth, but shares slip as markets turn cautious (0:25). Bitcoin drops below $83K, crypto weakness spreads (1:10). Retail earnings: Home Depot vs. Lowe’s; Walmart vs. Target (1:50). Fintech & BNPL pressure (4:20). September jobs data: negative revisions revive recession worries; unemployment rises (5:45). Tariff rollbacks and mixed Fed signals swing December rate-cut odds sharply (7:15). Thanksgiving week preview (9:20). Show Notes Trump drops 40% tariffs on Brazilian beef, coffee amid rising food prices Why the September jobs report will lead to more tariff cuts Wall Street rebounds after the prior day’s volatile downturn Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Transcribed - Published: 21 November 2025

Trump drops 40% tariffs on Brazilian beef, coffee amid rising food prices. (00:22) Joby Aviation (JOBY) accuses rival Archer Aviation (ACHR) of corporate espionage. (01:26) PepsiCo (PEP) preps for its prebiotic drink launch. (02:16) Episode transcripts seekingalpha.com/wsb. Show links:  Take the news quiz: Investment News Quiz - Friday, Nov. 21 Biggest stock movers Friday: GAP, ESTC, and more Wall Street's slide likely driven by signals in crypto - Fundstrat's Lee, IBKR's Sosnick Nvidia-Foxconn's Taiwan supercomputing center to be ready by H1 2026 Strategy may face billions in outflows if excluded from MSCI indices - JPMorgan Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Transcribed - Published: 21 November 2025

Wall Street analysts loved what they saw from Nvidia earnings. (0:15) Long-awaited September jobs report shows solid payroll gains. (1:10) Walmart benefits as consumers eye value. (2:21) Show Notes This bond action could signal the end of the equity bull market   Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .

Transcribed - Published: 20 November 2025

Long-delayed September nonfarm payrolls expected to be relatively steady vs. August. (00:24) Netflix (NFLX) will keep releasing Warner Bros. (WBD) films in theaters if it bought the studio - report. (01:37) ByteDance's valuation soars to $480 billion in share auction - report. (03:01)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Thursday: NVDA, PANW, and more Nvidia surges, boosting market cap by billions, while analysts cheer Q3 results and outlook China considers aggressive new stimulus to rescue property sector amid financial system fears - report Meta's chief AI scientist Yann LeCun announces departure to start his own firm Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Transcribed - Published: 20 November 2025

Xiaomi’s EV division makes profit for the first time. (00:23) Workday (WDAY) to buy AI integration platform Pipedream. (01:04) Brookfield (BAM) targets $10B for AI infrastructure fund, investors include Nvidia (NVDA) - report. (01:41)  Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: PLUG, ON, and more 'Relax,' selloff is just P&L protection - Nomura Elon Musk’s xAI in advanced talks to raise $15 billion lifting valuation to $230 billion - report Warner Bros. Discovery board wants Paramount to offer around $30/share - Axios Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Transcribed - Published: 19 November 2025

Major apps like ChatGPT and X face disruptions. (0:15). Home Depot blames ‘no storms’ for weak comps. (1:49) Google CEO says nobody immune to an AI bubble pop. (2:37) Show Notes Goldman’s best AI productivity stocks Why traders are watching this key S&P level     Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .

Transcribed - Published: 18 November 2025

Bitcoin (BTC-USD) briefly slides below $90K for the first time in seven months. (00:23) Amazon (AMZN) raises $15B in first U.S. bond sale since 2022. (01:28) Google's (GOOG) (GOOGL) AI-fueled travel search engine sends online travel stocks into the red. (02:44) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Tuesday: OWL, AXTA, and more Nio's right-hand drive model Firefly enters production Baidu in charts: Baidu Core revenue drops 7% year-on-year, iQIYI down 7.8% China books nearly million tons of U.S. soybeans after brief pause - report Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Transcribed - Published: 18 November 2025

Bezos will be co-chief executive of Project Prometheus. (0:15). Alphabet rallies as Berkshire Hathaway discloses stake. (1:16) UBS could relocate to the U.S. (2:05) Show Notes Netflix 10-for-1 stock split goes into effect     Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .

Transcribed - Published: 17 November 2025

Apple (AAPL) said to step up CEO succession planning as Tim Cook may leave next year. (00:26) Trump’s $2,000 tariff rebate may need Congress nod, Bessent says. (01:16) Franchisee of Dairy Queen rival files for bankruptcy protection. (01:42) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Monday: QUBT, XPEV, and more Hidden homeownership costs hit nearly $16,000 a year, Zillow says SA Asks: What happens if Trump's tariffs are ruled illegal? Boeing sees sharp increase in Patriot seeker deliveries Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Transcribed - Published: 17 November 2025

Will the market’s most important company shine or disappoint? (0:17) Disney back on YouTube. (2:10) Apple prepares iPhone overhaul. (2:40) Show Notes  Earnings Calendar Dividend Roundup Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Transcribed - Published: 16 November 2025

Market mood is mercurial and jittery (0:20). Cisco vs. Oracle: a split in AI infrastructure plays (0:55). The challenge of high valuations and why Nvidia's upcoming report is a major market catalyst (3:05). Pharma stocks rally while Bitcoin slumps, signaling declining risk appetite (5:00). Stablecoin growth, higher expenses, and interest-rate pressures on Circle (6:30). Retail surprise: Dillard’s earnings pop (7:40). Missing data concerns, Fed rate-cut odds shift (9:30). Show links:  Nasdaq turns selloff around amid valuation worries, big tech recovers Cisco targets $3B in AI infrastructure revenue for FY26 as hyperscaler momentum accelerates Circle Internet Group (CRCL) Q3 2025 Earnings Call Transcript AI Spending Surge, Contrarian Take On Tech Stocks Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Transcribed - Published: 14 November 2025

Merck (MRK) seen nearing acquisition of Cidara Therapeutics (CDTX) in deal potentially above $3.3 billion. (00:23) U.S., Argentina to open markets to key products in trade framework. (01:08) DoorDash (DASH) reveals October cybersecurity breach impacting its platform. (02:04) Episode transcripts seekingalpha.com/wsb. Show links:  Take the quiz: Investment News Quiz - Friday, Nov. 14 Biggest stock movers Friday: CDTX, AMAT, WBD, and more Fed's Kashkari did not back last rate cut, undecided on December - report Google proposes changes to adtech business after EU fine, but no asset breakup Blue Origin launches NASA's Mars mission, sticks booster landing for the first time Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Transcribed - Published: 14 November 2025

Burry wound up his fund just days after disclosing bets against AI trade. (0:15). Disney tumbles on TV, film weakness. (1:55) AI trade could kill buybacks. (3:39) Show Notes A Michael Burry Wall Street timeline Stocks fall in big risk-off move as Tesla, Nvidia sink Target tells employees to smile Verizon announces big layoffs     Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .

Transcribed - Published: 13 November 2025

Alibaba (BABA) reportedly preps revamp of AI app to resemble ChatGPT. (00:22) China's Baidu (BIDU) sets stage for new AI chips at its annual tech event. (01:13) Jobs, CPI reports for October may never be released - White House. (01:45) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Thursday: CSCO, BTDR, and more Goldman's AI layoffs early warning signal Weight Watchers plans to sell Novo's obesity pill once it launches - report Waymo launches autonomous freeway rides in San Francisco, Los Angeles, Phoenix Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Transcribed - Published: 13 November 2025

Big Blue says it’s on a path to elusive ‘quantum advantage.’ (0:15). AT&T gets a rating boost. (1:21) Peak oil demand pushed out to 2050. (2:16) Show Notes Goldman’s healthcare stock picks     Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .

Transcribed - Published: 12 November 2025

General Motors (GM) directs suppliers to pull back China supply chains - report. (00:22) AMD CEO says AI market is 'faster than anything we've seen before,' sees $1T by 2030. (01:21) Google (GOOG) (GOOGL) accused in suit of using Gemini AI tool to snoop on users - report. (02:26) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Wednesday: AMD, ALC, and more Trump to host Wall Street CEOs on Wednesday at White House - report Foxconn sees AI-driven growth in 2026, teases OpenAI announcement Trump wants to drill oil off California coast, Newsom calls plan 'dead on arrival' Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Transcribed - Published: 12 November 2025

Turing Award-winning AI scientist Yann LeCun heads to startup land. (0:15). XPeng rallies as its lifelike human robot debuts. (2:48) Levi’s selling $300 jeans. (3:03) Show Notes S&P 500 more correlated to Nvidia than its own 500 components Michael Burry targets hyperscaler accounting     Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .

Transcribed - Published: 11 November 2025

50-year mortgage: A game-changer or more pain for homebuyers? (00:23) SoftBank unloads entire stake in Nvidia for $5.8B. (01:52) Anthropic said to be on track to turn a profit much faster than OpenAI. (02:27) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Tuesday: BBAI, RKLB, and more US Senate passes bill to end longest ever government shutdown, sending it to House Nebius Q3 Earnings Preview: What to expect? Tesla chair says the company could be on the cusp of the largest value-creation event in history Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Transcribed - Published: 11 November 2025

AI shopping referrals surge 1,200% in October. (0:15). Health insurers tumble on Trump healthcare posts. (1:40) Will your parked car soon be powering AI? (2:41) Show Notes BofA says short hyperscaler bonds Source says Papa John’s deal report not true     Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .

Transcribed - Published: 10 November 2025

Stock index futures jump on reports of Senate breakthrough to end shutdown. (00:19) Taiwan Semi's (TSM) October revenue rises 17% YoY, below September’s surge. (01:50) Rumble (RUM) to buy German AI firm Northern Data (NDTAF) for $767 million in an all-stock transaction. (02:46) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Monday: RUM, MTSR, and more SA Asks: What are the best AI-focused ETFs right now? Duffy: Air travel will slow to a 'trickle' ahead of Thanksgiving if shutdown persists Tesla's Cybertruck head quits after eight years Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Transcribed - Published: 10 November 2025