Wall Street Breakfast

Wall Street Breakfast

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Episode (200)

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161
Wall Street Roundup: Netflix deal to buy Warner Brothers

Wall Street Roundup: Netflix deal to buy Warner Brothers

Dec 05, 2025

Netflix (NFLX) deal to buy 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 inf...

162
China's Nvidia soars 500% after IPO

China's Nvidia soars 500% after IPO

Dec 05, 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 bill...

163
Dr Zuckerberg and the Metaverse of sadness

Dr Zuckerberg and the Metaverse of sadness

Dec 04, 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   E...

164
Mr Nvidia goes to Washington

Mr Nvidia goes to Washington

Dec 04, 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) S...

165
The year of the robot approaches

The year of the robot approaches

Dec 03, 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...

166
Nike shakes up its starting lineup

Nike shakes up its starting lineup

Dec 03, 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 N...

167
Can Garlic cure an AI Code Red?

Can Garlic cure an AI Code Red?

Dec 02, 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 oppo...

168
Netflix ready to splash the cash for Warner

Netflix ready to splash the cash for Warner

Dec 02, 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)     ...

169
NYC bets on mega casinos

NYC bets on mega casinos

Dec 01, 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 ...

170
Japanese bonds are spooking the globe

Japanese bonds are spooking the globe

Dec 01, 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) ...

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