Wall Street Breakfast

Wall Street Breakfast

Seeking Alpha

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Episode (200)

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171
Retail and tech earnings kick off December

Retail and tech earnings kick off December

Nov 30, 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% inheritan...

172
Black Friday: Big Crowds, Bigger Stakes

Black Friday: Big Crowds, Bigger Stakes

Nov 28, 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...

173
Consumers ramp up holiday spending

Consumers ramp up holiday spending

Nov 26, 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 3...

174
HP downsizes to power up

HP downsizes to power up

Nov 26, 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...

175
Warner Bros. asks for sweetener bids

Warner Bros. asks for sweetener bids

Nov 25, 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/...

176
Nvidia’s chip reign challenged

Nvidia’s chip reign challenged

Nov 25, 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. ...

177
AI trade battles back

AI trade battles back

Nov 24, 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 ...

178
Ubisoft cracks next level with Tencent

Ubisoft cracks next level with Tencent

Nov 24, 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-...

179
Will Burry or BABA invigorate a short week?

Will Burry or BABA invigorate a short week?

Nov 23, 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 f...

180
Wall Street Roundup: Nvidia dips, bitcoin cracks, retail winners emerge

Wall Street Roundup: Nvidia dips, bitcoin cracks, retail winners emerge

Nov 21, 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...

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