Wall Street Breakfast

Macy's (M) rejects $5.8B offer; bidder threatens to go directly to holders. (00:27) Terra-Luna crash: Terraform Labs files for Chapter 11 bankruptcy. (01:36) SolarEdge (SEDG) to cut 16% of workforce as revenues slide. (02:41)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Boeing, Coherus BioSciences, Archer-Daniels-Midland, and moreEuropean gambling company Kindred Group in talks to be sold for $2.5B - WSJRed Sea crisis seen as bigger impact event for shipping than early pandemicBeverage buzz: McDonald's new CosMc's concept starts off strongSign 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.

Why Chris DeMuth Jr. really likes the commodity uranium (0:35) Nuclear energy and emotional tradeoffs (3:20). This is an abridged conversation from a recent Investing Experts podcast.Show Notes:Sifting the WorldOpportunity Today Is In Energy, Especially Oil And Gas - Chris DeMuth Jr.Episode transcripts: seekingalpha.com/wsbSign 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.

Spirit Airlines confirms commitment to merger along with upbeat guidance. (0:15) Consumer sentiment hits a 2-1/2 year high. (1:59) Meta buying up Nvidia AI chips. (4:46)Show NotesDividend Roundup: Costco, Target, Dell Technologies, Pfizer, and moreThis is still a buy-the-dip stock market - BofAEpisode transcripts seekingalpha.com/wsbSign 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.

No shutdown: Congress clears stopgap spending bill (0:30), diabetes drugs see price raises (1:15) and Nasdaq 100 rides tech optimism to all-time high (3:25).Show Notes:Commodity Roundup: Gold faces weekly loss as early Fed rate cut bets fade; Oil gainsNasdaq leads S&P, Dow futures as tech bulls keep momentumEpisode transcripts: seekingalpha.com/wsbSign 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.

The goal is for a nationwide network of 500,000 chargers by 2030. (0:15) Jobless claims fall to 16-month low. (3:03) LL flooring tumbles as founder withdraws takeover offer. (5:15)Snow NotesShorts are feeling the heat on these ten stocksApple pops after BofA upgrades on AI, Vision Pro as drivers for growthHumana stock slides after cutting profit outlook on higher medical costsEpisode transcripts seekingalpha.com/wsbSign 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.

Apple could face a DOJ antitrust suit as soon as March. (0:33) Amazon looks to improve its 'Remarkable Alexa' for s subscription service. (1:40) J.P. Morgan CEO Jamie Dimon rips bitcoin again. (2:32)Show NotesS&P, Nasdaq, Dow futures mixed with plenty of premarket data aheadPlug Power discloses at-market stock offering of up to $1B, shares fallEpisode transcripts seekingalpha.com/wsbSign 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.

Retail sales rose more than anticipated through the holiday season. (0:15) Shorter Treasury yields spike on more Fed second-guessing. (1:26) Is JetBlue better off without Spirit? (3:29)Sbow NotesA soft or no landing expected, with geopolitics as the biggest tail riskVerizon slips as it says it will take $5.8B impairment charge in Q4Episode transcripts seekingalpha.com/wsbSign 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.

Is the oil market heading for a supply crunch? (0:30) Search giant Google to lay off more workers (1:30) and Boeing shares fall after collision at O’Hare (2:10).Show Notes:Biggest stock movers today: Spirit Airlines, Chinese EV stocks, and moreChina Q4 GDP grows less than expected amid weak spending, property market declineOccidental CEO Hollub predicts oil supply crunch from 2025Episode transcripts: seekingalpha.com/wsbSign 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.

The week kicks off with M&A in technology and fast food. (0:15) Boeing stock slumps below major technical support. (4:02) Barclays picks stocks for the second wave of AI. (5:05)Show NotesEmpire State Manufacturing Survey drops to levels not seen since 2020Goldman Sachs Q4 earnings beat, helped by asset and wealth management unitApple continues drop even as it surpassed Samsung as 2023's top phone makerEpisode transcripts seekingalpha.com/wsbSign 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.

US futures slide as yields rise (0:30), jam packed earnings week (2:50), and Musk demands voting control in Tesla (6:30).Show Notes:Elon Musk wants 25% voting control in Tesla before advancing AIEarnings week ahead: Taiwan Semiconductor, Goldman Sachs, Morgan Stanley, Alcoa and moreStocks To Watch: Energy Market Drama And Financial Earnings Headline Holiday WeekEpisode transcripts: seekingalpha.com/wsbSign 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.

Travis runs KCI Research and The Contrarian - why they're still focused on value and commodities (0:25). Really long market trends. Why new bull markets could run 10+ years (3:05). This is an abridged conversation from a recent Investing Experts podcast.Show Notes:For Those Investors Stuck On Yield, 2023 Was OpportunisticA Banner Year To Be A Contrarian In The Golden Age Of Active InvestingEpisode transcripts: seekingalpha.com/wsbSign 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.

J.P. Morgan and Citi post solid results. (0:15) Bond yields slide after cool PPI. (2:37) Goldman has 25 options trades ahead of earnings. (6:19)Show NotesWells Fargo in charts: Corporate and Investment Banking revenue falls most Q/QBofA in charts: Revenue declines in most segments amid slower loan expansionDelta Air Lines falls after profit guidance lands short of long-term targetDividend Roundup: Proctor & Gamble, Citigroup, Caterpillar, CVS Health, and moreEpisode transcripts seekingalpha.com/wsbSign 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.

EV shocker: Tesla (TSLA), Rivian (RIVN) and Fisker (FSR) fall after Hertz (HTZ) hits the gas pedal. (00:27) CVS paring down pharmacy footprint inside Target (TGT): WSJ. (02:39) Amgen (AMGN) may be evaluating Cytokinetics bid; CYTK wants $130-$145 a share - report. (03:35)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Grifols, ZIM Integrated Shipping, and moreBoeing given formal notice of FAA probe into 737 Max 9 mishapMeta Materials announces $1M civil penalty to settle SEC investigationMcKesson looking to sell Rexall pharmacy chain in Canada - reportSign 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.

The December CPI rose 0.3%, more than expected. (0:15) Hertz to shed electric vehicles in its fleet. (2:37) Dow 100,000 in 10 years? (4:23)Show NotesBerkshire Hathaway's share of Occidental Petroleum hits 34%Google to lay off hundreds in voice assistant, hardware teamsEpisode transcripts seekingalpha.com/wsbSign 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.

Cummins (CMI) to pay record $1.675B civil penalty in vehicle test cheating settlement. (00:26) iRobot (IRBT) plunges to session lows amid report Amazon (AMZN) won't offer remedies in Europe. (01:41) SEC at long last approves spot bitcoin ETFs. (02:25)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Crypto-linked stocks, Praxis Precision Medicines, and moreConsumer Price Index seen ticking up in December, with core number easingSalesforce and Slack implement hiring freeze: reportGoogle to lay off hundreds in voice assistant, hardware teams 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.

Vessels face weeks of delays as they avoid Red Sea routes. (0:15) Another Fed rate hike isn't out of the question. (1:37) Apple hit with another stock downgrade. (2:12)Show NotesTen surprises that could affect markets in 2024Walmart impresses at both CES and ICR with tech initiativesEpisode transcripts seekingalpha.com/wsbSign 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.

Bitcoin (BTC-USD) briefly spiked on false report that SEC approved bitcoin ETFs. (00:29) Walmart (WMT) to bring drone deliveries to millions more in Texas. (02:02) Amazon's (AMZN) Twitch to cut about 35% of workforce - report. (03:14)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Alcon, Intuitive Surgical, and moreTesla launches upgraded Model 3 in North America at unchanged pricesU.S. oil production predicted to reach new records this year and nextBoeing CEO: Company must acknowledge quality issues with aircraftSign 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.

The discovery on 737 Max 9s indicates Boeing issues aren’t confined to the Alaska plane. (0:15) Nintendo gets an upgrade ahead of Switch 2. (3:01) Analysts adjust bank ratings ahead of earnings. (3:55)Show NotesCiti’s 30 stocks for its 2024 top themesNetflix dips after Citi cuts rating on potential risks in '24-25 amid Street's 'lofty expectations'Juniper Networks jumps 25% on report HPE is nearing buyout dealEpisode transcripts seekingalpha.com/wsbSign 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.

Nvidia (NVDA), Microsoft (MSFT) and others roll into CES as Vegas gets the AI treatment. (00:21) Netflix (NFLX) wins account sharing lawsuit filed by investor. (01:36) Juniper Networks (JNPR) jumps 25% on report HPE is nearing buyout deal. (02:34)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Juniper Networks, Unity Software, and moreTop 10 stocks with the highest short interest on Wall StreetActivist Elliott builds $1B stake in Match Group - WSJBausch + Lomb drops amid comments at JPMorgan Healthcare ConferenceSign 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.

Preorders for the the $3,499 mixed reality headset start Jan. 19. (0:15) First Costco store in 20 years votes to unionize. (2:48) Congressional leaders strike spending deal that could avert shutdown. (3:33)Show NotesReal Estate is the top performing sector since the market’s October lowOil falls after Saudi cuts crude prices amid supply, competition woesBlackRock, ARK 21Shares set lower fees for spot bitcoin ETFsEpisode transcripts seekingalpha.com/wsbSign 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.