Wall Street Breakfast Seeking Alpha

G7 oil price cap mostly a failure after one year, report says. (00:28) 23andMe (ME) facing mounting litigation over hacking incident. (01:49) SEC extends deadline to decide on Grayscale's (ETHE) spot ether ETF application. (03:03)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers today: MongoDB, SentinelOne and more
Five9 falls after hours on disclosure that it's not pursuing any transaction
Elon Musk's xAI startup files to raise up to $1B in equity offering
Apple climbs back above $3T amid smartphone optimism

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The release date of 2025 for the game puts some pressure on Take-Two shares. (0:15) Job openings slump below 9 million. (2:00) Morgan Stanley spies big smartphone recovery. (4:24)

Show Notes
U.S. strong buy ideas for the next 12 months
Starbucks falls again as concerns rise that holiday quarter may be weak

Episode transcripts seekingalpha.com/wsb.
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Listen below or on the go on Apple Podcasts and SpotifyMeta (META), IBM launch open source AI Alliance with over 50 members. (00:22) AT&T (T) picks Ericsson (ERIC) over Nokia (NOK) for $14B Open RAN contract. (01:10) Five9 (FIVN) gains on report it's exploring a potential sale. (02:27)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers today: GitLab, Ericsson, Nokia and more
U.S. strong buy ideas for the next 12 months – according to Citi
Fluor wins $3B of contracts for Dow's planned net-zero facility in Canada
Goodyear Tire & Rubber is called an auto sector standout by HSBC

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The march to $50,000 continues. (0:15) Uber will join the S&P 500. (1:58) Spotify announces another round of layoffs. (2:17)

Show Notes
Top 10 trades for 2024 - BofA
Nuke names jump as 22 countries commit to triple nuclear energy capacity by 2050

Episode transcripts seekingalpha.com/wsb.
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Alaska Air (ALK) to buy Hawaiian Airlines (HA) in $1.9B deal. (00:23) Boeing (BA) eliminated from Air Force 'doomsday plane' competition. (01:08) China Evergrande (EGRNQ) winding-up hearing pushed to January. (02:08)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers today: Spotify, Uber Technologies, crypto-related stocks and more
New highs: Gold sets another record, bitcoin crosses $41K as rate cut bets grow
Spotify to lay off 17% of employees to curb costs
Piper sees GLP-1s increasing demand for knee/hip surgeries near-term
Weight loss drugs seen providing a boost to apparel stocks - Stifel

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Catalyst watch for the week of December 3. Seeking Alpha Senior Executive Editor Kim Khan on the upcoming jobs report and how the numbers play into Fed rate cuts. (00:21) Julie Morgan shares the latest analysis on two companies set to report earnings, Broadcom (AVGO) and Lululemon (LULU). (01:52) Finally, Kim gives analysis on a potential Cigna, Humana deal. (03:05) He also shares insight on the M&A landscape for 2024. (05:06)

Episode transcripts seekingalpha.com/wsb.

Show links:
Catalyst Watch: McDonald's event, Lululemon earnings and GameStop volatility redux
Broadcom Leveraging AI To Further Soften Its Cyclical Semiconductor Reset
Lululemon: Set To Outperform Yet Again In 2024
TD Cowen says Cigna, Humana merger would face lengthy regulatory delay