Wall Street Breakfast

Novo Nordisk (NVO) rises as FDA approves Wegovy pill for obesity. (00:24) Mercedes (MBGAF) to pay $150M settlement over diesel scandal. (01:09) ByteDance (BDNCE) plans $23B capex for 2026 with focus on AI infrastructure - FT. (01:57)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: ZIM, NVO, and moreThe ‘Santa Claus rally’ is here, now prepare for the ‘January effect’ – analystCiti 2026 semis outlook: MCHP top pick, AVGO, ADI, MU, NXPI, TXN buy-ratedRyanair Holdings shares surge 55%, leading European airline stocks in 2025Sign 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.

Microsoft’s Nadella gets hands-on as AI competition heats up. (0:15) Larry Ellison backs Paramount’s bid for warner with his own money. (1:32) Cuba faces ruin without Venezuelan oil. (2:18)Show NotesThings that WON’T Happen in 2026Steve Cress’ Top Stocks for 2026 – sign up today      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.

Gold (XAUUSD:CUR) soars past $4,400 on rate-cut bets as silver explodes to historic high. (00:24) Waymo (GOOG) (GOOGL) resumes robotaxis after blackout in San Francisco. (01:44) Baidu (BIDU) partners with Uber, Lyft to test Apollo Go robotaxis in UK. (02:45)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: ABVX, RKLB, and moreItaly's antitrust body fines $115 million for Apple's dominant position'Avatar: Fire and Ash' debuts strongly at box office, but trails prior sequelJames Grant says his best stock pick of 2025 may still be cheapSign 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.

After two down years in a row, history suggests Santa will return this week. (0:17) Q3 GDP is due. (1:15) Bill Ackman wants to help SpaceX go public. (1:36)Show NotesTop tech picks for 2026 Dividend RoundupEpisode 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.

Micron (MU) earnings take it to a new high (0:45). EV check-in with Ford (2:40). Rivian rally (4:45). Tesla quietly drifting higher (6:30). Economic data catching up after government shutdown (8:30).Show links: Micron signals further gross margin expansion as AI-driven demand strains supply into 2026Tesla stock scales a new record high for the first time in nearly a yearFord's ESS strategy could generate as much as $5B in additional revenueEpisode 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.