Wall Street Breakfast

Market drifts higher punctuated by dramatic tech stories (0:35). Mag 7 resurgence (3:30). The catalyst that took Bitcoin past $100,000 and what may be coming (5:15). Bifurcation between tech stocks and blue chippers (8:00). Jobs, Fed, rates, and earnings (9:40) Black Friday and retail numbers (13:25).Episode transcripts: seekingalpha.com/wsbShow links: November nonfarm payrolls rebound from October's storms, strike; unemployment touches 4.2%Bitcoin to reach 200k, propelled by institutional flows and ETFsBitcoin hits $100K after Trump picks pro-crypto SEC headSign 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.

Lululemon (LULU) delivers solid quarterly results, hikes FY24 guidance. (00:26) Ulta Beauty (ULTA) shines with solid Q3 performance. (01:55) Victoria's Secret (VSCO) ups forecast, tops estimates for Q3 results on holiday season boost. (03:14)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: DOCU, ULTA, LULU, and moreBitcoin retreats from $100K, bringing down other crypto, related stocksBoeing yet to restart 737 Max production after labor strike - reportClassic meme stocks pop on cryptic tweet from Roaring KittyOpenAI pushes monetization efforts further with new $200/month planSign 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.

American and Southwest get bullish for holiday demand. (0:15) Disney raises dividend. (1:53) Intel appoints two new board members. (4:26)Show Notes Why you should be checking Reddit again ahead of tradingHere's what Seeking Alpha analysts are saying as Bitcoin trades above $100KEpisode 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.

Bitcoin (BTC-USD) crosses $100,000 as Trump picks crypto backer, Paul Atkins for SEC chair, Powell comments. (00:24) Shell (SHEL), Equinor (EQNR) to combine assets to form UK's biggest independent oil and gas firm. (01:34) Amazon (AMZN) sued for allegedly excluding D.C. zip codes from Prime delivery benefits. (02:20)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: Crypto stocks, AEO, and moreMeta to build $10B AI data center in Louisiana, to work with Entergy for energy needsVodafone UK - Three UK merger gets an all-clear, with conditions from CMAHershey suitors have been rebuffed, hard to buy chocolate maker - analystTeamsters union files charges against Costco, alleging unfair labour practicesSign 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.