Wall Street Breakfast

Carvana's (CVNA) Q4 profitability loses traction; shares crater more than 20%. (00:14) DoorDash (DASH) sees double-digit growth in orders, GOV; sets upbeat Q1 guidance. (01:31) Moderna (MRNA) gains as FDA backtracks and accepts flu shot for review. (02:14)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: OXY, DASH, and more
GameStop's Ryan Cohen takes on the 'hollow men' of corporate boardrooms
Shift away from EVs continues to cost Avis Budget
Figma targets 30% revenue growth for 2026 as AI adoption accelerates

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SoftBank among firms interested in $36B Japan-financed projects announced by Trump admin in Texas, Georgia, and Ohio. (00:14) YouTube back online after recommendation glitch disrupts 350,000+ users worldwide. (01:20) Palantir confirms it has moved headquarters to Florida from Colorado. (01:52)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: PANW, NYT, and more
Lagarde said to weigh quitting ECB before her term ends
Hormel Foods sells whole-bird turkey business, forecasts continued organic sales growth
Palo Alto declines after guidance reveals revenue surge but lower-than-expected EPS

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Danaher (DHR) nears $10B acquisition of medical tech company Masimo (MASI), FT reports. (00:14) Elliott builds over 10% stake in Norwegian Cruise Line (NCLH) to push changes - report. (01:08) Costco (COST) sued over rotisserie chicken as nonprofit alleges salmonella at Nebraska plant. (02:05)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: ZIM, CMPS, and more
Apple adds integrated video podcasts, taking on Spotify and YouTube
Michael Saylor's Strategy says it can weather Bitcoin drop to $8,000 while covering debt
Goldman Sachs to drop DEI criteria for its board, WSJ reports
SpaceX to compete in Pentagon contest for autonomous drone tech - report

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Walmart features in a holiday-shortened week with 57 S&P 500 reports. (0:17) Economists expect Q4 GDP growth near 2.8%. (1:10) Supreme Court could rule soon on Trump tariffs. (1:37)

Show Notes
Goldman’s AI pair trades
Earnings Calendar
Dividend Roundup

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.

Jobs data and other macro factors (0:25) Economic picture holding steady (3:00) AI expansions, tech earnings (5:25) Fed update, Walmart valuation, earnings coming (10:30)

Episode transcripts: seekingalpha.com/wsb

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Tech Tug Of War: Fear Vs. Greed
Initial jobless claims were slightly higher than expected in past week
Widening gap between CPI and PPI is what truly matters for the stock market – strategist

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