Wall Street Breakfast

Spot silver sinks 9% after a huge December rally. (0:15) Nvidia, AMD will kick off CES Vegas. (2:44) Next year looks huge of movie toy tie-ins. (3:11)Show NotesEvercore’s top internet stock for 2026    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.

Coupang (CPNG) promises over $1 billion compensation for data leak victims. (00:24) China's private rocket company LandSpace prepares to stand against Elon Musk's SpaceX - report. (01:16) New York to require mental health warning labels on social media platforms. (02:21)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: Coupang, Sable OffshoreTrump says 'thorny issues' remain in Ukraine talks, Zelenskyy says ready for peaceSilver is now the third most valuable asset in the worldSA Asks: What's the best silver play right now for investors?SA Asks: What's the best gold play right now for investors?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.

Consumer sentiment revised lower for December as year-ahead inflation expectation revised up a tick. Tech giants brace to spend billions more in CapEx as AI race heats up.  2026 S&P 500 Outlook: I'm The Lone Bull In The China Shop.Episode transcripts seekingalpha.com/wsb.Show links: Top Stocks 2026Jack Bowman-Bowman Capital ManagementInvestment News Quiz - Friday, Dec. 26Tariffs: Latest news and analysisSign 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.

BP to sell 65% stake in Castrol to Stonepeak. (00:24) UiPath (PATH), Versant Media (VSNTV) to join S&P MidCap 400 and SmallCap 600. (01:13) Waymo (GOOG) (GOOGL) plans to update software across fleet after San Francisco power outage. (01:44)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: DVAX, NKE, and moreBessent sees GDP jump leading to increased hiring, 'large paychecks'One of the biggest comeback stories in the retail sector is a secondhand clothes sellerSanofi to buy Dynavax for $15.50 per shareSign 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.

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.