Wall Street Breakfast

SoftBank has fully  funded its $40 billion investment in ChatGPT. (0:15) Warner set to snub Paramount again. (1:08) China overtakes Japan in global auto sales. (2:02)Show NotesIs silver in a bubble? Quant vs. AnalystSteve Cress’ Top Stocks for 2026 – sign up todayEpisode 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.

Meta to acquire Singapore-based Manus for AI agent capabilities. (00:20) Boeing (BA) scores $8.6B contract to build aircraft for Israel Air Force. (01:09) Novo Nordisk (NVO) cuts Wegovy price in China. (01:56)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: New Era Energy & Digital and Society PassSA Asks: Would SpaceX stock be a good investment?Silver slammed in biggest one-day drop since 2021, gold also plungesSamsung wins annual U.S. approval for chipmaking tool shipments to China - reportSign 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.

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.