Wall Street Breakfast

Iran's top trading partners that could face new tariffs. (00:24) New York Fed's Williams signals no rush for another rate cut. (01:26) Aldi plots next phase of aggressive U.S. expansion. (02:29)Episode transcripts seekingalpha.com/wsb.Show links: JPMorgan ahead of Q4: SA Quant says Hold, Wall Street stays BullishNvidia says no upfront payment needed for H200 chipsSK Hynix to invest $13B in South Korean AI chip packaging plantSign 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.

Paramount Skydance nominating its own Warner directors. (0:15) Ex-Fed chiefs defend Jerome Powell as DOJ subpoenas roil independence. (1:12) Credit card issuers slide after Trump touts 10% rate cap. (2:13)Show NotesOdds of Powell staying longer soarEpisode 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.

Federal prosecutors open criminal investigation into Fed Chair Powell - NYT. (00:14) Allegiant (ALGT) to acquire Sun Country (SNCY) in $1.5B cash-and-stock deal. (01:42) Meta removes 550,000 accounts across its social media platforms in compliance with the under-16s ban. (02:30)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: Credit card firms, SNCY, WMT and moreTrump says he knows nothing about Fed investigation, denies rates motiveGold, silver spike as Fed receives DOJ subpoenasMove over TACO Trade, here come the Big MAC and TUNA TradesTrump signals disapproval of Netflix-Warner Bros. dealSign 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.

Banks usher in Q4 earnings with JPMorgan setting the tone. (0:17) December CPI puts shutdown distortions to the test. (1:14) Trump floats a 10% cap on credit card interest rates. (1:53)Show NotesEarnings CalendarDividend 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.

America vs. Venezuela (0:25). Memory, storage stocks soar; AI trade moving to different sectors (3:30). Jobs data this week just fine (6:15). Roblox's longer-term decline (10:00). Thoughts on the market in 2026 (14:00).Episode transcripts: seekingalpha.com/wsbShow links: Sandisk surges after report indicating company could double price of 3D NAND for enterprise SSDsTrump shared some December jobs data hours before official releaseInnovative Industrial Properties: Leverage (For A REIT) Is EverythingSign 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.