Wall Street Breakfast

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.

Supreme Court may decide fate of Trump's tariffs on Friday. (00:22) Alibaba (BABA) shares jump on potential China approval of Nvidia (NVDA) H200 imports. (01:33) Bob Iger: Disney (DIS) will continue to expand its investment in China. (02:31)Episode transcripts seekingalpha.com/wsb.Show links: Take the news quizBiggest stock movers Friday: TLRY, AXTI, and moreTrump's tilt towards crypto remains strategic for midterm elections, says Cathie Wood GM takes an additional $7.1B charge tied to reduced EV capacity, Chinese businessTSMC December revenue rises 20.4% year over year, slips from NovemberSign 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.

JPMorgan Chase acquiring the Apple Card business from Goldman Sachs. (0:15) Costco rallying ahead of tariffs decision. (1:19) BlackRock is not Blackstone. (1:46)Show NotesTop stock picks for January’s ‘dash to trash’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.

Defense stocks rebound after-hours as Trump proposes $1.5T ‘Dream Military’ budget plan. (00:23) Ford (F) to get eyes-off driving tech, starting with $30,000 EV in 2028. (01:53) Alphabet (GOOG) (GOOGL) is worth more than Apple (AAPL) for the first time since 2019. (02:16)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: Defense stocks, and moreNvidia seeks full upfront payment for H200 AI chips in China - reportSamsung projects threefold increase in profit on AI boomElon Musk's lawsuit against OpenAI will head to trial, U.S. judge saysSign 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.

Ryan Cohen only gets paid if GameStop reaches meme-era market cap. (0:15) Warner’s board hits Paramount with the Heisman. (1:28) Job openings at lowest level since ’24. (2:13) Show NotesNew GIFsentiment indicator gauges market moodEpisode 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.