Wall Street Breakfast

Wall Street Roundup: Supreme Court Rules

Walmart, Carvana and Blue Owl; AI spending (0:20) Supreme Court strikes down Trump's global tariffs (9:30)Episode transcripts: seekingalpha.com/wsbShow links: The Art Of Being A Contrarian With Courage & Conviction InvestingSteven Bavaria And Samuel Smith's Top Income Picks For 2026This Is A Stock Picker's MarketSign 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.

Carvana drops despite higher sales

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.Show links: Biggest stock movers Thursday: OXY, DASH, and moreGameStop's Ryan Cohen takes on the 'hollow men' of corporate boardroomsShift away from EVs continues to cost Avis BudgetFigma targets 30% revenue growth for 2026 as AI adoption acceleratesSign 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.

Japan sends $36B flowing into U.S. energy

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.Show links: Biggest stock movers Wednesday: PANW, NYT, and moreLagarde said to weigh quitting ECB before her term endsHormel Foods sells whole-bird turkey business, forecasts continued organic sales growthPalo Alto declines after guidance reveals revenue surge but lower-than-expected EPSSign 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.

Masimo jumps as Danaher nears $10B deal

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.Show links: Biggest stock movers Tuesday: ZIM, CMPS, and moreApple adds integrated video podcasts, taking on Spotify and YouTubeMichael Saylor's Strategy says it can weather Bitcoin drop to $8,000 while covering debtGoldman Sachs to drop DEI criteria for its board, WSJ reportsSpaceX to compete in Pentagon contest for autonomous drone tech - 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.

Walmart headlines holiday earnings week

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 NotesGoldman’s AI pair tradesEarnings 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.