Wall Street Breakfast

Micron (MU) earnings take it to a new high (0:45). EV check-in with Ford (2:40). Rivian rally (4:45). Tesla quietly drifting higher (6:30). Economic data catching up after government shutdown (8:30).Show links: Micron signals further gross margin expansion as AI-driven demand strains supply into 2026Tesla stock scales a new record high for the first time in nearly a yearFord's ESS strategy could generate as much as $5B in additional revenueEpisode transcripts: seekingalpha.com/wsbSign 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.

TikTok (BDNCE) agrees to new joint U.S. venture. (00:24) Instacart (CART) settles FTC claim over deceptive practices. (01:25) Nike (NKE) targets double-digit EBIT margins through sport offense and operational efficiency. (02:28)Episode transcripts seekingalpha.com/wsb.Show links: Top Stocks 2026Biggest stock movers Friday: NNE, CORZ, NKE and moreSony to take over Snoopy, Peanuts franchise for $457MNYSE, Nasdaq keep trading hours unchanged after Trump's holiday announcementJPMorgan spotlights 11 tech stocks to watch out for in 2026Take the news quizSign 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.

Trump Media’s $6B merger with fusion company TAE. (0:15) Inflation drops – with caveats. (1:30) OpenAI valued at $750B. (3:21)Show Notes Top 10 market risks for 2026Steve Cress’ Top Stocks for 2026 – sign up today      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.

Activist investor Elliott takes over $1 billion stake in Lululemon (LULU) - report. (00:26) Micron (MU) forecasts $100B HBM market by 2028 as supply tightness persists through 2026. (01:28) Hedge fund in talks to potentially buy Warner Bros. (WBD) TV assets, including CNN - report. (02:16)  Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: MU, LULU and moreU.S. approves $11.1 billion arms sales to TaiwanHouse passes Republican healthcare bill without extending ACA subsidiesInstacart stock falls on report of FTC probe over AI pricing toolSign 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.

Oil bounces after Trump orders blockade of sanctioned tankers off Venezuela. (00:23) Affirm (AFRM) CFO says consumer 'feels quite healthy'. (01:38) Rail unions sound alarm on $85B Union Pacific (UNP)-Norfolk Southern (NSC) merger over safety and cost concerns: report. (02:17) Episode transcripts seekingalpha.com/wsb.Show links: Top Stocks 2026Biggest stock movers Wednesday: MU, NFLX, PLCE and moreUS prepares new Russia sanctions if Putin rejects peace deal - reportYears-long bear market coming for gold and silver, analyst Gilburt predictsNvidia plans $1.5B server farm in Israel - CalcalistSign 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.