Wall Street Breakfast

Expectations are high for a quarter-point rate cut, but the threat of tariffs boosting inflation looms. Micron's earnings report is on the horizon, and there's buzz around Goldman Sachs' unique trading insights. Additionally, Palantir makes waves as it enters the Nasdaq 100, while Super Micro Computer exits. Apple is rumored to be developing a foldable iPad, adding intrigue to the tech landscape.

Dive into the complexities of fund investments as Dan Malone discusses the growing trend of ETFs and the importance of strategic diversification. Discover why U.S. markets are seen as more attractive compared to Irish and emerging market funds. While Irish banking stocks show promise, the conversation highlights the limitations of the Irish index in terms of diversification, ultimately favoring North American investments for their security and reliability.

The NASDAQ's impressive growth toward 20,000 sparks excitement in the market. Tesla is the standout performer in Q4, while GM's exit from the robotaxi race raises eyebrows. Insights on AMD's downgrade signal caution for tech investors. Inflation data and Federal Reserve expectations are critical as the landscape shifts. UnitedHealth's stock drops, revealing public discontent with insurance practices. Changes in healthcare insurance and potential reforms create both challenges and opportunities for savvy investors.

Big Tech companies like Amazon and Meta are donating $1 million to support Trump’s inauguration, sparking discussions about their political influence. Meanwhile, EVgo celebrates a $1.25 billion loan to enhance its electric vehicle charging infrastructure. In housing news, RH defies market expectations, showing resilience amid challenging conditions. Market dynamics reveal mixed results for banks and notable implications for TikTok's future, while Canada considers potential tariffs on commodities.

New regulations now cap bank overdraft fees at $5, easing financial pressure on consumers. Wholesale inflation is rising, prompting market discussions about its effects. Nvidia faces a setback with a Supreme Court ruling on a shareholder suit. Meanwhile, Red Bull is shaking up the energy drink market with a new sugar-free product, while corporate shifts at Warner Brothers and NIO signal dynamic growth strategies. Investment strategies, including options trading insights, offer listeners fresh perspectives on stock analysis.

Discover the surge that propelled the Nasdaq past 20,000 points, driven by impressive performances from major tech players. Nvidia's expansion in China to enhance AI-driven car technology takes center stage, while Kroger announces a massive stock buyback after a halted merger. The discussion also touches on Exxon Mobil's ambitious low-carbon initiatives and insights into the economic impacts of political shifts. Plus, Red Bull claims victory in the competitive energy drink market, outpacing rivals like Celsius and Monster!

Odds of a rate cut next week spike, but inflation fight stalls. (0:15) Albertson's wants Kroger deal breakup fee. (4:06) Startup Ayar Labs gets cash from big chip names. (4:39) Show NotesBofA restarts coverage of 11 large-cap biopharmasHershey tumbles after Mondelez announces $9B buybackEpisode 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.

General Motors makes a significant pivot by halting its robotaxi development to focus on autonomous technology for personal vehicles. Meanwhile, Bausch & Lomb faces turbulence with reports of Blackstone potentially backing out of a takeover bid. On the tech front, Microsoft shareholders voted against investing in bitcoin, despite a strong proposal from Michael Saylor. These shifts in strategy highlight key trends in the automotive sector and the ongoing debate around cryptocurrency in investment circles.

A McDonald's location faced a flood of negative reviews following a serious incident involving a UnitedHealth executive, prompting Google to take action. In market news, Citi predicts an optimistic S&P 500 target of 6,500 for 2025. Meanwhile, Boeing is back in action with the production of its 737 MAX jet after a labor strike, and T-Mobile's CEO shared insights on the company's positive growth trajectory. The conversation also delves into smart stock-picking strategies focusing on growth at a reasonable price.

Taiwan Semiconductor's impressive 34% revenue increase this November highlights its robust market position. On the flip side, The Container Store faces delisting risks amid disappointing performance. Meanwhile, Costco is reshaping its diaper production strategy, moving away from Kimberly-Clark. Boeing's restart of 737 MAX production marks a significant recovery after labor strikes. We also see McDonald's facing backlash online, and CAVA Group alongside Sweetgreen experiencing sharp declines after strong rallies.