Wall Street Breakfast

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.

Micron (MU), Sandisk (SNDK), memory stocks continue to soar amid AI demand. (00:24) Chinese officials review Meta's (META) $2B acquisition of AI startup Manus - FT. (01:36) Chat app Discord confidentially files for an IPO - report. (02:30)Episode transcripts seekingalpha.com/wsb.Show links: Top 10 Stocks for 2026Biggest stock movers Wednesday: VTYX, MBLY, and moreGE HealthCare rejects unsolicited mini-tender offer by Potemkin priced at steep discountTrump says Venezuela to hand over up to 50 million barrels of oil to U.S.China's central bank extends gold-buying streak to 14 months as prices hit recordsSign 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.

D-Wave Quantum says it’s solved a massive wiring problem. (0:15) AI and robots at CES. (0:57) Nio’s 1,000,000th vehicle rolls out of the factory. (2:16)Show NotesOdds of U.S. annexing Panama Canal shoot upThe biggest stock surprise of 2026?  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.

Hilton (HLT) faces DHS ire after ICE agents were denied rooms at Minneapolis hotel. (00:26) Hawaiian Electric (HE) reaches $47.75M shareholder settlement over wildfires. (02:02) Clarivate (CLVT) unveils 2026 Drugs to Watch highlighting 11 promising therapies. (02:48) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: ZETA, MCHP, and moreAMD unveils Zen 5–powered Ryzen AI Embedded processors at CESNvidia reveals Alpamayo, world's first 'thinking' model for autonomous drivingU.S. plans meeting with oil execs this week on Venezuela but companies likely to be warySign 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.

Fox has the option snap up 18.6% of Flutter’s FanDuel. (0:15) Wegovy once-daily pill now on sale. (1:32) Amazon launches Alexa.com. (2:34)Show NotesSteve Cress’ Top Stocks for 2026 – sign up todayHoward Marks on an AI bubbleManchester United sack another manager      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.