Wall Street Breakfast

Meta faces federal trial over child safety (0:20) Citi turns bullish on Bath & Body Works (1:44) Housing starts slid (2:45) Nestlé's AI tools for GLP-1 users (3:40) Goldman Sachs lists companies with biggest AI productivity benefits (4:45)

Show Notes
Wendy's bringing back COO position
Disney, ABC sue FCC, allege First Amendment violations
Companies that could see the biggest AI productivity benefits - Goldman

Episode transcripts: seekingalpha.com/wsb

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The 30-year Treasury yield hits 2007 levels. (0:17) Nasdaq plans 23-hour trading in December. (1:09) Google buys Spirit Airlines data to train its AI. (1:49)    

Show Notes
Nike hits 12-year low, is a buy signal flashing?
Trump approval hits term low

Episode transcripts: seekingalpha.com/wsb

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McDonald's adds energy drinks for first time. (0:15) L3Harris CEO steps down over conduct. (1:01) Big Tech has $3T in off-balance-sheet commitments. (1:29)     

Show Notes
Rebel Brands ice cream goes bankrupt
Ferrari auctions for record $40M
Space is now institutional asset

Episode transcripts seekingalpha.com/wsb.

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Rocket Lab (RKLB) just cleared a key milestone in a $143M space contract. (00:13) A war-driven motor oil shortage. (01:08) Colombia wants a tariff timeout. (01:52)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Monday: DSX, HIVE, and more
Stripe is said to agree to buy OpenRouter for more than $7B
Trump orders reduction in U.S.-South Korea military exercises
Alphabet leads institutional holders in SpaceX post-IPO with $94B stake

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Walmart, Target, Home Depot offer fresh reads on spending. (0:17) Fed minutes could shed more light on rate path. (1:27) Anthropic sees revenue approaching $200B. (1:56)  

Show Notes
Jane Street loses $15B in AI fund
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb.

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