General Motors (GM) directs suppliers to pull back China supply chains - report. (00:22) AMD CEO says AI market is 'faster than anything we've seen before,' sees $1T by 2030. (01:21) Google (GOOG) (GOOGL) accused in suit of using Gemini AI tool to snoop on users - report. (02:26)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: AMD, ALC, and moreTrump to host Wall Street CEOs on Wednesday at White House - reportFoxconn sees AI-driven growth in 2026, teases OpenAI announcementTrump wants to drill oil off California coast, Newsom calls plan 'dead on arrival'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.
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5:29
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5:29
Meta's chief AI scientist exits
Turing Award-winning AI scientist Yann LeCun heads to startup land. (0:15). XPeng rallies as its lifelike human robot debuts. (2:48) Levi’s selling $300 jeans. (3:03)Show NotesS&P 500 more correlated to Nvidia than its own 500 componentsMichael Burry targets hyperscaler accounting 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 .
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4:48
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4:48
Dream home, lifetime loan
50-year mortgage: A game-changer or more pain for homebuyers? (00:23) SoftBank unloads entire stake in Nvidia for $5.8B. (01:52) Anthropic said to be on track to turn a profit much faster than OpenAI. (02:27)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: BBAI, RKLB, and moreUS Senate passes bill to end longest ever government shutdown, sending it to HouseNebius Q3 Earnings Preview: What to expect?Tesla chair says the company could be on the cusp of the largest value-creation event in historySign 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.
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5:10
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5:10
AI becomes a major e-commerce player
AI shopping referrals surge 1,200% in October. (0:15). Health insurers tumble on Trump healthcare posts. (1:40) Will your parked car soon be powering AI? (2:41)Show NotesBofA says short hyperscaler bondsSource says Papa John’s deal report not true 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 .
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4:55
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4:55
Markets smell a deal in D.C.
Stock index futures jump on reports of Senate breakthrough to end shutdown. (00:19) Taiwan Semi's (TSM) October revenue rises 17% YoY, below September’s surge. (01:50) Rumble (RUM) to buy German AI firm Northern Data (NDTAF) for $767 million in an all-stock transaction. (02:46)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: RUM, MTSR, and moreSA Asks: What are the best AI-focused ETFs right now?Duffy: Air travel will slow to a 'trickle' ahead of Thanksgiving if shutdown persistsTesla's Cybertruck head quits after eight yearsSign 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.
Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.Transcripts: seekingalpha.com/wsb
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