Wall Street Breakfast

South Korea stocks fall as president faces impeachment threat after martial law chaos. (00:23) Enemies to friends? Mark Zuckerberg (META) wants 'active role' in Trump's tech policies. (01:41) Salesforce (CRM) climbs despite mixed Q3 results as Agentforce gains ground. (03:02)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: CRM, MRVL, and moreTPG evaluates $1.5B sale of Crunch Fitness - ReutersAmazon goes all in on AI with GitLab and PagerDutyClean fuel tax credit guidance will not be finalized before Trump takeover - ReutersSign 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.

The telecom also outlines plans for $40B return to shareholders. (0:15) Job openings rise. (2:34) South Korean assets whipsaw amid martial law declaration. (4:48) Show NotesApple to deal with class action lawsuit in UK over App StoreSmall-cap momentum picksEpisode 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.

Super Micro (SMCI) jumps as internal review finds no misconduct; to replace CFO. (00:24) SpaceX considers tender offer that boosts valuation to $350 billion - report. (01:47) Cheetah Net Supply Chain (CTNT) to acquire TW & EW. (02:27)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: ZS, SMCI, and moreScam? Parody? Sign of a top? Enron relaunches as a crypto playNATO chief to Trump: Unfavorable Ukraine peace deal would be 'dire threat' to U.S.Amazon reveals new data center components to improve efficiencyIntel board should consider 'radical change' with new CEO: analystsSign 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.

David Zinsner and Michelle Johnston Holthaus will replace Pat Gelsinger. (0:15) Morgan Stanley adjust ratings on cybersecurity stocks. (3:22) OpenAI looks at ads. (4:06)Show NotesMost commodity prices to fall in 2025 from current levelsEpisode 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.