FOMC cuts interest rate for third straight meeting, but dissents grow (0:15). Dow, S&P 500 rise (2:50). YouTube to launch TV plans in early 2026 (4:20). Semiconductor action varies widely in active day (5:00). 

Show Notes:
FOMC cuts interest rate for third straight meeting, but dissents grow
Semiconductor stock action varies widely in active day for sector
Nvidia And The H200 Landscape; Broadcom's Strategic Positioning

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Standard Chartered strategist cuts his 2026 bitcoin forecast in half. (0:15) Nvidia to offer LoJack for its GPUs? (1:35) What’s behind silver’s big surge? (2:32)        

Show Notes
Elon Musk wouldn’t do DOGE again
JPMorgan bank head sees ‘fragile’ economy

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Meta looks to replace Llama with Avocado next year. (0:15) Americans are very reluctant to quit. (2:12) Office Depot/Office Max public journey ends. (2:50)

Show Notes
Goldman’s 39 sweet spot consumer stocks
Home Depot cautious on ‘26

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President Trump OKs export of the high-ends GPUs, says U.S gets 25% cut. (0:15) Sen. Warren blasts Paramount’s hostile Netflix bid. (1:25) Paper says binge watching hurts stock returns. (2:11)        
Show Notes
Deere drops as Trump calls for lower farm equipment prices  

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Paramount looks to snake Netflix’s Warner Bros. deal at $30/share. (0:15) Wedbush gets more bullish on Apple. (1:54) Top Berkshire lieutenant following Buffett out the door. (2:29)

Show Notes
Is Trump’s falling approval ratings a signal to buy midcap stocks?

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IBM will reportedly pay $11B for the data streaming company. (0:15) Lilly, Pfizer, J&J in China’s private insurance catalog. (1:05) White House rolling out $12B in aid for farmers. (2:06)    

Show Notes
What’s the best data central stock play?

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The market expects a quarter-point rate cut, but lots of dissents. (0:22) Two big AI names report earnings: Oracle and Broadcom. (1:23) Michael Burry says OpenAI is Netscape. (2:42)

Show Notes 
Earnings Calendar
Dividend Roundup

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Netflix (NFLX) is buying Warner Brothers (0:20). Dollar General (DG), Salesforce (CRM) earnings (6:40). December Fed meeting (12:30). Meta chooses AI over metaverse (19:00).

Show Notes
Core PCE inflation inches down to +2.8% Y/Y in September, as expected
9 out of 10 companies deliver EPS wins this week
Life After Mag 7

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AI chipmaker Moore Threads Technology is rocketing higher on its debut in China. (0:15) White House looks to take more stakes in mineral companies. (1:07) Neocloud company Fluidstack valued at $7 billion. (1:43)    

Show Notes
HP Enterprise tumbles on weak server sales

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Meta looking to make big cuts to Metaverse team as it focuses on AI. (0:15) Is AI’s future now in Paris? (1:18) Is Bugs Bunny destined for Stranger Things? (2:55)

Show Notes
Top 5 risks for 2026  

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Nvidia scores DC lobbying victory with CEO Jensen Huang meeting with Trump. (0:15) Snowflake shares hit as guidance disappoints. (1:20) Insta and Facebook start deactivating Aussie accounts. (2:37)

Show Notes
Paramount ups Warner breakup fee

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The White House is reportedly making robotics its AI priority in 2026. (0:15) Private payrolls fall in November. (1:57) Nike, Lacoste cited for greenwashing. (2:27)

Show Notes
Stocks crushed by the K
Air taxis coming to Miami
Pure Storage plunges    

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Nike makes top leadership changes as part of turnaround plan. (0:15) Netflix says a combo with HBO Max would be cheaper for viewers. (1:25) YouTube bans users under 16 in Australia. (2:16)    

Show Notes
Has silver come too far too fast?  

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OpenAI’s Garlic to take on Gemini as Altman calls ‘code red.’ (0:15) Apple’s head of AI is out. (1:19) Comcast sues Trump administration for tariff refund. (2:37)

Show Notes
Once-in-a-generation opportunity in quality stocks
Old Lady of Threadneedle Street weighs in on AI risks

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Netflix submitted a mostly-cash bid for Warner’s studio and HBO Max. (0:15) Michael Burry says Tesla is ‘ridiculously overvalued.’ (0:41) Amazon aims for delivery in less than 30 minutes. (1:19)    

Show Notes
Marvell looking to buy Celestial AI

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New York State Gaming Commission approves casino licenses (0:25). Accenture higher after partnership with OpenAI, Zootopia 2 dominates (2:00). ISM Manufacturing Index slips (3:00). Wedbush shaking up AI trade basket (4:00).

Show Notes:  
U.S. stocks turn lower, crypto falls while yields rise at the start of December

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Carry-trade worries grow as Japen yields hit levels not seen since 2008. (0:15) Databricks is looking at a valuation of $134B. (1:36) Trump says he now knows who he’ll pick as next Fed chair. (2:11)

Show Notes 
Accenture now calling employees 'reinventors'  

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Salesforce, C3.ai, Marvell, Kroger, Snowflake and Dollar Tree will report. (0:17) Black Friday online sales hit $11.8 billion. (1:59) ChatGPT turns 3. (2:35)

Show Notes
Swiss shoot down 50% inheritance tax
Earnings Calendar

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Record number of shoppers expected to turn out during Thanksgiving weekend -- NRF. SA Asks: How will retailers fare this holiday season? Happy returns for holiday shopping season?

Episode transcripts seekingalpha.com/wsb.

Show links: 
Jack Bowman | Seeking Alpha
Take the quiz: Investment News Quiz - Friday, Nov. 28
Biggest stock movers Friday: BITF, and more
E-commerce sales surged in October amid generative AI push and heavy promotions

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Consumers have already spent about $79.7 billion online this holiday season. (0:15) White House green lights ‘Rush Hour 4.’ (1:50) OpenAI forecasts 220 million paying for ChatGPT. (2:13)

Show Notes
3D printed chicken?

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