Wall Street Roundup: Is everything priced in but normalcy?

Wall Street Breakfast

America vs. Venezuela (0:25). Memory, storage stocks soar; AI trade moving to different sectors (3:30). Jobs data this week just fine (6:15). Roblox's longer-term decline (10:00). Thoughts on the market in 2026 (14:00).

Episode transcripts: seekingalpha.com/wsb

Show links: 
Sandisk surges after report indicating company could double price of 3D NAND for enterprise SSDs
Trump shared some December jobs data hours before official release
Innovative Industrial Properties: Leverage (For A REIT) Is Everything

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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America vs. Venezuela (0:25). Memory, storage stocks soar; AI trade moving to different sectors (3:30). Jobs data this week just fine (6:15). Roblox's longer-term decline (10:00). Thoughts on the market in 2026 (14:00).

Episode transcripts: seekingalpha.com/wsb

Show links: 
Sandisk surges after report indicating company could double price of 3D NAND for enterprise SSDs
Trump shared some December jobs data hours before official release
Innovative Industrial Properties: Leverage (For A REIT) Is Everything

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.
2026-01-09 17 min
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