Kim Kahn

Tesla's market cap is currently $1.35 trillion.

Burry added, as an aside, the Elon cult was all in on electric cars until competition showed up, then all in on autonomous driving until competition showed up, and now it's all in on robots until competition shows up.

And Amazon is pushing fast, free delivery into overdrive with a new ultra-fast service that can deliver merchandise and groceries in less than 30 minutes.

The information says Amazon has been polling large packaged goods merchandisers for items that could be sold through its new service.

It recently launched perishable grocery delivery and has been experimenting with ultra-fast delivery in Europe and Mexico.

Convenience store-style fulfillment centers, where Amazon Flex workers will pick up orders that were packaged by warehouse workers, will be used to cut delivery times by as much as half.

Now here's what's trending on Seeking Alpha.

Cyber Monday has set an online shopping record, Marvel is in advanced talks to buy Celestial AI, and the global semiconductor market is nearing $1 trillion in 2026.

In today's Catalyst Watch, NVIDIA will participate in the 2025 NeurIPS conference with demos and sessions on AI, robotics, self-driving cars, and simulation, as well as co-host talks with partners like

on applied generative AI, recommendations, and other production use cases.

In the markets, stock index futures are ticking higher after starting December in the red.

Treasury yields are easing back as bond yields in Japan retreat from 17-year highs.

And on the economic calendar, it's just delayed data today.

At 10 a.m., the construction spending numbers from September will be released.

That's all for today's Wall Street Breakfast.

Look for links for stories in the show notes section.

Don't forget, these episodes will be up with transcriptions at SeekingAlpha.com.

And for a full suite of news, analysis, ratings, and data on stocks and ETFs, go to SeekingAlpha.com.

Welcome to Seeking Alpha's Wall Street Brunch, our Sunday look-ahead to this week's market-moving events, along with the weekend's top news and analysis.

Hello, today is Sunday, November 30th, and I'm your host, Kim Kahn.