Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Spotify.pichet_w/iStock via Getty ImagesSeeking Alpha News QuizUp for a challenge? Test your knowledge on the biggest events in the investing world over the past week. Take the latest Seeking Alpha News Quiz and see how you stack up against the competition.Wall Street enters the new week with earnings season winding down and the government shutdown still freezing key economic data, leaving traders to focus on fund flows and hedge fund portfolio disclosures.The spotlight turns to 13F filings, due Friday, Nov. 14, as institutional investment managers reveal their holdings as of the end of the third quarter. With official data limited by the shutdown, investors will be parsing those filings for clues on where the “smart money” has been positioning during the recent market highs.Just 11 S&P 500 companies are set to report results, but Disney (DIS) and Cisco (CSCO) will provide some marquee results.Meanwhile, any movement on government shutdown negotiations will be closely watched as concerns mount over potential Thanksgiving travel disruptions. Prediction market Kalshi now pegs the most likely shutdown duration at more than 50 days, marking the first time that scenario has topped the odds.Lastly, AI-linked stocks will remain in focus after last week’s sharp pullback that saw the Nasdaq Composite (COMP:IND) record its worst weekly performance since April.EarningsEarnings spotlight: Monday, November 10: CoreWeave (CRWV), Occidental (OXY), eToro (ETOR), Plug Power (PLUG). See the full earnings calendar.Earnings spotlight: Tuesday, November 11: Oklo (OKLO), Nexgel (NXGL). See the full earnings calendar.Earnings spotlight: Wednesday, November 12: Cisco (CSCO), Flutter Entertainment (FLUT), Rumble (RUM). See the full earnings calendar.Earnings spotlight: Thursday, November 13: Walt Disney (DIS), Applied Materials (AMAT), Newsmax (NMAX). See the full earnings calendar.Earnings spotlight: Friday, November 14: Quantum (QUBT), AmpliTech (AMPG), Data Storage (DTST). See the full earnings calendar.Investing Group SpotlightJ Mintzmyer, founder of Value Investor’s Edge, is a leading expert in maritime shipping and deep-value investing. Using a fundamentals-first, contrarian approach, he identifies undervalued opportunities across tankers, dry bulk, LNG, and containerships by analyzing market cycles, asset values, and management quality.Climent Molins, CFA, a Promoting author for Value Investor’s Edge, shares his top opportunity right now:(Full Article - Free access) Crude tanker rates have surged across all vessel classes, with VLCCs now leading the market after lagging in prior years. Strong global oil trade, reshuffled routes due to Russia-related sanctions, and rising OPEC+ exports have boosted demand and ton-miles. While product tankers trail behind, this gap is seen as temporary, given overlapping fleet flexibility. On the supply side, limited scrapping and an aging fleet suggest tight capacity ahead, even as new orders slowly rise. These factors together support elevated freight rates through 2026, especially as China continues to build oil reserves and low prices sustain demand.In this environment, International Seaways (INSW) stands out for its balanced risk-reward and steady dividends, Tsakos Energy Navigation (TEN) offers deep value despite governance concerns, and Okeanis Eco Tankers (ECO) represents a high-quality operator with exceptional execution but a premium valuation. With strong cash flows, favorable fundamentals, and limited fleet growth, select tanker stocks appear poised for further upside.Unlock J and his team’s exclusive shipping market research and proven value-driven strategies with a 20% introductory discount on Value Investor’s Edge. Gain access to in-depth sector analysis, model portfolios, and actionable trade ideas that have made J one of the most respected voices in global maritime investing. Learn more >>In case you missed itWhat are the best safe havens for investors right now?10 dividend stocks to watch amid the selloffPalantir CEO calls Michael Burry's trades 'bats--- crazy''AI Godparents': human-equivalent general intelligence already hereQuantum computing close to commercial value?Bitcoin nears bear marketNvidia CEO Jensen Huang backtracks after saying China will win AI raceCan Alphabet offer Apple stock a major lifeline?Amazon demands Perplexity 'cease and desist' AI agent