Wall Street Breakfast

Micron (MU) and SK Hynix put the spotlight on DRAM. (00:13) Anthropic thinks Alibaba (BABA) took notes. (01:19) The White House wants $87.6B. (02:21)

Episode transcripts seekingalpha.com/wsb.

Show links: 

Biggest stock movers Thursday: AI chip stocks, WEN, SPRY, and more
Qualcomm surges post-market after Investor Day reveals $15B in data center revenue by fiscal 2029
Brain drain: Alphabet set to lose two more AI researchers, report says
JPMorgan, Wells Fargo, other big banks plan dividend increases, stock buybacks

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Reddit crowd piles into fast food. (0:15) Hertz plunges after proposing stock and bond offerings. (1:19) SK Hynix unveils plans for $29.4B Nasdaq listing. (2:11)     

Show Notes
World Cup boost not showing up in data

Episode transcripts seekingalpha.com/wsb.

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Alphabet replaces Verizon in Dow Industrials. (0:15) GameStop CEO eschews performance award. (1:14) Cerebras margins overshadow OpenAI deal. (1:51)    

Show Notes
Micron options point to big post-earnings move
Biotechs at all-time high  

Episode transcripts: seekingalpha.com/wsb
 
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Memory makers struggle a day before Micron earnings. (0:15) Carnival shares fall on guidance. (1:37) Walmart acquires Vibe.co to expand connected TV advertising. (2:10)     

Show Notes
Winners and losers in the yield curve

Episode transcripts seekingalpha.com/wsb.

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Dan Niles warns about token minimization. (0:16) Drivers sues gas stations over alleged AI price fixing. (1:38) Domino's CEO retires. (2:26)    

Show Notes
SoftBank's Masayoshi Son rejects space-based data centers
Google DeepMind Nobel laureate John Jumper jumps to Anthropic

Episode transcripts: seekingalpha.com/wsb
 
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