Podcasts · Wall Street Breakfast
Memory lane runs higher
· 4:39
Episode Memory lane runs higher
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 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.
Links in the notes 8
- https://seekingalpha.com/news/4607076-dram-surges-as-micron-earnings-sk-hynix-us-listing-plans-boost-ai-memory-trade?source=wsb_podcast:memory_lane_runs_higher
- https://seekingalpha.com/news/4607061-alibaba-drops-to-16-month-low-on-anthropic-ai-theft-claims?source=wsb_podcast:memory_lane_runs_higher
- https://seekingalpha.com/news/4607066-white-house-seeks-876b-supplemental-package-for-iran-war-and-farm-aid?source=wsb_podcast:memory_lane_runs_higher
- https://seekingalpha.com/news/4607073-biggest-stock-movers-thursday-ai-chip-stocks-wen-spry-and-more?source=wsb_podcast:memory_lane_runs_higher
- https://seekingalpha.com/news/4607012-qualcomm-surges-post-market-after-investor-day-reveals-15b-in-data-center-revenue-by-fiscal?source=wsb_podcast:memory_lane_runs_higher
- https://seekingalpha.com/news/4606935-brain-drain-alphabet-set-to-lose-two-more-ai-researchers-report-says?source=wsb_podcast:memory_lane_runs_higher
- https://seekingalpha.com/news/4607010-jpmorgan-wells-fargo-other-big-banks-plan-dividend-increases-stock-buybacks?source=wsb_podcast:memory_lane_runs_higher
- https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:memory_lane_runs_higher
Shows are listed from Apple Podcasts' charts and directory, and Podcast Index where it is used. Every show and episode belongs to its publisher and plays from the publisher's own feed; this site hosts none of them. Explicit shows are for adult profiles only, and children’s profiles hear only children’s shows. More about this list.