Podcasts · Wall Street Breakfast
Micron bytes into $1T
· 5:22
Episode Micron bytes into $1T
Micron's (MU) meteoric rise leads memory, chip stocks up as AI spending knows no bounds. (00:14) Samsung (SSNLF) workers set for historic $370K bonuses under 10-year AI profit deal. (01:37) Samsung (SSNLF) battles AI-driven chip shortage with landmark $1.5B Vietnam factory. (02:32) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Wednesday: ZS, APPS, and more America’s trillion-dollar club just got bigger Goldman lifts S&P 500 target to 8,000 on robust earnings growth OpenAI's Altman realizes AI can't replace 'human part' of work Zscaler tumbles as mixed guidance outshines strong Q3 results 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 9
- https://seekingalpha.com/news/4597172-microns-meteoric-rise-leads-memory-chip-stocks-up-as-ai-spending-knows-no-bounds?source=wsb_podcast:micron_bytes_into_1t
- https://seekingalpha.com/news/4597207-samsung-workers-set-for-historic-370k-bonuses-under-10-year-ai-profit-deal?source=wsb_podcast:micron_bytes_into_1t
- https://seekingalpha.com/news/4597204-samsung-battles-ai-driven-chip-shortage-with-landmark-15b-vietnam-factory?source=wsb_podcast:micron_bytes_into_1t
- https://seekingalpha.com/news/4597237-biggest-stock-movers-wednesday-zs-apps-and-more?source=wsb_podcast:micron_bytes_into_1t
- https://seekingalpha.com/news/4597233-america-s-trillion-dollar-club-just-got-bigger?source=wsb_podcast:micron_bytes_into_1t
- https://seekingalpha.com/news/4597224-goldman-lifts-sp-500-target-to-8000-on-robust-earnings-growth?source=wsb_podcast:micron_bytes_into_1t
- https://seekingalpha.com/news/4596994-openais-altman-realizes-ai-cant-replace-human-part-of-work?source=wsb_podcast:micron_bytes_into_1t
- https://seekingalpha.com/news/4596884-zscaler-tumbles-as-mixed-guidance-outshines-strong-q3-results?source=wsb_podcast:micron_bytes_into_1t
- https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:micron_bytes_into_1t
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