Podcasts · Wall Street Breakfast
Skydance bets on AI after mega-merger
· 3:23
Episode Skydance bets on AI after mega-merger
Skydance takes on streamers and tech giants. (0:14) Micron could triple as the memory boom accelerates. (1:20) SpaceX seeks $40B to load up on Nvidia chips. (1:39) Show Notes Dan Ives’ top tech stocks for 2027 Webull’s reported China government ties Episode transcripts seekingalpha.com/wsb. 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/4650801-david-ellison-bets-on-technology-ai-to-transform-skydance-post-110b-warner-bros-deal?source=wsb_podcast:skydance_bets_on_ai_after_megamerger
- https://seekingalpha.com/news/4650920-da-davidson-lifts-micron-price-target-to-3000-on-ai-memory-demand?source=wsb_podcast:skydance_bets_on_ai_after_megamerger
- https://seekingalpha.com/news/4650788-spacex-seeks-40b-in-apollo-led-deal-to-buy-nvidia-chips-ft-reports?source=wsb_podcast:skydance_bets_on_ai_after_megamerger
- https://seekingalpha.com/news/4650884-ives-names-five-top-tech-picks-into-2027?source=wsb_podcast:skydance_bets_on_ai_after_megamerger
- https://seekingalpha.com/news/4650924-webull-found-to-be-linked-in-structural-ways-with-chinese-government---report?source=wsb_podcast:skydance_bets_on_ai_after_megamerger
- https://seekingalpha.com/wsb?source=wsb_podcast:skydance_bets_on_ai_after_megamerger
- https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:skydance_bets_on_ai_after_megamerger
- https://seekingalpha.com/subscriptions?source=wsb_podcast:skydance_bets_on_ai_after_megamerger
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