Latest / Wall Street Breakfast
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 moreAmerica’s trillion-dollar club just got biggerGoldman lifts S&P 500 target to 8,000 on robust earnings growthOpenAI's Altman realizes AI can't replace 'human part' of workZscaler tumbles as mixed guidance…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.