The memory trade

Wall Street Breakfast · Jan 7, 2026 · 5m

Micron (MU), Sandisk (SNDK), memory stocks continue to soar amid AI demand. (00:24) Chinese officials review Meta's (META) $2B acquisition of AI startup Manus - FT. (01:36) Chat app Discord confidentially files for an IPO - report. (02:30)Episode transcripts seekingalpha.com/wsb.Show links: Top 10 Stocks for 2026Biggest stock movers Wednesday: VTYX, MBLY, and moreGE HealthCare rejects unsolicited mini-tender offer by Potemkin priced at steep discountTrump says Venezuela to hand over up to 50 million barrels of oil to U.S.China's central bank extends gold-buying streak to 14 months as prices…