About this episode
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.
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.
Get every episode summarized
Each time Wall Street Breakfast publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Wall Street Breakfast
Treasury yields hit Financial Crisis highs
Wall Street Breakfast
Sep 10, 20264:35completed
Trump's ballot box bonus plan
Wall Street Breakfast
Sep 10, 20264:58completed
Anthropic researcher warns AI could kill us all
Wall Street Breakfast
Sep 9, 20265:08completed
Chime finds its Stride
Wall Street Breakfast
Sep 9, 20265:42completed