May 2025

5m 29s

GlobalWafers commits $7.5B to U.S. growt...

About this episode

GlobalWafers (GFS) to boost U.S. investment to $7.5B amid soaring chip demand. (00:25) Virgin Galactic (SPCE) confirms it is on track for commercial flights again in 2026. (01:50) Buffett's Berkshire Hathaway exits Citi, cuts BofA, COF stakes, among other Q1 moves. (02:32)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers Friday: SPCE, AMAT, and more
Doximity outlines 10% revenue growth target for fiscal 2026 as AI investments accelerate
Trump, UAE president unveil new 5GW AI campus in Abu Dhabi
CAVA targets 64–68 new restaurants in 2025 while expanding loyalty and menu innovation

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