Today

5m 27s

Micron doubles Taiwan bet

About this episode

Stock index futures move higher as oil surges to $100. (00:13) Micron (MU) to build second Taiwan facility to boost advanced DRAM capacity. (00:43) Nvidia (NVDA) supplier Foxconn's (FXCOF) Q4 profit falls short of estimates. (01:44)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers Monday: META, MU, gold stocks, and more
Goldman Sachs sees S&P 500 rising to 7,600 on earnings growth
Peter Thiel is said to host private Rome conference on Antichrist
Alibaba plans to launch enterprise-focused AI agent as soon as this week - report

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Up next

Yesterday

Fed meets as oil shock roils outlook

Fed meeting on tap with swaps priding in just 20 bps of ’26 cuts. (0:17) Micron earnings expected to show strong DRAM pricing. (1:48) Meta reportedly considers layoffs as AI spending pressures operating costs. (2:36) Show NotesEarnings CalendarDividend RoundupEpisode transcripts ... Show More

3m 49s

Mar 13

Wall Street Roundup: war, oil, airlines, energy, AI, private credit

Oil price volatility, airlines lower, energy up (0:25) Banking stocks down; private credit concerns (2:50) FOMC meeting next week and beyond (4:50) FedEx, Oracle earnings (7:10)Show Notes: CPI read: Airfares jumped 7% in February even before the spike in oil pricesOracle targets ... Show More

10m 4s

Mar 13

Adobe beats, CEO exits

Adobe (ADBE) slips despite record Q1 results; long-time CEO reveals plan to step down. (00:13) U.S. grants 30-day waiver for purchases of Russian oil stranded at sea. (01:22) Meta Platforms (META) delays rollout of new AI model ‘Avocado’ amid performance concerns, NYT reports. (0 ... Show More

5m 56s

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