Show notes
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 moreQualcomm surges post-market after Investor Day reveals $15B in data center revenue by fiscal 2029Brain drain: Alphabet set to lose two more AI researchers, report saysJPMorgan, Wells Fargo, other big banks plan dividend increases, stock buybacksSign 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.