Constellation's big power play

Constellation's big power play

Amazon (AMZN) just handed Constellation (CEG) a 20-year vote of confidence. (00:15) Tencent (TCEHY) is reportedly leasing 100,000 AI chips from Oracle (ORCL). (01:16) Micron's (MU) eye-popping results. (02:03)

Episode transcripts seekingalpha.com/wsb.

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Avsnitt(1000)

Micron on top

Micron on top

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30 Sep 8min

Target extends value drive

Target extends value drive

Can lower prices drive higher profits? Target (TGT) is testing the theory. 00:15) A $20 billion Navy contract for Boeing (BA). (01:37) New York's new pied-à-terre tax faces a setback (NYF). (02:26)  E...

30 Sep 5min

Anthropic wants $2T, warns AI could kill us

Anthropic wants $2T, warns AI could kill us

Anthropic seeks $2T while warning AI could threaten humanity. (0:14) OpenAI delays its newest model. (1:36) Researchers find simulated pain can make AI agents turn harmful. (2:30)     Show NotesOura p...

29 Sep 3min

Federal boost for Navitas

Federal boost for Navitas

A new U.S. government award has Navitas (NVTS) shares surging. (00:14) After a string of acquisitions, Lilly (LLY) is hunting for its next big bet. (00:52) A judge keeps a high-stakes mRNA patent batt...

29 Sep 6min

Meta poaches MongoDB CEO for AI push

Meta poaches MongoDB CEO for AI push

Meta poaches MongoDB chief to build its new enterprise biz. (0:14) Nvidia launches the largest stock buyback in U.S. history. (0:59) Treasury yields surge as the 10-year tops 5.25%. (2:10)     Show No...

28 Sep 3min

SK Hynix hit by IPO concerns

SK Hynix hit by IPO concerns

A potential $100B IPO is raising new questions about SK Hynix (SKHY). (00:15) Oracle’s (ORCL) founder increased his stock-backed borrowing. (01:04) Starship (SPCX) is set to fly this morning. (02:05) ...

28 Sep 4min

AI safety fears hit Washington

AI safety fears hit Washington

Trump and tech leaders could meet as AI safety fears mount. (0:17) OpenAI pauses model training ahead of awkwardly timed DevDay. (1:01) Friday's jobs report could send Treasury yields even higher. (2:...

27 Sep 3min

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