Listen "Alibaba to boost AI investment"
Episode Synopsis
Alibaba (BABA) shares surge in Hong Kong as CEO announces AI spending boost beyond $50B plan. (00:26) Ford (F) courts riskier borrowers with lower rates for F-150 pickups: report. (01:20) Lithium Americas (LAC) skyrockets as Trump administration reportedly seeks equity stake. (03:06)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: LAC, MU, and moreMicron projects record $12.5B Q1 2026 revenue as AI demand tightens DRAM supplyOpenAI, Oracle reveal first Stargate data center in Texas: reportRussian fuel crisis grows as Ukraine steps up drone attacks on refineriesSign 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.
More episodes of the podcast Wall Street Breakfast
Showtime for AI at CES Vegas
04/01/2026
A positive start for markets in 2026?
02/01/2026
Crack open a cold one for 2026
31/12/2025
Twelve headlines. One year. 2025
31/12/2025
Meta snaps up Manus
30/12/2025
Silver tumbles after breakneck run
29/12/2025
Costly click for Coupang
29/12/2025
Three forces that defined 2025
26/12/2025
BP cashes in on Castrol
24/12/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.