The memory trade
Jan 07, 2026•6 min
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Episode description
Micron (MU), Sandisk (SNDK), memory stocks continue to soar amid AI demand. (00:24) Chinese officials review Meta's (META) $2B acquisition of AI startup Manus - FT. (01:36) Chat app Discord confidentially files for an IPO - report. (02:30)
Episode transcripts seekingalpha.com/wsb.
Show links:
Top 10 Stocks for 2026
Biggest stock movers Wednesday: VTYX, MBLY, and more
GE HealthCare rejects unsolicited mini-tender offer by Potemkin priced at steep discount
Trump says Venezuela to hand over up to 50 million barrels of oil to U.S.
China's central bank extends gold-buying streak to 14 months as prices hit records
Sign 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.
Episode transcripts seekingalpha.com/wsb.
Show links:
Top 10 Stocks for 2026
Biggest stock movers Wednesday: VTYX, MBLY, and more
GE HealthCare rejects unsolicited mini-tender offer by Potemkin priced at steep discount
Trump says Venezuela to hand over up to 50 million barrels of oil to U.S.
China's central bank extends gold-buying streak to 14 months as prices hit records
Sign 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.
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