<description>Novo Nordisk (NVO) rises as FDA approves &lt;a href="https://seekingalpha.com/news/4534514-novo-nordisk-rises-fda-approves-wegovy-pill-obesity?source=wsb_podcast:wegovy_without_the_needle_sparks_novo_surge" target="_blank" rel="noreferrer noopener"&gt;Wegovy pill&lt;/a&gt; for obesity. (00:24) Mercedes (MBGAF) to pay &lt;a href="https://seekingalpha.com/news/4534527-mercedes-to-pay-150m-settlement-over-diesel-scandal?source=wsb_podcast:wegovy_without_the_needle_sparks_novo_surge" target="_blank" rel="noreferrer noopener"&gt;$150M settlement&lt;/a&gt; over diesel scandal. (01:09) ByteDance (BDNCE) plans &lt;a href="https://seekingalpha.com/news/4534526-bytedance-plans-23b-capex-for-2026-with-focus-on-ai-infrastructure---ft?source=wsb_podcast:wegovy_without_the_needle_sparks_novo_surge" target="_blank" rel="noreferrer noopener"&gt;$23B capex for 2026&lt;/a&gt; with focus on AI infrastructure - FT. (01:57)&lt;br /&gt;&lt;br /&gt;Episode transcripts &lt;a href="http://seekingalpha.com/wsb?source=wsb_podcast:wegovy_without_the_needle_sparks_novo_surge" target="_blank" rel="noreferrer noopener"&gt;seekingalpha.com/wsb&lt;/a&gt;.&lt;br /&gt;&lt;br /&gt;Show links: &lt;br /&gt;&lt;a href="https://seekingalpha.com/news/4534537-biggest-stock-movers-tuesday-zim-nvo-and-more?source=wsb_podcast:wegovy_without_the_needle_sparks_novo_surge" target="_blank" rel="noreferrer noopener"&gt;Biggest stock movers Tuesday: ZIM, NVO, and more&lt;/a&gt;&lt;br /&gt;&lt;a href="https://seekingalpha.com/news/4534275-the-santa-claus-rally-is-here-now-prepare-for-the-january-effect-analyst?source=wsb_podcast:wegovy_without_the_needle_sparks_novo_surge" target="_blank" rel="noreferrer noopener"&gt;The ‘Santa Claus rally’ is here, now prepare for the ‘January effect’ – analyst&lt;/a&gt;&lt;br /&gt;&lt;a href="https://seekingalpha.com/news/4534531-citi-2026-semis-outlook-mchp-top-pick-avgo-adi-mu-nxpi-txn-buy-rated?source=wsb_podcast:wegovy_without_the_needle_sparks_novo_surge" target="_blank" rel="noreferrer noopener"&gt;Citi 2026 semis outlook: MCHP top pick, AVGO, ADI, MU, NXPI, TXN buy-rated&lt;/a&gt;&lt;br /&gt;&lt;a href="https://seekingalpha.com/news/4534532-ryanair-holdings-shares-surge-55-leading-european-airline-stocks-in-2025?source=wsb_podcast:wegovy_without_the_needle_sparks_novo_surge" target="_blank" rel="noreferrer noopener"&gt;Ryanair Holdings shares surge 55%, leading European airline stocks in 2025&lt;/a&gt;&lt;br /&gt;&lt;br /&gt;Sign up for our daily newsletter &lt;a href="https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:wegovy_without_the_needle_sparks_novo_surge" target="_blank" rel="noreferrer noopener"&gt;here&lt;/a&gt; and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at &lt;a href="http://seekingalpha.com/subscriptions?source=wsb_podcast:wegovy_without_the_needle_sparks_novo_surge" target="_blank" rel="noreferrer noopener"&gt;seekingalpha.com/subscriptions&lt;/a&gt;.</description>

Novo Nordisk (NVO) rises as FDA approves https://seekingalpha.com/news/4534514-novo-nordisk-rises-fda-approves-wegovy-pill-obesity?source=wsb_podcast:wegovy_without_the_needle_sparks_novo_surge for obesity. (00:24) Mercedes (MBGAF) to pay...

Novo Nordisk (NVO) rises as FDA approves <a href="https://seekingalpha.com/news/4534514-novo-nordisk-rises-fda-approves-wegovy-pill-obesity?source=wsb_podcast:wegovy_without_the_needle_sparks_novo_surge" target="_blank" rel="noreferrer noopener">Wegovy pill</a> for obesity. (00:24) Mercedes (MBGAF) to pay <a href="https://seekingalpha.com/news/4534527-mercedes-to-pay-150m-settlement-over-diesel-scandal?source=wsb_podcast:wegovy_without_the_needle_sparks_novo_surge" target="_blank" rel="noreferrer noopener">$150M settlement</a> over diesel scandal. (01:09) ByteDance (BDNCE) plans <a href="https://seekingalpha.com/news/4534526-bytedance-plans-23b-capex-for-2026-with-focus-on-ai-infrastructure---ft?source=wsb_podcast:wegovy_without_the_needle_sparks_novo_surge" target="_blank" rel="noreferrer noopener">$23B capex for 2026</a> with focus on AI infrastructure - FT. (01:57) Episode transcripts <a href="http://seekingalpha.com/wsb?source=wsb_podcast:wegovy_without_the_needle_sparks_novo_surge" target="_blank" rel="noreferrer noopener">seekingalpha.com/wsb</a>. Show links:  <a href="https://seekingalpha.com/news/4534537-biggest-stock-movers-tuesday-zim-nvo-and-more?source=wsb_podcast:wegovy_without_the_needle_sparks_novo_surge" target="_blank" rel="noreferrer noopener">Biggest stock movers Tuesday: ZIM, NVO, and more</a> <a href="https://seekingalpha.com/news/4534275-the-santa-claus-rally-is-here-now-prepare-for-the-january-effect-analyst?source=wsb_podcast:wegovy_without_the_needle_sparks_novo_surge" target="_blank" rel="noreferrer noopener">The ‘Santa Claus rally’ is here, now prepare for the ‘January effect’ – analyst</a> <a href="https://seekingalpha.com/news/4534531-citi-2026-semis-outlook-mchp-top-pick-avgo-adi-mu-nxpi-txn-buy-rated?source=wsb_podcast:wegovy_without_the_needle_sparks_novo_surge" target="_blank" rel="noreferrer noopener">Citi 2026 semis outlook: MCHP top pick, AVGO, ADI, MU, NXPI, TXN buy-rated</a> <a href="https://seekingalpha.com/news/4534532-ryanair-holdings-shares-surge-55-leading-european-airline-stocks-in-2025?source=wsb_podcast:wegovy_without_the_needle_sparks_novo_surge" target="_blank" rel="noreferrer noopener">Ryanair Holdings shares surge 55%, leading European airline stocks in 2025</a> Sign up for our daily newsletter <a href="https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:wegovy_without_the_needle_sparks_novo_surge" target="_blank" rel="noreferrer noopener">here</a> and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at <a href="http://seekingalpha.com/subscriptions?source=wsb_podcast:wegovy_without_the_needle_sparks_novo_surge" target="_blank" rel="noreferrer noopener">seekingalpha.com/subscriptions</a>.

Wegovy without the needle sparks Novo surge

<description>Microsoft’s Nadella &lt;a href="https://seekingalpha.com/news/4534110-microsoft-ceo-satya-nadella-steps-up-as-ai-product-overseer-amid-copilot-adoption-challenges-report?source=wsb_podcast:ai_boosting_ceo_productivity_now" target="_blank" rel="noreferrer noopener"&gt;gets hands-on&lt;/a&gt; as AI competition heats up. (0:15) Larry Ellison backs Paramount’s bid for warner &lt;a href="https://seekingalpha.com/news/4533975-paramount-includes-personal-guarantee-from-larry-ellison-in-its-warner-bros-bid?source=wsb_podcast:ai_boosting_ceo_productivity_now" target="_blank" rel="noreferrer noopener"&gt;with his own money&lt;/a&gt;. (1:32) Cuba faces ruin &lt;a href="https://seekingalpha.com/news/4533853-cuba-is-said-to-face-potential-breakdown-as-u-s-squeezes-venezuelan-oil?source=wsb_podcast:ai_boosting_ceo_productivity_now" target="_blank" rel="noreferrer noopener"&gt;without Venezuelan oil&lt;/a&gt;. (2:18)&lt;br /&gt;&lt;br /&gt;Show Notes&lt;br /&gt;&lt;a href="https://seekingalpha.com/news/4534029-things-that-wont-happen-in-2026-t-s-lombard?source=wsb_podcast:ai_boosting_ceo_productivity_now" target="_blank" rel="noreferrer noopener"&gt;Things that WON’T Happen in 2026&lt;/a&gt;&lt;br /&gt;&lt;a href="https://seekingalpha.com/events/top_stocks_2026?source=wsb_podcast:unemployment_rate_keeps_climbing" target="_blank" rel="noreferrer noopener"&gt;Steve Cress’ Top Stocks for 2026 – sign up today&lt;/a&gt;      &lt;br /&gt;&lt;br /&gt;Episode transcripts &lt;a href="https://seekingalpha.com/wsc?source=wsb_podcast:ai_boosting_ceo_productivity_now" target="_blank" rel="noreferrer noopener"&gt;seekingalpha.com/wsb&lt;/a&gt;. Sign up for our daily newsletter &lt;a href="https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:ai_boosting_ceo_productivity_now" target="_blank" rel="noreferrer noopener"&gt;here&lt;/a&gt; and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at &lt;a href="http://seekingalpha.com/subscriptions?source=wsb_podcast:ai_boosting_ceo_productivity_now" target="_blank" rel="noreferrer noopener"&gt;seekingalpha.com/subscriptions&lt;/a&gt;.</description>

Microsoft’s Nadella https://seekingalpha.com/news/4534110-microsoft-ceo-satya-nadella-steps-up-as-ai-product-overseer-amid-copilot-adoption-challenges-report?source=wsb_podcast:ai_boosting_ceo_productivity_now as AI competition heats up. (0:15) Larry...

Microsoft’s Nadella <a href="https://seekingalpha.com/news/4534110-microsoft-ceo-satya-nadella-steps-up-as-ai-product-overseer-amid-copilot-adoption-challenges-report?source=wsb_podcast:ai_boosting_ceo_productivity_now" target="_blank" rel="noreferrer noopener">gets hands-on</a> as AI competition heats up. (0:15) Larry Ellison backs Paramount’s bid for warner <a href="https://seekingalpha.com/news/4533975-paramount-includes-personal-guarantee-from-larry-ellison-in-its-warner-bros-bid?source=wsb_podcast:ai_boosting_ceo_productivity_now" target="_blank" rel="noreferrer noopener">with his own money</a>. (1:32) Cuba faces ruin <a href="https://seekingalpha.com/news/4533853-cuba-is-said-to-face-potential-breakdown-as-u-s-squeezes-venezuelan-oil?source=wsb_podcast:ai_boosting_ceo_productivity_now" target="_blank" rel="noreferrer noopener">without Venezuelan oil</a>. (2:18) Show Notes <a href="https://seekingalpha.com/news/4534029-things-that-wont-happen-in-2026-t-s-lombard?source=wsb_podcast:ai_boosting_ceo_productivity_now" target="_blank" rel="noreferrer noopener">Things that WON’T Happen in 2026</a> <a href="https://seekingalpha.com/events/top_stocks_2026?source=wsb_podcast:unemployment_rate_keeps_climbing" target="_blank" rel="noreferrer noopener">Steve Cress’ Top Stocks for 2026 – sign up today</a>       Episode transcripts <a href="https://seekingalpha.com/wsc?source=wsb_podcast:ai_boosting_ceo_productivity_now" target="_blank" rel="noreferrer noopener">seekingalpha.com/wsb</a>. Sign up for our daily newsletter <a href="https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:ai_boosting_ceo_productivity_now" target="_blank" rel="noreferrer noopener">here</a> and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at <a href="http://seekingalpha.com/subscriptions?source=wsb_podcast:ai_boosting_ceo_productivity_now" target="_blank" rel="noreferrer noopener">seekingalpha.com/subscriptions</a>.

AI boosting CEO productivity now

<description>Gold (XAUUSD:CUR) soars &lt;a href="https://seekingalpha.com/news/4533877-gold-soars-past-4400-on-rate-cut-bets-as-silver-explodes-to-historic-high?source=wsb_podcast:gold_soars_past_4400" target="_blank" rel="noreferrer noopener"&gt;past $4,400&lt;/a&gt; on rate-cut bets as silver explodes to historic high. (00:24) Waymo (GOOG) (GOOGL) &lt;a href="https://seekingalpha.com/news/4533879-waymo-resumes-robotaxis-after-blackout-in-san-francisco?source=wsb_podcast:gold_soars_past_4400" target="_blank" rel="noreferrer noopener"&gt;resumes robotaxis&lt;/a&gt; after blackout in San Francisco. (01:44) Baidu (BIDU) partners with Uber, Lyft to test Apollo Go &lt;a href="https://seekingalpha.com/news/4533886-baidu-partners-with-uber-lyft-to-test-apollo-go-robotaxis-in-uk?source=wsb_podcast:gold_soars_past_4400" target="_blank" rel="noreferrer noopener"&gt;robotaxis in UK&lt;/a&gt;. (02:45)&lt;br /&gt;&lt;br /&gt;Episode transcripts &lt;a href="http://seekingalpha.com/wsb?source=wsb_podcast:gold_soars_past_4400" target="_blank" rel="noreferrer noopener"&gt;seekingalpha.com/wsb&lt;/a&gt;.&lt;br /&gt;&lt;br /&gt;Show links: &lt;br /&gt;&lt;a href="https://seekingalpha.com/news/4533904-biggest-stock-movers-monday-abvx-rklb-and-more?source=wsb_podcast:gold_soars_past_4400" target="_blank" rel="noreferrer noopener"&gt;Biggest stock movers Monday: ABVX, RKLB, and more&lt;/a&gt;&lt;br /&gt;&lt;a href="https://seekingalpha.com/news/4533890-italys-antitrust-body-fines-115-million-for-apples-dominant-position?source=wsb_podcast:gold_soars_past_4400" target="_blank" rel="noreferrer noopener"&gt;Italy's antitrust body fines $115 million for Apple's dominant position&lt;/a&gt;&lt;br /&gt;&lt;a href="https://seekingalpha.com/news/4533861-avatar-fire-and-ash-dominates-box-office-as-holiday-openers-lift-top-10?source=wsb_podcast:gold_soars_past_4400" target="_blank" rel="noreferrer noopener"&gt;'Avatar: Fire and Ash' debuts strongly at box office, but trails prior sequel&lt;/a&gt;&lt;br /&gt;&lt;a href="https://seekingalpha.com/news/4533866-james-grant-says-his-best-stock-pick-of-2025-may-still-be-cheap?source=wsb_podcast:gold_soars_past_4400" target="_blank" rel="noreferrer noopener"&gt;James Grant says his best stock pick of 2025 may still be cheap&lt;/a&gt;&lt;br /&gt;&lt;br /&gt;Sign up for our daily newsletter &lt;a href="https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:gold_soars_past_4400" target="_blank" rel="noreferrer noopener"&gt;here&lt;/a&gt; and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at &lt;a href="http://seekingalpha.com/subscriptions?source=wsb_podcast:gold_soars_past_4400" target="_blank" rel="noreferrer noopener"&gt;seekingalpha.com/subscriptions&lt;/a&gt;.</description>

Gold (XAUUSD:CUR) soars https://seekingalpha.com/news/4533877-gold-soars-past-4400-on-rate-cut-bets-as-silver-explodes-to-historic-high?source=wsb_podcast:gold_soars_past_4400 on rate-cut bets as silver explodes to historic high. (00:24) Waymo (GOOG)...

Gold (XAUUSD:CUR) soars <a href="https://seekingalpha.com/news/4533877-gold-soars-past-4400-on-rate-cut-bets-as-silver-explodes-to-historic-high?source=wsb_podcast:gold_soars_past_4400" target="_blank" rel="noreferrer noopener">past $4,400</a> on rate-cut bets as silver explodes to historic high. (00:24) Waymo (GOOG) (GOOGL) <a href="https://seekingalpha.com/news/4533879-waymo-resumes-robotaxis-after-blackout-in-san-francisco?source=wsb_podcast:gold_soars_past_4400" target="_blank" rel="noreferrer noopener">resumes robotaxis</a> after blackout in San Francisco. (01:44) Baidu (BIDU) partners with Uber, Lyft to test Apollo Go <a href="https://seekingalpha.com/news/4533886-baidu-partners-with-uber-lyft-to-test-apollo-go-robotaxis-in-uk?source=wsb_podcast:gold_soars_past_4400" target="_blank" rel="noreferrer noopener">robotaxis in UK</a>. (02:45) Episode transcripts <a href="http://seekingalpha.com/wsb?source=wsb_podcast:gold_soars_past_4400" target="_blank" rel="noreferrer noopener">seekingalpha.com/wsb</a>. Show links:  <a href="https://seekingalpha.com/news/4533904-biggest-stock-movers-monday-abvx-rklb-and-more?source=wsb_podcast:gold_soars_past_4400" target="_blank" rel="noreferrer noopener">Biggest stock movers Monday: ABVX, RKLB, and more</a> <a href="https://seekingalpha.com/news/4533890-italys-antitrust-body-fines-115-million-for-apples-dominant-position?source=wsb_podcast:gold_soars_past_4400" target="_blank" rel="noreferrer noopener">Italy's antitrust body fines $115 million for Apple's dominant position</a> <a href="https://seekingalpha.com/news/4533861-avatar-fire-and-ash-dominates-box-office-as-holiday-openers-lift-top-10?source=wsb_podcast:gold_soars_past_4400" target="_blank" rel="noreferrer noopener">'Avatar: Fire and Ash' debuts strongly at box office, but trails prior sequel</a> <a href="https://seekingalpha.com/news/4533866-james-grant-says-his-best-stock-pick-of-2025-may-still-be-cheap?source=wsb_podcast:gold_soars_past_4400" target="_blank" rel="noreferrer noopener">James Grant says his best stock pick of 2025 may still be cheap</a> Sign up for our daily newsletter <a href="https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:gold_soars_past_4400" target="_blank" rel="noreferrer noopener">here</a> and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at <a href="http://seekingalpha.com/subscriptions?source=wsb_podcast:gold_soars_past_4400" target="_blank" rel="noreferrer noopener">seekingalpha.com/subscriptions</a>.

Gold soars past $4,400

<description>After two down years in a row, history suggests &lt;a href="https://seekingalpha.com/news/4533843-conditions-looking-good-for-the-santa-claus-rally?source=wsb_podcast:santa_claus_rally_time" target="_blank" rel="noreferrer noopener"&gt;Santa will return&lt;/a&gt; this week. (0:17) Q3 GDP is due. (1:15) Bill Ackman wants to &lt;a href="https://seekingalpha.com/news/4533839-bill-ackman-proposes-spacex-ipo-via-sparc-merger?source=wsb_podcast:santa_claus_rally_time" target="_blank" rel="noreferrer noopener"&gt;help SpaceX&lt;/a&gt; go public. (1:36)&lt;br /&gt;&lt;br /&gt;Show Notes&lt;br /&gt;&lt;a href="https://seekingalpha.com/news/4533112-jpmorgan-spotlights-11-tech-stocks-to-watch-out-for-in-2026?source=wsb_podcast:santa_claus_rally_time" target="_blank" rel="noreferrer noopener"&gt;Top tech picks for 2026&lt;/a&gt; &lt;br /&gt;&lt;a href="https://seekingalpha.com/news/4533423-dividend-roundup-att-broadcom-philip-morris-xcel-energy-and-more?source=wsb_podcast:santa_claus_rally_time" target="_blank" rel="noreferrer noopener"&gt;Dividend Roundup&lt;/a&gt;&lt;br /&gt;&lt;br /&gt;Episode transcripts &lt;a href="https://seekingalpha.com/wsb?source=wsb_podcast:santa_claus_rally_time" target="_blank" rel="noreferrer noopener"&gt;seekingalpha.com/wsb&lt;/a&gt;. Sign up for our daily newsletter &lt;a href="https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:santa_claus_rally_time" target="_blank" rel="noreferrer noopener"&gt;here&lt;/a&gt; and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at &lt;a href="http://seekingalpha.com/subscriptions?source=wsb_podcast:santa_claus_rally_time" target="_blank" rel="noreferrer noopener"&gt;seekingalpha.com/subscriptions&lt;/a&gt;.</description>

After two down years in a row, history suggests https://seekingalpha.com/news/4533843-conditions-looking-good-for-the-santa-claus-rally?source=wsb_podcast:santa_claus_rally_time this week. (0:17) Q3 GDP is due. (1:15) Bill Ackman wants to...

After two down years in a row, history suggests <a href="https://seekingalpha.com/news/4533843-conditions-looking-good-for-the-santa-claus-rally?source=wsb_podcast:santa_claus_rally_time" target="_blank" rel="noreferrer noopener">Santa will return</a> this week. (0:17) Q3 GDP is due. (1:15) Bill Ackman wants to <a href="https://seekingalpha.com/news/4533839-bill-ackman-proposes-spacex-ipo-via-sparc-merger?source=wsb_podcast:santa_claus_rally_time" target="_blank" rel="noreferrer noopener">help SpaceX</a> go public. (1:36) Show Notes <a href="https://seekingalpha.com/news/4533112-jpmorgan-spotlights-11-tech-stocks-to-watch-out-for-in-2026?source=wsb_podcast:santa_claus_rally_time" target="_blank" rel="noreferrer noopener">Top tech picks for 2026</a> <a href="https://seekingalpha.com/news/4533423-dividend-roundup-att-broadcom-philip-morris-xcel-energy-and-more?source=wsb_podcast:santa_claus_rally_time" target="_blank" rel="noreferrer noopener">Dividend Roundup</a> Episode transcripts <a href="https://seekingalpha.com/wsb?source=wsb_podcast:santa_claus_rally_time" target="_blank" rel="noreferrer noopener">seekingalpha.com/wsb</a>. Sign up for our daily newsletter <a href="https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:santa_claus_rally_time" target="_blank" rel="noreferrer noopener">here</a> and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at <a href="http://seekingalpha.com/subscriptions?source=wsb_podcast:santa_claus_rally_time" target="_blank" rel="noreferrer noopener">seekingalpha.com/subscriptions</a>.

Santa Claus Rally time

<description>Micron (&lt;a href="https://seekingalpha.com/symbol/MU?source=wsb_podcast:micron_ev_checkin" target="_blank" rel="noreferrer noopener"&gt;MU&lt;/a&gt;) earnings take it to a new high (0:45). EV check-in with Ford (2:40). Rivian rally (4:45). Tesla quietly drifting higher (6:30). Economic data catching up after government shutdown (8:30).&lt;br /&gt;&lt;br /&gt;Show links: &lt;br /&gt;&lt;a href="https://seekingalpha.com/news/4532756-micron-signals-further-gross-margin-expansion-as-ai-driven-demand-strains-supply-into-2026?source=wsb_podcast:micron_ev_checkin" target="_blank" rel="noreferrer noopener"&gt;Micron signals further gross margin expansion as AI-driven demand strains supply into 2026&lt;/a&gt;&lt;br /&gt;&lt;a href="https://seekingalpha.com/news/4532336-tesla-stock-scales-a-new-record-high-for-the-first-time-in-nearly-a-year?source=wsb_podcast:micron_ev_checkin" target="_blank" rel="noreferrer noopener"&gt;Tesla stock scales a new record high for the first time in nearly a year&lt;/a&gt;&lt;br /&gt;&lt;a href="https://seekingalpha.com/news/4532169-fords-ess-strategy-could-generate-as-much-as-5b-in-additional-revenue?source=wsb_podcast:micron_ev_checkin" target="_blank" rel="noreferrer noopener"&gt;Ford's ESS strategy could generate as much as $5B in additional revenue&lt;/a&gt;&lt;br /&gt;&lt;br /&gt;Episode transcripts: &lt;a href="http://seekingalpha.com/wsb?source=wsb_podcast:micron_ev_checkin" target="_blank" rel="noreferrer noopener"&gt;seekingalpha.com/wsb&lt;/a&gt;&lt;br /&gt;&lt;br /&gt;Sign up for our daily newsletter &lt;a href="https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:micron_ev_checkin" target="_blank" rel="noreferrer noopener"&gt;here&lt;/a&gt; and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at &lt;a href="http://seekingalpha.com/subscriptions?source=wsb_podcast:micron_ev_checkin" target="_blank" rel="noreferrer noopener"&gt;seekingalpha.com/subscriptions&lt;/a&gt;.</description>

Micron (https://seekingalpha.com/symbol/MU?source=wsb_podcast:micron_ev_checkin) earnings take it to a new high (0:45). EV check-in with Ford (2:40). Rivian rally (4:45). Tesla quietly drifting higher (6:30). Economic data catching up after government...

Micron (<a href="https://seekingalpha.com/symbol/MU?source=wsb_podcast:micron_ev_checkin" target="_blank" rel="noreferrer noopener">MU</a>) earnings take it to a new high (0:45). EV check-in with Ford (2:40). Rivian rally (4:45). Tesla quietly drifting higher (6:30). Economic data catching up after government shutdown (8:30). Show links:  <a href="https://seekingalpha.com/news/4532756-micron-signals-further-gross-margin-expansion-as-ai-driven-demand-strains-supply-into-2026?source=wsb_podcast:micron_ev_checkin" target="_blank" rel="noreferrer noopener">Micron signals further gross margin expansion as AI-driven demand strains supply into 2026</a> <a href="https://seekingalpha.com/news/4532336-tesla-stock-scales-a-new-record-high-for-the-first-time-in-nearly-a-year?source=wsb_podcast:micron_ev_checkin" target="_blank" rel="noreferrer noopener">Tesla stock scales a new record high for the first time in nearly a year</a> <a href="https://seekingalpha.com/news/4532169-fords-ess-strategy-could-generate-as-much-as-5b-in-additional-revenue?source=wsb_podcast:micron_ev_checkin" target="_blank" rel="noreferrer noopener">Ford's ESS strategy could generate as much as $5B in additional revenue</a> Episode transcripts: <a href="http://seekingalpha.com/wsb?source=wsb_podcast:micron_ev_checkin" target="_blank" rel="noreferrer noopener">seekingalpha.com/wsb</a> Sign up for our daily newsletter <a href="https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:micron_ev_checkin" target="_blank" rel="noreferrer noopener">here</a> and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at <a href="http://seekingalpha.com/subscriptions?source=wsb_podcast:micron_ev_checkin" target="_blank" rel="noreferrer noopener">seekingalpha.com/subscriptions</a>.

Wall Street Roundup: Micron earnings, EV check-in

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