<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

<description>TikTok (BDNCE) agrees to new joint &lt;a href="https://seekingalpha.com/news/4533222-tiktok-agrees-to-new-joint-u-s-venture-bloomberg?source=wsb_podcast:tiktoks_u_s_survival_plan_is_locked_in" target="_blank" rel="noreferrer noopener"&gt;U.S. venture&lt;/a&gt;. (00:24) Instacart (CART) settles FTC claim over &lt;a href="https://seekingalpha.com/news/4533157-instacart-settles-ftc-claim-over-deceptive-practices-agrees-to-refund-60m-to-consumers?source=wsb_podcast:tiktoks_u_s_survival_plan_is_locked_in" target="_blank" rel="noreferrer noopener"&gt;deceptive practices&lt;/a&gt;. (01:25) Nike (NKE) targets &lt;a href="https://seekingalpha.com/news/4533226-nike-targets-double-digit-ebit-margins-through-sport-offense-and-operational-efficiency?source=wsb_podcast:tiktoks_u_s_survival_plan_is_locked_in" target="_blank" rel="noreferrer noopener"&gt;double-digit&lt;/a&gt; EBIT margins through sport offense and operational efficiency. (02:28)&lt;br /&gt;&lt;br /&gt;Episode transcripts &lt;a href="http://seekingalpha.com/wsb?source=wsb_podcast:tiktoks_u_s_survival_plan_is_locked_in" 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/events/top_stocks_2026?source=wsb_podcast:tiktoks_u_s_survival_plan_is_locked_in" target="_blank" rel="noreferrer noopener"&gt;Top Stocks 2026&lt;/a&gt;&lt;br /&gt;&lt;a href="https://seekingalpha.com/news/4533338-biggest-stock-movers-friday-nne-corz-nke-and-more?source=wsb_podcast:tiktoks_u_s_survival_plan_is_locked_in" target="_blank" rel="noreferrer noopener"&gt;Biggest stock movers Friday: NNE, CORZ, NKE and more&lt;/a&gt;&lt;br /&gt;&lt;a href="https://seekingalpha.com/news/4533273-sony-to-take-over-snoopy-peanuts-franchise?source=wsb_podcast:tiktoks_u_s_survival_plan_is_locked_in" target="_blank" rel="noreferrer noopener"&gt;Sony to take over Snoopy, Peanuts franchise for $457M&lt;/a&gt;&lt;br /&gt;&lt;a href="https://seekingalpha.com/news/4533209-nyse-hours-wont-be-changed-after-trumps-holiday-announcement?source=wsb_podcast:tiktoks_u_s_survival_plan_is_locked_in" target="_blank" rel="noreferrer noopener"&gt;NYSE, Nasdaq keep trading hours unchanged after Trump's holiday announcement&lt;/a&gt;&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:tiktoks_u_s_survival_plan_is_locked_in" target="_blank" rel="noreferrer noopener"&gt;JPMorgan spotlights 11 tech stocks to watch out for in 2026&lt;/a&gt;&lt;br /&gt;&lt;a href="https://seekingalpha.com/quiz/27-investment-news-quiz-friday-dec-19-2025-12-19?source=wsb_podcast:tiktoks_u_s_survival_plan_is_locked_in" target="_blank" rel="noreferrer noopener"&gt;Take the news quiz&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:tiktoks_u_s_survival_plan_is_locked_in" 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:tiktoks_u_s_survival_plan_is_locked_in" target="_blank" rel="noreferrer noopener"&gt;seekingalpha.com/subscriptions&lt;/a&gt;.</description>

TikTok (BDNCE) agrees to new joint https://seekingalpha.com/news/4533222-tiktok-agrees-to-new-joint-u-s-venture-bloomberg?source=wsb_podcast:tiktoks_u_s_survival_plan_is_locked_in. (00:24) Instacart (CART) settles FTC claim over...

TikTok (BDNCE) agrees to new joint <a href="https://seekingalpha.com/news/4533222-tiktok-agrees-to-new-joint-u-s-venture-bloomberg?source=wsb_podcast:tiktoks_u_s_survival_plan_is_locked_in" target="_blank" rel="noreferrer noopener">U.S. venture</a>. (00:24) Instacart (CART) settles FTC claim over <a href="https://seekingalpha.com/news/4533157-instacart-settles-ftc-claim-over-deceptive-practices-agrees-to-refund-60m-to-consumers?source=wsb_podcast:tiktoks_u_s_survival_plan_is_locked_in" target="_blank" rel="noreferrer noopener">deceptive practices</a>. (01:25) Nike (NKE) targets <a href="https://seekingalpha.com/news/4533226-nike-targets-double-digit-ebit-margins-through-sport-offense-and-operational-efficiency?source=wsb_podcast:tiktoks_u_s_survival_plan_is_locked_in" target="_blank" rel="noreferrer noopener">double-digit</a> EBIT margins through sport offense and operational efficiency. (02:28) Episode transcripts <a href="http://seekingalpha.com/wsb?source=wsb_podcast:tiktoks_u_s_survival_plan_is_locked_in" target="_blank" rel="noreferrer noopener">seekingalpha.com/wsb</a>. Show links:  <a href="https://seekingalpha.com/events/top_stocks_2026?source=wsb_podcast:tiktoks_u_s_survival_plan_is_locked_in" target="_blank" rel="noreferrer noopener">Top Stocks 2026</a> <a href="https://seekingalpha.com/news/4533338-biggest-stock-movers-friday-nne-corz-nke-and-more?source=wsb_podcast:tiktoks_u_s_survival_plan_is_locked_in" target="_blank" rel="noreferrer noopener">Biggest stock movers Friday: NNE, CORZ, NKE and more</a> <a href="https://seekingalpha.com/news/4533273-sony-to-take-over-snoopy-peanuts-franchise?source=wsb_podcast:tiktoks_u_s_survival_plan_is_locked_in" target="_blank" rel="noreferrer noopener">Sony to take over Snoopy, Peanuts franchise for $457M</a> <a href="https://seekingalpha.com/news/4533209-nyse-hours-wont-be-changed-after-trumps-holiday-announcement?source=wsb_podcast:tiktoks_u_s_survival_plan_is_locked_in" target="_blank" rel="noreferrer noopener">NYSE, Nasdaq keep trading hours unchanged after Trump's holiday announcement</a> <a href="https://seekingalpha.com/news/4533112-jpmorgan-spotlights-11-tech-stocks-to-watch-out-for-in-2026?source=wsb_podcast:tiktoks_u_s_survival_plan_is_locked_in" target="_blank" rel="noreferrer noopener">JPMorgan spotlights 11 tech stocks to watch out for in 2026</a> <a href="https://seekingalpha.com/quiz/27-investment-news-quiz-friday-dec-19-2025-12-19?source=wsb_podcast:tiktoks_u_s_survival_plan_is_locked_in" target="_blank" rel="noreferrer noopener">Take the news quiz</a> Sign up for our daily newsletter <a href="https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:tiktoks_u_s_survival_plan_is_locked_in" 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:tiktoks_u_s_survival_plan_is_locked_in" target="_blank" rel="noreferrer noopener">seekingalpha.com/subscriptions</a>.

TikTok’s U.S. survival plan is locked in

<description>Trump Media’s &lt;a href="https://seekingalpha.com/news/4532899-trump-media-merger-brings-nuclear-fusion-into-public-markets?source=wsb_podcast:nuclear_fusion_goes_public" target="_blank" rel="noreferrer noopener"&gt;$6B merger&lt;/a&gt; with fusion company TAE. (0:15) Inflation drops – &lt;a href="https://seekingalpha.com/news/4532880-cpi-rises-27-yy-in-november-softer-than-expected?source=wsb_podcast:nuclear_fusion_goes_public" target="_blank" rel="noreferrer noopener"&gt;with caveats&lt;/a&gt;. (1:30) OpenAI valued &lt;a href="https://seekingalpha.com/news/4532765-openai-considers-raising-tens-of-billions-at-750-billion-valuation---report?source=wsb_podcast:nuclear_fusion_goes_public" target="_blank" rel="noreferrer noopener"&gt;at $750B&lt;/a&gt;. (3:21)&lt;br /&gt;&lt;br /&gt;Show Notes &lt;a href="https://seekingalpha.com/news/4532872-biggest-market-risks-for-2026-ai-bubble-and-9-more-survey?source=wsb_podcast:nuclear_fusion_goes_public" target="_blank" rel="noreferrer noopener"&gt;&lt;/a&gt;&lt;br /&gt;&lt;a href="https://seekingalpha.com/news/4532872-biggest-market-risks-for-2026-ai-bubble-and-9-more-survey?source=wsb_podcast:nuclear_fusion_goes_public" target="_blank" rel="noreferrer noopener"&gt;Top 10 market risks for 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:nuclear_fusion_goes_public" 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:nuclear_fusion_goes_public" 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:nuclear_fusion_goes_public" target="_blank" rel="noreferrer noopener"&gt;seekingalpha.com/subscriptions&lt;/a&gt;.</description>

Trump Media’s https://seekingalpha.com/news/4532899-trump-media-merger-brings-nuclear-fusion-into-public-markets?source=wsb_podcast:nuclear_fusion_goes_public with fusion company TAE. (0:15) Inflation drops –...

Trump Media’s <a href="https://seekingalpha.com/news/4532899-trump-media-merger-brings-nuclear-fusion-into-public-markets?source=wsb_podcast:nuclear_fusion_goes_public" target="_blank" rel="noreferrer noopener">$6B merger</a> with fusion company TAE. (0:15) Inflation drops – <a href="https://seekingalpha.com/news/4532880-cpi-rises-27-yy-in-november-softer-than-expected?source=wsb_podcast:nuclear_fusion_goes_public" target="_blank" rel="noreferrer noopener">with caveats</a>. (1:30) OpenAI valued <a href="https://seekingalpha.com/news/4532765-openai-considers-raising-tens-of-billions-at-750-billion-valuation---report?source=wsb_podcast:nuclear_fusion_goes_public" target="_blank" rel="noreferrer noopener">at $750B</a>. (3:21) Show Notes <a href="https://seekingalpha.com/news/4532872-biggest-market-risks-for-2026-ai-bubble-and-9-more-survey?source=wsb_podcast:nuclear_fusion_goes_public" target="_blank" rel="noreferrer noopener"></a> <a href="https://seekingalpha.com/news/4532872-biggest-market-risks-for-2026-ai-bubble-and-9-more-survey?source=wsb_podcast:nuclear_fusion_goes_public" target="_blank" rel="noreferrer noopener">Top 10 market risks for 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:nuclear_fusion_goes_public" 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:nuclear_fusion_goes_public" 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:nuclear_fusion_goes_public" target="_blank" rel="noreferrer noopener">seekingalpha.com/subscriptions</a>.

Nuclear fusion goes public

<description>Activist investor Elliott takes over &lt;a href="https://seekingalpha.com/news/4532762-activist-investor-elliott-takes-over-1-billion-stake-in-lululemon---report?source=wsb_podcast:activist_elliott_loads_up_on_lululemon" target="_blank" rel="noreferrer noopener"&gt;$1 billion stake&lt;/a&gt; in Lululemon (LULU) - report. (00:26) Micron (MU) forecasts &lt;a href="https://seekingalpha.com/news/4532757-micron-forecasts-100b-hbm-market-by-2028-as-supply-tightness-persists-through-2026?source=wsb_podcast:activist_elliott_loads_up_on_lululemon" target="_blank" rel="noreferrer noopener"&gt;$100B HBM market&lt;/a&gt; by 2028 as supply tightness persists through 2026. (01:28) Hedge fund in talks to potentially buy Warner Bros. (WBD) &lt;a href="https://seekingalpha.com/news/4532786-hedge-fund-talks-warner-bros-tv-assets?source=wsb_podcast:activist_elliott_loads_up_on_lululemon" target="_blank" rel="noreferrer noopener"&gt;TV assets&lt;/a&gt;, including CNN - report. (02:16)  &lt;br /&gt;&lt;br /&gt;Episode transcripts &lt;a href="http://seekingalpha.com/wsb?source=wsb_podcast:activist_elliott_loads_up_on_lululemon" 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/4532797-biggest-stock-movers-thursday-mu-lulu-and-more?source=wsb_podcast:activist_elliott_loads_up_on_lululemon" target="_blank" rel="noreferrer noopener"&gt;Biggest stock movers Thursday: MU, LULU and more&lt;/a&gt;&lt;br /&gt;&lt;a href="https://seekingalpha.com/news/4532774-us-approves-111-billion-arms-sales-to-taiwan?source=wsb_podcast:activist_elliott_loads_up_on_lululemon" target="_blank" rel="noreferrer noopener"&gt;U.S. approves $11.1 billion arms sales to Taiwan&lt;/a&gt;&lt;br /&gt;&lt;a href="https://seekingalpha.com/news/4532754-house-passes-republican-healthcare-bill-without-extending-aca-subsidies?source=wsb_podcast:activist_elliott_loads_up_on_lululemon" target="_blank" rel="noreferrer noopener"&gt;House passes Republican healthcare bill without extending ACA subsidies&lt;/a&gt;&lt;br /&gt;&lt;a href="https://seekingalpha.com/news/4532800-instacart-stock-falls-on-report-of-ftc-probe-over-ai-pricing-tool?source=wsb_podcast:activist_elliott_loads_up_on_lululemon" target="_blank" rel="noreferrer noopener"&gt;Instacart stock falls on report of FTC probe over AI pricing tool&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:activist_elliott_loads_up_on_lululemon" 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:activist_elliott_loads_up_on_lululemon" target="_blank" rel="noreferrer noopener"&gt;seekingalpha.com/subscriptions&lt;/a&gt;.</description>

Activist investor Elliott takes over https://seekingalpha.com/news/4532762-activist-investor-elliott-takes-over-1-billion-stake-in-lululemon---report?source=wsb_podcast:activist_elliott_loads_up_on_lululemon in Lululemon (LULU) - report. (00:26)...

Activist investor Elliott takes over <a href="https://seekingalpha.com/news/4532762-activist-investor-elliott-takes-over-1-billion-stake-in-lululemon---report?source=wsb_podcast:activist_elliott_loads_up_on_lululemon" target="_blank" rel="noreferrer noopener">$1 billion stake</a> in Lululemon (LULU) - report. (00:26) Micron (MU) forecasts <a href="https://seekingalpha.com/news/4532757-micron-forecasts-100b-hbm-market-by-2028-as-supply-tightness-persists-through-2026?source=wsb_podcast:activist_elliott_loads_up_on_lululemon" target="_blank" rel="noreferrer noopener">$100B HBM market</a> by 2028 as supply tightness persists through 2026. (01:28) Hedge fund in talks to potentially buy Warner Bros. (WBD) <a href="https://seekingalpha.com/news/4532786-hedge-fund-talks-warner-bros-tv-assets?source=wsb_podcast:activist_elliott_loads_up_on_lululemon" target="_blank" rel="noreferrer noopener">TV assets</a>, including CNN - report. (02:16)   Episode transcripts <a href="http://seekingalpha.com/wsb?source=wsb_podcast:activist_elliott_loads_up_on_lululemon" target="_blank" rel="noreferrer noopener">seekingalpha.com/wsb</a>. Show links:  <a href="https://seekingalpha.com/news/4532797-biggest-stock-movers-thursday-mu-lulu-and-more?source=wsb_podcast:activist_elliott_loads_up_on_lululemon" target="_blank" rel="noreferrer noopener">Biggest stock movers Thursday: MU, LULU and more</a> <a href="https://seekingalpha.com/news/4532774-us-approves-111-billion-arms-sales-to-taiwan?source=wsb_podcast:activist_elliott_loads_up_on_lululemon" target="_blank" rel="noreferrer noopener">U.S. approves $11.1 billion arms sales to Taiwan</a> <a href="https://seekingalpha.com/news/4532754-house-passes-republican-healthcare-bill-without-extending-aca-subsidies?source=wsb_podcast:activist_elliott_loads_up_on_lululemon" target="_blank" rel="noreferrer noopener">House passes Republican healthcare bill without extending ACA subsidies</a> <a href="https://seekingalpha.com/news/4532800-instacart-stock-falls-on-report-of-ftc-probe-over-ai-pricing-tool?source=wsb_podcast:activist_elliott_loads_up_on_lululemon" target="_blank" rel="noreferrer noopener">Instacart stock falls on report of FTC probe over AI pricing tool</a> Sign up for our daily newsletter <a href="https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:activist_elliott_loads_up_on_lululemon" 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:activist_elliott_loads_up_on_lululemon" target="_blank" rel="noreferrer noopener">seekingalpha.com/subscriptions</a>.

Activist Elliott loads up on lululemon

<description>&lt;a href="https://seekingalpha.com/news/4532355-oil-bounces-after-trump-orders-blockade-of-sanctioned-tankers-off-venezuela?source=wsb_podcast:oil_snaps_back" target="_blank" rel="noreferrer noopener"&gt;Oil bounces&lt;/a&gt; after Trump orders blockade of sanctioned tankers off Venezuela. (00:23) Affirm (AFRM) CFO says consumer 'feels quite &lt;a href="https://seekingalpha.com/news/4532345-affirm-cfo-says-consumer-feels-quite-healthy?source=wsb_podcast:oil_snaps_back" target="_blank" rel="noreferrer noopener"&gt;healthy&lt;/a&gt;'. (01:38) Rail unions &lt;a href="https://seekingalpha.com/news/4532391-rail-unions-sound-alarm-on-85b-union-pacific-norfolk-southern-merger-over-safety-and-cost-concerns-report?source=wsb_podcast:oil_snaps_back" target="_blank" rel="noreferrer noopener"&gt;sound alarm&lt;/a&gt; on $85B Union Pacific (UNP)-Norfolk Southern (NSC) merger over safety and cost concerns: report. (02:17) &lt;br /&gt;&lt;br /&gt;Episode transcripts &lt;a href="http://seekingalpha.com/wsb?source=wsb_podcast:oil_snaps_back" 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/events/top_stocks_2026?source=wsb_podcast:oil_snaps_back" target="_blank" rel="noreferrer noopener"&gt;Top Stocks 2026&lt;/a&gt;&lt;br /&gt;&lt;a href="https://seekingalpha.com/news/4532390-biggest-stock-movers-wednesday-mu-nflx-plce-and-more?source=wsb_podcast:oil_snaps_back" target="_blank" rel="noreferrer noopener"&gt;Biggest stock movers Wednesday: MU, NFLX, PLCE and more&lt;/a&gt;&lt;br /&gt;&lt;a href="https://seekingalpha.com/news/4532393-us-prepares-new-russia-sanctions-if-putin-rejects-peace-deal---report?source=wsb_podcast:oil_snaps_back" target="_blank" rel="noreferrer noopener"&gt;US prepares new Russia sanctions if Putin rejects peace deal - report&lt;/a&gt;&lt;br /&gt;&lt;a href="https://seekingalpha.com/news/4532325-years-long-bear-market-coming-for-gold-and-silver-analyst-gilburt-predicts?source=wsb_podcast:oil_snaps_back" target="_blank" rel="noreferrer noopener"&gt;Years-long bear market coming for gold and silver, analyst Gilburt predicts&lt;/a&gt;&lt;br /&gt;&lt;a href="https://seekingalpha.com/news/4532388-nvidia-plans-15b-server-farm-in-israel---calcalist?source=wsb_podcast:oil_snaps_back" target="_blank" rel="noreferrer noopener"&gt;Nvidia plans $1.5B server farm in Israel - Calcalist&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:oil_snaps_back" 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:oil_snaps_back" target="_blank" rel="noreferrer noopener"&gt;seekingalpha.com/subscriptions&lt;/a&gt;.</description>

https://seekingalpha.com/news/4532355-oil-bounces-after-trump-orders-blockade-of-sanctioned-tankers-off-venezuela?source=wsb_podcast:oil_snaps_back after Trump orders blockade of sanctioned tankers off Venezuela. (00:23) Affirm (AFRM) CFO says...

<a href="https://seekingalpha.com/news/4532355-oil-bounces-after-trump-orders-blockade-of-sanctioned-tankers-off-venezuela?source=wsb_podcast:oil_snaps_back" target="_blank" rel="noreferrer noopener">Oil bounces</a> after Trump orders blockade of sanctioned tankers off Venezuela. (00:23) Affirm (AFRM) CFO says consumer 'feels quite <a href="https://seekingalpha.com/news/4532345-affirm-cfo-says-consumer-feels-quite-healthy?source=wsb_podcast:oil_snaps_back" target="_blank" rel="noreferrer noopener">healthy</a>'. (01:38) Rail unions <a href="https://seekingalpha.com/news/4532391-rail-unions-sound-alarm-on-85b-union-pacific-norfolk-southern-merger-over-safety-and-cost-concerns-report?source=wsb_podcast:oil_snaps_back" target="_blank" rel="noreferrer noopener">sound alarm</a> on $85B Union Pacific (UNP)-Norfolk Southern (NSC) merger over safety and cost concerns: report. (02:17)  Episode transcripts <a href="http://seekingalpha.com/wsb?source=wsb_podcast:oil_snaps_back" target="_blank" rel="noreferrer noopener">seekingalpha.com/wsb</a>. Show links:  <a href="https://seekingalpha.com/events/top_stocks_2026?source=wsb_podcast:oil_snaps_back" target="_blank" rel="noreferrer noopener">Top Stocks 2026</a> <a href="https://seekingalpha.com/news/4532390-biggest-stock-movers-wednesday-mu-nflx-plce-and-more?source=wsb_podcast:oil_snaps_back" target="_blank" rel="noreferrer noopener">Biggest stock movers Wednesday: MU, NFLX, PLCE and more</a> <a href="https://seekingalpha.com/news/4532393-us-prepares-new-russia-sanctions-if-putin-rejects-peace-deal---report?source=wsb_podcast:oil_snaps_back" target="_blank" rel="noreferrer noopener">US prepares new Russia sanctions if Putin rejects peace deal - report</a> <a href="https://seekingalpha.com/news/4532325-years-long-bear-market-coming-for-gold-and-silver-analyst-gilburt-predicts?source=wsb_podcast:oil_snaps_back" target="_blank" rel="noreferrer noopener">Years-long bear market coming for gold and silver, analyst Gilburt predicts</a> <a href="https://seekingalpha.com/news/4532388-nvidia-plans-15b-server-farm-in-israel---calcalist?source=wsb_podcast:oil_snaps_back" target="_blank" rel="noreferrer noopener">Nvidia plans $1.5B server farm in Israel - Calcalist</a> Sign up for our daily newsletter <a href="https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:oil_snaps_back" 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:oil_snaps_back" target="_blank" rel="noreferrer noopener">seekingalpha.com/subscriptions</a>.

Oil snaps back

Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon. Transcripts: seekingalpha.com/wsb

Seeking Alpha's Wall Street Breakfast brings investors the top news every morning. Released by 8:00am ET, it's all the news you need to know for your market day.

Wall Street Breakfast

Details

Recent Episodes