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)  <br /><br />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>.<br /><br />Show links: <br /><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><br /><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><br /><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><br /><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><br /><br />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>.