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).<br /><br />Show links: <br /><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><br /><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><br /><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><br /><br />Episode transcripts: <a href="http://seekingalpha.com/wsb?source=wsb_podcast:micron_ev_checkin" target="_blank" rel="noreferrer noopener">seekingalpha.com/wsb</a><br /><br />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>.