Alibaba to boost AI investment

Wall Street Breakfast

Alibaba (BABA) shares surge in Hong Kong as CEO announces AI spending boost beyond $50B plan. (00:26) Ford (F) courts riskier borrowers with lower rates for F-150 pickups: report. (01:20) Lithium Americas (LAC) skyrockets as Trump administration reportedly seeks equity stake. (03:06)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: LAC, MU, and more
Micron projects record $12.5B Q1 2026 revenue as AI demand tightens DRAM supply
OpenAI, Oracle reveal first Stargate data center in Texas: report
Russian fuel crisis grows as Ukraine steps up drone attacks on refineries

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Alibaba (BABA) shares surge in Hong Kong as CEO announces AI spending boost beyond $50B plan. (00:26) Ford (F) courts riskier borrowers with lower rates for F-150 pickups: report. (01:20) Lithium Americas (LAC) skyrockets as Trump administration reportedly seeks equity stake. (03:06)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: LAC, MU, and more
Micron projects record $12.5B Q1 2026 revenue as AI demand tightens DRAM supply
OpenAI, Oracle reveal first Stargate data center in Texas: report
Russian fuel crisis grows as Ukraine steps up drone attacks on refineries

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.
2025-09-24 5 min
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