Wall Street Breakfast

Skydance bets on AI after mega-merger

October 7, 2026·3 min
Episode Description from the Publisher

Skydance takes on streamers and tech giants. (0:14) Micron could triple as the memory boom accelerates. (1:20) SpaceX seeks $40B to load up on Nvidia chips. (1:39)     Show NotesDan Ives’ top tech stocks for 2027Webull’s reported China government tiesEpisode transcripts seekingalpha.com/wsb.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.

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