Wall Street Breakfast

Constellation's big power play

Donnerstag, 1. Oktober 2026 · 6 min

MP3

Shownotes

Amazon (AMZN) just handed Constellation (CEG) a 20-year (seekingalpha.com/news/4648795-constellation-am…) vote of confidence. () Tencent (TCEHY) is reportedly leasing 100,000 AI chips (seekingalpha.com/news/4648835-chinas-tencent-t…) from Oracle (ORCL). () Micron's (MU) eye-popping seekingalpha.com/news/4648585-micron-slips-eve…. ()

Episode transcripts: seekingalpha.com/wsb?source=wsb_podcast:conste…

Show links:
Biggest stock movers Thursday: GOOG, INGN, and more (seekingalpha.com/news/4648880-biggest-stock-mo…)
Trump announces $500 rebates for nearly 1M Obamacare enrollees (seekingalpha.com/news/4641914-trump-announces-…)

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