Wall Street Breakfast

Skydance bets on AI after mega-merger

Mittwoch, 7. Oktober 2026 · 3 min

MP3

Shownotes

Skydance takes on streamers and tech giants (seekingalpha.com/news/4650801-david-ellison-be…). () Micron could triple (seekingalpha.com/news/4650920-da-davidson-lift…) as the memory boom accelerates. () SpaceX seeks $40B to load up on Nvidia chips (seekingalpha.com/news/4650788-spacex-seeks-40b…). ()

Show Notes
Dan Ives’ top tech stocks for 2027 (seekingalpha.com/news/4650884-ives-names-five-…)
Webull’s reported China government ties (seekingalpha.com/news/4650924-webull-found-to-…)

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

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