EPISODE · Dec 19, 2025 · 11 MIN
Wall Street Roundup: Micron earnings, EV check-in
from Wall Street Breakfast · host Seeking Alpha
Micron (MU) 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).Show links: Micron signals further gross margin expansion as AI-driven demand strains supply into 2026Tesla stock scales a new record high for the first time in nearly a yearFord's ESS strategy could generate as much as $5B in additional revenueEpisode transcripts: seekingalpha.com/wsbSign 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.
What this episode covers
Micron (MU) 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).Show links: Micron signals further gross margin expansion as AI-driven demand strains supply into 2026Tesla stock scales a new record high for the first time in nearly a yearFord's ESS strategy could generate as much as $5B in additional revenueEpisode transcripts: seekingalpha.com/wsbSign 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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Wall Street Roundup: Micron earnings, EV check-in
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