About this episode
GlobalWafers (GFS) to boost U.S. investment to $7.5B amid soaring chip demand. (00:25) Virgin Galactic (SPCE) confirms it is on track for commercial flights again in 2026. (01:50) Buffett's Berkshire Hathaway exits Citi, cuts BofA , COF stakes, among other Q1 moves. (02:32) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: SPCE, AMAT, and more Doximity outlines 10% revenue growth target for fiscal 2026 as AI investments accelerate Trump, UAE president unveil new 5GW AI campus in Abu Dhabi CAVA targets 64–68 new restaurants in 2025 while expanding loyalty and menu innovation 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 .