About this episode
Alibaba (BABA) shares surge in Hong Kong as CEO announces AI spending boost beyond $50B plan. (00:26) Ford (F) courts riskier borrowers with lower rates for F-150 pickups: report. (01:20) Lithium Americas (LAC) skyrockets as Trump administration reportedly seeks equity stake . (03:06) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: LAC, MU, and more Micron projects record $12.5B Q1 2026 revenue as AI demand tightens DRAM supply OpenAI, Oracle reveal first Stargate data center in Texas: report Russian fuel crisis grows as Ukraine steps up drone attacks on refineries 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 .