Wall Street Roundup: Micron, Alibaba, Nvidia, AI theme maturing

Nvidia's new deal, AI theme maturing and separate from broader market (0:15). Micron earnings, Alibaba's aggressive spending (2:45). Klarna , Affirm, and PayPal (6:00). Starbucks closures (9:45). Jobs data and elevated inflation (13:30). Show Notes: Nvidia plans to invest up to $100B in OpenAI progressively to build AI data centers AI revolution hits next stage of growth in Nvidia/OpenAI deal: Wedbush Wall Street rises after PCE index data comes in line Episode transcripts: seekingalpha.com/wsb 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 .