When companies beat revenue and earnings expectations as much a Micron Technologies did in its most recent quarter, the market often heaps on praise for stellar results. Not this time, though. We’ll get into why as well as Uber Technologies’ deal with Rivian Automotive and Alibaba’s $100 billion in AI revenue target
Tyler Crowe, Matt Frankel, and Jon Quast discuss:
- Micron Technologies earnings
- Is it different this time for memory companies?
- Uber & Rivian teaming up for autonomous vehicles
- Alibaba’s AI targets and investing in international AI plays.
Companies discussed: MU, NVDA, AMD, ASML, UBER, RIVN, LCID, TSLA, GOOG, AMZN, MSFT, BABA, LYFT, STLA, GM
Host: Tyler Crowe
Guests: Matt Frankel, Jon Quast
Engineer: Dan Boyd
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