Podcast:Wall Street Breakfast Published On: Wed May 27 2026 Description: Micron's (MU) meteoric rise leads memory, chip stocks up as AI spending knows no bounds. (00:14) Samsung (SSNLF) workers set for historic $370K bonuses under 10-year AI profit deal. (01:37) Samsung (SSNLF) battles AI-driven chip shortage with landmark $1.5B Vietnam factory. (02:32) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: ZS, APPS, and moreAmerica’s trillion-dollar club just got biggerGoldman lifts S&P 500 target to 8,000 on robust earnings growthOpenAI's Altman realizes AI can't replace 'human part' of workZscaler tumbles as mixed guidance outshines strong Q3 resultsSign 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.