Wall Street Breakfast

Activist investor Elliott takes over $1 billion stake in Lululemon (LULU) - report. (00:26) Micron (MU) forecasts $100B HBM market by 2028 as supply tightness persists through 2026. (01:28) Hedge fund in talks to potentially buy Warner Bros. (WBD) TV assets, including CNN - report. (02:16)  
Episode transcripts seekingalpha.com/wsb.
Show links: 
Biggest stock movers Thursday: MU, LULU and more
U.S. approves $11.1 billion arms sales to Taiwan
House passes Republican healthcare bill without extending ACA subsidies
Instacart stock falls on report of FTC probe over AI pricing tool
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.

Berita 

Activist Elliott loads up on lululemon