Wall Street Breakfast

Micron (MU) earnings take it to a new high (0:45). EV check-in with Ford (2:40). Rivian rally (4:45). Tesla quietly drifting higher (6:30). Economic data catching up after government shutdown (8:30).Show links: Micron signals further gross margin expansion as AI-driven demand strains supply into 2026Tesla stock scales a new record high for the first time in nearly a yearFord's ESS strategy could generate as much as $5B in additional revenueEpisode transcripts: seekingalpha.com/wsbSign 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.