Brian Stewart, Seeking Alpha's Director of News, happy Friday.

Happy Friday.

Great to be here.

Always great to do a Wall Street roundup with you.

Yesterday, I did my first episode of the Cannabis Investing

podcast on Trump's Executive Order. It was our first episode since April, but not much

market movement, honestly, just to the slightly negative side. So not top of mind, though,

did want to shout out that episode and for those

following along that industry and that news and wanting some insight, check out the Cannabis

Investing Podcast also posted the transcript to investing experts. But Brian, what's top of mind

for you? I think the biggest news in terms of corporate news was Micron earnings rose 10% after

its earnings and adding another 7% last time I checked this morning. This took it to a new high.

It's now up about 217% year to date. Strong results, strong guidance. I think the biggest news in terms of setting the stock much higher

was the margins are projected to reach historic highs for the companies. Demand for the products,

especially in the AI area. They're sold out through fiscal year 2026 for them. This was the Q1 for

26, the core that just ended.

Demand is outstripping supply, so they were able to raise prices. This is in opposition to what

happened with Broadcom last week. So Broadcom dropped after its earnings. It warned of lower margins as AI became a bigger part of its revenue mix.

So the worry with Broadcom is as they're adding the AI products, they're actually going to see margins cut because they're more expensive products.

But the Bicron is having the opposite experience.

So you're seeing the AI trade continue to bifurcate,

where you're seeing more winners and losers. This is a change from the early, early days of the

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