The episode discusses contrasting AI narratives from Micron and Cerebras, Oracle's poor stock performance, and Wendy's stock rally.
Why are Micron and Cerebras telling two different AI stories? And why is Oracle one of the worst stocks this week? Plus, who’s behind Wendy’s big rally? Host Jack Pitcher discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter.