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Wall Street Breakfast

GlobalWafers commits $7.5B to U.S. growth

Fri, 16 May 2025

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GlobalWafers (GFS) to boost U.S. investment to $7.5B amid soaring chip demand. (00:25) Virgin Galactic (SPCE) confirms it is on track for commercial flights again in 2026. (01:50) Buffett's Berkshire Hathaway exits Citi, cuts BofA, COF stakes, among other Q1 moves. (02:32)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: SPCE, AMAT, and moreDoximity outlines 10% revenue growth target for fiscal 2026 as AI investments accelerateTrump, UAE president unveil new 5GW AI campus in Abu DhabiCAVA targets 64–68 new restaurants in 2025 while expanding loyalty and menu innovationSign 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.

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