Stock Movers Alibaba Soars; Micron Forecast; Lithium Americas Loan
Sep 24, 2025
Alibaba's shares soared after announcing a massive AI investment plan, stirring excitement in the tech sector. Micron Technology also made waves with strong earnings driven by AI demand. Meanwhile, Lithium Americas experienced a dramatic stock surge following news of a potential U.S. equity stake in exchange for a renegotiated government loan. The podcast dives deep into these market movements, exploring what they mean for investors and the future of technology.
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Alibaba Doubles Down On AI Bet
- Alibaba pledged up to $50 billion for AI infrastructure and warned global AI investment could hit $4 trillion in five years.
- The stock jumped nearly 10% and reached a four-year high on the announcement and NVIDIA robotics integration.
Micron Benefits From AI Memory Demand
- Micron beat revenue expectations and guided higher on strong AI-related demand for high bandwidth memory chips.
- The stock continued its rally after gaining about 45% in September and roughly 100% year-to-date.
U.S. Seeks Stake In Lithium Americas
- Reports say the U.S. wants to convert a $2.3 billion DOE loan to a 10% equity stake in Lithium Americas.
- Shares surged about 56–60% premarket as the move is seen as a taxpayer-favorable renegotiation tied to a Nevada lithium mine with GM.