Stock Movers Closing Bell: Micron Gives Rosy Forecast, Medline Surges in Debut, Nvidia Sinks
7 snips
Dec 17, 2025 Micron surprises the market with a rosy forecast, revealing strong demand and profits, leading to a notable stock increase. Medline makes a splash with a 41% surge in its trading debut, marking a successful $6.26 billion IPO. Meanwhile, Nvidia faces declines amid skepticism about AI investments. The hosts delve into sector performance, highlighting rebounds in energy and challenges in tech. Additional discussions include significant moves from other companies like Texas Pacific Land and Udemy's potential merger.
AI Snips
Chapters
Transcript
Episode notes
Memory Demand Signals AI Hardware Strength
- Micron's results and very strong guidance signal that memory demand, including AI server needs, is driving outsized revenue and margin expansion.
- Management forecasts far above Street expectations, highlighting memory as a leading indicator for the AI hardware cycle.
Margins And EPS Could Surge For Micron
- Micron's guidance implies gross margins expanding to 67–69%, a significant jump from mid-50s currently and a major earnings lever.
- The forecasted EPS upside nearly doubles Street estimates, underscoring the profit leverage in memory pricing and supply tightness.
Memory Makers Dominate Year-To-Date Winners
- Memory makers dominate 2025's YTD S&P 500 winners list, reflecting concentrated strength in data-storage and AI-related hardware.
- Names like SanDisk, Western Digital, Seagate and Micron show how data capacity is a core market driver this year.