Stock Movers General Mills Rises, Oracle Falls, Udemy Downgraded
Dec 17, 2025
General Mills saw its shares rise after surpassing second-quarter expectations, driven by steady growth in North America retail. Meanwhile, Oracle faced a 5.3% drop as a key financial backer withdrew support for its data center deal, although the company insists it’s still on track. Additionally, Udemy was downgraded to Hold following its merger announcement with Coursera, leading to a cautious price target set at $7. The discussion also touched on broader trends like the decline in cereal sales and a shift towards more protein-rich products.
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Memory Chip Tightness Boosts Micron
- Micron reported upbeat guidance and a strong quarter as surging demand and supply shortages let it charge more for memory chips.
- The stock jumped and is up dramatically year-to-date, highlighting tight supply-demand dynamics in memory markets.
Medline Debut And The Swaddle Blanket
- Medline's IPO debut surged 41% after a $6+ billion raise, giving it about a $51 billion market value and backing from private-equity firms.
- Hosts shared a personal note about hospital swaddle blankets as a memorable product example from Medline's catalog.
Price Cuts Drove Grocery Volume Growth
- General Mills saw volume growth by cutting prices across two-thirds of its North America retail business to drive purchases when items go on sale.
- This shows consumer price-sensitivity: sales and discounts, not brand strength, are currently prompting incremental purchases.