Squawk Pod 5 Things to Know Before the Opening Bell 9/24/2025
Sep 24, 2025
Micron has reported quarterly results that surpass expectations, fueled by a surge in AI demand. In political news, President Trump has canceled a crucial meeting with top Congressional Democrats amid fears of a government shutdown. The GSA is considering rehiring federal workers affected by cost-cutting measures initiated during Elon Musk’s tenure. Meanwhile, Disney has announced a price increase for its streaming service Disney+. Lastly, fintech giant Stripe's valuation has soared above $106 billion.
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AI Demand Lifts Micron Results
- Micron beat expectations and gave a solid forecast as AI demand boosts memory needs.
- AI workloads are driving higher demand for high-tech memory used alongside chips like NVIDIA.
Earnings Signal AI Hardware Tightening
- Micron's stronger-than-expected quarter signals hardware chains are tightening around AI workloads.
- The results suggest AI-driven demand is materially affecting semiconductor and memory company forecasts.
Memory Makers Benefit From AI
- Micron has become a clear beneficiary of the AI boom through growing memory requirements.
- Chips like NVIDIA require increasing amounts of high-tech memory, lifting memory makers' prospects.