WSJ What’s News What’s News in Markets: Memory Chips, Corporate Drama, Mega IPO
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Dec 20, 2025 This discussion dives into Micron's impressive earnings, highlighting the surge in demand for memory chips driven by the AI boom. Tune in for insights into the corporate drama at Warner Bros. Discovery as it faces a hostile bid from Paramount, along with Lululemon’s strategic moves amid an activist investor push. Plus, Medline's dramatic IPO debut raises questions about the future of mega listings in the market. Get ready for a whirlwind of stock market news and expert analysis!
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Market Mixed Ahead Of Holidays
- Stocks were mixed in the last full trading week before Christmas amid hopes for a Santa Claus rally.
- Major indexes diverged: Dow fell while the S&P 500 and Nasdaq posted modest gains.
AI Demand Is Fueling Memory Shortages
- Micron's earnings show memory-chip shortages are boosting revenue amid the AI boom.
- Strong AI demand is driving up chip prices and lifting semiconductor sales.
Big-Deal Drama At Warner Bros. Discovery
- Warner Bros. Discovery rejected Paramount Skydance's hostile $77.9 billion bid and warned shareholders against it.
- Warner cited concerns about the offer's credibility and its backing by the Ellison family.