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Micron Strong Forecast, Yum! Brands Upgrade, Bumble Job Cuts

Jun 25, 2025
Micron's shares soar after a stellar forecast, driven by soaring demand for AI-related memory chips. Yum! Brands gets an upgrade, with analysts optimistic about its growth potential and cash flow. Meanwhile, Bumble announces a significant workforce reduction, aiming for $40 million in annual savings under new leadership. The hosts sprinkle in some laughs discussing fast food favorites, particularly Taco Bell, adding a light-hearted touch to the serious financial topics.
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INSIGHT

Micron's AI-Driven Revenue Surge

  • Micron reported a fiscal fourth-quarter revenue forecast roughly $1 billion above analyst expectations.
  • The boost is driven by growing demand for AI-related high-bandwidth memory products.
INSIGHT

Yum! Brands Growth Momentum

  • Yum! Brands shows strong momentum with over 4% unit growth and robust free cash flow.
  • The company is one of the best performing restaurant stocks due to sustained positive sales growth.
ANECDOTE

Hosts' Fast Food Preferences

  • Tim shares his personal preference for Taco Bell during long drives.
  • Carol mentions having all Yum! Brands restaurants nearby and too many visits late at night.
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