Micron Day Is Here!

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 24 June 2026

⏱️ 18 minutes

🔗️ Recording | iTunes | RSS

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Summary

Like it or not, Micron is driving the stock market and the company’s earnings report will tell us a lot about the future of memory and compute demand. Plus, we talk about Meta’s new prediction markets app and Alphabet joining the Dow Jones Industrial Average.Travis Hoium, Lou Whiteman, and Rachel Warren discuss:- Memory’s Wild Ride- Micron’s Earnings- Meta & Prediction Markets- Can Zuck Innovate?- Alphabet Joins the Dow- Why the Dow Doesn’t MatterCompanies discussed: Micron (MU), Meta Platforms (META), Alphabet (GOOG, GOOGL).Host: Travis HoiumGuests: Lou Whiteman, Rachel WarrenEngineer: Kristi Waterworth Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠megaphone.fm/adchoices⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	It's Micron Day on Wall Street.
0:03.9	Monty Cool Hidden Gems Investing starts now.
0:09.6	Welcome to Motley Cool, Hidden Gems Investing.
0:11.7	I'm Travis Williams, joined today by Lou Whiteman and Rachel Warren.
0:14.9	And guys, I never thought I would say this, but Micron has a huge earnings report after the market closed today.
0:22.2	This is a company that most of us just didn't pay attention to for most of the last
0:25.8	couple of decades.
0:27.1	But they are the company that everybody is watching at least for the next 12 hours or so.
0:32.4	So Lou, I'll just kind of leave it there.
0:34.5	What are your thoughts on Micron being the talk of the day?
0:37.1	Yeah, no pressure, Micron. being the talk of the day? Yeah,
0:37.7	no pressure, Micron. Just the fate of the entire global stock market is on your shoulders. No pressure
0:43.6	at all, right? So context, why am I saying that? Right now, no company is more emblematic of the
0:49.0	AI rally than Micron. Believe it or not, the stock is up 270% this year. It's up a lot more over the last 12 months.
0:56.4	It is the single biggest point contributor to the S&P 500. It is literally the engine that is driving this rally.
1:04.1	But look, historically, the reason, Travis, we don't think about these companies is memory chips or commodity.
1:08.8	And there are a lot of competitors with a lot of
1:11.3	options for capacity expansion, a lot of people like flirting with rivals as we speak now. And the last
1:18.1	few weeks, we've suddenly become a lot more skeptical about how much higher the AI rally can go.
1:24.2	So back to the fate of the entire global stock market. It's fair to say, I hate to make
1:28.8	short-term predictions, but it's fair to say that any flinch tonight when they release earnings,
1:34.9	any disappointment would reinforce the fears that have driven the sell-off in the last few days.
	...

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