EPISODE · Jun 25, 2026 · 15 MIN
Micron Pops 19% on Insane AI Memory Demand + Trump's $88B Iran/Farmer/Ebola Ask | June 25, 2026 – Morning Market Briefing
from The Morning Market Briefing · host Narwhal Capital Management
Andrew, Ben, and Tom discuss Micron's blowout quarter with revenue up 346% to $41.5 billion, 84.9% gross margin, and DRAM/NAND supply now constrained through 2027, the implications of doubling CapEx to $40-50 billion in FY27, Trump's $88 billion supplemental spending request for the Iran war, farmer aid, and Ebola, the canceled signing of the 21st Century ROAD to Housing Act, escalating Senate Republican tensions over Iran, the DOJ's egg price-fixing settlement with Cal-Maine, the narrowing K-shaped economy spending gap, today's PCE inflation print, and rates finally moving as oil drops below $70.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure
What this episode covers
Andrew, Ben, and Tom discuss Micron's blowout quarter with revenue up 346% to $41.5 billion, 84.9% gross margin, and DRAM/NAND supply now constrained through 2027, the implications of doubling CapEx to $40-50 billion in FY27, Trump's $88 billion supplemental spending request for the Iran war, farmer aid, and Ebola, the canceled signing of the 21st Century ROAD to Housing Act, escalating Senate Republican tensions over Iran, the DOJ's egg price-fixing settlement with Cal-Maine, the narrowing K-shaped economy spending gap, today's PCE inflation print, and rates finally moving as oil drops below $70.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure
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Micron Pops 19% on Insane AI Memory Demand + Trump's $88B Iran/Farmer/Ebola Ask | June 25, 2026 – Morning Market Briefing
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