JNJ, HD, MU, AATC, and NVFY stand out with strong gains and strategic shifts amid macro headwinds and evolving consumer ...

MU gains 42.5% YTD as AI demand fuels DRAM growth, while JNJ and HD navigate pricing, pipeline, and macro headwinds.

Bank of America Securities analyst Robert F. Ohmes maintained a Buy rating on Home Depot with a $450 price target. The call ...

A full transcript is below. This podcast was recorded on June 30, 2025.