Micron has had a turnaround for the ages, going from a free cash flow negative company to a $1 trillion valuation in a little over a year. What does it tell us about the AI buildout? Plus, we get to Eli Lilly’s incredible trial results, acquisition spree, and growth plans before ending with Zscaler’s earnings and why the stock fell 30% today.
Travis Hoium, Lou Whiteman, and Rachel Warren discuss:
- Micron’s trip to $1 trillion
- Eli Lilly’s Winning Streak
- Zscaler earnings
Companies discussed: Micron (MU), Eli Lilly (LLY), Zscaler (ZS).
Host: Travis Hoium
Guests: Lou Whiteman, and Rachel Warren
Engineer: Austin Morgan, Bart Shannon
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