Yahoo Finance·2025-12-20 19:05Core Insights - The stock market is at a critical juncture with the S&P 500 near an all-time high, but increasing expectations of a pullback due to signs of economic weakness and declining consumer sentiment [1] Company Summaries Micron Technology - Micron has emerged as a significant player in the AI sector, with its latest earnings report exceeding expectations [4] - Revenue surged by 57% to $13.6 billion, with cloud memory revenue doubling to $5.3 billion, driven by high demand for high-bandwidth memory (HBM) chips [5] - Operating margin increased from 25% to 45%, and adjusted earnings per share rose from $1.79 to $4.78 [6] - EPS estimates for fiscal 2026 increased from $18.10 to $31.88, indicating a low valuation with the stock trading at less than 9 times forward earnings [7] - The stock's recent performance suggests potential for further growth despite reaching an all-time high [8] Dollar General - Dollar General is benefiting from a shift in consumer behavior towards cheaper goods due to persistent inflation and stagnant job growth [10]