Squawk on the Street SOTS 2nd Hour: Inflation Cools, Micron’s Moment, Accenture CEO on Results 12/18/25
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Dec 18, 2025 
Mehdi Hosseini, a senior equity research analyst at Susquehanna, provides insights on Micron's outstanding quarter that sent its shares soaring and boosted the AI trade. Julie Sweet, the CEO of Accenture, reveals impressive AI bookings and discusses the challenges of implementing enterprise AI. They dive into how the latest inflation data impacts market strategies and the implications for sectors like tech. With discussions on Lululemon’s activist stake and Chipotle’s strategy, this chat covers the pulse of today's economy.
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Diversify Beyond AI Winners
- Mona Mahajan suggests adding non-tech exposure to portfolios heading into 2026.
- She favors health care, industrials and consumer discretionary for potential catch-up returns.
Micron Riding AI Memory Tightness
- Micron reported blowout results and surged, reflecting tight DRAM supply for AI servers.
- Sustaining >60% margins is the key uncertainty that will determine further upside.
Memory Is Becoming Specialized
- Mehdi Hosseini notes memory is shifting from commodity to specialized, higher-margin products for AI.
- If Micron maintains margins while adding capacity, its valuation could expand significantly.