Stock Movers Micron Jumps, Constellation Brands Rises; CF Industries Falls
Mar 18, 2026
A rapid market roundup highlighting a chipmaker’s stronger-than-expected quarter and bold forecast. Coverage of a beverage company boosted by upbeat beer sales and an analyst upgrade. Discussion of a fertilizer firm’s rating cut amid supply worries tied to Middle East disruptions. Short takes on retail resilience and a large capex warning from the semiconductor sector.
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CF Industries Rally Looks Priced For Geopolitics
- CF Industries' share moves reflect supply shocks not just fundamentals.
- Mizuho cut to underperform saying the recent rally was overdone despite Middle East disruptions tightening fertilizer supply.
Constellation Upgrade Signals Beer Recovery
- Citi upgraded Constellation Brands on beer topline acceleration and below-historical valuation.
- The bank expects positive depletions in Q4 after four quarters of negatives, signaling a potential sales inflection.
Hosts Joke About Being Non Drinkers
- Hosts joke about not drinking while discussing Constellation Brands' stock move.
- Tim and Carol both mention they don't drink, adding a light personal aside to the business discussion.