Episode
Closing Bell Overtime: Micron Passes Latest Test for AI Stocks; Casey’s CEO on Recent Strength 6/24/26
- Podcast
- Closing Bell
- Published
- Jun 24, 2026
- Duration seconds
- 2618
- Processing state
not_requested- Canonical source
- https://www.cnbc.com
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Summary
Our Kristina Partsinevelos covers Micron's results in the latest test for the AI rally. Julian Emanuel of Evercore assesses the broader market backdrop and explains how Micron fits into the next phase of the AI trade. Mehdi Hosseini of Susquehanna reacts to the earnings report and outlines why he remains bullish on the company's outlook. UBS analyst John Lovallo explains how yields, housing earnings and policy developments are reshaping the housing market. Casey's CEO Darren Rebelez discusses the state of the consumer, spending trends across the Midwest and why pizza sales can provide a unique window into the economy.