Cool Inflation & Micron Earnings Lift Stocks Higher

The Market Call podcast episode features Guy Adami, Dan Nathan, and Elizabeth Thomas discussing current market trends, economic data, and specific stocks. They analyze the CPI number's impact, debate the sustainability of the AI-driven market, and examine earnings and revenue growth expectations, referencing insights from FactSet's John Butters. The hosts also touch on potential market catalysts, including the labor market, Fed policies, and the upcoming election cycle, while considering individual stocks like Micron, SanDisk, FedEx, and Nike. Elizabeth Thomas shares key points from her 2026 outlook, emphasizing the importance of AI spending and potential shifts in market leadership. The conversation includes birthday shoutouts and a lighthearted anecdote about a guitar gift.