Khadija Saeed

December 12, 2025 — Costco Wholesale Corporation (NASDAQ: COST) is back in the spotlight after posting a fiscal first-quarter 2026 earnings beat, renewing debate over whether the warehouse giant’s premium valuation is still justified as growth normalizes and tariff uncertainty hangs over parts of retail. The headline numbers were strong: Costco said first-quarter net sales rose 8.2% year over year to $65.98 billion, with net income of $2.00 billion (or $4.50 per diluted share). Costco Investor Relations Investors, however, didn’t respond with the kind of enthusiasm Costco used to spark after a beat—an outcome that multiple analysts and market commentators

Updated: December 12, 2025 — Micron Technology, Inc. (NASDAQ: MU) enters the final stretch before its next earnings report with the stock still hovering near record territory, a wave of fresh Wall Street price-target hikes, and an increasingly dominant narrative: an AI-driven memory “supercycle” is tightening supply across DRAM, NAND, and high-bandwidth memory (HBM). MarketWatch+2Investopedia+2 But as the broader market digests new “AI profitability” concerns—sparked today by a sharp reaction to Broadcom’s margin commentary—Micron investors are also weighing a familiar risk in memory stocks: when expectations get sky-high, the earnings bar rises even faster. Reuters+1 Micron stock today: where MU