Zacks Investment Research assigned Micron its top Rank #1 (Strong Buy) rating this morning, citing the company's "significant role in the AI boom" and noting that Micron's 2026 HBM capacity is already sold out, driven by demand from AI chip partners including NVIDIA, Advanced Micro Devices, and Intel.
Apple's most recent quarter was a statement of operational strength. Revenue came in at $143.76 billion, up 15.7% year-over-year, with EPS of $2.84 topping a consensus estimate of $2.67. Its India manufacturing pivot is maturing rapidly: approximately 25% of global iPhone production now originates in India, with 55 million units assembled in 2025, up 53% year-over-year.
2025 was a defining year for Celsius Holdings as we delivered record full-year revenue of $2.5 billion, underscoring the power of our brands and the strength of our growth model. With CELSIUS, Alani Nu, and Rockstar Energy, we're building a scaled Modern Energy portfolio with distinct roles, recruiting new consumers and expanding consumption occasions.
This was Shake Shack's strongest earnings print in years, and the numbers back it up across nearly every dimension. The EPS beat was extraordinary, the revenue acceleration is real, and management is putting capital to work efficiently: average new Shack build costs fell 20% YoY to under $2M, making unit expansion far more capital-efficient than it once was.