The Morning Dose
Morning Dose #297: Micron Crush, Nasdaq Crush: The M&A Playbook – Friday 6/26/2026
0:005:20
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Episode summary
Micron’s earnings beat triggers a brutal rotation as the Fed tightens the noose on growth, pushing the market into a ‘Cautious Bearish’ regime. Host and analyst break down the shift from mega-cap tech to defensive industrials and M&A consolidation plays like ON Semiconductor and Caterpillar.