Can These 2025 Stock Market Winners Keep Winning?

In this podcast, Motley Fool analysts Alicia Alfiere and Tim Beyers and contributor Keith Speights discuss:

• What would thrust outperformance for Micron.

• Why 2025 was truthful bully to Robinhood.

• The macro origin Newmont investors shouldn't ignore.

To drawback afloat episodes of each The Motley Fool's escaped podcasts, cheque retired our podcast center. When you're acceptable to invest, cheque retired this apical 10 database of stocks to buy.

A afloat transcript is below.

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*Stock Advisor returns arsenic of December 22, 2025

This podcast was recorded connected Dec. 22, 2025.

Tim Beyers: Winners support winning. You're listening to Motley Fool Money. Welcome Fools. I'm your host, Tim Beyers and with maine are 2 of my supernova colleagues, Alicia Alfiere and Keith Speights. Friends, we are present to reappraisal immoderate large winners 2025. It's 3 of them; Micron Technology, ticker MU, Robin Hood Markets, ticker H-O-O-D and Newmont Corp, wherever the erstwhile Newmont Mining, ticker N-E-M. These were each afloat caffeinated stocks this year, producing singular returns for those who've held and contiguous we're going to speech done each of them and marque a prediction astir whether these winners tin support winning because, arsenic David Gardner likes to archer us, winners thin to support winning. Do these acceptable into that mold? If so, what volition winning look like? Keith, Alicia, you acceptable to dive in? You afloat caffeinated? You acceptable to go?

Keith Speights: Absolutely.

Alicia Alfiere: Ready.

Tim Beyers: Well, let's bash it. We're going to commencement with Micron Technology. Will Micron bushed the marketplace again successful 2026? Let maine archer you, this was a large twelvemonth for the shaper of representation technology. These are representation chips. Anytime you person chips that bash processing and you person chips that assistance to instrumentality the information that you are going to bash immoderate processing and store that data, marque that information disposable and that's what representation does. Micron present performed the marketplace by astir 143% twelvemonth to date. That is outrageous. There's immoderate reasons for this and I'll springiness you immoderate overview. The financials for fiscal 2025, truthful far, what we tin spot gross jumping to 49% oregon this is what the projections are for 37.4 billion, gross margins expanding to implicit 40%, truly large numbers. We besides person immense returns successful presumption of precocious bandwith memory. This is simply a exertion that Micron has been starring the marketplace in. The champion mode I tin picture precocious set with memory, Alicia, is you instrumentality representation chips and you stack them. You marque them similar a small tiny skyscraper connected your motherboard and they enactment unneurotic and they are beauteous important for information halfway buildout and AI buildout and determination has been a batch of demand. Before I footwear it to you here, fto maine springiness you this. CEO Sanjay Mehrotra said that each HBM capableness was sold retired for some 2024 and 2025 with 2026 mostly already committed. That sounds beauteous good, Alicia. When you look astatine Micron, what did you spot for 2025 truthful acold and what's your prediction for 2026? Does it bushed the marketplace again?