Highlights
Recent News
Marvell Technology’s Divergent Signals: Record Growth, a $12 Billion Google Deal, and a 35% Monthly Drop
The analyst community is tearing itself in two over Marvell Technology. KeyBanc just slapped a $400 price target on the...
T1 Energy’s $184 Million Bond Buys a Bridge, But Cash Burn Keeps the Stock in Freefall
The disconnect between T1 Energy’s factory-floor momentum and its stock price has rarely been wider. Shares of the Austin-based solar...
Rigetti Computing: Cash Cushion Meets Valuation Ceiling as Quantum Sector Rebalances
Rigetti Computing is navigating a punishing stretch that combines a sector-wide rotation out of high-risk tech with intensifying scrutiny of...
Kimi K3 Guts Chip Stocks as Capital Hunts AI’s Second Wave
Dear readers, Yesterday we mentioned that Moonshot AI's Kimi K3 model had "rattled" the industry. By Friday's close, rattled looked...
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Net Worth
Lang & Schwarz Trades Below Book Value as It Unveils €30m Structured Products Profit and €2 Dividend
Lang & Schwarz finds itself in an unusual position: its market capitalisation has slipped below its own...
Behind Micron’s 25% Rout: A Fully Booked HBM Pipeline and $25 Billion in New Factories
The sell-off in Micron Technology shares has been brutal, but the company’s order book tells a different...
SanDisk’s Plunge Meets a Wall of Institutional Buying as Analysts Split on AI Demand
SanDisk finds itself at the center of a sharp disconnect that has become the defining story of...
From Cost Center to Cloud: Meta’s Infrastructure Avalanche Meets a Skeptical Analyst
Meta Platforms is writing the biggest check in its history for data centers, and now Wall Street...