Micron (MU) receives price targets up to $500 from Deutsche Bank and Needham following record Q1 results and tight memory supply driven by AI demand.
Author: Trader Edge
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Visa stock rises despite Mexico blocking its Prosa acquisition. Investors weigh regulatory hurdles, tariff changes, and market signals for the payments giant.
Vanda Pharmaceuticals (VNDA) stock jumps 44% after FDA approves BYSANTI for Bipolar I and Schizophrenia treatment, with patent protection until 2044.
SGN stock jumps 107% in one week as Signing Day Sports finalizes exchange ratio for BlockchAIn merger, guaranteeing stockholders 8.5% post-transaction.
Robinhood (HOOD) stock climbs slightly as Goldman Sachs cuts price target but keeps Buy rating. January momentum and March event in focus for investors.
Oil prices declined 1% Monday as Trump imposed 15% tariffs and US-Iran nuclear negotiations progressed. Goldman Sachs increased its 2026 Brent forecast to $64.
SEC staff approves 2% haircut on qualifying stablecoins for broker-dealers under Rule 15c3-1, providing capital planning clarity with strict requirements.
Nio shares jumped 4% in Hong Kong after recording 177,627 battery swaps in one day and forecasting its first adjusted operating profit for Q4 2025.
Amazon stock inches up as company launches its second-largest Asian office in Bengaluru, housing 7,000 employees and strengthening its India presence.
Amazon (AMZN) overtakes Walmart (WMT) with $716.9B revenue vs $713.2B, ending Walmart’s 24-year reign. AWS grows 20% as Amazon targets double-digit growth.
An AI trading bot called Lobstar Wilde accidentally sent its entire balance of 52 million LOBSTAR tokens worth $250K to a user requesting a small donation.
TLDR Nvidia shares climbed nearly 8% Friday following CEO Jensen Huang’s defense of the tech sector’s AI infrastructure investments Tech giants could collectively spend $660 billion this year on AI capex, with much going toward Nvidia chips Huang described the spending as the biggest infrastructure buildout ever, driven by strong monetizable demand All Nvidia GPUs sold in the past six years remain fully rented, demonstrating sustained AI computing demand CEO argues spending is sustainable because companies expect rising cash flows from AI-powered revenue growth Nvidia stock rallied nearly 8% Friday after CEO Jensen Huang defended the tech industry’s massive AI…
TLDR Take-Two Interactive (TTWO) reported Q3 net bookings of $1.76 billion, beating the $1.58 billion estimate by 11%. Recurrent consumer spending grew 23% year-over-year with Grand Theft Auto Online up 27% and NBA 2K up 30%. The company raised full-year 2026 guidance by $225 million to $6.68 billion despite stock falling over 5%. Jim Cramer called TTWO a “great stock” and said investors are getting a buying opportunity after the decline. Concerns about Google’s Project Genie AI platform triggered the selloff despite strong results and GTA VI on track for November. Take-Two Interactive shares fell more than 5% despite crushing…
TLDR Caterpillar stock climbed 7.1% to $726.38 Friday after Wall Street Zen upgraded shares from hold to buy following strong Q4 results Company beat estimates with $5.16 EPS versus $4.67 expected and posted record $19.13 billion quarterly revenue Record $51.2 billion backlog driven by AI data center infrastructure demand provides multi-year revenue visibility Analysts raised price targets with HSBC hitting $850 as 16 firms now rate stock buy versus seven holds Insiders sold $78.3 million in shares last quarter while tariff pressures squeeze margins despite revenue growth Caterpillar stock surged 7.1% Friday following a Wall Street Zen upgrade to buy…
TLDR Lumen Technologies (LUMN) stock rocketed 29.2% Friday after a brutal post-earnings selloff, fueled by CEO Kate Johnson’s $500,000 share purchase. Johnson bought 78,685 shares at $6.35 Thursday, a day after the stock plunged 17% following quarterly results that disappointed investors. The company reported fourth-quarter earnings that beat estimates but revenue only met expectations, with cash flow guidance of $1.2-$1.4 billion. Lumen sold its consumer fiber business to AT&T for $4.8 billion, cutting debt to 3.8 times EBITDA while refocusing on enterprise customers. Growth products now account for 47% of enterprise revenue and expanded 7% last year, though overall revenue…