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    • TortorTortor
      ·05-09 04:03
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      Memory Stocks Continue to Surge. What's Driving Micron and Sandisk Higher. -- Barrons.com

      Micron Technology and Sandisk stock continued their historic rally this week, thanks to a flurry of headlines signaling overwhelming demand and limited supply for memory.Micron, the memory chip maker, jumped 11% Friday, putting it on pace to end the week up 32%. That would mark the stock's best weekly performance since 2008, according to Dow Jones Market Data.Sandisk, which specializes in flash memory, rose 12% Friday. Up 26% on the week, shares have soared roughly 4,000% since the company spun off from Western Digital last February.Quarterly reports from the largest tech companies have pointed to the continued growth of AI investments and a shortage of components, memory perhaps chief among them. It came as no surprise last week when Sandisk breezed past quarterly earnings expectations in this backdrop.Although the stock prices have soared, investors aren't driving up shares on hype alone. Sandisk trades at 9.5 times projected earnings over the next 12 months and Micron trades at 8.6
      Memory Stocks Continue to Surge. What's Driving Micron and Sandisk Higher. -- Barrons.com
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    • TortorTortor
      ·03-19
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      Klarna Confronts Multiple Challenges as Market Value Plummets and Executives Depart

      Financial services firm Klarna Group plc (KLAR.US) is confronting a series of significant challenges following the departure of several senior executives, including its head of investor relations....
      Klarna Confronts Multiple Challenges as Market Value Plummets and Executives Depart
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    • TortorTortor
      ·03-18
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      Option Focus | Micron Sees Bearish Spread Positioning Ahead of Earnings; Longer-Dated Bets Turn Aggressively Bullish to $620–$750

      $Micron Technology(MU)$ is set to report earnings after the close on March 18, with the options market bracing for a potentially sharp move. The stock was last trading at $461.69, while options...
      Option Focus | Micron Sees Bearish Spread Positioning Ahead of Earnings; Longer-Dated Bets Turn Aggressively Bullish to $620–$750
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    • TortorTortor
      ·02-25
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      Stock Track | Klarna Group Soars 5.03% Intraday on Strong User Growth Announcement

      Klarna Group plc (KLAR) saw its stock price soar 5.03% during intraday trading on Wednesday, following the company's announcement of impressive user growth metrics.The digital bank services provider...
      Stock Track | Klarna Group Soars 5.03% Intraday on Strong User Growth Announcement
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    • TortorTortor
      ·02-20
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      Nvidia Dumped It, Cathie Wood Snapped It Up. This Pharma Stock Is Splitting Wall Street

      One person’s trash is another person’s treasure.
      Nvidia Dumped It, Cathie Wood Snapped It Up. This Pharma Stock Is Splitting Wall Street
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    • TortorTortor
      ·01-28
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      Top Calls on Wall Street: Apple, Tesla, Nvidia, Amazon, CoreWeave, Strategy, Disney, and More

      Here are the biggest calls on Wall Street on Tuesday:Evercore ISI reiterates Apple as outperformThe firm says it’s bullish ahead of earnings later this week.“We remain positive on shares of AAPL...
      Top Calls on Wall Street: Apple, Tesla, Nvidia, Amazon, CoreWeave, Strategy, Disney, and More
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    • TortorTortor
      ·01-28
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      Top Calls on Wall Street: Apple, Tesla, Nvidia, Amazon, CoreWeave, Strategy, Disney, and More

      Here are the biggest calls on Wall Street on Tuesday:Evercore ISI reiterates Apple as outperformThe firm says it’s bullish ahead of earnings later this week.“We remain positive on shares of AAPL...
      Top Calls on Wall Street: Apple, Tesla, Nvidia, Amazon, CoreWeave, Strategy, Disney, and More
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    • TortorTortor
      ·01-28
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      Nancy Pelosi Discloses Buys Of Nvidia, Apple, AllianceBernstein, And More; Sells Some Stakes

      Nancy Pelosi discloses millions of dollars in stock purchases, stock sales, options transactions and donated shares. Here's a look at the trades.
      Nancy Pelosi Discloses Buys Of Nvidia, Apple, AllianceBernstein, And More; Sells Some Stakes
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    • TortorTortor
      ·01-27
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      These fintech stocks could be big winners from Trump's 'populism' push, according to Citi

      Analysts say fintech stocks look like prime beneficiaries of a changing regulatory environment and Trump's 'affordability' initiatives. SoFi could benefit from shifts in the lending market and a healthier U.S. consumer, Citi analysts say.As President Donald Trump talks up his themes of populism, investors can benefit - but they've been seeking out stock opportunities in the wrong places, according to Citi analysts."Traders have been looking for potential beneficiaries, even relative ones, in consumer stocks, but we think investors may be missing a more interesting opportunity in fintech," or financial technology, wrote a team of analysts led by Drew Petitt.Whether Trump's various "affordability" pushes prove successful is an open question. But if "populism" measures like a proposed one-year cap on credit-card interest rates and limits on institutional home purchases actually leave Americans with more spending power, it's not just retailers that would win, the Citi team said. The analys
      These fintech stocks could be big winners from Trump's 'populism' push, according to Citi
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    • TortorTortor
      ·01-26
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      Nvidia Invests $2 Billion in CoreWeave, Expands Partnership

      Nvidia has invested $2 billion in CoreWeave at a ​purchase price of $87.20 per share.
      Nvidia Invests $2 Billion in CoreWeave, Expands Partnership
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