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06-25 19:16

Micron's blowout earnings; AI chips high demand

Micron's blowout earnings just reset the AI memory trade‌ ‌$Micron Technology(MU)$  ‌ The AI memory scare ran straight into Micron's profit machine on Wednesday, sending its stock soaring. Micron (MU) and SK Hynix (000660.KS) had been two of the cleanest ways to trade the AI memory boom this year, both crushing the broader chip index before this week's sell-off. But on Tuesday, the Philadelphia Semiconductor Index (^SOX) had its second-worst day of the past year, while Micron had its worst day since the depths of the "Liberation Day" sell-off in April 2025. Then Micron answered. The company posted record revenue, record gross margin, and record earnings for Q3, then said it has signed 16 strategic customer agreements designed to lock in supply
Micron's blowout earnings; AI chips high demand
avatarDeonc
06-24 20:34
Why SpaceX's drop some much? $SpaceX(SPCX)$   If you ask why SpaceX drop 16% ; the main reasons appear to be: IPO hype faded – After its huge 2026 IPO, the stock surged rapidly and reached very high valuations. Many investors then took profits, causing a sharp pullback.  Concerns about debt and spending – Investors became worried after SpaceX announced plans to issue bonds and take on more debt, partly related to large AI investments and financing needs.  Valuation concerns – Some analysts and investors believe the stock price ran far ahead of the company's current earnings and cash flow, making it vulnerable to a correction.  Broader tech selloff – Many technology and AI-related stocks declined at the same time because of conc
avatarDeonc
06-22

Alphabet's Google to Invest $75 Million in A24 as Part of AI Partnership

Market Chatter:  MT Newswires Live $Alphabet(GOOG)$  $Alphabet(GOOGL)$   43 minutes ago Alphabet's (GOOG, GOOGL) Google is investing about $75 million in independent studio A24 as part of a new partnership to research and develop artificial intelligence tools for film production and distribution, The Wall Street Journal reported Monday, citing people familiar with the situation. The investment marks the first time Google has taken an equity stake in a film studio and the multiyear, nonexclusive deal does not give Google access to A24's film and television library or other proprietary data, the report said. Google and A24 did not
Alphabet's Google to Invest $75 Million in A24 as Part of AI Partnership
avatarDeonc
06-21

The Cursor Acquisition Tells You Exactly Which AI Stocks to Own Next

$SpaceX(SPCX)$   The bottlenecks — GPUs, memory, networking, power — are the trade 3h ago · By Luke Lango, InvestorPlace Senior Investment Analyst SpaceX’s $60 billion Cursor acquisition – the largest VC-backed startup deal in history – signals that agentic AI deployment is the next phase of the boom, with agentic inference workloads running 20–50x more compute-intensive than training-era queries. The Jevons Paradox predicts that cheaper AI coding tools won’t reduce infrastructure demand. They’ll multiply it: more software built by agents means more inference compute, more GPUs, more networking, more memory, more power, and more cooling required around the clock. The physical bottlenecks of the agentic inference supercycle – GPU supply , high
The Cursor Acquisition Tells You Exactly Which AI Stocks to Own Next
avatarDeonc
06-19

Very Good Response By Tiger's AI on ABNB

$Airbnb, Inc.(ABNB)$   <<*&Generated by  Tiger's AI>>[[[ Based on the recent news flow, the outlook for the Bitwise Bitcoin ETF (BITB) is predominantly bearish, driven by significant institutional selling and broad market pressure on Bitcoin spot ETFs. Conclusion: Bearish sentiment dominates BITB recently, driven by heavy institutional outflows and a broad sell-off in Bitcoin spot ETFs. Key Information Massive Institutional Outflows: A recent report indicates that Bitcoin spot ETFs experienced a "bloodbath" with institutions sharply cutting positions. Notably, BlackRock alone dumped $1 billion in a single week4. This suggests a significant shift in sentiment from major market participan
Very Good Response By Tiger's AI on ABNB
avatarDeonc
06-18

Intel gains 7% after Trump says company will partner with Apple on U.S. chip design

Published Thu, Jun 18 2026 4:45 AM EDT Updated An Hour Ago Kai Nicol-Schwarz @in/kains WATCH LIVE KEY POINTS Intel's stock climbed 7% on Thursday. The rally came after President Donald Trump said on Truth Social that the semiconductor company had agreed to a deal with Apple to design and build chips in the U.S. Intel's stock has seen significant gains recently after struggling for years, having relinquished its dominant market position. In this article $NVIDIA(NVDA)$  $Intel(INTC)$   $Apple(AAPL)$   Intel's stock rose 7% on Thursday, after President Donald Trump
Intel gains 7% after Trump says company will partner with Apple on U.S. chip design
avatarDeonc
06-15
 I bought $SpaceX(SPCX)$ for  shorten plan.
avatarDeonc
06-13

How was first Day SpaceX IPO trades like?

$SpaceX(SPCX)$   This is what a SpaceX IPO would likely look like: On day one, the stock price surges. Retail investors rush in to buy, while insiders take the opportunity to sell. This isn't a prediction—it's the pattern seen in virtually every major IPO in history. Over the next six months, the stock gradually declines, while retail investors continue holding on and hoping for a rebound. Eventually, the hype fades, and everyone who bought on the first day is sitting on losses. At that point, institutional investors quietly begin accumulating shares at the prices they actually wanted.
How was first Day SpaceX IPO trades like?
avatarDeonc
06-12

SpaceX's opening price is between $170 and $175!!!

$SpaceX(SPCX)$   $Tesla Motors(TSLA)$  The first indication for SpaceX's opening price is between $170 and $175, according to a person familiar with the matter. The IPO priced shares at $135 each. Traders see an indicated price range throughout the day before an IPO starts trading. This number is frequently updated as more buy and sell orders are submitted or adjusted. The shares aren't expected to open for trading until later Friday.
SpaceX's opening price is between $170 and $175!!!
avatarDeonc
06-09

The AI buildout is printing money for memory-chip suppliers.

The AI buildout is printing money for memory-chip suppliers. But device-makers and their customers are getting slammed. $Dell Technologies Inc.(DELL)$   $Intel(INTC)$  $NVIDIA(NVDA)$  $Advanced Micro Devices(AMD)$   Most of the artificial-intelligence story gets told from the supplier side, where the numbers are spectacular. On the other side are the companies that buy that memory and build it into things they sell: game consoles, phones, laptops and the components inside a deskto
The AI buildout is printing money for memory-chip suppliers.
avatarDeonc
06-08

Trump Calls for Immediate End to Israel-Iran Hostilities

$SPDR S&P 500 ETF Trust(SPY)$  $Nasdaq 100 Trust(QQQ)$  $Dow Jones(.DJI)$   Tiger Newspress 17:46 U.S. President Donald Trump on Monday urged Israel and Iran to immediately cease military hostilities, issuing a brief but direct appeal on social media amid escalating tensions in the Middle East. In a post published on his official account, Trump wrote, “Israel and Iran must immediately stop ‘shooting.’” The message was posted just minutes before attracting hundreds of comments, shares, and reactions from users online. The statement comes as concerns grow o
Trump Calls for Immediate End to Israel-Iran Hostilities
avatarDeonc
06-05

Dell Technologies drops more today.

Stock Track | Dell Technologies Plummets 5.15% Intraday Amid Director-Linked Share Sales and AI Stock Selloff $Dell Technologies Inc.(DELL)$   Stock Track 22:01 Dell Technologies Inc. (DELL) stock plummeted 5.15% during intraday trading on Friday, extending a recent pullback from all-time highs. The decline follows SEC filings revealing that on June 1, multiple fund accounts affiliated with Silver Lake Capital executed coordinated transactions totaling approximately 254,200 shares worth roughly $115 million. These sales were not from a single account but were simultaneously executed by multiple director-affiliated entities, raising market concerns over large shareholders cashing out at elevated levels. The sello
Dell Technologies drops more today.
avatarDeonc
06-04

Dell's Investor Cash Out

Stock Track | Dell Technologies Plummets 5.24% Intraday as Major Shareholders Cash Out After Historic Rally $Dell Technologies Inc.(DELL)$   Dell Technologies Inc. (DELL) shares plummeted 5.24% during Thursday's intraday session, extending a sharp pullback from recent highs. The decline follows a period of intense volatility and significant selling activity by the company's major shareholders and insiders. According to regulatory filings, multiple Silver Lake entities, which are substantial owners and have representation on Dell's board, executed large-scale sales of Dell common stock. These transactions, reported on June 1, involved the conversion and sale of hundreds of thousands of shares. Furthermore, a Form
Dell's Investor Cash Out
avatarDeonc
06-01

Dell Technologies announcing a new laptop to compete

$Dell Technologies Inc.(DELL)$   Dell Technologies was adding to its recent gains early on Monday after announcing a new laptop to compete with the latest hardware from Apple. Dell unveiled the XPS 13 laptop on Sunday. It is priced at $699 but discounted to $599 for students during the \"back-to-school season.\" That makes it a direct competitor to Apple's MacBook Neo, the iPhone maker's laptop which it launched in March with a price of $599, or $499 for students. The relatively low price for Apple hardware was taken by analysts to be a grab for market share as the soaring cost of memory components drives up prices elsewhere in the market. However, Dell is fighting back. \"XPS 13 arrives at its most accessible p
Dell Technologies announcing a new laptop to compete
avatarDeonc
05-30

Dell soars most since 2018

Dell soars most since 2018 on outlook fuelled by AI servers $Dell Technologies Inc.(DELL)$   Dell soars most since 2018 on outlook fuelled by AI servers By Brody Ford / Bloomberg 29 May 2026, 09:18 am Updated - 30 May 2026 09:37 am (May 30): Dell Technologies Inc shares surged the most since the company returned to the public markets in December 2018, lifted by an outlook for annual sales that far surpassed expectations on demand for servers that power artificial intelligence (AI) work. Revenue in the fiscal year ending in January 2027 will be about US$167 billion (RM663.07 billion), including US$60 billion from the sale of AI servers, the Texas-based company said Thursday in a statement. That’s up from a prior
Dell soars most since 2018
avatarDeonc
05-29

Snowflake surged 34%

Snowflake Expands AWS Collaboration with $6B Commitment to Accelerate Enterprise Agentic AI Adoption ‌$Snowflake(SNOW)$  ‌  The collaboration brings generative and agentic AI capabilities directly to enterprise data to help joint customers build and deploy AI-powered applications faster and more securely Multi-year strategic agreement expands joint investments in customer success, workload migrations, and go-to-market, as Snowflake surpasses $7 billion in lifetime AWS Marketplace sales Snowflake commits $6 billion in Graviton compute and AI spend on AWS over five years, reflecting accelerating demand for data and AI workloads Customers like Fetch and Hex are deploying AI applications on governed data with Snowflake on AWS MENLO PARK, Cal
Snowflake surged 34%
avatarDeonc
05-28

Booking Holdings vs. Airbnb: What Their Revenue Trends Tell

Booking Holdings vs. Airbnb: What Their Revenue Trends Tell Investors‌ ‌[得意] ‌‌[得意] ‌‌[得意] ‌‌[得意] ‌‌[得意] ‌‌[得意] ‌‌[得意] ‌‌[得意] ‌‌[得意] ‌‌[得意] ‌‌[得意] ‌‌[得意] ‌‌[得意] ‌ Booking Holdings: Managing Seasonal Revenue Cycles Booking (NASDAQ:‌$Booking Holdings(BKNG)$  ‌) provides travel and restaurant online reservation services globally, offering consumers options for flights, rental cars, and hotel distribution. It recently executed a stock split, and for the quarter ended March 31, 2026, it repor
Booking Holdings vs. Airbnb: What Their Revenue Trends Tell
avatarDeonc
05-26

SpaceX Starlink Fee Hike Shows Musk’s Growing Grip on Pentagon Defense Tech

$SpaceX(SPCX)$   SpaceX Starlink Fee Hike Shows Musk’s Growing Grip on Pentagon Defense Tech Story Highlights SpaceX reportedly raised monthly Starlink connection costs for certain U.S. LUCAS drones to about $25,000 per terminal, up from roughly $5,000, as the Pentagon leaned more heavily on the network during the war with Iran. The dispute highlights Starlink’s growing role in U.S. defense infrastructure, a potential revenue driver for SpaceX ahead of a possible IPO, but also a source of scrutiny as the Pentagon becomes more dependent on one private company. , Elon Musk’s private aerospace and satellite internet company, is pressing the Pentagon for much higher Starlink fees as the U.S. military leans more heavily on the network during the w
SpaceX Starlink Fee Hike Shows Musk’s Growing Grip on Pentagon Defense Tech
avatarDeonc
05-26

Is NVIDIA Undervalued?

$NVIDIA(NVDA)$  ‌ Latest Quarterly Results (Q1 CY2026 / FY2027) NVIDIA delivered another very strong quarter, beating Wall Street expectations again. The company continues benefiting from the global AI boom and strong demand for data center GPUs 🚀 What Is Driving NVIDIA Growth? 1. 🤖 AI Demand Explosion The biggest growth engine is: AI servers AI training chips Cloud computing Enterprise AI adoption Major customers include: Microsoft Amazon Google Meta AI infrastructure spending remains extremely strong globally. ‌ 2. 🖥️ Data Center Dominance Data Center revenue now contributes the majority of NVIDIA’s business. Key points: Blackwell AI chips ramping strongly Hyperscalers still spending aggressively Sovereign AI demand rising globally Enterpr
Is NVIDIA Undervalued?
avatarDeonc
05-25

Assessing Nvidia (NVDA) Valuation After Record Results Dividend Hike And US$80b Buyback

$NVIDIA(NVDA)$   May 24, 2026 Simply Wall St NVIDIA (NVDA) just reported record quarterly results, paired with a 25x dividend increase to US$0.25 per share and a new US$80b buyback. This puts capital returns and AI growth firmly in focus for shareholders. See our latest analysis for NVIDIA. Despite a slight pullback around the results, with the share price down 1.9% over the last day and 4.4% over the past week, NVIDIA still shows firm momentum, with a 30 day share price return of 3.4% and a 1 year total shareholder return of 64.1% on the back of record AI demand, Vera CPU announcements and the expanded capital return program. If NVIDIA’s results have you rethinking your AI exposure, this is a good moment to loo
Assessing Nvidia (NVDA) Valuation After Record Results Dividend Hike And US$80b Buyback

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