Deutsche Bank upgraded $CoreWeave, Inc.(CRWV)$ to Buy and raised the price target from $100 to $140. This follows Nvidia's $2 billion investment in the AI infrastructure company.
The Trump administration has announced a new round of 15 drugs selected for Medicare drug pricing. This will reduce costs for $UnitedHealth(UNH)$ , which primarily handles Medicare. This is very bullish as it could increase $UnitedHealth(UNH)$ 's profit margins. These price controls are positive for $UnitedHealth(UNH)$ but negative for $Eli Lilly(LLY)$ and ABBV. How might investors view these developments?
$UnitedHealth(UNH)$ A good article by the montey fool. Pretty much every major analysis out there thinks it's worth more than 294, some by a lot. Every major analysis plus buffet? A 20% downgrade for something that isn't even set in stone. Give me a break. This stock is going to bounce.
What is the MCR? It measures the percentage of premium revenue spent on medical claims and healthcare services for policy members. For $UnitedHealth(UNH)$ , the company uses $0.89 of every dollar from premiums to pay for medical care.
$SPDR S&P 500 ETF Trust(SPY)$ Small corrections like 10% could still happen. But they won't allow a 50% drop. Those times are over, so put your popcorn away. After corrections end, it's a major rush to get in. Just look at the last ten years.
$SanDisk Corp.(SNDK)$ Morgan Stanley note part two highlights NVIDIA's KV Cache description for Vera Rubin as a stock driver. Most industry contacts seem only vaguely aware of specifics, though cloud demand forecasts point to substantial increases ahead. We're significantly raising NAND pricing estimates again while keeping December quarter projections aligned with management guidance. March quarter modelling now shows: revenue $2.94bn/non-GAAP GM 52.6%/non-GAAP EPS $5.71 versus prior $2.64bn/48.3%/$4.27. This reflects moving NAND ASP from up 10% q/q to up 20% and bits from down 8% q/q to down 6% q/q. For full CY26, estimates shift from $12.6bn/53.3%/$24.82 to $14.56bn/58.1%/$33.75. With numbers climbing, our through-cycle $13 earnings power
$iShares Silver Trust(SLV)$ FOMO plus short squeeze, combined with geopolitical uncertainty, industrial demand, and physical silver shortage, could push silver prices to $1000.
$SanDisk Corp.(SNDK)$ Profit taking is healthy, and the price handled it quite well. No way I'm selling, even if the forecasts are only half true, this will go down as the best stock ever. It will make $NVIDIA(NVDA)$ and $Palantir Technologies Inc.(PLTR)$ look like child's play, and it sort of already has.
$SPDR S&P 500 ETF Trust(SPY)$ Significant capital is accumulating Bitcoin as retail participants exit positions. Holdings among medium-to-large investors hit a three-year peak. Entities holding 10 to 1,000 BTC recently added approximately 111,000 coins according to blockchain metrics, marking a notable accumulation phase. This cohort comprising high-net-worth individuals and institutional-scale holders now controls nearly 6.6 million coins collectively.