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  • Luke Kawa

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Micron soars as UBS more than triples price target to $1,625, predicting a near $2 trillion memory juggernaut

UBS argues that a) Micron’s future profitability is still underappreciated, and b) investors should be willing to pay more for these earnings, because a large…

Quantum computing CEOs hope “validating” government backing proves their technology is no longer speculative

The government funding is a push to boost the foundational elements of quantum computing to get the industry ready for prime time. The CEOs of…

What Wall Street’s saying about Nvidia’s Q1 results

A makeover beautifies the growth outlook; so does the CPU opportunity.

GameStop boosts eBay stake to 6.55% after e-commerce platform rejected its $55.5 billion offer

GameStop has only had to spend around $10 million to gain economic exposure to about 29.1 million shares of eBay.

Semiconductors surge as yield spike abates, Nvidia earnings await

Oh, and executives spent all of Tuesday talking up the strength of demand for AI infrastructure.

What Wall Street’s looking for from Nvidia’s Q1 results

Further upside to its $1 trillion revenue guidance, more customer success, and shareholder returns.

AMC rallies after CEO Adam Aron purchases 250,000 shares

The purchase brings his holdings of company stock above 2.4 million.

Hyperliquid Strategies spikes on report that the SEC will soon greenlight an “innovation exemption” for tokenized stocks

Per the report, crypto wrappers of stocks may be allowed even if the underlying company doesn’t consent.