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Matt Phillips
Posts
Exxon and Chevron surge as oil rises; gold keeps getting clobbered
Energy is the sole bright spot for the S&P 500 since the start of the war.
Chip-smuggling charges against Super Micro cofounder boost rival server maker Dell
Other AI “system makers” are getting a lift from Super Micro’s legal snarl.Source: Sherwood News.
Planet Lab soars after earnings beat and positive analyst commentary
Analysts offered mostly glowing reviews of the company’s Q4 report, as the stock soared.Source: Sherwood News.
Intuit, Workday jump amid Iran war fueling flight-to-software trade
With the Middle East aflame, the boring world of corporate software — and its massive cash flows — suddenly looks good to investors.Source: Sherwood News.
Intuit, Workday jump amid Iran war fueling flight-to-software trade
With the Middle East aflame, the boring world of corporate software — and its massive cash flows — suddenly looks good to investors.Source: Sherwood News.
Rocket Lab slips with other momentum stocks despite DOD hypersonic test deal, new analyst “buy” call
The stock is flat, with the market looking at an ugly open related to the war.Source: Sherwood News.
Tech giants including Microsoft and Oracle can’t get data centers built fast enough. Construction stocks are ripping on the demand.
The buy-the-AI-bottleneck trade is starting to encompass builders, whose margins are rising.Source: Sherwood News.
Tech giants including Microsoft and Oracle can’t get data centers built fast enough. Construction stocks are ripping on the demand.
The buy-the-AI-bottleneck trade is starting to encompass builders, whose margins are rising.Source: Sherwood News.
Constellation, Talen, and NRG surge as BNP analysts see “golden (AI)ge” ahead for them
The French bank initiated coverage on all three stocks with an outperform rating and price targets that suggest an average of 50% upside to the…
Oklo up as analysts spotlight “permits progress”
But the revenue-free company plans to spend more on capex in the coming year.Source: Sherwood News.