NBIS Target Cut to $215 Amid Financing Doubts
The perma bull on $NBIS cutting their Price tgt to $215 and making a sly comment "We continue to believe that NBIS is innovating faster on the software front relative to other AIaaS peers, but we are slightly incrementally concerned that our assumption that NBIS will have a scalable financeable may prove longer, or even elusive, to demonstrate, leading us to not assume incremental potentially dilutive financings are being offset by increasing our terminal period market share estimates and thus temper our level of enthusiasm for NBIS shares. "
Dell Partners Outpace Q1 Forecast, Raising Guidance
3pdata shop out on $DELL latest research into DELL suggests partners are tracking ahead of F1Q plan across segments driven by pull-forward and similar to better win rates. We slightly raised our F1Q estimates and are ahead of cons...
T‑Mobile, TPG Team up to Bid for Uniti Group
Hearing on $UNIT -- T-Mobile and TPG are partnering on a bid to acquire Uniti Group [NASDAQ: UNIT], according to sources. TMT FINANCE
Silverlake In‑Kind Distros Trigger One‑Day Dell Dip
You can blame Silverlake In Kind Distros for today's move down on $DELL specifically converting the B's to C's , only expected to be a one day, Qtr end event
Calling for Short Trade Amid Rally,
Need this guy to go short today for a rally Aka the new Cramer https://t.co/zf7l5xKmaB
AppLovin’s Real Moat Is MAX Mediation, Not AXON
on $APP new short out now from HEDGEYE with a 30% downside report - AppLovin's competitive moat is not primarily AXON, its machine learning model. It is MAX, the mediation platform that controls over 60% of mobile...
Google Post Triggers DRAM and NAND Rally
So the DRAMs $MU / NAND $SNDK smoked today on a Google post dated last night Yet the abstract is from April 28 2025 Deepseek Bs moment https://t.co/It0N68O7YX
AVGO Q2 Beats Expectations Amid Strong AI Chip Demand
Hearing Midwest boutique lit up $AVGO, **quarter (Apr-26, 2Q26) is tracking better than expected, **Discussions with customers and at OFC suggest AI semiconductor demand (XPUs plus front- and back-end networking/optics) should remain strong for several quarters
MP Materials Spotlighted on 60 Minutes Sunday
on $MP MP Materials Mountain Pass rare earth mine and processing facility will be featured on 60 minutes this Sunday. https://t.co/fMqakwaDvz preview video of MP CEO James Litinsky https://t.co/9Q7tyfTTw5
Court Rules Reddit's Claims Distinct From Copyright Infringement
Reddit $RDDT gets significant win against Anthropic The Court tentatively agreed that Reddit’s claims are "qualitatively different" from copyright infringement. Specifically, the judge noted that the claims arise from alleged:Violations of contractual restrictions on how and why data is accessed.Technical...
Publicis Can't Block Brands Using TTD Under Direct JSA Contracts
Sounds pretty good to me Laura Martin from Needham calls the $TTD Publicis drama a Negotiating tactic and calling it shortlived. key implication is that Publicis can NOT stop brands spending money on TTD in cases where TTD has...
Genentech Exits SMA Program, Boosting SRRK’s Lead
Very positive development for $SRRK - Genentech ceases drug development to spinal muscular atrophy - puts SRRK clearly in the lead Cantor on it now https://t.co/IjCyBm2Kcv
Big OTM Call Surge Hits Biotech TERN at $55
That biotech $TERN that folks were murmuring about days ago getting some bigly OTM call buying in the March $55 strike Think it was this nutty guy https://t.co/YIWYwL0845
AXTI Faces Supply Risk as Competitor Secures Long-Term Deal
The comments sure seemed negative on $AXTI This will most definitely become an issue for $AXTI - One major customer saying denied the existence of an InP bottleneck while another secured a 7-year supply agreement with AXTI's main competitor, Sumitomo https://t.co/ooUWdVkK2o
FT‑Targeted Biotech Stocks Deliver Short‑Term Alpha
Good read on Biopharma M&A by RBC , little mention to Betaville, Bloomberg, FT , oand ofc the standout $RVMD Our biopharma team is out with an M&A discussion piece - given the importance of M&A to the sector, it is...
Roku Shares Surge Amid $18 B Valuation Talk
$ROKU gapping up , getting some attention on this M&A piece mentioning $122 Roku could cost in the range of $18 billion or more
Citi Initiates Buy on NBIS, Forecasting AI Surge
Citibank out on $NBIS now also, initiating with a BUY - $169 tgt We are initiating on Nebius (NBIS) with a Buy/High Risk, supported by a differentiated view on AI datacenter TAM growth, margin improvement, and NBIS’s capital‑efficient scaling. Citi forecasts...
CMS Delays Florida Direct Payment Approval for UHS
HEARING $UHS --negative call out right now- CMS has delayed Florida Direct payment approval due to CMS concerns-- capital forum confirmed
AMSC’s Superconductor Ship Shield Gains Momentum Amid Iran Mine Threat
I thought these comments were very key on $AMSC – American Superconductor for the mining issues in Iran "way to play marine defense (Strait of Hormuz) for their SPS (ship protection system) business". reports that Iran is placing mines in the Strait...
JEF May Bottom Before Broader Market, Despite Toomey Loyalty
I love Michael Toomey at Jefferies but might want to call a bottom in his own company $JEF before he calls a bottom in the markets Again, big fan of his long tenure
Jeff Green Poised for Major Announcement After $150M TTD Purchase
Expecting a big tout today from the Jeff Green , CEO of $TTD , after his $150M buy of $TTD https://t.co/8KUt1JKoTZ
Third Point Secures New, Undisclosed Stake in Generac
$GNRC Dan Loeb’s THIRD POINT has a big new stake in Generac Holdings (GNRC). NEW, previously undisclosed CONFIRMED
Bloom Energy Secures $500M IDF Contract, Expands U.S. Fuel‑
Bloom Energy $BE gets an additional $500M contract from IDF (Infrastructure Development Fund. Industrial Development Funding (IDF) is expanding its collaboration with Bloom and is now funding over $650 million of Bloom fuel-cell Energy Servers across three portfolios in...
ByteDance, Tencent Buying Chinese DRAM May Squeeze Western Memory Rivals
negative call going aroundo on $MU- Bytedance and Tencent are in talks to Buy more DRAM and NAND flash form two China firms. ChangXin and Yangtze Memory Technologie could pressure WDC MU SNDK https://t.co/ZXWt84acxg
Apple's 65% Share Signals Boost for SWKS
Comments at MSCO conference from $SWKS CEO are perhaps a positive tell for $AAPL being that they are a 65% customer to them
Morgan Stanley Reinstates NVIDIA as Top Pick, Eyes 2027 Growth
Certainly not the day for it but..... Morgan Stanley moving Moving $NVDA NVIDIA back to top pick in semis, PT stays at $260 In September, we shifted our top pick from NVIDIA to $NSK Sandisk, then in November shifted to Micron. The thesis...
Intel Set for MSCI Rebalance Boost; Google, Meta Sell
MSCI index rebalance TODAY Cherry picking $INTC has 5.5M shares to buy for the MSCI tonite a notable "few" sells $GOOG $META https://t.co/OEKl7nD5AW
Genovese Lifts AAOI Target to $125, Slams Rival Analyst
Mike Genovese at Rosenblatt, the goat on $AAOI , takes his target up to $125 A name I was sized up from $9 and $13 level (im flat as of 2 days ago) Kang over at Briley should be ashamed of his...
Needham Calls LQDA Sell‑off Overdone After UTHR Comments
Needham defending $LQDA , reits $52 PT - calls the reason for the sell off on comments from $UTHR management that they are seeing no impacts from the Yutrepia launch, We view the stock reaction in LQDA as overdone....
Morgan Stanley Downgrades Chinese Module Makers Amid Margin Pressure
Morgan Stanley downgraded some chinese Module makers , seems to be hitting $SNDK and $MU AI boosts NAND demand, but Asian module maker margins may soon compress. We see challenges for module makers with constrained supply, margin normalization, and weakening...
Nebius Price Target Lifted to $232 on $5.4B ARR Outlook
Nebius Group $NBIS price tgt raised to $232 at Northland Conservatively raising CY26 ending ARR estimate to $5.4B from $4B on strong 4Q25 incremental ARR and low end of CY26 capex plans. While we are not changing our...
