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How Nvidia, Micron and a surprising jobs report drove last week's stock actionHere's a closer look at the three developments that drove the action in our portfolio last week.- Rivian tops Q3 delivery expectations, reconfirms 2026 guidanceRivian reported a year-over-year increase in vehicle deliveries of 46% during the third quarter.
- Nike is set to report earnings after the bell. Here's what to expectNike is expected to post another quarter of declining sales as the company tries to turn around its business and regain growth in China.
- Accenture rallies more than 20% after earnings beat, heads for best day everShares of Accenture surged Thursday after the company's fiscal fourth-quarter results beat estimates.
- Micron beats on earnings and issues strong guidance as data center revenue jumps 11-foldMicron is up over 500% in the past year as the company benefits from soaring AI demand.
- We're raising our Micron price target after an incredible quarter and robust guidanceMicron signaled that fiscal 2027 will be another strong year as demand for its memory products continues to exceed supply.
- Costco makes progress on a key membership metric. Here's our new price target on the stockCostco's membership renewal rates moved in the right direction. But the debate isn't totally settled just yet.
- Darden Restaurants stock falls as Olive Garden reports slower growthOlive Garden's same-store sales growth has slowed in recent quarters.
Pressure from the bond market hits a new level, and US stocks slide on worries about inflationPressure from the U.S. bond market hit a new level on Wall Street Wednesday after a surprisingly strong report on the economy raised worries about inflation, while oil prices halted their slide. The squeeze caused U.S. stocks to sink. Stocks wilted after the yield on the 10-year Treasury jumped to 5.10% from 4.96% late Tuesday, which is a considerable move for the bond market.
Palantir Reveals Its AI Sovereignty Strategy And Wall Street Is Starting to Believe ItPalantir Technologies Inc. (NASDAQ:PLTR) is up roughly 10% year-to-date and about 1% over the past year. Wall Street expects strong commercial momentum for Palantir following its latest updates around AI sovereignty. Palantir’s AIPCon 11 focused heavily on AI sovereignty rather than new models or compute partnerships, reinforcing the idea that enterprises and governments need AI […]
Cantor Fitzgerald Sees Big Upside in Securitize (SECZ): Is It Time to Buy?Securitize Corp. (NYSE:SECZ) shares jumped as investors digested favorable regulatory developments and Cantor Fitzgerald initiated coverage of the stock on September 21, giving it an Overweight rating and setting the price target at $21.20. The firm highlighted the company’s position in the tokenization of traditional financial assets, which appears to be at an early stage […]
Lockheed Martin (LMT) Is Spending Ahead on JATM. Will a Multiyear Contract Follow?Lockheed Martin Corporation (NYSE:LMT) signed a framework agreement with the U.S. Department of War on September 17 to accelerate production of the AIM-260 Joint Advanced Tactical Missile (JATM). The weapon is described as the most sophisticated U.S. air-to-air system and a direct response to China’s air threat. The agreement provides a long-term demand signal and […]
Can Accenture (ACN) Profit From AI Safety While AI Pressures Its Own Business Model?Accenture plc (NYSE:ACN) and Anthropic have formed a partnership to integrate evaluators within Anthropic to red-team its models and test its safeguards. Each company expects to invest at least $1 billion over five years. Accenture shares rose 6% in early post-market trading following the announcement. The partnership puts Accenture at the center of AI safety […]
Chewy (CHWY) vs. Petco (WOOF): Proven Growth Story or Turnaround Bet?On September 14, the two most-watched public companies in pet retail shared the same Goldman Sachs stage and offered very similar messages from very different starting places. Chewy, Inc. (NYSE:CHWY) is attempting to persuade investors that it has outgrown the term “online pet retailer” entirely, while Petco Health and Wellness Company, Inc. (NASDAQ:WOOF) is aiming […]
How Is Incyte’s Stock Performance Compared to Other Biotech Stocks?Incyte is gaining momentum, recently outperforming the biotech sector and keeping analysts broadly positive on the stock.
“The New Clippy”: Benioff Uses Salesforce’s Biggest Product Launch in Years to Challenge MicrosoftMarc Benioff is never one to pass up a chance to take a jab at Microsoft Corporation (NASDAQ:MSFT), and Dreamforce 2026 was no different. The Salesforce CEO used the company’s flagship annual conference in San Francisco to announce AIforce, the biggest product launch Salesforce, Inc. (NYSE:CRM) has made in years, and to once again refer […]
SK Hynix Is Eyeing Intel’s (INTC) Ohio Site. Why Micron (MU) Should Pay AttentionSK Hynix is exploring something it has never done before: manufacturing memory chips in the United States. Reuters reported on September 16 that the Korean memory giant is discussing several possibilities with Intel Corporation (NASDAQ:INTC), including leasing part of Intel’s long-delayed Ohio complex or forming a venture involving Intel and large cloud customers. SK Hynix […]
This Little-Known AI Chip Stock Doubled. Its New Chips Now Double Optical SpeedMACOM Technology Solutions is suddenly giving investors two numbers to think about: its stock has more than doubled over the past year, and its newest optical components push data rates toward another doubling. MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) announced a 3.2-terabit optical chipset on September 17 built around eight 448-Gbps PAM-4 channels. A day […]
Pat Gelsinger Just Backed a $100 Million Challenge to Nvidia’s AI Networking Moat. AMD Could BenefitFormer Intel CEO Pat Gelsinger is backing a startup that thinks AI’s next bottleneck is not the accelerator. It is everything waiting for data to arrive. Delos Data announced on September 15 that it raised more than $100 million to develop networking chips and software for increasingly heterogeneous AI data centers. Playground Global, where Gelsinger […]
Lumentum Jumped Nearly 10% While Corning Barely Moved. Is the AI Optics Trade Splitting Apart?When AI stocks rebounded last week, optical networking companies did not rebound equally. Lumentum Holdings Inc. (NASDAQ:LITE) jumped nearly 10% in Wednesday trading and led the S&P 500, while Coherent rose 6.9%. Corning Incorporated (NYSE:GLW) managed only a 0.4% gain and remained down sharply for the week. All three sit inside the same broad AI-connectivity […]