Stifel lifts Microsoft (MSFT) target to $530 but keeps Hold rating as Azure accelerates to 43% growth and Copilot adoption expands despite competitive risks.
Micron (MU) rose 6.1%, SanDisk jumped 11.9%, and SK Hynix climbed 8.1% Friday as AI demand and tight memory supply fueled a sector-wide rally.
Foxconn (2354.TW) shares rose 3% after posting record August revenue of $29B, driven by AI server demand. Q3 expected to beat market forecasts.
Vodafone (VOD) stock rises 2% after Goldman Sachs issues rare double-upgrade to Buy, citing improving cash flow and shareholder returns outlook.
Anthropic delays its highly anticipated IPO to mid-October, pushing prospectus release to late September as it finalizes a $15B credit facility.
Bernstein views Howmet Aerospace (HWM) stock dip as buying chance despite SpaceX news. Strong Q2 earnings and market dominance support $328 price target.
CFTC moves to dismiss CME Group lawsuit over Kalshi’s Bitcoin perpetual futures, arguing CME lacks standing and hasn’t proven financial injury.
TLDR Tether abandoned two Uruguay Bitcoin mining sites after a prolonged electricity dispute with state utility UTE. A former contractor estimated Tether invested roughly…
TLDR Ripple Prime closed an upsized $275 million private placement of senior…
TLDR Metaplanet will contribute 2,100 Bitcoin and $2.5 million cash to Super…
TLDR Nvidia committed up to $105 billion in guarantees supporting OpenAI’s planned…
Stifel lifts Microsoft (MSFT) target to $530 but keeps Hold rating as Azure accelerates to 43% growth and Copilot adoption expands despite competitive risks.
TLDR DeepSeek launched V4-Flash-Vision-Exp, adding image and screenshot understanding to its existing V4 Flash model. DeepSeek says its experimental model approaches Claude Opus 4.8 performance on…
Reviews
TLDR China’s 2030 plan prioritizes AI, blockchain, advanced chips, quantum technology and…
TLDR Dimon says the Iran conflict could raise inflation and interest rates.…
TLDR China’s 2030 plan prioritizes AI, blockchain, advanced chips, quantum technology and…
TLDR WTI crude fell 5.05% to $80.39 as traders reduced Middle East…
TLDR: Gwyneth Paltrow has sold her Brentwood mansion for $22 million, down from initial asking price of $29.99 million The…
TLDR Hyperliquid Policy Center and trade[XYZ] asked the SEC to consider regulated pre-IPO perpetual markets nationwide. IPOP contracts offer price exposure before public listings without granting…
Guides
TLDR X Money rollout brings payments and savings features inside X platform.…


