SMCI stock surged 17% on Q3 earnings beat, but revenue missed by 17% and cash flow turned negative $6.6B amid mounting legal and financial pressures.
Texas Instruments (TXN) stock surged to a 52-week high of $313.15 after a Seaport upgrade and 90% data center growth. Q1 EPS beat at $1.68 drives momentum.
Uber (UBER) stock declined 1.9% after Bloomberg revealed the company is weighing a full acquisition of Delivery Hero, where it currently holds a 19.5% stake.
MP Materials (MP) gains 5.1% as Barclays initiates coverage with Buy rating, achieving rare unanimous analyst support despite valuation warnings.
Micron (MU) begins 1-alpha DRAM production in Virginia as BofA raises price target to $950. Stock dips 1% despite AI-driven memory demand outlook.
Qualcomm (QCOM) stock surges 12% on expanded Stellantis partnership for Snapdragon chips and aiMotive integration. Melius sets $220 target.
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SMCI stock surged 17% on Q3 earnings beat, but revenue missed by 17% and cash flow turned negative $6.6B amid mounting legal and financial pressures.
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Reviews
Anthropic joins Blackstone and Goldman Sachs in a $1.5B enterprise AI venture targeting private equity-backed companies with advanced automation solutions.
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Guides
TLDR X Money rollout brings payments and savings features inside X platform.…


