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UTEX
13 Nov, 14:32
Producer inflation below expectations. Samsung Electronics may buy data center cooling systems manufacturer Modine Manufacturing↗️ Cerebras Systems (CBRS) +10%. The chipmaker presented strong third-quarter results and announced a partnership with Microsoft.🚀 Modine Manufacturing (MOD) +38%. Samsung Electronics is in talks to acquire the data center cooling systems manufacturer. The potential deal could be closed within a few weeks.↘️ Cisco Systems (CSCO) -3%. The world's largest networking equipment maker gave a positive quarterly sales forecast that beat analyst estimates. The full-year forecast was also raised.↗️ Applied Materials (AMAT) +1%. One of the world's largest suppliers of manufacturing equipment, services, and software for semiconductor and display production. Earnings per share and revenue came in slightly above expectations. Applied Materials also gave a strong quarterly revenue forecast on the expectation that the AI race will support demand for its equipment. "We expect 2027 to be another record year for the market and Applied," CEO Gary Dickerson said.↗️ Newsmax (NMAX) +19%. The news media company reported earnings per share and revenue above expectations. Sales nearly doubled year-over-year — from $49.8M to $96M.↘️ Flowers Foods (FLO) -7%. The packaged bakery products manufacturer reported worse than expected and lowered its full-year forecasts amid declining retail sales volumes, increased promotional discounts, and sustained growth in raw material costs.↗️ Liftoff Mobile (LFTO) +21%. Developer of the Cortex AI platform for mobile app growth and monetization. The report is significantly better than the company's own estimates across all key metrics. Quarterly and annual forecasts were raised thanks to sustained growth in in-app advertising.🪙 Bitcoin has fallen below $70,000; BTC is currently trading around $69,350.Producer inflation (PPI) for October🔘MoM = +0.3% (expected +0.4%, previous +1.4%), 🔘YoY = +6.5% (expected +6.6%, previous +6.3%).UTEX
13 Nov, 10:35edited
Bitcoin is crashing like Satoshi cheated on his wife, too.$1.5B in liquidations over the past 24 hours.💰 BTC: $69,000 🪙 ETH: $1,900 💰 SOL: $80 🤑 XRP: $1.03Peter Schiff, who predicted the 2008 financial crisis and is a longtime crypto skeptic, declared that Bitcoin is in a “long-term bear market” after its price fell back below November 2021 levels.Adam Back, a cypherpunk legend and possible Satoshi Nakamoto, has bet that Bitcoin will surpass $1M by the end of 2028. His argument: more than 95% of institutional demand is still to come, as pension and investment funds — the largest sources of capital — have yet to start buying.Whichever side you take, UTEX is on yours — trading fees in our crypto section are lower than on Binance, OKX, and Bybit.🪙 Trade crypto: https://go.utex.io/crypto-exchangeUTEX
12 Nov, 17:09
Nvidia's drama could open up a new market for AMD 🕹Until Nvidia appoints a new permanent CEO, customers may shift some of their orders elsewhere.“There is no doubt that Nvidia will no longer be as aggressive in setting and exceeding targets as it has been over the past two to three years,” writes Bloomberg Intelligence's Mandeep Singh.AMD is a direct competitor in the AI accelerator market“AMD as a direct competitor, as well as Alphabet and Broadcom in the TPU segment, are natural near-term beneficiaries,” Anna Wu, investment strategist and founder of Floodlines Research, told Bloomberg.💼 AMD's data center revenue grew 97% year over year in the third quarter, while server sales doubled. Revenue is projected to grow 80% in 2027, with expenses growing at half that rate.💼 Google confirmed that AMD's EPYC Turin will serve as the host CPU for its TPU 8tx. OpenAI will use it for its Jalapeno ASIC, while Anthropic will integrate EPYC Venice into Helios.💼 Helios and Instinct MI455 are already being used by Anthropic, OpenAI, Meta, Microsoft, and Oracle. The MI500 series is set to launch in 2027.💼 The company's cash flows suggest a realistic price target of $634 per share, which would push AMD's market capitalization above $1T.Other players in this market📡 Broadcom. Expanding in custom AI chips (ASICs) and networking solutions.🔍 Google. Its TPUs are already 30% cheaper than Nvidia GPUs while offering comparable bandwidth. The company expects revenue from TPU sales to third-party customers to grow from $12B in 2026 to $135B by 2028.🛒 Amazon. Has its own accelerators for AWS.UTEX
12 Nov, 14:26
Nvidia changes CEO. Strategy to be removed from global indexes↘️ Nvidia (NVDA) -7%. Jensen Huang is resigning after revelations of extramarital affairs. The company's board of directors is beginning the search for a new CEO. CFO Collette Kress has been appointed interim CEO. Several investment firms have already cut their NVDA price targets.↗️ Eli Lilly (LLY) +2%. China's drug regulator approved the company's weight-loss pill — orforglipron.↘️ Strategy (MSTR) -5%. Index provider MSCI will remove Strategy and a number of other companies from its global indexes, which could reduce passive investment inflows into these stocks.↗️ AEVEX (AVEX) +13%. A defense technology company and prime contractor for the U.S. Department of Defense in unmanned and autonomous systems, aerial reconnaissance, and AI. Revenue grew 56% year-over-year. The company also raised its full-year guidance significantly. AEVEX presented Specter — a modular jet-powered platform for precision strikes.↗️ Tetra Tech (TTEK) +10%. The company provides consulting and engineering services. The report beat EPS and revenue expectations. The company reported a backlog of $4.67B at the end of the fourth quarter (+13% year-over-year).↘️ Nebius (NBIS) -10%. Loss per share came in below expectations, revenue rose 571% year-over-year ($980.8M versus the expected $907.2M). Fiscal 2027 revenue guidance of $12–13B exceeds the $11.98B consensus. Operating expenses were 95% of revenue versus 189% a year earlier. Capital expenditures rose 664% to $7.3B for the quarter amid expansion of its cloud AI infrastructure.↘️ YETI Holdings (YETI) -8%. A maker of premium outdoor recreation products. Earnings per share beat expectations, but revenue fell short of consensus. Full-year guidance was lowered amid cautious consumer behavior.↘️ Corteva (CTVA) -10%. The agrochemical company reported EPS and revenue below expectations. Revenue declined 9% year-over-year amid intensifying competition in Brazil and expected pressure on acetochlor sales in the U.S.↗️ EZCOR (EZPW) +7%. An operator of pawn shops and secondhand goods stores. Earnings per share and revenue exceeded expectations. During the year, the company expanded its network by 230 stores, bringing the total to 1,590 locations in 15 countries.UTEX
11 Nov, 14:37
CoreWeave revived confidence in AI infrastructure demand. Oklo begins reactor testing↗️ CoreWeave (CRWV) +15%. The cloud AI infrastructure provider beat expectations on key metrics and raised its full-year revenue guidance. Regarding its high debt, CoreWeave pointed to expected customer prepayments and deposits of about $9B over the next three months, and said it does not intend to issue additional unsecured debt at the parent-company level through 2027. The company also presented a new financing strategy. Its backlog reached a record $133B (+138% year-over-year), with more than half expected to be delivered by year-end.↗️ Nebius Group (NBIS) +13% ↗️ Nvidia (NVDA) +4% ↗️ Micron Technology (MU) +6% ↗️ Advanced Micro Devices (AMD) +5% ↗️ Intel (INTC) +6% CoreWeave's report and strong guidance reinforced market confidence in corporate demand for cloud AI services.🔔 Anthropic plans to list on Nasdaq on November 19 under the ticker ANT. Bloomberg reports that demand for the shares was several times the available supply.↗️ Oklo (OKLO) +7%. The U.S. Department of Energy authorized unrestricted operation of the company's Groves-1 test reactor, opening the way to the research, testing, and training phase. “Taking Groves-1 from greenfield to criticality in less than a year was an important demonstration of what our team can accomplish,” said Oklo CEO and co-founder Jacob DeWitte.“Now we're building on that experience by operating the reactor, testing new capabilities, and learning directly from the work. Those lessons can help us develop the people, systems, and processes needed as we advance additional isotope projects and Aurora powerhouses.”↗️ FormFactor (FORM) +8%. A developer and manufacturer of semiconductor testing and measurement equipment. Jefferies initiated coverage with a "Buy" rating and a $102 price target. Analysts see the recent decline as an attractive entry point. FORM trades 47% below its June highs and is down 43% over six months. Jefferies expects each stage of capacity expansion at its Texas plant to convert into revenue. The bank forecasts annual EPS growth of 5%, above consensus. The company could gain market share through high-volume shipments of GPUs, custom ASIC chips, and HBM4E memory.↘️ Astronics (ATRO) -5%. The aerospace and defense technology supplier reported above expectations but gave weak quarterly revenue guidance, pointing to potential near-term challenges, including program revisions and supply chain disruptions.UTEX
10 Nov, 17:34
A camera up his sleeve 📸This is the trading floor of the New York Stock Exchange in 1907. Photography was strictly forbidden, so the photographer hid a camera in his sleeve and took this shot from the visitors' gallery. The result was a rare photograph of the stock exchange in the early 20th century.The building at 18 Broad Street opened in 1903 and was the first to have an air-conditioning system. Instead of a Chinese gong, the exchange installed an electrically operated brass bell to signal the opening and closing of trading. Nineteen years later, the NYSE headquarters was expanded with an annex at 11 Wall Street.What are those numbered columns 🤚The tall columns with signs and numbers are trading posts. Each stock was assigned to a specific post, and brokers had to rush over to it and shout their orders. Over time, these columns were replaced by horseshoe-shaped trading booths and eventually by servers in New Jersey.The entire floor is covered in paper: trading orders, messengers' notes, and scraps of ticker tape. Clients would call or telegraph their brokers, and messengers would rush onto the trading floor to shout orders at the appropriate posts. Orders were recorded in pencil on paper forms and then confirmed through ticker tape.There was a limit to how many orders a single broker could physically handle. The number of seats on the exchange was limited to around 1,100. A seat cost tens of thousands of dollars — enough to buy several houses at the time.What were they trading 💡Railroads, steel, copper, and oil: US Steel, Standard Oil, and Union Pacific.What's missing from the photo 💭There are no women on the trading floor. It would be another 60 years before the first woman secured a seat on the exchange. There are no monitors or electronic displays either. Telephones and telegraphs were the height of technology at the time.The photograph was taken in 1907, the year the United States experienced one of the worst financial panics in its history. The stock market lost roughly half its value. J. P. Morgan gathered bankers in his private library and effectively acted as a one-man central bank, persuading financiers to support the market. The panic exposed the need for a central bank. Six years later, the Federal Reserve System was established.UTEX
10 Nov, 14:51
Space stocks fell after weak earnings. Data center cooling systems maker soared↗️ AAON (AAON) +17%. A manufacturer of high-tech HVAC and industrial cooling equipment. Revenue and EPS significantly beat analyst expectations. The main growth driver was the BASX segment, which specializes in data center cooling systems: sales soared 218%. AAON also raised its full-year sales growth forecast from 55–60% to 72–75%. Total backlog at the end of the quarter was about $1.9B, +40% year-over-year.↘️ Digital Turbine (APPS) -23%. A platform connecting participants in the mobile app ecosystem, from advertisers to carriers. EPS and revenue came in above consensus, but partner payouts rose to $87.7M (vs. $63.1M a year earlier), or 49% of net revenue.↘️ On Holding (ONON) -7%. Swiss premium sportswear maker. Revenue reached a record $1.15B, in line with expectations, but financial results were impacted by a U.S. customs duty refund of 52.6M Swiss francs. The company maintained its sales growth forecast at just above 20%.↗️ Take-Two Interactive (TTWO) +3%. The video game publisher forecasts current-quarter bookings of $3.35–$3.50B, slightly below the $3.51B consensus. Investor optimism persists thanks to stable consumer spending on flagship franchises and the upcoming Grand Theft Auto VI launch cycle.↘️ The Trade Desk (TTD) -4%. A cloud platform for automated digital ad buying. EPS and revenue exceeded expectations. Quarterly revenue guidance of $755M is significantly above the $691.6M consensus, driven by market share gains in connected TV (CTV) and retail media partnerships ahead of the peak holiday season. Shares are currently in the red, although the initial reaction was positive.↗️ Forward Air (FWRD) +14%. A transportation and logistics company. Revenue grew 6.7% year-over-year — the best quarterly result in the company's history. Net income was significantly better than expected: $11.4M versus a loss of $16.3M a year earlier. Management announced it is pausing the planned sale of its Intermodal division. The segment has recovered, posted its best revenue in more than three years, and management is now ready to consider only offers at a "fair price."↗️ Sanmina (SANM) +13%. A contract electronics manufacturer (EMS) and integrated technology solutions provider. EPS and revenue beat consensus. Annual revenue grew +79%. Cloud and AI infrastructure revenue soared 198%. The company also issued strong quarterly guidance that significantly exceeded expectations.↘️ Rocket Lab (RKLB) -8%. The launch services and space systems provider reported EPS worse than consensus, with revenue above expectations. Quarterly revenue guidance is $270–$290M, above the $265.5M estimate, but rising R&D expenses related to the Neutron medium-class rocket program continue to pressure near-term profitability.↘️ AST SpaceMobile (ASTS) -3%. The company is developing a global space-based broadband cellular network. Loss per share came in slightly above expectations, and revenue fell short of consensus. UBS cut its price target to $43 from $78, maintaining a Neutral rating. Analyst Christopher Schoell cited delays in scaling the company's satellite constellation as a key factor behind the target cut. The bank also pointed to growing uncertainty around U.S. government spending after the midterm elections. The company's new ambitious plans to build its own heavy-lift launch vehicle significantly raise risks and increase spending requirements. BofA also cut its target to $45 from $80 with a Neutral rating.↘️ Hims & Hers Health (HIMS) -1%. The telemedicine company reported weaker-than-expected quarterly results and gave weak revenue guidance.Consumer inflation (CPI) for October MoM: +0.4% (forecast +0.3%, previous +0.6%).UTEX
9 Nov, 16:58
The irony is that these videos were most likely made using Nvidia chips 💻️NVDA fell 4% today after Jensen Huang admitted to cheating on his wife. It would have been a private scandal if not for suspicions that his mistress is a Chinese spy 👀Alice Huang (yes, another Huang) previously ran Megaspeed International, a Singapore-based Nvidia client that builds and operates data centers across Southeast Asia. US intelligence believes Alice was also an agent of China's Ministry of State Security.Nvidia's board of directors has launched an independent investigation. It's still unclear whether Jensen shared any US government secrets or Nvidia's confidential information with her. On November 18, Huang will have to testify before the US Congress about his affair.👉 Buy NVDA at a discount: https://go.utex.io/1507wwUTEX
22 Sept, 17:03
🛍 Costco: $400 billion in market capitalization, hundreds of billions in revenue, and an impeccable reputationCostco is a membership-based wholesale retailer built around one obsessive idea: give customers the lowest possible price. And America seems to love it. The company ranks fifth in the Axios Harris Poll corporate reputation ranking of the 100 largest US companies (Walmart is ranked 83rd).💡 Costco’s $1.50 hot dog-and-drink combo has been around for more than 40 years. The company has publicly pledged to keep the price unchanged. And in order to continue selling its rotisserie chicken for $4.99, Costco built its own poultry operation. These products have turned out to be some of the company’s best advertising: people come in for a hot dog and leave with a full shopping cart. Costco has virtually no traditionalUTEX
22 Sept, 12:53edited
GameStop CEO buys more shares. New anti-obesity injections can be given less often than once a week↗️ Vicor Corporation (VICR) +10%. A manufacturer of modular components and integrated power systems based on a portfolio of patented technologies. The company raised its quarter-over-quarter revenue growth forecast from nearly 10% to more than 20%. Vicor received royalties under a recently announced non-exclusive licensing agreement related to Vertical Power Delivery (VPD) technology. CEO Patrizio Vinciarelli stated that four leading OEMs and hyperscale data center operators have already obtained licenses to use the power system technology developed and patented by Vicor.↗️ On Holding (ONON) +11%. The Swiss premium sports brand held its 2026 Investor Day at On Labs in Zurich. The company introduced its first-ever shareUTEX
21 Sept, 17:05
Bitcoin today 😎Ride the crypto rally: https://go.utex.io/xsfx42UTEX
21 Sept, 12:56edited
New hopes for crypto regulation. Zuckerberg may unveil Meta's AI strategy on Wednesday🔼🔽 Major US indices closed last week mixed. The SPY lost 0.34%, while the Nasdaq gained 0.92%.🌟 As usual, the technology sector led the gains: CrowdStrike (+14%), Palo Alto Networks (+9%), SanDisk (+9%), Advanced Micro Devices (+8%). Top decliners included Goldman Sachs (-8%), Bank of America (-7%), Netflix (-7%), and IBM (-5%).🦅 The Fed raised interest rates by 25 basis points, and Kevin Warsh's hawkish remarks at the press conference reflected his stance. According to CME FedWatch, the probability of another hike at the October 28 meeting is now 53%.🪙 On Tuesday, the CLARITY Act, a crypto regulation bill, failed to secure theUTEX
21 Sept, 08:42
Event Calendar for the Week of September 21–27Monday, September 21 🌙 ABIVAX. 📊 Chicago Fed National Activity Index (CFNAI).Tuesday, September 22 🌞 AutoZone, THOR Industries, MillerKnoll. 🌙 KB Home. 📊 ADP employment data.Wednesday, September 23 🌞 Cracker Barrel, General Mills, Paychex, Cintas. 📊 Manufacturing, Services, and Composite PMI.Thursday, September 24 🌞 BlackBerry, Darden Restaurants, TD SYNNEX. 🌙 Costco. 📊 Initial jobless claims. 📊 New home sales.UTEX
18 Sept, 14:40
Bitcoin above $80,000Crypto stocks are rallying.Strategy (MSTR) +10% Coinbase (COIN) +8% BitMine (BMNR) +7%UTEX
18 Sept, 13:17
Wells Fargo downgrades Netflix. Mbappé moves from Nike to On Holding↘️ Xenon Pharmaceuticals (XENE) -22%. The company announced a voluntary pause in patient enrollment in its current Phase 3 clinical trials for major depressive disorder and bipolar depression after analyzing data on nervous system and psychiatric adverse events.↘️ Nucor (NUE) -2%. The steel company issued a quarterly profit forecast notably below consensus.↘️ Netflix (NFLX) -3%. Wells Fargo downgraded the streaming giant to "Underperform" and cut its price target from $80 to $57. The bank cited weakening audience engagement. Analyst Steven Cahall noted that Netflix appears to be expanding engagement into games, documentaries, reality shows, and video podcasts, competing with YouTube, but risks missing out onUTEX
17 Sept, 16:55
Top trades of the first half of September 📅✨ One trader took five of the ten spots and made +$9,500 in profit. But another beat that result with just two trades: +$13,600 from a CoreWeave short and an SK Hynix long.✨ 8 out of 10 trades were longs, but the biggest profit came from a short position in CRWV → +$7,070. The top traders spent an average of about 5 hours in a position. Almost all trades were closed the same day or the next.✨ The 3x leveraged semiconductor ETF SOXL earned one trader ~15%, or $1,806, on a position of just $12,000. Meanwhile, a $400,000 position in Tyson Foods returned only 0.29%, but generated roughly the same profit — $1,674. Size matters.✨ Half the list is AI and semiconductors: CoreWeave,UTEX
17 Sept, 13:11
Rate hiked, but the market isn't disappointed. Nebius raises prices🏦 As expected, yesterday the Fed raised rates by 25 basis points — to 3.75%–4%. Fed Chair Kevin Warsh stated that inflation remains too high, and that the regulator is abandoning the practice of giving markets advance signals about future moves. Warsh emphasized that fixating on individual monthly reports (such as inflation or retail sales) is dangerous, and that the Fed will no longer react impulsively to every new batch of "noisy" data. Analysts expect "maximally hawkish policy" from the Fed. Nevertheless, in pre‑market trading the SPY is up 1.15%, and the Nasdaq is up 1.5%.↗️ Generac Holdings (GNRC) +30%. The energy company announced a major long‑term agreement with Amazon to supply backup power generators for Amazon Web Services (AWS) dataUTEX
16 Sept, 14:33
$2,000 for an iPhone Duo or Apple stock?For the same amount of money, you can buy a new smartphone or become a co-owner of the company that makes it by buying 6 shares.Apple’s gross margin was around 50% last quarter. And over the full 2025 fiscal year, the company returned more than $100B to shareholders through buybacks and dividends. Share buybacks reduce the number of shares outstanding, increasing the ownership stake of remaining shareholders.With an iPhone, the trajectory is fairly predictable: in a year, it will be worth about a third less, and in two years, about half as much.There’s no such certainty with stocks: they can rise or fall. That uncertainty is the price of having upside potential.🍏 Apple shares are available for trading on UTEX.UTEX
16 Sept, 12:31edited
Markets await Fed decision, chipmakers discuss deal, J.B. Hunt warns of lower profit⚠️ Investors are preparing for the Fed’s interest rate decision today. According to CME FedWatch, the probability of a 25-basis-point rate hike stands at 92.5%.🪙 Bitcoin is trading around $76,000. Yesterday, the U.S. Senate blocked consideration of the CLARITY Act, but the crypto market avoided a sharp selloff.↘️ J.B. Hunt Transport Services (JBHT) -10%. The transportation and logistics company unexpectedly warned that third-quarter profit could fall 5–10% compared with the second quarter. J.B. Hunt does not typically comment on results during the quarter.↗️ Intel (INTC) +3%, SK Hynix (SKHY) +2%. Reuters reported, citing three sources, that SK Hynix is in talks withUTEX
15 Sept, 13:19
Crypto stocks under pressure, biotech +15%. Premarket overview↗️ Waystar Holding (WAY) +12%. The healthcare payments software provider is exploring strategic alternatives, including a potential sale.↗️ Vera Therapeutics (VERA) +15%. The biotech stock is rising after a successful trial of its drug for patients with primary IgA nephropathy at high risk of disease progression.↘️ TORM (TRMD) -7%. The company specializes in seaborne transportation of refined oil products, including gasoline, jet fuel, and naphtha. It announced a secondary public offering of 9M shares. TORM itself is not selling any shares and will not receive any proceeds from the offering — the deal represents a large institutional investor exiting its position.↘️ Dave & Buster's
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