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Micron: My Target Was Hit, And One Question Is Still Open

Micron: My Target Was Hit, And One Question Is Still Open

Micron Technology, Inc. is downgraded from Buy to Hold after a 23% rally, as its valuation gap has closed. Key risk centers on the composition of $100B in long-term contracts—uncertainty remains whether these are heavily weighted to commoditized DRAM/NAND or high-margin HBM. Strong collateral ($22B in commitments) makes contract enforcement credible, but upside is capped and terminal value is less certain due to emerging Chinese competition.

Target Corporation logo TGT -0.72%
Seekingalpha | 1 month ago

Euro holds steady as US Dollar struggles for traction

Euro holds steady as US Dollar struggles for traction

EURUSD +0.01%
Fxstreet | 1 month ago

Verizon Stock Is Near a 52-Week High. Here's Why I'm Still Bullish.

Verizon has quietly staged one of the year's most surprising large-cap comebacks, but the real question is whether the stock's best days are still ahead or already priced in.

Verizon Communications Inc. logo VZ -10.14%
247wallst | 1 month ago

Grounded and Falling: Why One Wall Street Pro Says Rocket Lab Will More Than Double Soon

Rocket Lab sits deep in the red after a rocket test failure spooked investors, yet one top Wall Street analyst just doubled down with a target that implies the stock more than doubles from here.

Rocket Lab Corporation logo RKLB -0.28%
247wallst | 1 month ago
Insmed: A Strong Launch And A Much Bigger Peak Sales Opportunity

Insmed: A Strong Launch And A Much Bigger Peak Sales Opportunity

Insmed is rated Strong Buy with a $175 target, offering ~39% upside from current levels. BRINSUPRI's rapid launch and raised peak sales guidance to $7B+ underpin INSM's commercial momentum and pipeline credibility. Management now estimates combined peak sales of $14B+ for its three lead drugs, up 75%, though some projections are not yet data-backed.

Insmed Inc. logo INSM +0.12%
Seekingalpha | 1 month ago
Buy Super Micro Computer for Handsome Returns & Attractive Valuations

Buy Super Micro Computer for Handsome Returns & Attractive Valuations

SMCI's AI-driven growth, record backlog, liquid-cooling capabilities and attractive valuations support its buy appeal.

Super Micro Computer Inc logo SMCI -2.13%
Zacks | 1 month ago
4 Top-Performing Liquid Stocks to Enhance Portfolio Returns

4 Top-Performing Liquid Stocks to Enhance Portfolio Returns

ETSY, MNDY, SMTC and WK make the cut as the top liquid stocks, each boasting strong liquidity, growth attributes and operational efficiency.

Etsy Inc. logo ETSY +2.09%
Zacks | 1 month ago
CPRI Gains as Michael Kors & Jimmy Choo Expand Consumer Reach

CPRI Gains as Michael Kors & Jimmy Choo Expand Consumer Reach

Capri Holdings expands consumer reach as Michael Kors and Jimmy Choo grow databases, generate major campaign impressions and lift client engagement.

Capri Holdings Ltd. logo CPRI +1.84%
Zacks | 1 month ago
Can NEM Maintain Earnings Momentum Amid Production Challenges?

Can NEM Maintain Earnings Momentum Amid Production Challenges?

NEM faces production challenges as lower output and higher costs pressure 2026 goals.

Newmont Corporation logo NEM +1.98%
Zacks | 1 month ago
Corcept: Not Cheap, But Backed By Real Structural Growth

Corcept: Not Cheap, But Backed By Real Structural Growth

Corcept Therapeutics is evolving into a multi-engine growth platform, driven by expanding Cushing's and a rapid oncology ramp with Lifyorli. CORT delivered strong 2Q26 results: $256.1M revenue (+32% YoY), $47.6M Lifyorli launch, and maintained profitability despite elevated launch expenses. CATALYST and MOMENTUM studies reveal Cushing's is more prevalent than previously thought, structurally expanding the addressable market and supporting multi-billion-dollar revenue potential.

Corcept Therapeutics Incorporated logo CORT +2.24%
Seekingalpha | 1 month ago

Cathie Wood Targets $730K Bitcoin as BTC-Gold Ratio Climbs to 18

Cathie Wood says Bitcoin is breaking out against gold as the BTC-gold ratio reaches 18, even as BTC slips below $80,000 before the Fed.

BTCUSD +0.24%
Coinpaper | 1 month ago

Bonds Just Posted Their Worst Decade Since the Great Depression — Is This the Buying Opportunity of a Generation?

For years, bonds were treated as the portfolio ballast that investors could rely on when stocks stumbled. That assumption took a beating after 2020.

iShares 20+ Year Treasury Bond ETF logo TLT +0.14%
247wallst | 1 month ago

TNR Gold board urges rejection of Eucalyptus proxy bid ahead of shareholder vote

TNR Gold Corp (TSX-V:TNR, FRA:TNW, OTC:TRRXF) said it has filed and begun mailing a shareholder letter urging investors to vote only the BLUE proxy for the company's nominees ahead of a proxy contest with Eucalyptus Resources Opportunities Fund 1. The dissident group, led by Jon Christian Evensen and referred to by TNR as "Koala," is seeking to replace TNR's board.

TNR Gold Corp. logo TRRXF -7.41%
Proactiveinvestors | 1 month ago

CRO Rockets as Robinhood Takes Stakes in Crypto.com and OG.com

Robinhood has selected OG.com as an infrastructure and clearing partner for its prediction markets business.

CROUSD -0.15%
Cryptopotato | 1 month ago

XRP's ‘Alpha Base' Analysis Hints At 1,444% Price Rally

A seasoned analyst is straight-forward about the macro expansion: “No fantasy numbers. No random targets.

XRPUSD +0.85%
Dailycoin | 1 month ago

Quantum Stocks Rally as Commerce Department Takes Equity Stakes: Rigetti Surges 6%, D-Wave Climbs 5%

Quantum computing stocks are rallying this morning after the U.S. Commerce Department finalized CHIPS Act funding awards that hand the government minority, non-controlling equity stakes in each recipient.

Quantum Corporation logo QMCO +4.22%
247wallst | 1 month ago

ON Semiconductor's Bull Trap Over: Brilliant AI-Driven Portfolio Renewal

The data center diversification and legacy business exits have driven ON's accelerated growth prospects beyond the mixed automotive/softer industrial demand. The new product launches, expanded customer wins, and accretive M&As underpin their growing data center opportunities of $115K per rack by 2030. ON's transformation is also evident from the accelerating FQ3'26 growth guidance, beyond the decent H1'26 numbers and trough FY2022-FY2025 metrics.

ON Semiconductor Corporation logo ON -2.37%
Seekingalpha | 1 month ago

U.S. Gets Minority Stakes in D-Wave, Rigetti, Quantinuum in $300 Million CHIPS Act Funding Deal

The U.S. government is taking minority equity stakes in D-Wave Quantum, Rigetti Computing, and Quantinuum with a combined $300 million CHIPS Act deal that funds the three companies to scale quantum-computing research.

D-Wave Quantum Inc. logo QBTS -0.21%
Wsj | 1 month ago

Mama's Creations: Growth Story Remains, Upside Doesn't (Rating Downgrade)

Mama's Creations reported solid fiscal Q2 results. The acquisition of Bay Shore, and organic expansion, have driven top- and bottom-line growth for MAMA. I estimate MAMA stock to have a fair value of $15.8, leaving very little remaining upside in the valuation.

Mama's Creations Inc. logo MAMA +1.12%
Seekingalpha | 1 month ago

Bitcoin rally has more room as volatility shorts unwind, Two Prime CEO says

Alexander Blume said subdued funding rates and continued call selling suggest the rebound is not yet being driven by excessive speculation.

BTCUSD +0.24%
Coindesk | 1 month ago

Oracle Rallies 5% as Morgan Stanley Lifts Its Price Target, CoreWeave Advances 3%

AI cloud infrastructure names are moving higher Tuesday morning after a sell-side re-rating on Oracle (NYSE:ORCL | ORCL Price Prediction) reignited enthusiasm across GPU cloud peers.

Oracle Corporation logo ORCL +4.21%
247wallst | 1 month ago

United Natural Foods (UNFI) Q4 Earnings and Revenues Top Estimates

United Natural Foods (UNFI) came out with quarterly earnings of $0.69 per share, beating the Zacks Consensus Estimate of $0.62 per share. This compares to a loss of $0.11 per share a year ago.

United Natural Foods Inc. logo UNFI +1%
Zacks | 1 month ago

GameStop's Next Big Move Could Matter More Than Its Earnings

Ryan Cohen is sitting on a war chest worth billions, and what he chooses to do with it before Tuesday's close could matter far more to GameStop investors than any revenue line in the quarterly report.

Gamestop Corp. logo GME +5.06%
247wallst | 1 month ago

Ethereum Co-founder Vitalik Buterin Stakes Most of His Fortune Against an AI-Driven Bitcoin (BTC) Collapse

Ethereum co-founder Vitalik Buterin has publicly rejected a high-profile forecast that artificial intelligence will trigger a sharp collapse in Bitcoin.

BTCUSD +0.24%
Crowdfundinsider | 1 month ago

How Income ETF Duo GPIQ & GPIX Can Meet Client Needs

The headlines may sensationalize, but it's hard to miss: Markets are under some pressure right now. While that has yet to impact all clients, it risks spreading to equities and stocks more broadly even in a strong earnings year.

Nasdaq 100 Core Premium Income ETF logo GPIQ +0.45%
Etftrends | 1 month ago

Advisors Poised to Pour $2 Trillion Into Alternatives

Financial advisors are only getting started with alternatives. Cerulli Associates says the money flowing into these strategies through the advisor channel is nowhere close to peaking.

Belden Inc. logo BDC +1.12%
Etftrends | 1 month ago

3 Crypto-Exposed Stocks Riding the Institutional Crypto Wave

Institutional crypto demand is gaining traction as ETF flows, regulatory progress and stablecoin adoption boost FIGR, CHYM and PAY.

Crypto Company, Inc. logo CRCW +14.29%
Zacks | 1 month ago

Bit2Me Forms Specialized Company to Assist Courts and Police With Crypto Cases

Bit2Me created Bit2Shield to help courts, police and financial institutions trace, seize, store and sell crypto linked to investigations and fraud cases. In 2025, Bit2Me processed €1.5 million, about $1.74 million, in seized cryptocurrency for Interpol, Europol and Spanish police using Chainalysis for tracing.

B2MUSD -24.73%
Crypto-economy | 1 month ago

ABM Industries (ABM) Q3 Earnings and Revenues Beat Estimates

ABM Industries (ABM) came out with quarterly earnings of $1.04 per share, beating the Zacks Consensus Estimate of $1.01 per share. This compares to earnings of $0.82 per share a year ago.

ABM Industries Inc. logo ABM -0.52%
Zacks | 1 month ago

Meta Platforms Is Set to Steal Google's Advertsing Crown—What It Means for Investors

Meta Platforms' NASDAQ: META primary revenue driver, digital advertising, is approaching a seismic shift in the industry's balance of power. The company's advertising revenue is projected to overtake Alphabet subsidiary Google's NASDAQ: GOOGL advertising sales for the first time ever in 2026.

Crown Holdings Inc. logo CCK -0.57%
Marketbeat | 1 month ago
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