Browsing Tag
Mizuho
15 posts
Seagate Technology (STX) rallies again as AI storage demand fuels a wave of $1,000 price targets
Seagate Technology (STX) rallies about 9% as AI storage demand and analyst targets up to $1,090 lift the stock, though valuation has run hot. Full analysis.
Quantinuum IPO closes at $1.68bn, but QNT trading shows investors want proof beyond quantum hype
Quantinuum raised $1.68bn, but QNT’s early trading asks the real question: can quantum computing turn promise into revenue?
MongoDB (MDB) jumps 20% on a beat-and-raise as AI workloads reaccelerate its cloud database growth
MongoDB jumped 20% after a Q1 beat-and-raise, with revenue up 25%, backlog up 88%, and AI workloads moving into production. Analysts rushed to lift price targets.
Beneath the semiconductor rally, Qualcomm faces erosion as Wolfspeed rides an AI repricing
Qualcomm and Wolfspeed fell together in a chip selloff, but one faces Apple share loss and the other is an AI-driven turnaround as Marvell sets a record. Read more.
Erasca (NASDAQ: ERAS) climbs into ASCO 2026 as pan-RAS thesis gets second wind
Erasca lost half its value on an IP challenge and a trial death. Now ASCO 2026 looms, Merck is on board, and traders are positioning before the verdict.
Venture Global (NYSE: VG) climbs to $14.23 as LNG offtake wave meets contracted-volume reset
Europe needs replacement gas. Venture Global locked 84 percent of 2026 volumes into contracts. The leverage is the catch, and CP2 first LNG is the prize.
Tango Therapeutics (NASDAQ: TNGX) jumps 11% into May 11 earnings and pivotal pancreatic cancer data
Tango Therapeutics is up 22-fold from $1.04 in twelve months. The May 11 earnings print decides whether vopimetostat justifies the run or breaks it.
Panthalassa wants to run AI inference at sea, and Thiel, Doerr, and Supermicro just funded it
Wave energy spent twenty years failing to reach the grid. Panthalassa just raised $140 million from Peter Thiel and others by skipping the grid entirely.
Arm Performix launches as Arm Holdings (NASDAQ: ARM) extends agentic AI play beyond silicon
Arm built the silicon. Now it wants to own the optimisation layer above it. Performix is free, agent-ready, and aimed squarely at the x86 migration question.
Microsoft (MSFT) steps into OpenAI’s abandoned Stargate Norway slot with 30,000 Vera Rubin chip rental from Nscale
Microsoft has taken the Norwegian data centre capacity OpenAI branded as Stargate Norway, renting 30,000 Nvidia Vera Rubin chips from Nscale in Narvik. Read the analysis.