Browsing Tag
Morningstar
22 posts
SanDisk (SNDK) rallies 7.6% on AI NAND supercycle, $42bn backlog anchors thesis
SanDisk (SNDK) rallies 7.6% on AI NAND thesis, $42B backlog validates supercycle. SK Hynix Nasdaq listing July 10 tests scarcity premium ahead of Aug earnings.
Intel surges as agentic AI revives demand for the server CPUs everyone had written off
Intel jumped ~6% as agentic AI revives server CPU demand, with the GPU-to-CPU ratio shifting toward 1:1. The stock is up ~450% in a year, but analysts urge caution.
SpaceX (SPCX) targets $1.75tn in record IPO, but Morningstar pegs fair value at $780bn
SpaceX set a fixed $135/share for a record $75B IPO at a $1.75T valuation, but Morningstar pegs fair value at $780B. ARK says $2.5T by 2030. The valuation gap is huge.
TotalEnergies (EPA: TTE) heads into May 29 AGM with Iran war tailwind and Mozambique LNG back in play
Brent is above $100 and Hormuz is shut. TotalEnergies enters its May 29 AGM with record cash flow, a hiked dividend, and Mozambique LNG restarting at the worst possible moment for global gas.
Analog Devices (ADI) delivers 37% revenue growth and doubles operating income, third quarter outlook tops Street
ADI posts record $3.62B Q2 FY26 revenue, doubles operating income, raises Q3 outlook to $3.9B, and bets $1.5B on Empower for AI power delivery. Read more.
Analog Devices (ADI) to acquire Empower Semiconductor for $1.5bn, betting on vertical power delivery as AI’s next strategic bottleneck
Analog Devices is paying $1.5 billion in cash for Empower Semiconductor as AI's power-delivery bottleneck reshapes the chip-supplier hierarchy. Read more.
Magnum Ice Cream (NYSE: MICC) jumps 10.9% on Blackstone and CD&R takeover talk just five months after the Unilever spinoff
Magnum spun out of Unilever at 7.8 billion euros. Froneri sold at 15 billion. Blackstone and CD&R are watching. The summer ice cream season decides the bid.
Cisco Systems guides FY26 revenue to $63bn, cuts nearly 4,000 jobs as AI orders hit $5.3bn: $CSCO surges toward record
Cisco Systems is cutting 4,000 jobs while AI orders compound past $9 billion. The question is whether Chuck Robbins can hold margins through tariffs.
Synertec (ASX: SOP) drops as Hitachi Energy collaboration excitement fades into post-update profit-taking
Synertec just signed Hitachi Energy. The Powerhouse is AI-powered grid tech. The market cap is A$12m. The analyst consensus target is 400% above current.
Tanami Gold (ASX: TAM) drops as A$70.5m entitlement offer at 35% discount triggers dilution selling
Tanami Gold needs A$70.5m to match Northern Star's CTPJV contribution. The 35% discount priced the dilution. Friday wiped 14% off the share price.