Browsing Tag
Morningstar
21 posts
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.
333D Ltd (ASX: T3D) shares fall as micro-cap 3D printing and Bitcoin treasury hybrid sees profit-taking after extreme rally
333D rallied between 315% and 823% over 12 months. The 52-week range is 58-fold. Friday wiped out 17%. The volatility is the thesis, not the bug.