Browsing Tag
Stifel
28 posts
Penguin Solutions (PENG) extends rally as AI infrastructure and memory thesis builds momentum
Penguin Solutions (PENG) extends rally as AI infrastructure and memory thesis builds momentum, with raised guidance and analyst hikes driving gains. Read more.
Did Tango Therapeutics Inc. just turn one cancer data shock into a $600m runway?
Find out how Tango Therapeutics Inc.'s $600 million offering could reshape TNGX sentiment, dilution risk, and its oncology runway.
Trevi Therapeutics (NASDAQ: TRVI) bets everything on two Phase 3 chronic cough trials
Trevi Therapeutics (NASDAQ: TRVI) has no revenue and is up 71%, yet its future rides on two Phase 3 cough trials that do not read out until 2027.
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.
Intuitive Machines (NASDAQ: LUNR) surges 11% on Cantor upgrade and Lunar Terrain Vehicle catalyst
Intuitive Machines ran 80% on a Cantor upgrade and a pending NASA contract. But the rover award just went to rivals, and the stock trades at 39x sales.
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.
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.
Under Armour (NYSE: UAA) sinks 17% as FY27 guide undercuts the turnaround timeline
UAA guided FY27 EPS at $0.10 against consensus of $0.23. The North America turnaround is real but slower than promised. Now Plank has to defend a $6 share price.
Ambiq Micro (NYSE: AMBQ) rips 45% on Q1 beat as edge AI demand outruns guidance
AMBQ just printed 75% Q2 growth guidance into a market modelling 36%. The on-device AI silicon thesis is suddenly the only chip trade that does not need a hyperscaler order.
MaxLinear stock surges 22% on AI optical re-rating: What MXL investors need to watch next
MaxLinear was a beaten-down broadband chip name in 2025. One quarter of optical data center revenue and the AI silicon thesis just rewrote the entire MXL story.