Intel Just Got a $120 Target. Here Is Why It Could Be Earned.
A server CPU shortage, a Terafab tie-up with SpaceX and Tesla, and a stock still below its June peak make Intel the most specific opportunity in chips right now.
Apple’s Foldable iPhone Debuts Today. Levels for AAPL.
The ‘Surprise and Shine’ event starts at 1pm ET, with Pro iPhones and a first foldable. What to watch.
Goldman’s 26% Asia Upside Call Is Korea and Taiwan
Before buying Asia ex-Japan on Goldman’s 1,120 target, see how much is Korea, Taiwan, and AI memory chips.
SoftBank’s Record 4.75% Bond Found Buyers in Japan
What it means when retail savers finance a massive AI bet
Palantir’s Revenue Nearly Doubled. Now the Price Has to Catch Up.
A 93% revenue surge and a PwC deal cement Palantir’s commercial AI position, but a forward multiple above 110x still demands explanation.
UiPath Beat Estimates. The Stock Fell 16%. Sept. 22 Is Next.
A Q2 revenue beat and fourth straight quarter of GAAP profit were not enough. An Investor Day in Las Vegas is next.
Treasury Doubles Long-Bond Buybacks Wednesday. Bond Desks Think They Know Why.
With the 10-year at 4.78% after Friday’s payroll shock, investors are asking whether Scott Bessent is supporting liquidity or quietly drawing a line in the yield curve.
Ford’s Idle Battery Plants Could Be Worth $10 Billion. The Clock Starts in 2027.
Ford Energy turns a failed EV bet into grid storage, but investors are still paying $4 billion in annual losses to find out if it works.
Flex Is Betting $4.4 Billion on a 2027 Re-Rating
The EPC Power deal loads the spinoff with high-margin, high-growth power conversion assets before it trades on its own.
Dominion Holders Said Yes. Now Regulators Hold the Dividend Clock.
Votes are in. What the NextEra-Dominion deal means for income investors until regulators decide.