85.6% of book — edge and conviction now support about 12%.
17.8% of book — edge and conviction now support about 2%.
5.6% of book — edge and conviction support about 12%, room to add.
7.1% of book — edge and conviction support about 12%, room to add.
8% of book — edge and conviction support about 12%, room to add.
Your Information Technology names (MU, TSM, AVGO and 1 more) are 116.1% of the book — one sector call, 4 tickers.
Update: ▼ Samsung Q2 operating profit jumps about 19-fold on the memory recovery, but the print is read as an AI-demand-peak warning for the chip complex
Source: news.google.comonsemi signs agreements to divest two manufacturing facilities, continuing the fab-footprint rationalization aimed at lower fixed cost into a soft auto and industrial backdrop
Broadcom signs a multi-year chip supply agreement with Apple that runs to 2031, extending visibility on its Tier-1 wireless and connectivity content
Source: finnhub.ioJPMorgan raises Eli Lilly price target to $1,400, maintains Overweight
Source: benzinga.comSalesforce commits $1B to Switzerland over five years to expand agentic AI infrastructure
Source: benzinga.comUpdate: ▲ Galaxy delivers first roughly 200MW Helios data-center phase to CoreWeave
Source: benzinga.comBaird raises Visa price target to $412, maintains Outperform
Source: benzinga.comNeedham raises Palo Alto Networks price target to $425, reiterates Buy
Source: benzinga.comNvidia slips after Reuters reports DeepSeek is quietly developing its own AI inference chip, adding to custom-silicon substitution risk for merchant GPUs
Source: benzinga.comUpdate: ● Microsoft cuts 4,800 jobs, including 3,200 Xbox roles, in an ongoing restructuring
Source: finnhub.ioIBM launches compact z17 mainframe and LinuxONE systems aimed at data centers facing power, space, and cost constraints, extending the current refresh cycle
Source: finnhub.io● Walmart cuts prices on a set of barbecue and grilling staples after President Trump publicly highlighted the retailer, a seasonal promotional move
Source: finnhub.ioBaird raises Mastercard price target to $680, maintains Outperform
Source: benzinga.com● Synopsys will phase out its chip-manufacturing software line to concentrate on AI-driven EDA design, a portfolio reallocation toward the higher-growth franchise
Source: finnhub.io● Amazon seeks to raise at least $25B in a bond sale to fund AI and data-center capex
Source: benzinga.comUpdate: ▼ BofA reinstates Adobe coverage at Underperform, arguing the depressed multiple does not offset structural generative-AI risk to Creative Cloud
Source: finnhub.ioWells Fargo raises AppLovin price target to $575, maintains Overweight
Source: benzinga.comWells Fargo lowers Charter price target to $160, maintains Underweight
Source: benzinga.comGoogle joins Proxima Fusion's EUR411M round at a EUR2.4B valuation
Source: finnhub.ioUpdate: ▲ Susquehanna raises Delta Air Lines price target to $108, keeps Positive rating
Source: benzinga.comCoinbase obtains a UK MiFID license, opening a regulated pathway to offer derivatives and equities to UK and European clients beyond core crypto trading
Source: coinbase.com