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Micron is getting punished on fears that compression algorithms and aggressive capex will cap memory pricing. The fundamentals and cash-flow profile argue the pullback is an overreaction. This trade buys a disciplined dip: enter $340.00, stop $305.00, target $460.00 over a 180-trading-day horizon.
U.S. stock futures gained after global markets rallied on comments from President Donald Trump and Secretary of State Marco Rubio suggesting the Iran conflict could be nearing an end. Boosted by hopes of restored shipping through the Strait of Hormuz, major European and Asian indices climbed, oil prices fell about 3%, and risk-sensitive assets rall…
Bank of America says that the scope for further yen weakness against commodity-linked currencies is constrained by elevated foreign exchange volatility. The bank favors AUD/JPY as its preferred trade and highlights FX intervention risk that makes USD/JPY at ¥157 a more attractive level to sell the yen. It also recommends fading market pricing that …
Global merger and acquisition activity surpassed $1.2 trillion in the first quarter, LSEG data shows, as big-ticket transactions led by AI-related investments and cross-border deals offset a drop in overall deal counts. While the number of deals declined 17% year-on-year, total deal value rose 26%, driven by a surge in large transactions and substa…
Ferrexpo Plc warned investors that its readily accessible cash has fallen sharply and may only cover operations through the end of June 2026, prompting the company to explore potential funding options including an equity capital raise. The announcement sent shares lower by more than 10% as the miner detailed declines in cash balances, withheld VAT …
Bahrain has circulated an amended U.N. Security Council draft resolution aimed at safeguarding commercial shipping in and around the Strait of Hormuz. The revised text drops an explicit invocation of binding enforcement under Chapter VII of the U.N. Charter but preserves language authorizing "all necessary means" to protect navigation. The move fol…
Bank of America’s Sell Side Indicator slipped to 55.7% in March from 56.0%, marking the first reduction in recommended equity allocations from sell-side strategists in over six months. The dip followed a 5% decline in the S&P 500 during March amid geopolitical worries. Despite the pullback, BofA retained its year-end S&P 500 target of 7100 and its …
Chinese GPU and AI chip manufacturers took nearly 41% of the AI accelerator server market in China in 2025, cutting into Nvidia’s prior dominance. Total shipments in the market reached about 4 million cards, with Nvidia remaining the single largest supplier at roughly 2.2 million units and a 55% share. Domestic vendors shipped about 1.65 million ca…
President Donald Trump told Britain's Daily Telegraph that he is strongly considering pulling the United States out of NATO after allies did not back U.S. military action against Iran. In the interview, he described NATO as a "paper tiger," said he had long doubted the alliance's credibility and said removal from the defence pact was "beyond recons…
Newly appointed Bank of Japan board member Toichiro Asada cautioned that the war in Iran and the associated jump in crude oil prices could create stagflationary conditions in Japan. Speaking at his inaugural news conference after joining the nine-member board, Asada said inflation has replaced deflation as the immediate concern and that relying sol…
Adeia (ADEA) is a small-cap technology licensor whose hybrid bonding and 3D integration patents are finding renewed commercial traction. Recent multi-year renewals, a new agreement with UMC, improving free cash flow and an expanding addressable market for chiplet architectures create a path for upside. This trade idea lays out an actionable entry, …
Oil futures and shares of large energy companies fell sharply after U.S. President Donald Trump said he expected the Iran conflict to be over within "two to three weeks." Brent crude dropped below $99 at one point before recovering above $102, while U.S. and European oil majors saw price declines in early trading. Broader equity markets and gold mo…
Credo Technology is a core AI-infrastructure supplier showing explosive revenue growth and industry-leading gross margins, but the stock has been punished by momentum and sentiment despite healthy cash flow and a clean balance sheet. This trade idea lays out a size-up plan with entry, stop, and target prices across time horizons while highlighting …
Shares of S&U Plc climbed more than 12% on Wednesday after the specialist motor and property lender said only a very small proportion of its motor finance customers were likely to qualify under a proposed Financial Conduct Authority redress scheme. Comments from Advantage Finance's chief executive and new trading levels helped push the stock higher…
Boston Scientific (BSX) has moved from a hypergrowth narrative centered on electrophysiology into a more diversified, cash-generative company. A sell-off after trial readouts and guidance misses created a buying opportunity at about $63. This trade idea frames a long position aimed at riding valuation re-rating and durable compounding over the next…
Arcline Investment Management has withdrawn from ongoing buyout discussions for British aerospace and defence supplier Senior Plc, narrowing the field of potential acquirers. Senior's shares were only marginally higher as of 0815 GMT. The company continues talks with other private equity bidders, including Advent and a Tinicum-Blackstone consortium…
Dana's recent margin expansion, a 20% dividend hike and an expanded $2B repurchase plan signal management confidence. With free cash flow near $298M and EV/EBITDA around 10x, the stock looks attractive for a mid-term swing trade while structural liabilities keep risk elevated.
Arcline Investment Management LP said on Wednesday it will not proceed with a proposed acquisition of Senior plc, filing a statement under Rule 2.8 of the City Code on Takeovers and Mergers. The firm said it retains the ability to restart a bid if certain events occur, including a board-sanctioned approach, a formal bid from named potential rival b…
British manufacturers reported a marked rise in input costs and lengthening delivery delays in March, linked to elevated oil and gas prices and shipping routes avoiding the Strait of Hormuz. The final S&P Global UK Manufacturing PMI fell to 51.0, with the output gauge slipping into contraction at 49.2. Employment readings weakened further and firms…
RBC Capital Markets upgraded Barratt Redrow to outperform from sector perform and trimmed its price target to 350p from 425p, arguing the stock's selloff has become excessive. The broker reduced volume, revenue and profit forecasts across FY2026-FY2028, laid out upside and downside scenarios, and highlighted risks tied to the Redrow integration, sy…
Meg O'Neill began her tenure as BP's chief executive on Wednesday, telling staff she will bring steady leadership while seeking to accelerate the group's performance. Her appointment - the first external CEO in over a century and the fourth since 2020 - accompanies a broader company reset that includes cuts to renewable spending, asset disposals, d…
Indonesia's stock market closed higher on Wednesday, driven by advances in the Infrastructure, Financials and Agriculture sectors. The IDX Composite rose 1.55% in Jakarta trade, with several small- and mid-cap names posting double-digit gains while other stocks saw sizable declines. Commodity and currency markets moved in mixed directions, with cru…
First Solar trades at a reasonable multiple with strong free cash flow and a lean balance sheet. Rising fossil fuel prices and constrained generation capacity make utility-scale solar attractive to power buyers even as federal tax incentives wane. This trade idea lays out an actionable long with entry, stop and target, plus the catalysts and risks …
U.S. equity futures rose as markets parsed signals that the United States may be preparing to step back from its campaign in Iran. Oil retreated below $100 a barrel, easing from the spike seen after the conflict began, while gold extended gains and select corporate earnings and energy deal talk drew investor attention. The trading day reflected a m…
Euro zone manufacturing registered its most robust monthly expansion in almost four years in March, according to the S&P Global PMI, as delivery delays linked to Middle East hostilities inflated headline growth. Despite gains in production and a stabilisation of export orders, demand indicators remain subdued and input cost inflation has jumped to …
