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Arteris (AIP) is a niche network-on-chip (NoC) IP vendor that has quietly earned design wins with AMD, Li Auto and other AI and automotive chip customers. The stock has run up from its 2025 lows, but current pullbacks create a defined-risk entry into a company that could see meaningful revenue leverage as hyperscalers and chipmakers adopt chiplet a…
Nano Labs trades at a sub-$50M market cap with a PE of 2.23 and a PB of 0.46 after a strategic pivot into AI infrastructure and cryptocurrency reserves. Recent corporate actions — an MoU to evaluate North American AI data centers, a tokenization initiative on BNB Chain, and insider buying — provide tangible catalysts. The stock is volatile and thin…
Bank of America retains a guarded near-term stance on the euro, pointing to risks from energy markets and relatively stronger U.S. economic momentum. While investor sentiment toward Europe has weakened and energy-related exposure leaves the currency vulnerable, expectations for energy normalization and improved euro-area growth later in the year un…
Taiwan’s coast guard says a Chinese coast guard vessel and an oceanographic survey ship conducted a coordinated operation near the Taiwan-controlled Pratas Islands over consecutive days, marking what Taipei called the first such instance of survey and coast guard vessels acting together to 'provoke' Taiwan. The incident involved broadcasts from the…
Elon Musk’s SpaceX has prompted a wave of interest from European retail investors as the company considers a sizeable retail allocation in an expected IPO. Platforms across the UK and several European countries are allowing customers to apply for shares in a $75 billion offering, but academics and consumer advocates warn that the company’s $1.75 tr…
Lockheed Martin (LMT) is a high-quality defense cash machine trading at $523.91 with a compelling risk/reward for a mid-term swing trade. Strong free cash flow ($5.66B), a healthy backlog across Aeronautics and Space, and recent program wins create a buyable setup. Entry $520, stop $495, target $590 over ~45 trading days.
The director of the American Institute in Taiwan urged Taipei to 'spend smarter' on defense by boosting investment in drones and other unmanned platforms, arguing that recent conflicts have shown their growing role in modern warfare. The remarks come as Taiwan pursues legislative approval for portions of a proposed defense package and as uncertaint…
Arista Networks sold off sharply after recent results despite solid fundamentals and continued AI data-center demand. The pullback creates an attractive, defined-risk swing trade: enter near the current pullback, place a tight stop below the technical support band, and target the multi-month resistance set by analyst optimism and the company’s 52-w…
Partners Group, the Zurich-area private markets manager built by three former Goldman Sachs bankers, saw a dramatic sell-off after it froze redemptions on an $8.6 billion private equity fund and moved to gate a larger U.S. vehicle amid accelerating withdrawals and concerns about asset valuations. The episode follows a short-seller report alleging o…
Credo just guided to an optical business north of $600M for fiscal 2027 and Q1 revenue of $465-475M. That guidance is the catalyst — not the headline revenue figure itself. This trade buys the credibility of management's forward outlook after a beat, with a mid-term (45 trading days) target near the recent 52-week high. Tight stop to limit exposure…
The U.S. State Department has approved a proposed foreign military sale of five MH-60R Seahawk helicopters and related equipment to New Zealand valued at $1.5 billion. The move is meant to bolster New Zealand's maritime and homeland defense capabilities as the government pursues a multi-year defense modernization program and increases military spen…
CoreWeave has validated next-gen Nvidia racks and sits on a reported $99.4B backlog while Nvidia has increased its stake to roughly 9%. The market is punishing the stock for leverage and negative cash flow, leaving an entry opportunity for disciplined, risk-aware longs. This trade idea lays out an entry at $100.40, a stop at $82.00 and a mid-term t…
Arista Networks (ANET) sold off after Q1 results, pulling the stock into the mid-$150s. At ~52x trailing EPS the valuation looks rich at first glance, but strong profitability (37.8% net margin), high ROE (27.6%), $5.3B in free cash flow and an $8.9B backlog argue the multiple is pricing in durable AI data-center growth rather than froth. This trad…
Cuba's former leader Raul Castro was shown on state television attending an Interior Ministry celebration in Havana on June 5, marking his first public appearance since the United States filed murder charges related to a 1996 shootdown of exile-operated planes. The U.S. has accused Castro, formerly the island's defense minister, of ordering Cuban m…
Yardeni Research reports mounting signs that the artificial intelligence expansion is spreading from major technology firms into the wider U.S. economy. Labor-market strength, surging small-business job openings, stronger manufacturing readings and rising construction tied to data-center builds point to AI-related demand. However, elevated input co…
Alphabet's $80 billion equity raise and a sizable check from Berkshire Hathaway crystallize a path to scale the company's AI infrastructure. With $64.4B in free cash flow, a $4.43T market cap and healthy returns on equity, Alphabet looks positioned to convert heavy AI spending into durable growth. This trade plan targets a measured long with define…
Bank Indonesia and the finance ministry announced an agreement to raise yields on Indonesian assets with the goal of restoring portfolio inflows and supporting the rupiah, after the currency fell to record lows amid large capital outflows, market worries over spending plans, and falling foreign holdings of local bonds. Details of the plan were not …
President Donald Trump told farmers at a corn and soybean farm in Chippewa Falls, Wisconsin, that they would see "very good things" over the next 90 days to ease pressures from elevated fuel and fertilizer costs tied to the conflict with Iran. He provided no details on policy actions, reiterated expectations that energy prices will fall once the Ir…
Henkel's share price reflects a company with slowing growth but durable cash generation. We favor a mid-term long trade that captures valuation re-rating and near-term catalysts (cost saves, buybacks, FX) while protecting capital with a defined stop.
Goldman Sachs finds that first-quarter corporate results and consumer spending have left the U.S. economy on a firm footing, driven by broad beats across the S&P 500 and strong real revenue and earnings growth. However, the bank warns that weakening household demand, constrained real incomes, and climbing input costs could weigh on growth later in …
A senior U.S. diplomat urged Taiwan to prioritise more effective defence spending, pointing to drones as a near-term way to strengthen deterrence against China. The call comes as Taipei seeks to recover portions of a $40 billion supplementary defence request that parliament trimmed, and amid uncertainty over a possible $14 billion U.S. arms package…
U.S. forces struck Iranian coastal surveillance installations after intercepting four drones launched toward the Strait of Hormuz, the U.S. military said. Tehran and allied groups responded with missile and drone fire against regional U.S. bases and commercial shipping, while diplomatic efforts to secure an interim halt to the three-month-old war r…
The U.S. Department of State has approved a possible Foreign Military Sale of five MH-60R Seahawk maritime helicopters and associated equipment to New Zealand, a transaction valued at $1.5 billion. The sale supports Wellington’s broader plan to substantially increase defence spending over the coming years and to strengthen homeland defence and prot…
On Friday, multiple Russian attacks targeted the Kherson region in southern Ukraine, resulting in five deaths. Regional Governor Oleksandr Prokudin reported that these fatalities occurred during three separate strikes affecting residential areas, a petrol station, and a village north of the regional capital. The incidents underscore the ongoing vol…
Arista Networks is uniquely positioned to profit from the current AI infrastructure buildout. Recent earnings triggered a >10% sell-off that created a mid-term buying opportunity. We outline an actionable long trade with entry, stop, and target, plus catalysts and risks tied to margin and supply dynamics.
