What We're Reading
ASTS
bearish
Blue Origin Delay Cuts ASTS Launch Timeline
Estimates revised -40% in 30 days
MU
bullish
Micron Hits $1 Trillion on AI Chip Surge
This milestone solidifies Micron's leadership in AI-driven memory, supporting sustained revenue growth amid an accelerating semiconductor market and bullish analyst momentum.
NOW
bullish
ServiceNow subscription growth bulls target $145
Strong fundamentals and broad institutional interest suggest ServiceNow can extend subscription revenue growth and capitalize on AI-cloud spending trends despite sector skepticism and insider selling.
Top Movers
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F
Ford rallies 43% on battery storage growth
STAA
Staar Surgical’s short interest drops 12%
SNOW
Snowflake surges 36% on AI and AWS deal
RKLB
Rocket Lab surges 80% on SpaceX IPO buzz
BA
Boeing secures 200-aircraft China deal, profits rebound
ONDS
Ondas closes $197M Omnisys AI deal
NXPI
NXP lifts data center sales forecast sharply
XRX
Xerox Short Interest Drops 6% to 29.3M
TOL
Cramer Praises Toll Brothers Executive Chairman
AIOT
Beat Q3 Revenue, Northland Initiates With 164% Upside Target
PRE
IM8 brand hits $120M ARR in first year
RM
Net income up 33% as auto-secured book surges
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