Super Micro Computer (SMCI) stock rose 9.5% on Thursday, September 17, closing just over $40. The move followed a bullish call on how big the market for AI servers gets. That call may well be right. But it answers a question Super Micro's own results never raised. That is why one big session tells you less than it looks like it does.
Analysts at Goldman Sachs said the addressable market for AI servers will expand aggressively through the end of the decade. That is a forecast about an industry rather than about one manufacturer. Another account of Thursday morning's climb credited a broader equity rebound after Wednesday afternoon's Federal Reserve rate decision, not the forecast. Hewlett Packard Enterprise (HPE) jumped 8.0% the same day against the S&P 500's 1.1% gain, showing that capital was rotating heavily into primary AI server makers.
Company-specific headlines that day ran the other way: after the close, a shareholder rights law firm issued a press release soliciting clients for a potential investigation into company management.
A bigger market is not what this company is short of. In its fiscal fourth quarter, ended June 2026, Super Micro booked over $60 billion of new orders. That backlog underpins management's fiscal 2027 revenue guidance of $65 billion to $72 billion—up sharply from the $39 billion booked over the prior twelve months, but spread out as delivery and deployment constraints allow customers to take delivery.
What it is short of is customers ready to take delivery. Super Micro sells data center building block solutions, which bundle the servers with the power, cooling, networking and software around them. The company's manufacturing capability is on track to include more than 3,000 direct liquid-cooled racks a month.

#forecast

On September 8, 2026, CNBC reported that Novartis' failed pelacarsen trial has raised the stakes for rival experimental cholesterol drugs from Amgen Inc. (NASDAQ:AMGN) and Eli Lilly and Company (NYSE:LLY), both of which are racing to prove that lowering lipoprotein(a), or Lp(a). It can meaningfully reduce heart attacks and strokes.
Analysts said Amgen's olpasiran faces the clearest negative read-through given its similar trial design. Lilly's lepodisiran is being tested in a broader patient population that could limit how directly Novartis' failure applies. It is also described as less material to Lilly's overall valuation than pelacarsen was for Novartis.
Copyright: stocking / 123RF Stock Photo
Amgen Inc. (NASDAQ:AMGN) and Eli Lilly and Company (NYSE:LLY) could still succeed where Novartis failed. Pelacarsen's failure does not establish that lowering Lp(a) cannot reduce cardiovascular events. **** ysts noted that Novartis' trial faced a high statistical hurdle and that Amgen's olpasiran and Lilly's lepodisiran have produced stronger Lp(a) reductions in earlier studies. Both companies also continue testing their drugs in specific patient populations with high Lp(a). It leaves room for their trials to produce different outcomes from Novartis' study.
Lilly's lepodisiran faces a less direct read-through than Amgen's olpasiran. **** ysts view Amgen's olpasiran as the closest comparison to pelacarsen because the programs use similar trial designs. Lilly's lepodisiran is being tested in an overall patient population. It could make Novartis' failure less directly applicable. **** ysts also view lepodisiran as less material to Lilly's overall valuation than pelacarsen was to Novartis. It reduces the potential financial impact of an unsuccessful outcome.

#lepodisiran #less

Comments from Anthropic CEO Dario Amodei and OpenAI CEO Sam Altman calling for a more measured approach to frontier AI development contributed to a sharp selloff across neoclouds and data center stocks. Bernstein identified CoreWeave Inc. (NASDAQ:CRWV) as the most exposed name because of its rural footprint and focus on AI training. The concern represents a genuine structural argument. However, it marks the second time this year that the same group of stocks has faced concerns over the sustainability of AI demand. There is also an important tension within Bernstein's own note, which highlights CoreWeave's exposure while acknowledging that most of its backlog remains shielded by contracts.
Bernstein cautioned that a slowdown in AI training could weigh on data center developers. The warning followed Amodei's weekend comments urging the industry to deliberately slow the pace of frontier AI capability gains, along with similar remarks from Sam Altman. According to ****** yst Madison Rezaei, slower training activity would likely reduce demand for rural data center sites designed for latency-insensitive workloads. The ****** yst pointed out that rural and Tier 3 markets account for 70% of the industry's 488GW pipeline. CoreWeave was identified as the most exposed name in the firm's coverage. ****** yst Madison Rezaei remarked:
We estimate that 25% of their existing active U.S. power, with an additional ~74% of their contracted power, is situated in Tier 3 and Tier 4 markets.
However, there is a key counterpoint within Bernstein's own note:
The backlog is primarily comprised of take-or-pay contracts, so we do not anticipate a threat there but could see a pullback in demand for the contracted-not-yet-sold rural power if training development slows.

#training #analyst

Interested in Qualcomm Incorporated? Here are five stocks we like better.
Qualcomm trades at a price-to-earnings ratio of just 22, well below rivals like NVIDIA, Broadcom, and AMD, despite its ties to the AI boom.
Analysts, including Rosenblatt Securities with a $235 price target, see upside from Qualcomm's expansion into AI data centers, automotive chips, and on-device AI processing.
Apple's shift to in-house modem chips and a sluggish Android market in China threaten to offset Qualcomm's diversification gains, keeping its consensus rating at Hold.
There's a certain irony in a stock that has just rallied hard still being written off, yet that's exactly where chipmaker Qualcomm Inc. (NASDAQ: QCOM) finds itself right now. After a brutal 44% slide through much of the summer, its shares staged an impressive comeback, climbing around 30% since the start of August.

#incorporated

On the September 11 episode of Mad Money, Jim Cramer expressed strong optimism for Brinker International, Inc. (NYSE:EAT) ahead of its upcoming **** yst presentation, as he said:
Thursday, we have two important **** yst meetings. Brinker... We have them all the time on the show. Brinker, you know, is Chili's, and the company never fails to wow me. I think this meeting will be no exception.
Brinker International, Inc. (NYSE:EAT) continues to demonstrate operational strength across the casual dining sector, driven by sustained customer traffic and menu innovation at Chili's Grill & Bar. In its fourth quarter of fiscal 2026, the company generated $1.54 billion in total revenue, bringing full-year revenues to $5.81 billion. Adjusted earnings per share for the quarter reached $3.07, representing a 23% year-over-year increase.
Chili's reported a 5.6% increase in comparable store sales, marking its 21st consecutive quarter of positive same-store sales growth. The sustained momentum has been supported by the ongoing success of the $10.99 "3 for Me" everyday value platform as well as targeted menu launches, including the Big Crispy Chicken Sandwich, which helped support traffic as Chili's continued positioning its value proposition against fast-food offerings. According to the company's CEO Kevin Hochman, the Big Crispy Chicken Sandwich "overdelivered" on the management's estimates.
Despite consistent top-line momentum, Brinker International, Inc. (NYSE:EAT) faces ongoing execution risks **** ociated with sticky cost inflation and broader macroeconomic pressures on consumer spending. Elevated wholesale prices for core commodities, especially beef and produce, continue to weigh on restaurant operating costs, while wage growth across regional markets keeps labor expenses elevated.

#elevated #analyst

US stock futures moved higher on Wednesday as investors awaited the Federal Reserve's interest rate decision. Oil prices declined following an unexpected increase in US inventories, while developments involving Meta and OpenAI remained in focus.
At 07:12 GMT, Dow futures were up 129 points, or 0.3%. S&P 500 futures gained 21 points, or 0.3%, while Nasdaq 100 futures advanced 145 points, or 0.5%.
Wall Street's main indices had declined in the previous session as US government bond yields approached two-decade highs. Higher oil prices, linked to the widening conflict in the Middle East, contributed to concerns about inflation and further monetary policy tightening.
Analysts at Vital Knowledge described a feedback mechanism in which rising oil prices push bond yields higher, affect investor sentiment and increase pressure on central banks to raise interest rates.
Markets broadly anticipated a 25-basis-point interest rate increase at the conclusion of the Federal Open Market Committee's two-day meeting.

#higher #interest #prices #rate

With Agentic AI accelerating CPU server chip demand, Wall Street believes Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the primary beneficiaries taking share. On September 9, Piper Sandler ******* yst David O'Connor initiated coverage on AMD (NASDAQ: AMD) with an Overweight rating and a $600 price target.
Analyst O'Connor estimates revenue for FY26-30 to grow at a 50% CAGR, while earnings per share compound at 65%.
The server-CPU share gain story for AMD is simple, Agentic AI is expected to increase demand for server CPUs. This is because the workloads require continuous control-plane activity, API calls, database queries and tool execution. AMD will benefit from this use based on its high-frequency and general-purpose processors with its Venice portfolio.
Even AMD executives have highlighted that AMD is now transitioning from merely a semiconductor supplier to a provider of rack-scale systems and software. It is also positioning its server CPU portfolio for increased demand from agentic AI workloads.
The company reported second-quarter revenue of $11.5 billion, beating ******* yst estimates. This includes $6.7 billion from data centers, up 107% year-over-year. The segment performance was attributed to EPYC processors and Instinct GPUs.

#workloads

Palantir stock has had a rough stretch. A 5-star Wall Street **** yst just said the market is reading the company wrong.
UBS **** yst Karl Keirstead raised his price target on Palantir Technologies to $250 from $220 on Sept. 15, reiterating his Buy rating, according to CNBC. At Palantir's Sept. 14 closing price of roughly $173, the new target implies about 44% upside.
Keirstead's updated view stemmed directly from Palantir's Sept. 10 AIPCon11 event, where Palantir brought together customers, executives, and partners to discuss how companies are deploying its AI platform in real operations.
"Our view of Palantir as the best AI enabler in the market, making frontier models and AI useful in large enterprises, was, if anything, bolstered by these conversations, and demand momentum seems robust," Keirstead wrote in a note shared with clients.
He described three points that stood out from the event. Customer conversations kept coming back to AI sovereignty, the idea that enterprises and governments want control over their own data and AI infrastructure, rather than handing it to a small number of large cloud providers.

#analyst #market #target #Event

NVDA's forward P/E of 24 and PEG ratio of 0.46 reveal a GARP stock hiding inside a $5 trillion market cap.
AMD and AVGO can't match NVDA's Networking segment, which alone generated $40 billion in one quarter, up 138% year over year.
Analyst EPS estimates for NVDA climbed from $12.67 to $15.57 in just 90 days, signaling earnings power is outrunning the valuation multiple.
Just released. Our ***** ysts combed the entire stock market and named the ten best stocks to buy right now, and NVIDIA didn't make the cut. Enter your email to see the names that beat NVDA. The report is free. Enter your email and see if any of your stocks made the cut.
I keep hitting the buy ***** on on NVIDIA (NASDAQ:NVDA), and the louder the "it's overpriced" chorus gets, the more shares I add. That sounds reckless until you look at what the multiple is actually paying for.

#NVIDIA

The day has finally arrived!
The Denver Broncos are on the road under the prime time lights of Monday Night Football to try to prove to the world that the AFC West has truly had a changing of the guard. These Kansas City Chiefs are a tough home opponent and it shouldn't be easy for Denver by any measure, but if they can pull off an upset and steal a road win in division it would be huge for their chances to repeat as AFC West champs this season.
Kickoff is set for 6:00 p.m. Mile High time on Monday, September 14, 2026 at Arrowhead Stadium in Kansas City, Missouri. You can watch the live stream of the game through FuboTV or on ESPN. The game will be called by Joe Buck (play-by-play) and Troy Aikman (analyst), with Lisa Salters and Laura Rutledge (sideline). You can also check local Broncos radio network affiliate stations.
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#city

No. 14 Tennessee (2-0) will play its second game at Neyland Stadium during the 2026 football season on Saturday. The Vols will host Kennesaw State (1-1) at 7:45 p.m. EDT.
SEC Network will televise the matchup. Dave Neal (play-by-play), Cole Cubelic (analyst) and Ashley Stroehlein (sideline reporter) will be on the call.
On Monday, sixth-year head coach Josh Heupel discussed Tennessee playing the Owls in Week 3.
"Looking forward to getting back this week inside our stadium and seeing our fans," Heupel said. "Thank you to all the fans that showed up in Atlanta for the game last Saturday. This will be our Salute to Service game as well, so I want to thank all the men and women that have served, and are currently serving, to protect and give us the opportunity and the freedom that we certainly enjoy. We are welcoming some of the families of the men and women that we're recognizing this weekend, as well.
"Saturday, we got an opportunity to play a good Kennesaw State football team. We have a lot of familiarity with a lot of their staff. Jerry Mack and his staff have done a really good job. I think they've won 12 of the last 14 ball games they've played, so this is an opportunity for us this week to continue to grow and get better as a football team."

#play #saturday #tennessee #state

Chargers news: NFL ***** yst tries making sense of LA's 'horrific' Cardinals loss appeared first on ClutchPoints. Add ClutchPoints as a Preferred Source by clicking here.
The Los Angeles Chargers suffered undoubtedly the most shocking loss of the Week 1 NFL slate by dropping a home game to the (seemingly) lowly Arizona Cardinals. The Chargers entered this game as the biggest favorites of any team this weekend but ended up losing by a score of 26-14, with Mike McDaniel's new-look offense never getting off the ground.
On Monday, NFL ***** yst Kevin Clark of ESPN stopped by The Dan Patrick Show and tried to explain what went wrong with Los Angeles.
"This is as bad as it gets. You want to talk about offseason hype, the Chargers, it's every year… You can't lose this game. You can't have Jim Harbaugh saying that Justin Herbert's going to go down as the best quarterback in history and then lose to the Arizona Cardinals… this was horrific, and it just seemed disjointed. It seemed like not a Jim Harbaugh team," he said, per Dan Patrick Show on X, formerly Twitter.
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#chargers #clutchpoints #arizona #analyst

Next year's Social Security cost-of-living increase looks like it will be 3.6%. The AARP made this forecast. The real figure will be released on October 14. It is based, according to The New York Times, on "the Consumer Price Index for Urban Wage Earners and Clerical Workers, or CPI-W. It averages the figures for July, August, and September. That may be fine for people who have a lot of money. For those who don't, it's a problem.
Most of the conversation about Social Security is that it will "run out of money".That happens in late 2032. It really doesn't run out. The payout drops to about 79% of the current total.
People choose one of three options. Social Security defines them as "early eligibility," which can start at 62. "Retirement" age is 65. People can get the largest payout possible if they wait until age 70.
Analysts have proposed several ways to "save" Social Security. Among those is to add two years to three retirement options. Another is to raise the wage level cap when people pay in. Today, for most people, that is $184,500 a year. The most controversial idea is that people who make a great deal of money after they retire should pay little, or nothing.
Is 3.6% enough? Almost certainly not. Over the next year, the CPI could surge. Energy prices will be a factor. So will food. And food prices are affected by energy prices. Seventy percent of all Us freight is moved by truck. Diesel is at its highest price ever. Some of that will be passed on to consumers next year.

#people #money

No. 14 Tennessee (2-0) will return to Neyland Stadium in Week 3. The Vols will host Kennesaw State (1-1) on Saturday.
Kickoff between the Vols and Owls is slated for 7:45 p.m. EDT. SEC Network will televise the nonconference matchup with Dave Neal (play-by-play), Cole Cubelic (analyst) and Ashley Stroehlein (sideline reporter) on the call.
Saturday will mark the first meeting all time between Tennessee and Kennesaw State.
Jerry Mack is in his second season as Kennesaw State's head coach. He guided the Owls to a 10-4 (7-1 CUSA) record and won the 2025 Conference USA championship.
Mack served as Tennessee's running backs coach from 2021-23. He left the Vols for the NFL after the 2023 season, serving as Jacksonville's running backs coach in 2024.

#vols #state #mack #play

Prediction market Kalshi plans to offer customers the ability to trade single-stock perpetual futures contracts in the U.S., as well as bet on the price movements of agriculture commodities.
Analysts say the move represents an attempt by Kalshi to muscle in on traditional financial markets.
New York-based Kalshi says that it is seeking regulatory approval to list contracts linked to some of the biggest U.S. stocks, such as Tesla (NASDAQ: $TSLA) and Nvidia (NASDAQ: $NVDA).
More From Cryptoprowl:
MEXC Launches Earn Plus With Limited-Time Event Offering Up to 800% APR Booster

#Tsla #nvda

SWKS surged 27% in a month to $88.35, now trading above its $68.35 consensus ****** yst target with most ****** ysts rating it Hold or worse.
The Qorvo merger could unlock $500M+ in synergies, but a regulatory delay leaves Skyworks holding $2B in new debt against shrinking revenue.
At 46x trailing P/E with 14 downward EPS revisions and the CFO selling into the rally, momentum is doing all the heavy lifting.
Just released. Our ****** ysts combed the entire stock market and named the ten best stocks to buy right now, and Skyworks Solutions didn't make the cut. Enter your email to see the names that beat SWKS. The report is free. Enter your email and see if any of your stocks made the cut.
At $88.35, Skyworks Solutions (NASDAQ:SWKS) is a Hold. The stock has ripped past its consensus ****** yst price target of $68.35, and with a pending merger, a fresh capital allocation framework, and a mixed fundamental picture, the case for chasing here is as thin as the case for stepping in front of the momentum.

#skyworks #solutions #analyst #target

New Mexico vs. Mercyhurst
When and where: 2 p.m. Saturday at University Stadium.
How to watch/listen: MW+ – the Mountain West's new subscription-based streaming service – will carry UNM-Mercyhurst with Robert Portnoy (play-by-play) and DonTrell Moore (analyst) on the call. J.J. Buck (play-by-play) and Ned James (analyst) will broadcast the game via radio on the Lobo Radio Network (770 AM/96.3 FM).
Who's favored: UNM is listed as a 41.5-point favorite, per bet365. The over/under is set at 51.5 points.
Every year, more than a few coaches say it: The biggest improvement a team makes in any given season is from its first game to its second.

#radio #analyst #saturday #university

COLLEGE STATION - Texas A&M head coach Mike Elko doesn't want anybody to overlook Arizona State.
The Sun Devils may not be a traditional blue blood but the team is two years out from making the College Football Playoff. They've got a young, highly regarded offensive mind leading the program in Kenny Dillingham. They've also got plenty of NFL talent, including multiple guys at wide receiver and cornerback.
HOW TO WATCH
11 a.m. Saturday
Where: Kyle Field, College Station
ABC with Tom Hart (play-by-play), Jesse Palmer (analyst) and Kris Budden (sideline reporter).
Radio: 97.5 FM with Andrew Monaco, Dave Elmendorf and Will Johnson

#college #station #elko #state

The 2024-25 Boston Celtics set the NBA single-season three-point record with 1,457 makes across 82 games. Three different Celtics players made at least 250 threes that season, something no team had ever seen before. The question heading into 2026-27 is whether the Hornets can break the NBA three-point record.
Analyst Tom Haberstroh specifically named Charlotte as a genuine contender. Looking at the roster, it is not hard to see why.
" I think this Charlotte Hornets team, even though they lost LaMelo Ball, who was at times the most high-volume scorer, shooter in the NBA from downtown, still, I think this team, dude, I think they have a chance to break the three-point record next year," Haberstroh said on The Kevin O'Connor Show. "You got Coby White, who's a 95, 96 percentile volume three-point shooter. Good three-point shooter off the dribble. Kon Knueppel, we already know; the fact that he led the league in threes as a rookie is insane. Brandon Miller, also a high-volume three-point shooter."
Charlotte Hornets guard Kon Knueppel (7) shoots the ball against the Boston Celtics in the second half at TD Garden. Photo Credit: David Butler II, Imagn Images via Reuters Connect
Look at what Charlotte is putting on the floor. Kon Knueppel made 273 threes in his rookie season — the most in NBA history by a first-year player. Grayson Allen is 40.3% from three in his career. Royce O'Neale shoots 38.9% from deep while White (36.9%) and Naz Reid (37.1%) connect at 36.9% and 37.1%, respectively.

#celtics #season #record #threes

Wall Street rarely changes its mind about a stock on the day a new phone gets announced. The number an ****** yst publishes is a bet on earnings two or three years out, and a keynote does not move that math on its own.
That's why ****** yst notes pile up in the days before an Apple launch. Firms restate where they stand, walk investors through what they expect on stage, and save the real estimate revisions for the quarter that follows.
Bank of America filed its note on Sept. 8. The rating and the target did not move. What sits underneath them did, however, and that's the part worth reading.
Apple (AAPL) shares closed at $316.22 on Sept. 8, down 1.17% on the session, according to StockAnalysis.com. That leaves the stock roughly 8% below the 52-week high of $344.57 it set in late July, with a market value near $4.61 trillion.
The pattern around these events is well documented. Shares have often drifted lower into a launch and again just after it, then recovered over the following 30 to 60 days, a cycle Bank of America mapped across 24 iPhone launches dating back to 2007.

#America #analyst #launch

Oscar Health (OSCR) exhibits strong technical momentum, recently setting a new all-time high.
The stock is up more than 55% over the past year.
OSCR's fundamentals are robust. Revenue is projected to grow 60.17% this year, with earnings estimated to rise 203.58%.
Analyst sentiment is broadly positive, with multiple "Strong Buy" ratings and price targets ranging from $25 to $39.
Valued at $10.2 billion, Oscar Health (OSCR) is a digital health insurance company.

#strong

Oklo (OKLO) and X-Energy (XE) each fell 5% as markets sold the nuclear group on X-Energy's Sell rating, ignoring Oklo's concurrent Buy initiation.
URA dropped 3% while SPY fell just 0.4%, confirming Thursday's pressure was a sector-specific nuclear selloff, not a broad market event.
Analyst Dimple Gosai argues that financing structure, rather than reactor technology, is what decides which SMR developers can build a first plant and win customers.
Just released. Our **** ysts combed the entire stock market and named the ten best stocks to buy right now, and X-Energy, Inc. Class A Common Stock didn't make the cut. Enter your email to see the names that beat XE. The report is free. Enter your email and see if any of your stocks made the cut.
Shares of Oklo (NYSE:OKLO), NuScale Power (NYSE:SMR) and X-Energy (NASDAQ:XE) are sliding together in Thursday afternoon trading after Piper Sandler issued a split rating action across advanced nuclear. Oklo stock is down 5% to $40.50, with the year-to-date (YTD) decline now at 44%.

#enter #NYSE

CNBC and Reuters reported that Apple Inc. (NASDAQ:AAPL) will hold its next product launch event on September 9 at Apple Park in Cupertino, marking incoming CEO John Ternus's first major event since taking over from Tim Cook. He became executive chairman on September 1.
Analysts expect Apple to reveal the iPhone 18 Pro and Pro Max, its first foldable iPhone, and new Apple Watch models, along with a new AI-powered "Siri AI" **** istant. Bank of America **** ysts wrote in an August note that "Ternus could cement Apple's device dominance in an AI enabled era." Samsung Electronics currently dominates the still-niche foldable smartphone market, and a Samsung mobile executive told CNN that broader competition in the category would help, saying "the more visibility there is on the category, the better."
The foldable iPhone could become a genuine new revenue and margin driver rather than another incremental refresh. **** ysts expect the premium device to lift Apple's average selling prices and margins, giving the company a new high-end product category instead of another year of iterative Pro-model upgrades.
Even Apple Inc. (NASDAQ:AAPL)'s biggest foldable rival is publicly welcoming its entry. Samsung's own mobile product management executive said more players in the category would increase visibility and help the market overall. It suggests Apple's foldable could expand total demand rather than simply redistributing existing Samsung sales.
The iPhone 18 launch also gives new CEO John Ternus an opportunity to show Apple's hardware and AI strategy from the outset of his tenure. Expected upgrades such as the 2-nanometer A20 Pro chip could strengthen the iPhone's performance and AI capabilities. Bank of America described Ternus's leadership as an opportunity to cement "Apple's device dominance in an AI-enabled era." A successful launch could therefore give investors greater confidence in Apple's ability to compete in AI-powered devices.

#samsung #category

It has been a tough year for NuScale Power (NYSE: SMR). Shares have fallen nearly 40% since 2026. One Wall Street **** yst remains unfazed.
In early August, Rinny Singh, an **** yst at Bank of America, reiterated her buy rating on SMR stock, setting a share price target of $12, implying roughly 24% upside over the next 12 months.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Why does Singh remain so bullish despite recent share price weakness? Her bull thesis comes down to one key catalyst -- a catalyst that may soon receive some much-needed momentum.
Singh's bull thesis on NuScale stock largely comes down to one critical factor: Can NuScale convert its customer pipeline into revenue-generating projects? The biggest mover from this perspective is the company's 6-gigawatt (GW) project with its financing partner, ENTRA1, and utility provider, the Tennessee Valley Authority (TVA).

#NVIDIA #analyst #Share #price

Nuclear energy is experiencing a resurgence, according to many leading experts. "After decades of underinvestment, a convergence of generational technological breakthroughs, intensifying geopolitical competition, and the need for clean, dense, reliable power are positioning nuclear energy for a renaissance," **** ysts from Goldman Sachs conclude.
"But the next nuclear age will look different from the last," the bank warns. "Innovations in fission like small modular reactors (SMRs) are shaping what the revival of traditional nuclear fission could look like."
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Analysts from Morgan Stanley are in agreement. "Nuclear power generation is experiencing a revival driven by ambitious climate goals and technology demands," the firm observes. Like Goldman Sachs, Morgan Stanley sees SMRs as one of the most promising solutions for scaling nuclear energy.
"Innovations in nuclear energy may also contribute to the investment growth picture, and a new U.S. law aimed at encouraging new nuclear technologies while cutting down red tape could help spur activity," Morgan Stanley says. "Small modular reactors (SMRs), for instance, are a fraction of the size of conventional reactors and can be factory **** embled and transported, offering scalability and flexibility."

#nuclear #smrs

Nuclear energy is experiencing a resurgence, according to many leading experts. "After decades of underinvestment, a convergence of generational technological breakthroughs, intensifying geopolitical competition, and the need for clean, dense, reliable power are positioning nuclear energy for a renaissance," ******* ysts from Goldman Sachs conclude.
"But the next nuclear age will look different from the last," the bank warns. "Innovations in fission like small modular reactors (SMRs) are shaping what the revival of traditional nuclear fission could look like."
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Analysts from Morgan Stanley are in agreement. "Nuclear power generation is experiencing a revival driven by ambitious climate goals and technology demands," the firm observes. Like Goldman Sachs, Morgan Stanley sees SMRs as one of the most promising solutions for scaling nuclear energy.
"Innovations in nuclear energy may also contribute to the investment growth picture, and a new U.S. law aimed at encouraging new nuclear technologies while cutting down red tape could help spur activity," Morgan Stanley says. "Small modular reactors (SMRs), for instance, are a fraction of the size of conventional reactors and can be factory ******* embled and transported, offering scalability and flexibility."

#nuclear #smrs #morgan #goldman

Analyst Doug Anmuth reiterated JPMorgan's Overweight rating and a $240 price target for ***** eX (SPCX) last week. This wasn't a new upgrade, but JPMorgan showed that it remains bullish on ***** eX and, by extension, its AI operations, which account for most of ***** eX's valuation.
The new development was the firm's growing confidence in Grok after ***** eX completed its acquisition of Cursor. Cursor reached $4 billion in annual recurring revenue in the most recent quarter, and it gives ***** eX solid enterprise revenue alongside the short-to-medium-term revenue coming from Alphabet (GOOG) (GOOGL) and Anthropic.
Dear GameStop Stock Fans, Mark Your Calendars for September 8
Why ***** ysts Think Sellas Life Sciences Stock Can Gain 150% From Here
Jensen Huang: Nvidia's Vera Rubin Platform Turns Electricity Into a $40 Billion Cash Machine

#Stock #analyst #doug #anmuth

Palo Alto Networks Inc (NYSE:PANW, XETRA:5AP) shares fell 10% Wednesday even after the cybersecurity company beat expectations across key fourth-quarter metrics and issued fiscal 2027 guidance above Street estimates.
The company reported next-generation security (NGS) annual recurring revenue of $9.1 billion, up 63% year-over-year, topping the Street's $8.86 billion estimate and including nearly $1 billion in net new ARR.
Revenue came in at $3.41 billion versus expectations of $3.35 billion, while remaining performance obligations reached $21.2 billion against a $20.95 billion estimate. Earnings per share of $1.02 beat the $0.98 consensus.
Operating margin was roughly in line at 29.6% versus an expected 29.3%, while gross margin came in light at 74.8% versus 76%.
Analysts at BofA said the muted market reaction reflected an unusually high bar for the quarter rather than any weakness in execution, noting that elevated investor expectations, driven by anticipation around Chronosphere, CyberArk cross-sell and improving cyber demand, left investors looking for an even stronger beat.

#beat #company #year

Nvidia (NVDA) didn't like what it saw in Wall Street estimates for its future revenue growth.
"In addition to having much stronger visibility into next year, the team noted that its decision to provide an out-year outlook was also motivated by the fact that there was a meaningful gap between Street estimates and what Nvidia was seeing internally, which the company believed could have created supply-chain planning challenges for partners," JPMorgan ***** yst Harlan Sur wrote in a note today after his meeting with Nvidia executives.
With Nvidia's stock stuck in neutral for the better part of the summer prior to earnings as investors fretted about peak artificial intelligence growth, the chip darling decided to take one swift measure to silence the naysayers.
The action: serving up a rare long-term outlook that blew everyone on the Street away.
Nvidia said after reporting its fiscal second quarter earnings that it sees 70% revenue growth for fiscal year 2028. This was above ***** yst forecasts for 45% growth. The sales gain would be larger — think in excess of 100% — if not for memory chip shortages, said Nvidia CEO Jensen Huang.

#analyst #chip

Former Fox Sports ****** yst Mark Sanchez has plead guilty to charges relating to an altercation from last fall, according to Indiana court records. Sanchez, who was facing three misdemeanors and a felony battery charge, filed a motion for a guilty plea on Thursday.
In October, Sanchez was stabbed in Indianapolis after allegedly sparking an altercation with a truck driver while intoxicated. He was initially charged with three misdemeanors — battery, unauthorized entry of a motor vehicle, and public intoxication — and later charged with a felony for battery resulting in serious bodily injury.
It is unclear which of the charges Sanchez is pleading guilty to. Sanchez's attorneys are reportedly requesting that his sentencing hearing take place on Nov. 9 or Nov. 16 if his plea is accepted, per multiple reports.
Sanchez's jury trial was originally set for March 12, but it was rescheduled four different times, most recently to Sept. 8.
Sanchez, a former New York Jets quarterback-turned-analyst, was fired by Fox a month after the incident.

#charges #three