StockSnipa

How it feels trying to keep your portfolio green on the year

Tempus AI $TEM highlighted published research showing that combining RNA & DNA sequencing improves detection of clinically actionable gene fusions compared with DNA testing alone.

Celestica $CLS reports earnings today after close The implied move is: 11.35% The expectations are: Revenue: $5.47B EPS: $2.95 Expect numbers at 4:15PM EST Here’s the Historical Earnings Data👇

Morgan Stanley: $WULF remains a strong pick with record of signing agreements with data center customers, $65 PT • HPC leases: discounted NAV • Other owned sites: EV/Watt • 50% probability of 250 MW deployed p.a. 2028-2033

Data center stock are trading higher today🟢🟢🟢🟢🟢🟢🟢🟢 Nebius $NBIS +2.18%🟢 Iren Limited $IREN +5.94%🟢 Cipher Digital $CIFR +1.26%🟢 Terawulf $WULF +9.85%🟢 Galaxy Digital $GLXY +5.72%🟢 Coreweave $CRWV +5.05%🟢 Hut 8 $HUT +5.92%🟢 Applied Digital $APLD +1.15%🟢

Anthropic will be trading under the ticker $ANT on the Nasdaq They are currently planning for a $1.5T valuation down from their previous $2T While their prospectus is now live, the registration statement remains not effective

The current stability of data center stocks

Tesla $TSLA has expanded their Robotaxi geofence in Houston It now appears as if it’s in the shape of a Starship rocket Coincidence?

BoFa has reiterated their $1,550 price target on Micron $MU 🧠 They came off as significantly more bullish than their previous note, the main citation was that they confirmed 26 of their large customers have committed to large multi year deals This leaves 35% of microns

Apple $AAPL is planning to make a new iPad mini with an OLED screen This will include: - A20 Pro Chip - Water Resistant - 14% thinner - 13% less weight - Dust Resistant - 8.5 inch display (slightly larger) They plan to sell for $699, pre orders will begin this 11/6

Bernstein has raised their price target on SpaceX $SPCX to $267 from $248 Their main citation was the terrestrial AI buildout plan. Recently they have purchased an $8B low band spectrum from Grain Management The secondary citation was their government revenue appearing stronger

Oppenheimer has raise their price target on Microsoft $MSFT to $625 from $570 while maintaining outperform They believe Microsoft is coming into this earnings report in a very favorable set up. Their reasoning behind the set up is their Azure being restrained, they have said

Moneda Crespi has initiated a buy on Sofi $SOFI with a $20 price target They have cited so far and other similar Neobanks gaining market share among the sector. They also remain very optimistic on the lending business and cited the growing use cases

Barclays has raised their price target on Tesla $TSLA to $450 from $370 They have also upgraded to overweight from equal weight The main reason reasoning behind the upgrade was the possibility of a merger with SpaceX $SPCX, they also believe there is a massive opportunity for

Here’s how the magnificent seven has opened trading🟢🟢🔴🟢🟢🔴🔴 Nvidia $NVDA +1.08%🟢 Amazon $AMZN +0.01%🟢 Apple $AAPL -1.47%🔴 Microsoft $MSFT +0.36%🟢 Tesla $TSLA +4.63%🟢 Meta $META -1.44%🔴 Google $GOOGL -0.19%🔴

ANTHROPIC S-1 IS OUT: In the filing, Anthropic labeled their growth strategy as intending to secure further compute beyond our existing commitments and expand our own data center footprint to secure additional long-term compute. $NBIS $IREN $CRWV $HUT $CIFR $WULF $WYFI

UBS has raised their price target on Amazon $AMZN to $348 from $318 while maintaining buy📦 They are expecting Amazon’s AWS margins to continue strength. They believe AWS will likely outpace operating expenses from increased AI marginal pressure

CoreWeave $CRWV introduced its Zero Trust AI Framework at Nvidia GTC Berlin. 6 layers of customer controlled security across encryption keys, server access, infrastructure attestation, confidential computing, model data & network encryption for enterprise AI workloads.

Here’s the top 10 names I’m watching this week👀📋 1. Microsoft $MSFT (Earnings, Technology💻) 2. Amazon $AMZN (Earnings, Retail🛒) 3. Google $GOOGL (Earnings, Cloud☁️) 4. Robinhood $HOOD (Earnings, Finance🪶) 5. Intel $INTC (Earnings, CPU👾) 6. Coinbase $COIN (Earnings,

Marvell Technology $MRVL, Microsoft $MSFT & Oracle $ORCL are advancing an open hardware security standard through OCP. The initiative targets server integrated HSMs, cryptographic workload attestation & interoperability, creating a foundation for future post quantum cryptography