Core Viewpoint - Micron's stock has experienced a decline due to competitive concerns, but a Deutsche Bank analyst believes the company is positioned to benefit from an upcoming memory boom that remains largely unrecognized by many investors [1] Group 1 - Micron's stock performance has been negatively impacted by competitive pressures in the market [1] - The potential for a memory boom is highlighted, suggesting that the market dynamics may shift favorably for Micron in the near future [1] - The analyst's perspective indicates that the memory boom is not fully understood by a significant portion of the investment community, presenting an opportunity for informed investors [1]

Erb is the former commodities portfolio manager at TCW Group whose model of bitcoin's BTCUSD-1.75% fair value has been roundly dismissed as hopelessly irrelevant. Last October, for instance, bitcoin t... ...

Core Insights - Frontier Airlines' stock has emerged as one of the best-performing airline shares in recent months, challenging the notion that the low-cost and ultralow-cost airline business model is failing [1] Company Performance - The performance of Frontier Airlines' stock indicates a strong market position despite broader industry challenges [1]

Core Viewpoint - The global memory shortage should not overshadow the anticipated launch of Apple Intelligence, as highlighted by Bernstein [1] Group 1 - The memory shortage is a significant issue affecting various sectors, but it is essential to focus on Apple's upcoming product launch [1] - Bernstein emphasizes that the launch of Apple Intelligence could present substantial investment opportunities despite the prevailing memory market challenges [1]

Core Viewpoint - The U.S. bond market is signaling concerns about economic growth following disappointing retail sales data, leading to a rally in government debt and a reassessment of interest rates and inflation expectations [1]. Group 1: Economic Indicators - December's retail sales data showed flat growth, indicating a slowdown in American consumer spending at the end of the previous year [1]. - The annual pace of U.S. GDP growth for the third quarter was revised up to 4.4% from 4.3%, which initially raised fears of overheating in the economy [1]. Group 2: Bond Market Reactions - The benchmark 10-year yield fell by 5.3 basis points to 4.14%, marking the lowest level in almost four weeks, after reaching 4.3% last month [1]. - The rate on the 30-year bond dropped by 6.6 basis points to 4.78%, the lowest since late January [1]. Group 3: Market Sentiment - Traders are reassessing the implications of U.S. economic weakness for the global economy, particularly in Europe [1]. - Jay Hatfield, CEO of Infrastructure Capital Advisors, stated that previous fears of an overheating economy were misplaced [1].

Paramount says it will pay more if its bid is accepted but doesn't close by year's end and will also cover Netflix's break-up fee. ...

Core Viewpoint - Investors are concerned about the impact of co-packaged optics on Credo's active electrical cables business [1] Group 1 - The rise of co-packaged optics is seen as a potential threat to Credo's market position in the active electrical cables sector [1] - There is growing investor anxiety regarding how this technology could disrupt existing business models within the industry [1]

Core Viewpoint - The company aims to alleviate concerns regarding the impact of recent bitcoin price declines on its holdings, emphasizing its commitment to maintaining its investment strategy despite market fluctuations [1] Group 1 - Strategy Executive Chair Michael Saylor addressed fears about the company's potential need to reduce its bitcoin holdings due to recent price drops [1] - The company acknowledges the volatility in bitcoin prices but remains focused on its long-term investment strategy [1] - Saylor's comments reflect a broader confidence in the resilience of the company's bitcoin investments amid market challenges [1]

Core Viewpoint - Sales at U.S. retailers declined at the end of the holiday shopping season, indicating that consumers may be reducing spending due to economic concerns as the new year begins [1] Group 1: Retail Sales Performance - Retail sales in the U.S. showed a slowdown at the conclusion of the holiday shopping period [1] - The decline in sales suggests a potential shift in consumer behavior, with worries about the economy influencing spending habits [1]

Why stocks have climbed even after the appearance of three Hindenburg Omens - MarketWatch## Mark Hulbert# Why stocks have climbed even after the appearance of three Hindenburg Omens## The dreaded bear- market predictor isn't so ominous, after allPublished: Feb. 10, 2026 at 8:17 a.m. ETShareResize---Listen(4 min)The "Hindenburg Omen,†a stock-market indicator named after the 1937 airship disaster, supposedly can foretell an imminent market crash. Photo: Getty ImagesThe third Hindenburg Omen in six trading ses ...