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This Week's Best Chip Stock Trade: Micron Technology
Benzinga· 2025-06-26 18:47
Core Viewpoint - The semiconductor giant Micron Technology Inc. is positioned to benefit from the ongoing chip and AI rally, despite its stock not rising as quickly as some competitors [2][4]. Company Analysis - Micron's current stock price is $127.25, with a relative resistance zone around $157 and support near $95 [6]. - The proposed trade involves buying 100 shares of Micron and selling a covered call option with a strike price of $130, expiring in June 2026, priced at $24.50 [8]. Trade Strategy - The trade strategy is a leap covered call, allowing the trader to hold the stock at a discount while collecting premiums from the call options [4][5]. - The breakeven price for the stock at expiration is calculated to be $102.75, providing a 20% discount from the current price [6]. - If the stock price exceeds $130 at expiration, the trader will realize a return of approximately 26% after commissions [8].
Prediction: 2 Stocks That Will Be Worth More Than Apple by 2030
The Motley Fool· 2025-06-26 09:30
Apple (AAPL 0.58%) was the defining stock of the late 2010s and into the early 2020s, but time is up for its leadership position. Although it's still the third-largest company in the world, Microsoft and Nvidia have overtaken Apple, likely for good, as the growth these two are putting up far surpasses Apple's.However, I don't think we've seen the last of companies surpassing Apple in terms of market cap over the next few years. I think we'll see Amazon (AMZN -0.43%) and Alphabet (GOOG 2.42%) (GOOGL 2.40%) s ...
Applied Materials: WFE Spending To Support Growth
Seeking Alpha· 2025-06-25 18:51
Group 1 - Applied Materials (NASDAQ: AMAT) is the broadest supplier of semiconductor equipment and is well positioned to benefit from industry megatrends, particularly in AI [1] - Long-term growth in wafer fab equipment (WFE) spending is expected to continue at a high-single-digit rate [1] - The company has a strong affinity towards the technology sector, focusing on being at the forefront of technological advancements [1] Group 2 - The analysis is shaped by extensive experience in equity research and investment banking services, advising on M&A transactions, capital raising, and strategic financial planning [1] - There is a commitment to bridging the gap between institutional-grade analysis and retail investors' access to high-quality, data-driven insights [1]
Hyper-responsive load management system for hyperscalers: MARA and TAE Power Solutions partner for first-of-its-kind grid efficiency platform
Globenewswire· 2025-06-25 12:05
Advanced power management system will meet accelerating energy needs of data centers and cryptocurrency mining operations with real-time optimization, reduced peak loads and fast frequency response Fort Lauderdale, FL, June 25, 2025 (GLOBE NEWSWIRE) -- MARA (NASDAQ: MARA), a leading digital energy and infrastructure company, and TAE Power Solutions, a company commercializing proprietary power management systems derived from fusion energy research, today announced a strategic collaboration to jointly develop ...
Samsara (IOT) 2025 Earnings Call Presentation
2025-06-25 07:07
June 24, 2025 • San Diego, CA Disclaimer and Statement Regarding Use of Non-GAAP Measures This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. These statements may relate to, but are not limited to, expectations of future operating results or financial performance, customer expansion opportunities, market size and growth opportunities, industry developments and trends, the calculation of ...
WISeSat Signs a Service Agreement with Astrocast to Allow Access to Astrocast’s Operational Satellite Constellation
Globenewswire· 2025-06-25 05:00
FOR IMMEDIATE RELEASE WISeSat Signs a Service Agreement with Astrocast to Allow Access to Astrocast’s Operational Satellite Constellation Geneva, Switzerland – June 25, 2025 – WISeKey International Holding Ltd (“WISeKey”) (SIX: WIHN, NASDAQ: WKEY), a leading global cybersecurity, blockchain, and IoT company, today announces that its subsidiary, WISeSat.Space, a provider of secure satellite communications and space infrastructure, signed a strategic collaboration agreement with Astrocast, a Swiss-based nanos ...
Twilio vs. Bandwidth: Which CPaaS Stock Is the Better Buy Right Now?
ZACKS· 2025-06-24 14:05
Key Takeaways Twilio's AI-powered tools and customer data platform are driving superior growth and returns. TWLO's Q1 2025 EPS up 42.5% on 12% revenue growth, aided by cost control and efficiency gains. Bandwidth faces growth risks with high debt and heavy reliance on Enterprise Voice offerings.Twilio Inc. (TWLO) and Bandwidth Inc. (BAND) are two major names in the U.S. Communications Platform as a Service (CPaaS) market. Both help businesses and developers build apps for messaging, voice and emergency se ...
Lost Money on DoubleVerify Holdings, Inc.(DV)? Join Class Action Suit Seeking Recovery - Contact Levi & Korsinsky
Prnewswire· 2025-06-24 13:00
NEW YORK, June 24, 2025 /PRNewswire/ -- Levi & Korsinsky, LLP notifies investors in DoubleVerify Holdings, Inc. ("DoubleVerify Holdings, Inc." or the "Company") (NYSE: DV) of a class action securities lawsuit. CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of DoubleVerify Holdings, Inc. investors who were adversely affected by alleged securities fraud between November 10, 2023 and February 27, 2025. Follow the link below to get more information and be contacted by a member of our team: http ...
Billionaire David Tepper Sold 97% of Appaloosa's Nvidia Stake and His Entire Position in AMD in Favor of This Trillion-Dollar Artificial Intelligence (AI) Stock
The Motley Fool· 2025-06-24 07:06
Appaloosa's billionaire chief appears to be shifting his focus within the artificial intelligence (AI) arena. No later than 45 calendar days following the end to a quarter, institutional investors with at least $100 million in assets under management (AUM) are required to file Form 13F with the Securities and Exchange Commission. A 13F offers a way for investors to track which stocks, exchange-traded funds (ETFs), and select options Wall Street's most-successful asset managers bought and sold in the latest ...
WhiteFiber, Inc. Announces C$60 Million Credit Facility with Royal Bank of Canada for Data Centers
Prnewswire· 2025-06-23 20:00
NEW YORK, June 23, 2025 /PRNewswire/ -- WhiteFiber, Inc. ("WhiteFiber"), the wholly-owned HPC subsidiary of Bit Digital, Inc. (Nasdaq: BTBT) ("Bit Digital" or the "Company"), today announced entry into a definitive credit agreement with the Royal Bank of Canada ("RBC"), the largest bank in Canada, to finance its data centers business. The facility provides up to C$60 million in aggregate financing. Proceeds will be used to support the continued buildout of WhiteFiber's Tier-3 AI data center portfolio. The c ...