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Follow the news/filings/catalysts and throw darts. Trade in limbo but Trend is my real friend. Expect the unexpected. No investment advice posts.
Joined January 2014
- Posts 40,667
- Following 667
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13,943 Photos and videos
9m
$TENB > 40
1h
$TENB
As previously reported, Scotiabank analyst Patrick Colville upgraded Tenable to
Outperform from Sector Perform with a $50 price target. The firm, which views Tenable as an AI beneficiary as Mythos-related readiness drives broader cybersecurity budget growth and demand, expects an accelerated mix shift toward customers on Tenable One driving revenue growth of 13% exiting FY26. The firm doesn't think the market is fully pricing in the AI opportunity for Tenable, the analyst tells investors.
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$GLW
BofA raised the firm's price target on Corning to $243 from $223 and keeps a Buy rating on the shares. Bullish sentiment is driven by strong optical demand tied to AI infrastructure buildout themes, alongside longer-term optionality from advances in semiconductor packaging such as glass substrates and emerging technologies like GlassBridge for high-density fiber alignment, which support a higher long-term growth trajectory and valuation potential, the analyst tells investors in a research note.
May 13
sometime ago, saw some guys talked about $GLW overbought and put buy, wonder how they are doing now, if short term prob those puts 0
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$AMD
Goldman Sachs raised the firm's price target on AMD to $640 from $450 and keeps a Buy rating on the shares.
Jun 29
$AMD
Cantor Fitzgerald raised the firm's price target on AMD to $700 from $500 and keeps an Overweight rating on the shares. The AI infrastructure buildout is viewed as a generational semiconductor cycle that is both durable and extended by supply chain constraints, with expectations for faster-than-previously-forecast industry revenue expansion reaching roughly $3T by CY29 and potentially exceeding $3.5T by CY30, the analyst tells investors in a research note.
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$TENB
As previously reported, Scotiabank analyst Patrick Colville upgraded Tenable to
Outperform from Sector Perform with a $50 price target. The firm, which views Tenable as an AI beneficiary as Mythos-related readiness drives broader cybersecurity budget growth and demand, expects an accelerated mix shift toward customers on Tenable One driving revenue growth of 13% exiting FY26. The firm doesn't think the market is fully pricing in the AI opportunity for Tenable, the analyst tells investors.
Jun 30
$TENB
JPMorgan raised the firm's price target on Tenable to $40 from $35 and keeps an Overweight rating on the shares. JPMorgan also added Tenable to its Analyst Focus List. Chinese models are catching up, which positions vulnerability demand to accelerate, the analyst tells investors in a research note. The firm sees incremental demand for vulnerability as open-weight Chinese AI models close the gap with frontier models in vulnerability discovery capabilities. Tenable is the best positioned exposure management vendor to help organizations face this threat, contends JPMorgan.
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$AVGO
Broadcom Inc. (“Broadcom”) and Apple Inc. (“Apple”) have agreed to expand their long-standing technology collaboration through 2031 by entering into new multi-year long-term agreements for Broadcom to develop and supply a range of custom ASIC silicon products for use in multiple generations of Apple products.
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$WULF TeraWulf Announces Anthropic Lease at Justified Data Campus and Sale of Majority Interest in Abernathy Joint Venture to Fluidstack
Long-Term AI Infrastructure Lease Expected to Generate ~$19 Billion of Contracted Revenue Over Initial Term
Abernathy Transaction Monetizes Approximately $450 Million Investment at a Premium and
Provides Capital to Expand Wholly Owned AI Infrastructure Portfolio
Jun 29
$WULF
Citi initiated coverage of TeraWulf with a Buy rating and $36 price target. The company is expanding into high performance compute for data centers, where Citi sees accelerating demand, the analyst tells investors in a research note. The firm believes TeraWulf's valuation is not pricing in the company's multi-year growth opportunities.
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Jul 2
$axti not a bad reaction, was worrying how i can survive the holiday. Grilling budget secured.
Jul 2
$axti $cohr
On June 26, 2026, AXT-Tongmei, Inc., a Delaware corporation (“AXT-Tongmei”) and a subsidiary of AXT, Inc., a Delaware corporation (the “Registrant”, and collectively with AXT-Tongmei and the Registrant’s affiliates, “AXT”) entered into a Master Development and Supply Agreement (the “Agreement”) with Coherent Corp, a Pennsylvania Corporation (“Coherent”), effective as of June 25, 2026 (the “Effective Date”). The Agreement establishes the terms for the mass development and supply of certain agreed-upon specifications for 6-inch indium phosphide (“InP”) wafer substrates (the “Products”) from AXT to Coherent for an initial term of three (3) years from the Effective Date.
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$axti $cohr
On June 26, 2026, AXT-Tongmei, Inc., a Delaware corporation (“AXT-Tongmei”) and a subsidiary of AXT, Inc., a Delaware corporation (the “Registrant”, and collectively with AXT-Tongmei and the Registrant’s affiliates, “AXT”) entered into a Master Development and Supply Agreement (the “Agreement”) with Coherent Corp, a Pennsylvania Corporation (“Coherent”), effective as of June 25, 2026 (the “Effective Date”). The Agreement establishes the terms for the mass development and supply of certain agreed-upon specifications for 6-inch indium phosphide (“InP”) wafer substrates (the “Products”) from AXT to Coherent for an initial term of three (3) years from the Effective Date.
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Jul 2
$KR acquired Giant Eagle which is quite successful mainly in PA region. They also have Market District which is kinda premium store of Giant Eagle.
They just hired Executive Vice President from McDonald's.
The Kroger Co. (NYSE: KR) today announced Emilee De Martino will serve as its next Executive Vice President and Chief People Officer. De Martino succeeds Tim Massa, who announced he will be retiring September 18. De Martino plans to begin her time at Kroger by engaging with associates in stores, distribution centers, manufacturing facilities and offices across the country.
De Martino joins Kroger from McDonald's Corporation, where she most recently served as Senior Vice President and Chief People Officer for International Operated Markets. In that role, she led people strategy across 19 countries and a workforce of more than 750,000 employees, working closely with business leaders to drive growth, transformation and an elevated employee experience.
During her eight years at McDonald's, De Martino made significant contributions to the company, including shaping and embedding the company's People Brand Standards and Values across the global system and advancing enterprise transformation efforts to fuel sustainable growth. Known for her commitment to talent development and employee experience, she fostered a high-performing, people-first culture, contributing to record levels of restaurant crew retention across the International Operated Markets.
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