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Credo Technology (CRDO) Could Gain From SpaceX Neocloud Demand Shift
Simply Wall St.51d agoneutral
Credo Technology (CRDO) Could Gain From SpaceX Neocloud Demand Shift

Recent commentary links Credo Technology Group Holding (NasdaqGS:CRDO) to emerging neocloud trends tied to SpaceX’s evolving business model. SpaceX’s anticipated neocloud initiatives are being discussed as a potential demand driver for Credo’s AI networking solutions. This angle focuses on possible large scale industry partnerships and market expansion that differ from earlier coverage centered on analyst sentiment and index changes. Credo Technology Group Holding, traded as NasdaqGS:CRDO,...

Former Nasdaq CEO reveals SpaceX biggest make-or-break test
TheStreet51d agoneutral
Former Nasdaq CEO reveals SpaceX biggest make-or-break test

I have now covered SpaceX's post-IPO story from at least two major angles. Jim Cramer's verdict that it "couldn't sustain the walk-up," and Doug Kass's short thesis. My colleague also covered Michael Burry studying the trade and walking away. I have noticed one thing. Each voice has added something ...

Is Micron Technology, Inc. (MU) Among the Best Semiconductor Stocks to Buy According to Billionaires?
Insider Monkey51d agobullish
Is Micron Technology, Inc. (MU) Among the Best Semiconductor Stocks to Buy According to Billionaires?

Micron Technology, Inc. (NASDAQ:MU) is among the Best Semiconductor Stocks. On June 24, Reuters reported that investors are gearing up for volatility ahead of Micron Technology, Inc. (NASDAQ:MU) earnings, as sharp semiconductor swings and large flows tied to SpaceX are disrupting markets. Analysts forecast the semiconductor firm to post Q3 profit growth exceeding 1000% and revenue […]

Bloomberg52d agobullish
Leverage That Fueled US Stock Rally Becomes a Growing Concern

(Bloomberg) -- The leverage that helped fuel the US stock rally is now becoming an increasing source of unease.Most Read from BloombergLutnick Delayed Canada Bridge Debut to Seek Bigger Cut of Toll RevenueUS Launches Fresh Strikes on Iran Targets After Drone HitsAnthropic’s Mythos 5 AI Model Cleared by US for Wider UseAn Analyst’s Missed Remark Surfaced in Deadly Iran School Strike ProbeOman Tells Allies Ships Going Through Hormuz May Have to PayThe surge in market leverage, stemming in part fro