Bailey

[TipRanks @TipRanks]

BofA raised price targets on Arm and AMD following its latest AI infrastructure outlook:

$ARM to $335 from $245 (Neutral)
$AMD to $560 from $500 (Buy)

BofA is citing the growing impact of agentic AI and a sharply higher forecast for the server CPU market.

BofA sees AI expanding opportunities across both x86 and Arm-based architectures, while continuing to view Nvidia $NVDA as its top sector pick.

[Documenting Saylor @saylordocs]

Billionaire investor Ron Baron explained the silent math destroying your wealth:

Your money loses 4 to 5% of its purchasing power every single year. The economy grinds higher at roughly 2%. That is a relentless 7% headwind against you, annually.

What that really means. Prices double every 10 to 12 years. Your savings are cut in half in real terms within about 15 years. Cash sitting idle is not safe, it is decaying.

The system is structurally engineered to punish savers and force capital into risk just to survive.

[BMNR Bullz @BMNRBullz]

TOM LEE: THIS IS CASH RAISING, NOT THE TOP

Tom Lee @fundstrat says the market is getting hit because institutions are raising cash ahead of the $75B SpaceX IPO.

They may need cash for the IPO, then more cash to build a full market weight position in the aftermarket.

That means selling recent winners.

But Tom says the charts are not broken, this dip gets bought, and because so many people think SpaceX marks the top, it probably is not the top.

[Shay Boloor @StockSavvyShay]

A lot of red on the screen today.

[Market Rebellion @MarketRebels]

$GOOGL Gemini launches agentic risk monitoring

[Hardik Shah @AIStockSavvy]

$META | Truist Securities reiterates 𝐁𝐮𝐲 on 𝐌𝐞𝐭𝐚, maintains 𝐏𝐓 𝐚𝐭 $𝟖𝟒𝟎, flagging a $𝟐𝟎𝐁+ 𝐬𝐮𝐛𝐬𝐜𝐫𝐢𝐩𝐭𝐢𝐨𝐧 opportunity

Analyst sees subscriptions generating $20B+ in high-margin revenue by FY30, helping Meta outgrow the digital ad market and grow faster for longer.

[Ryan Detrick, CMT @RyanDetrick]

The S&P 500 recently was up more than 19% in two months.

You ready for this one? That has only happened seven other times and stocks were never lower 1 month, 3 months, 6 months, or a year later.

In fact, up more than 40% on average a year later. My oh my.

[TrendSpider @TrendSpider]

With great leverage comes great volatility...
$SOXL

[TrendSpider @TrendSpider]

The S&P 500 suffers its worst intraday loss in nearly 4 months 🩸 $SPY

[TrendSpider @TrendSpider]

🚨 S&P500 REBALANCING

🟢 $MRVL Added
🟢 $FLEX Added
🔴 $POOL Removed
🔴 $CPB Removed

[TrendSpider @TrendSpider]

🚨 BREAKING: Marvell $MRVL to join the S&P 500

[TrendSpider @TrendSpider]

Investing Hack #5:

Buy Nvidia $NVDA under 36x P/E and ask questions later

[TrendSpider @TrendSpider]

This line tends to deliver $AMZN

[Ash Crypto @AshCrypto]

DUMP:

$520,000,000,000 wiped out from the US stock market at open.

[TipRanks @TipRanks]

🚨China Renaissance initiated coverage of Nvidia $NVDA with a Buy rating and $319 price target.

[TrendSpider @TrendSpider]

🚨 The S&P 500 is staring at history.

If $SPY closes green tomorrow, it will mark 10 consecutive weeks higher for the first time in more than 40 YEARS.

The last double-digit weekly win streak came in 1985, when the S&P 500 climbed for 12 straight weeks.

One close away...

[Hardik Shah @AIStockSavvy]

$MSFT | Citizens reiterates 𝐌𝐚𝐫𝐤𝐞𝐭 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 on 𝐌𝐢𝐜𝐫𝐨𝐬𝐨𝐟𝐭, maintains 𝐏𝐓 𝐚𝐭 $𝟓𝟓𝟎

Analyst sees positive spending checks and Microsoft's Agentic AI platform evolution as key drivers.

[Hardik Shah @AIStockSavvy]

$MRVL | Stifel maintains 𝐁𝐮𝐲 on 𝐌𝐚𝐫𝐯𝐞𝐥𝐥, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟑𝟐𝟏

Analyst sees the CEO's keynote as a high-production reaffirmation of the data-infrastructure thesis, supporting the company's financial trajectory.

[Evan @StockMKTNewz]

All of these stocks hit new 52 WEEK HIGHS at some point today

Apple $AAPL
ASML $ASML
Micron Technology $MU
Goldman Sachs $GS
IBM $IBM
Cisco $CSCO
Marvell $MRVL
Morgan Stanley $MS
Alcoa $AA
Applied Materials $AMAT
Arrow Electronics $ARW
Avnet $AVT
Blackberry $BB
Bank of Montreal $BMO
Bank of New York Mellon $BNY
Borgwarner $BWA
Century Aluminum $CENX
Ciena $CIEN
Cipher Digital $CIFR
Celestica $CLS
Canadian National Railway $CNI
Coherent $COHR
Credo Technology $CRDO
Ericsson $ERIC
Freeport-McMoRan $FCX
F5 Inc $FFIV
Flextronics $FLEX
Generac Holdings $GNRC
Hudbay Minerals $HBM
Hewlett Packard Enterprise $HPE
HSBC $HSBC
Hut 8 $HUT
Ingram Micro $INGM
Lam Research $LRCX
Lattice Semiconductor $LSCC
Madison Square Garden Sports $MSGS
Nokia $NOK
Nucor $NUE
ON Semiconductor $ON
Rambus $RMBS
Rockwell Automation $ROK
Sanmina $SANM
Silicon Motion $SIMO
SK Telecom $SKM
Sensata Technologies $ST
Steel Dynamics $STLD
STMicroelectronics $STM
Seagate Technology $STX
Western Digital $WDC
Terawulf $WULF