🌟 Editor's Note
Welcome to another exciting day in the vibrant tech ecosystem! i’ve got a packed newsletter full of insights, events, and analysis.
🚀 Stay Inspired
📈 Tech Stocks on the Move: Micron, Snap, and CoreWeave
Micron gears up for earnings with bullish forecasts, Snap rallies on buyout speculation, and CoreWeave climbs on Nvidia’s OpenAI deal.
Micron (MU) Earnings in Focus
Micron reports Q4 FY2025 earnings Tuesday, with Wall Street expecting revenue of ~$11.1B and EPS of ~$2.86 — more than double last year. The stock is already up nearly 90% YTD, and analysts at Citi, Mizuho, and Barclays have raised price targets, citing booming demand for AI-driven memory chips like HBM. Strong guidance could fuel further gains.
Snap
Snap shares are surging on record trading volumes, fueled by TikTok deal hype, buyout rumors, and renewed buzz around next-gen Spectacles. Google, Amazon, and Apple are rumored suitors, reviving memories of Meta’s failed $6B bid in 2013. With volumes hitting their highest levels since 2022, traders are betting “something big” may be brewing.
Coreweave
Coreweave shares are up 6% from fridays close largely due to Nvidia’s ipen AI deal and strong analysts buy rating
Stay tuned for tomorrows! Issue.
Till next time,