HPE, PBF Energy and NetApp hit record highs, Micron and crypto fuel the rally, William Blair picks six stocks, Palantir pitches government-owned AI and a soft jobs report lifts rate-sensitive names.
Hewlett Packard Enterprise, PBF Energy and NetApp all reached record highs after quarters that beat expectations and lifted analysts' forecasts. Watch whether those estimates keep rising, the trend that has carried all three to new highs.
Read More →The bull market picked up new tailwinds this week, led by Micron's results showing AI spending shifting toward memory chips. The risk is the job market: a soft September eased rate fears, but more weakness could undercut the rally.
Read More →William Blair's October conviction list flags six stocks with near-term catalysts, from fintechs like Chime and Dave to cybersecurity firm Netskope. Watch the first tests: Dianthus has trial data due and TheRealReal reports in November.
Read More →Palantir builds AI software for governments, and Armada's modular data centers will let countries run it on hardware they own. Watch for the first signed contracts, since the partners have not said what the deal could earn.
Read More →FuelCell Energy, Avis Budget and three other rate-sensitive names rose after weaker September hiring pulled Treasury yields lower. Cheaper borrowing helps big orders, but watch whether a cooling job market delays projects.
Read More →This newsletter is for informational and educational purposes only and does not constitute investment advice or a recommendation to buy or sell any security. Always conduct your own research and consult a licensed financial professional before making investment decisions.
