Why Micron Stock Hit a New All-Time High Today Yahoo Finance Micron: Upcoming Capacity Ramps Could Change The Story (NASDAQ:MU) Seeking Alpha How a nudge from Nvidia propelled frugal Micron into the AI boom and a $1 trillion market cap Reuters
Why Micron Stock Hit a New All-Time High Today Yahoo Finance Micron: Upcoming Capacity Ramps Could Change The Story (NASDAQ:MU) Seeking Alpha How a nudge from Nvidia propelled frugal Micron into the AI boom and a $1 trillion market cap Reuters
Monument Mining press release ( MMY:CA ): Q3 GAAP EPS of $0.07. Revenue of $47.04M (+137.0% Y/Y). More on Monument Mining Historical earnings data for Monument Mining Financial information for Monument Mining
Monument Mining press release ( MMY:CA ): Q3 GAAP EPS of $0.07. Revenue of $47.04M (+137.0% Y/Y). More on Monument Mining Historical earnings data for Monument Mining Financial information for Monument Mining
Freedom Holding press release ( FRHC ): FY GAAP EPS of $2.51. Revenue of $2.19B (+9.5% Y/Y). More on Freedom Holding Freedom Holding Remains A Compelling Buy Ahead (Earnings Preview) Historical earnings data for Freedom Holding Financial information for Freedom Holding
Freedom Holding press release ( FRHC ): FY GAAP EPS of $2.51. Revenue of $2.19B (+9.5% Y/Y). More on Freedom Holding Freedom Holding Remains A Compelling Buy Ahead (Earnings Preview) Historical earnings data for Freedom Holding Financial information for Freedom Holding
Key PointsChief Medical Officer Helen Collins sold 5,000 shares of Common Stock for a total of ~$199,000 on May 18, 2026, at an average price of around $39.79 per share.
Key PointsChief Medical Officer Helen Collins sold 5,000 shares of Common Stock for a total of ~$199,000 on May 18, 2026, at an average price of around $39.79 per share.
Elliott Investment Management LP has built a large stake in Northern Star Resources Ltd. and is pushing for a strategic review and leadership changes at the Australian mining company. Elliott disclosed Monday that it holds a stake worth more than A$1 billion ($716 million) in Northern Star and is urging the company to work with the investor. The activist investor said that while Northern Star has ...
Elliott Investment Management LP has built a large stake in Northern Star Resources Ltd. and is pushing for a strategic review and leadership changes at the Australian mining company. Elliott disclosed Monday that it holds a stake worth more than A$1 billion ($716 million) in Northern Star and is urging the company to work with the investor. The activist investor said that while Northern Star has “world-class” gold mining assets it has underperformed due to operational missteps, cost overruns and inconsistent strategic direction, according to a statement Monday. Elliott is urging the miner to conduct a strategic review including a sale while conducting an external search for a chief executive officer. “We believe there would be significant strategic interest in Northern Star,” Elliott said in a presentation . Elliott is also pushing Northern Star to refresh its board for new perspectives. Stuart Tonkin , who has been CEO since 2016, will step down in the coming months, the company announced in May. A representative for Northern Star didn’t immediately respond to a request for comment. Elliott, which managed about $79.8 billion at the end of 2025, last year disclosed a large stake in Toronto-based Barrick Mining Corp., as the world’s second-largest gold producer struggled to capitalize on a bullion rally.
Hlopotov/iStock via Getty Images In the last week of May, Nvidia's ( NVDA ) Jensen Huang, Advanced Micro Devices' ( AMD ) Lisa Su, and Intel's ( INTC ) Lip-Bu Tan all converged on Taiwan within days of each other. Three direct competitors, all in the same supplier's backyard at the same time, are, in my view, about as clear a demand signal for AI chips as one can read from the outside. Nvidia pled...
Hlopotov/iStock via Getty Images In the last week of May, Nvidia's ( NVDA ) Jensen Huang, Advanced Micro Devices' ( AMD ) Lisa Su, and Intel's ( INTC ) Lip-Bu Tan all converged on Taiwan within days of each other. Three direct competitors, all in the same supplier's backyard at the same time, are, in my view, about as clear a demand signal for AI chips as one can read from the outside. Nvidia pledged to spend up to $150 billion annually in the region, and AMD said AI chip demand was running ahead of its own internal forecasts a year back. Therefore, I was not surprised to see Taiwan Semiconductor Manufacturing Company Limited, aka TSMC ( TSM ), hitting a new high at the end of May. Guidance Terminal I was long TSMC through options (August expiration) and also via shares. Last week, I sold my options for a decent profit, as I’m looking to redeploy capital to several bottleneck trades in Taiwan and Japan (namely, ABF substrates, T-glass cloth suppliers, HLCCs makers, and CCL advanced copper foil suppliers). Yep. I’m diversifying away from the U.S., as most of these bottleneck trades don’t have a U.S.-listed beneficiary (upstream of the bottleneck, that is). That said, I still hold a small position in TSM via shares. I like the stock, although it’s not in my multibagger list. In this piece, I discuss, among other things, whether the 66%-plus gross margins can hold as the company simultaneously ramps its most expensive new node, the N2, builds fabs in Arizona and Japan, and absorbs the Taiwan-dollar swings. I remain bullish, although I’m moving away from this stock because I want higher torque on returns. Yes, you may rightfully call my move greed in the midst of a bubble that, in my view, is still in the expansion phase. Architecture-Agnostic at the Top of the Stack Let me explain first why this matters. As you already know (if you are tuned with Broadcom ( AVGO ) or Marvell (MRVL)), the AI chip market is splitting in two directions: merchant GPUs and custom ASICs (dev...