Micron Technology ( MU ) is on track to close in green after six consecutive sessions of downward trend, with shares up 2.47% at $364.23 in Friday afternoon trading. The company’s shares dropped 23.02% over the past six sessions, far outpacing the S&P 500’s 2.23% decline, but remain a standout in 2025 with a 27.5% gain compared to the broader S&P 500 index’s 5.4% loss. Recently , MU shares remaine...
Micron Technology ( MU ) is on track to close in green after six consecutive sessions of downward trend, with shares up 2.47% at $364.23 in Friday afternoon trading. The company’s shares dropped 23.02% over the past six sessions, far outpacing the S&P 500’s 2.23% decline, but remain a standout in 2025 with a 27.5% gain compared to the broader S&P 500 index’s 5.4% loss. Recently , MU shares remained under pressure as investors reassessed the outlook for memory pricing and AI-driven demand, despite Micron’s positioning as a key supplier of high-bandwidth memory used in artificial intelligence workloads. The company shares had dropped nearly 7% on Thursday after Alphabet ( GOOG ) ( GOOGL ) unveiled its TurboQuant compression technology, which the company said reduces memory usage and improves AI model efficiency. The development raised concerns about potential demand erosion for memory chips, weighing on the broader sector. However, Seeking Alpha analyst Bill Gunderson stated that MU delivered a record-breaking Q2 2026, with revenue up 196% and EPS surging 682% year-over-year, well above expectations. The company’s shift to high-value AI memory and storage, while exiting low-priority consumer segments, has fueled the strong earnings and revenue growth. Looking ahead, Q3 2026 guidance is robust, with revenue projected at $33.5 billion, gross margins at 81%, and non-GAAP EPS at $19.15. Gunderson maintains a Buy rating on MU, with a five-year target of $726.12, signaling an 84% upside despite cyclical risks and intense competition. Looking at Seeking Alpha’s Quant rating , MU was rated a Strong Buy with a score of 4.99 out of 5. The company earned an A+ for profitability, an A+ for growth, and an A- for valuation. Wall Street analysts appear broadly bullish as well, with 37 rating the stock a BUY or higher and six rating it a HOLD. Similarly, Seeking Alpha analysts remain positive, issuing a BUY call on the stock. More on Micron Technology Micron: Don't Be Fooled By The B...
jetcityimage/iStock Editorial via Getty Images We analyze option activity to forecast price movements in stocks and sectors over the intermediate term, which is typically from two to five months. Current option activity in both JPMorgan Chase & Co. ( JPM ) and the entire financial sector points to higher prices. Note: We use option activity to determine “when” to buy or sell—not “what” to buy or s...
jetcityimage/iStock Editorial via Getty Images We analyze option activity to forecast price movements in stocks and sectors over the intermediate term, which is typically from two to five months. Current option activity in both JPMorgan Chase & Co. ( JPM ) and the entire financial sector points to higher prices. Note: We use option activity to determine “when” to buy or sell—not “what” to buy or sell. The “what” decision is best made through fundamental analysis. I would not buy or sell a stock without first reviewing what option activity was saying about its immediate price direction. Options Since people buy “calls” when they expect higher prices and “puts” when they expect lower prices, option data provides powerful insight into investor expectations. To illustrate this, we’ll examine four charts of option activity that point to higher prices for JPM. The “Puts To Calls” Ratio Marty Zweig developed the puts-to-calls ratio over fifty years ago. He compared the buying of “put” and “call” contracts to decide if investors were bullish or bearish on the market. He found when “too many” bought calls, prices usually went down. When “too many” bought puts, prices usually rose. Their buying activity acted as a contrary opinion indicator. While he compared contracts, we compared money, which we think is better. Ratios are calculated over 20 days to obtain intermediate-term expectations. The “Puts To Calls” Ranking Of The Financial Sector This table ranks 11 of the S&P 500 ( SP500 ) sectors by their puts-to-calls ratio. It shows that the financial sector and the technology sector are the only two giving Green Zone signals. Green Zone signals occur when there is far too much put buying when ranked against historic norms. They represent buy signals for that sector or stock. Every sector stock is included in the calculation. In this case, it is 552 financial stocks. This is our Puts to Calls ranking of the S&P sectors using our Red Zone- Green Zone ranking system (The Sentimen...
primeimages/E+ via Getty Images By James Picerno The stock market’s decline since the Iran war started isn’t surprising, but some market observers have been puzzled by the gradual, orderly slide in equities to date. Why hasn’t the conflict triggered a deeper correction? Robust earnings may be a factor. The S&P 500’s current drawdown is -7.2%, which is still relatively modest by historical standard...
primeimages/E+ via Getty Images By James Picerno The stock market’s decline since the Iran war started isn’t surprising, but some market observers have been puzzled by the gradual, orderly slide in equities to date. Why hasn’t the conflict triggered a deeper correction? Robust earnings may be a factor. The S&P 500’s current drawdown is -7.2%, which is still relatively modest by historical standards. No one knows if the decline will deepen, or when the war will end, but solid earnings data is a likely reason why the correction, so far, is still within a “normal” range. Earnings are a key - if not the primary - driver of equity returns through time, which suggests that recent gains on this front, along with upbeat expectations for the near-term outlook, may have helped limit the downside for stocks. The research firm FactSet estimates that the equity market’s year-over-year earnings growth rate through this year’s first quarter is 12.5%. “If 12.5% is the actual growth rate for the quarter, it will mark the sixth straight quarter of double‑digit (year over year) earnings growth reported by the index,” writes the senior analyst. For recent historical perspective, consider the stock market’s performance (S&P 500 Index) in context with earnings. Unsurprisingly, equities have been rising in line with earnings growth. If the bullish forecasts for earnings are accurate, the growth trend may provide support for stocks and help minimize the war-related downside risk. Market volatility in the short term can spike for a variety of reasons, and so, it’s never clear how much support earnings can provide over a few weeks or months. As the renowned value investor Ben Graham famously observed, “In the short run, the market is a voting machine, but in the long run it is a weighing machine.” Wall Street remains generally upbeat on S&P earnings for 2026. The question is how much of a haircut could be brewing if the war runs longer than the optimistic views suggest? Analysts at Barclays ...
Flags of the European Union outside the European Central Bank (ECB) headquarters in Frankfurt, Hesse, Germany, on Thursday, March 19, 2026. The ECB kept interest rates unchanged for a sixth meeting as it seeks clarity on how damaging the war in Iran will prove for inflation and the economy. Photographer: Alex Kraus/Bloomberg
Flags of the European Union outside the European Central Bank (ECB) headquarters in Frankfurt, Hesse, Germany, on Thursday, March 19, 2026. The ECB kept interest rates unchanged for a sixth meeting as it seeks clarity on how damaging the war in Iran will prove for inflation and the economy. Photographer: Alex Kraus/Bloomberg
Lassonde Industries press release ( LSDAF ): Q4 GAAP EPS of $7.92. Revenue of $768.1M (+4.1% Y/Y) beats by $214.83M . Gross profit of $225.0 million (29.3% of sales), up $32.1 million from the same quarter last year. This net increase results mainly from the following items: More on Lassonde Industries Lassonde Industries Inc. (LAS.A:CA) Q4 2025 Earnings Call Transcript Lassonde Industries Inc. 20...
Lassonde Industries press release ( LSDAF ): Q4 GAAP EPS of $7.92. Revenue of $768.1M (+4.1% Y/Y) beats by $214.83M . Gross profit of $225.0 million (29.3% of sales), up $32.1 million from the same quarter last year. This net increase results mainly from the following items: More on Lassonde Industries Lassonde Industries Inc. (LAS.A:CA) Q4 2025 Earnings Call Transcript Lassonde Industries Inc. 2025 Q4 - Results - Earnings Call Presentation Palm Valley Capital Fund buys Ingredion in Q4, sells Northwest Natural Historical earnings data for Lassonde Industries Dividend scorecard for Lassonde Industries
Recent share performance and business scale Taiwan Semiconductor Manufacturing (TSM) has recently faced a 6.2% one day share decline, adding to a month drop of about 15%, even as the stock remains higher over the past 3 months. Over the past year, the company reports a total return of about 96%, with multi year total returns that are several times the starting value. Recent moves come against a ba...
Recent share performance and business scale Taiwan Semiconductor Manufacturing (TSM) has recently faced a 6.2% one day share decline, adding to a month drop of about 15%, even as the stock remains higher over the past 3 months. Over the past year, the company reports a total return of about 96%, with multi year total returns that are several times the starting value. Recent moves come against a backdrop of sizeable operations across global semiconductor markets. See our latest analysis for...
Cathie Wood just dialed back one of Big Tech’s biggest names again. The ARK Invest boss shed 3,578 shares of Meta Platforms (META) on March 25, a move worth nearly $2.1 million. The sale was spread across three of ARK’s major actively managed ETFs, with Meta coming off a lean patch, having ...
Cathie Wood just dialed back one of Big Tech’s biggest names again. The ARK Invest boss shed 3,578 shares of Meta Platforms (META) on March 25, a move worth nearly $2.1 million. The sale was spread across three of ARK’s major actively managed ETFs, with Meta coming off a lean patch, having ...
According to the current regulations, Sword Group announces that its 2025 Financial Report has been made available to the public. It was sent to the Commission de Surveillance du Secteur Financier (CSSF) and was also filed with the Luxembourg Stock Exchange. It can be viewed and downloaded on the website of the company: 2025 FINANCIAL REPORT
According to the current regulations, Sword Group announces that its 2025 Financial Report has been made available to the public. It was sent to the Commission de Surveillance du Secteur Financier (CSSF) and was also filed with the Luxembourg Stock Exchange. It can be viewed and downloaded on the website of the company: 2025 FINANCIAL REPORT