AAM Transformers ETF

BNP Paribas Raises Micron's Target Price to $500

Google DeepMind Acquires CEO and Engineers from Hume AI

William Blair Analyst Gives Micron 'Outperform' Rating

GE Aviation Says Boeing 777X Delivery Delays Not Impacting GE 9X Engine Shipments

Rocket Lab Completes First 2026 Launch, Deploys Satellites for Open Cosmos

Raymond James Raises Alphabet's Rating, Stock Up 2% Pre-Market

GE Aerospace Q4 Adjusted Revenue Up 20.1%, Total Orders Up 74.2%

GE Aerospace Reports Q4 Revenue of $12.72 Billion, Exceeding Estimates

GE Aerospace projects 2026 EPS range of $7.10 to $7.40

GE Aerospace Reports Strong Revenue and Profit Growth in 2025 Financials

Micron Building Chip Plant in New York, Community Coalition Demands Binding Agreement

Micron CEO Emphasizes Crucial Role of Memory Chips in AI and Discusses Expansion Strategies

Compal Electronics: DRAM prices will continue until 2027

Gulf Development Signs Strategic Framework Agreement with Google for AI Infrastructure

KLA to Release FY2026 Q2 Earnings on January 29 After-Market EST, Forecast Revenue USD 3.25 B, EPS USD 8.5091

Sandisk to Release FY2026 Q2 Earnings on January 29 After-Market EST, Forecast Revenue USD 2.646 B, EPS USD 3.1257

Google Integrates Gemini into Khan Academy's Educational Tools

Rocket Lab Reports Neutron Rocket Water Pressure Test Tank Failure

Micron Technology Gets Shareholder Approval to Amend Bylaws

Fitbit Reveals Holiday Activity Decline and Launches Personal Health Coach

60 Degrees Pharmaceuticals

IO Biotech

Namib Minerals

Rich Sparkle

EGH ACQUISITION CORP COM USD0.0001(S/R)

iOthree

Tradr 2X Long USAR Daily ETF

Leverage Shares 2X Long USAR Daily ETF

Captivision

Tradr 2X Long CRML Daily ETF

SOXQ

SOXX

SOXL

FTXL

Micron Technology is poised for significant profit growth, with an analyst from William Blair predicting a near quadrupling of adjusted earnings per share over the next two years due to a supply-demand imbalance in memory products. The analyst expects Micron's high-bandwidth-memory revenue to grow 164% in 2026 and 40% in 2027, benefiting from the AI boom. Despite potential challenges from competitors like Samsung, Micron's stock remains attractively priced compared to historical averages, trading at a forward P/E of 9.7x for 2026.

- A William Blair analyst predicts that Micron will benefit from a significant supply-demand imbalance in memory products through at least 2027.  
- The ongoing demand for high-bandwidth memory from AI chip makers and constraints in production capacity positioned Micron for substantial price increases and projected earnings growth of over 275% per share in the next two years.  
- Despite long-term stabilization of supply and demand, Micron's stock, currently trading below its historical average, remains attractive compared to other AI semiconductor companies.

Dow Jones

Micron Tech

Invesco PHLX Semiconductor ETF

SPDR S&P Semicon

iShares Semiconductor ETF

Direxion Semicon Bull 3X

First Trust Nasdaq Food & Semicon

Micron's business is so hot that profits could quadruple in just two years, says this analyst

KLAC

Investors are showing a bullish sentiment towards KLA (NASDAQ:KLAC), with significant options trading activity noted. Benzinga's options scanner identified 13 unusual trades, with 38% bullish and 30% bearish sentiment. The predicted price range for KLA is between $490.0 and $1780.0. Currently, KLA's stock is trading at $1545.67, down 0.14%. Analysts have mixed ratings, with target prices ranging from $1550 to $1700. Options trading carries higher risks but offers greater profit potential, requiring traders to stay informed and manage risks effectively.

benzinga_article

VanEck Semiconductor ETF

KLA's Options Frenzy: What You Need to Know

BOED

ARKX

BOEG

BOEU

Dear Boeing Stock Fans, Mark Your Calendars for January 27

Barchart Option

Invesco Aero & Defense ETF

ISHRS Aero & Def

SPDR S&P Aerospace & Def

Direxion Daily BA Bear 1X Shares

ARK Space Exploration & Innovation ETF

Leverage Shares 2X Long BA Daily ETF

Direxion Daily BA Bull 2X Shares

Boeing

Dear Boeing Stock Fans, Mark Your Calendars for January 27

SNDK

SanDisk Stock Keeps Surging. Did You Miss Your Chance to Buy?

Sandisk

SanDisk Stock Keeps Surging. Did You Miss Your Chance to Buy?

.SPX

MRNA

Moderna's stock has more than doubled following positive results from a Phase 2b trial of its cancer vaccine, which showed a 49% reduction in the risk of relapse or death for melanoma patients when combined with Merck's Keytruda. The company anticipates 2025 revenue of $1.9 billion, amid declining COVID-19 vaccine demand. Moderna is focusing on expanding its product portfolio and has become the second-best performer in the S&P 500 Index in 2026, following Sandisk.

Sherwoodnews

ALPS Medical Breakthrough

iShares US Pharma

SPDR S&P Biotech

iShares Biotechnology ETF

Merck

Ark Genomic Revolution ETF

S&P 500

Invesco Nasdaq Biotechnology ETF

Health Care Select Sector SPDR

Moderna

iShares Global Healthcare

VanEck Biotech ETF

Marinus Pharma

First Trust NYSE Arca Biotech Index Fd

Invesco Biotechnology & Genome ETF

VG Health

Proshares Ultra Nasdaq Biotech

Moderna extends rally on positive cancer vaccine results

BRK.B

BRK.A

INTC

ORCL

Investors are moving away from consumer packaged goods, with Berkshire Hathaway planning to sell its 27.5% stake in Kraft Heinz, which saw a 6% drop in stock price. Applovin and Oracle are also trending down, while Microsoft faces criticism over Windows 11. In contrast, Intel's stock is rising ahead of its quarterly results, and Sandisk has gained 10.5% recently. Moderna's share price is nearing a double, with significant short interest.

- Investors are currently avoiding consumer packaged goods, prompting Berkshire to sell its 27.5% stake in Kraft Heinz.  
- Kraft Heinz' stock fell by about 6%, with Berkshire suffering a 70% loss since the 2015 merger due to rising input costs affecting profit margins.  
- Other companies like Applovin and Microsoft face declining trends, while Intel and Sandisk have seen recent stock price increases ahead of earnings reports.

Baystreet

Berkshire Hathaway B

Kraft Heinz

AppLovin

Berkshire Hathaway

Intel

Oracle

Microsoft

These Are Today’s Marketing Moving Trades

JETS

Boeing has secured significant aircraft orders from Ethiopian Airlines and Delta Air Lines, marking a resurgence in demand for its jets. This is the first time in seven years that Boeing has surpassed Airbus in net commercial orders, driven by increased production of the 787 Dreamliner. The new commitments indicate airlines are planning for long-term growth in international travel. Investors should monitor Boeing's ability to deliver on these orders and manage its supply chain effectively, as this will impact future cash generation and production stability.

Simplywall

Us Global Jets

Delta Air Lines

Boeing Wins Key Orders As Recovery And Cash Flow Story Builds

ST Engineering has signed a five-year exclusive MRO service agreement with LOT Polish Airlines, specifically for the maintenance, repair, and overhaul of engine nacelles for the Boeing 787 Dreamliner. The agreement covers 15 Boeing 787 aircraft and includes not only the continuation of existing maintenance services but also a new structured overhaul program and the introduction of predictive maintenance methods. The specific contract value has not been disclosed

Zaobao

ST Engineering

ST Engineering signs MRO service agreement with Polish Airlines | Lianhe Zaobao

Boeing (NYSE:BA) has seen a surge in bullish options trading, with 18 uncommon trades detected, indicating significant investor interest. The sentiment is 55% bullish and 22% bearish, with a total of $1.17 million in trades. Analysts project a price target range of $200 to $270 for Boeing, with a current price of $252.13. Upcoming earnings are expected in 5 days, and analysts have a consensus target price of $281, with individual targets ranging from $270 to $298. Options trading carries risks, requiring traders to stay informed and adaptable.

Boeing's Options Frenzy: What You Need to Know

LRCX

RBC Capital Sees a $550 Billion Reason to Buy These 3 Chip Stocks

Marvell Tech

GraniteShares 2x Long MRVL Daily ETF

Lam Research

Lattice Semicon

Invesco Semiconductors ETF

Applied Materials

Leverage Shares 2X Long ASML Daily ETF

T-Rex 2X Long NVIDIA Daily Target ETF

GraniteShares 2x Long NVDA Daily ETF

YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bull 2X Shares

ASML

NVIDIA

Astera Labs

RBC Capital Sees a $550 Billion Reason to Buy These 3 Chip Stocks

Sandisk's stock price has surged over 100% this year, reaching a record high of $501, making it the top performer in the S&P 500 Index. The growth is attributed to a global memory shortage and strong demand from data centers. However, analysts warn of potential risks, including a significant drop in stock price due to overvaluation and inventory challenges if the AI boom stalls. Technical analysis indicates the stock may soon face a reversal, with key support at $400.

Invezz

Sandisk stock price may suffer a harsh reversal soon: here’s why

YOUL

Youlife pre-market down 4.97%; Lam Research pre-market up 3.55%; 60 Degrees Pharmaceuticals pre-market up 172.07%; iOthree pre-market up 132.08%; CIM Commercial Trust pre-market up 81.23%

Tracking Unusual Activity

Youlife

Pre-market hot trades in US stocks: Youlife pre-market down 4.97%; Lam Research pre-market up 3.55%

MULL

Stifel Is Pounding the Table on Micron Stock for 2026. Here’s Why.

Direxion Daily MU Bull 2X Shares

GraniteShares 2x Long MU Daily ETF

Stifel Is Pounding the Table on Micron Stock for 2026. Here’s Why.

LRCU

Citigroup has raised its price target for Lam Research (LRCX) from $190 to $265, indicating a 16% upside from the stock's last close. Shares of Lam Research rose 2.4% to $233.76 in premarket trading. Citigroup notes that the semiconductor industry is in a phase 2 upcycle, with wafer fabrication equipment spending expected to reach $126 billion by 2026. Currently, 23 out of 32 brokerages recommend a "buy" or higher for LRCX, with a median price target of $200.

Reuters

Tradr 2X Long LRCX Daily ETF

BUZZ-Citigroup hikes Lam Research PT; shares rise

AAM Transformers ETF(TRFM.US)

Micron's business is so hot that profits could quadruple in just two years, says this analyst

KLA's Options Frenzy: What You Need to Know

Dear Boeing Stock Fans, Mark Your Calendars for January 27

SanDisk Stock Keeps Surging. Did You Miss Your Chance to Buy?

Moderna extends rally on positive cancer vaccine results