To The Moon

1.Executive Summary Ahead of $Marvell Technology(MRVL)$'s Q2 FY27 earnings on August 27, Wells Fargo analyst Aaron Rakers made one of the boldest calls of the season: he raised his price target to $310 from $240 — nearly $50 above the Street's ~$264 consensus — while reiterating a Buy rating. Rakers points to last week's expanded custom AI chip agreement with $Alphabet(GOOGL)$'s Google, which grants Google a warrant to buy up to $12.2 billion of Marvell stock, as the trigger. He's not alone in leaning bullish: of the 44 analysts covering Marvell, 38 currently rate it Buy. 📌 Key Insight: A $70 target hike in a single note, landing well above where the Street already sits, i

Singapore equities entered the second half from a position of strength. The $Straits Times Index(STI.SI)$ 's discount to Bloomberg consensus target price has narrowed materially from the double-digit levels that prevailed through much of the past few years, shifting the focus from valuation expansion to earnings delivery. With indicative STI EPS growth around 12% based on current LSEG Workspace consensus forecasts, investors are likely to place greater emphasis on profits, cash flow, dividends and capital discipline. That makes the post-1H26 earnings season an important test of earnings breadth. Consensus forecasts continue to point to following-FY earnings growth across all sectors, although REITs, Consumer Cyclicals and Utilities are presently

According to sources close to the matter, as Alibaba launched a placement financing round, founder Jack Ma has been increasing his holdings in Alibaba's Hong Kong-listed shares for several consecutive days, with the total amount exceeding HK$600 million, signaling his strong confidence in Alibaba's AI prospects. In addition, after Joseph Tsai purchased approximately HK$80 million worth of Alibaba shares yesterday, on August 25, according to information from the Hong Kong Stock Exchange, Alibaba Group Chairman Joseph Tsai again increased his stake by about HK$82 million. Following the placement news, Tsai has bought Alibaba shares for two consecutive days, and his current holdings amount to approximately HK$160 million. Are Jack Ma and Joseph Tsai's successive share purchases a genuine vote

$Bloom Energy Corp(BE)$ Chips determine how fast AI can run, but electricity determines whether a data center can operate at all. A new Bloom Energy position disclosed by the Pelosi household and Aggreko’s proposed IPO are putting the AI power shortage back in focus. As semiconductor stocks pull back, companies that can solve the data-center electricity bottleneck are attracting fresh attention. The latest catalyst is a congressional filing showing that Nancy Pelosi’s spouse, Paul Pelosi, established and increased a position in Bloom Energy (BE). According to the disclosure, the Pelosi household purchased: A total of 15,000 BE shares A total of 200 BE call options A $100 strike price An expiration date of June 17, 2027 The transactio

$英伟达(NVDA)$ will release its Q2 FY2027 earnings report after market close this Wednesday. Analysts forecast quarterly revenue to hit $92.3 billion, representing a 97.4% year‑over‑year rise, with adjusted EPS projected at around $2.1. Ahead of earnings, NVIDIA’s stock has fallen for seven consecutive trading days, marking its longest losing streak since 2022. Rumors of over 15% price hikes for server chips have deepened market worries over downstream purchasing appetite. Behind this pullback lies one core market bet: Will the era of frenzied AI capacity expansion slow down? Investors care less about how much the company earned this quarter, and far more about whether AI infrastructure spending can sustain its current pace. This outc

Over the past week, Wall Street analysts delivered a broad wave of rating upgrades across technology, AI infrastructure, semiconductors, cloud software, consumer and defensive sectors. From $Apple(AAPL)$’s target price jump to $400, to a wave of AI semiconductor upgrades covering $Advanced Micro Devices(AMD)$, $NVIDIA(NVDA)$, $Broadcom(AVGO)$, $Marvell Technology(MRVL)$ and $Micron Technology(MU)$, analysts are increasingly pointing toward o