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Hello everyone! Today i want to share some trading analysis with you!
1
UBS says $Micron Technology(MU)$ could repurchase more than 40% of its shares by the end of 2028 once its buyback restriction expires in December 2026.
The firm expects Micron to generate over $400B in free cash flow through 2028 which could fund the repurchases at current prices.
2
$Alphabet(GOOGL)$ is developing a new AI chip called “Frozen v2” that could run Gemini models nearly 10x more efficiently than its latest TPUs.
The chip is targeted for 2028 and would hardwire parts of Gemini to improve speed and efficiency while easing Google’s compute constraints.
3
$Microsoft(MSFT)$ is expanding its $Advanced Micro Devices(AMD)$ partnership by bringing Helios rack-scale systems to Azure for frontier AI inference in 2H26.
The rollout combines MI455X GPUs, Venice CPUs, Pensando networking and ROCm alongside new AMD-powered Azure VMs.
4
Scotiabank says $SpaceX(SPCX)$ Starlink Mobile is coming soon to Brazil which would become its third largest market by population after the U.S. and Nigeria.
The launch could give Starlink’s regional partners at least a two year lead as $AST SpaceMobile, Inc.(ASTS)$ has only 10 BlueBirds in orbit versus ~90 needed for global coverage.
The firm estimates rival services may not reach South America until late 2028 or early 2029 while Starlink Mobile already operates ~650 satellites.
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