$MU Soars 15.7% After Blowout Earnings, All-Time High Within Reach 🚀
$Micron Technology(MU)$ $Micron Technology (MU) Soars +15.74%: Earnings Blowout Ignites Rally, Eyes $1255 High 📈 Latest Close Data: MU surged to $1213.56 on 2026-06-26, up a staggering +15.74% from the previous close. The stock is now trading just $41.44 (3.3%) below its 52-week high of $1255.00. 🚀 Core Market Drivers: The explosive move is fueled by a stellar earnings report that significantly exceeded market expectations, as highlighted in recent news. Strong demand for AI and high-performance memory chips continues to drive robust fundamentals, overshadowing broader market volatility. 📊 Technical Analysis: The breakout is confirmed by surging volume (83.04M shares, Volume Ratio: 1.42). RSI(6) at 66.54 shows strong momentum without
🚨 Micron Just Changed the AI Memory Game: Why Wall Street Is Raising the Bar
1. Executive Summary $Micron Technology(MU)$ just delivered one of the strongest quarters in its history—and Wall Street is taking notice. Revenue, margins, and earnings all crushed expectations, but the bigger story wasn't the numbers. Management revealed 16 Strategic Customer Agreements (SCAs) covering roughly 20% of DRAM and one-third of NAND shipments, marking a major shift from the traditional boom-and-bust memory cycle toward longer-term contracted revenue. The response from analysts was swift: J.P. Morgan: Overweight, Price Target $1,540 (raised from $550) Morgan Stanley: Overweight, Price Target $1,200 (raised from $1,050) Goldman Sachs: Neutral, Price Target $1,100 (raised from $900) 📌 Key Insight: Wall Street isn't simply r
$Merck(MRK)$ $Merck & Co., Inc.(MRK) Surged +4.02%: Nears All-Time High on Keytruda Milestones, $125.96 Breakout in Focus 📈 Latest Close Data: 🕐 MRK closed at $125.45 on 2026-06-26, surging +4.02% ($4.85). The stock is now just $0.51 shy of its 52-week and intraday high of $125.96. Core Market Drivers: 💊 Key bullish catalysts are driving momentum: 1) FDA approval for Keytruda combined with Trodelvy in PD-L1+ advanced breast cancer, a major label expansion. 2) EU approval for Keytruda+Padcev in bladder cancer and a new China approval for platinum-resistant ovarian cancer. 3) Ongoing M&A speculation, including potential large-scale acquisitions to bolster the pipeline ahead of Keytruda's patent cliff. Technical Analysis: 📊 The
$WDC Rebounds Sharply, Setting Sights on a $710 Breakout
$Western Digital(WDC)$ $Western Digital Corp. (WDC) Surges +4.90%: Defying Gravity at $675, RSI Rebounds from Oversold 🚀 Latest Close Data: 📈 Closed at $675.39 (USD) on June 26, 2026, up +4.90% from the previous close. The stock remains $124.48 (15.6%) below its 52-week high of $799.87. Core Market Drivers: 🔥 Strong momentum is driven by robust capital flows, with a net inflow of $42 million on the day. Recent data shows a significant decline in short volume, dropping from 299.31K shares on June 18 to just 38.01K by June 24, indicating a potential short squeeze and reduced selling pressure. Technical Analysis: 📊 Volume: Trading volume was 11.75M shares with a volume ratio of 0.86, indicating a consolidation day after recent volatili
$Caterpillar(CAT)$ $Caterpillar (CAT) Soars +6.29%: AI Power Play Hits New 52-Week High at $1057, Momentum Ignited 🚀 📈 Latest Close Data Closed at $1057.01 on 2026-06-26, surging +6.29% (+$62.56). The stock touched a new 52-week high of $1057.07, just $0.06 from the peak. ⚙️ Core Market Drivers AI Infrastructure Boom: Strong demand for data center backup power (1,600-3,000 kW range) continues, with CAT's Tianjin factories covering this segment. Orders remain high. Institutional Optimism: J.P. Morgan recently raised its price target to $1165, reflecting confidence in the company's growth path tied to AI and industrial cycles. 📊 Technical Analysis Volume: Trading volume of 4.65M shares, with a Volume Ratio of 1.12, indicating active p
Technology Platform Update: Can AI Eldercare Robots Measure “Care-Capacity Release”?
$AJJ Medtech(584.SI)$ AJJ Medtech (SGX:584) announced on 25 June 2026 the DOI-registered public research version of RR-Care™ FTE 2.3. This is not a commercial contract announcement, and it is not a clinical validation announcement. It also does not represent immediate revenue recognition, earnings forecast or commercialisation guarantee. More precisely, it is a company-led frontier systems technical paper public version that tries to explain how AI-enabled eldercare robots may support routine care tasks in institutional eldercare settings, and how part of that routine workload may be interpreted through an FTE-equivalent workload-release planning indicator. In simple terms, RR-Care™ FTE 2.3 does not mean “one robot replaces 2.3 care
YAS Digital Group Ltd and Mint Incorporation Ltd Form Strategic Joint Venture to Advance Robotics and AI Insurance Solutions
Hong Kong, June 25, 2026 (GLOBE NEWSWIRE) -- $Mint Incorporation Limited(MIMI)$ (“Mint” or the “Company”, together with its subsidiaries, the “Group”, NASDAQ: MIMI), a Hong Kong-based company strategically focused on artificial intelligence (AI) and robotics, and an established business interior design and fit-out works provider, today announced that it has entered into a joint venture agreement (the “JV Agreement”) with YAS Digital Group Limited (“YAS”) to establish YAS Robotics Limited (the “JV Company”), a new Hong Kong-based joint venture company focused on the development, marketing and distribution of robotics and AI related insurance products. YAS is an insurtech group developing AI-native insurance infrastructure and distribution ca
Axonex and YAS Collaborate with a Global Insurance Group to Develop Embedded Insurance for Robots Innovative InsurTech Solution Drives AI and Robotics Adoption Across Hong Kong and Southeast Asia
Hong Kong, June 25, 2026 (GLOBE NEWSWIRE) -- $Mint Incorporation Limited(MIMI)$ (“Mint” or the “Company”, together with its subsidiaries, the “Group”, NASDAQ: MIMI), a Hong Kong-based company strategically focused on artificial intelligence (AI) and robotics, and an established business interior design and fit-out works provider, today announced that its wholly-owned subsidiary, Axonex Intelligence Limited (“Axonex”), has entered into a collaboration with YAS, Hong Kong’s leading embedded insurance technology company, with underwriting provided by an insurance company under a global insurance group headquartered in Switzerland, to jointly develop an embedded micro-insurance solutions purpose-built for commercial robots, among the first of its kind
OUE REIT To Divest Crowne Plaza Changi Airport at 1.3% Above Valuation
OUE REIT takes another step in its Phase 3 Value Creation Journey with the proposed S$500 million divestment of Crowne Plaza Changi Airport, at an ~1.3% premium to the average of two independent valuations. [胜利] In line with our commitment to Unitholders, the Manager intends to distribute S$20.0 million of the net cash proceeds from the transaction. Following the announcement, DBS Bank, OCBC, Maybank, Lim & Tan, and S&P Global have issued reports on the proposed divestment. We are pleased to share that all covering analysts have maintained their “Buy” ratings, with target prices unchanged. Key Takeaways: Unlocks value from a mature hospitality asset ahead of the expiry of its Hotel Management Agreement and Master Lease Agreement in 2028 Delivers S$20.0 million special distributions
Why Korea’s Chip Plunge Could Set the Tone for Wall Street
Before the U.S. market opens, investors should watch what happened in Asia. $CSOP KOSPI(03121)$ South Korea’s market plunged again, led by heavy losses in semiconductor stocks. SKHynix and Samsung were hit hard. Japan’s market also sold off, with SoftBank under pressure. The weakness spread across Asian technology shares and started affecting U.S. overnight sentiment. This matters because South Korea is not just another market. South Korea is one of the global centers of memory chips, AI hardware, semiconductors, and technology supply chains. When Korean chip stocks fall sharply, Wall Street pays attention. Today’s market is not only reacting to one country. It is reacting to a bigger question: Has the AI trade become too hot? 1. What Happened Ov
Happy to be a part of the $Micron Technology(MU)$ growth story! The stunning Q3 results completely vindicate the long-term AI infrastructure super-cycle thesis. They crushed estimates with a record $41.5B in revenue (surging 346% YoY) and gross margins at 84.9% proves that high-bandwidth memory pricing power is ironclad, anchored by $100B in secured take-or-pay contracts. They are the margin king of the world now, maybe except for influencers. My concern is already on the next quarter's earnings, the expectations will pivot entirely toward high-velocity production scaling. Wall Street will demand proof of sustained HBM4 yield efficiencies and enterprise execution validation as hardware spending ripples from raw m
The market is still an AI market Despite repeated pullbacks, investors keep returning to the same trade: AI infrastructure Semiconductors Large-cap technology The sequence was: Semiconductor stocks became extremely overbought. A disappointing report from Broadcom triggered profit-taking. Investors briefly rotated into other sectors. Strong results from Micron Technology and continued AI spending optimism pulled money back into tech. The key takeaway is that investors are not selling AI because they think the story is over. They're selling because positioning became crowded and valuations stretched. The market's biggest debate is no longer "AI or no AI" Micron Instead, the question is: How long can hyperscalers keep spending at current levels? AI spending economics Rising interest rates Hig
I would avoid making broad, emotion-driven cuts. A sharp sell-off often mixes justified repricing with indiscriminate selling. If the investment thesis remains intact, I would reassess positions based on valuation, earnings outlook, and balance sheet quality rather than price action alone. For new capital, I'd favour staggered buying over trying to catch the exact bottom. Companies with durable cash flows and pricing power usually recover better than speculative names. If rates stay higher for longer, maintaining some cash for flexibility also makes sense. The key question is whether this is a temporary positioning unwind or a genuine deterioration in AI and corporate earnings. If fundamentals hold, volatility may create opportunities rather than signal an exit.
Record results deserve attention, but a record share price does not automatically mean a bargain. A strong beat can justify higher valuations, yet expectations also become much harder to exceed. If Micron's long-term contracts, AI memory demand, and pricing power continue translating into sustained earnings growth, the super-cycle could have further room to run. However, memory has historically been a cyclical industry, and euphoric sentiment can lead to sharp pullbacks even when fundamentals remain healthy. Rather than chasing a 15% post-earnings gap, I'd prefer to add gradually through dollar-cost averaging or wait for periods of consolidation. Missing the first leg of a rally is often preferable to buying at peak optimism if the market later reassesses expectations. The next few quarter
A near 30% correction is meaningful, but I would avoid buying solely because gold looks "cheap". The main headwind is still real yields. If markets continue pricing in higher rates, gold can remain under pressure despite the sizeable decline. I'd prefer to scale in gradually rather than make a large bet at $4,000. If inflation expectations stabilise or the market begins anticipating the end of the tightening cycle, gold could recover well. If yields continue climbing, there may be better entry points ahead. For long-term investors, disciplined averaging reduces timing risk. For short-term traders, I'd wait for signs that yields and Fed expectations have peaked before turning more bullish.
I’m not rushing to call the bottom yet. The main reason for gold’s selloff is the market’s shift from expecting rate cuts to pricing in possible rate hikes. As long as rates stay high and the U.S. dollar remains strong, gold could face further downside. That said, I’m still constructive on gold over the long term. Central bank buying continues, geopolitical risks remain, and gold still plays an important role as a hedge. After the recent correction, valuations look much more reasonable than they did at the January peak. My strategy would be to DCA gradually rather than wait for the perfect entry. I prefer $SPDR Gold Shares(GLD)$ or DBS tokenized gold for convenie
As ugly as this is for $MSTR right now, we are most certainly in the bottoming process. This could drop below $80 but at this point nibbling is not a bad idea. Nevertheless, it will need to base out in this range for awhile. If you believe in Bitcoin in the long run, the risk/reward on $MSTR just got compelling.
$Strategy(MSTR)$ A brand New 52-week low. Just when you thought it has hit bottom, MSTR goes lower. But if you think about it, this should have been expected. Seriously. What doest MSTR produce that is worth owning a part of the company? Nothing. It's only claim to fame are the bitcoin it holds in their treasury. Bitcoin which was bought from constant issuing of new shares or bprrowing of new depts. it was okay when Bitcoin prices jept goinv higher than their last purchase prices but when it has been falling even lower than their most tecent buys, it was going to implode. Sorry guy. MSTR is insolvent. It has ran out of funds. First sign of this was when they had to sell off a very small number of bitcoin last month. A
Dollar Index (DXY) Elliott Wave Forecast: Bullish Sequence Calls for Extended Gains
The Dollar Index (DXY) maintains an incomplete bullish sequence from the January 27, 2026 low, supporting expectations for further upside. The projected target lies within the 100%–161.8% Fibonacci extension range, measured from that low, pointing toward 102.7–106.0. This zone provides a clear technical framework for anticipating continued strength. From a short‑term perspective, the rally that began on May 29 is unfolding as a five‑wave impulsive Elliott Wave structure. Within this advance, wave ((i)) concluded at 100.31, followed by a corrective pullback in wave ((ii)) that ended at 99.38. The subsequent progression has carried the Index higher in wave ((iii)), which itself forms a smaller degree impulse. From wave ((ii)), wave (i) terminated at 99.79, while wave (ii) retraced to 99.46.
🚀🧠 $MU Micron’s AI Memory Supercycle Just Sent a Signal Beyond Semiconductors 🧠🚀
$Micron Technology(MU)$$SanDisk Corp.(SNDK)$ $Invesco QQQ(QQQ)$ I believe Micron’s blockbuster earnings were not just a company-specific event. They may have delivered the catalyst Wall Street was waiting for to reignite the broader AI trade and potentially push the Nasdaq 100 back towards fresh all-time highs. Fundstrat believes Micron’s results could “jump-start” the next $QQQ rally after the index successfully defended critical technical support. Technical roadmap from Mark Newton CMT: 🟢 $QQQ held key support near $704 🟢 A breakout above $720 targets $734 🟢 A move above $743 could open the path towards $763 and then $785 Micron did not simp