Jun. 25 at 9:41 PM
STOCKS IN FOCUS
Bullish names:
$MU
Blowout earnings, strong guidance, AI memory demand remains strong.
$QCOM
Expanded partnership with Hugging Face and introduced FY29 long-term targets.
$IBM
Outlined 0.7nm chip roadmap and long-term manufacturing strategy.
$AMZN
Committed an additional
$13B to India cloud and AI infrastructure expansion.
$MKC
Beat both earnings and revenue expectations.
Market continues to reward AI infrastructure, cloud expansion, and compute demand exposure.
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