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iShares US Digital Infrastructure and Real Estate ETF

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  • Weekly Recap | Super Micro Computer +10.67%, starts shipping Rubin racks

    Weekly Review·Sep 26 at 07:05 AM
    - Super Micro Computer shares rose 10.67 % this week to close at 43.26 dollars, outperforming the S & P 500. - The primary market catalyst was the official commencement of deliveries for NVIDIA Vera Rubin NVL72 cabinets. - Seventeen covered institutions maintain a neutral consensus rating with a target price of 42.375 dollars while monitoring upcoming order execution and macroeconomic data.
    SMCI+4.22%SMCY+3.74%
  • Weekly Recap | NetApp +1.7%, PEAK:AIO acquisition in focus

    Weekly Review·Sep 26 at 06:49 AM
    NTAP+5.22%
  • Weekly Recap | Fastly +4.61%, rally fades on AI doubts

    Weekly Review·Sep 26 at 06:21 AM
    - Fastly accumulated a 4.61 % increase this week to close at 24.96 dollars, exhibiting a volatile trend with a total amplitude of 31.48 %. - The price surge driven by AI strategy and partnership was offset by executive selling, valuation concerns, and skepticism over monetization paths. - Twelve institutions currently cover Fastly with a consensus buy rating and an average target price of 27.9 dollars, while market divergence persists.
    FSLY-2.20%
  • Weekly Recap | Arista Networks +3.59%, most brokers rate it buy

    Weekly Review·Sep 26 at 05:55 AM
    ANET+1.40%ANEL+2.87%
  • Weekly Recap | Super Micro Computer -2.52%, regulatory probe and margin guidance weighing

    Weekly Review·Sep 19 at 06:44 AM
    - Super Micro Computer dropped 2.52 % to close at $ 39.09 this week, underperforming the S & P 500 by about 2.44 percentage points. - The weekly performance experienced high volatility driven by regulatory investigations, downward revisions to gross margin guidance, and fluctuating AI capital expenditure sentiment. - Institutional ratings remained generally neutral with a consensus target price of $ 42.375, while market focus going forward will track regulatory developments and margin stabilization.
    SMCI+4.22%
  • Weekly Recap | NetApp -0.75%, insider sales meet a rebound

    Weekly Review·Sep 19 at 06:28 AM
    NTAP+5.22%
  • Weekly Recap | Fastly +3.02%, consensus target above spot

    Weekly Review·Sep 19 at 06:07 AM
    - Fastly stock rose 3.02 % this week to close at 23.86 USD, outperforming the S&P 500 amid high trading activity driven by AI edge computing and security demand. - Insiders sold over 1.70 million USD worth of shares while 12 institutions maintained a consensus buy rating with a target price of 27 USD, showing market divergence. - Future performance depends on the delivery of AI edge computing, the sustainability of security business growth, and macroeconomic data releases.
    FSLY-2.20%
  • Weekly Recap | Arista Networks -0.1%, consensus target above spot

    Weekly Review·Sep 19 at 05:42 AM
    ANET+1.40%ANEL+2.87%
  • Weekly Recap | Fastly +12.48%, consensus target above spot

    Weekly Review·Sep 12 at 08:15 AM
    - Fastly accumulated a 12.48% increase to close at 23.16 USD this week, outperforming the S&P 500 by 13.28 percentage points amid heavy trading volume. - The company announced a partnership with Comcast on September 10 to improve Xfinity streaming performance, which was counterbalanced by the CTO selling approximately 76,000 USD worth of shares. - Wall Street maintains a consensus buy rating with a target price of 27 USD, while the stock continues to be driven by events rather than immediate fundamentals.
    FSLY-2.20%
  • Weekly Recap | Super Micro Computer +1.29%, most brokers rate it buy

    Weekly Review·Sep 12 at 06:46 AM
    - Super Micro Computer stock rose 1.29 % over four trading days, closing at 40.10 dollars and outperforming the S & P 500 by 2.09 percentage points. - The company was driven by strong AI demand and expectations from 60 billion dollars in AI orders supporting its 2027 fiscal year outlook. - Nineteen institutions currently cover the stock with a consensus rating of neutral and a target price of 42.38 dollars.
    SMCI+4.22%SMCY+3.74%
  • Weekly Recap | NetApp +7.38%, closing in on range highs

    Weekly Review·Sep 12 at 06:27 AM
    NTAP+5.22%
  • Weekly Recap | Arista Networks +3%, most brokers rate it buy

    Weekly Review·Sep 12 at 05:57 AM
    ANET+1.40%ANEL+2.87%