Renaissance Ipo

Today’s Key News Recap

OpenAI

DXYZ

00700

TCTZF

80700

TCEHY

01810

81810

HXXD

XIACY

NVDA

AVGO

VERA

09618

89618

HJDD

09626

BILI

HTCD

0305 | Dolphin Research Focus: 🐬 Macro/Industry 1). On Mar 5, Premier Li Qiang delivered the Gov. Work Report at the 4th Session of the 14th NPC.He set a 2026 GDP growth target of 4.5%–5% and CPI around 2%, aiming to balance employment, livelihoods and industrial upgrading. The moderate inflation goal should help restore corporate earnings and anchor household expectations, supporting risk appetite in HK and A-share markets...

Destiny Tech100

TENCENT

Tencent Holdings Limited

TENCENT-R

Tencent

XIAOMI-W

XIAOMI-WR

Xiaomi HK SDR 2to1

Xiaomi Corporation

NVIDIA

Broadcom

Vera Therapeutics

JD-SW

JD-SWR

JD HK SDR 10to1

JD.com

BILIBILI-W

Bilibili

Tencent HK SDR 10to1

NVDA to reallocate H200 capacity; OpenAI races toward IPO | Daily News Recap

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HESAI

Conference Minutes

688363

TSLA

MOMO

HSAI

PONY

02026

00388

02618

02525

80388

HKXCY

TSDD

TSLL

TSLQ

09366

07766

The collaboration with BYD currently covers more than ten models, and more new models will gradually achieve mass production from 2025 to 2026.

Bloomage Biotech

Tesla

Hello

Hesai

Pony AI

PONY-W

HKEX

JD LOGISTICS

HESAI-W

HKEX-R

Hong Kong Exchanges and Clearing (HKEX)

GraniteShares 2x Short TSLA Daily ETF

Direxion Daily TSLA Bull 2X Shares

AXS TSLA Bear Daily ETF

XI2CSOPTSLA-U

XL2CSOPTSLA

Hesai (3Q25 Minutes): Lidar shipments are expected to reach at least 2 million to 3 million units by 2026

CoreWeave Expands into Financial Services, Stock Surges 37% in 2026

Medline Launches Secondary Offering of 60 Million Class A Shares Sold by Blackstone and Other Shareholders

Circle Adds 250 Million USDC Mint on Solana on May 20

ARM Holdings Chief Business Officer William Abbey Sells Shares

Reddit CEO Steve Huffman Sells 17,300 Shares and Exercises Options

The U.S. SEC proposes major rule changes to make it easier for newly public companies to raise capital

Aletheia Capital Reiterates 'Buy' Rating on Circle Citing Regulatory Edge

Circle Internet Group Stock Target Price Hiked to $147.26, Analysts Bullish

Duan Yongping's H&H Invests $19.08M to Buy 200k Shares of Circle

Analysts raise Circle's 12-month average stock price target to $147.26

Bernstein rates Circle "Outperform" with a $190 price target, noting that the stablecoin supply has reached a new all-time high.

Morgan Stanley raises Circle's price target to $106 from $80

FactSet Survey Shows Analysts Lower Circle Internet Group's 2026 EPS Expectations

FactSet Survey Shows 18 Analysts Raise Viking Holdings Target Price to $100

FactSet Survey Shows Circle Target Price Median Raised to $144

Rubrik Partners with MEDITECH to Enhance Network Resilience for Expanse Customers

Google and Blackstone venture poses potential competitive threat to CoreWeave, stock falls in pre-market

Circle Announces Full-Stack Transformation and ARC Token Pre-Sale Amid Low Interest Rate Pressures

CoreWeave to Participate in the J.P. Morgan Global Technology, Media and Communications Conference

US SEC reportedly plans to launch an innovation exemption program for tokenized stocks

OPTIMI HEALTH CORP

HCW Biologics

GCL Global

Silexion Therapeutics

Micware

BiomX

Vida Global

MetaVia

MicroAlgo

Tradr 2X Long XNDU Daily ETF

ALAB

SOXL

LABX

SOXX

FTXL

Astera Labs stock soars. The company has emerged as a strong artificial-intelligence play.

Astera Labs

Direxion Semicon Bull 3X

Tradr 2X Long ALAB Daily ETF

iShares Semiconductor ETF

First Trust Nasdaq Food & Semicon

SPDR S&P Semicon

Invesco Semiconductors ETF

VanEck Semiconductor ETF

Astera Labs stock on pace for record high. Why it’s up double digits for a second day.

DELL

MSTR

Today's whale alerts in the Information Technology sector highlight significant options activity. Notable trades include bearish call sweeps for NVDA and DELL, bullish call sweeps for MSTR and ARM, and various put options with mixed sentiments for DOCN, DGXX, and BTDR. These alerts can indicate potential trading opportunities as traders monitor abnormal trading volumes and price movements.

- The article discusses whale alerts, which help traders spot potential trading opportunities by tracking significant transactions by large entities in options trading.  
- It presents various examples of options activity within the Information Technology sector, highlighting trade types, sentiment, strike prices, and the corresponding financial figures for multiple stocks like NVDA, MSTR, and DOCN.  
- Key terms related to options trading, including call and put contracts, expiration dates, and option prices, are defined to enhance understanding of the market dynamics.

benzinga_article

Dell Tech

Strategy

Bitdeer Tech

Roundhill MSTR WeeklyPay ETF

GraniteShares 2x Long NVDA Daily ETF

T-Rex 2X Long NVIDIA Daily Target ETF

Direxion Daily NVDA Bull 2X Shares

Daily Target 2X Long MSTR ETF

GraniteShares 2x Short NVDA Daily ETF

Defiance Leveraged Long + Inc MSTR ETF

T-REX 2X Long MSTR Daily Target ETF

AXS 1.5X NVDA Bear Daily ETF

YieldMax NVDA Option Income Strategy ETF

GraniteShares 2x Long DELL Daily ETF

Digitalocean

Digi Power X

Marvell Tech

Micron Tech

Palantir Tech

NVIDIA Corporation

MicroStrategy Pref Shares MSTR 10.0 Perp

Microstrategy Inc Pref Shares STRC 9.0 Perp

MicroStrategy Pref Shares MSTR 8.0 Perp

10 Information Technology Stocks With Whale Alerts In Today's Session

Astera Labs rose 14.55%; Micron Technology rose 3.67%, with a transaction volume of USD 23.7 billion; NVIDIA rose 1.94%, with a transaction volume of USD 19 billion; Intel rose 5.89%, with a transaction volume of USD 14 billion; TSMC rose 2.40%, with a market capitalization of USD 2.09 trillion

Price Alert

Intel

Taiwan Semiconductor

U.S. Stock Market Midday Update: Astera Labs up 14.55%, driven by strong earnings report and new product launch, analysts caution about overvaluation risks

ARMW

ARMU

ARMG

Bernstein analyst David Dai initiated coverage on Arm Holdings (ARM) with an 'outperform' rating and a $300 price target, suggesting an 18% upside. Dai's bullish view is based on the demand for Arm's advanced AI CPUs, with a $2 billion backlog for next-gen silicon. Despite concerns over Arm's high P/E ratio, Bernstein believes the company's shift to data center markets will enhance profitability. The firm argues that evaluating Arm solely on P/E metrics overlooks its long-term growth potential in AI and custom silicon.

- Bernstein initiated coverage on Arm Holdings with an "outperform" rating and a $300 price target, indicating an 18% upside potential.  
- The analysis highlights a significant demand for Arm's advanced CPUs, predicting a $2 billion backlog due to the shift towards artificial general intelligence, suggesting sustainable revenue growth.  
- Despite criticism over Arm’s high valuation, Bernstein argues that the company's expanding role in custom silicon for data centers justifies the current market price, indicating a strong long-term growth trajectory.

Invezz

Roundhill ARM WeeklyPay ETF

T-Rex 2X Long ARM Daily Target ETF

Leverage Shares 2X Long ARM Daily ETF

AllianceBernstein

Jefferies Financial

Bernstein explains why it isn't too late to invest in Arm stock

ARM Holdings PLC (NASDAQ:ARM) experienced a significant trading volume increase, with 4.66 million shares traded, despite a 40% decline from the previous session. Analysts maintain a positive outlook, with a consensus rating of 'Moderate Buy' and a price target of $203.79. However, concerns arise from a reported U.S. antitrust probe and ongoing securities-fraud investigations. Recent insider sales have also been disclosed, but they are linked to tax withholding. The stock last traded at $254.71, up from a previous close of $223.15.

- ARM Holdings PLC shares experienced a notable trading volume decrease, with 4,656,748 shares traded, down 40% from the previous session.  
- Positive market sentiment is supported by upgrades from several analysts and a $300 price target from Sanford C. Bernstein, whereas negative sentiment stems from a reported U.S. antitrust probe and ongoing investigations into potential securities fraud.  
- With a current stock price of $254.71, ARM operates with a market capitalization of $269.67 billion and is primarily engaged in licensing semiconductor IP rather than manufacturing chips.

Market Beat

Synopsys

Cadence Design

Qualcomm

UBS Group AG

Goldman Sachs

Mizuho Financial

Mizuho Financial Group, Inc.

GS Hldg R

ARM (NASDAQ:ARM) Sees Large Volume Increase  - Should You Buy?

JETS

On Wednesday, airline shares rose by approximately 5%, with Wheels UP Experience up 12.5% and United Airlines Holdings up 8.9%. Semiconductor shares also showed strength, increasing by about 4%, led by Magnachip Semiconductor up 23% and Astera Labs up 12.8%.

nasdaq

Magnachip Semiconduct

Wheels Up Experience

United Airlines

Us Global Jets

Nasdaq

WHEELS UP EXPERIENCE INC

Wednesday Sector Leaders: Airlines, Semiconductors

Astera Labs, Inc. (NASDAQ:ALAB) experienced unusual options trading with 36,322 call options purchased, a 28% increase from the average. Analysts have given mixed ratings, with target prices ranging from $180 to $297. Recent insider sales included COO Sanjay Gajendra selling 230,639 shares and CEO Jitendra Mohan selling 325,693 shares. The stock is currently trading at $277.48, with a market cap of $47.56 billion.

Citigroup

Evercore

Morgan Stanley

CITIGROUP INC 6.250 NON CUM SER II PFD WI

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

Investors Purchase High Volume of Astera Labs Call Options (NASDAQ:ALAB)

Renaissance Ipo(IPO.US)

Astera Labs stock on pace for record high. Why it’s up double digits for a second day.

10 Information Technology Stocks With Whale Alerts In Today's Session

U.S. Stock Market Midday Update: Astera Labs up 14.55%, driven by strong earnings report and new product launch, analysts caution about overvaluation risks

Bernstein explains why it isn't too late to invest in Arm stock

ARM (NASDAQ:ARM) Sees Large Volume Increase - Should You Buy?

Wednesday Sector Leaders: Airlines, Semiconductors

Investors Purchase High Volume of Astera Labs Call Options (NASDAQ:ALAB)

Nasdaq 100 Movers: INTU, ARM

CoreWeave Building Up Enterprise Business, Led By Financial Services

GPU/CPU concept stocks collectively strengthened, ARM (ARM.US) rose over 11% during the day, Intel (INTC.US) rose over 5%