First Trust Index NextG ETF

RBC Raises Micron Technology's Target Price to $525

Micron Completes Acquisition of PSMC's Tonglu Plant and Plans Expansion

Micron Technology to Report Q2 FY2026 Earnings on March 18

Salience Labs and Keysight Technologies Announce Optical Circuit Switching Collaboration and Demonstration at 2026 OFC

Keysight Launches New 224G Test Solution for 1.6T Optical Network Validation

Enterprise SSD Revenue Soars in Q4 2025

STMicroelectronics Plans to Deploy Robots in Its Aging Factories to Boost Productivity

Keysight Launches 220 GHz Optical Component Analyzer for Validating Next-Gen Optical Transceiver Technologies

Motorola Solutions Acquires Exacom to Enhance Public Safety Communications

Roberts Capital Advisors LLC Reduces Holdings in Micron Technology

Citibank Raises Micron Target Price to $430

Wolfe Research analyst upgrades Micron Technology's target price to $500

David Tepper Chooses an AI Chip Stock Between AMD and Micron Technology

Micron Technology's 2026 EPS forecast revised up to $33.85

Micron Technology's Stock Soars, Analysts Give Strong Buy Rating

Applied Materials Partners with Micron and SK Hynix to Establish Silicon Valley EPIC Center

Micron Tech to Release FY2026 Q2 Earnings on March 18 After-Market (EST), Forecast Revenue USD 19.1 B, EPS USD 8.5221

Applied Materials and Micron Technology Collaborate on Energy-Efficient AI Systems

Applied Materials and Micron Collaborate on AI Storage Solutions

bioAffinity Tech

Firefly Neuroscience

Silvaco

eLong Power

T-REX 2X Long UPXI Daily Target ETF

Polaryx Therapeutics

TCW Strategic Income Fund, Inc.

Stak

iSpecimen

Oruka Therapeutics

CLOU

GOOW

SNSR

IDGT

NXTG

XDAT

Direxion Daily GOOGL Bull 2X Shares (NASDAQ:GGLL) experienced a significant increase in short interest in February, rising 23.9% to 2,289,366 shares. Currently, 21.9% of the stock is short sold, with a days-to-cover ratio of 1.6 days based on an average daily trading volume of 1,393,912 shares. The stock traded down to $87.97, with a market cap of $917.53 million and a P/E ratio of 17.77. Several hedge funds have recently adjusted their positions in GGLL, indicating growing institutional interest.

- Direxion Daily GOOGL Bull 2X Shares experienced a 23.9% increase in short interest in February, with a total of 2,289,366 shares sold short as of February 27th.  
- The stock is currently trading at $87.97, with a market cap of $917.53 million and a price-to-earnings ratio of 17.77.  
- Several hedge funds have recently adjusted their positions in GGLL, with notable acquisitions totaling hundreds of thousands of dollars during the fourth quarter.

Market Beat

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Alphabet

Alphabet - C

Direxion Daily GOOGL Bull 2X Shares

iShares Expanded Tech Software Sector ETF

iShares US Digital Infrastructure and Real Estate ETF

Global X Data Center & Dgtl Infrs ETF

SPDR S&P Software

Franklin Exponential Data ETF

Direxion Daily GOOGL Bull 2X Shares (NASDAQ:GGLL) Short Interest Update

FFIV

F5, Inc. recently reported quarterly revenue of $822.5 million and filed a $1.53 billion common stock shelf registration for an ESOP-related offering. The company enhanced its Application Delivery and Security Platform with new AI security, observability, and post-quantum cryptography features. These developments aim to secure AI-driven, multicloud applications and broaden employee equity participation. F5's investment narrative projects $3.7 billion revenue and $1.0 billion earnings by 2028, with a fair value estimate of $310.30, indicating a potential 7% upside from its current price.

Simplywall

F5’s AI Security, Post‑Quantum Push and ESOP Shelf Might Change The Case For Investing In FFIV

NXPI

SOXX

SOXL

Alliancebernstein L.P. has reduced its stake in NXP Semiconductors N.V. by 10.4% during Q3, now holding 2,497,691 shares valued at approximately $568.8 million. Other hedge funds have also adjusted their positions in NXPI. Analysts have mixed ratings on the stock, with a consensus target price of $253.67. NXP's recent earnings report showed an EPS of $3.35, exceeding estimates, and revenue of $3.34 billion, up 7.2% year-over-year. The stock opened at $190.86, with a market cap of $48.23 billion.

NXP Semiconductors

VanEck Semiconductor ETF

iShares Semiconductor ETF

SPDR S&P Semicon

Direxion Semicon Bull 3X

Alliancebernstein L.P. Trims Holdings in NXP Semiconductors N.V. $NXPI

SRVR

A10 Networks (ATEN) reported a record fourth-quarter revenue, with management projecting a 10% to 12% revenue growth for 2026, driven by increasing AI-related network traffic. BWS Financial emphasized the importance of AI in customer demand for A10's security and infrastructure products. The company aims for $337.4 million in revenue and $71.9 million in earnings by 2028, with a fair value estimate of $24.33, indicating a potential 16% upside from its current price. Investors should consider the execution risks and customer concentration as they evaluate A10's growth narrative.

Pacer Data & Infrastructure Real Estate ETF

A10 Networks

What A10 Networks (ATEN)'s AI-Driven Record Quarter Means For Shareholders

AIFD

FDCF

ANET

Aster announced that API V3 is now live and reminded users to migrate to the new version starting March 16, as the latency of V1 will gradually increase, expected to reach approximately 200 milliseconds by March 18

PANews

TCW Artificial Intelligence ETF

ISHRS S&P Glb It

Fidelity Disruptive Communications ETF

Defiance Daily Target 2X Long ANET ETF

Invesco Semiconductors ETF

Network 1 Tech

Arista Networks

Aster: API V3 has been launched, and the delay of V1 will gradually increase

SCHG

Oracle is a leading player in AI data center infrastructure, boasting a $553 billion order backlog. Despite a recent stock price drop to around $480 billion, the company shows potential for growth, especially in its Oracle Cloud Infrastructure segment, which saw an 84% revenue increase. However, concerns about customer fulfillment and rising debt persist. Analysts suggest Oracle's stock may be undervalued, with a P/E ratio of 29.5 compared to the Nasdaq-100's 30.9, indicating a possible path to the $1 trillion market cap if earnings grow significantly.

- Oracle operates leading data centers for AI workloads and has a $553 billion order backlog, raising concerns over client reliability.  
- Although Oracle's stock may be undervalued with a P/E ratio of 29.5, substantial earnings growth is needed for a market cap increase to $1 trillion, projected to take about three years at its current growth rate.  
- Despite challenges, Oracle is well-positioned among tech companies, but analysts suggest considering alternative stocks for investment.

nasdaq

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Schw Us L-Cp Grw

VG S-Cp Grw

Fidelity Nasdaq Composite Index ETF

First Trust NASDAQ-100 Equal Weighted

Oracle

Invesco Nasdaq 100 ETF

VG Growth

Defiance Daily Target 2X Long ORCL ETF

Global X NASDAQ 100 Collar 95-110 ETF

iShares Core S&P US Growth

VG Mga Cap 300 Grw

ISHRS Russ 1000 Growth

Invesco QQQ Trust

NASDAQ-100

Proshares UltraPro QQQ

Could Oracle Become America's Next $1 Trillion Technology Stock?

Arista Networks, Inc. (NYSE:ANET) has received a consensus rating of "Moderate Buy" from 23 research firms. Analysts have given 18 buy ratings and 5 hold ratings, with an average price target of $176.47. Recent reports indicate positive sentiment due to new product launches aimed at AI data centers and management's revenue guidance of ~$11B for 2026. However, there are concerns about supply constraints and margin pressures. The stock opened at $133.67, with a market cap of $167.96 billion and a P/E ratio of 48.43.

Arista Networks, Inc. (NYSE:ANET) Given Average Rating of "Moderate Buy" by Brokerages

FTXL

Harvest Fund Management Co. Ltd reduced its stake in Qualcomm Incorporated (NASDAQ:QCOM) by 21.8% in Q3, now holding 97,212 shares valued at $16.17 million. Other institutional investors also adjusted their positions, with Harbor Capital Advisors increasing its holdings by 72.2%. Qualcomm's stock opened at $129.82, with a market cap of $138.52 billion. The company reported a quarterly EPS of $3.50, exceeding estimates, and announced a quarterly dividend of $0.89 per share. Analysts have mixed ratings on Qualcomm, with a consensus rating of "Hold" and an average price target of $168.00.

- Harvest Fund Management Co. Ltd reduced its Qualcomm holdings by 21.8%, selling 27,091 shares, leaving it with 97,212 shares valued at $16.17 million.  
- Multiple institutional investors adjusted their positions in Qualcomm during the third quarter, with Harbor Capital Advisors increasing its stake by 72.2%.  
- Qualcomm's recent earnings report beat expectations with an EPS of $3.50, and the company announced a quarterly dividend of $0.89 per share, reflecting a 2.7% yield.

GraniteShares 2x Long QCOM Daily ETF

Direxion Daily QCOM Bear 1X Shares

First Trust Nasdaq Food & Semicon

Qualcomm

Direxion Daily QCOM Bull 2X Shares

Harvest Fund Management Co. Ltd Trims Stock Holdings in Qualcomm Incorporated $QCOM

EBIZ

.SPX

The US ETF market is approaching historical extremes, with the daily increase in short interest reaching the second highest level since 2016. The total leverage of hedge funds is close to the historical peak of 307%, and market liquidity has fallen to the level seen during last year's "tariff day" crash. Goldman Sachs warns that if there are signs of easing geopolitical tensions, a short squeeze in the indices could trigger a rapid rise of 2% to 3%; however, if the stalemate continues, the decline in retail buying combined with liquidity exhaustion will pose "serious problems" for the market

- The U.S. stock market is experiencing an unprecedented surge in ETF trading amid ongoing geopolitical tensions, with ETF short positions approaching historical highs.  
- Goldman Sachs reports that the daily increase in short positions reached +10%, marking the second-largest rise since 2016, while ETF trading has constituted over 35% of total market volume for nine consecutive days.  
- There are growing concerns about extreme market volatility and liquidity issues, compounded by decreasing retail investor support and high leverage among hedge funds.

Wallstreetcn

SPDR S&P 500

VG Mid-Cap Val

Global X E-commerce ETF

Pro Shrt S&P 500

VG S&P M-Cap 400 Val

VanEck Retail ETF

VG Mga Cap 300 Val

Avantis US Large Cap Value ETF

ISHRS Russ 2000 Val

Pro Ultrshort Qqq

iShares Dow Jones US

ProShares Online Retail

iShares Core S&P US Value

Pro UltrPro S&Pro 500

Direxion S&P Biotech Bear 3X

First Trust NYSE Arca Biotech Index Fd

Comm Servcies Select Sector SPDR

ISHRS MSCI Eafe Growth

Proshares Ultra Nasdaq Biotech

Direxion S&P Biotech Bull 3X

Pro UltrPro Dow30

iShares Core S&P 500

VanEck Biotech ETF

iShares Biotechnology ETF

Proshares UltraPro Short QQQ ETF

Ultr S&P 500 Pro

Pro UltrPro Shrt Dow30

SPDR S&P Retail ETF

VG S&P 500

Invesco Biotechnology & Genome ETF

ProShares Shrt QQQ

VG S-Cp Value

VG Value

S&P 500

Short Dow30 Pro

Guggenheim DJIA Ave Div

SPDR Djia

SPDR S&P Biotech

ProShares Ultra Dow30 ETF

Amplify Online Retail ETF

SPDR S&P 600 S-Cp Val

Pro UltrPro Shrt S&Pro 500

ALPS Medical Breakthrough

US stocks "anomaly": ETF trading volume surges

LTRX

Mathi Gurusamy, an insider at Lantronix, Inc. (NASDAQ:LTRX), sold 14,467 shares at an average price of $6.21, totaling $89,840.07. This sale reduced his holdings by 20.66%, leaving him with 55,569 shares valued at approximately $345,083.49. The transaction was disclosed to the SEC. Lantronix's stock recently traded at $6.32, with a market cap of $250.85 million. Analysts have set a consensus price target of $7.38, with four analysts rating it as a "Moderate Buy."

Lantronix

Mathi Gurusamy Sells 14,467 Shares of Lantronix (NASDAQ:LTRX) Stock

Google has announced a $1 billion investment to expand its data center in Lenoir, North Carolina, over the next two years. This investment aims to enhance local workforce opportunities and economic development. Additionally, Google will contribute $2 million to an Energy Impact Fund to support energy initiatives in Caldwell County, and a $270,000 grant to Communities In Schools of Caldwell County for workforce development. The funding reflects Google's commitment to the region's growth and innovation.

Fox News

Google commits $1B to North Carolina data centers as AI demand surges

F5 Inc. (FFIV) shares rose 2.34% to $289.31 on a challenging trading day, while the S&P 500 and Dow Jones fell by 0.61% and 0.26%, respectively. The stock remains 16.38% below its 52-week high of $346.00, reached on October 10th. F5 outperformed competitors like Globant S.A. (GLOB), which dropped 0.62%. Trading volume was 597,833, below the 50-day average of 888,930.

- F5 Inc. (FFIV) shares rose 2.34% to $289.31 on a day when the S&P 500 and Dow Jones saw declines.  
- The stock remains 16.38% below its 52-week high of $346.00 reached on October 10th, and it outperformed some competitors, such as Globant S.A. (GLOB), which fell 0.62%.  
- Trading volume was 597,833, significantly below the 50-day average of 888,930.

MarketWatch Automated

F5 Inc. Stock Outperforms Competitors On Strong Trading Day

Google has announced that Chrome will be available for ARM64 Linux devices in Q2 2026, addressing a long-standing gap since its release on macOS and Windows. This move aims to enhance user experience by integrating Google's services into the browser. While the proprietary nature of Chrome may deter some Linux users, its significant market share makes it an attractive option. The release is seen as a response to the demand for a secure and stable browsing experience on ARM64 Linux, which has lagged behind other platforms.

The Register

After years of being stood up, ARM64 Linux users finally get Chrome date

CNBC’s Jim Cramer explains why he is keeping an eye on shares of DDell Technologies.

Invesco PHLX Semiconductor ETF

Spdr Select Tech

Dell Tech

Invesco S&P 500 Equal Weight Tech ETF

GraniteShares 2x Long DELL Daily ETF

Cramer's stop trading: Dell Technologies

CRWD

MSLC

‘Get Your Shopping Lists Ready’: Morgan Stanley Suggests 2 Stocks to Buy as Market Weakness Could Create Opportunity

Tip Ranks

CrowdStrike

Morgan Stanley Pathway Large Cap Eq ETF

ISHRS Us Brokers & Sec Exchg

Morgan Stanley Pathway Sm-Md Cp Eq ETF

Calvert US Mid-Cap Core Responsible Index ETF

Calvert US Large-Cap Diversity Equity & Inclusion Index ETF

Parametric Hedged Equity ETF

Financial Select Sector SPDR Fund

Calvert International Responsible Index ETF

Eaton Vance Ultra-Short Income ETF

Eaton Vance High Yield ETF