VG US Multifactor

Wells Fargo to Release Earnings Report

Micron Discusses Cooperation Models with PSMC

Rosenblatt Raises Micron's Target Price to $500

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CHICAGO TRUST Co NA increased holdings in Newmont Corporation

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Astoria Portfolio Advisors LLC Increased Holdings of Micron Technology in Q3

Micron CEO discusses HBM memory market prospects on earnings call

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Jefferies predicts record-breaking cash flow and margin expansion for gold mining companies by 2026

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Goldman Sachs downgrades AT&T's target price to $29.00, maintains 'buy' rating

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FDA Criticizes BMS Cobenfy Ad for Misleading Claims

Luminar Tech

Novabay Pharmac

Mint Incorporation

Autozi Internet Tech Global

GD Culture

Impact BioMedical

Tradr 2X Long FLY Daily ETF

Leverage Shares 2X Long CRWV Daily ETF

T-REX 2X Long CRWV Daily Target ETF

Micron Tech pre-market rose 3.03%; Autozi Internet Tech Global pre-market rose 60.00%; Datavault AI pre-market rose 34.90%; Vision Marine Tech pre-market rose 31.15%

- Micron Technology increased by 3.03% in pre-market trading following an upward revision in earnings per share estimates and a rating upgrade by Bank of America.  
- The company reported a strong first-quarter performance with revenues up 56.7% year-on-year, and analysts indicated possible record revenue growth for the semiconductor industry in 2025.  
- Datavault AI surged 34.90% after announcing two U.S. patents related to blockchain content management, while Vision Marine Tech saw a 31.15% increase without significant news, indicating notable market volatility.

Tracking Unusual Activity

Micron Tech

Pre-market hot trades in US stocks: Micron Tech rises 3.03% in pre-market trading, boosted by strong performance and analysts raising ratings

DRAM prices are expected to remain high until at least 2026 due to increased demand from the AI industry and timing issues in capacity expansion. TechInsights analyst James Sanders predicts prices will peak in 2026 and settle in 2027 before rising again in 2028. The market is diverging, with high-bandwidth memory (HBM) being prioritized over consumer-grade memory. Major vendors like Samsung, SK Hynix, and Micron face challenges in ramping up production, while smaller vendors struggle with spot pricing volatility.

- DRAM prices are projected to peak in 2026 due to strong demand driven by AI, coupled with challenging timing for memory vendors.  
- The memory market is experiencing volatility, with significant price increases already noted in 2024 and ongoing shortages impacting consumer and OEM markets differently.  
- As vendors transition towards high-bandwidth memory (HBM) production, it creates a diverging market, where consumer demand for traditional DRAM remains low compared to enterprise needs.

The Register

Tired of sky-high memory prices? Buckle up, we're in this for the long haul

Wells Fargo Earnings Preview: What to Expect

Barchart Option

Wells Fargo

Wells Fargo Earnings Preview: What to Expect

Arvest Investments Inc. reduced its stake in Micron Technology by 44.7% in Q3, selling 8,351 shares. The firm's holdings are now valued at $1,729,000. Other institutional investors, including Vanguard and State Street, have adjusted their positions in Micron. Insider transactions include CEO Sanjay Mehrotra selling shares. Micron's stock rose 7%, with a market cap of $298.93 billion. The company reported strong earnings, with a 56.7% revenue increase year-over-year, and announced a quarterly dividend.

- Arvest Investments Inc. reduced its stake in Micron Technology by 44.7%, holding 10,334 shares valued at approximately $1.73 million after selling 8,351 shares.  
- Institutional ownership of Micron Technology stands at 80.84%, with notable increases from firms like Vanguard and State Street, while insiders have sold 369,852 shares over the last quarter.  
- Micron's quarterly earnings exceeded estimates, reporting $4.78 EPS and $13.64 billion in revenue, alongside a dividend announcement of $0.115 per share to be paid on January 14th.

Market Beat

Arvest Investments Inc. Sells 8,351 Shares of Micron Technology, Inc. $MU

Newmont, Evolution Mining Shares Reach All-Time Peaks as Gold Hits Fresh Record

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Newmont

Newmont, Evolution Mining Shares Reach All-Time Peaks as Gold Hits Fresh Record

RTPPF

Australian shares rose on Monday, with the S&P/ASX 200 up 0.7% to 8,682, driven by gains in materials and energy stocks. Mining companies like BHP Group, Rio Tinto, and Fortescue saw significant increases, while gold stocks such as Newmont Corporation also performed well. The rally was supported by rising commodity prices amid expectations of US interest rate cuts and geopolitical tensions. Investors are awaiting the Reserve Bank of Australia's meeting minutes for insights into future policy and inflation.

Trading Economics

 BHP Group Ltd

Rio Tinto plc

Rio Tinto

Rio Tinto Group

Australian Shares Kick Off the Week Higher

Shares of Australia’s Babylon Pump & Power (BPP.AX) rise 12% to A$0.14, marking their biggest intraday pct gain since October 28Stock hits highest level since December 11Specialist resources services provider signs material contract with Newmont Mining Services for provision of pump hire and maintenance servicesUnder terms of deal, Babylon will supply dry hire pumping equipment and associated maintenance services to Newmont’s operations in Western AustraliaSays contract expected to generate revenue of approximately A$3 million ($1.98 million) per annumStock down 7.1% YTD ($1 = 1.5142 Australian dollars)

Reuters

BUZZ-Australia's Babylon Pump & Power rises on services contract with Newmont