Adaptive Core ETF

True North Advisors LLC Buys Micron Technology Shares in Q3, Executives Cut Holdings

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Rosenblatt Raises Micron's Target Price to $500

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PicoCELA

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Rosenblatt Securities analyst Kevin Cassidy raised Micron's price target to $500, maintaining a Buy rating after strong Q1 earnings. Micron's adjusted profits were $4.78 per share, surpassing expectations, with revenue up 56.6% to $13.64 billion. Cassidy predicts steady demand for memory chips until 2027, with non-GAAP gross margins reaching 68% in the February quarter. Micron's shares have risen 196% this year, with strong demand for AI and data centers.

- Micron's shares gained attention as Rosenblatt Securities' Kevin Cassidy raised his price target from $300 to $500, maintaining a Buy rating following strong fiscal Q1 earnings.  
- The company reported adjusted profits of $4.78 per share, exceeding expectations, with revenue increasing 56.6% year-over-year to $13.64 billion due to higher pricing and lower manufacturing costs.  
- Cassidy forecasts steady memory chip demand until 2027, predicts gross margins may reach 68%, and notes Micron's stock has surged approximately 196% this year, supported by substantial demand in AI and data centers.

GuruFocus

Micron Tech

Micron Target Raised to $500 After Strong Q1 Earnings Beat

GOOGL

GOOG

Stock Market Today: The Dow Jones index fell Tuesday on surprise Q3 GDP data. Novo stock soared on FDA approval for a weight loss pill.

Alphabet

Alphabet - C

Stock market today: Indexes mixed after GDP data surprise; Alphabet extends gains (live coverage)

GGLS

GGLL

Alphabet, Google's parent company, is acquiring data centre and energy infrastructure firm Intersect for $4.75 billion. Intersect will remain independent but will enhance Alphabet's data centre and power generation capacity for AI expansion. This move is part of Alphabet's strategy to compete with OpenAI. The acquisition is expected to close in the first half of 2026, and Alphabet plans a $40 billion investment in Texas through 2027.

- Alphabet is acquiring data centre and energy infrastructure company Intersect for $4.75 billion to enhance its A.I. capabilities.  
- The acquisition will allow Intersect to remain independent while increasing Alphabet's power generation and data centre capacity amid its competition with OpenAI.  
- This move follows Alphabet's prior investment in Intersect and aligns with its $40 billion investment in Texas, with the acquisition expected to close in the first half of 2026.

Baystreet

Direxion Daily Googl Bear 1x Shares

Direxion Daily GOOGL Bull 2X Shares

Alphabet Buys Data Centre Company Intersect For $4.75 Billion

DLTR

FSLR

First Solar (FSLR) gained 6.6%, closing at $284.59. Norwegian Cruise Line (NCLH) and Huntington (HII) also rose over 5%. Seagate (STX) dropped 4.56%, failing to break $300 resistance. Alphabet (GOOGL) acquired Intersect for $4.75 billion. Dollar Tree (DLTR) saw profit-taking after a rise to $130. Walmart (WMT) shares pulled back, while Costco (COST) traded near its 52-week low. Investors are concerned about consumer discretionary firms in 2026 due to persistent inflation and potential interest rate cuts.

- First Solar (FSLR) shares rose by 6.6% to $284.59, while Seagate (STX) stock declined by 4.56% amid resistance at $300.  
- Alphabet acquired data center energy provider Intersect for $4.75 billion to enhance its computing capabilities.  
- Retail stocks like Dollar Tree and Walmart faced profit-taking and pullbacks, suggesting challenges ahead for consumer discretionary sectors in 2026 due to persistent inflation and anticipated spending cuts.

Dollar Tree

First Solar

Watch Seagate, Dollar Tree, Alphabet, and More

Argus Research raises PT on memory chipmaker Micron Technologyto $320 from $210 New PT implies an upside of 15.7% to stock’s last closeBrokerage notes “AI solutions driving overall topline growth,” and recovering demand in multiple end markets for MicronAverage rating of 46 analysts is “buy;” their median PT is $300 - data compiled by LSEGUp to last close, stock has more than tripled this year

- Argus Research has increased the price target for Micron Technology (MU.O) from $210 to $320, indicating a 15.7% upside from the stock's last close.  
- The brokerage attributes this increase to growth driven by AI solutions and recovering demand in various end markets.  
- Currently, 46 analysts have an average rating of “buy” with a median price target of $300, and the stock has more than tripled in value this year.

Reuters

BUZZ-Argus Research raises Micron's PT on AI-driven growth

True North Advisors LLC acquired 4,786 shares of Micron Technology, valued at $801,000, during the 3rd quarter. Other firms also increased their holdings. CEO Sanjay Mehrotra and CFO Mark J. Murphy sold shares, with insiders selling 369,852 shares worth $79,364,303 in three months. Analysts are optimistic about Micron's AI transition, with price targets raised. However, some caution about potential volatility and overvaluation.

- True North Advisors LLC acquired 4,786 shares of Micron Technology, valued at approximately $801,000, during the 3rd quarter.  
- Other hedge funds increased their stakes, with Trust Co. of Vermont raising its holdings by 58.7%, and Farther Finance Advisors LLC boosting its position by 73.4%.  
- The recent quarterly earnings report showed strong performance, surpassing analyst expectations, while insiders have sold significant shares, raising concerns about stock volatility.

Market Beat

4,786 Shares in Micron Technology, Inc. $MU Bought by True North Advisors LLC

IONQ

Quantum computing is likened to AI's early days, with significant investment potential. The U.S. and China are in a race for quantum supremacy, which could revolutionize encryption and national security. Quantum technology is advancing rapidly, with companies like Google and IonQ making breakthroughs. The Pentagon and investors are taking note, seeing quantum as a transformative industry.

- The Pentagon considers quantum computing a transformative technology comparable to the Manhattan Project, with the U.S. and China in a close race for supremacy.  
- Quantum computers have potential applications in breaking encryption and solving problems deemed impossible by classical computers, which has elevated their strategic importance.  
- The rising interest in quantum investment is driven by advancements in technology and significant government backing, prompting investors to consider allocating funds to this emerging field despite inherent volatility.

Dow Jones

IonQ

Quantum stocks are where AI was five years ago. These bets could be big winners.

Novo Nordisk's obesity pill approved by FDA, launching next year. Alphabet acquires Intersect for $4.75 billion. EV market shifts focus from electric vehicles to traditional trucks and SUVs. Instacart ends AI-driven pricing tests after consumer concerns. Gas prices in the U.S. hit four-year lows.

- Regulators approved the first-ever obesity treatment pill from Novo Nordisk, expected to launch early next year at a cost of $149 per month.  
- Shares of Novo Nordisk surged 7% following the announcement, while competitor Eli Lilly's stock dropped.  
- In related updates, Alphabet announced a $4.75 billion acquisition of Intersect to boost data center capacity, and Detroit automakers are shifting focus from electric vehicles to traditional trucks amid disappointing demand.

CNBC

Novo Nordisk AS

Novo Nordisk's new obesity pill, Alphabet's data center deal, the end of EV euphoria and more in Morning Squawk

CALM

WABC

TipRanks' AI Analyst has identified three top-rated stocks: Alphabet (GOOGL) with an AI score of 85 and a price target of $369.00, Cal-Maine Foods (CALM) with an AI score of 83 and high sub-scores in financial metrics, and Westamerica Bancorporation (WABC) with an AI score of 83 and a price target of $59.00. These stocks show strong financial health and potential for significant returns.

- In the current financial environment, identifying stocks with true outperformance potential necessitates a thorough analysis beyond earnings reports.  
- Top picks from Spark, the TipRanks AI Stock Analyst, include Alphabet (GOOGL), Cal-Maine Foods (CALM), and Westamerica Bancorporation (WABC), each with high AI scores indicating strong financial health and substantial upside potential.  
- These selections reflect the effectiveness of utilizing advanced quantitative tools to provide retail investors with insights comparable to those of institutional investors.

Tip Ranks

Cal-Maine Foods

Westamerica Bancorp

Three of the Most Highly Scored Stocks, According to TipRanks' AI Analyst

Sarasin & Partners LLP reduced its stake in Alphabet Inc. by 17.6% in the third quarter, selling 13,787 shares. The fund now owns 64,354 shares valued at $15,726,000. Other investors have also adjusted their holdings in Alphabet. Insider transactions include CEO Sundar Pichai selling 32,500 shares. Alphabet's stock opened at $311.33, with a market cap of $3.76 trillion. The company reported strong quarterly earnings and announced a dividend of $0.21 per share.

- Sarasin & Partners LLP reduced its stake in Alphabet Inc. by 17.6% during Q3, owning 64,354 shares valued at approximately $15.7 million post-sale.  
- Other investors, such as RDA Financial Network and Bleakley Financial Group LLC, have increased their stakes, showing ongoing interest in Alphabet despite recent insider sales.  
- Alphabet's stock has shown strong performance, reporting Q3 earnings better than expected and announcing a quarterly dividend, with the average analyst price target set at $313.04.

Sarasin & Partners LLP Sells 13,787 Shares of Alphabet Inc. $GOOG

Perpetual Ltd increased its holdings in Alphabet Inc. by 34.4% in Q3, owning 23,056 shares worth $5.615 million. Other investors like Focus Financial Network and Sunflower Bank also grew their stakes. Alphabet's stock opened at $311.33, with a market cap of $3.76 trillion. Analysts forecast Alphabet's EPS at 8.89 for the fiscal year. Alphabet announced a $0.21 quarterly dividend. Positive sentiment surrounds Alphabet's strategic moves, including buying Intersect and AI advancements.

- Perpetual Ltd increased its Alphabet Inc. (NASDAQ: GOOG) shares by 34.4%, owning 23,056 shares worth $5,615,000 at the end of the 3rd quarter.  
- Other institutional investors also raised their stakes, with 27.26% of the stock currently held by such entities.  
- Alphabet reported quarterly earnings of $2.87 per share, exceeding estimates, and declared a quarterly dividend of $0.21 per share, reflecting strong financial performance and growth expectations.