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02.06.26 - 01:33
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GoPro Warns It May Not Survive As AI Memory Crunch Bites (ZeroHedge)
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GoPro Warns It May Not Survive As AI Memory Crunch Bites
GoPro shares have been under pressure since last fall, when memory prices began to soar as AI data center buildouts tightened global supply and diverted capacity away from consumer electronics.
On Monday, GoPro filed an 8-K with the SEC, warning of "substantial doubt" about its ability to continue as a going concern and stating that it expects to file an update to its financial statements.
The action-camera maker, once a $12 billion-plus Wall Street MoMo darling after its 2014 IPO, has plunged into micro-cap territory, with a total market cap of around $190 million as of late Monday afternoon.
Revenue plunged 26% in the first quarter. The company has already needed lender waivers after breaching loan covenants, and it does not expect to comply with several future covenants.
Last month, GoPro's own filing warned of an "unprecedented increase and volatility in memory component costs."
The AI memory boom has crushed Go...
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01.06.26 - 16:33
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IBM Soars On Resurfaced Trump Clip, Barclays Buy Rating As MoMo Rally Accelerates (ZeroHedge)
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IBM Soars On Resurfaced Trump Clip, Barclays Buy Rating As MoMo Rally Accelerates
IBM shares jumped as much as 15% in premarket trading after Bloomberg described a recirculated video of President Trump stating that the stock is "going to go up a lot more."
The clip, reposted by Polymarket Money on Saturday evening, appears to have fueled another leg higher in what has already been an eye-popping, multi-week rally.
In the clip, dated December 10, Trump boasted that IBM CEO Arvind Krishna had "taken the stock from a rather low price to a very nice price."
"I won't say high because I'm sure you're going to say it's going to go up a lot more," Trump added.
Trump says $IBM is “going to go up a lot more.”pic.twitter.com/KgzV0qy19j
— Polymarket Money (@PolymarketMoney) May 31, 2026
IBM logged the largest monthly gain in May since October 2002.
Another overnight catalyst was Barclays analyst Raimo Lenschow, who initiated coverage of IBM with an Overweight rating...
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08.05.26 - 16:00
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Futures Rebound, Trade At All Time Highs On, What Else: Tech And Iran Optimism (ZeroHedge)
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Futures Rebound, Trade At All Time Highs On, What Else: Tech And Iran Optimism
US equity futures are higher and just shy of a new record, with technology names leading futures higher ahead of April jobs report, after Trump's assertion that the Iran ceasefire is still holding despite an exchange of weapons between the US and Iran overnight, and a deep weekly loss for oil help futures regain positive momentum. Markets are higher ahead of NFP data later this morning following yesterday's very 'unwindy' session (High Beta Momo -7.96%, Software vs Semis +5.83%, Power -3.44%, HF VIP Longs -1.36%). As of 8:00am ET, S&P futures rise 0.5% and are back over 7,400 while Nasdaq futures gain 0.7%. Pre-market, Mag 7 are all higher led by NVDA +0.9% and TSLA +0.9%.Sentiment reversed from Thursday's drop after Trump last night said the recent US strikes on Iranian military facility does not affect the ceasefire status. This morning there are reports that Iran seized an oil tanker for violations (on...
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22.04.26 - 20:18
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"All Systems Go": Goldman Sees Improvement As Boeing Turnaround Gains Momo (ZeroHedge)
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"All Systems Go": Goldman Sees Improvement As Boeing Turnaround Gains Momo
Boeing shares jumped as much as 5% after the company posted a smaller-than-expected first-quarter cash burn and delivered the most aircraft since 2019 (outdelivered Airbus for the first time in years), reinforcing the view that the turnaround is beginning to lift off. The CEO's earlier comment was "all systems go," while Goldman's initial read on the quarter pointed to "improvements."
First-quarter earnings results show Boeing is gaining traction and is set to ramp up 737 production, a key step toward restoring its cash cow narrowbody jet production ...
... and reducing debt by $7 billion.
The company reaffirmed its expectation of generating $1 billion to $3 billion in free cash flow in 2026, while adjusted losses were narrower than forecast.
Additionally, Boeing's defense and space units improved, with revenue up 21% and margins increasing.
"We're making strides to strengthen o...
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