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SEC filing shows Micron Technology (MU.O) president and CEO Sanjay Mehrotra sold 40,000 shares of common stock on Aug. 21 at an average price of $968.90, generating proceeds of about $38.76 million.

2026-08-26

SEC filing shows Micron Technology (MU.O) president and CEO Sanjay Mehrotra sold 40,000 shares of common stock on Aug. 21 at an average price of $968.90, generating proceeds of about $38.76 million.

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2026-08-25

Barclays raises Moderna (MRNA.O) PT to $125 from $48.

Barclays raises Moderna (MRNA.O) PT to $125 from $48.
2026-08-25

NVIDIA reports F2Q27 results after US close Wednesday. Street survey expects F2Q27 EPS $2.19 and revenue $93.58bn (YoY +100%); consensus guidance for F3Q27 is around $106.14bn (QoQ +13%, YoY +86%), with some investors projecting >$110bn. Key upside d

NVIDIA reports F2Q27 results after US close Wednesday. Street survey expects F2Q27 EPS $2.19 and revenue $93.58bn (YoY +100%); consensus guidance for F3Q27 is around $106.14bn (QoQ +13%, YoY +86%), with some investors projecting >$110bn. Key upside drivers cited are strong GB300 server‑cabinet shipments, Rubin Ultra chip ramp, pricing leverage, enterprise AI adoption and cloud/supply‑chain moats; gross margin is forecast near 75%. Downside concerns include “recycling” financing risk and wafer/chip capacity constraints that could limit guidance upside. Earnings-implied option volatility is ~4.6%. JP Morgan (Aug. 24) notes a backstop financing mechanism could deliver “hundreds of billions” in incremental revenue, but warns a simultaneous earnings miss and dovish/soft Fed messaging could trigger a 3–4% pullback in the S&P 500.
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