Company
Sell-side broker that cut its BitGo price target from $14 to $11 while reaffirming an Outperform rating and arguing CLARITY Act delay favours BitGo.
More than $1 trillion left 20 of the largest AI and chip stocks this week, CNBC reported, while CoreWeave's 2031 bond yield reached 15.78%. TSMC guided to 58% higher fourth-quarter revenue in the same week, so we think financing terms and rates are the likelier targets of the sell-off.
Reality
Japan's Ministry of Finance sold 7.27 trillion yen of retail government bonds in nine months, 291 billion yen short of the record set in 2007. The record looks all but certain, but the sums are small next to household cash and do little for the yields Tokyo pays.
Reality
Intel closed at $104.47, roughly 92 times the $1.14 it is expected to earn this year. Of the three legs holding that price up, only the data centre line is already in the accounts. October's CPU increase is still a supply chain report.
Reality
Every headline number beat and the annual guide went up, yet the one line that would show AI workloads landing in production has held at 29% for three quarters. That flat line is the number that matters here.
Reality
The target came down about 21 percent on crypto price weakness. What did not change is the claim that legislative stalling quietly helps an incumbent that already holds a federal charter.
Reality