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Wolfe Research Reaffirms Bullish View on Arista Networks (ANET) With $175 Price Target
Insider Monkey63d agoneutral
Wolfe Research Reaffirms Bullish View on Arista Networks (ANET) With $175 Price Target

Arista Networks, Inc. (NYSE:ANET) is one of the best growth stocks to buy, according to billionaire Ray Dalio’s Bridgewater Associates. On June 10, Wolfe Research reiterated an Outperform rating on Arista Networks (NYSE:ANET) and a $175 price target. The positive stance follows meetings with the company’s CFO, Chantelle Breithaupt, during which it became clear the […]

Apple’s Latest Reveal Proves That Micron Has “More Room To Run”
24/7 Wall St.63d agoneutral
Apple’s Latest Reveal Proves That Micron Has “More Room To Run”

Gene Munster, Managing Partner of Deepwater Asset Management, used a CNBC segment on June 18, 2026 to tie together two critical semiconductor stories: Apple‘s willingness to raise iPhone prices and the parabolic move in memory chip stocks. His thesis: when the most operationally disciplined hardware company in the world signals it cannot absorb the full ... Apple’s Latest Reveal Proves That Micron Has “More Room To Run”

Kevin Warsh Comments Send Shiver Down Investors’ Spines. Would He Really ‘Murder This Bull Market?’
24/7 Wall St.63d agoneutral
Kevin Warsh Comments Send Shiver Down Investors’ Spines. Would He Really ‘Murder This Bull Market?’

Federal Reserve Chair Kevin Warsh’s first post-meeting press conference rattled risk assets on Wednesday, and the loudest pushback came from a strategist who thinks the bull market remains structurally intact. On CNBC’s Closing Bell Overtime, Warren Pies, co-founder of 3Fourteen Research, argued that “Bull markets do not die of old age. They’re usually murdered by ... Kevin Warsh Comments Send Shiver Down Investors’ Spines. Would He Really ‘Murder This Bull Market?’

Nvidia’s Next Huge Bet: Drill, Baby, Drill!
24/7 Wall St.63d agoneutral
Nvidia’s Next Huge Bet: Drill, Baby, Drill!

SLB (NYSE:SLB) and NVIDIA (NASDAQ:NVDA) have collaborated for roughly two decades, and their partnership just took center stage on CNBC. SLB CEO Olivier Le Peuch sat down with Jim Cramer on June 18, 2026 to walk through the company’s digital investor day and explain how AI is rewiring the oil patch into something that looks ... Nvidia’s Next Huge Bet: Drill, Baby, Drill!

The Magnificent 7 Debt Binge is Sending a Crystal Clear Message to Wall Street. But Are Investors Paying Attention?
24/7 Wall St.63d agoneutral
The Magnificent 7 Debt Binge is Sending a Crystal Clear Message to Wall Street. But Are Investors Paying Attention?

Jim Cramer used his Mad Money platform this week to make the case that the Magnificent 7’s appetite for capital is sending an unmistakable signal to investors who actually pay attention to corporate plumbing: the big banks are about to print money. On the June 18, 2026 episode, Cramer argued that Nvidia alone raised $25 ... The Magnificent 7 Debt Binge is Sending a Crystal Clear Message to Wall Street. But Are Investors Paying Attention?

Micron Technology (MU) Is Up 17.0% After Nvidia HBM4 Win And AI Board Hire - Has The Bull Case Changed?
Simply Wall St.63d agoneutral
Micron Technology (MU) Is Up 17.0% After Nvidia HBM4 Win And AI Board Hire - Has The Bull Case Changed?

Earlier this month, Micron Technology appointed Dr. Alexis Black Björlin, an AI, cloud, and semiconductor veteran, to its board and Governance and Sustainability Committee, while continuing to highlight surging demand and tight supply for its high‑bandwidth memory used in AI data centers. Her arrival, alongside Micron’s newly secured role as an HBM4 supplier for Nvidia’s upcoming Vera Rubin AI platform, underscores how deeply the company is embedding itself in the core infrastructure of...