StreetInsider.com News Articles

Trump's bid to shield chip supply chain could backfire in Tennessee - Reuters

Fri, 04 Sep 2026 16:14:58 -0400

Trump's bid to shield chip supply chain could backfire in Tennessee - Reuters

Fri, 04 Sep 2026 16:14:58 -0400

Trump's bid to shield chip supply chain could backfire in Tennessee - Reuters

Fri, 04 Sep 2026 16:14:58 -0400

Trump's bid to shield chip supply chain could backfire in Tennessee - Reuters

Fri, 04 Sep 2026 16:14:58 -0400

Trump's bid to shield chip supply chain could backfire in Tennessee - Reuters

Active options: NVDA TSLA AAPL MU INTC SPCX AMZN MSTR

Fri, 04 Sep 2026 13:48:02 -0400

Active options: NVDA TSLA AAPL MU INTC SPCX AMZN MSTR

From microchips to missile threats: How the U.S.-China AI race took a dark turn

Fri, 04 Sep 2026 12:19:40 -0400

Investing.com -- What began as an economic rivalry over microchips has taken a chillingly dark turn, as Washington analysts and Chinese state commentators openly weigh a scenario once confined to science fiction: direct military strikes on artificial intelligence infrastructure.

The escalatory rhetoric reached a sharp peak after Hu Xijin, former editor-in-chief of the state-backed Global Times, directly threatened the U.S. mainland in response to American policy proposals. Writing on X (formerly Twitter), Hu warned: "If the U.S. truly dares to launch a military strike against China’s data centers, I believe China’s retaliation would not

From microchips to missile threats: How the U.S.-China AI race took a dark turn

Fri, 04 Sep 2026 12:19:40 -0400

Investing.com -- What began as an economic rivalry over microchips has taken a chillingly dark turn, as Washington analysts and Chinese state commentators openly weigh a scenario once confined to science fiction: direct military strikes on artificial intelligence infrastructure.

The escalatory rhetoric reached a sharp peak after Hu Xijin, former editor-in-chief of the state-backed Global Times, directly threatened the U.S. mainland in response to American policy proposals. Writing on X (formerly Twitter), Hu warned: "If the U.S. truly dares to launch a military strike against China’s data centers, I believe China’s retaliation would not

Evercore: SpaceX prepares for first orbital Starship flight, faces power crisis

Fri, 04 Sep 2026 12:17:59 -0400

Investing.com -- SpaceX filed with the FCC for Flight 14, which would mark the first orbital flight for the Starship program, according to Evercore. The flight would represent the point where Starship begins adding usable Starlink capacity instead of only proving out the technology.
Elon Musk told G20 technology ministers that AI faces a "crisis of power" and described electricity rather than GPUs as the binding constraint. SpaceX's move into turbine casting in Bastrop supports this view, though Evercore sees the foundry as a 2028 or later solution rather than a near-term fix. Mobile generation and purchased turbines remain the more

Evercore: SpaceX prepares for first orbital Starship flight, faces power crisis

Fri, 04 Sep 2026 12:17:59 -0400

Investing.com -- SpaceX filed with the FCC for Flight 14, which would mark the first orbital flight for the Starship program, according to Evercore. The flight would represent the point where Starship begins adding usable Starlink capacity instead of only proving out the technology.
Elon Musk told G20 technology ministers that AI faces a "crisis of power" and described electricity rather than GPUs as the binding constraint. SpaceX's move into turbine casting in Bastrop supports this view, though Evercore sees the foundry as a 2028 or later solution rather than a near-term fix. Mobile generation and purchased turbines remain the more

Lynx Equity sees Micron and SanDisk breakout as volatility normalizes

Fri, 04 Sep 2026 10:19:57 -0400

According to a recent research note, Lynx maintains aggressive price targets of $1,325 for Micron and $2,450 for SanDisk, representing potential upside of 32.6% and 48.5% from their current respective prices of $999 and $1,650.

From "Uninvestable" Chaos to a Stealth Rally

The bullish call is grounded in a volatility framework Rajkumar tracked leading into Micron’s late-June earnings report. Ahead of that release, Lynx cautioned that extreme daily swings in May and June—running nearly double historical averages—reflected speculative hype rather than durable strength.

"Even though the fundamentals remained strong... the high-volatility regime made the stock uninvestable," Rajkumar wrote. That

Lynx Equity sees Micron and SanDisk breakout as volatility normalizes

Fri, 04 Sep 2026 10:19:57 -0400

According to a recent research note, Lynx maintains aggressive price targets of $1,325 for Micron and $2,450 for SanDisk, representing potential upside of 32.6% and 48.5% from their current respective prices of $999 and $1,650.

From "Uninvestable" Chaos to a Stealth Rally

The bullish call is grounded in a volatility framework Rajkumar tracked leading into Micron’s late-June earnings report. Ahead of that release, Lynx cautioned that extreme daily swings in May and June—running nearly double historical averages—reflected speculative hype rather than durable strength.

"Even though the fundamentals remained strong... the high-volatility regime made the stock uninvestable," Rajkumar wrote. That

Lynx Equity sees Micron and SanDisk breakout as volatility normalizes

Fri, 04 Sep 2026 10:19:57 -0400

According to a recent research note, Lynx maintains aggressive price targets of $1,325 for Micron and $2,450 for SanDisk, representing potential upside of 32.6% and 48.5% from their current respective prices of $999 and $1,650.

From "Uninvestable" Chaos to a Stealth Rally

The bullish call is grounded in a volatility framework Rajkumar tracked leading into Micron’s late-June earnings report. Ahead of that release, Lynx cautioned that extreme daily swings in May and June—running nearly double historical averages—reflected speculative hype rather than durable strength.

"Even though the fundamentals remained strong... the high-volatility regime made the stock uninvestable," Rajkumar wrote. That

Lynx Equity sees Micron and SanDisk breakout as volatility normalizes

Fri, 04 Sep 2026 10:19:57 -0400

According to a recent research note, Lynx maintains aggressive price targets of $1,325 for Micron and $2,450 for SanDisk, representing potential upside of 32.6% and 48.5% from their current respective prices of $999 and $1,650.

From "Uninvestable" Chaos to a Stealth Rally

The bullish call is grounded in a volatility framework Rajkumar tracked leading into Micron’s late-June earnings report. Ahead of that release, Lynx cautioned that extreme daily swings in May and June—running nearly double historical averages—reflected speculative hype rather than durable strength.

"Even though the fundamentals remained strong... the high-volatility regime made the stock uninvestable," Rajkumar wrote. That

Lynx Equity sees Micron and SanDisk breakout as volatility normalizes

Fri, 04 Sep 2026 10:19:57 -0400

According to a recent research note, Lynx maintains aggressive price targets of $1,325 for Micron and $2,450 for SanDisk, representing potential upside of 32.6% and 48.5% from their current respective prices of $999 and $1,650.

From "Uninvestable" Chaos to a Stealth Rally

The bullish call is grounded in a volatility framework Rajkumar tracked leading into Micron’s late-June earnings report. Ahead of that release, Lynx cautioned that extreme daily swings in May and June—running nearly double historical averages—reflected speculative hype rather than durable strength.

"Even though the fundamentals remained strong... the high-volatility regime made the stock uninvestable," Rajkumar wrote. That

Lynx Equity sees Micron and SanDisk breakout as volatility normalizes

Fri, 04 Sep 2026 10:19:57 -0400

According to a recent research note, Lynx maintains aggressive price targets of $1,325 for Micron and $2,450 for SanDisk, representing potential upside of 32.6% and 48.5% from their current respective prices of $999 and $1,650.

From "Uninvestable" Chaos to a Stealth Rally

The bullish call is grounded in a volatility framework Rajkumar tracked leading into Micron’s late-June earnings report. Ahead of that release, Lynx cautioned that extreme daily swings in May and June—running nearly double historical averages—reflected speculative hype rather than durable strength.

"Even though the fundamentals remained strong... the high-volatility regime made the stock uninvestable," Rajkumar wrote. That

Lynx Equity sees Micron and SanDisk breakout as volatility normalizes

Fri, 04 Sep 2026 10:19:57 -0400

According to a recent research note, Lynx maintains aggressive price targets of $1,325 for Micron and $2,450 for SanDisk, representing potential upside of 32.6% and 48.5% from their current respective prices of $999 and $1,650.

From "Uninvestable" Chaos to a Stealth Rally

The bullish call is grounded in a volatility framework Rajkumar tracked leading into Micron’s late-June earnings report. Ahead of that release, Lynx cautioned that extreme daily swings in May and June—running nearly double historical averages—reflected speculative hype rather than durable strength.

"Even though the fundamentals remained strong... the high-volatility regime made the stock uninvestable," Rajkumar wrote. That

Lynx Equity sees Micron and SanDisk breakout as volatility normalizes

Fri, 04 Sep 2026 10:19:57 -0400

According to a recent research note, Lynx maintains aggressive price targets of $1,325 for Micron and $2,450 for SanDisk, representing potential upside of 32.6% and 48.5% from their current respective prices of $999 and $1,650.

From "Uninvestable" Chaos to a Stealth Rally

The bullish call is grounded in a volatility framework Rajkumar tracked leading into Micron’s late-June earnings report. Ahead of that release, Lynx cautioned that extreme daily swings in May and June—running nearly double historical averages—reflected speculative hype rather than durable strength.

"Even though the fundamentals remained strong... the high-volatility regime made the stock uninvestable," Rajkumar wrote. That

Lynx Equity sees Micron and SanDisk breakout as volatility normalizes

Fri, 04 Sep 2026 10:19:57 -0400

According to a recent research note, Lynx maintains aggressive price targets of $1,325 for Micron and $2,450 for SanDisk, representing potential upside of 32.6% and 48.5% from their current respective prices of $999 and $1,650.

From "Uninvestable" Chaos to a Stealth Rally

The bullish call is grounded in a volatility framework Rajkumar tracked leading into Micron’s late-June earnings report. Ahead of that release, Lynx cautioned that extreme daily swings in May and June—running nearly double historical averages—reflected speculative hype rather than durable strength.

"Even though the fundamentals remained strong... the high-volatility regime made the stock uninvestable," Rajkumar wrote. That

Lynx Equity sees Micron and SanDisk breakout as volatility normalizes

Fri, 04 Sep 2026 10:19:57 -0400

According to a recent research note, Lynx maintains aggressive price targets of $1,325 for Micron and $2,450 for SanDisk, representing potential upside of 32.6% and 48.5% from their current respective prices of $999 and $1,650.

From "Uninvestable" Chaos to a Stealth Rally

The bullish call is grounded in a volatility framework Rajkumar tracked leading into Micron’s late-June earnings report. Ahead of that release, Lynx cautioned that extreme daily swings in May and June—running nearly double historical averages—reflected speculative hype rather than durable strength.

"Even though the fundamentals remained strong... the high-volatility regime made the stock uninvestable," Rajkumar wrote. That

Lynx Equity sees Micron and SanDisk breakout as volatility normalizes

Fri, 04 Sep 2026 10:19:57 -0400

According to a recent research note, Lynx maintains aggressive price targets of $1,325 for Micron and $2,450 for SanDisk, representing potential upside of 32.6% and 48.5% from their current respective prices of $999 and $1,650.

From "Uninvestable" Chaos to a Stealth Rally

The bullish call is grounded in a volatility framework Rajkumar tracked leading into Micron’s late-June earnings report. Ahead of that release, Lynx cautioned that extreme daily swings in May and June—running nearly double historical averages—reflected speculative hype rather than durable strength.

"Even though the fundamentals remained strong... the high-volatility regime made the stock uninvestable," Rajkumar wrote. That

Lynx Equity sees Micron and SanDisk breakout as volatility normalizes

Fri, 04 Sep 2026 10:19:57 -0400

According to a recent research note, Lynx maintains aggressive price targets of $1,325 for Micron and $2,450 for SanDisk, representing potential upside of 32.6% and 48.5% from their current respective prices of $999 and $1,650.

From "Uninvestable" Chaos to a Stealth Rally

The bullish call is grounded in a volatility framework Rajkumar tracked leading into Micron’s late-June earnings report. Ahead of that release, Lynx cautioned that extreme daily swings in May and June—running nearly double historical averages—reflected speculative hype rather than durable strength.

"Even though the fundamentals remained strong... the high-volatility regime made the stock uninvestable," Rajkumar wrote. That

Lynx Equity sees Micron and SanDisk breakout as volatility normalizes

Fri, 04 Sep 2026 10:19:57 -0400

According to a recent research note, Lynx maintains aggressive price targets of $1,325 for Micron and $2,450 for SanDisk, representing potential upside of 32.6% and 48.5% from their current respective prices of $999 and $1,650.

From "Uninvestable" Chaos to a Stealth Rally

The bullish call is grounded in a volatility framework Rajkumar tracked leading into Micron’s late-June earnings report. Ahead of that release, Lynx cautioned that extreme daily swings in May and June—running nearly double historical averages—reflected speculative hype rather than durable strength.

"Even though the fundamentals remained strong... the high-volatility regime made the stock uninvestable," Rajkumar wrote. That

Lynx Equity sees Micron and SanDisk breakout as volatility normalizes

Fri, 04 Sep 2026 10:19:57 -0400

According to a recent research note, Lynx maintains aggressive price targets of $1,325 for Micron and $2,450 for SanDisk, representing potential upside of 32.6% and 48.5% from their current respective prices of $999 and $1,650.

From "Uninvestable" Chaos to a Stealth Rally

The bullish call is grounded in a volatility framework Rajkumar tracked leading into Micron’s late-June earnings report. Ahead of that release, Lynx cautioned that extreme daily swings in May and June—running nearly double historical averages—reflected speculative hype rather than durable strength.

"Even though the fundamentals remained strong... the high-volatility regime made the stock uninvestable," Rajkumar wrote. That

Lynx Equity sees Micron and SanDisk breakout as volatility normalizes

Fri, 04 Sep 2026 10:19:57 -0400

According to a recent research note, Lynx maintains aggressive price targets of $1,325 for Micron and $2,450 for SanDisk, representing potential upside of 32.6% and 48.5% from their current respective prices of $999 and $1,650.

From "Uninvestable" Chaos to a Stealth Rally

The bullish call is grounded in a volatility framework Rajkumar tracked leading into Micron’s late-June earnings report. Ahead of that release, Lynx cautioned that extreme daily swings in May and June—running nearly double historical averages—reflected speculative hype rather than durable strength.

"Even though the fundamentals remained strong... the high-volatility regime made the stock uninvestable," Rajkumar wrote. That

Lynx Equity sees Micron and SanDisk breakout as volatility normalizes

Fri, 04 Sep 2026 10:19:57 -0400

According to a recent research note, Lynx maintains aggressive price targets of $1,325 for Micron and $2,450 for SanDisk, representing potential upside of 32.6% and 48.5% from their current respective prices of $999 and $1,650.

From "Uninvestable" Chaos to a Stealth Rally

The bullish call is grounded in a volatility framework Rajkumar tracked leading into Micron’s late-June earnings report. Ahead of that release, Lynx cautioned that extreme daily swings in May and June—running nearly double historical averages—reflected speculative hype rather than durable strength.

"Even though the fundamentals remained strong... the high-volatility regime made the stock uninvestable," Rajkumar wrote. That