- Augury ⍺ 🟢
- Posts
- Intel stock rallies on Micron’s bullish PC and server outlook
Intel stock rallies on Micron’s bullish PC and server outlook
5 articles I'm watching carefully
Tyler Dupont ![]() Good morning 👋 Here's the latest news I'm tracking today. |
📈 Stocks / Finance
Intel stock rallies on Micron’s bullish PC and server outlook
Intel rose over 5% after Micron raised 2025 growth forecasts for PCs and traditional servers, two of Intel’s core markets. The improved demand outlook boosts prospects for Intel’s 18A node rollout and strengthens its financial position amid heavy capex.
Wells Fargo upgrades Amazon on AI-driven AWS growth
Wells Fargo raised Amazon to 'buy', citing expected AWS acceleration from AI investments like Anthropic and Project Rainer. Forecasts show 22% AWS revenue growth in 2026. Despite lagging peers, analysts see AWS recovery as key to reversing share underperformance.
Oracle slips as $15B bond plan follows Stargate AI expansion
Oracle stock fell 1.7% after reports it may raise $15B via bonds to fund its AI data center expansion with OpenAI and SoftBank. Despite the dip, shares are up 85% YTD, driven by strong OCI growth and a $300B OpenAI cloud deal. Analysts expect continued capex-heavy strategy.
🪙 Crypto
Analysts split on XRP’s investment case post-SEC ruling
XRP rose 3.6% amid renewed investor interest following a favorable SEC ruling. Bulls cite faster transactions and institutional backing, while skeptics point to lingering regulatory uncertainty and stiff competition in cross-border payments.
🌎 Global Economy
Global slowdown pressures commodities despite demand pockets
Global GDP growth is set to dip to 3.1% in 2025, cooling commodity markets. The World Bank expects prices to fall 12% this year. Energy and metals slump on weak industrial demand, while gold hits $3,759/oz as investors seek safe havens amid economic and geopolitical uncertainty.