@InvestingAuth

Mastering multi-point audience & Retail Focused Investor Relations

 Collinsville, IL
theinvestingauthority.com
Joined December 2023
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If you like our content, you’ll love my newsletter. Twice a week, we cover the market and share the stocks/ETFs on our radar... the-investing-authority.beeh…

The Investing Authority

Mastering multi-point audience & Retail Focused Investor Relations

the-investing-authority.beehiiv.com
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Anthropic will be trading under the ticker $ANT
SmallCapGems
@Small_Cap_Gems15h
Anthropic will be trading under the ticker $ANT They are targeting a $1.5T valuation, down from previous $2T estimates
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Apple $AAPL iPhone duo has launched in stores today🍏
StockGuruHQ
@StockGuruHQOct 23
Apple $AAPL iPhone duo has launched in stores today, The current pricing lists as: $1,999 for 256GB model $2,199 for 512GB $2,599 for 1TB $3,199 for 2TB
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Multiple major banks have detected unauthorized AI agent accessing customers bank accounts Due to them, not being able to determine if it is a hack or an agent, they have decided to block all agent activity The banks include: -JP Morgan - Citi - Bank of America - Wells Fargo
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Micron $MU will be providing funding to Indium
SmallCapGems
@Small_Cap_GemsOct 21
Micron $MU will be providing strategic funding to Indium corporation to expand their critical mineral business They will target high purity materials in New York This is apart of the previously announced $3B initiative to buildout the U.S. semiconductor supply
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Walmart $WMT has announced a new joint membership with Sam’s club & Walmart+
StockGuruHQ
@StockGuruHQOct 20
Walmart $WMT has announced a new joint membership They will now be bundling, Walmart+ and Sam’s Club premium for $120/ month
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Hims & Hers $HIMS has been hiring Software engineers from Mexico💊 They are currently focused on increasing their remote operations
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UPS has raised their price target on Microsoft $MSFT from $525 to $775
StockGuruHQ
@StockGuruHQOct 16
UBS has raised their price target on Microsoft $MSFT from $525 to $675 They believe that the Azure & M365 both present intriguing ball cases that have justified the move we have seen They also believe they are positioned well for continued enterprise AI adoption
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Netflix $NFLX is planning to layoff 6% of their workforce This is the largest cut they have seen since 2022 About 1000 people are expected to be laid off
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Barclays believes Microsoft $MSFT will begin to develop a software advantage
SmallCapGems
@Small_Cap_GemsOct 13
Barclays has raised their price target on Microsoft $MSFT to $600 from $512 Barclays believes that Microsoft will start to see more of an AI software advantage prior to the end of this quarter. They believe there is a strong software advantage on Microsoft that the market is not pricing in yet
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Citi has raised their price target on $AMD to $800 from $575 🎯
StockGuruHQ
@StockGuruHQOct 7
Citi has raised their price target on $AMD from $575 to $800 Citi believes that Agentic AI will drive additional CPU demand giving AMD additional price power and putting them in a great position to capitalize on the escalated demand
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B Riley has downgraded AST Space mobile $ASTS from buy to neutral They have lowered their price target to $65 from $85 Their main concern is additional competition, along with maintenance costs rising
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Rocket Lab $RKLB has signed a new deal for 20 additional Electron rockets
SmallCapGems
@Small_Cap_GemsOct 1
Rocket Lab $RKLB has recently signed a deal with Synspective to add 20 Electron rocket launches This brings the Electron rocket backlog over to over 100
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Rosenblat raise their price target on Amazon $AMZN 🎯
StockGuruHQ
@StockGuruHQSep 30
Rosenblatt has raised their price target on Amazon $AMZN to $360 from $335 They have said they believe the market is over anticipating the risk that agentic AI poses towards Amazon‘s marketing business
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Canaccord has raised their price Target on Meta $META to $950 while maintaining a buy rating They have said Meta is showing rapid levels of adoption, there is many roadmap to monetization and they have formed a handful of strategic partners
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Meta $META has announced 3 new partnerships for Meta Muse
SmallCapGems
@Small_Cap_GemsSep 22
Meta $META Muse has announced 3 new partnerships: Shopify $SHOP will now allow shopping across merchants PayPal $PYPL will now assist with shopping & checkout Expedia $EXPE will allow users to help plan, organize, and book trips directly within the platform
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Anthropic is looking to have 5GW of compute under their belt prior to the end of 2026
SmallCapGems
@Small_Cap_GemsSep 18
Anthropic is targeting 5GW of compute by the end of 2026👀 They have also said they are looking to have secured 10GW by the end of 2027
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Nvidia $NVDA CEO Jensen Huang has said: “2 GW of AI infrastructure in Australia represents $80B”
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The Apple $AAPL iPhone duo will retail for $1,999
SmallCapGems
@Small_Cap_GemsSep 11
Apple $AAPL has said the iPhone Duo will retail for $1,999🍏 The phone pieces will be connected together through 100 small parts
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Meta $META has rolled out Meta Muse🧠 This is a personalized AI agent designed to help users reach their goals through digital tasks & workflows
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Rocket Lab $RKLB has cleared a preliminary design review👀
StockGuruHQ
@StockGuruHQSep 7
Rocket Lab $RKLB has cleared a preliminary design review for 18 new satellites🛰️ These 18 will be added to the tracking layer tranche 3 This is primarily geared towards missile defense and faster earnings
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