Tiernan Ray

Wall Street’s Best Ideas: Coherent, Arista get a bid Arista Networks is among large-cap tech being scooped up by value investors amidst the sharp decline in valuations, and the Street continues to warm to fiber-optic leader Coherent. https://t.co/3nVtmxrzVQ $ANET $COHR https://t.co/WLKeAKiymb

A recap of how things plunged Small, capital spending-dependent names such as Cambium Networks were devastated last week, while Microsoft managed to come away only mildly bruised. A brief data tour. https://t.co/L8MiZDSy4v $MSFT $CMBM $AAPL https://t.co/OVBJ85dmzN

Making a list? When the market falls sharply, everyone wants to make a list of stocks to buy. Here are some thoughts on what’s gotten cheaper and what’s gotten more expensive. https://t.co/HmDADcjMYP $AAPL $SONY $NVDA $AMD $TXN $ADI $SNOW $VRSN $DASH $NFLX https://t.co/XXWl07JdnS

Wall Street’s Best Ideas: Nvidia’s risk in the rising cost of AI Nvidia’s got less upside, and the cost of AI is going to go up. Lyft is nowhere in self-driving taxis, and Trump’s tariffs are “convoluted,” making them hard to assess for chips stocks. But, some stocks are getting https://t.co/3jWIPpWTYa

Worse than feared? Every boardroom and C-suite must be running scenarios of what will happen to the electronics supply chain in the wake of Trump’s sweeping tariffs. Earnings season gets underway in a couple weeks. Will we start to know the shape of things then? https://t.co/KHnp0QZYlG

Intel’s Lip-Bu Tan promises to be in there ‘as long as it takes’ Newly installed Intel CEO Lip-Bu Tan became rather choked-up with emotion as he told the audience at the company’s customer event, “I love this company.” His tone was pitch-perfect throughout the talk, and his https://t.co/Z2w6HPDr8S

Wall Street’s Best Ideas: Slash those price targets! The uncertainty of trade and tariffs and what the DOGE is doing is prompting price target cuts across the tech landscape. Plus, why you should consider buying beaten-down MongoDB, and defending AppLovin against the short https://t.co/hKtGeEkI0o

The Enron of AI? Alibaba’s chairman is worried about an AI bubble, though his concerns may be overblown, while one observer thinks CoreWeave could be the next Enron, a debt-ridden dumping ground for AI services. Plus, Cloudflare has an interesting opportunity in optimizing AI https://t.co/gqQGZk3zoh

Wall Street’s Best Ideas: It’s corporate promises season, again Companies including Cognizant and Taboola are making big strategy promises to the Street, though they mostly sound uninspiring. Aurora Innovation and Ouster are two self-driving car names to put in your “high-risk” https://t.co/oHG4LgMmwj

A beautiful camera and a most interesting company and CEO. I had a wonderful chat at the pop-up store in Manhattan with Sigma CEO Kazuto Yamaki. We talked not only about the business strategy of making cameras as well as lenses, but also the future of the Foveon sensor business https://t.co/HhvOVctAN4

AlexNet, the AI model that started it all, released in source code form - for all to download It was the shot heard 'round the world - a neural network that finally fulfilled decades of theoretical promise. https://t.co/3f2m1xUFXd @geoffreyhinton @ilyasut https://t.co/zAEs71trVB

Micron continues to see torrid AI memory-chip sales Shares of Micron Technology rose in late trading as it said it is sold out of its “HBM” chips for AI data centers, and will be all this year, as the market keeps expanding. It also said the weaker markets of PCs and smartphones https://t.co/62Usy8LzZh

Wall Street’s Best Ideas: Google buys at the top of the market Google probably overpaid for Wiz, but the ultra-hot technology for cloud security is clearly a sellers’ market. Tesla “catalysts” prompt an upgrade of its beaten-down stock. Plus, Corning’s big opportunity inside the https://t.co/wTmoZX7hhn

Wall Street’s Best Ideas: Nvidia’s Huang induces lethargy It’s not that Nvidia’s chip innovations, such as “Vera Rubin,” aren’t stellar, but CEO Jensen Huang’s keynote on Tuesday was pretty much as expected, which meant it couldn’t prevent a slide in the stock. Even so, the https://t.co/2BwOuvruwG

Wall Street’s Best Ideas: Can Nvidia reassure worries over AI demand? This week’s “GTC” show is another opportunity for Nvidia to reassure investors once again that demand will hold up for its chips given fascination over DeepSeek economics. What will Micron Technology say about https://t.co/M79rl8z0t7