Woodside
Woodside Energy Group is rated a buy with the stop loss at $30.08
Woolworths
Woolworths Group lift stop loss to $34.26
Marvell Technology
Marvell Technology, Inc. – Common: Noted – Jensen Huang’s high-profile backing of the chipmaker at Computex.
Expected Revenue & Growth: Driven by accelerating AI data center and custom silicon demand, Marvell raised its growth guidance significantly during its last earnings call:
- Q2 FY2027 Revenue Guidance: Guided to $2.7 billion (±5%).
Year-over-Year (YoY) Growth: Represents ~35% YoY growth (beating previous consensus of $2.6 billion).
Sequential Growth: Represents ~12% sequential growth from Q1 FY2027.
- Full-Year FY2027 Revenue Outlook: Raised to ~$11.5 billion (up from prior guidance of ~$11.0 billion).
YoY Growth: Approximately 40% growth year-over-year.
- Full-Year FY2028 Revenue Outlook: Raised to ~$16.5 billion.
YoY Growth: Approximately 45% growth compared to
Medtronic
ASX:MDT releasing Q4 and full-year fiscal 2026 results, delivering its highest annual organic revenue growth in 10 years and boosting its cash dividend. Positive sentiment was also bolstered by key FDA regulatory submissions for its Hugo robotic-assisted surgery system.
Crowdstrike
CrowdStrike Holdings, Inc. – Class A Common delivered blowout Q1 results, posting revenue of $1.39 billion (up 26% YoY) and adjusted EPS of $1.10, beating Wall Street estimates. The cybersecurity firm raised its full-year guidance and announced a 4-for-1 forward stock split.
Broadcom
NAS: AVGO reported record Q2 revenue of $22.2 billion (up 48% YoY), beating estimates, with custom AI semiconductor revenue skyrocketing 143% YoY to $10.8 billion
Alphabet
Alphabet Inc. – Class C Capital
Google parent announced plans to raise a massive $80 billion in equity capital to expand AI compute infrastructure. The package includes a $30 billion underwritten public offering, a $40 billion at-the-market program, and a $10 billion private placement to Warren Buffett’s Berkshire Hathaway. Despite Berkshire’s high-profile backing, the massive scale of the capital raise sparked near-term concerns regarding equity dilution.
Hewlett Packard
Hewlett Packard Enterprise Company Common posted a 40% year-over-year revenue jump to $10.68 billion, driven by massive demand for AI servers, prompting management to pull forward its long-term financial targets by two full years.
Iluka Resources
Uranium ETF
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