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UTEX
@utex_exchange29.4K подп.
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25 марта 2026 г.
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Possible IPO for SpaceX and even more chips ↗️ Intel Corporation (INTC) +4%, ↗️ Advanced Micro Devices (AMD) +2%. According to Nikkei Asia, Intel and AMD have informed customers of plans to raise prices across their entire CPU product lines, starting in March and April respectively. The price hikes come amid worsening supply constraints for central processors. Lead times have increased from the previous one to two weeks to an average of eight to twelve weeks, and in some cases have stretched to six months. ↗️ Chewy (CHWY) +10%. The company offers pet products and animal feed. Earnings per share came in well above expectations, while revenue matched consensus. ↗️ Arm Holdings (ARM) +10%. The chip developer announced that it will begin selling its own processors. The company expects its new AGI processor to generate approximately $15B in annual revenue over five years. 🚀 Braze (BRZE) +26%. The software company delivered mixed results but issued strong guidance for 2027. A $100M buyback was announced. ↗️ EchoStar (SATS) +5%, ↗️ Rocket Lab (RKLB) +3%, ↗️ AST SpaceMobile (ASTS) +2%. According to The Information, Elon Musk's SpaceX plans to file for an IPO as early as this week. SpaceX has not yet commented.
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