INTC-  finally the reason for every pop in intc getting smashed is out there ---clearly the bankers working on putting this $15 billion to bed   had some loose tongues to some biggies they work with--shocking :)

HON  spinoff  HONA   ---destroyed 222-down to 166

NVDA----  maybe its a real b/out ?

    FYI-from RevShark      HPE

Our Stock of the Week is Hewlett Packard Enterprise (HPE). HPE has transformed itself from a slow-growth legacy hardware company into a major player in enterprise data center and computing infrastructure, positioning itself as an “edge-to-cloud hybrid infrastructure” provider (meaning that it sells the computing, storage, and networking equipment that businesses use to run their operations locally, in the cloud, or some mix of both) with growing exposure to AI server demand, hybrid cloud, and networking. That transformation has been driven by the 2025 acquisition of Juniper Networks, a networking equipment company known for the routers, switches, and AI-driven software, placing HPE in the middle of AI infrastructure buildout.

The pivot showed up in the numbers on June 1st, when HPE reported a blowout fiscal Q2 2026, which showed that revenue jumped 40% year-over-year to $10.7 billion (vs. est. $9.79 billion), with adjusted earnings of $0.79 per share (vs. est. $0.53), with server revenue alone coming in at $5.45 billion against expectations of $4.66 billion. The AI story has kept building since, with HPE unveiling its ProLiant Compute DL394 Gen12 server (built on Nvidia’s Vera CPU for AI workloads) and landing a marquee deal with Vultr, alongside Nvidia, to build large-scale AI data centers.

While the sector in general continued to see inflated multiples, HPE’s valuation still looks reasonable. Analysts are projecting 54% EPS growth over the next twelve months, and at a trailing PE of 19x and a forward PE of 12x, the stock carries a forward price-to-earnings growth ratio of just 0.2 (a reading below 1.0 is generally considered undervalued), suggesting the market has not fully priced in the earnings acceleration now underway. The average analyst price target, meanwhile, is $70.

great-   thx

TOS-- has a link to large option trades updated all day  -called trade flash

this is what it looks like 

     BE--there are 2 short seller reports out there from last week   -- still hitting it

if you have the space or 2 or more screens i sometimes will put both versions n at same time --1 so i can scroll to what i want and the other so i don`t miss Matt`s  drawings and special charts. 

OUCH

this could be right up there with is recommendation to buy Bear Stearns   on  the dip :)

INTC  ----Cramers favorite now---said he added to position yesterday---    down almost 9 points today

Rosenblatt Sec this morning says keep selling and put a $65 target on  it

great stuff ---thx

check out aapl 5 min   &    msft   ;)

fyi-  in case you missed it   SATS is now ECHO

UBER--  weekly look

annyone follow IBM   ?   it was 278.75   remkt then dropped 10 points in 2 min  now better 

INTC-     moving fast

AXP---  looks promising--   long  a little 

 Bank of America cut price targets across the medical device group. Intuitive Surgical, Medtronic, Stryker, Becton Dickinsonand Boston Scientific. This had been such a strong group, but things have gone south since the fall. Serious price-to-earnings compression.

Intel has become a star of the artificial intelligence trade, and Jim Cramer said investors need to own the stock.

“If you don’t own Intel, please buy it,” said Jim during Thursday’s Morning Meeting, touting the chipmaker as it becomes more crucial to the artificial intelligence data center buildout. He said it’s now his favorite name in the chip space.

“Intel’s my No. 1 name, not Nvidia ,” Jim said. He argued that portfolio holding Nvidia, the leading maker of AI chips, has become a source of funds for investors looking to raise capital ahead of the SpaceX initial public offering Friday. But with Intel, that’s not the case. 

Intel’s stock popped up nearly 8% Thursday following a double upgrade by Bank of America. The firm elevated the stock to a buy from a sell-equivalent rating, and raised its price target to $135 from $96. Analysts based the call on higher confidence in Intel’s opportunity to benefit from AI spending in two ways: its central processing units (CPUs) and its contract chip manufacturing business, known as Intel Foundry.

Both reasons are why the Club initiateda position in the company last week at a price target of $140 per share. Shares of Intel and other AI chipmakers were then hit with a wave of selling in recent days. Thursday’s gains put Intel back to around $115, slightly above the price of our first buy on June 3. We added to our position at $101.80 a share on June 5.

Bank of America now projects Intel’s server CPU sales to hit $40 billion by calendar year 2030 — a very bullish target versus the consensus. Wall Street currently expects Intel’s data center and AI segment to generate $32.5 billion in 2030, according to FactSet; the vast majority of that segment’s revenues are from CPUs, per BofA. The analysts believe Intel will capture about 25% of a total addressable market for server CPUs worth $170 billion, up from its prior estimate of $135 billion.

Intel’s blowout quarterin April was a huge reality check for investors that revealed a booming demand for CPUs. Nvidia’s graphic processing units (GPUs) have long dominated artificial intelligence computing and remain key for training AI models. But as more AI computing moves from training to the daily inference stage — the process of AI models answering queries and reacting to user demands — CPUs are becoming hot commodities for data centers. The growth of agentic AI systems, in particular, which are capable of autonomously completing tasks for users, require a lot of CPUs. We bought Arm Holdings as a beneficiary of this shift too. Bank of America also raised its price target on Arm to $335 from $245.

Intel’s chip manufacturing business is increasingly positioned to help relieve supply chain bottlenecks. Taiwan Semiconductor Manufacturing Co. , the largest contract chip manufacturer, is essentially at full capacity and expanding its footprint takes time. BofA sees growing opportunities for Intel Foundry to step up as a TSMC alternative.