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Fantastic results, yet the stock is falling. What is the market concerned about with Micron?

Innodata $INOD has made me quite happy over the past month. The stock has added about 35% since the beginning of September, and I bought it just a month ago when I did an analysis of the company.

Micron's $MU results are out. Here's a complete summary of the numbers, outlook, and the company's plans👇

✅Revenue $54.2B vs. expected $51.5B

✅EPS $33.42 vs. expected $31.82…

Seagate $STX and Western Digital $WDC are down more than 10% today. The drop is due to news about Japan's Toshiba, which wants to invest about $380 million in expanding hard drive production and plans to double its manufacturing capacity by fiscal year 2027.

🇺🇸 The latest U.S. jobs report just delivered another signal that the labor market is cooling.

Only 29,000 jobs were added in September, far below the roughly 84,000 expected, while unemployment increased to 4.2%. Even more importantly, July and August were revised downward by a combined 60,000 jobs.

Wage pressure is cooling as well. Average hourly earnings increased just 0.1%…

Rheinmetall $RHM.DE, in cooperation with Argotec, launched its first satellite to strengthen defence capabilities

Rheinmetall successfully launched its first satellite on 1 October using a SpaceX Falcon 9 rocket. This move marks the company's expansion into the space segment, where the satellite will serve to detect air threats and strengthen national security.

Suffering doesn't end...

Shares of $NKE are down 8% after earnings.

🔥 Synopsys +10%! AI is starting to change chip development itself

Synopsys $SNPS shares jumped about 10% yesterday after a very strong investor day.

-Revenue outlook for FY2027: $11.1–11.2 billion…

Insurance against an Oracle crash is more expensive today than ever before in the company's history. Its rating is just one notch above junk bonds. What this means and why you should care.

Join today's stream at 7:00 PM!

We'll be doing a complete analysis of Micron's $MU results, management outlook and the memory segment. But that's not all. Google $GOOG unveiled the new Gemini and a super intelligence is emerging in the US.

See you tonight on Bulios YouTube: https://www.youtube.com/@Bulios_com

11,000 subscribers on YouTube, thank you!

We're certainly not slowing down. This is just the beginning! Today at 7:00 PM we continue with another stream and tomorrow you can look forward to a new video. This time about the German economy and stocks that are currently suffering in that country.

And if you happen not to be subscribed yet, go fix that right now:…

🚨 Tencent’s AI infrastructure push just got a lot bigger. 🤖🇨🇳

According to a Financial Times report cited by Investing.com, Tencent ($0700.HK) has agreed to a $7 billion, five-year lease deal with Oracle ($ORCL) for access to roughly 100,000 advanced AI chips across Oracle data centers in Southeast Asia. 🌏💻

🔹 ~100,000 advanced AI chips 🔹 $7B reported deal value 🔹 ~30% upfront…