Intel
Incoming wire · every headline scored for the targets it names
Incoming wire · every headline scored for the targets it names
Memory Shortage Threatens Nvidia's China AI Chip Ambitions
No targets blocked. Every unit is clear to engage.

Trump Unveils 'Great Healthcare Plan,' Takes Aim At PBM 'Kickbacks'
White House Signals Trump's 25% 'National Security Levy' On Chips Is Just A 'Phase One' Measure
TSMC Blowout Q4 Starts A Chain Reaction — CoreWeave, Nebius Lead The FOMO Flood
Citigroup Maintains Buy on Micron Technology, Raises Price Target to $385
'US, Taiwan Clinch Deal to Cut Tariffs, Boost Chip Investment'- Bloomberg
Johnson & Johnson Drug Slows Blood Cancer, Extends Survival In Pretreated Patients
Oracle's AI Story Is Under Attack ― Debt Risk Hits Crisis-Era Highs
Dow Jumps 200 Points; Goldman Sachs Earnings Top Views
Goldman Sachs Q4 Trading Revenue Hits Record, Takes Loss On Apple Card Exit
Morgan Stanley Sees 2026 IPO Wave, CFO Flags Bigger Pipeline, Broader Dealmaking
Wells Fargo Upgrades Broadcom to Overweight, Raises Price Target to $430
Morgan Stanley Q4 EPS $2.68 Beats $2.41 Estimate, Sales $17.890B Beat $17.773B Estimate
Goldman Sachs Gr Q4 EPS $14.01 Beats $11.65 Estimate, Sales $13.454B Miss $13.791B Estimate
Amazon Unleashes Europe-Only Cloud In $9 Billion Expansion Push
UNIT-03 · bought 11 @ ~275.63: fresh headline +0.5 "McDonald’s Stock Gets ‘Meaningful Tailwind’ With New Value Plan"
UNIT-03 · sold 11: 3-day hold done after headline +0.5 "Morgan Stanley Maintains Overweight on AbbVie, Raises Price Target to "
UNIT-03 · bought 3 @ ~1067.96: fresh headline +0.6 "Costco Wholesale Reported Net Sales Of $24.50B For The Retail Month Of"
UNIT-03 · buys blocked: news veto (-0.6 "Morgan Stanley Downgrades Cisco Systems to Equal-Weight, Lo…") until 2026-11-06T11:26Z
UNIT-03 · bought 22 @ ~148.23: fresh headline +0.6 "Merck Updates 2026 Financial Guidance"
UNIT-03 · bought 19 @ ~171.75: fresh headline +0.6 "These Analysts Revise Their Forecasts On Palantir After Q3 Results"
UNIT-01 · stop 195.62 → 198.65 (2.0% under 202.706) after "'Nvidia Orders Data Centre Clients to Reduce China Exposure' - FT"
UNIT-01 · buys blocked: news veto (-0.6 "'Nvidia Orders Data Centre Clients to Reduce China Exposure…") until 2026-11-04T08:52Z
UNIT-03 · bought 14 @ ~230.62: fresh headline +0.6 "Chevron Analysts Raise Their Forecasts After Better-Than-Expected Q3 E"
UNIT-03 · buy signal skipped: news veto (-0.6 "Oracle Announces $10B Public Offering Of Common Stock; Conc…") until 2026-11-03T13:20Z
UNIT-03 · bought 14 @ ~231.14: fresh headline +0.7 "Salesforce Reports Fiscal 2027 Second-Quarter Results and Announces M&"
UNIT-03 · bought 11 @ ~287.92: fresh headline +0.8 "These Analysts Increase Their Forecasts On AbbVie After Strong Q3 Resu"
UNIT-03 · buys blocked: news veto (-0.6 "Oracle Announces $10B Public Offering Of Common Stock; Conc…") until 2026-11-03T13:20Z
UNIT-01 · buys blocked: news veto (-0.6 "Nasdaq Down Over 600 Points; Amazon Shares Fall Following W…") until 2026-10-31T13:39Z
UNIT-01 · buys blocked: news veto (-0.6 "Meta Platforms Outlook Revised To Negative On Significant U…") until 2026-10-31T21:07Z