WS #10691
Pelosi buys NVDA, AMZN calls, GOOGL calls, AVGO; sells AAPL, DIS, PYPL; Gottheimer trades MSFT calls. High-signal insider activity. Apple raises Mac/iPad prices 20% due to RAM crisis, bullish for AAPL margins; also testing M6/M7 chips, skipping high-end M6 for AI-focused M7. Bumble exploring a sale with Morgan Stanley, shares up ~15% triggering circuit breaker; high-signal M&A event. Micron EPS $25.11 vs $20.78 consensus, Q4 guide $49-51B vs $43.2B, stock up 17%; multiple analyst PT raises. Core PCE inflation hits 4.1% YoY, a three-year high, reinforcing 'higher for longer' rate narrative and pressuring tech/growth stocks.
Congressional Trading Disclosures
Pelosi buys NVDA, AMZN calls, GOOGL calls, AVGO; sells AAPL, DIS, PYPL; Gottheimer trades MSFT calls. High-signal insider activity.
Apple raises Mac/iPad prices 20% due to RAM crisis, bullish for AAPL margins; also testing M6/M7 chips, skipping high-end M6 for AI-focused M7.
Bumble exploring a sale with Morgan Stanley, shares up ~15% triggering circuit breaker; high-signal M&A event.
Micron EPS $25.11 vs $20.78 consensus, Q4 guide $49-51B vs $43.2B, stock up 17%; multiple analyst PT raises.
Core PCE inflation hits 4.1% YoY, a three-year high, reinforcing 'higher for longer' rate narrative and pressuring tech/growth stocks.