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Brett Shapiro on Muck Rack

Brett Shapiro

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Articles

Before IBM’s July 22 Earnings: The z17 Delays, the Law Firm Probes, and a $68 Billion Shock

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By Brett Shapiro
| newscase.com
A day after IBM’s preliminary second-quarter figures wiped roughly €68 billion from its market capitalization in the worst single-day rout the company has seen in decades, at least half a dozen law firms have begun investigating whether the technology giant misrepresented the strength of its sales pipeline. The probe centers on disclosure practices around the z17 mainframe cycle, a product line that management had earlier described as having the “strongest launch” in the company’s history.
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Almonty’s Contract Expansion and TSX Delisting Mark a Bold Bet on U.S. Tungsten Demand

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By Brett Shapiro
| newscase.com
The tungsten market is in the midst of a geopolitical reordering, and Almonty Industries is positioning itself at the center of the shift. The Canadian-listed producer has locked in a significantly expanded long-term supply agreement with Global Tungsten & Powders (GTP) just as it prepares to abandon its Toronto Stock Exchange listing in favor of a Nasdaq-only future.
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美光：营收创纪录、供应仍紧缺，但中国市场正悄然改写格局 | NewsCase

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By Brett Shapiro
| newscase.com
一边是全球存储芯片需求因AI基建而持续高烧，另一边是来自东方的竞争对手正借资本市场的东风加速崛起——美光科技（Micron）正处在这样一个多空力量激烈交织的关口。尽管该公司刚交出了一份营收翻倍至414.6亿美元的历史级季报，并获得了摩根士丹利与UBS的双双唱多，但股价自6月底的历史高点已回撤逾31%，过去30个交易日累计跌幅达28.3%。 两重信号：卖方看涨与“高价之忧” 市场情绪的分化从分析师阵营中可见一斑。摩根士丹利分析师Joseph Moore旗帜鲜明地认为，近期的剧烈抛售恰好是一个入场机会。他指出，今年存储芯片的需求几乎完全由数据中心的扩张所驱动，而供应端依然极度紧张。Moore预计，第三季度存储芯片均价将较前一季度再涨25%。UBS分析师Timothy Arcuri则从现金流角度给出了更为长期的判断：美光未来数年将产生异常充沛的自由现金流，甚至不排除该公司到2028年回购约40%流通股份的可能性。 不过，并非所有行业人士都对价格的持续走高感到乐观。韩国SK集团董事长Chey...
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