Trade ideas thread - Friday, 30 September 2022

Micron's AI memory boom hits a snag. Shares fell 13% amid a memory selloff, raising earnings stakes.

GOOGL joins the Dow, replacing VZ. Investors eye its valuation vs. blue-chip peers.

The IMO has begun contacting ships to evacuate hundreds of vessels with 11,000 seafarers stranded in the Gulf via Hormuz after the US-Iran ceasefire, with Oman warning standard lanes remain unsafe.

Alphabet will replace Verizon in the Dow Jones Industrial Average

The US Senate voted 50-48 to back a war powers resolution directing Trump to halt military action against Iran, the first such vote by both chambers, but the White House says it is non-binding.

Meta's prediction app sinks DKNG & HOOD stock. Traders fear competition, impacting valuations.

Morgan Stanley's $7bn North Haven private credit fund will pay less than half of Q2 redemption requests, capping exits at 5% as withdrawal demand hits 11.6% of shares.