APOG beats Q1 earnings, raises FY guidance 3.2%. Stock jumps 9.7%, still 13.7% below 52-week high.
Micron jumps 3.6% on AI chip demand & strong forecasts; 5-yr return 467%. High volatility noted.
VSH jumps 3.4% on AI chip demand & strong forecasts. High volatility, but YTD up 84.8%.
CIBRA Capital bets $21M on FOLD merger arbitrage; FOLD's 103% return faces acquisition risk.
VGIT offers lower fees & higher yield, but IEI has tighter maturity & better risk-adj. returns. Choose based on rate sensitivity.
Semis rally on Intel's 22% data center growth & raised forecasts. HIMX up 10.2%, AMKR 8.3%. AI demand broadens.
ALKT down 39% YoY, Chicago Capital dumps 1.6M shares. AI fears & soft outlook weigh on valuation.
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