To The Moon

Intel was downgraded to S&P's BBB rating from BBB+ over a slow industry recovery and higher-than-expected manufacturing costs that are expected to last through 2025, the rating agency said Tuesday.Intel's discretionary cash flow, or DCF, is expected to improve amid the chipmaker's cost-cutting efforts, but its DCF-to-debt ratio is seen to approach 10% by the end of 2026, "a level we view to be appropriate at its current rating," S&P said.S&P also pointed that the departure of Intel Chief Executive Pat Gelsinger brings uncertainty to the execution of the company's turnaround plan, especially amid fierce competition in the chip industry.Intel would need a consistent strategy under a new CEO, launch products on schedule and reach cost-cutting targets to improve its credit metrics over the next two years, S&P said.

SummarySMCI's recent auditor resignation, and ongoing DoJ investigation make it a highly risky investment despite a recent short-term price surge.SMCI's past issues include NASDAQ delisting, SEC fines

The big moves in $MicroStrategy(MSTR)$ stock are just another sign that things may not be quite right with the market.MicroStrategy stock has had a heck of a rally. At Wednesday's peak of $473.83, sha

$SUPER MICRO COMPUTER INC(SMCI)$'s investors have gotten some relief this week, as the beleaguered server maker said it has a new auditor and has submitted a plan to the Nasdaq for how it intends to