News

BlockBeats news, on May 27, rising US stock star analyst KawzInvests (@KawzInvests) posted that in the past month, seven Nokia executives, including the CEO, have purchased over $2.5 million worth of company stock, indicating that its share price still has considerable room for growth. In April this year, KawzInvests posted a bullish outlook on Nokia: "In October last year, Nvidia acquired a 2.9% stake in Nokia at $6.01 per share. This represents a key milestone in Nokia's transformation into an AI infrastructure company. It will upgrade around 100 thousand cell towers worldwide into distributed AI computing nodes, implementing low-latency edge inference with the RTX PRO 4500 Blackwell GPU to solve cloud-side latency problems for factory robots." Since April, Nokia's share price has risen from $10 to $16.46, an increase of over 60%. KawzInvests has 100 thousand followers on X, and frequently posts about high-elasticity sectors such as AI infrastructure, optical communications, and small-cap growth stocks, using insights from supply chain positioning, order clues, partnerships, management changes, potential mergers and acquisitions, and valuation recalibration to build logical frameworks.

Golden Ten Data, May 27｜After meeting with the president of Murata Manufacturing, Goldman Sachs believes that the AI-driven advanced MLCC demand cycle is expected to last until around 2030, far exceeding previous expectations, and the company’s competitive advantages in this sector are steadily being realized. On May 27, Murata Manufacturing President Norio Nakajima attended a sell-side analyst meeting and addressed key topics such as the AI cycle, MLCC pricing strategy, and capacity expansion. As a result, Goldman Sachs maintained its “Buy” rating (Conviction List) for Murata Manufacturing, setting a 12-month target price of 5,400 yen. Goldman Sachs believes that this meeting further confirms its judgment that Murata Manufacturing is still in the early growth stage—AI may drive the MLCC industry’s largest and longest-lasting boom cycle, and with its strategic positioning and competitive strength, Murata is expected to capture a considerable share of the AI-related MLCC market.

ChainCatcher news, according to Globenewswire, Bitcoin financial services company Fold has announced a four-year senior secured revolving credit agreement with Encina Lender Finance, securing a $150 million credit facility to support the expansion of its Bitcoin rewards credit card business and enable continuous card issuance and large-scale growth.