Stock Update

Trump’s nuclear push marks ‘Manhattan Project’ moment for energy

The "next Manhattan Project" may have just launched in the United States, and nuclear stocks are poised to cash in big
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Trump’s war on colleges hits Workday’s core business

While the AI lawsuit has made headlines, investors appeared more focused on the Workday’s guidance, which wasn't exactly rosy.
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Tesla and Palantir pull in $1.1 billion from retail investors last week

Investors went dip-buying after Moody's downgrade, piling in particular into Tesla and Palantir stocks
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Analyst slams ‘un-American’ tariff loophole giving Samsung edge over Apple

As things stand, Samsung holds a significant advantage over Apple shipping products to the U.S.
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5-year and 30-year Treasury spread hit 1% for the first time in 4 years. Here’s what it means

The last time the spread hit 1%, inflation rose to generational highs
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HIMS stock’s overnight crash has investors scratching their heads

Hims & Hers stock was down more than 11% yesterday and investors don’t know why
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Home Depot won’t raise prices over tariffs... unlike Walmart

“We intend to generally maintain our current pricing levels across our portfolio,” said Richard McPhail, Home Depot’s (HD) chief financial officer
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Subaru raises prices in U.S., but its secret weapon is still working

Unlike many of its rivals, Subaru stock has something they don’t
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“These are all subprime loans”: Klarna’s IPO hopes may be dashed as customers struggle with loan payments

Buy now, pay later customers are struggling to make payments on time and that doesn't bode well for Klarna's IPO
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Canada approves North America’s first small modular reactor. Will nuclear stocks rally?

Great news for American nuclear stocks like Constellation Energy (CEG) and Oklo (OKLO)
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Third shot at the moon: Intuitive Machines (LUNR) says it’s ready this time

LUNR stock conducted a "comprehensive post-mission review," bringing in independent analysts to dissect what went wrong.
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The one metric where Tesla is head and shoulders above its EV competition

Elon Musk has given Tesla (TSLA) a bad rap lately, but its financial health remains stronger than its competitors.
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Galaxy Digital’s (GLXY) Nasdaq debut is a win for crypto, but its ‘crown-jewel’ could be its AI data center


GE Vernova gets a boost from Trump’s Middle East dealmaking

Among the biggest wins from Trump’s Middle East tour was up to $14.2 billion in new Saudi deals for GE Vernova.
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Ignore CPI: Walmart says higher prices are coming by end of May

While CPI data shows slowing inflation, Walmart is warning Americans that prices are set to rise as soon as the end of this month
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Intel fails to land clients for its foundry business

Intel CFO David Zinser said that while "the conversations have been good," the company still hasn't landed any clients for its Foundry division.
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Webull brings Coinbase’s institutional crypto platform to retail investors

Webull Pay, which offers crypto trading for individual investors, will now run on Coinbase’s Crypto-as-a-Service (CaaS) platform.
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Arm stock slips on guidance, but its AI story is just getting started

ARM stock is an under-the-radar company quietly riding the AI boom
Read more about Arm stock slips on guidance, but its AI story is just getting started