Stock Update
AI mania pushes stock market concentration to Great Depression-era levels
As AI mania fuels the rise of mega-cap stocks, new data shows U.S. stock market concentration has hit levels not seen since before the 1930s crash.
Read more about AI mania pushes stock market concentration to Great Depression-era levels
The real reason AMD missed earnings no one’s talking about, analyst says
Earnings disappointment was just the surface. Analysts say AMD’s real challenge is keeping up with the competition in the most lucrative chip market
Read more about The real reason AMD missed earnings no one’s talking about, analyst says
Will Micron Technology (MU) explode after its $200B political gamble?
Treasury Secretary Scott Bessent says Micron and Apple are pledging eye-popping U.S. investments, but analysts call the investments political theater.
Read more about Will Micron Technology (MU) explode after its $200B political gamble?
Shopify could become the Amazon of the AI era — and here's one simple reason why
As AI begins to change how people shop online, Shopify’s all-in-one merchant platform gives it a massive edge in the agentic AI internet.
Read more about Shopify could become the Amazon of the AI era — and here's one simple reason why
Big Tech’s political loyalty test: Amazon follows Apple with billion-dollar peace offering
After Apple pledged $100B, Amazon joins the loyalty parade with $1B in AI credits for federal agencies.
Read more about Big Tech’s political loyalty test: Amazon follows Apple with billion-dollar peace offering
Intel’s $8B CHIPS Act grant at risk after TrumpbBlasts CEO’s China ties
Trump is calling for Intel CEO Lip-Bu Tan’s immediate resignation, threatening the company’s turnaround and its $8B CHIPS Act funding
Read more about Intel’s $8B CHIPS Act grant at risk after TrumpbBlasts CEO’s China ties
SoundHound (SOUN) just made its boldest move yet
SoundHound is back in the headlines with a fresh deal, but it’s what the company didn’t say that has investors second-guessing the hype
Read more about SoundHound (SOUN) just made its boldest move yet
Rocket Lab’s next move could send the stock into orbit, Stifel says
With a NASA partnership in hand and its Neutron rocket on track for liftoff, Rocket Lab gained a fresh price target from Stifel suggests the rally isn’t over yet
Read more about Rocket Lab’s next move could send the stock into orbit, Stifel says
BofA says Hims & Hers could crash another 49%
Despite a 210% rally over the past year, Hims & Hers’ slowing business model is drawing fresh bearish calls
Read more about BofA says Hims & Hers could crash another 49%
GM declares rare earth independence and dumps China for U.S. supply chain
GM is shifting its magnet supply chain stateside, joining Trump’s push to end U.S. dependence on Chinese critical materials.
Read more about GM declares rare earth independence and dumps China for U.S. supply chain
Lockheed Martin (LMT) is sued by shareholders over billions in losses
Even as the largest U.S. defense contractor, Lockheed Martin (LMT) is learning that doing business with the federal government doesn’t make you bulletproof.
Read more about Lockheed Martin (LMT) is sued by shareholders over billions in losses
Should Warren Buffett cancel his retirement? Berkshire Hathaway (BRK) is in full-blown reputation crisis
Berkshire Hathaway hasn’t been the same since the Oracle of Omaha de facto retired
Read more about Should Warren Buffett cancel his retirement? Berkshire Hathaway (BRK) is in full-blown reputation crisis
IonQ stock just received a vote of confidence from this $2 trillion Big Tech titan
Amazon has quietly snapped up nearly $37 million in IonQ stock last quarter, signaling deep confidence in a quantum player already up 500% over the past year.
Read more about IonQ stock just received a vote of confidence from this $2 trillion Big Tech titan
UnitedHealth could be the most oversold stock on Wall Street
Mixed earnings sent UnitedHealth spiraling to 52-week lows, but under the wreckage lies a misunderstood growth engine that could rewrite the company’s future.
Read more about UnitedHealth could be the most oversold stock on Wall Street
CoreWeave’s (CRVW) $9B power grab hits wall — here's what happens next
Core Scientific’s biggest shareholders are threatening to block CoreWeave’s $9 billion takeover, demanding protections after CoreWeave’s stock plunged 30% since the deal was announced
Read more about CoreWeave’s (CRVW) $9B power grab hits wall — here's what happens next
Quantum Computing or quantum con? QUBT announces another questionable contract with U.S. government
Quantum Computing landed its first direct contract with the National Institute of Standards and Technology, but skeptics are calling it another PR stunt
Read more about Quantum Computing or quantum con? QUBT announces another questionable contract with U.S. government
SoundHound is dark horse of AI boom, say analysts
SoundHound (SOUN) may be flying under the radar now, but with 190 patents, surging revenues, and a voice AI platform that rivals Big Tech
Read more about SoundHound is dark horse of AI boom, say analysts
Joby and Archer are quietly building the "Big Three" of flying cars
Joby Aviation (JOBY) and Archer Aviation (ACHR) have soared triple digits in a year, but analysts say they’re not direct rivals.
Read more about Joby and Archer are quietly building the "Big Three" of flying cars
