Stock Update
IonQ stock is quietly becoming 800-pound gorilla
The company has announced a $1.075 billion deal to acquire Oxford Ionics, one of the largest transactions in quantum to date
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“50% of AI compute” be U.S.-based — Lutnick’s AI push could supercharge these 4 mega caps
Analysts called the policy “a clear win” for four stocks: Nvidia (NVDA), Broadcom (AVGO), Taiwan Semiconductor (TSM), and Palantir (PLTR).
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Morgan Stanley’s shocking formula for how Tesla stock could surge by 300%
Tesla’s strengths in autonomous technology and battery storage position it as a strong contender in the emerging drone economy, Morgan Stanley’s analysts said.
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Cloudflare stock soars as it becomes Big Tech’s AI "connector"
As AI agents reshape how users interact with software, Cloudflare is quietly cementing its role as the secure, scalable backbone for that future.
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Lucid Group doubles down on made-in-America EVs
Lucid Group (LCID) announced a multi-year deal with Graphite One to source natural graphite from the Graphite Creek deposit near Nome, Alaska
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Trump may soon deliver a big boost to rare earth mining stocks
Trump is reportedly preparing to double down on the rare earth emergency order
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Palantir under fire as WikiLeaks accuses it of expanding the “American surveillance state”
Palantir’s (PLTR) growing role in the Trump administration has drawn the ire of WikiLeaks and other civil liberty organizations.
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‘Linear TV is rapidly shrinking’: Netflix (NFLX) stock receives huge UBS upgrade
UBS' call reflects growing confidence in Netflix’s growing margins and revenue, thanks to changing TV habits and international expansion.
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“We’re late, we get it” — UBS finally upgrades Snowflake (SNOW) as must-own AI stock
UBS’s bullish upgrade comes on the heels of AI wins and a strong earnings report for the last quarter.
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‘We’re very bearish on all the big nuclear stocks’ — Analysts remain skeptical of Meta and Constellation Energy (CEG) deal
“We’re very bearish on all the big nuclear stocks,” Miller said, naming Constellation, Vistra (VST), Talen Energy (TLN), and NRG Energy (NRG) as potentially overvalued.
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Ultimate AI pick-and-shovel trade? Credo (CRDO) stock rallies as it preps to onboard more hyperscalers
“We continue to see growing demand for our solutions across hyperscaler customers to power advanced AI services,” Credo CEO Brennan said.
Read more about Ultimate AI pick-and-shovel trade? Credo (CRDO) stock rallies as it preps to onboard more hyperscalers
The real 'black swan' for Alphabet is Apple, not a forced Chrome sale
The world’s largest smartphone makers are looking to part ways with Google’s search engine.
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📉 'Shorts are doubling down' on HIMS stock, with BoA, Citigroup adding to bearish calls
The Street doesn't buy into the HIMS stock euphoria
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Tesla's (TSLA) worst nightmare has begun
The fallout from Elon Musk’s political pivot is hitting Tesla (TSLA) hard in Europe
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Zuckerberg nears his “grand vision” of killing ad agencies and gobbling their profits
“The entire business model is at risk if his vision becomes reality,” says popular media consultant Jon Loomer about Meta’s plan to fully automate advertising.
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‘Nvidia or bust’ — Analyst says stock market recovery hinges on NVDA
The direction of the S&P 500 and Nasdaq may hinge largely on NVDA stock, analyst says
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Future of healthcare? Tempus AI (TEM) quietly embeds 1,000+ AI agents in hospitals
Shares of TEM stock surged 18% on Monday after the company announced the rollout of its xM technology for tracking patient treatment responses in real time.
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Credo Technology Group (CRDO) earnings call transcript
This is a full trasncript of the Credo Technology Group (CRDO) Q2 earnings call
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'Largest AI deployment” in U.S. defense: C3.ai (AI) stock lands $350M Pentagon deal
C3.ai (AI) stock has been awarded a $350 million contract from the U.S. Air Force to expand its predictive analytics platform
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Trump's $3.7B green energy purge sends PLUG, RUN, FSLR crashing
DOE Secretary Chris Wright said the 24 cancelled projects "failed to advance the energy needs of the American people" and would not generate "a positive return on investment of taxpayer dollars."
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