Stock Update
Uber (UBER) Is Alphabet’s secret weapon in robotaxi race
Waymo is on track to become a billion-dollar business in the near future, creating a potential tailwind for Uber’s stock.
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HSBC calls Broadcom (AVGO) $400 stock due to AI supercycle
Broadcom’s (AVGO) massive AI revenue projections are based on just three hyperscaler customers. Imagine the upside if it doubles that number, according to HSBC.
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Palantir (PLTR) is the “next Oracle”, analysts say
Wedbush analyst Dan Ives and Strategy Asset Managers CEO Tom Hulick see the company as a major beneficiary of the AI boom.
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Intel (INTC) may kill its flagship chip after billion-dollar investment
The company is reportedly laying off another 4,000 employees, including engineers
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Lucid sets world record for longest drive on a single charge, but there's a catch
Lucid (LCID) interim CEO Marc Winterhoff said there's a “dramatic uptick” in former Tesla owners exploring the brand
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GE Vernova could be on the cusp of building the first SMR in the U.S.
The Trump administration has turned the global race for AI dominance into a new “Manhattan project”
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Nvidia (NVDA) stock is now bigger than Germany (yes, the country)
As of Friday’s close, Nvidia’s market cap stood at just over $4 trillion, nearly $1 trillion higher than the Bloomberg Germany Exchange tracker
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Here's reason Super Micro (SMCI) stock crashed despite analyst upgrades
That’s because a closer look at those upgrades shows they came with a warning
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Unprecedented short-selling tests Hims & Hers amid Novo Nordisk fallout
Even without the Novo Nordisk fallout, a HIMS stock correction may have been overdue
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Boeing (BA) stock scores $2.2B Space Force contract for next-gen satellites
Boeing’s comeback story just literally launched into orbit
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Here's why Delta (DAL) earnings are a litmus test for airline stocks
Delta’s upbeat earnings set off a wave of buying across the entire airline sector
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CVS Health (CVS) is quietly staging comeback after losing 900 stores and 60% of its value
After a massive retail shake-up between 2022 and 2024, CVS Health stock is coming back in full force.
Read more about CVS Health (CVS) is quietly staging comeback after losing 900 stores and 60% of its value
Hims & Hers (HIMS) turns Novo Nordisk’s patent lapse into its next big bet
Novo Nordisk’s lapse is Hims & Hers’ gain.
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Trump launches his own crypto ETF from inside the White House
Trump Media & Technology Group (DJT) just unveiled a new bitcoin-heavy ETF as President Trump blurs the line between business and the presidency.
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Cathie Wood’s $305M AI bet just expanded into breast cancer — and Tempus AI (TEM) stock is surging
Tempus AI (TEM) stock is up 76% this year as the company gets another vote of confidence from Ark Invest
Read more about Cathie Wood’s $305M AI bet just expanded into breast cancer — and Tempus AI (TEM) stock is surging
Tobacco stocks are on a tear, but Jefferies says Altria (MO) is running out of steam
Despite a booming year for tobacco stocks, one major Wall Street firm is breaking from the crowd, casting doubt on Altria’s (MO)
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Google stock lags Big Tech, but one analyst says it’s massively undervalued
Despite antitrust probes and its $2 trillion market cap, Google stock is still massively undervalued, an analyst says
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SoundHound (SOUN) stock rallies on $140B opportunity and strong partnerships
SOUN stock was among a handful of agentic AI companies that posted significant gains this week
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Schwab: Retail investors have ‘gingerly’ returned to stock market
Surprisingly, AI stocks are falling out of favor with retail investors
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AES stock soars on takeover buzz, just one day after Trump’s crackdown
The AES stock surged nearly 20% on reports of takeover interest from major infrastructure giants
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