Stock Update

Applied Digital’s (APLD) $7 billion ticket to become the ultimate AI landlord

On Monday, Applied Digital announced it had inked two massive 15-year lease agreements with AI hyperscaler CoreWeave.
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Here’s bullish signal for SoundHound (SOUN) stock that many missed

Hint: rock-solid balance sheet and revenue guidance that could drive major upside over the next two years
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If latest Trump-China stand-off gets out of hand, SOXL could crash big time

Strong earnings from Nvidia and AMD made the SOXL ETF double from post-Liberation Day lows. But will the rally last?
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Snowflake’s (SNOW) battle with Databricks escalates as both chase all-in-one dominance

Snowflake’s (SNOW) AI push has put it on a collision course with Databricks, and it’s getting crowded.
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Does Toyota’s investment in Joby Aviation (JOBY) bring us closer to air taxis?

“This is an important next step in our alliance with Toyota to scale the promise of electric flight,” said Joby founder and CEO JoeBen Bevirt
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Hut 8 (HUT) stock bets on AI pivot and Trump-linked crypto spin-off

Hut 8 (HUT) stock is like AI meets the bitcoin reserve strategy
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Biotech stocks like ABCL, NTLA, GRAL, PRME are better investments than “hyped-up” quantum names, analyst says

“If I had to pick, I'd rather buy a promising biotech stock at ~2x net cash [...] than hyped up trend quantum names,” financial analyst Daniel Romero wrote on X.
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Ultimate Golden Dome stock? Rocket Lab (RKLB) aims to ‘disrupt’ national security space

“We’re cementing Rocket Lab as a disruptor in national security space,” the company said following the Geost acquisition
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Upstart (UPST) CEO shrugs off recession fears: “No weakening in credit performance”

“We don’t see any weakening in the consumer credit performance,” said Upstart CEO Dave Girouard
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The bond market doesn’t buy the TACO trade

Analysts warn that trade-deal announcements no longer move the bond market like they once did
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Futu Holdings breaks into U.S. crypto market with Coinbase deal

The new product, called Moomoo Crypto, will debut with 32 digital coins in the U.S.
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‘One of my favorite long-term stocks”—ARM Holdings’ rollercoaster year isn’t scaring off AI bulls

Arm Holdings still has a tariff problem, but analyst Jon Markman described the company as one of his favorite stocks
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RKLB stock: Analysts predict more upside after 500% rally — here's why

Rocket Lab (RKLB) stock has surged more than 500% over the past 12 months, and analysts predict more upside following its latest acquisition.
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“The line is just non-stop!” CAVA's expansion continues with impressive sales growth

A cautious outlook continues to weigh on CAVA stock, but the company is achieving what many larger competitors aren’t: impressive same-store sales growth
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Hesai (HSAI) says patent fight with U.S. rival is over

Hesai (HSAI) remains a major, undisputed supplier for China’s booming robotaxi industry
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Here’s one reason Lightbridge (LTBR) may be the best nuclear stock in 2025

Trump directed the Department of Energy to to boost output from existing reactors, and that's where Lightbridge comes in
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This $1 billion small cap stock will power Nvidia's next-gen data centers

"When [Nvidia] — the most important compute company on the planet — taps a small-cap like Navitas to co-develop its next-gen 800 V HVDC architecture, it’s a signal," analyst wrote
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Is HIMS stock about to get 'Squid Game' treatment?

Hims & Hers Health is drawing attention from an entirely new market: South Korea
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TQQQ crushes the market as Trump tariff pause ignites Nasdaq rally

TQQQ is up 81% since April 9, the day President Trump announced his tariff pause
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Redwire (RDW) stock skyrockets on European Space Agency contracts and defense potential

With ESA contracts stacking up and a strong foothold in next-gen military tech, Redwire (RDW) stock could be a surprise winner in the new space race.
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