Stock Update

Rocket Lab's Neutron rocket suffers 'rupture' during testing

It's unclear if the closely watched launch will be delayed by the setback
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Cathie Wood: Quantum computing is decades away from 'disruption'

The Ark Invest founder takes a pessimistic view of the burgeoning technology in her Big Ideas report
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Lucid (LCID) expands manufacturing in Saudi Arabia

The facility will become the first car manufacturing site in the country
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Serve Robotics (SERV) expands autonomous platform to healthcare industry

The company acquired Diligent Robotics to move beyond sidewalk services
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USA Rare Earth subsidiary developing new plant in France

Less Common Metals is getting financial support from the French government
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Rigetti secures $8.4M order for quantum computer from India

The computer was ordered by the Centre for Development of Advanced Computing
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Wall Street grows bullish after Ondas raises revenue projection

Five analysts raised their price targets for the stock on Tuesday
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Is Cathie Wood’s ‘Golden Age’ a vision or a bubble risk?

Cathie Wood predicts a tech-fueled “Golden Age” for U.S. stocks, but her bold forecast hinges on falling rates, policy shifts, and major innovation-driven gains.
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AST SpaceMobile's stock surges after landing defense contract

The company awarded deal with US Missile Defense Agency's SHIELD program
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Riot Platform (RIOT) signs first data center lease with AMD

The bitcoin miner also acquires 200 acres of land in Texas for $96M
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Chinese EVs could be about to flood North America

Chinese EV giant BYD (BYDDF) stock could gain as Canada opens its market, offering a new North American gateway amid U.S. trade restrictions.
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The AI boom’s quiet second act

Bank of America is spotlighting a new AI growth wave in energy, infrastructure, and industrial metals, beyond chipmakers and software giants.
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Trump touts $100 billion Venezuela oil plan, but Chevron’s (CVX) payoff is uncertain

Chevron’s Venezuelan business is still a niche amid broader industry caution and legal complexities.
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CrowdStrike makes its second major acquisition in a week

The cybersecurity giant has acquired Seraphic Security for a reported $420M
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USA Rare Earth accelerates commercialization by two years

USA Rare Earth (USAR) announcement comes as US ramps up competition with China
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“Our product is used on occasion to kill people” — Palantir’s past comes back as the stock soars

As Palantir’s market value tops $420 billion, resurfaced remarks by CEO Alex Karp are reigniting debate over whether Wall Street is rewarding a company critics say is inseparable from modern surveillance and warfare.
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Rivian's stock sinks after getting downgraded twice this week

Wall Street questions demand for its much-anticipated R2 launch
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CleanSpark expands its Texas footprint for data center project

The former pure-play bitcoin miner continues its AI pivot
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L3Harris will spin off missile solutions biz in $1B deal with DoW

The partnership with the US Department of War will expand its development of solid rocket motors
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Planet Labs lands multi-year deal with Swedish Armed Forces

Latest agreement has Wall Street growing bullish on the satellite company's prospects
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