Stock Update
Micon’s $100 billion bet that won’t pay off until 2041
Micron is building for an AI future that the market needs now, but won’t get yet.
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Tempus AI achieved a record $1.1B in contracts for 2025
The healthcare tech company also announced partnerships with two American universities
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Eli Lilly partners with Nvidia on an AI co-innovation lab
Both companies are planning to invest up to $1B over next five years
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Needham: Oklo's Meta deal gives it 'commercial validation'
But questions remain about company's production timeline
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Chipotle: Where food inflation really bites
Targeted price hikes and slowing same-store sales suggest Chipotle is testing demand amid consumer backlash.
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Tesla is losing Europe, but Wall Street doesn’t seem to care
New data shows Tesla sales plunging across the continent, yet the stock continues to trade near record highs, raising uncomfortable questions about how much reality still matters to markets.
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Schwab: Retail investors were sellers in December
It was the first time since May that the firm's clients sold off stocks
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Stifel downgrades Intuitive Machines due to political uncertainty
NASA's new administrator is still settling into his job
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Oklo inks deal with Meta as tech giant goes big on nuclear
Meta signed three deals on Friday to power its AI data centers
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SoundHound stock is getting punished for being early, not wrong
Shares of SoundHound AI have collapsed as investors abandon unprofitable AI plays, but a fresh analyst note suggests the selloff may say more about Wall Street’s patience than the company’s voice AI business.
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Zoom’s business is thriving, but its stock is still stuck in 2020
Revenues have compounded at more than 40% since the pandemic peak, yet Zoom’s shares remain frozen by an old narrative.
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CrowdStrike acquires identity security startup for $740M
The cybersecurity giant looks to bolster its agentic identity capabilities
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Archer partners with Nvidia to build AI aviation tech
The companies are looking to enhance pilot safety and predictive awareness
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Applied Digital's stock gains on possible hyperscaler deal
The company's Q2 earnings also soundly beat Wall Street's estimates
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Why Rigetti’s biggest risk isn’t technology — it’s time
Cash burn, dilution, and a tiny near-term market are raising questions about whether Rigetti’s (RGTI) valuation is racing ahead of quantum reality.
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Rivian’s EV delivery “collapse” isn’t what the bears want you to believe
Behind Rivian's (RIVN) ugly Q4 numbers is a subsidy hangover, a software pivot, and a 2026 gamble that could redefine the EV upstart’s future.
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Scotiabank again downgrades AST SpaceMobile on execution concerns
AST SpaceMobile (ASTS) stock tumbled after a Scotiabank downgrade, citing execution delays and fierce competition from Starlink despite bullish investor sentiment.
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Joby expands manufacturing footprint in $61.5M deal
Joby Aviation (JOBY) stock is set to gain momentum as the company acquires a 700K sq-ft Ohio facility to double eVTOL production and scale manufacturing by 2027.
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GameStop has given Ryan Cohen his own Musk-like comp deal
GameStop (GME) stock faces high stakes as CEO Ryan Cohen’s $35B pay package hinges on hitting bold growth targets including a $100B market cap and $10B EBITDA.
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Tesla didn’t lose to BYD because of cheap cars. It lost to better economics.
BYD sells EVs for half the price, earns the same profit, and is quietly building a financial machine Tesla may not be able to outrun.
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