Stock Update

Tilray (TLRY) betting big on medical cannabis following Trump order

The company has launched a new business dedicated to medicinal innovation and growth
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Peter Schiff's criticism of Trump Media (DJT) merger might have merit

Outside of ties to the White House, it's unclear what TAE Technologies gains from the deal with DJT
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Here's why Baird thinks Rivian will surge over 40% in 2026

The analyst's bullish take sent the EV automaker's shares soaring
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Joby wants to double eVTOL production capacity, but is the market ready?

Joby’s production push bets on future air-taxi demand, even as certification hurdles, thin revenue, and investor caution cloud the near-term outlook.
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FTC reportedly investigating Instacart (CART) over AI-driven pricing

A recent investigation found that consumers are paying different prices for the same products
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Why Trump Media's merger with a fusion company is not surprising

The merger with TAE Technologies is a $6B all-stock deal
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Intel is back from the dead, and betting the company on AI

Intel (INTC) stock is surging in 2025, driven by AI expansion, major investments from Nvidia and SoftBank, and renewed U.S. government support.
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Walmart figured out AI before Target, and investors are paying attention

A top portfolio manager says Walmart’s aggressive bet on automation and AI has turned the retail giant into a tech company and exposed a widening gap with competitors.
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Quantum Computing acquires Luminar Semiconductor for $110M

Quantum Computing, Inc. (QUBT) stock is in focus after acquiring Luminar Semiconductor for $110M, aiming to boost quantum tech despite ongoing legal and investor challenges.
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Joby is doubling US manufacturing in expanded deal with Toyota

Joby Aviation (JOBY) stock is in focus as the company expands U.S. manufacturing with Toyota (TM) to scale eVTOL production and tap into the booming air taxi market.
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Hut 8 surges on $7B Google-backed AI data center agreement

Hut 8 Corp. (HUT) stock surged after announcing a $7B AI data center lease with Fluidstack and a major infrastructure partnership with Anthropic, backed by Google.
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UnitedHealth, Medicaid cuts, and a Congressman’s well-timed trade

As UnitedHealth stock slid amid uncertainty over Medicaid, a Republican congressman unloaded shares in major Medicaid insurers days before backing a bill to slash the program.
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UPS stock is bouncing, just as Amazon walks away

The stock has rallied since September, but a sharp drop in Amazon shipments and heavy cost-cutting underscore the risks still facing UPS.
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Visa stock launches stablecoin settlement program with Circle

The pilot program will be available to institutions in the United States
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Core Scientific shareholders were right to fear CoreWeave deal

Concerns about the AI cloud company's stock plummeting have been justified
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Ford's shift away from EVs could be ominous sign for US market

The automaker will stop manufacturing its EV F-150 due to sinking customer demand and political reality
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China’s Xi Jinping may have given the silent nod to NIO stock

Beijing’s push to boost domestic demand, innovation, and green growth is emerging as a quiet tailwind for NIO.
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SPY, VOO, IVV: The S&P 500’s lost decade may already be priced in

Apollo’s chief economist warns record highs and AI hype are masking a brutal reality: valuations now imply a decade of near-zero returns for America’s most popular index.
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Circle is among five crypto firms to get National Trust Charter

The OCC's approval will allow the companies to establish a national trust bank
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Zillow shares slide after Google emerges as potential threat

The tech giant appears to be testing the placement of real estate ads in search results
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