Stock Update
MP Materials (MP) is Trump’s secret weapon in ‘operation warp speed’
Trump’s plan to launch an “Operation Warp Speed” for rare earths could put MP Materials (MP) at the heart of a historic U.S. push to break China’s near-total supply dominance.
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‘New aircraft class for defense’: Joby Aviation (JOBY) moves to militarize its flying taxis in $1B defense pivot
Joby Aviation (JOBY) may be known for air taxis, but its new military partnership signals a stealth pivot into defense tech that could redefine its future and its valuation.
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Pentagon’s historic software contract has a catch — and Palantir (PLTR) knows it
The Pentagon’s record-breaking software award isn’t a blank check, and Palantir may be playing a much bigger long game.
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Here's why Rivian (RIVN) could be EV moonshot no one expected
Rivian is accelerating plans for its lower-cost R2 model, which could be a make-or-break moment for the stock
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Investors missed the real bombshell in MSFT, AMZN, META, GOOG earnings
While Wall Street parsed revenue beats, Big Tech buried the real bombshell, a historic $423B capex surge into AI and data centers.
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Bigger than dot-com? Wall Street bubble warning hits fever pitch
Bank of America strategists warn U.S. stocks are now more expensive and more concentrated than during the dot-com bubble.
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Kodak of AI? Wall Street has written off Adobe stock as 'AI loser'
Despite record revenue and raised guidance, Adobe (ADOBE) stock has plunged nearly 50% from its highs as analysts question its ability to compete with fast-moving AI upstarts
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40% off sale? Wall Street predicts small-cap stocks poised for historic rebound
Small-cap stocks are trading at their steepest discount to large caps in 25 years, with valuations 25–40% lower across key metrics.
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Ford’s $30B EV gamble—Can August 11 deliver its Model T moment?
Ford (F) is heading into a pivotal August 11 announcement, with CEO Jim Farley promising a “Model T moment” to challenge Tesla
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Applied Digital (APLD) emerges as AI data center tycoon
After a 36% post-earnings plunge earlier this year, Applied Digital (APLD) has staged a dramatic turnaround, driving record revenue growth and sending the stock up 72% year-to-date
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Morgan Stanley predicts Carnival CCL stock could double by next year
Carnival (CCL) stock rallies as Wall Street bets on cruising’s comeback
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Affirm (AFRM) stock is cashing in on $17 billion opportunity
As credit card balances hit record highs, more Americans are turning to installment loans for everyday essentials, and Affirm (AFRM) stock is cashing in
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Lockheed Martin (LMT) teases 'magical' aircraft project—and it's not Trump's F-55
Lockheed Martin (LMT) secured $61.7M in new F-35 contracts, but CEO Jim Taiclet says the real breakthrough lies in a classified “magical” aeronautics project, one that could reshape defense aviation for decades.
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Coinbase’s (COIN) Chase card deal signals crypto’s Wall Street takeover
Coinbase (COIN) is teaming up with JPMorgan (JPM) to let Chase cardholders spend and redeem rewards in crypto, marking a dramatic shift for Wall Street skeptics
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The 15% mistake? Toyota rises as U.S. tariff strategy backfires
News of a 15% tariff on Japanese imports may sound like a win, but analysts say it’s a major misstep that will ultimately benefit Japanese companies like Toyota.
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S&P 500 hits another record, but it’s never been this dependent on one stock
Nvidia now makes up nearly 8% of the S&P 500 Index, while the top 10 companies collectively account for almost 40%, both record highs.
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Novo’s $60 billion meltdown: Hims breakup backfires as weight-loss rivals surge
Novo Nordisk's decision to cut ties with Hims & Hers — and its miscalculation of telehealth’s consumer power — has sent shockwaves through the market.
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Aeva Technologies (AEVA) teams up with LG to dominate autonomous car sensors
Aeva Technologies (AEVA) secured a $50 million investment and strategic partnership with LG Innotek to mass-produce its 4D lidar sensors, fueling its autonomous vehicle, robotics, and infrastructure ambitions.
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PayPal stock (PYPL) crypto pivot falls flat
PayPal (PYPL) unveiled a crypto payment platform and beat earnings forecasts, but its stock plunged nearly 9%. Here's why.
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Uber stock aims to dominate Middle East robotaxis as it stumbles in U.S.
Uber is doubling down on Middle East robotaxis with WeRide as it loses ground in the U.S., where Waymo is racing ahead in the driverless car war.
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