Stock Update
ARM stock’s price tag looks steep, but Mizuho says the AI story isn’t fully priced in
While Arm Holdings (ARM) stock may seem richly valued, analysts at Mizuho believe there’s room for upside thanks to the company’s strong fundamentals.
Read more about ARM stock’s price tag looks steep, but Mizuho says the AI story isn’t fully priced in
Longest drought in a decade: Small caps lag as new IPOs bloom
Small-cap stocks are struggling, with the Russell 2000 going three and a half years without reaching a new record high.
Read more about Longest drought in a decade: Small caps lag as new IPOs bloom
HIMS stock down but spirits up: Company unveils potential game-changing gummy for women’s hair loss
Hims & Hers (HIMS) stock is down 25% following its messy breakup with Novo Nordisk (NVO) in late June.
Read more about HIMS stock down but spirits up: Company unveils potential game-changing gummy for women’s hair loss
GE Vernova’s nuclear unit in talks to support small modular reactor launch in Europe
GE Vernova (GEV) stock is advancing with plans to deploy small modular reactors in Finland and Sweden, while also exploring the sale of its Proficy business.
Read more about GE Vernova’s nuclear unit in talks to support small modular reactor launch in Europe
Ford’s race for EV market share is hitting serious speed bumps
Ford (F) stock faces challenges as its EV market share declines, with a 31.4% sales drop and political obstacles, despite ambitious $30 billion investment.
Read more about Ford’s race for EV market share is hitting serious speed bumps
Here’s why most nuclear stocks went down this week – and why Cameco still won big
Cameco (CCJ) stock has surged 43.1% this year, benefiting from its stake in Westinghouse and the U.S. Department of Energy's microreactor projects.
Read more about Here’s why most nuclear stocks went down this week – and why Cameco still won big
Priced for the future: IonQ can grow into quantum premium, analyst says
IonQ (IONQ) stock is positioned for growth as its quantum computing technology advances, with analysts optimistic about its future despite current valuation concerns.
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Behind Tesla’s declining deliveries: A glimmer of recovery in Europe
Tesla (TSLA) stock faces challenges amid declining Q2 deliveries, but a recovery in European markets and new models may boost sales in the near future.
Read more about Behind Tesla’s declining deliveries: A glimmer of recovery in Europe
Home Depot makes $5.5B acquisition of GMS to strengthen its ‘professional contractor’ business
Home Depot (HD) stock targets pro contractor growth with $5.5B GMS (GMS) acquisition, boosting its specialty distribution and expanding market reach.
Read more about Home Depot makes $5.5B acquisition of GMS to strengthen its ‘professional contractor’ business
Intel is reportedly making a major shakeup to its manufacturing strategy
Intel (INTC) stock is gaining attention as the company pivots from its 18A chip strategy to newer tech in a bold bid to attract major clients like Nvidia (NVDA) and Apple (AAPL).
Read more about Intel is reportedly making a major shakeup to its manufacturing strategy
Renewable energy stocks rise on Senate tax reprieve – but looming headwinds could drag them down
Renewable energy stocks like Sunrun (RUN), SolarEdge (SEDG), and First Solar (FSLR) surged after a Senate tax break, but policy headwinds could pressure future gains.
Read more about Renewable energy stocks rise on Senate tax reprieve – but looming headwinds could drag them down
AST SpaceMobile soars into Russell 1000 — then gets a reality check
After a triple-digit rally, AST SpaceMobile (ASTS) stock cooled off following its inclusion into the Russell 1000 Index.
Read more about AST SpaceMobile soars into Russell 1000 — then gets a reality check
Tesla eyes $1.4 trillion robotaxi market — can it catch Waymo?
Tesla (TSLA) stock is eyeing long-term gains as the company targets the $1.4T robotaxi market, despite short-term sales declines and rising competition from Waymo.
Read more about Tesla eyes $1.4 trillion robotaxi market — can it catch Waymo?
Oracle doubles down on the cloud wars, but is it enough to unseat AWS?
Oracle (ORCL) stock surges as a $30B cloud deal and rapid MultiCloud growth position the company to challenge AWS in the expanding cloud computing market.
Read more about Oracle doubles down on the cloud wars, but is it enough to unseat AWS?
BigBear.ai’s stock is soaring and Wall Street sees more growth ahead
BigBear.ai (BBAI) stock is soaring as strong defense contracts, AI innovation, and global expansion fuel Wall Street optimism for continued growth.
Read more about BigBear.ai’s stock is soaring and Wall Street sees more growth ahead
Big Tech stocks fall as U.S. Senate strikes down provision on AI regulation ban
Big Tech stocks slump as U.S. Senate strikes AI regulation ban from Trump bill, hitting Meta Platforms (META), Nvidia (NVDA), and Microsoft (MSFT) amid rising uncertainty.
Read more about Big Tech stocks fall as U.S. Senate strikes down provision on AI regulation ban
Robinhood is going all-in on crypto as it expands into the European Union
Robinhood (HOOD) stock is surging as the company doubles down on crypto with new offerings and EU expansion, aiming to rival Coinbase in global digital finance.
Read more about Robinhood is going all-in on crypto as it expands into the European Union
The streaming kingmaker: Why YouTube outshines Netflix where it counts
Alphabet (GOOG) stock may offer better value than Netflix (NFLX) as YouTube outpaces it in revenue, profit, and user metrics across the booming streaming market.
Read more about The streaming kingmaker: Why YouTube outshines Netflix where it counts
Rebalancing sparks Palantir sell-off, but AI and defense bets keep bulls confident
Palantir (PLTR) stock’s sudden drop on Friday likely reflected portfolio rebalancing, as the surveillance company made up about 9% of the Russell 1000 MidCap Index.
Read more about Rebalancing sparks Palantir sell-off, but AI and defense bets keep bulls confident
Oscar Health: The “insurance disruptor” analysts say could 5X
One analyst believes Oscar Health’s (OCSR) stock could increase fivefold as the company continues to deliver superior patient care.
Read more about Oscar Health: The “insurance disruptor” analysts say could 5X
