Stock Update
Eos Energy and Talen Energy partner to power AI infrastructure in Pennsylvania
An urgent need for power creates a once-in-a-lifetime opportunity for Eos Energy Enterprises (EOSE) and Talen Energy Corporation (TLN)
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IonQ claims ‘world record’ in computing performance, but investors shun quantum stocks
IonQ (IONQ) announced that it had set a new quantum computing world record, but nobody cares
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USA Rare Earth tipped as next big winner in Trump’s $3B mineral push
William Blair senior analyst Neal Dingmann sees four US companies as being prime candidates for government backing, including USA Rare Earth (USAR)
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Walmart’s success story ‘will be taught at Harvard Business School’ after its wage gamble paid off
Walmart’s bold 2015 wage hike drew investor backlash, but a decade later, it’s fueling record profits, soaring stock gains, and a new push into AI-powered growth.
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CleanSpark’s stock surges as it pivots from bitcoin mining to AI infrastructure services
CleanSpark’s (CLSK) stock soared as much as 13% in Monday morning trading after the company announced that it was expanding...
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Tesla calls criticism of Elon Musk’s $1T pay proposal ‘misguided’
The world’s two largest independent advisory firms have both urged Tesla shareholders to reject the company’s proposed $1 trillion pay package for Elon Musk
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Adtech giant Applovin is reportedly under multiple investigations for its business practices
Applovin (APP) surged nearly 300% over the last 12 months as Wall Street remains bullish on the adtech company’s explosive...
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El-Erian: Beige Book warns of ‘policy trap’ as Fed pushes ahead with rate cuts
Economist Mohamed El-Erian say we are in an exceptionally difficult situation
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YOLO stock market just broke another obscure record
Investors are piling into risk like never before with U.S. options trading just hitting an all-time record
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Active managers miss the rally of a lifetime
Only 22% of active funds have beaten the market in 2025, the worst showing in more than two decades, as Big Tech’s surge leaves Wall Street’s “smart money” in the dust
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Oklo teams up with European nuclear developer on $2B fuel and manufacturing plan
Oklo(OKLO) announced on Friday that it is partnering with Newcleo, a European developer of advanced nuclear reactors
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CoreWeave pushes back on shareholder revolt over Core Scientific deal
After staying on the opposition it received to its proposed $9 billion acquisition of Core Scientific (CORZ), AI hyperscaler CoreWeave (CRWV) finally responded last week, calling the proposal its “best and final” offer
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Snowflake and Palantir are partnering on enterprise AI analytics platform
Defense contracts have been so central to Palantir’s (PLTR) meteoric growth story that the software firm has been called “the AI arms dealer of the 21st century” by one national security expert.
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Wall Street piles into leveraged NVDA bets as analysts warn of systemic risk
Dip buyers are going all-in on Nvidia, pouring a record $132 million into the 2x leveraged NVDA ETF as the AI boom fuels a new wave of speculative mania
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TeraWulf makes $3.2 billion debt offering to fund data center expansion plans
TeraWulf (WULF) is planning to offer $3.2 billion in senior secured notes to help finance a portion of the expansion for its Google (GOOG)-backed data center in New York.
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Waymo expanding into Europe for the first time beginning next year
Alphabet’s (GOOG) Waymo announced on Wednesday that it plans to offer service in London beginning in 2026, marking its first move into Europe.
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Central banks are hoarding gold like it’s the 1970s, and Ray Dalio says you should too
Investors from Ray Dalio to Jeffrey Gundlach warn the central bank buying spree reflects deepening anxiety about debt, inflation, and the durability of the dollar-based order
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Is GameStop becoming modern-day Berkshire? Early investor says Wall Street is missing its second act
Once a meme stock punchline, GameStop (GME) is quietly building a fortress balance sheet and a patient, Buffett-like playbook for its next act.
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BigBear.ai ramps up edge AI capabilities with newest partnership
BigBear.ai (BBAI) said this week that it has partnered with Silicon Valley defense technology company Tsecond to develop AI-enabled edge infrastructure
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Citi CEO is bullish on tokenized deposits but sees an ‘overfocus’ on stablecoins
Moynihan says tokenization carries less "friction" than stablecoins
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