Stock Update
Hims & Hers crashes 20% — then CEO sells record stake
Hims & Hers (HIMS) stock plunges 20% after weak earnings, followed by CEO Andrew Dudum's record $33.4M insider sale, sparking investor concern.
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Warren Buffett-linked hedge fund manager bought 1 million UNH shares last quarter
Hedge funds and top value investors are piling into UnitedHealth (UNH) stock after a 55% plunge, betting its fundamentals will outlast scandal-driven sell-offs.
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Adobe (ADBE) AI vision has failed to win over Wall Street
Wall Street remains unconvinced that Adobe will be able to successfully drive growth of its cloud software through AI upgrades
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Ford will be first automaker to make next-gen batteries on U.S. soil
Ford announced what it’s calling its “new EV platform” that allow it to assemble a car 40% faster than using traditional processes
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Corporate insiders are 'quietly quitting' the stock market
Top executives at major U.S. companies are selling shares at the fastest pace in years, with buying activity hitting multi-year lows
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Goldman: U.S. companies absorb 64% of Trump tariff costs
Goldman Sachs data shows Trump’s tariffs are driving up costs, with U.S. companies shouldering 64% of the burden, consumers 22%, and foreign exporters just 14%
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Wall Street punishes Eli Lilly (LLY) over clinical trials, ignoring record milestones
Blockbuster results and market share wins weren’t enough to offset Wall Street’s skepticism over Eli Lilly’s next growth engine.
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Here's why Lucid (LCID) stock is down
The EV maker is battling claims it hasn’t sold a single Gravity SUV in months. Investors, already dealing with a 29.5% YTD loss, are left weighing whether the denials hold weight.
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Archer Aviation (ACHR) is quietly fast-tracking its defense push
With two defense acquisitions, a $730M war chest, and Pentagon billions up for grabs, Archer is shifting from flying taxis to battlefield tech.
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Here's why Sunrun (RUN) stock thrives in Trump’s anti-solar era
Defying brutal policy headwinds and the loss of federal tax credits, Sunrun shocked Wall Street with a surprise Q2 profit and record battery installs. Here's why...
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AI mania pushes stock market concentration to Great Depression-era levels
As AI mania fuels the rise of mega-cap stocks, new data shows U.S. stock market concentration has hit levels not seen since before the 1930s crash.
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The real reason AMD missed earnings no one’s talking about, analyst says
Earnings disappointment was just the surface. Analysts say AMD’s real challenge is keeping up with the competition in the most lucrative chip market
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Will Micron Technology (MU) explode after its $200B political gamble?
Treasury Secretary Scott Bessent says Micron and Apple are pledging eye-popping U.S. investments, but analysts call the investments political theater.
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Shopify could become the Amazon of the AI era — and here's one simple reason why
As AI begins to change how people shop online, Shopify’s all-in-one merchant platform gives it a massive edge in the agentic AI internet.
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Big Tech’s political loyalty test: Amazon follows Apple with billion-dollar peace offering
After Apple pledged $100B, Amazon joins the loyalty parade with $1B in AI credits for federal agencies.
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Intel’s $8B CHIPS Act grant at risk after TrumpbBlasts CEO’s China ties
Trump is calling for Intel CEO Lip-Bu Tan’s immediate resignation, threatening the company’s turnaround and its $8B CHIPS Act funding
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SoundHound (SOUN) just made its boldest move yet
SoundHound is back in the headlines with a fresh deal, but it’s what the company didn’t say that has investors second-guessing the hype
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Rocket Lab’s next move could send the stock into orbit, Stifel says
With a NASA partnership in hand and its Neutron rocket on track for liftoff, Rocket Lab gained a fresh price target from Stifel suggests the rally isn’t over yet
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BofA says Hims & Hers could crash another 49%
Despite a 210% rally over the past year, Hims & Hers’ slowing business model is drawing fresh bearish calls
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GM declares rare earth independence and dumps China for U.S. supply chain
GM is shifting its magnet supply chain stateside, joining Trump’s push to end U.S. dependence on Chinese critical materials.
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