Stock Update

Archer Aviation (ACHR) crash was power move ahead of Trump's pilot program

The crash followed news that Archer had sold $850 million worth of stock to bulk up its balance sheet ahead of the White House’s upcoming eVTOL pilot program
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Analysts call to buy the dip on Intuitive Machines after 45% sell-off

“I see a business trading at just 5x forward sales, with a debt-free balance sheet, over $350 million in cash...," wrote an analyst
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Retail dip-buying faces reality check as smart money sells

Retail investors have outperformed their smart-money counterparts since early April, but analysts caution that this trend may be short-lived.
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Investor who bought Tesla at $13 says Duolingo (DUOL) stock is next tech moonshot

Antonio Linares, a investor known for getting into Tesla (TSLA) at $13 and Palantir (PLTR) at $7, says Duolingo (DUOL) is his next high-conviction bet despite a $500 price tag.
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Trump is sending U.S. airline stocks into more turbulence

North American demand is slipping due to “travel hesitancy" in the face of Trump's tariff and migration polices, as well as federal spending cuts.
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IBM could be the Nvidia of quantum computing

This week, IBM urged Wall Street to shift their quantum bets to the original heavyweight
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Oracle (ORCL) is “the fourth hyperscaler” and under-the-radar AI moonshot, analysts say

If any mega-cap can sneak up on Wall Street, Oracle (ORCL) stock just made its case
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‘We are getting’ really means 'we are paying’: Economist slams U.S.-China trade deal as farce


Alphabet (GOOG) is the future of robotaxi, not Tesla

Tesla (TSLA) may dominate headlines in the driverless car space, but the real momentum belongs to Alphabet (GOOGL).
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Wall Street bets on Trade Desk’s (TTD) AI gambit to dominate $317B ad market

Wall Street thinks Deal Desk could disrupt the increasingly fragmented digital ad industry
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“The U.S. space stack is being de-Muskified,” opening the door to RKLB stock, analyst says

“Sources say contingency planning is already underway,” and Rocket Lab (RKLB) could be one of the key beneficiaries
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‘It’s Amazon-level disruption’— Rocket's (RKT) fierce short-seller flips bullish after Redfin merger

“This merger threatens the broken model, not consumers,” Citron wrote, referring to the Rocket and Redfin merger. “It’s a paradigm shift.”
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Next meme stock? Sweetgreen (SG) may pull off Hertz-style comeback

Despite getting a quiet vote of confidence from not one but two billionaire hedge fund managers, the salad chain is still stuck in the red.
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HON stock: Honeywell’s breakup is paying off big time

Honeywell (HON) just sealed its second major acquisition in a month
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The S&P 500 is up 24% in 2 months; France’s CAC 40 is up 18% in the last 25 years

Few markets have felt as much pain as France’s CAC 40, which is up a mere 18% in the last 25 years.
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'We've sold all our TSLA shares' — Research firm sells Tesla stock and vows to ‘never invest’ in Musk’s companies again

Trump and Musk's spat "raises serious questions about Musk’s ethics and integrity,” said AlphaTarget’s Saxena. "For this reason, we’ve sold all our TSLA shares... "
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Lululemon stock prints 'death candle' as company plans 'strategic price increases' to get finances back on track

“We continue to see a more cautious, discerning consumer,” Lululemon (LULU) CEO said during the company’s earnings call. “We’re definitely not happy where the growth is in the U.S.”
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Lockheed Martin's (LMT) plan to build 3,500 F-55 jets 'over many, many years'

When you’re America’s biggest defense contractor, the U.S. government is your best customer and your biggest wild card
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Lululemon (LULU): A growth stock that’s no longer growing

Lululemon’s products are made in China. But even as the trade war drags on, tariffs don't fully explain the company's lackluster performance
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IonQ stock is quietly becoming 800-pound gorilla

The company has announced a $1.075 billion deal to acquire Oxford Ionics, one of the largest transactions in quantum to date
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