Stock Update

Citi upgrades Constellation Energy (CEG) over ‘select opportunities'

Citi’s revised outlook reflects Constellation’s pending acquisition of Calpine Power.
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Rare earths are next frontier in Trump’s trade war — and these two under-the-radar stocks are soaring

China’s latest move marks the beginning of North America’s rare earth revival
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FDA recent move marks paradigm shift in drug development, boosting Schrödinger (SDGR) and other biotech stocks


WeBull stock rally has one giant problem

Can the Chinese Communist Party access American investors data?
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Is Oklo all-or-nothing bet? Money-losing nuclear startup with powerful allies in Trump administration

Oklo management is making one thing clear: when you're building the future of nuclear energy, narrative might matter more than...
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UBS sees 250% upside for Forge (FRGE) after record revenue

Forge Global just delivered its strongest revenue quarter since going public, but the stock barely moved
Read more about UBS sees 250% upside for Forge (FRGE) after record revenue

SOFI: The Millennial fintech is ‘severely undervalued’ after trade war rout

By the end of 2024, SoFi had more than 10 million users earning a combined $1 billion in interest payments on their savings
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The real reason semiconductor stocks are rallying

These companies weren’t even directly targeted by the tariffs. So what's all the fuss about?
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‘Unprecedented uncertainty” destroys Walmart and Delta guidance

President Trump’s start-and-stop tariff bombshells are shaking up earnings season.
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Microsoft recent move threaten’s SMCI stock’s rally

Microsoft recently scrapped data center expansions, possibly hinting at slowing demand for AI data centers
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Trump’s trade war is gutting Apple’s supply chain

As the trade war heats up, analysts warn Apple has “nowhere to hide.”
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Intel’s survival hinges on two bets—and Trump’s radical policies could make them work


Did Musk’s political ambitions cost him Tesla?

Two-thirds of Americans won’t consider buying a Tesla, mostly because of Musk’s political antics
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The end of DOGE might not save Tesla

Telsa sales are a “disaster” according to Wedbush Securities analyst Dan Ives.
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Here's what CoreWeave’s (CRWV) much-hyped IPO says about AI future

CoreWeave’s IPO was the first AI pure-play to hit the stock market
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Comeback that wasn't: BlackBerry (BB) slump is far from over

You’d be forgiven for not realizing BlackBerry (BB) is still around. Once the go-to gadget for white-collar workers — especially...
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Newsmax stock: “One of the biggest manias you will ever see”

Newsmax may have IPO’d to raise money for defamation lawsuits. Now, it's Wall Street’s biggest meme stock.
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BoA has the skinny on Hims & Hers stock — and it’s not pretty

Despite all the buzz about the Zepbound weight-loss drug, HIMS stock could drop 29% from current levels.
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Robinhood’s (HOOD) new ‘financial superapp’ aims to gut legacy banks

Will Robinhood's trading app become a lead-generation engine for a larger wealth management business?
Read more about Robinhood’s (HOOD) new ‘financial superapp’ aims to gut legacy banks

RFK Jr.’s cuts is unleashing carnage in pharmaceutical and biotech stocks

The vocal vaccine skeptic has wasted little time sowing chaos in the pharma sector
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