Stock Update
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.
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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).
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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‘Launchpad for a global revolution’: Joby’s stock soars as it completes air taxi test flights in Dubai
Joby Aviation (JOBY) stock soars after completing landmark air taxi test flights in Dubai, advancing its global eVTOL rollout and UAE passenger launch plans.
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Oracle lands $30B contract with mystery customer in ‘largest single cloud deal ever’
Oracle (ORCL) stock hits record high after landing a $30B cloud deal, the largest ever, boosting investor confidence and accelerating cloud growth projections.
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Uber is talking to its ousted co-founder about buying Chinese startup Pony.ai
Uber (UBER) stock gains momentum as it explores acquiring robotaxi startup Pony.ai, signaling a bold push into autonomous ride-hailing.
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SoFi rebounds 79% from April low, eyes profitability as Q2 earnings loom
SoFi Technologies stock has rebounded 79% since April and is gaining momentum ahead of Q2 earnings, with profitability and strong revenue growth in focus.
Read more about SoFi rebounds 79% from April low, eyes profitability as Q2 earnings loom
Google stock may be undervalued based on the company’s ambitions, analyst says
Alphabet stock may be undervalued as analysts highlight the company's dominance in digital ads, cloud, and leadership in driverless car technology.
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Beyond bitcoin: MicroStrategy is ramping up its AI business
MicroStrategy stock is gaining momentum as the company expands beyond bitcoin holdings into AI with its new enterprise platform, Strategy Mosaic.
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Gap’s comeback hasn’t lost steam – but Wall Street warns about looming tariff impact
Gap stock is showing strong growth but faces potential risks from looming tariffs, which could impact profits despite recent turnaround efforts.
Read more about Gap’s comeback hasn’t lost steam – but Wall Street warns about looming tariff impact
Salesforce’s agentic AI platform seeks to ‘enhance human productivity’
Salesforce (CRM) is advancing with its Agentforce 3 AI platform, enhancing productivity and automating tasks to improve efficiency across industries, impacting its stock performance.
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