Stock Update

SMCI stock: Supermicro’s long-awaited comeback may have just begun

Industry trends and renewed optimism on Wall Street suggest Supermicro may finally be entering the early stages of a turnaround.
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DJT Stock: Why betting against Trump’s media empire might be very bad idea

Trump Media & Technology Group (DJT) could be one Truth Social post away from adding billions to its market cap
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Applied Digital (APLD) core business is on shaky ground

Earnings biggest red flag is shrinking data center hosting revenue
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Analysts expect big upside ahead of GE Vernova's (GEV) earnings, but there’s catch


‘Next Manhattan project’: Oklo’s secret weapon is ex-insider now steering U.S. energy policy

Oklo (OKLO) may have OpenAI co-founder Sam Altman as a chairman, but its most powerful ally might be someone who used to sit on its board
Read more about ‘Next Manhattan project’: Oklo’s secret weapon is ex-insider now steering U.S. energy policy

Rigetti Computing: The only small-cap shortlisted for government quantum program

RGTI stock has escaped trade-war volatility after joining an elite company in a DARPA quantum R&D program.
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Tempus (TEM) stock: Analysts say AI healthcare will be the next gold rush

After a boom-and-bust first quarter, TEM stock still has room for upside as the AI-assisted healtcare gains traction
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Intuitive Machines is heading back to the moon with SpaceX Falcon 9 — will LUNR stock follow?

Intuitive Machines will use SpaceX’s Falcon 9 rocket for its next mission
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Unexpected tariff winner? Wall Street predicts 40% upside for Chipotle (CMG) despite Trump fears


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
Read more about Rare earths are next frontier in Trump’s trade war — and these two under-the-radar stocks are soaring

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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