Stock Update

'Uniquely well positioned': Hertz may become the mother of all meme stocks

Bill Ackman bets on Hertz's comeback and says it's "uniquely well positioned" for Trump's tariffs
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Fraud or not? Gorilla Technology (GRRR) sues short sellers for defamation

Gorilla Technology (GRRR) is fighting back against short seller Culper Research claiming it's fabricated most of its expansion claims
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Yet another MicroStrategy? KULR Technology pivots into AI and crypto


Will Huawei and local Chinese chipmakers gut Nvidia (NVDA) in Chinese market?

Trump's latest ban will cost Nvidia $5.5 billion this quarter alone, and potentially one of its biggest markets in the long run.
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Trump’s ‘America first’ tariffs are handing the skies to Airbus at Boeing's expense

President Trump’s trade war has taken an unexpected turn, and Boeing may be its biggest casualty
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Trump’s historic $1T defense budget could turbocharge Archer Aviation (ACHR)

The timing of Archer’s shift to defense couldn't be more perfect
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“Defies Logic”: Harley Davidson (HOG) is in more major leadership shake-up

Activist investor H Partners is launching a withhold-the-vote campaign to out CEO and two other board members
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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
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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
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