Stock Update

Corporate insiders are 'quietly quitting' the stock market

Top executives at major U.S. companies are selling shares at the fastest pace in years, with buying activity hitting multi-year lows
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Goldman: U.S. companies absorb 64% of Trump tariff costs

Goldman Sachs data shows Trump’s tariffs are driving up costs, with U.S. companies shouldering 64% of the burden, consumers 22%, and foreign exporters just 14%
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Wall Street punishes Eli Lilly (LLY) over clinical trials, ignoring record milestones

Blockbuster results and market share wins weren’t enough to offset Wall Street’s skepticism over Eli Lilly’s next growth engine.
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Here's why Lucid (LCID) stock is down

The EV maker is battling claims it hasn’t sold a single Gravity SUV in months. Investors, already dealing with a 29.5% YTD loss, are left weighing whether the denials hold weight.
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Archer Aviation (ACHR) is quietly fast-tracking its defense push

With two defense acquisitions, a $730M war chest, and Pentagon billions up for grabs, Archer is shifting from flying taxis to battlefield tech.
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Here's why Sunrun (RUN) stock thrives in Trump’s anti-solar era

Defying brutal policy headwinds and the loss of federal tax credits, Sunrun shocked Wall Street with a surprise Q2 profit and record battery installs. Here's why...
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AI mania pushes stock market concentration to Great Depression-era levels

As AI mania fuels the rise of mega-cap stocks, new data shows U.S. stock market concentration has hit levels not seen since before the 1930s crash.
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The real reason AMD missed earnings no one’s talking about, analyst says

Earnings disappointment was just the surface. Analysts say AMD’s real challenge is keeping up with the competition in the most lucrative chip market
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Will Micron Technology (MU) explode after its $200B political gamble?

Treasury Secretary Scott Bessent says Micron and Apple are pledging eye-popping U.S. investments, but analysts call the investments political theater.
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Shopify could become the Amazon of the AI era — and here's one simple reason why

As AI begins to change how people shop online, Shopify’s all-in-one merchant platform gives it a massive edge in the agentic AI internet.
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Big Tech’s political loyalty test: Amazon follows Apple with billion-dollar peace offering

After Apple pledged $100B, Amazon joins the loyalty parade with $1B in AI credits for federal agencies.
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Intel’s $8B CHIPS Act grant at risk after TrumpbBlasts CEO’s China ties

Trump is calling for Intel CEO Lip-Bu Tan’s immediate resignation, threatening the company’s turnaround and its $8B CHIPS Act funding
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SoundHound (SOUN) just made its boldest move yet

SoundHound is back in the headlines with a fresh deal, but it’s what the company didn’t say that has investors second-guessing the hype
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Rocket Lab’s next move could send the stock into orbit, Stifel says

With a NASA partnership in hand and its Neutron rocket on track for liftoff, Rocket Lab gained a fresh price target from Stifel suggests the rally isn’t over yet
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BofA says Hims & Hers could crash another 49%

Despite a 210% rally over the past year, Hims & Hers’ slowing business model is drawing fresh bearish calls
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GM declares rare earth independence and dumps China for U.S. supply chain

GM is shifting its magnet supply chain stateside, joining Trump’s push to end U.S. dependence on Chinese critical materials.
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Lockheed Martin (LMT) is sued by shareholders over billions in losses

Even as the largest U.S. defense contractor, Lockheed Martin (LMT) is learning that doing business with the federal government doesn’t make you bulletproof.
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Should Warren Buffett cancel his retirement? Berkshire Hathaway (BRK) is in full-blown reputation crisis

Berkshire Hathaway hasn’t been the same since the Oracle of Omaha de facto retired
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