Stock Update
Wall Street turns bullish on Riot Platforms' (RIOT) AI pivot
“We believe Riot's Corsicana site is one of the most attractive HPC sites in our universe,” Needham wrote in a note to clients.
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If Iran shuts Strait of Hormuz, Occidental Petroleum (OXY) could go parabolic
A serious flashpoint in the conflict a blockade of the Strait of Hormuz, which handles 20% of global oil supply
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Trumponomics chip winner? Micron (MU) caters to Trump’s agenda and powers Nvidia’s next-gen AI data centers
Micron Technology (MU) is emerging as one of the biggest winners of Trump’s semiconductor push, striking a rare balance between political favor and industry leadership.
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Will “Muskonomy” prevail? Analysts are divided on TSLA stock prediction in 2025 and beyond
From $120 to $500 TSLA stock predictions, Wall Street remains polarized on where Tesla stock is headed
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NVDA stock prediction: Wall Street warns 2026 may be a ‘clearing event’
“In AI, investors are worried about 2026 growth, not 2025,” he said. “Nasdaq 100 rallies will be used as liquidity events.”
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Here's real reason SharpLink (SBET) stock crashed after becoming largest Ethereum holder
SharpLink Gaming (SBET) became the latest company to jump on the crypto treasury bandwagon, but it’s paying the price for unclear communication.
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Plug Power CFO just made largest insider stock buy in Corporate America in nearly 20 years
In a show of internal confidence, Plug Power CFO Paul Middleton snapped up 650,000 Plug shares last week.
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'It's very inexpensive'—Crocs (CROX) may be post-trade war winner, analyst says
“The [CROX] stock is trading at just 7x earnings and 6.5x free cash flow, but it’s generating a 70% return on equity and a 25% return on invested capital.”
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Corporate America insiders are cashing out stocks, sounding alarm on valuations
When the boss sells, should you? C-level executives are dumping their shares at the fastest pace since Trump’s re-election despite the rally.
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Archer Aviation (ACHR) crash was power move ahead of Trump's pilot program
The crash followed news that Archer had sold $850 million worth of stock to bulk up its balance sheet ahead of the White House’s upcoming eVTOL pilot program
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Analysts call to buy the dip on Intuitive Machines after 45% sell-off
“I see a business trading at just 5x forward sales, with a debt-free balance sheet, over $350 million in cash...," wrote an analyst
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Retail dip-buying faces reality check as smart money sells
Retail investors have outperformed their smart-money counterparts since early April, but analysts caution that this trend may be short-lived.
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Investor who bought Tesla at $13 says Duolingo (DUOL) stock is next tech moonshot
Antonio Linares, a investor known for getting into Tesla (TSLA) at $13 and Palantir (PLTR) at $7, says Duolingo (DUOL) is his next high-conviction bet despite a $500 price tag.
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Trump is sending U.S. airline stocks into more turbulence
North American demand is slipping due to “travel hesitancy" in the face of Trump's tariff and migration polices, as well as federal spending cuts.
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IBM could be the Nvidia of quantum computing
This week, IBM urged Wall Street to shift their quantum bets to the original heavyweight
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Oracle (ORCL) is “the fourth hyperscaler” and under-the-radar AI moonshot, analysts say
If any mega-cap can sneak up on Wall Street, Oracle (ORCL) stock just made its case
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‘We are getting’ really means 'we are paying’: Economist slams U.S.-China trade deal as farce
The U.S.-China trade truce isn’t exactly a win for America.
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Alphabet (GOOG) is the future of robotaxi, not Tesla
Tesla (TSLA) may dominate headlines in the driverless car space, but the real momentum belongs to Alphabet (GOOGL).
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