Stock Update
Texas Instruments teams with Trump administration on $60B semiconductor manufacturing push
Texas Instruments will work with the White House on an initiative to invest more than $60 billion across seven U.S. semiconductor fabrication plants
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Coinbase stock finds ‘a path to a meaningfully higher price’ with GENIUS Act
As the only publicly traded crypto exchange in the U.S., Coinbase arguably stands to benefit from the GENIUS Act
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Wall Street finally turned bullish on Disney’s (DIS) streaming business
Disney+ now has the third-most subscribers for streaming platforms, trailing only Netflix and Amazon Prime.
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‘A major step forward’: Roku’s exclusive deal with Amazon could be its next big break
Roku (ROKU) partners with Amazon Ads to unlock 80M CTV households via Amazon DSP, boosting ad reach, efficiency, and performance at unprecedented scale.
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Wall Street is not yet sold on Adobe’s AI efforts
Adobe (ADBE) faces skepticism from Wall Street on its AI push, despite strong earnings and enterprise growth through tools like Firefly and partnerships with brands like Coca-Cola.
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Roblox’s stock surges on massive popularity of Grow a Garden game
Roblox Corporation (RBLX) surges in value as its viral hit Grow a Garden drives massive user growth, monetization, and a 78% stock increase.
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From collapse to comeback? SoundHound’s (SOUN) wild AI ride isn’t over yet
Like many AI stocks, SoundHound has been in free fall in 2025, but its long-term outlook remains strong
Read more about From collapse to comeback? SoundHound’s (SOUN) wild AI ride isn’t over yet
Sonim Technologies (SONM) gets swept into takeover frenzy, but survival remains open question
Sonim has received multiple unsolicited takeover bids this year, prompting the company to establish a special committee to evaluate strategic options
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Rigetti (RGTI) stock cools after 1,100% run, but balance sheet signals more upside
Rigetti Computing (RGTI) is now debt-free, which marks a stark turnaround from five years ago when its debt-to-equity ratio topped 1,800%.
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Wall Street forgives. CrowdStrike stock roars back after 'largest IT outage in history’
Nearly a year after being at the center of what many call the largest IT outage in history, CrowdStrike (CRWD) seems to have regained Wall Street’s confidence.
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Walmart (WMT) is eating Amazon’s lunch — AI, drones, and now crypto
Walmart has leapfrogged Amazon in the long-delayed race for drone delivery and is now entering crypto
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'Anti-solar mind virus has infected GOP' — First Solar (FSLR) gets wiped out despite Elon Musk’s endorsement
Unfortunately for First Solar (FSLR) — the only large-scale solar panel manufacturer based in the U.S. — the GOP’s anti-solar push escalated last week.
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Oscar Health (OSCR) stock is 'generational buying opportunity' with triple-digit earnings growth, analyst says
A well-known stock analyst compares buying OSCR stock today to buying HIMS at $14
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Not even Mariah Carey can stop Faraday Future’s bleeding
Faraday Future Intelligent Electric (FFAI) is hoping a little pop star sparkle with Mariah Carey might bring some life back.
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'You’re not bullish enough'—Why Hims & Hers may be Wall Street’s most underrated weight-loss stock
Hims & Hers (HIMS) stock is on a tear, and some analysts think Wall Street still isn’t bullish enough.
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'Cheap AI' is next investment theme and Amazon (AMZN) is winning it
Amazon (AMZN) is looking better positioned than some of its tech rivals as Wall Street piles into “cheap AI”
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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.
Read more about Trumponomics chip winner? Micron (MU) caters to Trump’s agenda and powers Nvidia’s next-gen AI data centers
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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