Stock Update
IonQ stock just received a vote of confidence from this $2 trillion Big Tech titan
Amazon has quietly snapped up nearly $37 million in IonQ stock last quarter, signaling deep confidence in a quantum player already up 500% over the past year.
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UnitedHealth could be the most oversold stock on Wall Street
Mixed earnings sent UnitedHealth spiraling to 52-week lows, but under the wreckage lies a misunderstood growth engine that could rewrite the company’s future.
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CoreWeave’s (CRVW) $9B power grab hits wall — here's what happens next
Core Scientific’s biggest shareholders are threatening to block CoreWeave’s $9 billion takeover, demanding protections after CoreWeave’s stock plunged 30% since the deal was announced
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Quantum Computing or quantum con? QUBT announces another questionable contract with U.S. government
Quantum Computing landed its first direct contract with the National Institute of Standards and Technology, but skeptics are calling it another PR stunt
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SoundHound is dark horse of AI boom, say analysts
SoundHound (SOUN) may be flying under the radar now, but with 190 patents, surging revenues, and a voice AI platform that rivals Big Tech
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Joby and Archer are quietly building the "Big Three" of flying cars
Joby Aviation (JOBY) and Archer Aviation (ACHR) have soared triple digits in a year, but analysts say they’re not direct rivals.
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CommScope (COMM) is sleeper stock for Trump’s historic AI push
Amphenol is buying CommScope’s (COMM) Connectivity and Cable Solutions business for $10.5 billion, highlighting how critical networking infrastructure is to Trump’s AI initiative.
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Yet another pivot? Joby Aviation (JOBY) now wants to be taxi for the richest 1%
Joby Aviation (JOBY) is buying Blade Air Mobility’s (BLDE) passenger business in a $125 million deal, giving it access to a wealthy customer base and luxury terminals in major U.S. cities.
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Intel’s (INTC) future may rest on Trump’s next move
Intel’s $18A chip ambitions are wobbling as CEO Lip-Bu Tan signals potential write-offs and warns the next-gen 14A program could be shelved entirely.
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Nio (NIO) stock is heating up — here’s what could send it higher
With July deliveries surging, strong early demand for its new SUV, and big-money investors quietly piling in, Nio (NIO) could be setting up for its next big move.
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Novo Nordisk (NVO) bears ignore the drugmaker’s real power play
NVO stock is in meltdown mode, but Novo still owns insulin and controls half of the $150B weight-loss drug market.
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MP Materials (MP) is Trump’s secret weapon in ‘operation warp speed’
Trump’s plan to launch an “Operation Warp Speed” for rare earths could put MP Materials (MP) at the heart of a historic U.S. push to break China’s near-total supply dominance.
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‘New aircraft class for defense’: Joby Aviation (JOBY) moves to militarize its flying taxis in $1B defense pivot
Joby Aviation (JOBY) may be known for air taxis, but its new military partnership signals a stealth pivot into defense tech that could redefine its future and its valuation.
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Pentagon’s historic software contract has a catch — and Palantir (PLTR) knows it
The Pentagon’s record-breaking software award isn’t a blank check, and Palantir may be playing a much bigger long game.
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Here's why Rivian (RIVN) could be EV moonshot no one expected
Rivian is accelerating plans for its lower-cost R2 model, which could be a make-or-break moment for the stock
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Investors missed the real bombshell in MSFT, AMZN, META, GOOG earnings
While Wall Street parsed revenue beats, Big Tech buried the real bombshell, a historic $423B capex surge into AI and data centers.
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Bigger than dot-com? Wall Street bubble warning hits fever pitch
Bank of America strategists warn U.S. stocks are now more expensive and more concentrated than during the dot-com bubble.
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Kodak of AI? Wall Street has written off Adobe stock as 'AI loser'
Despite record revenue and raised guidance, Adobe (ADOBE) stock has plunged nearly 50% from its highs as analysts question its ability to compete with fast-moving AI upstarts
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40% off sale? Wall Street predicts small-cap stocks poised for historic rebound
Small-cap stocks are trading at their steepest discount to large caps in 25 years, with valuations 25–40% lower across key metrics.
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Ford’s $30B EV gamble—Can August 11 deliver its Model T moment?
Ford (F) is heading into a pivotal August 11 announcement, with CEO Jim Farley promising a “Model T moment” to challenge Tesla
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