Stock Update
Wall Street bets on Trade Desk’s (TTD) AI gambit to dominate $317B ad market
Wall Street thinks Deal Desk could disrupt the increasingly fragmented digital ad industry
Read more about Wall Street bets on Trade Desk’s (TTD) AI gambit to dominate $317B ad market
“The U.S. space stack is being de-Muskified,” opening the door to RKLB stock, analyst says
“Sources say contingency planning is already underway,” and Rocket Lab (RKLB) could be one of the key beneficiaries
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‘It’s Amazon-level disruption’— Rocket's (RKT) fierce short-seller flips bullish after Redfin merger
“This merger threatens the broken model, not consumers,” Citron wrote, referring to the Rocket and Redfin merger. “It’s a paradigm shift.”
Read more about ‘It’s Amazon-level disruption’— Rocket's (RKT) fierce short-seller flips bullish after Redfin merger
Next meme stock? Sweetgreen (SG) may pull off Hertz-style comeback
Despite getting a quiet vote of confidence from not one but two billionaire hedge fund managers, the salad chain is still stuck in the red.
Read more about Next meme stock? Sweetgreen (SG) may pull off Hertz-style comeback
HON stock: Honeywell’s breakup is paying off big time
Honeywell (HON) just sealed its second major acquisition in a month
Read more about HON stock: Honeywell’s breakup is paying off big time
The S&P 500 is up 24% in 2 months; France’s CAC 40 is up 18% in the last 25 years
Few markets have felt as much pain as France’s CAC 40, which is up a mere 18% in the last 25 years.
Read more about The S&P 500 is up 24% in 2 months; France’s CAC 40 is up 18% in the last 25 years
'We've sold all our TSLA shares' — Research firm sells Tesla stock and vows to ‘never invest’ in Musk’s companies again
Trump and Musk's spat "raises serious questions about Musk’s ethics and integrity,” said AlphaTarget’s Saxena. "For this reason, we’ve sold all our TSLA shares... "
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Lululemon stock prints 'death candle' as company plans 'strategic price increases' to get finances back on track
“We continue to see a more cautious, discerning consumer,” Lululemon (LULU) CEO said during the company’s earnings call. “We’re definitely not happy where the growth is in the U.S.”
Read more about Lululemon stock prints 'death candle' as company plans 'strategic price increases' to get finances back on track
Lockheed Martin's (LMT) plan to build 3,500 F-55 jets 'over many, many years'
When you’re America’s biggest defense contractor, the U.S. government is your best customer and your biggest wild card
Read more about Lockheed Martin's (LMT) plan to build 3,500 F-55 jets 'over many, many years'
Lululemon (LULU): A growth stock that’s no longer growing
Lululemon’s products are made in China. But even as the trade war drags on, tariffs don't fully explain the company's lackluster performance
Read more about Lululemon (LULU): A growth stock that’s no longer growing
IonQ stock is quietly becoming 800-pound gorilla
The company has announced a $1.075 billion deal to acquire Oxford Ionics, one of the largest transactions in quantum to date
Read more about IonQ stock is quietly becoming 800-pound gorilla
“50% of AI compute” be U.S.-based — Lutnick’s AI push could supercharge these 4 mega caps
Analysts called the policy “a clear win” for four stocks: Nvidia (NVDA), Broadcom (AVGO), Taiwan Semiconductor (TSM), and Palantir (PLTR).
Read more about “50% of AI compute” be U.S.-based — Lutnick’s AI push could supercharge these 4 mega caps
Morgan Stanley’s shocking formula for how Tesla stock could surge by 300%
Tesla’s strengths in autonomous technology and battery storage position it as a strong contender in the emerging drone economy, Morgan Stanley’s analysts said.
Read more about Morgan Stanley’s shocking formula for how Tesla stock could surge by 300%
Cloudflare stock soars as it becomes Big Tech’s AI "connector"
As AI agents reshape how users interact with software, Cloudflare is quietly cementing its role as the secure, scalable backbone for that future.
Read more about Cloudflare stock soars as it becomes Big Tech’s AI "connector"
Lucid Group doubles down on made-in-America EVs
Lucid Group (LCID) announced a multi-year deal with Graphite One to source natural graphite from the Graphite Creek deposit near Nome, Alaska
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Trump may soon deliver a big boost to rare earth mining stocks
Trump is reportedly preparing to double down on the rare earth emergency order
Read more about Trump may soon deliver a big boost to rare earth mining stocks
Palantir under fire as WikiLeaks accuses it of expanding the “American surveillance state”
Palantir’s (PLTR) growing role in the Trump administration has drawn the ire of WikiLeaks and other civil liberty organizations.
Read more about Palantir under fire as WikiLeaks accuses it of expanding the “American surveillance state”
‘Linear TV is rapidly shrinking’: Netflix (NFLX) stock receives huge UBS upgrade
UBS' call reflects growing confidence in Netflix’s growing margins and revenue, thanks to changing TV habits and international expansion.
Read more about ‘Linear TV is rapidly shrinking’: Netflix (NFLX) stock receives huge UBS upgrade
“We’re late, we get it” — UBS finally upgrades Snowflake (SNOW) as must-own AI stock
UBS’s bullish upgrade comes on the heels of AI wins and a strong earnings report for the last quarter.
Read more about “We’re late, we get it” — UBS finally upgrades Snowflake (SNOW) as must-own AI stock
‘We’re very bearish on all the big nuclear stocks’ — Analysts remain skeptical of Meta and Constellation Energy (CEG) deal
“We’re very bearish on all the big nuclear stocks,” Miller said, naming Constellation, Vistra (VST), Talen Energy (TLN), and NRG Energy (NRG) as potentially overvalued.
Read more about ‘We’re very bearish on all the big nuclear stocks’ — Analysts remain skeptical of Meta and Constellation Energy (CEG) deal
