Stock Update
Ultimate AI pick-and-shovel trade? Credo (CRDO) stock rallies as it preps to onboard more hyperscalers
“We continue to see growing demand for our solutions across hyperscaler customers to power advanced AI services,” Credo CEO Brennan said.
Read more about Ultimate AI pick-and-shovel trade? Credo (CRDO) stock rallies as it preps to onboard more hyperscalers
The real 'black swan' for Alphabet is Apple, not a forced Chrome sale
The world’s largest smartphone makers are looking to part ways with Google’s search engine.
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📉 'Shorts are doubling down' on HIMS stock, with BoA, Citigroup adding to bearish calls
The Street doesn't buy into the HIMS stock euphoria
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Tesla's (TSLA) worst nightmare has begun
The fallout from Elon Musk’s political pivot is hitting Tesla (TSLA) hard in Europe
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Zuckerberg nears his “grand vision” of killing ad agencies and gobbling their profits
“The entire business model is at risk if his vision becomes reality,” says popular media consultant Jon Loomer about Meta’s plan to fully automate advertising.
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‘Nvidia or bust’ — Analyst says stock market recovery hinges on NVDA
The direction of the S&P 500 and Nasdaq may hinge largely on NVDA stock, analyst says
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Future of healthcare? Tempus AI (TEM) quietly embeds 1,000+ AI agents in hospitals
Shares of TEM stock surged 18% on Monday after the company announced the rollout of its xM technology for tracking patient treatment responses in real time.
Read more about Future of healthcare? Tempus AI (TEM) quietly embeds 1,000+ AI agents in hospitals
Credo Technology Group (CRDO) earnings call transcript
This is a full trasncript of the Credo Technology Group (CRDO) Q2 earnings call
Read more about Credo Technology Group (CRDO) earnings call transcript
'Largest AI deployment” in U.S. defense: C3.ai (AI) stock lands $350M Pentagon deal
C3.ai (AI) stock has been awarded a $350 million contract from the U.S. Air Force to expand its predictive analytics platform
Read more about 'Largest AI deployment” in U.S. defense: C3.ai (AI) stock lands $350M Pentagon deal
Trump's $3.7B green energy purge sends PLUG, RUN, FSLR crashing
DOE Secretary Chris Wright said the 24 cancelled projects "failed to advance the energy needs of the American people" and would not generate "a positive return on investment of taxpayer dollars."
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Applied Digital’s (APLD) $7 billion ticket to become the ultimate AI landlord
On Monday, Applied Digital announced it had inked two massive 15-year lease agreements with AI hyperscaler CoreWeave.
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Here’s bullish signal for SoundHound (SOUN) stock that many missed
Hint: rock-solid balance sheet and revenue guidance that could drive major upside over the next two years
Read more about Here’s bullish signal for SoundHound (SOUN) stock that many missed
If latest Trump-China stand-off gets out of hand, SOXL could crash big time
Strong earnings from Nvidia and AMD made the SOXL ETF double from post-Liberation Day lows. But will the rally last?
Read more about If latest Trump-China stand-off gets out of hand, SOXL could crash big time
Snowflake’s (SNOW) battle with Databricks escalates as both chase all-in-one dominance
Snowflake’s (SNOW) AI push has put it on a collision course with Databricks, and it’s getting crowded.
Read more about Snowflake’s (SNOW) battle with Databricks escalates as both chase all-in-one dominance
Does Toyota’s investment in Joby Aviation (JOBY) bring us closer to air taxis?
“This is an important next step in our alliance with Toyota to scale the promise of electric flight,” said Joby founder and CEO JoeBen Bevirt
Read more about Does Toyota’s investment in Joby Aviation (JOBY) bring us closer to air taxis?
Hut 8 (HUT) stock bets on AI pivot and Trump-linked crypto spin-off
Hut 8 (HUT) stock is like AI meets the bitcoin reserve strategy
Read more about Hut 8 (HUT) stock bets on AI pivot and Trump-linked crypto spin-off
Biotech stocks like ABCL, NTLA, GRAL, PRME are better investments than “hyped-up” quantum names, analyst says
“If I had to pick, I'd rather buy a promising biotech stock at ~2x net cash [...] than hyped up trend quantum names,” financial analyst Daniel Romero wrote on X.
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Ultimate Golden Dome stock? Rocket Lab (RKLB) aims to ‘disrupt’ national security space
“We’re cementing Rocket Lab as a disruptor in national security space,” the company said following the Geost acquisition
Read more about Ultimate Golden Dome stock? Rocket Lab (RKLB) aims to ‘disrupt’ national security space
Upstart (UPST) CEO shrugs off recession fears: “No weakening in credit performance”
“We don’t see any weakening in the consumer credit performance,” said Upstart CEO Dave Girouard
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The bond market doesn’t buy the TACO trade
Analysts warn that trade-deal announcements no longer move the bond market like they once did
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