Stock Update

Nvidia (NVDA) stock is now bigger than Germany (yes, the country)

As of Friday’s close, Nvidia’s market cap stood at just over $4 trillion, nearly $1 trillion higher than the Bloomberg Germany Exchange tracker
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Here's reason Super Micro (SMCI) stock crashed despite analyst upgrades

That’s because a closer look at those upgrades shows they came with a warning
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Unprecedented short-selling tests Hims & Hers amid Novo Nordisk fallout

Even without the Novo Nordisk fallout, a HIMS stock correction may have been overdue
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Boeing (BA) stock scores $2.2B Space Force contract for next-gen satellites

Boeing’s comeback story just literally launched into orbit
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Here's why Delta (DAL) earnings are a litmus test for airline stocks

Delta’s upbeat earnings set off a wave of buying across the entire airline sector
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CVS Health (CVS) is quietly staging comeback after losing 900 stores and 60% of its value

After a massive retail shake-up between 2022 and 2024, CVS Health stock is coming back in full force.
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Hims & Hers (HIMS) turns Novo Nordisk’s patent lapse into its next big bet


Trump launches his own crypto ETF from inside the White House

Trump Media & Technology Group (DJT) just unveiled a new bitcoin-heavy ETF as President Trump blurs the line between business and the presidency.
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Cathie Wood’s $305M AI bet just expanded into breast cancer — and Tempus AI (TEM) stock is surging

Tempus AI (TEM) stock is up 76% this year as the company gets another vote of confidence from Ark Invest
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Tobacco stocks are on a tear, but Jefferies says Altria (MO) is running out of steam

Despite a booming year for tobacco stocks, one major Wall Street firm is breaking from the crowd, casting doubt on Altria’s (MO)
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Google stock lags Big Tech, but one analyst says it’s massively undervalued

Despite antitrust probes and its $2 trillion market cap, Google stock is still massively undervalued, an analyst says
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SoundHound (SOUN) stock rallies on $140B opportunity and strong partnerships

SOUN stock was among a handful of agentic AI companies that posted significant gains this week
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Schwab: Retail investors have ‘gingerly’ returned to stock market

Surprisingly, AI stocks are falling out of favor with retail investors
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AES stock soars on takeover buzz, just one day after Trump’s crackdown

The AES stock surged nearly 20% on reports of takeover interest from major infrastructure giants
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SoFi stock takes aim at Robinhood with private market access, including SpaceX and OpenAI

SoFi Technologies (SOFI) is expanding into private markets, giving retail investors access to high-profile
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Rocket Lab (RKLB) stock nears record highs as Neutron launch hype builds

RKLB stock is up more than 29% over the past month, reaching a new all-time high
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BigBear (BBAI) stock takes off: Biometric tech rollout and UAE deal spark triple-digit rally

New biometric tech and a strategic UAE partnership fuel Big Bear AI’s breakout rally, drawing bullish analyst upgrades.
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Bankruptcy might be best thing that ever happened to Wolfspeed (WOLF)

Wolfspeed’s (WOLF) bankruptcy filing last week may have sounded like a death knell, but it’s led to the exact opposite.
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Wind and solar stocks get hit by Trump’s latest executive order

The bad news for renewable energy stocks came sooner than expected
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Accenture’s AI push is picking up steam

Accenture (ACN) is accelerating its AI push by consolidating services and acquiring SYSTEMA to meet the growing demand for AI consulting in key industries.
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