Stock Update
How Apple could use political ties at home to push its agenda overseas
While a number of tech companies have made efforts to appease Trump, it's Apple (AAPL) CEO Tim Cook who appears to most closely follow Musk’s blueprint
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IonQ made ‘significant’ breakthrough in collaboration with U.S. Air Force
IonQ (IONQ) said this week that it has made a “significant technological advancement” that could accelerate the progress toward building a quantum internet.
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Bitcoin miner IREN doubles down on AI cloud services with latest Nvidia and AMD GPU purchases
Wall Street is bullish on IREN stock's AI pivot
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Micron (MU) stock fails to impress Wall Street — here's why
Micron (MU) stock might be a victim of its own success
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AMD’s “dead money” label looks like a $1 trillion opportunity, analysts say
Wall Street skeptics still view AMD in Nvidia’s shadow, but analysts argue its chiplet edge, Lisa Su’s turnaround, and bullish technical setup could power the stock to record highs
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“This is the biggest financial problem our society faces”: The dark side of Wall Street’s massive AI bet
Tech giants are pouring billions into data centers, but the surge in electricity costs is hitting consumers, driving inflation, and reshaping the investment landscape.
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Palantir’s paradox? Recession-proof AI startup or overvalued surveillance giant?
Analysts hail Palantir’s execution in AI and government work, but with the stock trading at 105x forward sales, skeptics warn valuations are stretched to the limit.
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Wall Street joins Main Street in betting bull market isn’t done yet, but there’s a catch
Institutional investors ramp up stock exposure as Fed rate cuts revive “easy money”, but doubts over political pressure on the central bank could spoil the rally.
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CleanSpark lands $100M bitcoin-backed credit from Coinbase Prime
Bitcoin mining company CleanSpark (CLSK) said on Monday that it has secured a $100 million credit facility with Coinbase Prime, the crypto company’s institutional prime brokerage unit.
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Federal judge overturns Trump’s halt on Orsted’s offshore wind project
Danish renewable energy company Orsted (ORSTED) plunged over 16% last month when the U.S. Interior Department halted its massive Revolution Wind project off the coast of Rhode Island.
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Plug Power’s stock is soaring and no one can figure out why
But even if there is no clear reason for Plug’s rally this month, Wall Street might be getting more bullish on PLUG stock fundamentals.
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Nvidia continues flexing ‘AI dominance’ with $100B OpenAI deal
It turns out Nvidia’s (NVDA) $5 billion investment in Intel (INTC) was just a warm up for a much bigger bet on the AI ecosystem
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UK government partners with Palantir on a potential $1.8B defense investment strategy
Palantir Technologies (PLTR) is diversifying its portfolio of government contracts beyond the US to partner with America’s allies
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“Dude, you’re outperforming Apple” — How Dell 2x’d Apple over the past five years
Once dismissed as a low-growth PC maker, Dell has reinvented itself as an AI infrastructure heavyweight, delivering a 306% return over five years
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Microsoft says it’s opening ‘world’s most powerful AI datacenter’
Microsoft (MSFT) claims that an AI datacenter it’s building in Wisconsin will be the most powerful facility in the world
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UK and US trade talks are sending nuclear stocks soaring
The UK has agreed to open its nuclear sector to technology being developed by American companies
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With Fed rate cut, small-cap stocks might finally be winners again
It has been a long time since investors showed any love for small-cap stocks, which have been shunned while the S&P 500 and Nasdaq have soared on tech-driven bull runs.
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“The mother of all bear traps?” Hims & Hers stock snaps back after FDA warning
Shares rebounded nearly 10% after a sharp sell-off, with analysts split on whether the FDA scrutiny is noise or a sign that growth is cooling.
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