Stock Update
Target (TGT) tries to reinvent itself after $12B in market cap wipeout
Leadership shakeups and an “enterprise acceleration” task force show just how deep the crisis runs at Target (TGT)
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Archer Aviation (ACHR) isn’t building flying taxis. It’s building battlefield drones
As eVTOL shifts from Uber dreams to defense logistics, ACHR stock is emerging as a tactical mobility frontrunner
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UMAC, RCAT stocks go parabolic as Trump declares drone manufacturing national priority
Trump’s orders aim to crush China’s drone monopoly and investors are betting U.S. players like UMAC and RCAT will win big
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“Fight AI with AI”—Palo Alto Networks (PANW) and Okta (OKTA) enters next-gen security war
Palo Alto Networks (PANW) and Okta (OKTA) are rewriting the cybersecurity playbook for the AI era.
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MP Materials (MP) goes to war as Defense Department invests $400M to cut out China
With $400M in DoD funding, MP Materials (MP) is leading America’s charge to break China’s monopoly.
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Uber (UBER) Is Alphabet’s secret weapon in robotaxi race
Waymo is on track to become a billion-dollar business in the near future, creating a potential tailwind for Uber’s stock.
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HSBC calls Broadcom (AVGO) $400 stock due to AI supercycle
Broadcom’s (AVGO) massive AI revenue projections are based on just three hyperscaler customers. Imagine the upside if it doubles that number, according to HSBC.
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Palantir (PLTR) is the “next Oracle”, analysts say
Wedbush analyst Dan Ives and Strategy Asset Managers CEO Tom Hulick see the company as a major beneficiary of the AI boom.
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Intel (INTC) may kill its flagship chip after billion-dollar investment
The company is reportedly laying off another 4,000 employees, including engineers
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Lucid sets world record for longest drive on a single charge, but there's a catch
Lucid (LCID) interim CEO Marc Winterhoff said there's a “dramatic uptick” in former Tesla owners exploring the brand
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GE Vernova could be on the cusp of building the first SMR in the U.S.
The Trump administration has turned the global race for AI dominance into a new “Manhattan project”
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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
Novo Nordisk’s lapse is Hims & Hers’ gain.
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