Stock Update
Oscar Health (OSCR) might be the Stripe of insurance
The most underappreciated reason to be bullish on Oscar Health (OSCR) might not show up in the headlines
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Forget chips. Trump’s $92B AI plan could be gold rush for energy stocks
If you follow the money — and the power lines — the biggest winners of this plan may be energy companies like GE Vernova (GEV)
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Amazon’s new favorite utility? Talen (TLN) stock doubles down on AI-ready nukes and gas plants
The Houston-based utility announced it’s acquiring two major natural gas power plants to boost its ability to meet rising demand from AI data centers.
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$3 Trillion and no clue: Apple is getting humiliated in AI wars
Apple (AAPL) is falling behind in the AI arms race, not just to upstarts but also to its fellow Magnificent Seven giants.
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“Domino of AI upside”: Nvidia (NVDA) reignites chip stocks with China deal
Nvidia (NVDA) stock surged to record highs after U.S. officials approved exports of its H20 AI chips to China, potentially restoring a $5B revenue stream and reigniting the AI bull run
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Fast-casual boom fading? Cava (CAVA) stock dips as Morgan Stanley trims target
Cava (CAVA) stock, like other restaurant brands, may soon feel the pinch of tightening consumer budgets
Read more about Fast-casual boom fading? Cava (CAVA) stock dips as Morgan Stanley trims target
Nuclear moonshot? Wall Street is betting big on Oklo (OKLO) stock
Tiny reactor, massive ambition. Oklo (OKLO) stock aims for 2027 liftoff
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UnitedHealth crumbles as fraud scandal, earnings collapse wipe out $250B
Once a Wall Street darling, UnitedHealth (UNH) is now reeling from billing fraud allegations, a DOJ investigation, and a disastrous Q1 earnings miss
Read more about UnitedHealth crumbles as fraud scandal, earnings collapse wipe out $250B
IBM outshines Mag 7 as 100-year-old giant reinvents itself with AI
IBM (IBM) just proved age is no obstacle to innovation, surging past every Mag 7 stock this year with a record-breaking run fueled by enterprise AI momentum
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ASTS stock blasts to record high as space-based 5G vision gains ground
AST SpaceMobile (ASTS) is up 282% over the past year and climbing fast, as Wall Street starts to wake up to its game-changing telecom model
Read more about ASTS stock blasts to record high as space-based 5G vision gains ground
Meta and Amazon just declared war on OpenAI
Zuckerberg’s Llama + AWS alliance is targeting the next 30 unicorns, aiming to outmaneuver OpenAI before GPT-5 even drops.
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Supermicro (SMCI) flexes its new AI server, but BofA says it’s a trap
Supermicro just launched the industry’s most advanced server for AI and enterprise workloads, landed a fresh Nvidia-powered deal, and rallied on the news
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Coinbase (COIN) wants to be America’s WeChat, and Wall Street is buying in
Coinbase (COIN) just killed its old wallet and launched a Web3-powered “everything app” for creators, messaging, and payments, sending COIN to record highs
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Good news for Verizon (VZ): FAA says no thanks to Elon in high-stakes contract drama
Despite industry buzz and internal testing, the FAA is keeping Verizon (VZ) and L3Harris (LHAX) in the driver’s seat
Read more about Good news for Verizon (VZ): FAA says no thanks to Elon in high-stakes contract drama
$1.2 billion later, Joby (JOBY) is about to rule the skies
Backed by Toyota and Saudi megafunds, Joby Aviation is scaling up production with serious plans to dominate the eVTOL airspace
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BofA: Rigetti (RGTI) recent breakthrough could be ‘biggest revolution since fire’
BofA said that the blend of quantum computing and generative AI could create what it calls "Artificial Super Intelligence.”
Read more about BofA: Rigetti (RGTI) recent breakthrough could be ‘biggest revolution since fire’
Rivian (RIVN) needs 400K sales to survive, still miles off the mark
Guggenheim warns even bullish forecasts fall short of Rivian’s breakeven threshold, with risk now rising.
Read more about Rivian (RIVN) needs 400K sales to survive, still miles off the mark
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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