Stock Update
Micron (MU) stock may be Wall Street’s next big chip winner
Despite a sector-wide warning from Goldman Sachs, analysts say Micron’s next-gen chips and AI graphics memory position it to outperform peers amid supply concerns.
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Sarepta (SRPT) stock just set the worst precedent in biotech history
Sarepta Therapeutics (SRPT) is playing a dangerous game, not just with regulators, but with the future of gene therapy itself
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The FedEx of Space? Intuitive Machines (LUNR) real play is shipping space-made goods
Intuitive Machines (LUNR) is entering the space race that could kill China’s chip dominance
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Nvidia Is now worth more than all small-cap stocks combined
The deepening divide between Big Tech and small-cap stocks reveals a market increasingly dominated by a few mega-cap giants
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Forget Drivers. Uber is building fleet of 20,000 autonomous EVs
The ride-hailing giant is investing $300 million in Lucid as it targets 20,000 autonomous EVs over six years.
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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
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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
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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
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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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