Stock Update
Cava's 'next Chipotle' dreams face a harsh reality check
Fast-casual chain Cava (CAVA) rose to prominence on hype that it could become the “Mediterranean Chipotle.” Those analogies have faded since
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D-Wave (QBTS) crowned quantum pioneer, but can it ever make money?
As one of the few pure-play quantum small caps, Canadian startup D-Wave (QBTS) has become a go-to speculative bet on the sector
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Wall Street's top analyst calls CrowdStrike ‘gold standard’ of cybersecurity
Wedbush analyst Dan Ives — one of the Street’s most influential tech voices — recently added CrowdStrike to his “IVES AI Revolution 30” list
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Serve Robotics wins bullish call from one of Wall Street’s most influential analysts
Autonomous delivery startup Serve Robotics (SERV), which positions itself as “the future of self-driving delivery,” is starting to get Wall Street’s attention.
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Wall Street bets on robot takeover with Serve Robotics (SERV) at the forefront
Autonomous delivery startup Serve Robotics (SERV), which brands itself as “the future of self-driving delivery,” may see that future arrive sooner than expected.
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IBM and AMD plot quantum supercomputer that could kill Nvidia’s AI monopoly
IBM (IBM) announced this week that it is teaming up with AMD (AMD) to develop next-generation computing architectures
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“Narrow breadth”? No problem. Goldman Sachs bets big on another S&P 500 rally
Despite overvaluation risks and narrow market breadth, Goldman sees rate cuts and the Magnificent 7 driving the index to 6,900 within a year
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Uber doubles revenue with flat headcount, but at what cost to drivers?
Uber’s revenues are soaring past $50 billion and its stock is up 60% in 2025, yet critics say the company’s gig workers are footing the bill as earnings lag under new pricing models
Read more about Uber doubles revenue with flat headcount, but at what cost to drivers?
SoundHound stock breaks out, but Taco Bell’s voice AI warning may be the canary in the coal mine
Taco Bell’s second thoughts on drive-thru AI highlight cracks in the fast-food adoption story for SOUN stock
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Federal investigation into UnitedHealth is much worse than previously thought
As it turns out, the DOJ criminal division’s scrutiny into the company’s corporate practices is not just limited to its handling of the Medicare program
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Needham analyst: Rivian's affordable SUV could be a game-changer for RIVN stock
There's “strong RIVN brand awareness, limited negative perception and encouraging purchase intent, positioning RIVN favorably to capture share as the R2 enters the mid-size SUV segment.”
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Smart exit or AI fire sale? Tempus AI buys Paige for $81M after raising $241M
Paige was founded in 2017 and deployed the first FDA-approved AI application in pathology, which allows researchers and pathologists to better detect cancer.
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GE Vernova’s (GEV) turbines, not chips, could be the real AI infrastructure play
GE Vernova (GEV) stock has quietly outpaced the AI rally with gas turbines and nuclear power, but questions about valuation risk are growing louder
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Jensen Huang’s AI prediction is more bullish for NBIS stock than Nvidia
As Nvidia signals a $4 trillion AI infrastructure wave, Nebius is emerging as the stealth cloud player riding the inference boom — with growth that’s already eclipsing the chip giant.
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Rare buying opportunity in oil and energy stocks? Bearish oil bets hit 25-year high
Bearish bets on U.S. crude are at a historic high, signaling potentially overblown expectations of a steep drop in energy prices. But not everyone is buying the doom narrative.
Read more about Rare buying opportunity in oil and energy stocks? Bearish oil bets hit 25-year high
‘This isn’t capitalism. It’s something else entirely’ — Intel’s deal comes at shareholders’ expense, analysts warn
Trump's plan to take a direct equity stake in Intel (INTC) may sound like a powerful vote of confidence, but it carries big dilution risks for shareholders
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Here's why this earnings season looks too good to be true
Analysts slashed forecasts so much this spring that companies had an easy time clearing them, raising the risk that today’s “surprise strength” could be tomorrow’s disappointment.
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DJT stock just pulled a MicroStrategy move, but with a token you’ve barely heard of
Trump Media unveiled a massive new treasury strategy that's moved both its stock and the whole digital asset market
Read more about DJT stock just pulled a MicroStrategy move, but with a token you’ve barely heard of
