Stock Update
Cloudflare vs. Google: The fight to rewrite internet rules has begun
Cloudflare just took the lead to make the internet work in the AI era, but Google has a plan of its own
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Bitcoin rich, cash poor? Mara (MARA) taps Wall Street to fund BTC binge
Mara (MARA) is raising 850M to double down on bitcoin, but with shrinking mining margins and dilution fears mounting, the Street is split on whether it’s bold or just reckless.
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Oracle’s $30B AI power move sends Bloom Energy (BE) stock into overdrive
Bloom Energy (BE) surged 23% after announcing a data center power deal with Oracle tied to a $30B AI contract, but BofA analysts say the company still needs to prove it can scale beyond pilot projects.
Read more about Oracle’s $30B AI power move sends Bloom Energy (BE) stock into overdrive
Smart money is quietly piling into Nio (NIO) stock
Meet the institutional investors quietly accumulating shares of Chinese EV maker NIO
Read more about Smart money is quietly piling into Nio (NIO) stock
Hims & Hers (HIMS) just hit a 52-week low in the App Store
One analyst flagged a key red flag. As of July 21, the Hims & Hers mobile app hit a 52-week low in App Store rankings.
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Healthcare stocks are in their "biggest crash in the last 20 years," says analyst
As the stock market hits new highs, healthcare stocks are crashing, dragged down by drug price crackdowns, policy shocks, and record investor exodus.
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D-Wave (QBTS) just gave Wall Street reason to take quantum seriously
D-Wave Quantum (QBTS) stock is on a tear after releasing a study showing that business leaders are increasingly betting on quantum computing.
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Oklo’s nuclear dream just plugged into Trump’s $92B AI gold rush
On the same day President Trump unveiled his administration’s sweeping “AI Action Plan,” Oklo (OKLO) and Liberty Energy (LBRT) dropped a headline-grabbing deal of their own.
Read more about Oklo’s nuclear dream just plugged into Trump’s $92B AI gold rush
One big beautiful loophole? AT&T credits Trump for billions in “new” savings that aren’t new
Charles Schwab’s Liz Ann Sonders says these aren’t new savings and just an extension of the Trump-era tax cuts from 2017
Read more about One big beautiful loophole? AT&T credits Trump for billions in “new” savings that aren’t new
UNH stock nears 5-year breakdown, bus Wall Street remains bullish for one reason
While the S&P 500 powers to new all-time highs, UnitedHealth Group (UNH) is heading in the opposite direction.
Read more about UNH stock nears 5-year breakdown, bus Wall Street remains bullish for one reason
Boeing stock back, but it still can't shake off ghosts of 737 MAX
Boeing (BA) has quietly surged 33% YTD on delivery strength and improving cash flow, but its safety scars still weigh heavily on its comeback story
Read more about Boeing stock back, but it still can't shake off ghosts of 737 MAX
Ironically, Lucid’s (LCID) biggest boost comes from Tesla
Lucid (LCID) surged 11% after confirming access to Tesla’s vast Supercharger network, a twist of irony for a company built on poaching Tesla drivers.
Read more about Ironically, Lucid’s (LCID) biggest boost comes from Tesla
Rumors are the new earnings — Cipher Mining (CIFR) soars on whispers of a Meta deal
Cipher Mining (CIFR) didn’t issue a press release. It didn’t report earnings. It didn’t even post on social media. And yet, its stock jumped more than 13% on Tuesday.
Read more about Rumors are the new earnings — Cipher Mining (CIFR) soars on whispers of a Meta deal
Meme stock 2.0—Kohl's (KSS) stock is a wild bet on real rstate arbitrage
Kohl's rockets on wild Reddit theory: “It’s a real estate company in disguise”
Read more about Meme stock 2.0—Kohl's (KSS) stock is a wild bet on real rstate arbitrage
IonQ (IONQ) is quietly leading the most important tech race of the decade
A rival’s breakthrough sent IONQ stock soaring, as investors bet that quantum milestones will accelerate the path to commercialization.
Read more about IonQ (IONQ) is quietly leading the most important tech race of the decade
Betting against GOOG stock? That’s what they said about Microsoft in 2013
Alphabet is doubling down on AI in a comeback reminiscent of Microsoft’s transformation in the 2010s.
Read more about Betting against GOOG stock? That’s what they said about Microsoft in 2013
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.
Read more about Micron (MU) stock may be Wall Street’s next big chip winner
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
Read more about Sarepta (SRPT) stock just set the worst precedent in biotech history
