Stock Update
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
Read more about Coinbase (COIN) wants to be America’s WeChat, and Wall Street is buying in
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
Read more about $1.2 billion later, Joby (JOBY) is about to rule the skies
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)
Read more about Target (TGT) tries to reinvent itself after $12B in market cap wipeout
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
Read more about Archer Aviation (ACHR) isn’t building flying taxis. It’s building battlefield drones
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
Read more about UMAC, RCAT stocks go parabolic as Trump declares drone manufacturing national priority
“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.
Read more about MP Materials (MP) goes to war as Defense Department invests $400M to cut out China
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
Read more about Intel (INTC) may kill its flagship chip after billion-dollar investment
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
Read more about Lucid sets world record for longest drive on a single charge, but there's a catch
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”
Read more about GE Vernova could be on the cusp of building the first SMR in the U.S.
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
Read more about Here's reason Super Micro (SMCI) stock crashed despite analyst upgrades
