Stock Update

Schwab: Retail investors can’t get enough of Nvidia or Palantir

Nvidia is by far the biggest winner among retail investors, according to the Schwab Trading Activity Index
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Polestar’s management has ‘cast doubt’ on EV automaker’s ability to stay in business

The industry is at a tipping point where the winners and losers will be decided in the coming years
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Hailing Joby's air taxi through Uber? Might be possible as soon as next year

Joby Aviation (JOBY) appears determined to strike while the iron is hot and grab market share wherever it can
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Is Boeing dead cat bounce or sustained rally? Hedge funds short, analysts turn bearish

Hedge funds are ramping up short bets on Boeing even as analysts and airline executives see signs the planemaker is finally turning the corner.
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‘Nebius story is one of a kind’—Here's why NBIS is skyrocketing

AI cloud startup Nebius Group (NBIS) jumped nearly 50% on Tuesday after announcing a massive deal to deliver dedicated GPU capacity to Microsoft (MSFT) at its new data center in New Jersey
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Wolfspeed expects to emerge from bankruptcy in coming weeks as court approves restructuring


“Nvidia is no longer the only choice,” as AVGO steals the spotlight from NVDA stock


Honeywell International (HON) breakout? Nvidia’s Huang bets big on quantum

Once the biggest critic, Nvidia (NVDA) CEO Jensen Huang seemed to be having a change of heart about quantum computing when he declared in June that it had reached an “inflection point” with commercial viability.
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Qualcomm and Google team up on agentic AI solutions for automakers

Qualcomm Technologies’ (QCOM) aggressive push into the automotive space continues
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Rivian’s sneaky bet on smart charging to power EV savings

The automaker is rolling out a software update to cut energy costs for drivers, even as its premium price tags raise questions about long-term affordability.
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Trump’s trade war dream collides with reality as semiconductor jobs disappear

Once billed as the crown jewel of America’s manufacturing revival, semiconductors are now shedding jobs, weighed down by overcapacity, tariffs, and China’s retaliation.
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“It’s white-collar and blue-collar recession,” economists warn after jobs flop

Both white-collar and blue-collar workers are now feeling the pinch, raising fears of an "all-hands"recession
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OKLO stock's nuclear dreams move beyond Sci-Fi, but there’s a catch

Investors are piling into the $10 billion startup promising to turn waste into fuel, but with no revenue and regulatory hurdles ahead, its future may be more fantasy than fusion.
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‘Hail Mary pass’: There are growing doubts about Washington's ability to revive Intel (INTC)

Frank Downing, director of research for AI & Cloud at Ark Invest, says the government’s involvement won't be enough bring Intel (INTC) stock back to life
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Tesla unlikely competitor? Qualcomm (QCOM) stock to bring automated driving to BMW cars

Qualcomm Technologies (QCOM) is partnering with BMW Group to launch their new Snapdragon Ride Pilot, an automated driving (AD) system that the two companies spent three years developing together.
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Oklo will be first in U.S. to turn nuclear waste into fuel

Oklo Inc. (OKLO) announced last week its plans for a $1.68-billion facility in Tennessee that will convert nuclear waste into fuel – a first-of-its-kind operation in the U.S.
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'Transformational moment' — NuScale's (SMR) historic 6 GW nuclear deal sets stage for U.S. energy disruption

NuScale Power Corporation (SMR) is joining forces with ENTRA1 Energy and the Tennessee Valley Authority (TVA) on a landmark project that will deliver 6 gigawatts of small modular reactor (SMR) capacity across the TVA region.
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Forget hybrid cars. GE Aerospace (GE) stock bets $300M on hybrid planes

GE Aerospace (GE) is making a $300 million bet on Vermont-based BETA Technologies to push hybrid-electric aviation closer to reality.
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