Stock Update
Wall Street bets AT&T (T) stock could be 2025's biggest turnaround
Analysts are piling on after a strong Q2 earnings beat and President Trump’s new tax law, which could deliver up to $8B in savings through 2027,
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This crypto stock wants to be the MicroStrategy of memecoins
Bit Origin (BTOG) just launched a Dogecoin treasury and wants to become the MicroStrategy of memecoins. But unlike Saylor’s legendary pivot to Bitcoin, this one hasn’t pumped the stock yet.
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Lyft wants to be the Shopify of self-driving cars
Lyft is not aiming to be just another robotaxi. It’s setting up the network everyone else will need.
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Oklo (OKLO) record run has analysts have second thoughts
Oklo (OKLO) surged to record highs on a pair of power deals with Liberty and Vertiv, but with no revenue yet and analyst targets already breached, there's little upside left
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'The end of an era for Intel'—AMD just took the server CPU crown
AMD has pulled ahead of Intel in the server CPU market for the first time, yet its share price is still 23% below all-time highs.
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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.
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Smart money is quietly piling into Nio (NIO) stock
Meet the institutional investors quietly accumulating shares of Chinese EV maker NIO
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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.
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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
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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.
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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
