Stock Update
‘Deeply concerned’—Shareholders are pushing to restructure Beyond (BYON)
From bankrupt meme-stock to blockchain contender, Beyond (BYON) has skyrocketed 109% this year, but activist investors warn a $400M blockchain fortune is still locked away
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Hedge funds dump tech stock at the fastest pace in a year
Hedge funds and retail investors are dumping tech stocks, raising fresh fears that the S&P 500’s record-breaking rally could be running on fumes.”
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AMD bets big on American-made chips ahead of Trump’s tariff push
The American-made chip boom is underway, with tariffs, sold-out U.S. fabs, and a historic push to bring semiconductor power back home.
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‘Stop being stingy with guac’ — Why Chipotle stock suffered worst drop in nearly eight years
Chipotle has long faced criticism for a poor dining experience and stingy portion sizes, particularly when it comes to guac and steak.
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Historic stock market rally raises bubble fears as economists admit ‘nobody knows’
The S&P 500’s 31% historic surge to record highs has analysts saying “nobody knows” why stocks are rising
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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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