Stock Update

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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Figma (FIG) stock crash signals IPO market is broken

Figma’s (FIG) July 31 IPO was one of the hottest debuts in years, but it didn't last long.
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Target’s lost decade? Why TGT stock keeps falling behind

Target stock is down 31% this year and 27% over the past five years, awfully trailing Costco and the S&P 500.
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HIMS: Wall Street’s most hated stock could soon pop for this reason

Short-sellers are piling into Hims & Hers (HIMS) even as the telehealth company clears legal hurdles and flashes fresh growth signals, stirring speculations that a short squeeze may be brewing.
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ARM stock is priced like Nvidia but grows like Intel

Once hailed as a cornerstone of the AI boom, Arm Holdings now faces a wave of analyst downgrades over an unreasonable valuation
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EV demand is actually booming, just not for Tesla (TSLA)

India isn’t Tesla’s only headache. In Europe, where EV adoption continues to grow, Tesla's market share is slipping fast.
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Costco (COST) stock historic run hits a tall, thick wall — here's why

Costco (COST) has pulled off a historic run, one that has analysts asking: how much higher can it really go?
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Pfizer’s CEO plays Trump’s game but Wall Street couldn't care less

If there’s one sure way to stay in President Trump’s good graces, it’s a healthy dose of flattery. And Pfizer knows that...
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Here's the real (weird) reason Rocket Lab (RKLB) stock crashed

A short report from Bleeker Street Research suddenly resurfaced on social media. The odd part is that the report was published back in February.
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Apple is the Nokia of the AI age, analysts warn

Things are going from bad to worse for Apple (AAPL) in the AI arms race.
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IBM: Enterprise AI juggernaut or just a ’90s nostalgia trade?

IBM (IBM) may not be an AI rocket ship like Nvidia (NVDA) or OpenAI, but it has carved out a steady, enterprise-focused niche in artificial intelligence.
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Dell stock crowned Wall Street’s new AI juggernaut

Analysts are racing to slap higher price targets on the Dell stock as it cements itself as one of the most powerful players in the AI server market.
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Trump’s FTC chief to Big Tech: Don’t bow to EU censorship rules

Federal Trade Commission Chairman Andrew Ferguson fired off a letter to 13 of America’s biggest tech companies, including Meta (META), Apple (AAPL), Alphabet (GOOG), Amazon (AMZN), and Microsoft (MSFT)
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SoundHound's AI voice assistant hits Jeeps, analysts call it $35B revolution

SoundHound (SOUN) just notched another milestone in its partnership with Stellantis (STLA), announcing that its generative AI-powered voice assistant is now live in select Jeep vehicles
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Broadcom’s $1.4 trillion secret weapon in the AI arms race

Broadcom (AVGO) has long been considered a backbone of the AI boom, but analysts argue its importance has been “underappreciated” compared with the spotlight on Nvidia (NVDA).
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Tesla's Europe nightmare has begun

Tesla (TSLA) sales continue to tumble in Europe, one of the world’s most EV-friendly regions with strict mandates and environmentally conscious consumers.
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