Stock Update
Nuclear moonshot? Wall Street is betting big on Oklo (OKLO) stock
Tiny reactor, massive ambition. Oklo (OKLO) stock aims for 2027 liftoff
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UnitedHealth crumbles as fraud scandal, earnings collapse wipe out $250B
Once a Wall Street darling, UnitedHealth (UNH) is now reeling from billing fraud allegations, a DOJ investigation, and a disastrous Q1 earnings miss
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IBM outshines Mag 7 as 100-year-old giant reinvents itself with AI
IBM (IBM) just proved age is no obstacle to innovation, surging past every Mag 7 stock this year with a record-breaking run fueled by enterprise AI momentum
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ASTS stock blasts to record high as space-based 5G vision gains ground
AST SpaceMobile (ASTS) is up 282% over the past year and climbing fast, as Wall Street starts to wake up to its game-changing telecom model
Read more about ASTS stock blasts to record high as space-based 5G vision gains ground
Meta and Amazon just declared war on OpenAI
Zuckerberg’s Llama + AWS alliance is targeting the next 30 unicorns, aiming to outmaneuver OpenAI before GPT-5 even drops.
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Supermicro (SMCI) flexes its new AI server, but BofA says it’s a trap
Supermicro just launched the industry’s most advanced server for AI and enterprise workloads, landed a fresh Nvidia-powered deal, and rallied on the news
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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
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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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