Stock Update

Intel’s $8B CHIPS Act grant at risk after TrumpbBlasts CEO’s China ties

Trump is calling for Intel CEO Lip-Bu Tan’s immediate resignation, threatening the company’s turnaround and its $8B CHIPS Act funding
Read more about Intel’s $8B CHIPS Act grant at risk after TrumpbBlasts CEO’s China ties

SoundHound (SOUN) just made its boldest move yet

SoundHound is back in the headlines with a fresh deal, but it’s what the company didn’t say that has investors second-guessing the hype
Read more about SoundHound (SOUN) just made its boldest move yet

Rocket Lab’s next move could send the stock into orbit, Stifel says

With a NASA partnership in hand and its Neutron rocket on track for liftoff, Rocket Lab gained a fresh price target from Stifel suggests the rally isn’t over yet
Read more about Rocket Lab’s next move could send the stock into orbit, Stifel says

BofA says Hims & Hers could crash another 49%

Despite a 210% rally over the past year, Hims & Hers’ slowing business model is drawing fresh bearish calls
Read more about BofA says Hims & Hers could crash another 49%

GM declares rare earth independence and dumps China for U.S. supply chain

GM is shifting its magnet supply chain stateside, joining Trump’s push to end U.S. dependence on Chinese critical materials.
Read more about GM declares rare earth independence and dumps China for U.S. supply chain

Lockheed Martin (LMT) is sued by shareholders over billions in losses

Even as the largest U.S. defense contractor, Lockheed Martin (LMT) is learning that doing business with the federal government doesn’t make you bulletproof.
Read more about Lockheed Martin (LMT) is sued by shareholders over billions in losses

Should Warren Buffett cancel his retirement? Berkshire Hathaway (BRK) is in full-blown reputation crisis

Berkshire Hathaway hasn’t been the same since the Oracle of Omaha de facto retired
Read more about Should Warren Buffett cancel his retirement? Berkshire Hathaway (BRK) is in full-blown reputation crisis

IonQ stock just received a vote of confidence from this $2 trillion Big Tech titan

Amazon has quietly snapped up nearly $37 million in IonQ stock last quarter, signaling deep confidence in a quantum player already up 500% over the past year.
Read more about IonQ stock just received a vote of confidence from this $2 trillion Big Tech titan

UnitedHealth could be the most oversold stock on Wall Street

Mixed earnings sent UnitedHealth spiraling to 52-week lows, but under the wreckage lies a misunderstood growth engine that could rewrite the company’s future.
Read more about UnitedHealth could be the most oversold stock on Wall Street

CoreWeave’s (CRVW) $9B power grab hits wall — here's what happens next

Core Scientific’s biggest shareholders are threatening to block CoreWeave’s $9 billion takeover, demanding protections after CoreWeave’s stock plunged 30% since the deal was announced
Read more about CoreWeave’s (CRVW) $9B power grab hits wall — here's what happens next

Quantum Computing or quantum con? QUBT announces another questionable contract with U.S. government

Quantum Computing landed its first direct contract with the National Institute of Standards and Technology, but skeptics are calling it another PR stunt
Read more about Quantum Computing or quantum con? QUBT announces another questionable contract with U.S. government

SoundHound is dark horse of AI boom, say analysts

SoundHound (SOUN) may be flying under the radar now, but with 190 patents, surging revenues, and a voice AI platform that rivals Big Tech
Read more about SoundHound is dark horse of AI boom, say analysts

Joby and Archer are quietly building the "Big Three" of flying cars

Joby Aviation (JOBY) and Archer Aviation (ACHR) have soared triple digits in a year, but analysts say they’re not direct rivals.
Read more about Joby and Archer are quietly building the "Big Three" of flying cars

CommScope (COMM) is sleeper stock for Trump’s historic AI push

Amphenol is buying CommScope’s (COMM) Connectivity and Cable Solutions business for $10.5 billion, highlighting how critical networking infrastructure is to Trump’s AI initiative.
Read more about CommScope (COMM) is sleeper stock for Trump’s historic AI push

Yet another pivot? Joby Aviation (JOBY) now wants to be taxi for the richest 1%

Joby Aviation (JOBY) is buying Blade Air Mobility’s (BLDE) passenger business in a $125 million deal, giving it access to a wealthy customer base and luxury terminals in major U.S. cities.
Read more about Yet another pivot? Joby Aviation (JOBY) now wants to be taxi for the richest 1%

Intel’s (INTC) future may rest on Trump’s next move

Intel’s $18A chip ambitions are wobbling as CEO Lip-Bu Tan signals potential write-offs and warns the next-gen 14A program could be shelved entirely.
Read more about Intel’s (INTC) future may rest on Trump’s next move

Nio (NIO) stock is heating up — here’s what could send it higher

With July deliveries surging, strong early demand for its new SUV, and big-money investors quietly piling in, Nio (NIO) could be setting up for its next big move.
Read more about Nio (NIO) stock is heating up — here’s what could send it higher

Novo Nordisk (NVO) bears ignore the drugmaker’s real power play

NVO stock is in meltdown mode, but Novo still owns insulin and controls half of the $150B weight-loss drug market.
Read more about Novo Nordisk (NVO) bears ignore the drugmaker’s real power play