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
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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
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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
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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
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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.
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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.
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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
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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.
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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.
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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
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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
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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
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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.
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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.
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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.
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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.
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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.
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