Technology
This Palantir-Linked Drone Stock Is Falling. But Wall Street Is Feeling Good About Its Prospects.
Palantir-partner Ondas Holdings has significant upside compared with current trading levels, according to recent analyst notes following fourth-quarter earnings.
3 minute read
Tesla Stock Used to Get a Boost From Higher Oil Prices. Not Anymore.
Tesla stock rose the first three days of this week. Shares are trying to snap a five-week losing streak.
2 minute read
The Odds of Elon Musk Becoming a Trillionaire Are Higher Than You Think
Prediction market Kalshi is giving Elon Musk high odds of becoming the world’s first trillionaire as SpaceX and Tesla drive his net worth higher.
2 minute read
Software Stocks Fall, Hardware Falls Harder. What to Know in the Stock Market’s AI Era.
Wall Street analysts and corporate executives increasingly say investors need to get more specific about their software stock picks.
2 minute read
Why TurboQuant Hammered Memory Stocks—and Why ‘Jevons’ Paradox’ Means the Market Might Be Wrong
Micron Technology and Sandisk stocks have been dented and TurboQuant could be one of the reasons.
3 minute read
For Micron Stock, It’s Different This Time
Investors have a fickle relationship with Micron after repeatedly getting burned by the cyclical memory business. Maybe not this time.
4 minute read
Meta, Google Stock Drop. They’re Facing a ‘Big Tobacco’ Moment.
The two stocks were down big after a landmark legal decision on social-media addiction. Tobacco settlements set a troubling example.
3 minute read
This Security Stock Is a ‘Clear’ Beneficiary of Airport Chaos. There’s More to the Growth Story.
D.A. Davidson reiterates a Buy rating on Clear Secure, arguing airport disruptions will spur member growth.
3 minute read
Iran War Put Stock Purchases on Ice for Many. Nvidia Still Leads.
A new report finds that purchases of single stocks by individuals are down sharply since the war started.
2 minute read
Arm Stock Upgraded After Move from Blueprints to Silicon. A ‘Credible AI Play’ Is Born.
Needham analysts believe Meta’s endorsement of the upcoming CPU from Arm Holdings gives it “much-needed credibility.”
3 minute read
Crypto-Backed Group Reveals First Midterm Targets. Why It Matters for Coinbase.
Stand With Crypto, backed by Coinbase Global, is stepping up its political push as lawmakers debate rules for the crypto industry.
2 minute read
Super Micro Faces a Securities Fraud Lawsuit. The Stock Market Is Taking It Seriously.
The complaint alleges Super Micro Computer failed to disclose sales of servers to Chinese companies in violation of export-control laws.
2 minute read
Uber Is Bringing Robo-Taxis to Europe. Why the Stock Is Down.
Investors should brace themselves for an explosion in the number of robo-taxis on roads around the globe.
2 minute read
Waymo Is Scaling Faster Than Expected. Why It’s Bullish for Alphabet Stock.
Waymo’s rapid expansion in robo-taxis is strengthening the case for Alphabet stock, according to Morgan Stanley.
2 minute read
Cathie Wood’s Ark Dumped More Meta Stock—and Loaded Up on Another AI Stock Instead
Meta was in focus for a number of reasons and Cathie Wood's ARK took the opportunity to sell the stock.
2 minute read
Nvidia, Trump Jr. Have Backed This AI Start-Up. It Could be the U.S. Answer to China’s Threat.
Nvidia is funding an ecosystem of U.S. artificial-intelligence models to counter Chinese AI companies like DeepSeek.
2 minute read
Microsoft Stock Tracking Worst 6-Month Stretch Since 2009
UBS analysts cut their price target on the stock, citing some concerns about the growth of its 365 Copilot product, though Microsoft cited “very good” usage in the second quarter.
3 minute read
The SpaceX IPO Is Coming. Cathie Wood’s Ark Venture and More Funds to Get in on the Action.
SpaceX is reportedly looking to file for an initial public offering. Funds that own private stakes are soaring. But buyer beware.
3 minute read
Quantum Computing Is on Its Way to Transforming Science. Inside IBM’s Latest Breakthrough.
IBM teams up with researchers to show a quantum processor’s capabilities in materials modeling.
2 minute read
Iran Has Distracted From the Mag 7 Woes. Why the Slump Is a Good Thing for Stock Markets.
Meta, YouTube ordered to pay damages, Microsoft stock off to worst three-month start to a year, Iran war puts spotlight on Taiwan risks, and more news to start your day.
Long Read
NASA $20 Billion Moon Base and Artemis Launch Is Big Business for These Stocks
NASA’s Artemis II mission is nearing launch as the agency pauses its Gateway project, sending shares of Intuitive Machines, Rocket Lab, and other space stocks moving.
2 minute read
Arm, Intel, AMD, Firefly Aerospace, Robinhood, JD.com, Sarepta, and More Stock Market Movers
Arm Holdings stock jumps after the semiconductor company says it will make its own data-center CPU.
3 minute read
Meta and Google Lose Bellwether Social Media Trial
A state court jury in Los Angeles awarded $3 million to a woman who said addictive design in social media apps caused her mental health to spiral downwards as a child.
3 minute read
Constellation Energy Stock Is Down Amid Iran War. Why This Analyst Sees 30% Upside.
Morgan Stanley analysts resumed coverage with an Overweight rating and a $385 price target on the stock.
2 minute read
Trump’s Golden Dome ‘Could Be Worth Billions’ To Palantir—The Stock Still Hasn’t Cleared Resistance
Palantir stock remains below a key level of resistance even as analysts estimate President Donald Trump’s Golden Dome project could be worth billions in revenue for the company.
2 minute read
