Cruise stocks are surging together while the broader market barely budges, but one operator has lost 30% this year and a single strong session only scratches the surface of that deficit.
AI networking demand is lifting Arista Networks (NYSE:ANET | ANET Price Prediction), Cisco Systems (NASDAQ:CSCO) and Ciena (NYSE:CIEN), with shares of the optical supplier pulling far ahead of the two switching vendors.…
A Pennsylvania data center announcement just sent one fuel cell stock soaring while leaving its closest rivals almost completely cold, and the reason behind that split reveals something important about how this…
Alphabet‘s (NASDAQ:GOOGL | GOOGL Price Prediction) Google is paying to get more output from nuclear reactors that already run. Stocks rallying hardest on the news belong to companies whose reactors don’t exist…
Morgan Stanley’s case that Wall Street is underpricing the compute side of SpaceX (NASDAQ:SPCX | SPCX Price Prediction) is lifting the whole commercial space group, and the biggest gains are showing up…
A hyperscaler just committed two decades of demand. That demand is for firm, around-the-clock nuclear power, and the merchant nuclear group is repricing around that signal, led by Constellation Energy (NASDAQ:CEG |…
A plague headline out of Siberia lifted vaccine stocks, and the agencies closest to the case have since described the risk as low. That reversal in sentiment lands hardest on Novavax (NASDAQ:NVAX),…
Clearing known share supply can lift a stock quickly. Applied Optoelectronics (NASDAQ:AAOI) is showing how after completing its $600 million at-the-market equity program. Applied Optoelectronics stock is at $128.95, up 6% in…
Wall Street has never been this bullish on S&P 500 stocks, and that near-unanimous optimism may be exactly what puts SPY holders at risk heading into earnings season.
Government backing in Washington and Tokyo, plus a completed carrier test in Canada, has handed AST SpaceMobile (NASDAQ:ASTS) two distribution wins that are lifting space stocks broadly. ASTS stock is at $60.14,…
Wall Street now sells a fund built around one number: 10,000 on the S&P 500 by 2030. On Monday, Bloomberg’s ETF IQ gave the Roundhill S&P 500 Target 10,000 2030 ETF (CBOE:…
One concentrated stock position can build a fortune, but when that same stock is half your net worth, a single bad quarter carries a very different kind of weight. Here is how…
Sanofi just handed Novavax a commercial lifeline for the fall vaccination season, and the stock is reacting in a way that leaves Moderna and BioNTech looking like bystanders. The real question is…
Shares of Moderna (NASDAQ:MRNA | MRNA Price Prediction) are trading as though the company’s messenger RNA (mRNA) cancer vaccine has already cleared its final test, even though the complete Phase 3 dataset…
A maintained Buy rating from Northland Securities has done little to steady Gorilla Technology Group (NASDAQ:GRRR) stock, and the tension between that bullish research view and the selling is the story worth…
