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SpaceX (SPCX) stock fell 10.6% despite announcing a $6.3B compute deal with Reflection AI for Nvidia GB300 chips starting July 2026 at Colossus 2.
ASML stock dropped 7.82% amid U.S. export control allegations and proposed legislation blocking DUV lithography sales to China, a key revenue source.
Kalshi challenges Illinois licensing law for prediction markets, claiming federal CFTC authority preempts state regulations ahead of July 1 enforcement.
ARK Invest sold $44M in Roku while buying Palantir, Amazon, Tesla, Alphabet, CoreWeave & Cerebras. Full breakdown of Cathie Wood’s latest trades.
TLDR BlackRock recommends allocating 1%–2% of portfolios to Bitcoin. The firm describes Bitcoin as a complementary portfolio diversifier. Michael Gates…
Strategy (MSTR) stock plunged below $100 as Bitcoin fell to $60,935. Peter Schiff warns Saylor may need to liquidate BTC holdings to cover obligations.
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Rocket Lab (RKLB) stock dropped 6.34% after unveiling a $3B equity program. Q1 revenue hit $200M, beating estimates. Analyst targets remain bullish.
TLDR K33 said rolling one-year bitcoin investment vehicle flows turned negative for the first time…
OpenAI and Broadcom (AVGO) debut Jalapeño AI chip with 50% cost savings vs. Nvidia (NVDA) GPUs. AVGO stock rises 2% on news. Deployment set for end of 2026.
Marvell (MRVL) stock surged 247% in 2026 on strong AI chip demand. Q1 beat estimates, fiscal 2027 outlook targets $11.5B revenue. Is there more upside?
Natera (NTRA) stock rose 7.67% after Japan approved Signatera for colorectal cancer MRD testing, marking the country’s first authorized test of its kind.
Bloom Energy (BE) stock declined 13% following Chevron-Microsoft gas turbine partnership and $17.5B U.S. nuclear financing amid AI data center competition.
Constellation Energy (CEG) stock analysis reveals 44% potential upside per DCF model. Walmart’s first nuclear deal adds to bullish case despite YTD losses.
Nokia (NOK) stock gained 1.88% after announcing partnerships with Databricks for autonomous networks and expanding its AWS collaboration on the same day.
Etsy (ETSY) stock surges to 52-week high of $76.56, up 40% annually. Analysts bullish after Q1 beat, raised GMS outlook, and planned Depop sale.
TLDR Binance says it remains committed to Europe despite reports of a possible Greek MiCA…
Eli Lilly completes $7.8B acquisition of Centessa (CNTA) at $38/share. Stock surged 183% before delisting. Full leadership transition completed.
Nvidia (NVDA) holds above $200 with 48 Buy ratings and a $305 target. Forward P/E at 19.34x sits below the S&P 500 average despite 85% revenue growth.
Finance News
View MoreMicron earnings and SK Hynix’s $29B U.S. listing plan drove semiconductor stocks higher today. Full recap of AI-focused market action on Wall Street.
SpaceX (SPCX) stock fell 10.6% despite announcing a $6.3B compute deal with Reflection AI for Nvidia GB300 chips starting July 2026 at Colossus 2.
ASML stock dropped 7.82% amid U.S. export control allegations and proposed legislation blocking DUV lithography sales to China, a key revenue source.
Kalshi challenges Illinois licensing law for prediction markets, claiming federal CFTC authority preempts state regulations ahead of July 1 enforcement.
ARK Invest sold $44M in Roku while buying Palantir, Amazon, Tesla, Alphabet, CoreWeave & Cerebras. Full breakdown of Cathie Wood’s latest trades.
Strategy (MSTR) stock plunged below $100 as Bitcoin fell to $60,935. Peter Schiff warns Saylor may need to liquidate BTC holdings to cover obligations.
Uber (UBER) stock surges 8.66% to $75.70 as Uber Eats expands with five new retail partners including Kiehl’s, FedEx Office, and Academy Sports.
IBM (IBM) stock slipped 0.64% after unveiling cybersecurity partnership with Palo Alto Networks and Red Hat combining Virtual Patching with Project Lightwell.
TLDR Standard Chartered identified Aave as a potential beneficiary of growing tokenized asset activity in…
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