Nvidia (NVDA) Stock: Piper Sandler Picks Chip Maker as Best Data Center Play for...
TLDR Piper Sandler rates Nvidia top data center investment with $225 price target Vera Rubin AI platform in production with H2 202...
Micron and Samsung Deplete Inventory as AI Creates Consumer Memory Shortage
TLDR Computer memory prices set to rise 50-55% in Q1 2026 compared to previous quarter due to AI server demand Major suppliers Mic...
SB Energy Stock: Company Gets $1 Billion from OpenAI and SoftBank for AI Data Ce...
TLDR SB Energy receives $1 billion investment split equally between OpenAI and SoftBank at $500 million each The funding supports...
Tesla (TSLA) Stock: Billionaire Fund Manager Exits Palantir, Loads Up on Tesla
TLDR Millennium Management sold 91% of Palantir holdings, added 311,000 Tesla shares in Q3. Palantir trades at 110x sales vs AppLo...
Oracle (ORCL) Stock: Burry Takes Short Position on Database Company
TLDR Michael Burry owns put options on Oracle and shorted the stock in recent months Oracle shares fell 40% from September peak af...
Palantir (PLTR) Stock Gains as Citi Upgrades to Buy on AI and Defense Contracts
TLDR Citi Research upgraded Palantir Technologies (PLTR) to Buy from Neutral with a price target raised to $235 from $210 Palantir...
Oklo Stock Jumps as Meta Platforms Prepays for Ohio Nuclear Project Energy
TLDR Oklo stock rose 8% Friday after Meta Platforms agreed to prepay for energy from Ohio nuclear project Meta funding helps Oklo...
NovaBay Pharmaceuticals (NBY) Stock: Why Shares Exploded 103% on Friday
TLDR NovaBay Pharmaceuticals stock surged 103% Friday, closing at $19.16 with 10 million shares traded. The company sold Avenova t...
Eli Lilly (LLY) Stock: Pharma Giant Eyes €15 Billion French Buyout
TLDR Eli Lilly preparing €15 billion acquisition offer for French biotech Abivax, awaiting French Finance Ministry guidance Tirzep...
IREN Stock: Bernstein Names Top AI Pick Despite Earnings Miss
TLDR Nineteen analysts rate IREN “Moderate Buy” with a $67.64 average price target, 47% above the current $46.03 price. Q1 fiscal...