Rivian Drops 10% on 75 Million Share Offering — But Its Q2 Revenue Beat Tells a Bigger Story

Rivian Automotive shares fell more than 10% in premarket trading on Tuesday after the electric vehicle maker announced a public offering of 75 million shares of Class A common stock. The move erased a significant chunk of Monday's 8.1% gain, which itself followed a 19% surge the prior week. Based on Monday's closing price of $20.14, the offering is set to raise roughly $1.51 billion in gross proceeds. Underwriters were also granted a 30-day option to buy an additional 11.25 ...
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SpaceX Gets an $800 Price Target — Here’s What Wall Street’s New Ratings Mean for Investors

SpaceX just received its first wave of Wall Street analyst coverage since its IPO, and the verdict is overwhelmingly bullish. Raymond James led the pack with a Strong Buy rating and an $800 price target — implying roughly 399% upside from Monday's close of $160.42. As of Tuesday morning, two-thirds of analysts covering SpaceX already carry a Buy or Strong Buy rating, according to LSEG data. The surge in coverage came as the mandatory 25-day quiet period following the SpaceX ...
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The Magnificent 7 Are Looking More Like the Lagging 7

Here's a plot twist nobody saw coming: the companies that were supposed to dominate the AI revolution are getting left in the dust by the companies that actually *make* the chips. Yeah, you read that right. Q2 was absolutely bonkers for the stock market. We're talking best quarter since 2020, semiconductors had their best quarter *ever*, and everyone was basically printing money. But if you looked closer—like, actually paid attention instead of just scrolling past the headlines—you'd notice something weird happening ...
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The Market Never Sleeps (And Nasdaq Wants to Prove It)

Here's a wild idea: what if you could trade stocks at 3 AM on a Tuesday? Nasdaq thinks that's not just possible—it's inevitable. The exchange just announced it's filing papers with the SEC to go full 24/5 trading, meaning the market would be open around the clock, Monday through Friday. Currently, if you want to trade on Nasdaq, you've got a pretty tight window: 9:30 AM to 4 PM ET. That's it. But Nasdaq President Tal Cohen is basically saying, "Why ...
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Why Micron’s Memory Deals Are Changing the Game (And What It Means for Your Portfolio)

For decades, memory stocks have been the ultimate boom-and-bust play. Demand spikes, companies build capacity, supply floods the market, prices crater, and everyone loses money. Rinse and repeat. It's been as predictable as a bad Netflix sequel. But Micron's latest earnings just threw a wrench in that playbook. Here's the thing: Micron didn't just post killer numbers (revenue up from $9.3B to $41.5B year-over-year—yeah, you read that right). The real story was buried in the fine print: 16 long-term strategic customer agreements ...
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Moderna Is Staging a Quiet Comeback — And Its Cancer Vaccine Pipeline Could Be a Game-Changer

Moderna (MRNA) spent four years as Wall Street's most hated biotech — the stock shed 94% between 2021 and 2025 as Covid vaccine demand dried up and mRNA technology became politically radioactive. But something has quietly shifted. In June, FDA advisors unanimously backed Moderna's mRNA flu vaccine, capping a 20% stock rally. At the same time, institutional buying flows in Moderna have moved from "C-grade" to "B-grade" in quantitative tracking models that monitor smart money movement. The political headwinds that ...
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Wall Street Has Given Up on Alphabet — That’s Exactly Why It May Be a Buy Now

Alphabet (GOOGL) has become one of the most quietly unloved large-cap stocks on the market. Shares are down roughly 10% from their mid-May peak, the company's Gemini AI model has slipped to fifth place in the Artificial Analysis benchmarking rankings, and sentiment has turned decidedly cautious. But a closer look at the numbers — and at what's actually changing in Alphabet's competitive environment — suggests the market is pricing in too much pessimism. Analysts tracking the company's "follow the money" ...
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Micron Just Locked Up AI Memory Supply Through 2030 — Here’s Why That Changes Everything

Micron Technology just reported one of the most impressive quarters in its history — but the earnings headline almost buried the most important story. Hidden inside the report was a disclosure that signals a fundamental shift in how the AI memory market operates: Micron has signed 16 long-term strategic supply agreements with customers stretching through 2030, many with fixed prices, price floors, and pricing bands. In plain terms, the biggest AI players on the planet are reserving their memory supply ...
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