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Navitas Semiconductor Stock Pulls Back from Highs as Insider Sales and Share Issuance Test Rally
The narrative around Navitas Semiconductor took a sudden turn last week. After hitting an all-time high of $31.79 just days...
Eli Lilly’s Most Consequential Weekend: New Mounjaro Data Meets a $3.8 Billion Vaccine Pivot
Eli Lilly closed last week with a flurry of news that turned the stock into a tale of two catalysts....
The Trade Desk: CEO’s $150 Million Bet Tests the Depth of the Selloff
The Trade Desk is presenting investors with a puzzle rarely seen in beaten-down growth stocks. Chief executive Jeff Green has...
The Grid Is the Trade: AI’s Real Bottleneck Isn’t Chips — It’s Electricity
Dear readers, On Friday we wrote that Dell's 88 percent revenue surge proved the AI profits are accumulating in physical...
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Bloom Energy’s $20 Billion Backlog Gets a 2.45GW Oracle Boost — But the Stock’s $294 Price Tag Leaves No Room for Error
Oracle has scrapped plans for gas turbines and diesel generators at its massive New Mexico AI data...
Assembly Biosciences Strengthens Pipeline and Balance Sheet After $115M Upsized Raise
Assembly Biosciences has emerged from the EASL Congress in Barcelona with more than just data. The biotech...
The Platform Group’s EBITDA Surges 37%, but a Perfect Storm of Headwinds Keeps the Stock in the Doldrums
The Platform Group (TPG) kicked off 2026 with a sharp ramp in earnings, yet the market reaction...
Adidas Transforms into a Data Powerhouse as World Cup Orders Pour In
The sportswear giant is quietly reinventing itself. Beyond the headline-grabbing World Cup orders and the steady climb...