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Daily coverage of stocks, sectors, and macro trends shaping Wall Street. Fast. Reliable. Actionable insights.
New York, USA
Joined April 2025
Eightco $ORBS secures $125M led by $BMNR Bitmine, ARK Invest, and Payward. With Tom Lee joining the board, Eightco is deploying capital into OpenAI and MrBeast’s Beast Industries to lead the convergence of AI, blockchain, and the creator economy.
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Wells Fargo raises its $MU Micron price target to $470 as HBM4 shipments ramp early for $NVDA Nvidia’s Rubin cycle. With 2026 capacity fully sold out and a 30% ASP uplift expected in H2, Micron is tracking toward peak EPS of $50 to $60.
Samsung plans to start mass production of HBM4 this month for $NVDA Nvidia’s next-gen Vera Rubin platform. While $MU Micron guides a Q2 2026 ramp, Samsung has cleared qualification and secured orders, reclaiming a first-mover advantage in the market.
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Berenberg reiterates a Buy on Novo Nordisk $NVO but lowers its price target to 300 DKK from 360 DKK. While 2026 faces US pricing headwinds and CagriSema model shifts, analysts see a 20% upside as the stock finds support following a major valuation reset.
Novo Nordisk $NVO and Hims & Hers $HIMS resolve their legal dispute with a new partnership to distribute branded weight loss drugs. HIMS will pivot from compounded products to authorized Wegovy distribution, a major win for telehealth access.
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KBW reiterates an Outperform on TeraWulf $WULF but trims its PT to $23 from $24. While 2026 revenue estimates rise on strong HPC lease delivery, higher opex weighs on EBITDA. Analysts see the recent 22% pullback as an attractive entry point.
TeraWulf $WULF has acquired two sites in Hawesville, Kentucky, and Morgantown, Maryland, adding 1.5 GW of capacity and expanding its portfolio to 2.8 GW across five sites. The facilities provide immediate power and potential for scalable digital and energy infrastructure.
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Centrus $LEU partners with Palantir $PLTR to scale its Piketon uranium enrichment plant using AIP and Foundry. The tie up has already identified $300M in savings since January, aiming to accelerate U.S. nuclear fuel production and independence.
Oklo $OKLO and Centrus $LEU plan an Ohio joint venture for HALEU deconversion. Colocated with enrichment at the Piketon site, the hub will fuel Oklo’s 1.2GW Meta $META backed campus, slashing costs and securing a domestic nuclear supply chain.
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Palantir $PLTR partners with $ONDS Ondas and World View to build an AI powered ISR platform. Integrating AIP with stratospheric balloons and autonomous robots, the trio targets a unified defense architecture with a Q4 2026 rollout.
Ondas $ONDS subsidiary 4M Defense received a $15.8M order for a national demining program in Israel. Clearing 741 acres on the Syrian border, the project uses autonomous robots and drones, with total program value potential reaching $60M.
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$MU $NVDA $AMD $IREN | India is set to launch an $11B semiconductor fund under ISM 2.0 within three months. The plan shifts focus toward local chip design and equipment manufacturing as New Delhi aims for a $110B domestic semiconductor market by 2030.
Micron Technology $MU opens its $2.75B Gujarat facility, marking India’s first commercial chip production. With 500,000 sqft of cleanroom space, the plant shipped its first DRAM to $DELL Dell and targets hundreds of millions of chips by 2027.
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Compass Point reiterates a Buy on Nebius $NBIS with a $150 price target following $NVDA Nvidia’s $2B investment. The deal scales Nebius to a 5GW Nvidia powered fleet by 2030, securing early access to Rubin and Vera chips for its global AI factory buildout.
Independence City Council approves Nebius $NBIS for a 1.2GW AI factory campus. Spanning 400 acres, the project brings 1,200 construction jobs and 651M in PILOT payments over 20 years, with a closed loop system to protect local water resources.
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$LLY $ABVX $AZN | Abivax reportedly grants AstraZeneca an exclusivity window for a potential $17.5B takeover. With obefazimod maintenance data due in Q2, AstraZeneca moves to secure the best in class oral IBD therapy and a lead in the $21B global market.
Eli Lilly $LLY is reportedly preparing a potential €15B bid for French biotech $ABVX Abivax, about double its market cap. Johnson & Johnson $JNJ and AstraZeneca $AZN are also interested. France’s Ministry of Finance may review the deal under strict foreign investment rules.
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$OKLO $SMR $LEU $UUUU $MP | The IAEA confirms Rwanda is making "significant progress" on its nuclear program. With plans for a first SMR in the early 2030s, President Kagame asserts nuclear energy isn't "too complex" for developing nations as a clean industrial bedrock.
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$IREN $CLSK $BITF $CRWV | Microsoft is in advanced talks to lease hundreds of megawatts at the Abilene AI campus after Oracle and OpenAI scrapped expansion plans. The deal secures vital power for Azure as Microsoft leads the $500B Stargate infrastructure race.
$IREN $NBIS $CLSK $NBIS $BITF $APLD | Blackstone to launch a public company for a data center buying spree. Targeting existing, leased assets, the firm aims to raise tens of billions to give retail investors access to AI infrastructure alongside sovereign wealth funds.
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$BATL $OXY $XOM $COP $CVX | Brent Crude futures rise 9% to $100.40/bbl as Iranian attacks on Gulf shipping persist. Despite a record 400M barrel oil release from the IEA, markets remain on edge over the continued closure of the Strait of Hormuz and global supply risks.
$BATL $OXY $XOM $COP $CVX | Energy stocks cooled overnight as oil retreated from a $119 peak toward $100. Markets reacted to G7 plans for a 400M barrel reserve release and deescalation signals, tempering the record breaking geopolitical "war premium" seen earlier Monday.
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Energy Fuels $UUUU is set to acquire ASM for $299M, creating the first integrated mine to metal rare earth platform outside China. By onshoring its Utah mill to ASM’s metallization tech, the firm secures a domestic supply chain for EVs and defense.
Energy Fuels $UUUU operates White Mesa, the only active conventional uranium mill in the U.S. In 2026, it targets over 2M lbs of uranium while advancing a $410M commercial circuit to produce 100% of U.S. heavy rare earth needs by Q4 and beyond.
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NuScale $SMR and Framatome expand their partnership to include European fuel fabrication facilities. This deal secures a localized supply chain for European SMRs while NuScale orders 444 fuel assemblies from Richland for U.S. deployment by 2030.
NuScale Power $SMR teamed with ORNL to deploy an AI-enabled framework for fuel optimization across its 12-module reactor plants. Funded by the DOE GAIN initiative, the study aims to lower fuel costs and enhance efficiency via shared fuel pools.
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$FNMA $FMCC | FHFA Director Bill Pulte: "There's no President other than President Trump who understands more about mortgage rates, the housing market, construction. Fannie Mae and Freddie Mac are going to be way stronger in his hands." https://t.co/xbGNygQyPc
$FNMA $FMCC | FHFA Director Bill Pulte: "Fannie Mae and Freddie Mac are worth between $500B to $750 Billion dollars." Backed by $200B in cash, a potential IPO is being considered to extract value for taxpayers and end conservatorship. https://t.co/RoA9hgAUMG
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$LMT $AVAV $NOC $RTX $KTOS | The State Department urges Taiwan’s legislature to pass a special defense budget to secure critical capabilities. With a March 15 deadline for U.S. arms offers, Washington calls for an end to the deadlock over the $39B self defense bill.
$MP $UUUU $UAMY $USAR $CRML $LAC | Taiwan’s economy minister says the U.S. is willing to support Taiwan and partners in building a resilient rare earth supply chain. Taiwan aims to establish a production line within three years to meet up to 50% of domestic demand.
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Citizens reiterates a Market Outperform rating on Uber $UBER and maintains a $100 price target. The firm supports Uber Eats raising marketplace fees today to offset higher costs and reinvest in demand generation and courier reliability.
$GOOGL $UBER $AMZN | Uber and Amazon’s Zoox ink a deal to launch purpose built robotaxis on the Uber app starting in Las Vegas this summer. Expanding to LA in 2027, the partnership marks Zoox’s first integration with a third party ride hailing network.
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Freedom Capital Markets initiates coverage on Critical Metals $CRML with a Buy rating and a $15.00 price target. The firm cites the Tanbreez rare earth project in Greenland and the Wolfsberg lithium mine in Austria as key pillars for Western supply chain security.
Critical Metals $CRML reports its strongest results to date at the Tanbreez Hill Deposit, with grades up to 0.94% TREO. Assays confirm a high 24.1% heavy rare earth component and significant gallium levels, derisking the project for 2026 development.
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Canaccord Genuity lowers $AVAV AeroVironment price target to $300 from $330 but maintains a Buy rating. Despite a $151M impairment from the terminated Space Force SCAR contract, analysts see value in AeroVironment’s record $1.1B defense backlog.
AeroVironment $AVAV lowered its FY26 outlook targeting $1.85B to $1.95B in revenue and $2.75 to $3.10 Adj. EPS. Despite a Space Force contract termination, the company is leveraging a record $1.1B backlog and BlueHalo synergies for year end momentum.
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$LUNR $RDW $VOYG $RKLB | Shanghai’s SpaceSail seeks fresh funding to scale its "Qianfan" constellation, a direct rival to Starlink. With 108 satellites in orbit and a new Brazil license, the firm is raising capital to fund a 15,000 satellite global rollout by 2030.
$LUNR $RDW $VOYG $RKLB $ASTS | SpaceX unveils Stargaze using 30,000 star trackers to detect 30 million transits daily. This free traffic system identifies collision risks in minutes. Combined with new deorbit protocols and 4,400 satellite descents SpaceX secures LEO safety.
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