Ryanair (RYAAY) upgraded to outperform by Evercore ISI as jet fuel costs surge. The only airline with raised EPS estimates while rivals face steep cuts.
Author: Trader Edge
Joby Aviation (JOBY) stock climbed as the company launched test flights of its production electric air taxi, advancing toward FAA certification by 2026.
Bumble (BMBL) stock surges 25% after beating Q4 revenue estimates and unveiling Bumble 2.0 redesign plans. JPMorgan upgrades while Q1 guidance impresses.
Atlassian (TEAM) stock gained 2.5% premarket after revealing plans to cut 10% of staff (~1,460 employees) to invest in AI development and enterprise growth.
Navitas Semiconductor (NVTS) stock rallied 25% on dual catalysts: new CFO Tonya Stevens and GeneSiC packages for AI data centers. Options volume surged 138%.
Caesars Entertainment (CZR) stock rises 11% on reports of Tilman Fertitta’s $7B takeover offer at $34/share, beating Carl Icahn’s competing bid.
GlobalFoundries (GFS) stock fell 5.45% after major shareholder Mubadala priced a 20M share secondary at $42. GFS to repurchase $300M in shares.
Stryker (SYK) stock fell 3.6% after Iran-linked hackers targeted its global network, claiming to wipe 200K devices and steal 50TB of data in retaliatory strike.
Firefly Aerospace (FLY) stock jumped 6% after Alpha Flight 7 successfully reached orbit and validated Block II upgrades. Analysts see 90% upside potential.
Microsoft (MSFT) is negotiating to lease significant data center capacity at the Stargate Project in Abilene, TX, following Oracle’s scaled-back plans.
Tesla (TSLA) Energy Ventures receives UK electricity supply licence from Ofgem, allowing the company to sell power to homes and businesses across Britain.
FCC Chair Brendan Carr defends SpaceX’s plan for 1 million satellites, criticizing Amazon for missing its own targets while filing petitions against competitors.
Nebius (NBIS) stock rallied 16% after Nvidia (NVDA) announced a $2B strategic investment to build next-generation AI infrastructure and data centers.
Uber (UBER) stock jumped 3.61% after announcing a robotaxi partnership with Nissan (NSANY) and Wayve, targeting a late 2026 Tokyo launch.
Novo Nordisk (NVO) stock drops 27% YTD as FDA warns about unreported semaglutide side effects, including three deaths related to Ozempic and Wegovy.

