Rheinmetall (RHM) forecasts 45% sales growth to €14.5B in 2026. Record €1.8B profit in 2025, €63.8B order backlog as Europe ramps up defense spending.
Author: Trader Edge
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OpenAI is integrating Sora AI video generator into ChatGPT after standalone app downloads fell 45% in January 2026. Disney partnership failed to reverse decline.
ARK Invest bought ~281K CRSP shares worth $14.82M after CRISPR Therapeutics announced a $350M private offering that sent the stock down 10%.
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Core Scientific (CORZ) energized 350MW, up 64%, with $2B CoreWeave build-out advancing. Director buys shares despite missed customer target and accounting issue.
Mississippi approves Elon Musk’s xAI power plant permit for 41 gas turbines in Southaven. NAACP plans lawsuit over alleged environmental violations.
U.S. gas prices reach $3.54/gal, the highest in 18 months, as the Iran conflict disrupts oil shipments through the Strait of Hormuz. Experts weigh in.
Dell (DELL) stock dropped 1.85% after director Ellen Kullman sold $21.8M in shares, even as the company crushed Q4 earnings with 39.5% revenue growth.
Alphabet (GOOGL) stock edges higher as Google launches Gemini AI automation in Docs, Sheets, Slides, and Drive plus new Gemini Embedding 2 model.
Wedbush’s Dan Ives says the 19% software sector decline is overblown. He predicts 30% of AI spending will flow to established platforms like Salesforce.
Trump reveals plans for America’s first new oil refinery in 50 years in Brownsville, TX, partnering with India’s Reliance Industries in a $300B agreement.
February 2026 CPI forecast predicts 2.4% annual inflation. Iran War oil surge and weak jobs complicate Fed rate decisions. Report drops March 11 at 8:30 AM EST.
Centene (CNC) dropped 14% after CEO warned of steep ACA enrollment decline to 3.5M members. Mizuho downgrades price target amid margin concerns.
AeroVironment (AVAV) stock declined 9% after missing Q3 revenue estimates by 15% and facing uncertainty over its $1.7B Space Force SCAR contract award.
Paramount Skydance (PSKY) shares fell 7.7% Tuesday after BofA cut its price target to $11 and Fitch downgraded the company’s credit rating to junk status.