UnitedHealth (UNH) stock drops as analysts cut targets and Weiss downgrades to Sell. Q4 revenue rose 12.3% to $113.73B but regulatory pressure persists.
Browsing: Stocks
Albemarle (ALB) stock jumped 7.7% as Chinese lithium carbonate futures surged and major funds added over $59M in new positions. Full analysis inside.
Cathie Wood’s ARK Invest made only three stock purchases last week, focusing on Figma, Arcturus, and 10x Genomics while selling crypto and healthcare positions.
FedEx (FDX) stock rises ~50% as the logistics giant rolls out AI literacy training to over 400,000 employees worldwide through Accenture partnership.
Broadcom (AVGO) stock surged 4.7% after Bernstein’s bullish AI outlook and $20+ EPS forecast for 2027. Analysts see strong growth ahead.
Nvidia (NVDA) insiders sold $14.26M in shares across two days. CFO Kress offloaded $10.9M while Director Shah sold $3.36M in pre-arranged transactions.
General Motors (GM) begins supervised testing of next-gen self-driving tech on public roads, aiming for an eyes-off autonomous Cadillac Escalade IQ by 2028.
TotalEnergies (TTE) exits U.S. offshore wind, redirecting $928M to oil and LNG. Stock falls 1.03% following deal with Department of the Interior.
Nvidia generated $215.9B in fiscal 2026 vs AMD’s $34.6B. Compare data center revenue, margins, and AI chip market positioning for both stocks.
ASML stock surged 5% after Bernstein highlighted robust AI chip demand and Bank of America maintained its Buy rating with a €1,598 price target.
Rivian (RIVN) stock surged 7% after announcing a $1.25B Uber robotaxi deal, launching the R2 SUV, and posting its first year of positive gross profit.
Rubrik (RBRK) stock jumps 4.87% after revealing Microsoft Defender integration for identity threat recovery at RSAC 2026. Full details inside.
Vertiv (VRT) joins the S&P 500 after surging 173% in 12 months. AI data center demand and liquid cooling tech drive explosive growth in 2026.
AeroVironment (AVAV) surged 5% after winning a $117M Army contract for P550 drones and receiving a Raymond James upgrade. Analysts remain bullish on AVAV.
GMEX Robotics (GMEX) stock surges 24% after winning AU$4.2M contract to deploy 50 AI kitchen robots across Australian restaurants and airports.

