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NASDAQ
581 posts
AST SpaceMobile (NASDAQ: ASTS) BlueBird launch success resets path to 45 by year-end
AST SpaceMobile (NASDAQ: ASTS) just nailed BlueBird 8-10 on Falcon 9 after the April failure. The real test is hitting 45 satellites by year-end.
Aehr Test (NASDAQ: AEHR) AI burn-in pivot meets the Q4 FY26 reporting test ahead
Aehr Test (NASDAQ: AEHR) landed its biggest hyperscaler order ever. The Q4 FY26 print is where the AI burn-in pivot finally gets tested.
Opendoor (NASDAQ: OPEN) Russell 3000 entry meets the Opendoor 2.0 cohort test
Opendoor (NASDAQ: OPEN) beat ISS at its 11 June vote and joins Russell 3000 on 26 June. The real test is whether Opendoor 2.0 cohorts hold the margin.
Intel stock hits record as Apple chip claim tests INTC (NASDAQ)
Intel hit a record on an unconfirmed Apple chip claim. The real test is whether foundry volume, margins and 18A execution justify INTC’s rally.
Nebius (NASDAQ: NBIS) Nasdaq-100 entry meets the USD 50B AI cloud backlog test
Nebius (NASDAQ: NBIS) joins Nasdaq-100 on 22 June with USD 50B in AI cloud backlog. The real test is turning USD 25B capex into ARR fast enough.
Abivax (NASDAQ: ABVX) obefazimod NDA path meets a safety debate the market is still pricing
Abivax (NASDAQ: ABVX) put up Rinvoq-like ulcerative colitis remission data and dropped 40 percent. The question is whether the malignancy debate sticks.
TeraWulf (NASDAQ: WULF) HPC pivot meets execution test as Lake Mariner ramps
TeraWulf (NASDAQ: WULF) signed USD 13B of AI hosting backlog with Google in the deal. The real test is whether Lake Mariner delivers on time.
Bed Bath & Beyond (BBBY) to acquire Fathom (FTHM) in all-stock Everything Home expansion
$BBBY to acquire Fathom Holdings for $53.38M in all-stock deal expanding Marcus Lemonis's Everything Home strategy. Read the full executive analysis here.
Smith & Wesson Brands surges 20% as Q4 outperformance and a 22-point gap over NICS background checks recasts the firearms equity story
Smith & Wesson Brands ($SWBI) Q4 FY26 revenue jumps 26.7 per cent on 22-point NICS share gap. Full executive analysis on debt paydown and FY27 guidance here.
Why Robinhood is cutting 290 jobs even as trading activity reaches record levels
Robinhood’s decision to eliminate 10% of its workforce despite strong customer growth reveals a broader strategy to flatten management, accelerate product development and protect long-term operating leverage.