Browsing Tag
NASDAQ
476 posts
Jindalee Lithium (ASX: JLL) drops as A$11m capital raise at 30% discount triggers dilution selling
Jindalee owns America's biggest lithium deposit. The SPAC values it at US$571m. The ASX market cap is A$65m. Friday's raise priced the gap.
Eos Energy stock jumps 20% on AI data center storage thesis: What EOSE investors need to watch into May 13 earnings
Wall Street has been short Eos for two years on manufacturing failures. The Turbine-X data center deal and a 31% short float just rewrote the May 13 earnings setup.
nLIGHT stock surges 22% on directed energy breakout: What LASR investors need to watch next
Defense buyers stopped treating laser weapons as an experiment. nLIGHT's record quarter just turned the directed energy thesis into a credible revenue line.
MaxLinear stock surges 22% on AI optical re-rating: What MXL investors need to watch next
MaxLinear was a beaten-down broadband chip name in 2025. One quarter of optical data center revenue and the AI silicon thesis just rewrote the entire MXL story.
Rocket Lab stock surges 24% on record Q1 and Neutron deal: What RKLB (NASDAQ: RKLB) investors need to watch next
Wall Street stopped asking when Neutron flies. Rocket Lab's biggest contract ever, $2.2B backlog, and Anduril deal already reset the medium-lift launch story.
Fluence Energy stock jumps 32% as hyperscaler deals reset thesis: What FLNC investors need to watch next
Wall Street wrote off Fluence's Q2 revenue miss in minutes. Two hyperscaler supply deals and a $5.6B backlog flipped the thesis on US battery storage overnight.
Catalyst Pharmaceuticals (CPRX) agrees $4.1bn buyout as Angelini Pharma plans to enter US rare disease market
Angelini Pharma will pay $4.1 billion for Catalyst Pharmaceuticals at $31.50 a share, but CPRX closed at $31.10. The premium sits in the strategy, not the price.
Innodata stock surges 97% on Q1 beat: What INOD (NASDAQ: INOD) investors need to watch next
Wall Street wrote off Innodata's customer concentration risk. One Q1 print and a 97% surge later, the AI data engineering thesis just got harder to ignore.
Robo.ai bets on Neurovia to build data infrastructure for the physical AI economy
Robo.ai is chasing physical AI infrastructure with a $100M stock deal. The bigger test is dilution, execution, and investor trust.
Light & Wonder (ASX: LNW) shares bounce 5% as Q1 sell-off looks overdone after content pipeline reset
Light & Wonder fell 7% on Q1 results. Today it bounced 5%. The legal reserve story may be reset, but Aristocrat audit risk is not.