Although Nvidia (NASDAQ: NVDA) stock has rallied massively in recent months thanks to its role in the artificial intelligence (AI) space, several renowned billionaire investors exited the company, missing out on the rally. Notably, Nvidia's momentum has been driven by fundamentals such as its next-generation Blackwell chips, which have fueled over 100% year-over-year revenue growth, with data centers leading the surge. The company has also regained access to the Chinese market under a revised U.S. trade dea ...

CoreWeave (NASDAQ: CRWV), one of Nvidia's (NASDAQ: NVDA) stellar portfolio companies, saw its share price plunge in after-hours trading despite posting impressive revenue growth for Q2 2025. The artificial intelligence (AI) cloud data center firm closed Tuesday's session at $148.75, up more than 6%, but quickly tumbled 10% after the bell to $133. Even with the pullback, CoreWeave stock remains one of 2025's standout performers, with CRWV shares up over 270% since its April IPO. CoreWeave one-day stock price ...

Core Viewpoint - Hims & Hers Health CEO Andrew Dudum sold a significant block of shares, marking the largest insider transaction since the company went public, raising approximately $33.4 million from the sale of 660,000 shares at an average price of $50.58 [1][4][5] Insider Trading Details - The sale was conducted outside of Dudum's pre-established trading plan and was made through a family trust [3] - Despite the sale, Dudum remains the largest individual shareholder with about 8 million shares held indirectly through various trusts, valued at approximately $388 million [4][5] Purpose of Sale - The company stated that the sale was for "tax and philanthropic purposes" and that Dudum continues to hold his full personal stake, emphasizing his commitment to the company's long-term growth [5] Market Performance - Hims & Hers has seen its stock price double over the past year, although it experienced a decline of over 4% on the day of the report and more than 13% for the week [8][10] - The company reported adjusted earnings of $0.17 per share for Q2 2025, exceeding estimates, while revenue rose 73% year-over-year to $544.8 million, though it fell short of analyst projections [10][11] Future Projections - For the third quarter, Hims & Hers projects revenue between $570 million and $590 million, aligning with analyst expectations of $583 million [11]

Why TSLA stock is likely to crash The bearish outlook comes despite recent announcements from CEO Elon Musk regarding the company's progress in autonomous driving technology. Notably, the downbeat view emerged even after Musk revealed that Tesla's Robotaxi service in Austin will open to the public next month, ahead of market expectations. He also confirmed that the latest version of the Full Self-Driving (FSD) system, v14, features ten times more parameters than previous iterations. Although Tesla (NASDAQ: ...

Core Insights - Mizuho has raised its price target on Strategy (MSTR) to $586 from $563, indicating over 43% upside potential for the stock [1] - The increase in target follows Strategy's record-breaking second-quarter 2025 results and updated guidance metrics [1] Financial Performance - Strategy raised its Bitcoin yield guidance for 2025 from 25% to 30% and increased its Bitcoin gain guidance from $15 billion to $20 billion [3] - The Bitcoin gain metric measures annual value generation from Strategy's Bitcoin treasury operations [3] - As of August 10, 2025, Strategy holds 628,946 BTC acquired for approximately $46.09 billion at an average price of $73,288 per Bitcoin [4] Market Sentiment - Wall Street analysts maintain a Strong Buy rating on Strategy with an average price target of €483.29, suggesting significant upside potential [5] - Recent price targets include Wainwright's Buy rating with a $521 target and Clear Street's increased target to $537 [7]

American banking giant JPMorgan has raised its outlook on cloud computing firm CoreWeave (NASDAQ: CRWV), ahead of the company's quarterly earnings release on Tuesday. Analyst Mark Murphy doubled his price target to $135 from $66, maintaining an 'Overweight' rating, a 104% increase from the previous target. By press time, CRWV was trading at $136, up over 5%, bringing its year-to-date gains to 223%. He also pointed to the company's $11.9 billion, five-year deal with OpenAI for AI data centers as a major grow ...

Trump Media (NASDAQ: DJT) the company behind Truth Social, Truth+, and the Truth.Fi fintech brand has inched closer to launching its own Bitcoin exchange-traded fund (ETF) after submitting an amended registration to the U.S. Securities and Exchange Commission (SEC) on August 11. The ETF will debut only after two key hurdles: the SEC declaring the registration effective and the regulator approving a related Form 19b-4 submission. Once cleared, the shares are set to list on NYSE Arca, with Yorkville America D ...

Core Viewpoint - Tesla is advancing its autonomous vehicle initiatives, with a potential public launch of its Robotaxi service expected next month, while also anticipating significant upgrades to its Full Self-Driving system by the end of September [1][3]. Group 1: Autonomous Vehicle Developments - Arizona's Department of Transportation is reviewing Tesla's application for operating autonomous vehicles, with a decision expected by the end of August [1]. - Tesla's Robotaxi service, launched in Texas in late June, is projected to reach half of the U.S. population by the end of the year [2]. Group 2: Stock Performance and Projections - Following Elon Musk's optimistic statements, Tesla shares rose 1.27% in pre-market trading, reaching $329.68 [2]. - Musk suggested that a $150,000 investment in Tesla could potentially yield millionaire status, projecting the stock price could rise to over $2,000, leading to a market cap of at least $6.5 trillion [3]. Group 3: Energy Market Expansion - Tesla is awaiting approval from Ofgem for its energy license, which would enable the company to deliver energy to households and businesses in the UK as early as next year [4].

Core Viewpoint - Palantir has experienced significant stock growth, gaining over 140% year-to-date, driven by strong quarterly results and increasing investor confidence in its role in the AI sector [1][3]. Financial Performance - Palantir reported over $1 billion in quarterly revenue for the first time, exceeding consensus estimates, and raised its full-year revenue guidance to between $4.142 billion and $4.150 billion [3]. - U.S. commercial revenue increased by 93% year-over-year, while U.S. government sales rose by 53% [3]. Market Position and Future Outlook - Dan Ives from Wedbush Securities predicts that Palantir could reach a trillion-dollar market cap within three years, comparing the company to the "Messi of AI" for its consistent performance [2]. - Key drivers for Palantir's stock performance include its expanding role in U.S. defense and intelligence contracts, the adoption of its AI-powered Foundry platform, and a disciplined cost structure that supports revenue growth without increasing headcount [4]. Investor Sentiment - The market reacted positively to Palantir's earnings, with shares jumping 7.85% immediately after the report, and continued to gain momentum [6]. - Palantir is a top holding in Ives' Wedbush AI Revolution ETF, further supporting its stock performance [6].

Core Insights - Palantir's share price is experiencing significant upward momentum, closing at $186.96, up over 2%, and nearly 150% year-to-date, but concerns about its high valuation persist [1][2] - The recent rally is attributed to strong Q2 2025 earnings, with revenue exceeding $1 billion for the first time and adjusted EPS of $0.16, surpassing expectations [2] - There is a 30% to 35% chance that Palantir's stock could drop below $50 within the next 18 to 24 months, primarily due to its high earnings multiple and potential growth slowdown [3][4] Financial Performance - Palantir reported Q2 2025 earnings with revenue growth of 48% year-over-year, reaching $1 billion, which exceeded the consensus estimate of $940 million [2] - Adjusted EPS was reported at $0.16, compared to the expected $0.14, indicating stronger-than-anticipated profitability [2] Valuation Concerns - The stock is considered vulnerable to significant valuation drops if growth lags, with historical data showing high-growth stocks can experience drawdowns of up to 80% [4] - High interest rates and changing sentiment towards technology stocks could negatively impact Palantir's valuation [4] Technical Analysis - A potential four-phase decline to sub-$50 is outlined, starting with a breakdown from recent highs on an earnings miss or weak guidance, falling below $160 support [5][9] - Key price levels to watch include resistance at $125-$132, breakdown levels at $119-$118, and mid-term weakness below $100 [8] - A clear break below $160 is identified as the first warning sign for a potential decline [9] Market Sentiment - Key catalysts for a sharper decline include sustained high interest rates, revenue growth slipping below 20% year-over-year, and rising competition from larger tech firms [9] - The sentiment towards "story stocks" could shift, leading to a de-risking of highly valued stocks if growth expectations are not met [4][9]