Group 1 - Palantir Technologies shares fell approximately 4% on Monday, while MicroStrategy shares rose by 4% following the announcement that both companies will be added to the Nasdaq 100 Index on December 23 [1][2][3] - Axon Enterprise will also join the Nasdaq 100 Index, replacing Super Micro Computer, Moderna, and Illumina [1][2] - The Nasdaq 100 Index consists of the 100 largest non-financial sector companies in the Nasdaq Composite Index and is reconstituted annually [1][3] Group 2 - Super Micro Computer's stock dropped nearly 7%, and it faces potential delisting from the Nasdaq if it fails to file its delayed annual report by February [4] - Moderna's shares increased by less than 1%, while Illumina's shares rose by 1.5% [3]

Group 1 - Wedbush raised its price target for Tesla stock to $515 from $400, with a potential target of $650 by the end of next year, driven by expectations of support from the new Trump administration for Tesla's self-driving and AI initiatives [1][2] - Analysts believe the Trump administration will significantly enhance Tesla's autonomous and AI capabilities, estimating the full self-driving (FSD) and AI opportunity to be worth at least $1 trillion [2] - Tesla's market cap could reach $2 trillion by the end of 2025 as the self-driving vision develops and EV deliveries in China are expected to increase [2] Group 2 - Tesla shares recently reached an all-time high, trading at $440.67 after hitting a record of $447.41, reflecting a year-to-date increase of over 75% [2] - Wedbush maintains an "outperform" rating on Tesla stock, indicating positive sentiment towards the company's future performance [2]

Key TakeawaysShares of Super Micro Computer fell sharply Monday morning as the impact of two reports late Friday extended into this week.The server maker is one of three stocks being removed from the Nasdaq 100 Index starting next week, as shares have lost 70% of their value since March.Bloomberg also reported that Super Micro has hired Evercore to potentially assist the company in raising capital. Super Micro Computer (SMCI) shares slumped Monday morning as the stock feels the impact of a pair of headlines ...

Key TakeawaysFedEx is scheduled to report its fiscal second-quarter earnings after the bell Thursday.Analysts are largely bullish on the stock, and project another quarter showing a small decline in revenue before the shipping giant returns to growth.FedEx has said it plans to complete a review of options for its freight business by the end of the calendar year, as analysts have said it may "unlock value" for the business to be spun off. FedEx (FDX) is set to report its fiscal second-quarter earnings after ...

Key TakeawaysNike is scheduled to report earnings after the bell Thursday, its first quarterly release since new CEO Elliott Hill took over in October.The athletic apparel giant's sales and stock have been pressured this year as it has faced new competition in the U.S. and China.Last quarter, the company withdrew its guidance for fiscal 2025 to allow for new projections with Hill as leader. Nike (NKE) is set to report fiscal second-quarter earnings after the market closes Thursday, its first quarterly resu ...

Key TakeawaysMicron Technology is set to report earnings after the market closes Wednesday.All but one of the analysts who follow Micron and are tracked by Visible Alpha have a "buy" or equivalent rating for the chipmaker.Analysts expect Micron to swing to a profit and post revenue growth of 84% year-over-year. Micron Technology (MU) is set to report fiscal 2025 first-quarter earnings after the market closes Wednesday, with analysts overwhelmingly bullish on the chipmaker's stock. All but one of the 15 anal ...

Key TakeawaysMorgan Stanley kept Apple as its "Top Pick" for 2025 as the bank sees the tech giant's artificial intelligence (AI) product driving iPhone sales.Morgan Stanley analysts said Apple is on the cusp of "its largest device upgrade cycle ever."Morgan Stanley reiterated its "overweight" rating and price target of $273, above Apple's record close near $248 on Thursday. Apple (AAPL) remained Morgan Stanley's "Top Pick" heading into 2025, with the Wall Street bank saying that the tech giant’s artificial ...

Key TakeawaysBoeing said it would invest $1 billion in expanding its operations in South Carolina, where it produces the 787 Dreamliner.The company is looking to increase production of the plane to 10 per month by 2026, with expansions to the South Carolina facilities online by early 2027.Boeing has faced a number of production issues this year, including a nearly two-month strike at its Washington facilities. Boeing (BA) is investing $1 billion in expanding its facilities in South Carolina to ramp up produ ...

Key TakeawaysApple shares are in the spotlight after setting another record closing high Thursday, as optimism grows that the iPhone maker’s AI features could accelerate sales growth. The stock has continued to trend higher after breaking out above an ascending triangle, though the move has occurred on declining weekly trading volumes, indicating that larger market participants may remain on the sidelines.Bars pattern analysis forecasts a bullish price target of around $300 and projects that the stock's cur ...

Costco Wholesale (COST) reported fiscal first-quarter earnings that beat analysts’ expectations, in its first quarterly results reflecting the impact of its hike in membership fees. The membership-based retailer saw revenue grow 7.5% to $62.15 billion, just above the analyst consensus from Visible Alpha. Net income of $1.8 billion or $4.04 per share was up from $1.59 billion or $3.58 per share a year earlier and exceeded expectations.   Costco's e-commerce sales increased 13%, while same-store sales were u ...