RFK Jr.’s vaccine-panel shake-up puts Moderna (MRNA) and Pfizer (PFE) in the spotlight, while a possible TikTok reprieve keeps Snap (SNAP) and Meta (META) on watch.
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VC heavyweights scoop up $250 M of xAI at a $113 B price tag, and cloud startup Crusoe commits $400 M for AMD (AMD) accelerators to fuel next-gen AI builds.
Oracle (ORCL) earns a BMO upgrade, Datadog (DDOG) and First Solar (FSLR) get fresh Buy ratings, while McDonald's (MCD) and Etsy (ETSY) land on the Sell list.
Shorts climb on Kura Sushi (KRUS) and HighPeak Energy (HPK), while positions ease in JetBlue (JBLU) despite fresh airline headwinds.
Netflix (NFLX) commits $1.1B to Spanish originals, Amazon (AMZN) readies a $1B theatrical slate for 2026, and Disney (DIS) will pay Comcast (CMCSA) an extra $439M for Hulu.
Adobe (ADBE) delivers a beat-and-raise Q2, and Oracle (ORCL) secures a BMO upgrade to $235 as analysts shuffle their tech picks.
Bitcoin Depot (BTM) widens its Gulf South reach with Pelicoin kiosks, while Strategy (MSTR) adds 1,045 BTC to lift holdings to 582,000.
A new ultimatum to Iran amid Israeli strikes heightens geopolitical risk, keeping defense players like Lockheed Martin (LMT) in focus.
Visa (V), Mastercard (MA) and American Express (AXP) slide on talk of Walmart (WMT) and Amazon (AMZN) exploring stablecoins.
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Plus, what Trump's 'numbskull' comment means for your numbers...
AWS (AMZN) plans a major Bedrock overhaul to host wider AI models, and Microsoft (MSFT) targets a Pentagon-secure 365 Copilot rollout by summer 2025.
Oracle (ORCL) delivers a Q4 beat-and-raise, but Boeing (BA) tumbles on a fatal 787 crash as Micron (MU) touts a $150 B U.S. chip expansion.
