Market News

Ford and GM Pivot to Energy Storage: What the Numbers Actually Say

Ford and GM are both making major plays in battery energy storage, targeting AI data centers and grid infrastructure. Here's what the numbers reveal about the potential payoff.

Jun 21, 2026·5 min read

SpaceX's Real Stress Test Looms in Late July — Not the Post-IPO Pullback

SpaceX (SPCX) faces a bigger test than its post-IPO pullback — a lockup window and first-ever earnings report converge in late July at a $2.4T valuation.

Jun 21, 2026·4 min read

Alphabet's 5-Year Outlook: AI Infrastructure Bets and Cloud Acceleration Could Drive Continued Growth

Alphabet plans $180B-$190B in 2026 capex as AI drives Google Cloud revenue up 63% YoY. A look at where GOOG could stand by 2031.

Jun 21, 2026·4 min read

Redwire (RDW) Has Gained 80% in 2026 — Here's What's Driving the Rally

Redwire (NYSE: RDW) has surged 80% in 2026, driven by SpaceX's IPO buzz, a $1.1B Pentagon drone program, and strong Q1 revenue growth of 58%.

Moderna's mRNA Pipeline Could Reshape the Company Beyond COVID-19 Vaccines

Moderna shares have surged over 100% in 2026 as investors anticipate FDA rulings on flu vaccines and pivotal cancer vaccine data that could reshape the company.

Saia Stock Drops Nearly 13% After Analyst Downgrade and Amazon's LTL Expansion

Saia stock fell nearly 13% after Citigroup analyst Ariel Rosa downgraded the trucking firm and Amazon announced a major expansion into LTL freight services.

SpaceX's $86 Billion IPO Could Quietly Reshape Tesla's Autonomous Driving Future

SpaceX raised $86B in its IPO, and more than 90% of its $28.5T addressable market ties to AI — creating an indirect link to Tesla's autonomous driving ambitions.

Banking Sector Lags S&P 500: A Closer Look at AMAL, VLY, and FIBK

U.S. bank stocks gained just 5.7% over six months vs. the S&P 500's 8.9%. Analysts break down diverging metrics at AMAL, VLY, and FIBK.

Axon Enterprise Stands Out Among Industrials as Lucid and Martin Marietta Raise Red Flags

Industrials sector outpaces S&P 500 by 11.6 points, but Axon shines while Lucid's -136% gross margin and MLM's declining sales raise concerns.

Pfizer Shares Slide 2.74% as CFO Dave Denton's August Departure Raises 2026 Guidance Concerns

Pfizer fell 2.74% to $25.21 on June 18 after announcing CFO Dave Denton's August departure, with trading volume running 85% above average amid 2026 guidance concerns.

Rigetti Computing (RGTI): Government Funding, Tripling Revenue, and a 63% Stock Decline From Its Peak

Rigetti Computing (RGTI) trades 63% below its October 2025 peak despite tripling Q1 revenue and securing up to $100M in U.S. government funding.