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Rocket Lab's 34% surge on revenue beat & new deals outpaces peers. Space race heats up!
AMD's Q1 sales jump 38% to $10.3B, fueled by AI data center growth. Server CPU TAM now $120B.
SOUN drops despite 52% revenue growth; high beta (2.7) signals volatility. TAM $140B.
Renewable energy stocks soar as geopolitical risks boost demand. Wind giants see profit beats.
Memory prices surge 90%! Apple's 49.3% gross margin faces pressure, but its valuation at 33x forward earnings is fair.
CAT's AI infrastructure play surges 170% on $17.4B Q1 revenue, up 22%. Huge backlog signals future growth.
Treasury borrowing surges $122B as tax refunds & tariffs hit cash flow. Bond yields scream 'unprecedented' supply risk.
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