Streetbeat News

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CLSK

IONQ

LBPH

OKLO

TDS

WOLF

WVE

Several mid-cap stocks experienced significant gains last week. Oklo Inc. surged due to Amazon's investment in nuclear power. Wave Life Sciences saw a jump after successful RNA editing trials. Longboard Pharmaceuticals rose on acquisition news. Wolfspeed gained from potential CHIPS Act funding. CleanSpark benefited from Bitcoin's rise. Telephone and Data Systems increased after selling spectrum licenses. IonQ's shares rose ahead of its earnings report.

Portfolio Pulse from Lekha Gupta

October 20, 2024 | 9:22 pm

AMZN

CCJ

CEG

GOOG

LEU

NNE

OKLO

SMR

VST

Nuclear energy stocks are gaining momentum as tech giants Google and Amazon announce nuclear power agreements to support AI data centers. Publicly traded companies like Oklo, NuScale Power, and Nano Nuclear Energy are seeing significant stock gains. Power producers like Constellation Energy and Vistra Corp are also benefiting, along with uranium producers Cameco and Centrus Energy.

Portfolio Pulse from Erica Kollmann

October 20, 2024 | 8:00 pm

CEG

GOOG

MSFT

Elon Musk supports nuclear energy, stating its dangers are overstated, as Google and Microsoft sign nuclear power deals for AI data centers. Constellation Energy plans to restart a nuclear facility, aligning with Musk's advocacy for nuclear power.

Portfolio Pulse from Erica Kollmann

October 20, 2024 | 7:48 pm

COIN

OWL

SNA

SOFI

TRV

UAL

Coinbase, United Airlines, and SoFi Technologies were among the top large-cap gainers last week. Coinbase surged due to Bitcoin's rise, United Airlines on strong earnings and a buyback program, and SoFi on a new loan platform agreement.

Portfolio Pulse from Lekha Gupta

October 20, 2024 | 7:17 pm

AMZN

NVDA

OKLO

TSLA

The tech world is abuzz with AI developments, including Nvidia's praise for OpenAI and Tesla's humanoid robots. Oklo's CEO highlights the growing demand for nuclear power in AI, while Amazon challenges Nvidia with a Databricks deal.

Portfolio Pulse from Benzinga Neuro

October 20, 2024 | 1:01 pm

AAPL

Apple Inc. (NASDAQ:AAPL) had a significant week, marked by the termination of its self-driving car project, a secret partnership with BYD for EV batteries, record-breaking iPhone sales, and inventory shortages hinting at new product launches.

Portfolio Pulse from Benzinga Neuro

October 20, 2024 | 11:00 am

GOOGL

MSFT

NVDA

Nvidia, Google, and Microsoft are set to present AI tools at the HLTH conference in Las Vegas, aimed at reducing healthcare worker burnout by minimizing administrative tasks. These tools are expected to help address the predicted shortfall of healthcare workers by 2028.

Portfolio Pulse from Navdeep Yadav

October 20, 2024 | 5:50 am

LUV

Southwest Airlines and Elliott Investment Management are set to begin settlement discussions. This development could impact Southwest's strategic direction and investor sentiment.

Portfolio Pulse from Benzinga Newsdesk

October 19, 2024 | 11:36 pm

NYSE:GOLD

OTCPK:FQVLF

OTCQX:IVAPF

President Biden's upcoming visit to Angola highlights strategic motives, focusing on infrastructure development and critical mineral supply chains. The Lobito Corridor project, connecting Angola to the DRC and Zambia, is central to U.S. interests in countering China's influence and facilitating mineral exports crucial for EV and renewable energy technologies.

Portfolio Pulse from Stjepan Kalinic

October 19, 2024 | 9:33 pm

AMD

NVDA

SOXX

TSM

Bank of America has raised Nvidia's price target to $190, citing its dominant position in AI chips and future growth potential. Analyst Vivek Arya highlights Nvidia's strong market lead, potential $400 billion TAM by 2024, and significant cash generation potential. Nvidia's partnerships and software offerings are also seen as undervalued.

Portfolio Pulse from Piero Cingari

October 18, 2024 | 7:28 pm