Arista Networks Soars as Traders Buy Calls
Arista Networks jumps 8% on heavy call option buying, fueled by AI data center growth and bullish analyst outlooks.
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Meta Stock Jumps as Analysts Call It a “Bargain” Among Big Tech
Meta shares rise over 5% after Jefferies says the stock is undervalued versus other Big Tech giants and highlights AI progress, cost cuts, and revenue growth.
USA Rare Earth Gains Momentum as Round Top Project Advances
USA Rare Earth moves closer to commercial production as key partners are selected, boosting confidence in the Round Top rare earth mine and its long-term value.
Celestica Stock Drops After Report on Google TPU Servers
Celestica shares fell nearly 7% after a report said Google may shift TPU server assembly to other suppliers, including Taiwanese manufacturers.
Rocket Lab Neutron Tank Rupture May Delay Launch, TD Cowen Keeps Buy Rating
Rocket Lab’s Neutron Stage 1 tank ruptured during pressure testing. TD Cowen maintains a Buy rating with a $100 price target, but launch delays are possible.
GE Aerospace Q4 Beats Expectations But Growth Slows
GE Aerospace's Q4 2025 results exceeded Wall Street forecasts with strong commercial engine performance, though revenue growth is decelerating. Stock initially surged then fell 3%.