Circle Internet (CRCL) stock crashed 20% on Clarity Act stablecoin yield ban fears. ARK Invest bought $16M. Analysts maintain bullish outlook.
Author: Oli Dale
Constellation Energy (CEG) stock jumps 4.2% after Morgan Stanley resumes coverage with Overweight rating and $385 price target, highlighting data center growth.
On Holding (ONON) stock plunged 11% after CEO Martin Hoffmann revealed his May 2026 departure. Co-founders take over as analysts weigh in on the transition.
DraftKings (DKNG) stock plummets 10% as Senate betting bill concerns and NCAA trademark lawsuit hit during March Madness betting season.
DraftKings (DKNG) stock fell 10% Wednesday amid Senate betting bill concerns and an NCAA lawsuit over March Madness trademarks during peak betting season.
JetBlue (JBLU) stock surged 15% after reports surfaced that the airline hired advisers to explore a sale to United, Southwest, or Alaska Air.
Rocket Lab (RKLB) stock climbed ~10% after NASA revealed a $20B moon base program and SpaceX reportedly filed for a record-breaking $75B IPO.
Intuitive Machines (LUNR) stock climbed 14% after NASA awarded the space company a $180.4M contract for lunar South Pole payload delivery missions.
TSMC, Broadcom, and Micron are emerging as key AI infrastructure plays. Analysts see major upside in these supply chain stocks powering AI growth.
Comparing Micron (MU) and Western Digital (WDC) as AI infrastructure plays. Micron hits record revenue while WDC’s cloud sales surge 31%.