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GE Vernova Stock (GEV) Advances — $150B Backlog and AI Power Demand Drive Infrastructure Rally

GE Vernova (NYSE: GEV) shares are advancing in Monday's session, outperforming both the broader utilities sector and the S&P 500, as investor rotation away from technology hardware and into infrastructure plays gains momentum. The rotation is amplified by the broader market recovery tied to …

Vinay Lochav | 29 June 2026

Eli Lilly Stock (LLY) — Generic Tirzepatide Threat From Sandoz Emerges as GLP-1 Franchise Hits New Heights

Eli Lilly (NYSE: LLY) shares are advancing modestly in Monday's session, consolidating near all-time highs following last week's remarkable 7% single-day surge — the stock's largest one-day gain since February. Today's session brings both positive macro tailwinds — the U.S.-Iran ceasefire is stabilizing the …

Vinay Lochav | 29 June 2026

GLP-1 Obesity Drug Market 2026: Medicare Coverage Expansion, Generic Competition, and Eli Lilly's (LLY) Dominance

The GLP-1 obesity and diabetes drug market is undergoing its most dynamic period of evolution since the class gained widespread recognition, with simultaneous developments in government coverage policy, generic competition timelines, and new molecule advancement all reshaping the competitive landscape. Eli Lilly (NYSE: LLY) …

Vinay Lochav | 29 June 2026

ACM Research Stock (ACMR) Surges 10% — Russell Growth Index Addition and Roth Capital's $125 Buy Target

ACM Research (NASDAQ: ACMR) shares surged nearly 10% in Monday's session, approaching a 52-week high in a session driven by a confluence of powerful catalysts — index reclassification, analyst price target upgrades, and a broader semiconductor sector rebound following U.S.-Iran ceasefire news. The combination …

Vinay Lochav | 29 June 2026

SELLAS Life Sciences (SLS) Stock Surges — Phase 3 REGAL AML Trial Just 2 Events From Final Analysis

SELLAS Life Sciences (NASDAQ: SLS) shares are surging as investors position ahead of what appears to be an imminent readout from the pivotal Phase 3 REGAL trial in acute myeloid leukemia — now just two events away from the 80-event threshold that will trigger …

Vinay Lochav | 29 June 2026

Rocket Lab Stock (RKLB) Surges on $8B Iridium Acquisition — Pivoting to Recurring Space Services Revenue

Rocket Lab (NASDAQ: RKLB) shares are surging after announcing an $8 billion cash-and-stock acquisition of Iridium Communications in what represents the company's most consequential strategic decision since its founding. The transaction marks a fundamental pivot in Rocket Lab's business model — from a pure-play …

Vinay Lochav | 29 June 2026

US Rare Earth Supply Chain Independence: MP Materials, Critical Metals, and USA Rare Earth Compared

The United States' effort to build rare earth supply chain independence from China is supported by a spectrum of publicly traded companies at different stages of commercial development. MP Materials (NYSE: MP) represents the most advanced — already operating Mountain Pass at commercial scale …

Vinay Lochav | 29 June 2026

Critical Metals Corp (CRML) Stock Analysis: Tanbreez Greenland Rare Earth Project and $17 Analyst Target

Critical Metals Corp (NASDAQ: CRML) shares are trading modestly lower in Monday's session, underperforming a soft broader materials sector that is also facing headwinds from falling commodities prices and a strengthening U.S. dollar. The near-term softness comes despite the company's flagship Tanbreez project in …

Vinay Lochav | 29 June 2026

USA Rare Earth (USAR) Stock: Round Top Project Eyes 2028 Production — Analyst Sees 80% Upside

USA Rare Earth (NASDAQ: USAR) shares are trading modestly lower in Monday's session, underperforming the broader market recovery as the materials sector also pulls back despite improving risk sentiment from U.S.-Iran ceasefire news. The stock's muted reaction reflects the company's pre-revenue development stage status …

Vinay Lochav | 29 June 2026

Greenland Rare Earth Geopolitics: How Critical Minerals Competition Is Reshaping Critical Metals (CRML) and Rare Earth Stocks

Greenland has emerged as one of the most strategically contested territories in the global critical minerals competition, with the United States, European Union, Canada, and — more recently — Gulf sovereign wealth funds all expressing interest in securing preferential access to its vast rare …

Vinay Lochav | 29 June 2026
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