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Nebius Group (NBIS) — From $34 to $233: The AI Infrastructure Company Wall Street Can No Longer Ignore

A 684%Revenuesurge, a $2 billion NVIDIAInvestment, and a $27 billion Meta deal — Nebius Group is rewriting the rules of the AI cloud buildoutKey HighlightsNebius Group is trading at$225.91, up +$18.64 (+8.99%)on May 14, extending a multi-week rally that has taken the stock from …

Nitish Kishor | 14 May 2026

Lantheus Holdings (LNTH) — Powerful Breakout to Multi-Month Highs as Bulls Seize Full Control

Trend Structure: Full Bear-to-Bull Reversal — Sustained Uptrend Now in Acceleration Phase

Nitish Kishor | 14 May 2026

Cisco Rewrites Its Growth Story as AI Infrastructure Orders Hit USD 9 Billion

Record Quarter, but the Real Story Is in the Orders

Nitish Kishor | 14 May 2026

Boeing, Nvidia, and Beijing: Trump's Summit Reshapes AI and Aviation Market Dynamics

When President Trump touched down in Beijing alongside Nvidia CEO Jensen Huang, the symbolism was deliberate. The world's most valuable chipmaker and the White House arriving together at the seat of America's principal strategic rival sent a signal that technology and diplomacy are no …

Nitish Kishor | 14 May 2026

Boeing's China Order Falls Short: Why 200 Planes Are Not Enough for the Market

Boeing (NYSE: BA) was trading at $232.05 on May 14, 2026, down $8.55 or approximately 3.55% on the day, even as President Donald Trump announced from Beijing that China had agreed to purchase 200 Boeing jets. The stock had risen 1.5% in premarket trading …

Ankur Sharma | 14 May 2026

Crypto Clarity Act Clears Senate Panel: Regulatory Certainty or Financial Risk?

The US Senate Banking Committee advances the Clarity Act 15-9, marking a landmark step towardCryptocurrencyregulation. With bipartisan cracks, banking opposition, and a narrow political window, the bill's path to law remains uncertain.Key HighlightsSenate Banking Committee advances the Clarity Act 15-9, with two Democrats crossing …

Nitish Kishor | 14 May 2026

Biogen's Diranersen Misses Its Primary Target. The Science Says Keep Going.

Biogen (Nasdaq:BIIB) announced on Thursday that its Phase 2 CELIA study of diranersen did not meet its primary endpoint. Markets opened with optimism, with shares briefly surging in pre-market on the strength of the biomarker data, before the primary endpoint miss registered fully. As …

Nitish Kishor | 14 May 2026

Ondas Holdings: A Defence Drone Play That Just Got Harder to Ignore

There is a certain irony in the fact that geopolitical instability, so corrosive to most asset classes, has become the single most reliable growth engine for a small unmanned systems company trading onNasdaq. Ondas Holdings (ONDS) reported first-quarter results on Thursday that beat analyst …

Nitish Kishor | 14 May 2026
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