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Looking for FREE stock market news?
Check out Alpha Coverage: wealthwisedca.substack.com/p/alpha-coverage-153
#JOBY #ACHR #BETA #EVTL #ITA #USO #QCOM #EPI #GEV #FLY #ETHB #ETH #SLB #OII #WRD #GELYF #OKLO #LEU #HIMS #NVO #AAOI #SPY #QQQ #DIA #UUP #TLT #ONDS #AAPL #INQQ
3 minutes ago | [YT] | 0
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WealthWise
Wall Street is growing increasingly skeptical that the Iran conflict will be short-lived, with markets beginning to price in a prolonged supply disruption.
MIT economist Olivier Blanchard warned oil prices will remain "very high for a long time" and higher than markets currently reflect, arguing the 20M barrel/day shortage is structural and the 400M barrel reserve release can only add "around 3M to 4M barrels daily."
With oil demand elasticity "at most -0.1," Blanchard sees prices closer to "$150-$200 per barrel (or more)" than current levels.
Former Deutsche Bank and Goldman Sachs banker Marc-André Fongern was blunt on U.S. strategy: "The U.S. isn't playing chess anymore, it's stuck reacting move by move. Tactical wins, zero exit strategy. Oil markets calling the shots, Iran holding leverage, and Washington just looking for a way out. That's not what winning looks like!"
#OilPrices #Iran #WallStreet #CrudeOil #MiddleEast #EnergyMarkets #SPR #Geopolitics #MacroEconomics #Brent
1 day ago | [YT] | 1
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WealthWise
TD Cowen initiated BWX Technologies with a Buy rating and $230 price target, citing the company's "strong nuclear heritage and capabilities combined with being a technology-agnostic service and equipment provider as very attractive."
Analyst Marc Bianchi highlighted BWXT as the only large nuclear-certified component manufacturer in North America, with a portfolio spanning government and commercial operations generating strong recurring cash flow and potential for more than $10B in value creation.
BWXT has also been selected to reestablish domestic uranium enrichment for defense purposes — a potential recurring business.
Near-term catalysts include the Trump administration's goal to build 10 new reactors by 2030, capacity expansion at its Mount Vernon, Indiana facility, and an updated 30-year U.S. Navy shipbuilding plan.
#BWXTechnologies #BWXT #NuclearEnergy #NuclearPower #SMRs #NuclearReactors #UraniumEnrichment #AdvancedNuclear #CleanEnergy
1 day ago | [YT] | 1
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WealthWise
Here is my take on Private Credit (Free):
wealthwisedca.substack.com/p/private-credit-could-…
#PrivateCredit #PrivateCreditCrisis #BlueOwl #BlackRock #Blackstone #MorganStanley #Cliffwater #JPMorgan
1 day ago | [YT] | 0
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WealthWise
Ballard Power Systems posted Q4 revenue of $33.6M (+37.1% Y/Y), beating estimates by $1.36M, with Adjusted EBITDA of -$11.6M.
Heavy Duty Mobility drove growth at $28.6M (+70% Y/Y), with rail revenue surging 892% to $10.8M.
Stationary revenue declined 54% to $3.2M, while Emerging Markets rose 138% to $1.8M, compared to Q4 2024.
Order backlog ended 2025 at $119.3M with $20.1M in new Q4 orders, though the 12-month orderbook fell 25% to $53.9M from Q3 as significant volume of fuel cell products deliveries were made in Q4.
#BallardPower #HydrogenFuelCell #FuelCell #CleanEnergy #Hydrogen #GreenMobility
1 day ago | [YT] | 1
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WealthWise
BlackRock launched ETHB, a new exchange-traded product offering staked ether exposure that generates income by staking a portion of its ether holdings.
The product complements the existing ETHA, giving iShares investors a choice between plain ether exposure and an income-generating staked option.
ETHB carries a 0.25% sponsor fee, reduced to 0.12% for the first year on the initial $2.5B AUM.
#Ethereum #EthereumStaking #Staking #ETHB #ETH #StakedEther #CryptoETF #DigitalAssets #Crypto
1 day ago | [YT] | 0
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WealthWise
Ballard Power Systems surged 9% yesterday after securing a commercial agreement with New Flyer — an NFI Group subsidiary — for 500 FCmove-HD+ fuel cell engines totaling 50 MW, the largest single commitment from New Flyer since the partnership began.
Deliveries start in 2026, powering New Flyer's Xcelsior CHARGE FC hydrogen fuel cell buses across North America.
#BallardPowerSystems #HydrogenFuelCell #NewFlyer #HydrogenBus #CleanTransit #FuelCell #GreenMobility #Hydrogen #Sustainability
2 days ago | [YT] | 0
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Serve Robotics posted Q4 revenue of $0.88M (+388.9% Y/Y), beating estimates by $0.11M, with GAAP EPS of -$0.46 beating by $0.08.
The company raised 2026 revenue guidance to ~$26M, above the $25.28M consensus, driven primarily by the Diligent Robotics acquisition.
A new partnership with White Castle will deliver Sliders via Uber Eats through Serve's autonomous robots.
CEO Kashani outlined near-term priorities as operational optimization — getting all existing robots fully active daily by mid-2026 — before scaling to 1,000 small robots "over the next few years."
International expansion is a "2027 opportunity" with 2026 focused on laying groundwork through active discussions with city officials in multiple markets.
#ServeRobotics #AutonomousDelivery #Robotics #WhiteCastle #UberEats #DeliveryRobot #DiligentRobotics #AI #FoodDelivery
2 days ago | [YT] | 2
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WealthWise
NASA awarded Redwire an additional $4M to advance microgravity drug development on the ISS using its Pharmaceutical In-space Laboratory (PIL-BOX) technology, expanding an existing task order under a $25M five-year InSPA contract.
With 43 units flown, PIL-BOX has contributed to growing high-quality crystals that could transform the development of lifesaving medicines.
#Redwire #NASA #ISS #SpacePharma #Microgravity #DrugDevelopment #InSPA #PILBOX #SpaceTech #Biotech
2 days ago | [YT] | 0
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WealthWise
Elon Musk revealed that xAI's Macrohard and Digital Optimus are now effectively the same project, developed jointly between xAI and Tesla following Tesla's recent xAI investment.
Digital Optimus an AI agent for the electric vehicle company, a digital version of the humanoid robot Optimus.
"Grok is the master conductor/navigator with deep understanding of the world to direct digital Optimus, which is processing and actioning the past 5 secs of real-time computer screen video and keyboard/mouse actions," Musk said.
"Grok is like a much more advanced and sophisticated version of turn-by-turn navigation software."
"You can think of it as Digital Optimus AI being System 1 (instinctive part of the mind) and Grok being System 2 (thinking part of the mind)," he added.
"This will run very competitively on the super low cost Tesla AI4 ($650) paired with relatively frugal use of the much more expensive xAI Nvidia hardware. And it will be the only real-time smart AI system. This is a big deal."
#ElonMusk #Musk #xAI #Tesla #Grok #DigitalOptimus #Macrohard #AI #RealTimeAI #TeslaAI #AIAgents
2 days ago | [YT] | 1
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