$Tesla Motors(TSLA)$ Cybercab just received its EPA Certificate of Conformity. It's one of those "boring but important" milestones that actually matters for the rollout. It essentially means it meets federal emissions requirements and can be legally sold/introduced in the U.S. Not a hype headline, but these are the checkpoints that quietly remove friction over time. Step-by-step progress... nothing flashy, just execution.
$Penguin Solutions, Inc.(PENG)$ Last week at $73, now at $58. Why? On June 1, the company reaffirmed full-year guidance at the high end, citing booming AI demand. The stock jumped 20%... then faded with the broader market. Nothing's changed. Demand is still strong. Looking under the hood: AI infrastructure for NASA, Air Force, Navy, Lockheed Martin, Boeing. Partnerships with $NVIDIA(NVDA)$ , $Advanced Micro Devices(AMD)$ , SK Hynix. Integrated Memory revenue was up 63% last quarter. The Marvell photonics deal still seems underappreciated by analysts. Next catalyst: Q3 earnings on July 7 - tracking strong. You're effectively buying a $73 stock for $5
Mind-blowing: Nvidia $NVIDIA(NVDA)$ is now at a $5 trillion market cap. For context, the entire UK public market is around $4.6 trillion. So one company is now worth more than all the public companies in an entire country. $NVIDIA(NVDA)$ is literally rewriting what tech dominance looks like in terms of scale.
$NVIDIA(NVDA)$ NVIDIA stock received fresh buy ratings from multiple Wall Street firms in just a 7-day span. Wedbush set the highest target at $330, Jefferies and Mizuho at $300, and Morgan Stanley at $288.