Tesla’s TSLA energy storage business recorded 8.8 GWh of deployments in the first quarter of 2026, reflecting a sequential decline of 38% and a 15% year-over-year decrease. At first glance, the drop may appear to signal a slowdown in momentum. However, energy storage deployments are inherently volatile, as large utility-scale projects depend on customer timing … Read more
Nasdaq 100 Rally Looks Increasingly Unsustainable Amid Narrow Chip-Led Surge
Russ Cohen
Over the past few weeks, the (NDX / NQ) has staged one of the most eye-catching rallies in recent memory. From the late-March lows, the index has surged roughly 15-17% in a near-vertical climb, repeatedly printing fresh all-time highs and leaving many traders breathless. As of mid-May 2026, June are hovering near the 29,600 level … Read more
Consensys Pushes IPO to Fall 2026: Why Joseph Lubin Is Waiting for a Better Window
Russ Cohen
In Consensys IPO news, the development firm led by founder Joseph Lubin has pushed back its planned US public offering from February 2026 to fall 2026 at the earliest Lubin has signaled that the company is waiting for a more favorable market window rather than forcing a listing into deteriorating macro and crypto market conditions. … Read more
The AI Trade Everyone Loves Is About to Get Dangerous
Semiconductor stocks are up 70% in six weeks. Here’s what happened the last two times markets looked like this. Hello, Reader. Tom Yeung here with today’s Smart Money. Two weeks ago, Canadian hydrologist Darri Eythorsson reported that he had built an AI trading platform in just six days. “I am telling you this because it … Read more
Rave Restaurant Stock Up Post Q3 Earnings, Pizza Inn Sales Strong
Shares of Rave Restaurant Group, Inc. RAVE have gained 0.8% since the company reported earnings for the quarter ended March 29, 2026, compared with the S&P 500 Index’s 1.1% growth over the same period. Over the past month, the stock rallied 13.9%, outperforming the S&P 500’s 6.8% gain. Rave Restaurant’s Earnings Snapshot Rave Restaurant reported … Read more
AST SpaceMobile Plummets on Q1 Miss: Can Integration Save the SpaceX Rival?
When an aerospace upstart’s next-generation BlueBird satellites are the largest commercial communication arrays to ever be deployed in low Earth orbit (LEO), expectations for that company can be astronomical. So when space-based cellular broadband network provider AST SpaceMobile reported Q1 2026 results on Monday, May 11, investors were understandably deflated by a bearish double-miss. In … Read more