Today: 7 February 2026
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Cogent Biosciences (COGT) soars ~115% after PEAK Phase 3 shows 16.5‑month PFS in GIST; NDA targeted for 1H 2026 (Nov. 10, 2025)

Cogent Biosciences (COGT) soars ~115% after PEAK Phase 3 shows 16.5‑month PFS in GIST; NDA targeted for 1H 2026 (Nov. 10, 2025)

Cogent Biosciences (NASDAQ: COGT) announced positive top‑line results from its Phase 3 PEAK trial testing bezuclastinib plus sunitinib in second‑line gastrointestinal stromal tumor (GIST), sending the stock sharply higher in Monday trading. The combination delivered a median progression‑free survival (mPFS) of 16.5 months vs. 9.2 months for sunitinib alone (HR=0.50; 95% CI 0.39–0.65; p<0.0001) and a 46% objective response rate vs. 26% on sunitinib monotherapy (p<0.0001). GlobeNewswire “It is a historic day for Cogent Biosciences and the GIST patient community,” CEO Andrew Robbins said, adding that the bezuclastinib combination “is poised to become the new standard of care” in second‑line
10 November 2025
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Jefferies Swaps Nvidia for Broadcom as Top AI Pick: $480 Target, Big Custom‑Chip Bets, and a 5‑Year AVGO Outlook (Nov. 10, 2025)

Jefferies Swaps Nvidia for Broadcom as Top AI Pick: $480 Target, Big Custom‑Chip Bets, and a 5‑Year AVGO Outlook (Nov. 10, 2025)

On Monday, Nov. 10, 2025, Wall Street chatter is still centered on Jefferies’ high‑profile call: Broadcom (NASDAQ: AVGO) replaces Nvidia (NASDAQ: NVDA) as the brokerage’s top pick in semiconductors, underpinned by a surge in demand for custom AI chips. The move, first detailed last week, comes alongside a fresh five‑year scenario analysis for Broadcom making the rounds in investor media—and a separate downgrade of Pinterest in the same analyst roundup. MarketWatch+2StreetInsider.com+2 Key takeaways Why Jefferies flipped its top pick from Nvidia to Broadcom Jefferies’ semiconductor team, led by Blayne Curtis, argues that custom AI chips are moving into a “step‑function”
10 November 2025
Centene (CNC) Slides on ACA-Subsidy Uncertainty as Wellcare Expands in Texas and Ambetter Adds South Carolina Plans — Nov. 10, 2025

Centene (CNC) Slides on ACA-Subsidy Uncertainty as Wellcare Expands in Texas and Ambetter Adds South Carolina Plans — Nov. 10, 2025

Market snapshot As of 14:48 UTC on Nov. 10, CNC traded at $33.91 (intraday range $33.64–$36.09). Why CNC is under pressure today In posts over the weekend, President Donald Trump called for redirecting “hundreds of billions” in ACA subsidy funds directly to consumers, rather than to insurers. By early Monday, managed-care stocks with ACA exposure, including Centene, were lower in premarket trading. Reuters notes the comments land amid a 40‑day federal government shutdown and renewed debate over enhanced ACA subsidies set to expire Dec. 31, a program that has helped double ACA enrollment to ~24 million since 2021. Reuters Company
10 November 2025
IMTE Stock Today: Nasdaq Delisting Clock Hits Nov. 10—Shares Trade as Hearing Stay Appears in Effect

IMTE Stock Today: Nasdaq Delisting Clock Hits Nov. 10—Shares Trade as Hearing Stay Appears in Effect

Integrated Media Technology Limited (NASDAQ: IMTE) faced a scheduled Nasdaq suspension and delisting on Nov. 10, 2025, over a late 20‑F. Shares were trading at the open, suggesting a short automatic stay tied to a Nasdaq hearing request. Here’s the status, timeline, and what investors should watch next. Key takeaways Stock snapshot (intraday) As of ~14:34 UTC (9:34 a.m. ET), IMTE was actively trading with heavy volume. At a glance: Price ~$1.06; day’s range ~$0.88–$2.32; intraday volume ~51.8M. (Live exchange data via widget above.) What happened and when (the timeline) Editor’s context: Several outlets and market pages recapped the Oct.
10 November 2025
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Movano (NASDAQ: MOVE) Soars on All‑Stock Merger With Corvex to Create Secure AI‑Infrastructure Pure Play — Nov. 10, 2025

Movano (NASDAQ: MOVE) Soars on All‑Stock Merger With Corvex to Create Secure AI‑Infrastructure Pure Play — Nov. 10, 2025

What Happened Movano Inc. (NASDAQ: MOVE) and Corvex, Inc., a GPU‑accelerated AI cloud company, signed a definitive all‑stock merger agreement. The combined business will focus squarely on secure, high‑performance AI infrastructure—including GPU clusters for training/inference, confidential computing, and inference‑as‑a‑service—repositioning Movano away from consumer health wearables. Upon closing, “Movano Inc.” will be renamed “Corvex, Inc.” and move its headquarters to Arlington, Virginia. PR Newswire The boards of both companies have unanimously approved the transaction, which is targeted to close in Q1 2026, subject to customary approvals, Nasdaq listing conditions for the new shares, and the effectiveness of an S‑4 registration statement.
10 November 2025
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Opendoor (OPEN) today — Nov. 10, 2025: JPMorgan calls a ‘major transformation,’ while investors weigh a $1.2B note repurchase, 180.6M‑share sale, and a new tradable‑warrants dividend

Opendoor (OPEN) today — Nov. 10, 2025: JPMorgan calls a ‘major transformation,’ while investors weigh a $1.2B note repurchase, 180.6M‑share sale, and a new tradable‑warrants dividend

What changed today (Nov. 10) JPMorgan’s take: In a note highlighted this morning, JPMorgan described Opendoor’s strategy reset as a “major transformation,” maintaining a positive stance and pointing to a volume‑driven plan (clear legacy inventory, accelerate acquisitions) aimed at hitting breakeven by end‑2026. That framing helps explain why some investors are looking past near‑term red ink toward execution milestones in 2026–2027. Benzinga Post‑earnings sentiment check: Separate coverage today noted that analyst targets have been adjusted following last week’s report, with attention on how quickly the company can translate higher acquisitions into improved unit economics. Simply Wall St The week’s big
10 November 2025
Intel (INTC) News Today — Nov. 10, 2025: Ex‑Engineer “Top Secret” Data Lawsuit; INTC Rises as Shutdown Deal Lifts Tech

Intel (INTC) News Today — Nov. 10, 2025: Ex‑Engineer “Top Secret” Data Lawsuit; INTC Rises as Shutdown Deal Lifts Tech

INTC today: price snapshot As of 14:12 UTC on Monday, Intel (NASDAQ: INTC) traded around $38.13, up ~2.4% on the session as risk appetite improved with Washington progress on a funding deal. 1) Intel files suit over alleged theft of “Top Secret” data Intel has sued former software engineer Jinfeng Luo, alleging he downloaded roughly 18,000 internal files—some labeled “Intel Top Secret”—to a network‑attached storage device days before his termination, then went off the grid. The U.S. District Court (W.D. Washington) docket shows Intel filed the complaint Oct. 31, 2025. Press coverage of the case intensified yesterday and today, with
10 November 2025
Ondas Holdings (ONDS) names ex‑Rafael chief Yoav Har‑Even to OAS advisory board as Sentrycs acquisition advances — Nov. 10, 2025

Ondas Holdings (ONDS) names ex‑Rafael chief Yoav Har‑Even to OAS advisory board as Sentrycs acquisition advances — Nov. 10, 2025

Ondas Holdings Inc. (NASDAQ: ONDS) announced that Maj. Gen. (Ret.) Yoav Har‑Even, former President & CEO of Rafael Advanced Defense Systems, has joined the advisory board of Ondas Autonomous Systems (OAS), the company’s defense and security robotics unit. The move adds a veteran of multi‑domain operations and large defense programs to OAS at a time when Ondas is expanding its counter‑UAS and autonomous platforms portfolio. Ondas Holdings Inc. What happened today Stock snapshot As of early afternoon (14:11 UTC) on Monday, ONDS traded around $5.81, up ~10.5% on the day. Why this matters The Har‑Even appointment signals Ondas’ intent to
10 November 2025
InflaRx (IFRX) pops on positive INF904 Phase 2a results in HS & CSU; Q3 filing shows €44.4M liquidity and runway into 2027 — Nov 10, 2025

InflaRx (IFRX) pops on positive INF904 Phase 2a results in HS & CSU; Q3 filing shows €44.4M liquidity and runway into 2027 — Nov 10, 2025

InflaRx N.V. (NASDAQ: IFRX) surged into today’s session after unveiling topline Phase 2a data for its oral C5aR inhibitor INF904 in hidradenitis suppurativa (HS) and chronic spontaneous urticaria (CSU), alongside filing its third‑quarter Form 6‑K showing €44.4 million of available funds and a cash runway into 2027. The company also set out next steps: a Phase 2b HS trial targeted to start in 2026 and continued partnering discussions to accelerate development across indications. What InflaRx reported today The numbers investors will care about (Q3 2025 6‑K) Why this matters Market reaction (Nov 10, 2025) Key data points from the press
10 November 2025
Rumble (RUM) soars on $767M Northern Data deal; Tether pledges up to $250M; Q3 revenue misses — Nov. 10, 2025

Rumble (RUM) soars on $767M Northern Data deal; Tether pledges up to $250M; Q3 revenue misses — Nov. 10, 2025

Rumble Inc. (NASDAQ: RUM) said today it will acquire German AI infrastructure firm Northern Data in an all‑stock transaction valued at roughly $767 million, unveiled two new commercial commitments from Tether worth up to $250 million, and released mixed Q3 2025 results. Shares initially jumped in early trading. What Rumble announced today Why it matters: The package signals Rumble’s pivot from a pure video platform toward AI and cloud infrastructure, aiming to control compute supply, reduce dependence on third‑party hyperscalers, and open new B2B revenue streams. Deal terms at a glance Q3 2025 results: revenue soft, losses narrower Rumble’s Q3
10 November 2025
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Tesla (TSLA) News Today — November 10, 2025: China Sales Hit 3‑Year Low, Cybertruck Chief Exits, and Tesla Launches Short‑Term Rentals

Tesla (TSLA) News Today — November 10, 2025: China Sales Hit 3‑Year Low, Cybertruck Chief Exits, and Tesla Launches Short‑Term Rentals

China: sales slide underscores a tougher competitive landscape Fresh data out of Beijing show Tesla’s October retail sales fell 35.8% year over year to 26,006 vehicles, the company’s weakest monthly retail tally in three years. While exports from Giga Shanghai hit a two‑year high (35,491 units), Tesla’s domestic EV market share plunged to 3.2%, down from 8.7% in September—its lowest in more than three years. The drop comes amid fierce local competition (including Xiaomi’s record month) and softer consumer sentiment as incentives fade. Reuters Why it matters: China is Tesla’s second‑largest market; a sustained share decline can pressure margins and
10 November 2025
NVIDIA (NVDA) News Today: Stock Edges Higher as Santa Clara Data Centers Await Power; New ‘Dynamo’ AI Inference Integrations — Nov. 10, 2025

NVIDIA (NVDA) News Today: Stock Edges Higher as Santa Clara Data Centers Await Power; New ‘Dynamo’ AI Inference Integrations — Nov. 10, 2025

Market move: NVDA steadies into the open NVIDIA shares were modestly higher in early U.S. trading Monday as the market digests infrastructure headlines and platform updates ahead of next week’s earnings. Bloomberg flagged NVDA among premarket movers, and the live quote above shows spot pricing as of mid‑morning UTC. Bloomberg Infrastructure squeeze at home: Santa Clara power delays Reporting from Bloomberg and Bloomberg Law says two large data center campuses in Santa Clara, California—NVIDIA’s backyard—could sit empty for years because the municipal utility isn’t ready to deliver enough electricity. Fortune echoed the theme, underscoring how AI’s energy appetite is outpacing
10 November 2025
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Stock Market Today

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

7 February 2026
Google raised its 2026 capital expenditure forecast to $175 billion–$185 billion, with most spending expected on data-center chips. Broadcom shares rose about 2% after the announcement, while Nvidia and AMD slipped. Jefferies reiterated a buy rating on Broadcom, maintaining a $500 price target, implying a 62% upside from Wednesday’s close.
No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

7 February 2026
The IRS has not announced new federal stimulus payments for February 2026, and Congress has not approved fresh checks. Trump told NBC he is considering $2,000 tariff rebate checks but has not committed, saying any payout would likely come later in 2026. The IRS warns taxpayers to ignore texts and emails about “stimulus payments” and verify notices through official channels.
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