Welcome back to the BBAE Blog, your trusted source for the latest investment insights and analyses from the BBAE team. This week, we’re excited to share some highlights that will keep you informed and ahead of the market. Don’t forget, some of our most valuable insights are available exclusively in the BBAE Pro app—download it now to unlock full access!
- Google–Meta TPU Talks: What It Means for Nvidia and the Market
- Bath & Body Works ($BBWI) Insiders Step In After Earnings Crash
- Trending Tickers: $NVO Alzheimer’s Trials, $WRD–$UBER Robotaxi Launch, $ASTS U.S. Expansion
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Google–Meta TPU Talks: What It Means for Nvidia and the Market
The AI chip race may be entering a new phase. This week, Reuters reported that Meta is in talks to use Google’s custom TPUs, including the latest Ironwood design, in its data centers—marking a potential shift away from Nvidia’s long-held dominance. If the partnership moves forward, it could reshape how AI infrastructure is sourced, create a new revenue stream for Google, and open the door for Broadcom, which manufactures Google’s TPUs, to quietly benefit behind the scenes. For investors, the key story is no longer just about Nvidia. The AI hardware landscape is beginning to diversify, with Google emerging as a real competitor, Meta seeking supply flexibility, and Broadcom positioned to profit from the manufacturing side of the business. Read the full breakdown here.
Bath & Body Works ($BBWI) Insiders Step In After Earnings Crash
James Kevin Symancyk, a director at Bath & Body Works ($BBWI), bought 22,500 shares at $15.58 each, investing roughly $350K and increasing his holdings by 125.85%. Another director added 10,000 shares shortly after, signaling insider interest just as the stock dropped sharply following weak quarterly results. The company reported adjusted EPS of $0.35, falling short of expectations and triggering a sell-off of nearly 25 percent as guidance was lowered and management acknowledged that stores had become overwhelming for customers. BBWI is now rolling out its “Consumer First” turnaround plan, aiming to simplify layouts, refocus on core products, and recover lost momentum. The recent insider buying comes directly after the earnings crash, raising the question of whether insiders see a turning point ahead or are simply trying to stabilize sentiment during a critical phase. You can track insider activity like this daily with InsiderEdge, available in the BBAE app.
Trending Tickers: $NVO Alzheimer’s Trials, $WRD–$UBER Robotaxi Launch, $ASTS U.S. Expansion
This week, several stocks attracted attention due to major developments. Here’s a breakdown:
- Novo Nordisk ($NVO): Novo ended its Alzheimer’s drug program after two Phase 3 trials of oral semaglutide failed to show meaningful cognitive benefit, though the treatment was deemed safe. The company said it would publish full data at upcoming conferences. Shares fell about 5%.
- WeRide ($WRD) & Uber ($UBER): The two companies launched the Middle East’s first fully driverless Robotaxi service in Abu Dhabi, offering Level 4 autonomous rides on the Uber platform. Supported by the UAE’s transport regulator, the service is expected to expand across Abu Dhabi and scale to thousands of vehicles.
- AST SpaceMobile ($ASTS): The company expanded its U.S. manufacturing capacity with new facilities in Texas and Florida, doubling its workforce to 1,800 employees. The added sites will boost production of next-generation BlueBird satellites, designed for higher bandwidth and global direct-to-smartphone coverage.
Read the full Weekly Highlights article here.
This article is for informational purposes only and is neither investment advice nor a solicitation to buy or sell securities. All investment involves inherent risks, including the total loss of principal, and past performance is not a guarantee of future results. Always conduct thorough research or consult with a financial expert before making any investment decisions. BBAE has no position in any investment mentioned.
