Article Archive

Oracle plans a major deployment of Nvidia's Vera CPUs across its infrastructure this year, signaling deepening AI infrastructure partnership with chip supplier.

NextEra's proposed combination with Dominion Energy will require an extended regulatory review in Virginia, per RBC Capital analysis, as the utilities seek to create the largest U.S. utility company.

JPMorgan shareholders voted down a call for expanded lobbying disclosure, marking a defeat for governance activists seeking more transparency on the bank's Washington spending.

A roundup of today's most significant stock moves and news across the market.

Boston Scientific's coronary lithotripsy catheter met primary safety and effectiveness endpoints in pivotal FRACTURE IDE trial, clearing a key regulatory hurdle.

Bank of America restarts coverage of ServiceNow with a Buy rating, sparking a 3.4% rally on Tuesday, May 19 as software stocks stabilize.

Promevo, trusted by 3,000+ organizations, launched three specialized Google Cloud AI services built around Alphabet's Gemini platform to drive enterprise adoption.

UBS drops its aggressive price target on Broadcom, citing unspecified concerns. Stock fell 3.20% on May 19 amid sector-wide semiconductor volatility.

Citi raises AMD price target to $460 citing AI demand boom. Stock traded at $397.08 on May 19, implying 16% upside from analyst's new forecast.

Google I/O opened as Alphabet trades near $390, with Wall Street holding 62 Buy ratings and analyst consensus at Strong Buy heading into the developer event.

Target named Jeff England, a former Walmart executive, as its new chief supply chain officer as CEO Michael Fiddelke pushes for efficiency gains and sales growth.

Home Depot topped Q1 FY2026 market expectations despite cautious consumers and weak housing demand, while reaffirming its full-year guidance. Here's what the results show.

Goldman Sachs reduces its digital asset footprint, abandoning XRP and Solana ETF holdings while trimming Bitcoin and Ethereum exposure across its product lineup.

UBS drops aggressive price target for Broadcom, citing valuation concerns amid semiconductor sector volatility and shifting AI demand dynamics.

Susquehanna analyst Mehdi Hosseini lifted the KEYS price target from $300 to $415 while keeping a Positive rating. Here's what the upgrade signals for Keysight.

Eagle Materials posted Q4 EPS of $1.91 and record revenue of $479.1M, topping estimates by 30% and 5% respectively, as cement volumes climbed 15%.

Cognizant raises its 2026 buyback target to $2 billion total, signaling confidence in shareholder returns amid operational execution.

Activist investor Elliott sees significant hidden value in Bio-Rad Laboratories, citing operational and strategic potential that markets may be underpricing.

Boston Scientific commits $1.5 billion investment in MiRus, a transcatheter heart valve maker, expanding its interventional cardiology portfolio.

ServiceNow rallies 8.78% on May 18 as investors rotate into software-as-a-service plays during broader tech retreat.

TD Cowen lifted its Broadcom price target from $405 to $500 on May 15, keeping a Buy rating as AI revenue is reported up 140% in Q2 2026.

AMAT's gross margin just reached its highest level in 25 years, driven by AI chip demand and premium products. Here's what's behind the milestone and whether it can last.

A jury dismissed Elon Musk's OpenAI lawsuit in under two hours while a SpaceX IPO rattles Tesla investors over management attention — TSLA fell 3% Monday.

Ondas Holdings announced an agreement to acquire Omnisys Ltd, adding battle-proven autonomous defense orchestration software to its platform.

Former AMD sales leader John Byrne has joined Liqid's Board of Directors, bringing 30+ years of experience scaling partner organizations at Dell and AMD.

A roundup of today's most significant stock moves and news across the market.

Western Digital unveiled post-quantum cryptography hard drives to secure AI data infrastructure, advancing next-gen trusted storage as quantum computing threats loom.

Solar tracker maker Nextracker beat EPS by 6.2% in latest quarter; Citi raises price target significantly, signaling analyst confidence in growth trajectory.

NextEra to acquire Dominion Energy in largest-ever US electric utility deal, combining two major power companies as AI demand drives energy needs.

Boeing lands first major Chinese aircraft order in approximately ten years; market reaction mixed on deal scale versus expectations.

Software firm executes $2 billion bitcoin purchase despite reporting three straight quarterly losses, shifting balance-sheet strategy.

Telehealth company plans convertible senior notes offering to fund international growth and accelerate AI-driven platform capabilities.

Biotech firm launches debt exchange offer to eliminate over $120 million in liabilities as part of restructuring plan.

NextEra Energy agreed to buy Dominion Energy in a $67B all-stock deal that would create the world's largest regulated electric utility by market cap, serving 10 million customers.

Amazon is retiring its Rufus chatbot in favor of a unified Alexa for Shopping assistant, while its custom AI chips business crossed a $20B annual run rate.

Blackstone withdraws from $4 billion New World Infrastructure acquisition, signaling deal-making caution amid market pressures.

Assurant held Q1 earnings call with analyst questions about valuation and growth; stock up 4.17% Thursday.

Analyst Citi reduced Salesforce price target from $200 to $188, citing weak enterprise software spending trends in the market.

A roundup of today's most significant stock moves and news across the market.

Oracle is broadening its agentic AI capabilities via partnerships with U.S. defense organizations, signaling expansion beyond commercial cloud.

Ondas Holdings reports Q1 2026 earnings via conference call; stock surged 26.52% on Thursday, May 14.

Biogen progresses Phase 2 tau study targeting multiple Alzheimer's pathologies, highlighted by ADDF at research conference.

LinkedIn is laying off workers weeks after Microsoft offered voluntary buyouts company-wide. Here's what the moves signal about Microsoft's workforce strategy in 2026.

Amazon India announced plans to launch 250 new Ashray Centers by end of 2026, expanding on its existing 100 facilities across Delhi NCR, Mumbai, and Bengaluru.

Cisco's Q3 2026 8-K revealed $43.5B RPO, 35% product order surge, and AI order target raised to $9B — driving a 13.4% share price gain on May 14, 2026.

A roundup of today's most significant stock moves and news across the market.

Global banking giant to boost regional brokerage headcount; move signals expansion bet amid broader Asia-Pacific growth strategy.

Defense contractor lifts annual guidance following Q1 results; stock falls 8.44% despite operational progress and analyst recognition.

Ford enters the battery storage market with new venture backed by Morgan Stanley, challenging Tesla's dominance in grid storage.

JPMorgan Chase is nearing entry into German retail banking, marking expansion of its European consumer banking footprint.

Ondas Q1 2026 revenue hit $50.1M — a 10-fold jump from Q1 2025 — as the company raised its full-year 2026 revenue forecast to $390 million.

Karyopharm beat Q1 2026 revenue estimates, completed enrollment in its Phase 3 endometrial cancer trial, and landed a late-breaking ASCO oral presentation slot.

Applied Materials reports Q2 2026 earnings Thursday as investors weigh AI-driven chip demand against slowing China sales. Analyst consensus sits at 36 Buy ratings.

Qualcomm advanced 1.36% on May 13 as Trump Mobile began shipping US-assembled phones using its chips.

OCI IaaS revenue surged 84% YoY to $4.9B and RPO hit $553B (+325%), yet Oracle's CapEx cycle is testing investor patience. Here's the bull-bear breakdown.

Alphabet Class C shares gained 3.97% on Wednesday amid technology sector momentum and AI product announcements.

Amazon gained 1.62% on Wednesday as the e-commerce and cloud leader participated in a technology sector advance to record highs.

Alphabet gained nearly 4% on Wednesday amid broad tech strength and reports of AI product launches including Googlebooks.

Spire Global posted Q1 2026 revenue of $15.8M, beating its own guidance range. Shares rose 4.14% on Wednesday, May 13 as results were released.

Leslie's reported Q2 2026 sales growth of 4.3% and comparable sales up 6.6%, yet shares declined on Wednesday. Full-year guidance was reiterated.

A roundup of today's most significant stock moves and news across the market.

Ford shares gained 2.50% on Wednesday as strategic initiatives and dividend sustainability attract value investors despite margin pressures.

Nextracker shares jumped 11.17% on Wednesday, reaching a 52-week high as strong yearly growth and AI sentiment lift the solar tracker maker.

Nike shares fell 1.35% on Wednesday as margin compression and tariff lawsuits weigh on investor confidence.

NVIDIA shares reached a new 52-week high on Wednesday, May 13 as CEO Jensen Huang accompanied President Trump on a visit to China, lifting AI chip sentiment broadly.

VSH traded above its 52-week high after Q1 2026 results. Analyst consensus remains cautious despite the session's strong gain.

Immunic posted a Q1 2026 net loss of $32.6M as it continues funding its Phase 3 ENSURE trials. A new CMO appointment and strong analyst backing underpin the outlook.

Cisco shares traded near 52-week highs Wednesday ahead of its Q3 results. Wall Street expects EPS of $1.03 on revenue of $15.56B.

MicroStrategy stock dropped 5.88% on Tuesday, May 12, as the company made its smallest Bitcoin purchase of 2026, signaling a potential change in accumulation strategy.

AST SpaceMobile tumbled 11.62% on Tuesday, May 12, amid broader weakness in space stocks ahead of a potential SpaceX IPO.

STERIS stock surged on Tuesday, May 12, even after reporting Q4 results that fell short of consensus expectations.

JPMorgan advances blockchain ambitions with SEC filing for tokenized money market fund on Ethereum network.

Oklo reported Q1 2026 EPS of -$0.19, narrowly beating estimates but widening sharply from a year ago. Shares fell $4.50 on Tuesday, May 12.

NXT posted non-GAAP EPS of $1.05 and revenue of $880.5M, topping estimates. The company raised FY2027 revenue guidance to $3.8–$4.1B.

A roundup of today's most significant stock moves and news across the market.

Verizon gained 1.12% on Tuesday as CEO outlines cost-reduction and AI strategy amid $12B bond sale.

Robinhood dipped 1.36% on Tuesday as the firm prepares a second retail venture IPO amid market volatility.

Coherent fell 2.77% on Tuesday despite a major analyst upgrade, signaling market skepticism on valuation.

AMAT dropped 3.00% on Tuesday after announcing expanded TSMC partnership, signaling sector caution.

GM rose 0.31% on Tuesday despite laying off 500–600 salaried IT workers, redeploying talent toward AI.

QCOM fell 5.48% on Tuesday amid broader chip stock selloff after recent record highs, raising sector concerns.

FOXA fell 0.62% on Tuesday after Q3 EPS beat estimates, with distribution revenue offsetting ad weakness.

FOX fell 0.10% on Tuesday despite Q3 EPS surpassing consensus, buoyed by distribution revenue strength.

Hims & Hers shares plummeted Tuesday after the telehealth provider reported a quarterly net loss and underwhelming earnings outlook.

FactSet shares rose modestly on Tuesday after the company expanded its valuation capabilities through a partnership with Valutico.

Micron shares fell sharply on Tuesday amid a broad tech retreat sparked by concerns over a potential AI windfall tax.

Zebra Technologies beat Q1 EPS estimates and lifted its full-year outlook, sending shares up 14.21% on Tuesday, May 12.

Stock drops 4.45% as automaker cuts jobs amid mounting EV transition and competitive headwinds.

Stock jumps 6.50% as AI supercycle boosts memory chip demand amid Samsung production challenges.

Fox stock jumped 8.09% on Monday, May 11, as Q3 EPS exceeded estimates despite year-over-year revenue decline.

STERIS beat EPS estimates in fiscal Q4 but shares declined 2.70% as investors weighed the results on Monday.

SPG beat Q1 expectations and lifted annual FFO guidance on steady leasing demand, while raising its quarterly dividend.

RGTI posted Q1 revenue of $4.4M, topping estimates, and brought its 108-qubit Cepheus system to market. Shares closed up 8.29% on Monday, May 11.

AST SpaceMobile shares recovered sharply on Monday, May 11, even as Q1 results revealed a revenue miss and wider losses. Full-year guidance was reaffirmed.

A roundup of today's most significant stock moves and news across the market.

Power electronics firm delivered Q1 beat and upgraded guidance but declined 1.13%, signaling valuation concerns despite strong execution.

Lodging platform disappoints on earnings per share, missing consensus by 14% despite modest 0.70% gain on Monday.

Mobile chip designer jumps on Intel appointment news and renewed investor focus on AI device expansion beyond smartphones.

Optical networking specialist soars 12.75% on Monday as it joins the Nasdaq-100 index following a 1,230% run.

Corning climbed 7.32% on Monday, May 11 as NVIDIA's $500 million fiber optics investment underscores the company's role in solving AI data center interconnect constraints.

Coherent surged 7.78% on Monday, May 11 after posting record Q3 earnings and securing a $2 billion AI optics investment from NVIDIA, validating its bottleneck positioning.

Western Digital surged 7.22% on Monday, May 11 as memory and storage stocks benefit from broadening AI infrastructure spending across the semiconductor sector.

Applied Materials gained 1.91% on Monday, May 11 as the chipmaker deepens ties with TSMC to accelerate AI semiconductor scaling.

Hecla Mining jumped 7.63% on Monday, May 11, as record free cash flow and shift to a debt-free balance sheet reshape the mining company's investment narrative.

EchoStar swung to a net loss in Q1 while subscriber declines outpaced expectations, though stock rallied 2.69% on Monday, May 11.

Alphabet shares fell on Monday, May 11, as new AI-related security concerns surfaced alongside plans for a yen-denominated bond offering to fund AI infrastructure.

NVIDIA shares rose 1.55% on Monday, May 11 to close at $218.54, edging past the prior 52-week high. Fundamental strength and a new AI cloud deal keep Wall Street firmly bullish.

Mosaic's Q1 EPS of $0.05 fell sharply below the $0.24 consensus, sending shares lower. The company also withdrew its 2026 phosphate production guidance.

Hims & Hers Health gained on Monday amid strategic moves into AI-driven care and GLP-1 medications. Analysts remain broadly constructive despite a wide 52-week range.

Fox Corp posted Q3 FY2026 revenue of $3.99B and non-GAAP EPS of $1.32, beating consensus by 36.4%. Shares rose $2.31 on Monday, May 11.