Article Archive

Meta is rolling out paid tiers across Facebook, Instagram, WhatsApp, and its AI chatbot — here's what the move means for META's revenue diversification.

Jamie Dimon told the Bernstein conference JPMorgan could spend up to $20B on a single acquisition — here's what it means for JPM's M&A strategy.

Marvell posted $2.22B in Q1 revenue and lifted its full-year outlook on AI data center chip demand — here's what it means for MRVL investors.

Salesforce beat Q1 EPS estimates by 23% with $3.88 vs $3.15 expected and $11.13B in revenue — but weak Q2 guidance has investors worried. Here's what it means for CRM.

Analysts revised LLY's fair value estimate to $1,211.03/share amid retatrutide Phase 3 data — here's what the evolving GLP-1 narrative means for investors.

$1.6B Dell-IREN deal puts NVIDIA Blackwell GPUs at the heart of new AI data center buildouts — here's what it means for NVDA demand.

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

Ford Energy landed a 20 GWh battery storage deal with EDF — here's what the energy venture means for Ford's pivot beyond automotive.

Amazon pledges £15B in UK investment toward £40B expansion target — here's what the company's aggressive data centre push means for its cloud infrastructure footprint.

Trump administration floats $20B lunar initiative with Elon Musk eyeing a 'major' moon base. Here's what the SpaceX-backed project could mean for Tesla.

Wells Fargo kept its Buy rating on PANW with a $285 target on May 21 — here's what the analyst conviction means for investors.

RBC Capital set a $220 price target on Chevron after Q1 results, while UBS stays bullish too — here's what analysts see for CVX investors.

Google is one of four tech giants backing the DCII, a nonprofit push to deploy next-gen energy tech in data centers — here's what it means for GOOGL investors.

GM landed a NASA contract to build a battery system for a lunar exploration vehicle — a major defense and space program win that marks expansion beyond automotive.

Tesla's autonomous vehicle ambitions face real-world challenges as the robotaxi program stumbles in Texas. Why the setback matters amid a stretched valuation.

Starbucks' AI-driven turnaround effort has stumbled, raising questions about CEO Niccol's strategic direction. What this means for the turnaround plan.

Broadcom announced a new 50G PON edge AI portfolio — here's what the product expansion means for AVGO's infrastructure play.

Morgan Stanley raised its Chevron price target by $2, signalling improved outlook despite modest oil-price pressures—what the analyst shift means for CVX.

Wall Street analysts lifted price targets on Marvell as the chipmaker prepares to showcase AI connectivity solutions at COMPUTEX 2026—here's what the upgrade means.

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

Eli Lilly is spending $3.8B to acquire three vaccine developers — LimmaTech, Curevo, and a third — in a major pipeline expansion. What it means for LLY's growth outlook.

Robinhood received CIRO regulatory approval to acquire WonderFi Technologies, entering the Canadian market. What the deal means for HOOD's crypto and trading growth strategy.

Google faces its largest EU antitrust fine yet over search monopoly allegations. The penalty size, what triggered it, and what it means for GOOGL shareholders.

JPMorgan disclosed $50B in private credit exposure and says it's comfortable — here's why that position matters for JPM's risk profile, balance sheet, and dividend outlook.

Oppenheimer and Citi both lifted price targets on Marvell, signaling renewed confidence in the chipmaker's growth prospects amid AI demand.

Meta lays off 8,000 employees as Mark Zuckerberg signals continued restructuring; senator questions AI's broader labor impact amid workforce cuts.

Star Wars film 'The Mandalorian' launches with $100M opening weekend, signaling strength in Disney's theatrical slate as the company pursues streaming-to-film strategy.

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

Solar tracker maker Nextracker upgraded its outlook following better-than-expected results and new acquisitions, driving stock up 7.85% on May 25.

NVIDIA is acquiring equity positions in other AI companies, a strategy analysts say could become a meaningful catalyst for future net income beyond chip sales.

Super Micro Computer names Matthew Thauberger to newly created CRO role as company pursues AI server growth amid internal control remediation.

Stifel raises price target on Marvell as AI semiconductor demand accelerates. Stock surges 2.96% Friday on analyst optimism about data center chip cycle.

Alphabet and NVIDIA stood out as the biggest Mag 7 winners this earnings cycle, with Google Cloud growth described as showing bullish acceleration, per Yahoo Finance.

Rocket Lab surged 9% to $137.23 after its 88th successful launch for Synspective, while a record $2.2B backlog including a $90M Space Force GEO contract drove analyst upgrades.

Dell surged 14% to a record $291.20 as Wells Fargo, JPMorgan and Citi raised price targets ahead of Q1 FY2027 earnings on May 28, citing a $43B AI server backlog.

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

Bank of America promotes Richard Hardegree to Vice Chair of Mergers and Acquisitions, signaling leadership restructuring in its investment banking division.

Crypto exchange reports Q1 net loss but signals optimism on new regulatory framework and partnerships; stock down 5.2% after earnings.

European Committee for Medicinal Products recommends approval of MAVIRET (glecaprevir/pibrentasvir) for acute hepatitis C infection treatment.

Eli Lilly announces Phase III trial results for oral GLP-1 treatment Foundayo, showing significant weight-loss benefits in elderly populations, expanding the company's weight-loss drug pipeline.

AMD doubles down on AI with a $10B investment commitment. Here's what the move signals for the chipmaker's data center ambitions and production scale.

SpaceX's S-1 filing names Intel as a key partner in a major new fabrication facility, a significant win for INTC's foundry ambitions, per Wolfe Research.

Apple has appealed its App Store payment dispute with Epic Games to the Supreme Court, a ruling that could reshape how developers handle payments outside Apple's ecosystem.

Tesla is recalling 14,575 Model Y SUVs in the U.S. over missing weight labels. Here's what the recall covers and what it means for TSLA investors.

Amazon shareholders backed the company's board at its annual meeting, where CEO Jassy touted AI initiatives and AWS expansion as growth pillars.

Workday beat Q1 fiscal 2026 earnings estimates under its new CEO, filing results with the SEC on May 21. Analyst consensus sits at Buy with 30 of 48 ratings bullish.

Take-Two beat Q1 revenue estimates with $1.68B in sales and reaffirmed GTA VI's Nov. 19 launch, though annual bookings guidance came in below Wall Street forecasts.

Ross Stores posted Q1 EPS of $2.02 and revenue of $6.01B, topping Wall Street forecasts. The off-price retailer also raised its full-year guidance.

Ralph Lauren beat Q4 FY2026 estimates with revenue rising 16.6% to $1.98B and direct-to-consumer comparable store sales up 17%, despite U.S. tariff headwinds.

Copart beat Q3 fiscal 2026 estimates with EPS of $0.43 vs. $0.41 expected and revenue of $1.237B vs. $1.195B forecast. Here's what the results showed.

Eli Lilly acquires Engage Biologics for up to $202 million and reports Phase 3 obesity drug data showing 'meaningful' weight loss. Stock rose 1.31%.

AMD announces $10 billion investment in Taiwan AI chip production capacity. Stock fell 2.70% on Thursday amid broader pre-market uncertainty.

Walmart posted Q1 revenue of $177B, topping estimates, but below-consensus earnings guidance sent shares down on May 21, 2026. Here's what happened.

ADS reported Q4 EPS of $1.07 and revenue of $676.8M, both beating estimates, while lifting its quarterly dividend 11% to $0.80/share annually.

Workday unveiled two new AI-powered products at the Sana AI Summit, expanding its enterprise platform into IT service management and travel expense automation.

Deere posted Q2 2026 EPS of $6.55 vs. the $5.70 consensus and $13.37B in revenue, while holding its full-year net income forecast at $4.5B–$5B.

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

Lowe's Q1 2026 revenues rose to $23.07B from $20.93B, with online sales gaining ground even as DIY market pressures weighed on overall profit.

Target lifted its 2026 net sales growth forecast to ~4% after Q1 revenue climbed 6.7% and store traffic rose 4.4%. CFO urges caution on the road ahead.

NVIDIA's Q1 FY27 results showed net income of $58.3B, up 211% year-over-year, as revenue climbed 85% to $81.6B driven by hyperscalers and AI cloud demand.

Walmart taps country star Kacey Musgraves for a new fashion line, the latest move in its multi-year push to become a serious retail fashion destination.

Morgan Stanley turned bullish on TTWO after Take-Two confirmed a Nov. 19, 2026 release date for Grand Theft Auto VI. Here's what the analyst action means.

Commerce Dept. awarded IBM $1B — 50% of a $2B federal quantum package — as the U.S. takes equity stakes in recipient firms. IBM surged up to 7.1% on the news.

Hasbro reported Q1 2026 results showing revenue growth of 12.7% year-over-year, though profitability metrics signal operational headwinds for the toy and entertainment company.

Morgan Stanley pushes into digital assets with a Solana staking ETF filing, broadening its crypto product suite amid institutional demand.

Nordson reported record Q2 fiscal 2026 sales of $741M, up 8.5% YoY, and raised its FY2026 EPS outlook to $11.30–$11.80. Here's what the results showed.

Intuit posted Q1 CY2026 revenue of $8.56 billion (+10.4% YoY) and non-GAAP EPS of $12.80, beating estimates — but announced a 17% workforce restructuring.

Citi doubled its Micron price target from $425 to $840, projecting FY27 EPS of $104.56 and free cash flow of $87.93B as AI-driven DRAM supply deficits and 200% YoY ASP surges redefine the memory cycle.

Intel is reportedly in acquisition talks with AI chip startup Tenstorrent, sending INTC shares up 5% on May 20, 2026 to trade near $119.25.

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

Evercore ISI increases price target on Advanced Micro Devices as server CPU addressable market is seen reaching $125 billion by 2030.

Meta announces significant workforce reduction focused on artificial intelligence operations as part of broader organizational restructuring effort.

Test-and-measurement equipment maker reports record orders and revenue in fiscal Q2, raising full-year outlook on strong semiconductor and 5G demand.

At Google I/O 2026, Alphabet launched AI agents integrated into Search and a faster, lower-cost Gemini model for enterprise — here's what was announced.

VF Corp beat Q1 FY2026 estimates with $2.17B in revenue, up 8.1% YoY, and reinstated full-year guidance — marking a key milestone in its turnaround.

TJX Companies beat Q1 FY27 EPS estimates by $0.16, with comp sales up 6% and net sales of $14.3B. Full-year guidance raised across EPS, margins, and buybacks.

Target posted its first positive comparable-store sales quarter in five quarters, with comps up 5.6% and net sales rising 6.7% — then raised its full-year sales outlook.

Wall Street sets 75% gross margin as the critical threshold for Nvidia's Q1 FY2027 results, due after Wednesday's close. Here's what analysts are watching.

Lowe's posted adjusted EPS of $3.03 and a 0.6% comparable sales gain in Q1 2026, extending its streak of positive comps to four quarters despite housing market headwinds.

ADI posted Q2 revenue of $3.62B, up 37.2% YoY, with EPS of $3.09 beating estimates by 6.2% and Q3 guidance of $3.9B topping Wall Street by 8.1%.

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%.