Stock futures pause ahead of March CPI data and Iran peace talks. Nasdaq targets eighth straight gain while oil climbs near $98 on Middle East tensions.
Author: Trader Edge
Apple (AAPL) stock at $260.49 as Tim Cook sells $16.5M, MOR Wealth acquires $7.26M position, and Q1 revenue beats expectations at $143.76B.
Former SEC director Brett Redfearn appointed president of Securitize, the tokenization platform managing $3.85B in assets ahead of public listing.
Okta (OKTA) crashed 10.9% to a 52-week low after insider selling and Anthropic’s Claude Mythos AI model sparked cybersecurity sector concerns.
Tesla (TSLA) stock extends losses with Q1 2026 deliveries at 358K vs 370K expected, while building record unsold inventory amid weakening demand.
Nvidia (NVDA) stock ended its 7-day winning streak after gaining 11%. Shares remain 14% below 52-week highs and still down year-to-date in 2026.
Cloudflare (NET) dropped 8.6% after CEO sold $33M stock, Middle East tensions escalated, and Anthropic’s AI agents sparked SaaS disruption worries.
ServiceNow (NOW) stock crashed 7.86% on dual threats: Middle East ceasefire breach and Anthropic’s autonomous AI agents raising SaaS disruption fears.
Snowflake (SNOW) stock crashed 11.8% Thursday on class action pressure, data breach reports, and AI-driven selloff hitting the software sector hard.
Amazon (AMZN) jumped 5.6% after CEO Andy Jassy revealed AWS AI hit $15B revenue run rate and outlined ambitious plans for a $50B chip business venture.
Eos Energy (EOSE) jumped 30% on Q1 revenue guidance of $56M-$57M that beat forecasts, with record shipments and second production line cleared for launch.
Rocket Lab (RKLB) adds three Electron launches with iQPS, reaching 15 total missions. Analysts maintain bullish outlook with 30% upside as Neutron nears debut.
Tempus AI (TEM) broadens Gilead oncology partnership with enterprise AI platform access as diagnostics revenue surges 111% and backlog hits $1.1B.
Palantir (PLTR) dropped 7.3% after Burry warned about Anthropic. Wedbush analyst Daniel Ives disputes the claim, keeping his $230 target intact.
Exxon Mobil (XOM) receives analyst upgrades to $185 targets after beating Q4 estimates, despite Iran conflict disrupting 6% of global output.

