Lumentum (LITE) stock surged 7.6% in premarket after Nvidia (NVDA) announced a $2B investment and multibillion-dollar laser component purchase agreement.
Author: Trader Edge
Ondas (ONDS) stock jumps 21% after announcing a $10M investment in World View to develop multi-layer ISR solutions targeting DoD and homeland security markets.
Apple (AAPL) launches iPhone 17e with 256GB storage, A19 chip, and MagSafe at $599. New iPad Air with M4 chip also announced. Stock market reaction inside.
JPMorgan initiates Netflix (NFLX) with Overweight rating and $120 target after Warner Bros exit. Analysts project 32% margins and $11B cash flow by 2026.
U.S. equities tumbled as Middle East conflict drove oil prices sharply higher, raising inflation concerns and triggering a flight to safe-haven assets.
Strategy (MSTR) boosted its bitcoin treasury to 720,737 BTC with a $204M purchase funded by stock and preferred equity sales. Total value now at $47B.
Palantir (PLTR) stock gains as defense contracts and geopolitical tensions drive demand, outperforming AI peers during broader tech market weakness.
European gas prices spike 49% as Iran conflict disrupts LNG flows through Strait of Hormuz. QatarEnergy halts production, threatening global supply chains.
Cantor Fitzgerald raises Block (XYZ) price target to $78 from $70 after strong Q4 earnings beat, fiscal 2026 guidance update, and 40% workforce reduction plans.
Paramount Skydance (PSKY) completes $110B Warner Bros Discovery acquisition after Netflix exits. Deal includes $29B debt, targets $6B savings by 2026.
MARA stock declined in premarket trading as bitcoin volatility, weak Q4 earnings, and a Cantor Fitzgerald price target cut weighed on crypto mining shares.
United Airlines (UAL) stock dropped as oil prices jumped 8% on Middle East disruptions. Rising jet fuel costs pose the biggest threat to airline profits.
Nvidia (NVDA) commits $4B to Lumentum and Coherent for optical tech. Strategic deals secure AI infrastructure capacity with U.S. manufacturing expansion.
Occidental Petroleum (OXY) stock surged 7% premarket as oil prices jumped on Middle East tensions. Banks raised crude forecasts amid supply disruption risks.
uniQure (QURE) stock plummeted 45% after FDA rejected AMT-130 approval pathway, demanding new randomized trial for Huntington’s disease gene therapy.

