Dell (DELL) achieves record $219.50 high with 132% annual gain. BofA raises target to $246 as AI servers reach 27% of sales. Full analysis inside.
Author: Trader Edge
Read More
GE Vernova (GEV) surged 209% in a year and beat Q1 earnings by 790%, but BNP Paribas downgraded the stock to Hold. Here’s what investors need to know.
SMCI stock surged 8.71% as Super Micro opened its largest U.S. campus in San Jose, though Oracle order cancellation and lawsuits create uncertainty.
Microsoft (MSFT) stock dropped 2% after OpenAI restructured their deal, ending exclusivity and allowing partnerships with rival cloud providers.
United Airlines (UAL) CEO Scott Kirby confirms American Airlines (AAL) rejected merger talks. Both airline stocks down over 17% YTD amid revised guidance.
Domino’s Pizza (DPZ) stock dropped 5% after missing Q1 estimates with $1.15B revenue and $4.13 EPS. U.S. same-store sales rose only 0.9%.
Datavault AI (DVLT) inks $120M deal with Scilex (SCLX) for 100-city GPU network rollout via revenue participation, preserving shareholder equity.
Joby Aviation (JOBY) stock gained 3.8% after completing NYC’s inaugural eVTOL air taxi demo flights, traveling from JFK to Manhattan in under 10 minutes.
Northrop Grumman (NOC) beat Q1 estimates with $6.14 EPS and $9.88B revenue but fell 2%. Analysts see 29% upside with B-21 production ramping up.
DeepSeek implements 75% price reduction on V4-Pro AI model and slashes API costs by 90%, intensifying the AI price war between China and Western companies.
Shell (SHEL) to acquire ARC Resources (ARX) for $16.4B, offering 20% premium to shareholders and adding 2 billion barrels in reserves to its portfolio.
Stock futures mixed as Trump halts Iran negotiations, oil tops $100/barrel, Big Tech earnings commence, and the Federal Reserve prepares rate decision.
Tesla (TSLA) stock declines after Q1 results reveal $25B capex plan and record production-delivery mismatch, despite earnings beat and margin improvements.
Verizon (VZ) stock surges 4% after beating Q1 estimates with 55,000 new postpaid subscribers and raising full-year guidance to $4.95-$4.99 per share.
ARK Invest purchases $71.5M in Amazon (AMZN) stock while selling $65.8M AMD shares. Wood’s strategic shift comes ahead of Q1 earnings season.