X-Energy (XE) shares surged 27% in their Nasdaq debut after a $1B IPO. Amazon and Ken Griffin backed the nuclear energy company targeting AI data centers.
Author: Trader Edge
Read More
Sandisk (SNDK) jumps 6% near all-time highs as AI-driven memory demand fuels 61% revenue growth and EPS more than doubles analyst forecasts.
Micron (MU) and Seagate (STX) have sold out 2026 inventory as AI infrastructure demand drives memory chip and storage prices higher. HBM4 debuts.
Intellia (NTLA) stock fell 3% after successful Phase 3 HAELO trial data. Treatment showed 87% attack reduction. FDA filing begun, 2027 U.S. launch expected.
SpaceX files for IPO targeting $1.75-$2T valuation. Starlink revenue hits $11.4B with 63% margins, outpacing major telecom competitors.
Qualcomm (QCOM) stock rallied 11% premarket as analyst Ming-Chi Kuo revealed OpenAI’s partnership with QCOM and MediaTek for AI smartphone processors.
POET Technologies (POET) stock doubled on confirmed Marvell supply deal for 800G optical engines, reaching an 11-year high before pulling back on profit-taking.
Intel (INTC) stock surged 24% after crushing Q1 earnings with $0.29 EPS vs $0.01 estimate. AI server demand and Tesla foundry deal drive the rally.
Elon Musk’s $150B lawsuit against OpenAI and Sam Altman begins Monday. The trial could derail the company’s $1 trillion IPO and force a nonprofit reversal.
Meta (META) stock drops 2.41% after China’s NDRC vetoes its $2B+ Manus AI acquisition, signaling Beijing’s stance on protecting domestic AI assets.
Citigroup raises Brent crude forecast to $120/barrel while Goldman Sachs increases Q4 target to $90 amid ongoing Strait of Hormuz closure crisis.
Former TSMC engineer sentenced to 10 years for stealing chip secrets. Tokyo Electron fined $4.8M in Taiwan’s first national security IP case.
Budget airlines including Frontier and Avelo are requesting $2.5B in federal aid from the Trump administration as jet fuel costs surge beyond $4 per gallon.
Alphabet (GOOGL) reports Q1 2026 earnings April 29. Analysts forecast $106.89B revenue, 19% YoY growth, and a 5.59% post-earnings move.
BofA says Nvidia (NVDA) trades at a 50% P/E discount despite massive cash flow. Boosting dividends could unlock a major rerating for the stock.