Nvidia (NVDA) drops 1.41% as DeepSeek V4 chooses Huawei chips and H200 China sales stall over US-China regulatory disputes blocking $30B opportunity.
Author: Trader Edge
Read More
Meta (META) stock drops 2.31% after revealing plans to cut 8,000 jobs and cancel thousands of openings to fund up to $135B in AI infrastructure spending.
Taiwan Semiconductor (TSM) hit record highs after regulators raised investment caps to 25%. New A13 chip tech and Arizona facility announced. ADRs up 3.3%.
Samsung Electronics stock fell 2.23% after union protest cut chip production by 58%. Workers threaten general strike from May 21 over bonus demands.
Discover the best quantum computing stocks for 2026. Compare Microsoft (MSFT), Google (GOOGL), and IBM strategies and see what Wall Street recommends.
DeepSeek launches V4 AI models with up to 1.6T parameters, matching GPT-5.4 performance while cutting costs. Full analysis of China’s latest AI breakthrough.
Oil prices surge with Brent up 1.7% to $106.88 as Strait of Hormuz remains closed and Trump signals patience on Iran talks, disrupting global supply.
Oracle (ORCL) gains 2% pre-market as Wedbush starts coverage with Outperform rating, $225 target, and bullish AI infrastructure thesis.
United Airlines (UAL) exceeds Q1 expectations but slashes annual guidance on fuel costs. Fares may jump 20% as airline adjusts to market pressures.
AMD stock jumped 8% after-hours as Intel earnings showed strong AI demand. Stifel raised its price target to $320 citing MI450 chips and major partnerships.
Vertiv (VRT) surged 5.4% after Q1 earnings topped estimates with $1.17 EPS and $2.65B revenue. Five analysts raised targets amid 30% growth and guidance lift.
Wall Street analysts maintain bullish ratings on top AI stocks Nvidia (NVDA), Microsoft (MSFT), and Alphabet (GOOGL) in 2026. Price targets and outlook.
Texas Instruments (TXN) jumped 19% to a record $282.23 after crushing Q1 estimates with $4.83B revenue and $1.68 EPS—its biggest gain in 25 years.
Intel (INTC) stock surges 24% after crushing Q1 earnings expectations with 29¢ EPS vs 2¢ estimate. Data center revenue jumps 22% to $5.1B on AI demand.
Oklo (OKLO) stock surges 20% after announcing nuclear research partnership with Nvidia (NVDA) and LANL. HSBC initiates Buy rating with $96 price target.