Gold hovers near $5,121/oz as Iran war tensions boost safe-haven appeal, though a firmer dollar and Fed rate uncertainty limit gains. Up 20% YTD in 2026.
Author: Trader Edge
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US stock futures dropped Thursday as Iran denied ceasefire negotiations. Oil prices climbed above $83 while investors await key employment data.
Sierra Space raises $550M at $8B valuation to expand defense satellite production. Led by LuminArx Capital with $1.19B in national security contracts.
BitMine (BMNR) stock surged 8% after disclosing $9.1B Ethereum treasury. Chairman Tom Lee adds 50K+ tokens. Analysts see 63% upside despite bearish signals.
Tesla (TSLA) stock falls as UK February sales declined 37% to 2,422 vehicles while the broader UK auto market posted its best February since 2004.
Ciena (CIEN) stock falls 5.4% despite beating Q1 estimates with 33% revenue growth. FY2026 guidance midpoint misses analyst expectations by $900M.
Amprius Technologies (AMPX) stock surged 8% after Q4 earnings topped estimates. Revenue hit $25.23M while EPS of -$0.01 beat consensus by $0.04.
Victoria’s Secret (VSCO) exceeded Q4 expectations with strong earnings and revenue, yet shares fell 6% premarket despite positive guidance and momentum.
Alibaba (BABA) CEO Eddie Wu creates Foundation Model Task Force after Qwen head Lin Junyang resigns, marking third senior AI executive exit this year.
Palladyne AI (PDYN) stock analysis: 2025 revenue dropped 33% to $5.2M, but Q4 rose 118%, backlog reached $18M, and 2026 guidance projects $24-27M.
Arista Networks (ANET) stock surged 8.2% after expanding its TAM to $105B and maintaining its $3.25B AI networking revenue forecast for 2026.
Meta (META) will permit rival AI chatbots on WhatsApp in Europe for 12 months through a paid API following EU antitrust threats and regulatory pressure.
Marvell (MRVL) Q4 earnings preview: analysts forecast 79¢ EPS on $2.21B revenue. Data center business expected to drive growth with custom AI chips.
Oil prices surge to 2024 highs as Strait of Hormuz blockade cuts shipping 95%. Iraq slashes output 1.5M bpd. Brent at $83.54, WTI reaches $76.96.
Nebius (NBIS) stock rallies 10% after Missouri approves massive AI factory. Revenue soared 479% in 2025. Analysts see 55% upside. Full analysis here.