CME Group (CME) shares dip 1.5% despite record Q1 earnings beating estimates with $1.9B revenue and 22% volume growth across all trading categories.
Author: Trader Edge
Adobe (ADBE) stock rallied 3.5% on a $25B buyback announcement through 2030, as management addresses AI disruption concerns at Summit 2026.
AT&T (T) stock rises after beating Q1 estimates with $0.57 EPS and $31.5B revenue. Postpaid phone additions of 294,000 exceed analyst expectations.
POET Technologies (POET) stock jumps 40% after CFO reveals Marvell order and signals upcoming purchase orders from Foxconn and Luxshare partners.
SpaceX has obtained an option to acquire AI coding startup Cursor for $60 billion, offering partnership access to xAI’s Colossus supercomputer.
ASML shares rise after Q1 earnings surpass expectations. Company raises 2026 revenue target to €40B and announces €12B buyback through 2028.
Ed Yardeni upgrades Energy stocks to overweight after 10% drop, forecasting Brent crude to stay in $75-$95 range despite Iran ceasefire optimism.
Intel (INTC) stock is up 78% YTD driven by key deals and 18A chip progress. Q1 earnings on April 23 will test whether the rally can continue.
Barrick Gold (B) dropped 5.8% to $40.45 amid overvaluation concerns, though Q4 earnings crushed estimates and the dividend more than doubled to $0.42.
Gold climbs over 1% to $4,767/oz after Trump extends Iran ceasefire indefinitely. Fed nominee Warsh’s hawkish stance and stalled negotiations cap gains.
Nvidia (NVDA) is in talks with South Korean power equipment makers about 800V DC data centers, potentially revolutionizing energy efficiency standards.
Samsung quadruples monthly DRAM chip deliveries to Tesla in April 2026 under $16.5B deal. AI chip production at Texas foundry set for late 2026.
AMD stock jumped 3.47% as Stifel raised its price target to $320, pointing to accelerating AI demand and major deals with Meta and OpenAI as key drivers.
Microsoft (MSFT) cuts Xbox Game Pass Ultimate by 23% to $22.99/month. Call of Duty titles will no longer launch day-one on the subscription service.
Core Scientific (CORZ) stock jumped 6% after announcing a $3.3B bond sale to finance AI data centers leased to CoreWeave in a lucrative 12-year deal.

