Bernstein keeps Buy rating on Nvidia (NVDA) with $300 target, citing Vera Rubin’s 5x inference boost and unrelenting demand stretching into 2027.
Author: Trader Edge
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Critical Metals (CRML) stock jumped 30% after Greenland approved Tanbreez transfer. Texas Capital initiates coverage with Buy rating, $20 target.
Intel (INTC) surged to $68.50, its highest close since 2000, fueled by AI server chip demand. Analysts lifted targets but caution persists ahead of Q1.
Beyond Meat (BYND) stock rises 14% on Big Geyser deal, bringing Beyond Immerse beverages to 26,000+ New York stores despite ongoing financial challenges.
Marvell (MRVL) stock climbs 52% in one month, hitting record highs. Oppenheimer sets $170 target as Nvidia deal and AI chip demand fuel rally.
Morgan Stanley flags PDD Holdings (PDD) as tactical buy after China fine, seeing 80%+ probability of gains as regulatory overhang clears.
U.S. airline stocks jumped 5%+ after Iran reopened the Strait of Hormuz, sending crude oil down 10% and improving airline profit margin outlook.
Affirm (AFRM) gained 3.5% premarket after Morgan Stanley named it Top Pick with $76 target, calling credit fears overdone and projecting 30%+ GMV growth.
Netflix (NFLX) receives price target cuts from Rosenblatt and Oppenheimer following weaker Q2 guidance despite strong Q1 performance and revenue beat.
Gold rises 1.1% as Iran reopens Strait of Hormuz during ceasefire. Oil plummets 8% while bullion heads for fourth straight weekly gain despite recent losses.
Anthropic CEO meets White House staff over Mythos AI model as Treasury and State Dept seek access, potentially easing tensions after Pentagon contract dispute.
Eli Lilly (LLY) stock gains 3% as Foundayo records 1,390 prescriptions in debut week and trial shows 16% lower cardiovascular risk.
Moog (MOG.B) achieves record Q1 sales of $1.10B and raises 2026 guidance. Backlog jumps 30% to $3.3B. Is the stock’s 30.9x P/E justified?
DVLT stock climbed 1.3% to $0.7001 after Datavault AI activated its first edge GPU sites, marking the start of a 48,000-GPU network rollout across 100+ cities.
Psyence Biomedical (PBM) stock jumped 203% on April 16, 2026, following news of a White House executive order to advance ibogaine research.