Pentagon officials meet with GM, Ford, GE Aerospace to explore shifting factory capacity toward weapons production amid depleted U.S. military stockpiles.
Author: Trader Edge
Robinhood (HOOD) surged 10% after SEC eliminated the Pattern Day Trading rule. Goldman Sachs names it the top beneficiary of the historic change.
Planet Labs (PL) stock climbed 1.2% on strong revenue growth, record backlog, and AI satellite testing, even as losses widened beyond expectations.
Palantir (PLTR) rose 4.7% to $142.11 on tech rally, but its 68x price-to-sales ratio and dilution concerns keep investors cautious about entry points.
NuScale Power (SMR) jumped 14.7% on UK nuclear funding, but RBC warns of risks from litigation, insider sales, and execution challenges ahead.
Tesla (TSLA) stock jumped 7.6% to $392.04 after Elon Musk confirmed AI5 chip completion. Analysts mixed on valuation as company pivots toward AI focus.
Alibaba (BABA) stock climbed 1.47% Wednesday as Michael Burry took a position, the company launched Qwen3.6-Plus AI, and cloud pricing shifted upmarket.
American Eagle (AEO) stock surged 7% after revealing a second Sydney Sweeney campaign. The initial partnership drove 37% revenue growth and 77% stock gains.
The CFTC is investigating a $950M oil futures trade placed before the US-Iran ceasefire and other suspicious trades linked to Trump’s policy announcements.
Elon Musk’s Terafab has approached Applied Materials, Lam Research, and Tokyo Electron for chip equipment quotes as Intel joins the Tesla-SpaceX venture.
Nvidia’s new Ising AI models for quantum error correction sparked a three-day rally in quantum stocks like IonQ and D-Wave, up 15% Wednesday.
TotalEnergies (TTE) stock surged 3% premarket on strong Q1 earnings guidance. Higher oil prices and LNG trading offset production losses from Middle East conflict.
Oil prices steady near $95 as US-Iran ceasefire extension discussions progress. Strait of Hormuz remains blocked ahead of April 21 deadline.
TSMC (TSM) stock surges as Q1 profit climbs 58% to NT$572.5B. Company forecasts record Q2 revenue of up to $40.2B driven by booming AI chip demand.
Netflix (NFLX) earnings preview: Analysts expect $12.17B revenue as Q1 results arrive Thursday. Price hikes and WBD breakup fee drive investor interest.

