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Sandisk (SNDK) rallies 7% after Melius, Cantor, and Morgan Stanley boost price targets citing NAND price surge and constrained supply through 2027-2028.
Shell acquires ARC Resources (ARX) for $16.4B, offering 27% premium. Deal adds 370K boe/d to Shell’s portfolio. ARX stock jumps 20% on announcement.
Amazon’s Wondery secures exclusive multi-year deal with Oprah Winfrey’s Harpo Entertainment for The Oprah Podcast distribution and advertising rights.
Western Digital (WDC) gets price target boosts from BofA, Wedbush, and Cantor Fitzgerald ahead of Q3 earnings, driven by tight supply and AI demand.
Critical Metals (CRML) stock jumped 6-11% after announcing an $835M acquisition of European Lithium, gaining full control of Greenland’s Tanbreez rare earth project.
American Airlines (AAL) receives analyst upgrades following Q1 beat, but fuel cost pressures and 2026 loss warning weigh on shares as $1.14B bond sale launches.
Snap (SNAP) surged 8% after Rothschild upgraded to Buy with $10 target, citing 2025 profitability and ad growth. Is it time to invest in the stock?
POET Technologies (POET) stock crashed 44% after Marvell terminated purchase orders, citing confidentiality breaches by the company’s CFO.
Eli Lilly (LLY) acquires Ajax Therapeutics for $2.3B, gaining AJ1-11095, an experimental treatment for myelofibrosis and other blood cancers.
Nvidia hit $215.9B revenue vs AMD’s $34.6B. Compare AI chip leaders on data center growth, margins, and analyst ratings in this detailed breakdown.
Bitmine (BMNR) now holds 5.07M ETH worth $12B after purchasing 101,901 tokens last week. Tom Lee says ETH is the best wartime store of value.
Strategy (MSTR) purchases 3,273 Bitcoin for $255M, bringing total holdings to 818,334 BTC—nearly 4% of Bitcoin’s entire supply.
Alphabet (GOOGL) invests up to $40B in Anthropic at $350B valuation, securing 5 gigawatts of TPU capacity as the AI startup eyes a 2026 IPO.
Nu Holdings (NU) stock rises as Nubank commits $8.2B to Brazil investment in 2026, doubling its spending while pursuing a full banking license.