Constellation Energy (CEG) stock fell 2.2% after revealing a $3.9B capex plan and 2026 EPS guidance below Wall Street’s $11.60 estimate. Details inside.
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ServiceNow (NOW) stock surged 5.6% on analyst upgrade, AI platform launch, buyback program, and Powell’s dovish comments. Institutions increase stakes.
Rocket Lab (RKLB) stock jumped 5.4% after German authorities approved its Mynaric acquisition. Deal expected to close April 2026. Stifel keeps $90 target.
Robinhood (HOOD) stock dropped after reports suggest ETrade will lead SpaceX’s retail IPO distribution, potentially sidelining HOOD and SoFi entirely.
Marvell (MRVL) stock soars 11% as Nvidia (NVDA) announces a $2 billion investment, forming a partnership to integrate custom AI chips into its ecosystem.
ServiceNow (NOW) stock jumped 5.6% on analyst upgrade, AI platform launch, massive buyback, and Fed Chair Powell’s comments easing market concerns.
Tesla (TSLA) is set to report Q1 2026 deliveries Thursday. Analysts expect ~365K units as the EV maker faces regional headwinds and cautious ratings.
Astera Labs (ALAB) fell 7.2% to $104.41 despite beating Q4 earnings. Analysts maintain bullish outlook with $202 average target—95% upside potential.
McCormick (MKC) to acquire Unilever’s food business including Hellmann’s and Knorr for $44.8B. Deal expected to close mid-2027 with regulatory approval.
AMC (AMC) stock climbed 6% to $1.00 following Project Hail Mary’s record-breaking opening weekend, though analysts maintain bearish outlook on shares.
Western Digital (WDC) rebounds after Monday’s 8.6% drop as Bernstein upgrades the stock, dismissing Google TurboQuant concerns and seeing a buying opportunity.
ON Semiconductor (ON) stock gains after securing a design deal with Sineng Electric for solar inverters and energy storage systems using advanced power modules.
BullFrog AI (BFRG) stock jumped 106% on news of a partnership with a top-5 pharma company to develop treatments for major depressive disorder using AI.
Nebius (NBIS) stock rose 3% after announcing a $10B+ AI data center in Finland. The company leads neocloud peers with backing from Nvidia and Meta.
Stock futures jumped Tuesday after reports Trump may end Iran war without reopening Strait of Hormuz. Dow up 1%, S&P 500 gains 0.9% as conflict winds down.