Nvidia (NVDA) dropped 4% as Google opens TPU sales to external clients and Amazon expands chip operations, despite Big Tech’s $725B AI spending plans.
Browsing: Stocks
TSMC (TSM) secures a 30-year wind power deal for 294 MW from Northland Power’s offshore site while stock trades 54% lower amid valuation concerns.
Jim Cramer explains why tech investors now prioritize supply shortages over earnings beats, as chip stocks surge 35% and mega-caps face mixed reactions.
Oppenheimer initiates Palantir (PLTR) with Outperform rating & $200 target. Stock down 22% YTD but analysts see 44% upside ahead of May 4 earnings.
Gemini (GEMI) stock climbed 3.6% premarket after securing CFTC clearinghouse approval, enabling expansion into crypto futures and perpetual swaps.
Microsoft (MSFT) delivered a Q3 earnings beat with $82.9B revenue, but shares fell 5% on capex concerns and OpenAI exposure weighing on investor confidence.
Carvana (CVNA) stock dropped 3% despite Q1 revenue hitting $6.43B and vehicle sales rising 40%, as declining margins overshadowed the earnings beat.
Lululemon (LULU) stock crashes 49% as founder Chip Wilson advises competitors Alo and Vuori while challenging board decisions and new CEO appointment.
Broadcom (AVGO) achieves $2 trillion market cap with new Wi-Fi 8 chip launch and 140% AI revenue growth forecast amid surging Big Tech infrastructure spending.
Apple (AAPL) reports Q2 FY26 earnings today. Wall Street eyes $109B revenue, China iPhone sales, and Apple Intelligence AI progress. What to expect.
MARA stock rises on $1.5B Long Ridge Energy acquisition, adding 505 MW Ohio power plant and setting stage for AI infrastructure campus by 2028.
Cigna (CI) exceeded Q1 earnings estimates with $7.79 EPS and raised guidance, but shares fell 3% on pharmacy benefit concerns and CEO transition worries.
Novo Nordisk (NVO) shares soared 6% Thursday after FDA proposed restricting compounding of semaglutide and other weight-loss drugs until June 2026.
IBM (IBM) partners with Dallara Group on AI models slashing aerodynamic simulation time to 10 seconds. Stock falls 2.55% to $227.10 amid market pressure.
SanDisk (SNDK) reports Q3 fiscal 2026 earnings today. Options price a 21% move, revenue expected at $4.70B, up 175% YoY. What investors need to know.