OpenAI identifies Microsoft as business risk in investor docs, revealing $665B compute commitments, chip supply concerns, and multiple lawsuits from Musk and users.
Browsing: Stocks
Tesla (TSLA) stock gained 3.5% after European registrations rose 12% YoY in February, ending a 14-month decline. BYD narrowly outsold Tesla for the month.
Bullish (BLSH) stock jumped 4.16% on March 23 as ARK Invest sold ~$1.56M worth of shares across ARKK and ARKW ETFs. Full details on the transaction.
Bernstein’s Stacy Rasgon gives Broadcom (AVGO) and Nvidia (NVDA) ‘outperform’ ratings on strong AI demand while remaining cautious on AMD (AMD) stock.
Chevron (CVX) stock climbed 1.73% as CEO Mike Wirth warned oil futures underestimate the supply shock from Strait of Hormuz closure affecting 6-9M barrels daily.
Oracle (ORCL) stock gained 3.11% after revealing AI agent integration in Fusion cloud suite. Q3 revenue hit $17.19B, beating expectations.
SK Hynix stock rises 5.7% after announcing $7.97B order for ASML EUV lithography tools—the biggest single equipment purchase ever publicly revealed.
Amazon (AMZN) AWS Bahrain region disrupted again by drone activity amid US-Israel-Iran tensions. Company migrating customers to alternate locations.
Alibaba (BABA) stock rose 2.98% after launching the XuanTie C950, a powerful 5nm RISC-V chip for AI inference and cloud computing applications.
Strategy (MSTR) stock jumped 2% after unveiling a $44.1B funding plan for Bitcoin purchases, including ATM programs for MSTR, STRC, and STRK securities.
NovaBay Pharmaceuticals (NBY) stock rallied 19% after revealing its pivot to stablecoins, $150M SKY holdings, and rebrand to Stablecoin Development Corp.
Circle (CRCL) urges EU to lower e-money token thresholds, warning current rules exclude EURC from settlement and block institutional adoption.
Bitcoin rallied above $70K Tuesday as Gulf tensions escalated. Oil surged 4%, gold hit a record losing streak, and stocks tumbled on war escalation fears.
QuantumScape (QS) stock draws mixed analyst reviews amid $250M-$275M loss forecast for 2026. Full breakdown of ratings and price targets inside.
Apple (AAPL) is introducing paid search ads to Maps this summer, allowing businesses to bid on keywords. Stock up 1.5% on the announcement.