Ed Yardeni upgrades Energy stocks to overweight after 10% drop, forecasting Brent crude to stay in $75-$95 range despite Iran ceasefire optimism.
Browsing: Stocks
Intel (INTC) stock is up 78% YTD driven by key deals and 18A chip progress. Q1 earnings on April 23 will test whether the rally can continue.
Barrick Gold (B) dropped 5.8% to $40.45 amid overvaluation concerns, though Q4 earnings crushed estimates and the dividend more than doubled to $0.42.
Gold climbs over 1% to $4,767/oz after Trump extends Iran ceasefire indefinitely. Fed nominee Warsh’s hawkish stance and stalled negotiations cap gains.
Nvidia (NVDA) is in talks with South Korean power equipment makers about 800V DC data centers, potentially revolutionizing energy efficiency standards.
Samsung quadruples monthly DRAM chip deliveries to Tesla in April 2026 under $16.5B deal. AI chip production at Texas foundry set for late 2026.
AMD stock jumped 3.47% as Stifel raised its price target to $320, pointing to accelerating AI demand and major deals with Meta and OpenAI as key drivers.
Microsoft (MSFT) cuts Xbox Game Pass Ultimate by 23% to $22.99/month. Call of Duty titles will no longer launch day-one on the subscription service.
Core Scientific (CORZ) stock jumped 6% after announcing a $3.3B bond sale to finance AI data centers leased to CoreWeave in a lucrative 12-year deal.
Revolut is planning an IPO with a valuation target of up to $200 billion by 2028, tripling its current $75B valuation amid banking expansion.
ARK Invest justifies a $1.75 trillion SpaceX valuation citing Starlink growth, reduced launch costs, and orbital economy potential ahead of June 2026 IPO.
Amazon (AMZN) debuts GLP-1 weight management program through One Medical, causing Hims & Hers (HIMS) stock to fall 6% on increased competition fears.
Apple (AAPL) stock falls 2.52% after Tim Cook announces CEO departure. John Ternus to lead as Q2 earnings approach. What investors need to know.
Oil prices fell after Iran indicated willingness to discuss U.S. naval blockade. Brent crude dropped 2% to $97 amid diplomatic signals and stalled peace talks.
SK Hynix announces $13B investment in South Korea HBM chip plant. Construction starts April 2026, targeting AI data centre memory demand.