WeRide (WRD) stock climbed after revealing its Nvidia-powered Robotaxi GXR at GTC 2026. Singapore launch with Grab scheduled for April 1. Analysis inside.
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Foxconn (2317) shares declined 1.9% following Q4 results showing record revenue but a 2% profit drop due to margin pressure and elevated tax expenses.
Alibaba (BABA) stock drops 12% as the e-commerce giant restructures its AI business under Token Hub. Earnings report expected Thursday with mixed forecasts.
Delta Air Lines (DAL) stock jumps 3.6% after upgrading Q1 revenue outlook to high-single-digit growth despite jet fuel prices soaring over 50%.
Bernstein downgrades Sony (SONY) to Market Perform, slashing price target to $22 as memory costs threaten PS5 margins and future earnings potential.
SK Hynix shares rose after Chairman Chey Tae-won projected the memory chip shortage will continue until 2030 due to AI wafer demand outpacing supply.
Tencent Music (TME) shares surge 6% after Q4 revenue of RMB8.64B beats estimates. Online music revenue up 21.7%, paying users reach 127.4M.
Nvidia (NVDA) announces autonomous vehicle partnerships with BYD, Nissan, Hyundai at GTC. Uber deal targets 28-city robotaxi deployment by 2028.
Oil prices soar past $100 as Iran-Israel conflict enters third week. Hormuz Strait blockade disrupts 20% of global supply amid energy infrastructure attacks.
Tesla (TSLA) and LG Energy Solution finalize $4.3B Michigan battery plant deal. Production begins 2027 to support Megapack systems and reduce China reliance.
Shopify (SHOP) trades at $126.58 as BBVA increases stake 59.9%. Analysts target $163.38 while President Finkelstein reveals agentic AI shopping vision.
Alphabet (GOOGL) procurement team visits China to source liquid cooling equipment from suppliers like Envicool as AI data center demand outpaces supply.
Uber (UBER) stock jumped 3% after revealing expanded Nvidia (NVDA) partnership to launch robotaxis in 28 cities by 2028, starting with LA and SF in 2027.
Honeywell (HON) stock fell 3.7% after CEO warned Middle East conflict could impact Q1 revenue. Full-year 2026 guidance remains steady at $38.8B-$39.8B.
Micron (MU) earnings preview for Q2 FY26. Wall Street forecasts $8.74 EPS and $19.03B revenue. Stock up 55% YTD with analysts raising price targets to $500.