STOCK MARKET NEWS
Stock Market News
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$MARKET INSIGHTS →📈 Market Update: What to Watch This Week
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$MARKET INSIGHTS →The White House unexpectedly postponed a major AI executive order after internal disagreements and concerns from President Trump.
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$MARKET INSIGHTS →U.S. bond yields surged sharply, with the 30-year Treasury above 5.1%, the highest level in nearly a year.
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$MARKET INSIGHTS →Dividend Stocks to Buy, And How to Maximize Yield
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$RKLB INSIGHTS →Rocket Lab stock gains momentum after multiple analysts raised their price targets.
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$MARKET INSIGHTS →U.S. April PPI (Producer Price Index) surged to +6.0% YoY, far above the 4.8% expectation, marking the highest level since late 2022.
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$RISKMANAGEMENT INSIGHTS →Michael Burry warned investors that the current AI-driven stock rally resembles past speculative bubbles, especially the dot-com boom of 1999–2000.
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$WARSH INSIGHTS →U.S. inflation rose to 3.8% in April, the highest level in 3 years, mainly driven by surging energy prices linked to the Iran conflict.
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$MARKET INSIGHTS →The Federal Communications Commission (FCC) is increasing scrutiny of Chinese technology products over national security concerns, despite a temporary easing in broader U.S.-China tensions.
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$SIGNALS INSIGHTS →🟢 6 LEAPS Options to Buy & Hold: Also Applicable to Stocks
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$AVGO INSIGHTS →Wells Fargo raised its Broadcom price target from $430 to $545, while keeping an Overweight rating.
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$TSM INSIGHTS →TSMC now expects the global semiconductor market to exceed $1.5 trillion by 2030, up +50% from its previous $1 trillion forecast, driven mainly by AI demand.
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$GEV INSIGHTS →GE Vernova partnered with Blue Energy to develop a 2.5 GW nuclear + natural gas power plant in Texas aimed at supporting rising electricity demand from AI and data centers.
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$IREN INSIGHTS →IREN announced plans to raise $2B through convertible senior notes due 2033, with buyers able to purchase an additional $300M within 13 days.
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$QCOM INSIGHTS →Qualcomm signed a major AI chip deal with ByteDance (TikTok owner) to supply millions of AI chips, marking one of its first major wins in the AI data center market.
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$JPM INSIGHTS →JPMorgan CEO Jamie Dimon said the bank will likely hire more AI specialists and fewer traditional bankers in some categories.
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$POET INSIGHTS →POET Technologies announced plans to expand wafer manufacturing capacity by 10x by 2027.
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$NVDA INSIGHTS →Jensen Huang says Nvidia has found a new $200 billion market opportunity through its new Vera CPU, designed specifically for agentic AI.
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$INTU INSIGHTS →Intuit beat Q3 FY2026 expectations with revenue of $8.6B, up 10% year-over-year, and non-GAAP EPS of $12.80 versus estimates of $12.57, and raise guidance.
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$SIGNALS INSIGHTS →The SEC may introduce an “innovation exemption” for tokenized stocks, potentially allowing blockchain-based trading of public equities under lighter regulation.
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$MSFT INSIGHTS →Bank of America restarted coverage on ServiceNow (NOW) with a Buy rating.
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$NBIS INSIGHTS →D.A. Davidson turned Neutral on both Nebius (NBIS) and CoreWeave (CRWV) despite remaining bullish on long-term AI cloud demand, sending NBIS down -13% and CRWV down -7%.
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$INTC INSIGHTS →Citi raised price targets for both Intel (INTC) and AMD, expecting a major long-term boom in server CPUs driven by agentic AI demand.
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$SIGNALS INSIGHTS →Photonics is being called “Phase 3” of the AI infrastructure boom, after chips and data centers.
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$POET INSIGHTS →POET Technologies stock surged more than +30% premarket after announcing a major supply agreement with Lumilens.
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$INTC INSIGHTS →AMD, Intel, and Qualcomm are expected to be major winners from a massive AI server CPU growth cycle, according to GF Securities.
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$CEG INSIGHTS →Constellation Energy delivered a strong quarter, beating earnings and revenue expectations while benefiting from its Calpine acquisition and growing demand tied to AI infrastructure.
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$MU INSIGHTS →UBS raised its Micron (MU) price target from $535 → $1,625 (more than 3X higher) and believes the stock could still more than double from recent levels.
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$RKLB INSIGHTS →Small Caps with Big Futures: Early-Stage Growth Industries for Explosive Long-Term Upside 🚀
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$NBIS INSIGHTS →Nebius Group stock surged +17% after announcing a partnership with Bloom Energy.
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$IBM INSIGHTS →The Trump administration plans to invest $2 billion into quantum computing, including grants and minority equity stakes in 9 quantum companies.
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$NVDA INSIGHTS →Nvidia beat Q1 FY2027 estimates with $81.62B revenue versus $78.86B expected, and adjusted EPS of $1.87 versus $1.76 expected.
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$NVDA INSIGHTS →Since 2016, Nvidia has shown positive post-earnings returns across every holding period studied, with stronger performance over longer time frames.
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$SNOW INSIGHTS →Citizens/JMP Securities reiterated a Market Outperform rating on Snowflake (SNOW) with a $325 price target, suggesting meaningful upside potential from current levels.
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$GEV INSIGHTS →GE Vernova (GEV) crushed Q1 2026 earnings, reporting $2.01 adjusted EPS vs $1.67 expected and $9.34B revenue (+16% YoY), beating estimates and sending the stock to all-time highs.
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$CRWV INSIGHTS →Nvidia’s disclosed AI-related holdings include CoreWeave (CRWV), Nebius (NBIS), Nokia (NOK), Coherent (COHR), Synopsys (SNPS), and Intel (INTC).
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$B INSIGHTS →NVIDIA stock received a price target hike from $300 to $350 by Cantor Fitzgerald, while maintaining an Overweight (Buy) rating.
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$NBIS INSIGHTS →Nebius signal up about 17% pre-market after reported Q1 revenue of $399M, up 684% year-over-year, significantly beating expectations.
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$TSM INSIGHTS →Applied Materials and TSMC announced a major partnership to accelerate next-generation AI chip manufacturing and speed up semiconductor innovation for the AI era.
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$MU INSIGHTS →Micron continues to benefit from massive AI-driven memory demand, with demand for memory chips still far exceeding supply.
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