May 19, 2026 10:24 am
Key Moments Nvidia is expected to post a 79% year-on-year revenue increase for the April quarter, alongside an 81.8% rise in adjusted profit, according to LSEG data. Competition in AI inference is intensifying as Intel, AMD, Alphabet, and Amazon advance their own chip strategies and custom processors. Nvidia has sharply increased its supply commitments to […]
Read moreMay 19, 2026 9:45 am
Key Moments KKR HKE Investment intends to sell its entire 10.57% holding in Kokusai Electric The transfer of the stake is expected to occur on Thursday Completion of the sale will represent KKR HKE Investment’s full exit from Kokusai Electric Transaction Overview KKR HKE Investment plans to dispose of its full 10.57% stake in Kokusai […]
Read moreMay 19, 2026 9:23 am
Key Moments Blackstone will commit $5 billion and hold a majority stake in a new AI-focused cloud company built on Google’s specialized chips. The venture intends to deploy 500 megawatts of computing capacity by 2027, with plans to significantly scale beyond that level. The initiative is positioned to compete with providers such as CoreWeave Inc […]
Read moreMay 19, 2026 8:37 am
Key Moments The S&P 500 declined -0.07% and recorded its weakest two-day stretch since March, down -1.31% from Thursday’s record high. Tech names lagged, with the Magnificent 7 off -0.64% and the NASDAQ lower by -0.51%, while the equal-weighted S&P 500 advanced +0.58%. Trump’s post that he called off planned new strikes against Iran coincided […]
Read moreMay 18, 2026 2:23 pm
Key Moments Cameco (NYSE: CCJ), Occidental Petroleum (NYSE: OXY), and Cheniere Energy (NYSE: LNG) have each logged gains of 24% or more to start 2026 amid surging energy demand and geopolitical tensions. Cameco shares are up 27% year to date and 124% over the past year as global nuclear power expansion drives uranium demand higher. […]
Read moreMay 18, 2026 1:17 pm
Key Moments Elon Musk said fully self-driving cars without human safety monitors have already been deployed in Texas and could be rolled out more broadly across the United States later this year. Tesla is recalling 218,868 vehicles in the U.S. over delayed rearview camera images, while other autonomous vehicle operators, including Alphabet-owned Waymo, have also […]
Read moreMay 18, 2026 1:01 pm
Key Moments ServiceNow (NYSE:NOW) shares climbed 5% after BofA Securities began coverage with a Buy rating and a $130 price objective. BofA projects 18-22% revenue growth from 2026-2028 and free cash flow margins of 35-37%, with additional margin expansion anticipated in 2027. The firm argues AI will enhance ServiceNow’s role in enterprise workflows rather than […]
Read moreMay 18, 2026 12:37 pm
Key Moments Ford Motor (NYSE:F) signed a five-year agreement with EDF for up to 20 GWh of energy storage capacity. Under the deal, EDF can purchase up to 4 GWh of DC Block battery storage systems per year from Ford Energy. Ford shares rose about 3.6% in premarket trading after the announcement. Deliveries are expected […]
Read moreMay 18, 2026 10:17 am
Key Moments NextEra Energy stock is down 2.6% in pre-market trading following reports of advanced talks to acquire Dominion Energy in a mostly stock-funded deal. The potential transaction could value Dominion at about $66 billion and create a combined utility group worth more than $400 billion including debt. Broader U.S. equity market weakness and typical […]
Read moreMay 18, 2026 9:12 am
Key Moments Regeneron Pharmaceuticals shares fell nearly 12% in premarket trading after its phase 3 fianlimab trial in metastatic melanoma did not meet its primary endpoint. The study showed a 5.1-month numerical increase in median progression-free survival for the high-dose fianlimab combination versus pembrolizumab monotherapy, but without statistical significance. Citi downgraded Regeneron to neutral with […]
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