May 4, 2026 1:05 pm
Key Moments HSBC downgraded Advanced Micro Devices (AMD) to Hold from Buy while nudging its price target up to $340 from $335. The bank cut its 2026 AI GPU revenue forecast for AMD to $14.6 billion from $18.5 billion, below the $15.2 billion Wall Street consensus. Capacity constraints at TSMC’s 3-nanometer node are expected to […]
Read moreMay 4, 2026 12:58 pm
Key Moments U.S. officials and Alphabet (NASDAQ:GOOGL) CEO Sundar Pichai met to discuss artificial intelligence capacity constraints and government computing needs. The administration signaled concern that Anthropic may not have enough computing resources to fully operate its Mythos system, even for top-priority users. Regulatory limits on using certain Google TPUs in classified environments have prompted […]
Read moreMay 4, 2026 10:26 am
Key Moments Amazon.com introduced “Amazon Supply Chain Services” to external businesses. The program opens Amazon’s logistics infrastructure to companies of varying sizes and sectors. Firms can use Amazon’s network to move, store, and deliver items ranging from raw materials to finished goods. Amazon Extends Logistics Capabilities to Third Parties Amazon.com announced on Monday that it […]
Read moreMay 4, 2026 10:12 am
Key Moments GameStop submitted an unsolicited proposal to acquire eBay for $56 billion, offering $125 per share in cash and stock, about 20% above eBay’s Friday closing price. The videogame retailer revealed it has accumulated roughly a 5% stake in eBay and stated it had secured a $20 billion debt commitment from TD Securities to […]
Read moreMay 4, 2026 9:44 am
Key Moments The AI-powered stock selection strategy has gained +187.54% since launch, outperforming the S&P 500 by +117.38%. More than sixty AI-identified stocks delivered double-digit gains in April across sectors including semiconductors and healthcare. A new set of AI-selected May stocks is now live, arriving as earnings season continues and market conditions shift. AI Stock […]
Read moreMay 4, 2026 8:56 am
Key Moments Hedge funds carried out their largest cutback in information technology positions in a decade over the last two weeks, based on Goldman Sachs’ Prime Book data. De-grossing has been led by long selling and short covering for a second straight week, with risk being unwound at levels only exceeded during the early 2021 […]
Read moreApril 30, 2026 11:31 am
Key Moments Garmin (NYSE:GRMN) stock climbed 6.29% after reporting first quarter revenue and EPS above analyst forecasts. Quarterly revenue reached $1.75 billion, up 14% year over year and ahead of the $1.72 billion consensus, with adjusted EPS of $2.08 up 29% from a year earlier. Despite the beat, Garmin reaffirmed its fiscal 2026 revenue outlook […]
Read moreApril 30, 2026 9:14 am
Key Moments Stellantis’ adjusted operating income nearly tripled to 960 million euros in the first quarter, significantly aided by anticipated U.S. tariff refunds of around 400 million euros. Industrial free cash flow was more than 1.9 billion euros negative in the quarter, which investors viewed as worse than expected despite improving from over 3 billion […]
Read moreApril 30, 2026 8:43 am
Key Moments Nvidia B300 servers in China have climbed to about 7 million yuan (approximately $1 million) each, nearly double late last year’s level, according to industry sources. The price spike has coincided with a U.S. crackdown on chip smuggling, constraining grey-market supply while Chinese tech firms continue to drive strong AI computing demand. A […]
Read moreApril 30, 2026 7:48 am
Key Moments Alphabet’s first-quarter profit jumped 81% to $62.6 billion, with Google Cloud revenue up 63% to $20 billion. Meta, Microsoft and Amazon all exceeded earnings expectations, while significantly lifting capital spending tied to AI and infrastructure. Amazon Web Services revenue grew 28% in the quarter, the fastest pace in 15 quarters, backing the company’s […]
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