April 21, 2026 8:03 am
Key Moments NVIDIA reports up to 48% higher training throughput for reinforcement learning using an end-to-end FP8 precision recipe versus BF16 baselines. Validation accuracy for Llama 3.1 8B Instruct with full FP8 usage reached 0.613, closely tracking the BF16 result of 0.616. Dynamic quantization scale recalibration adds an estimated 2-3% overhead but enables substantial performance […]
Read moreApril 20, 2026 1:44 pm
Key Moments Goldman Sachs argued that recent downside in Apple shares does not reflect the company’s relative strength and outlook. The bank projected fiscal second-quarter EPS of $2.00 for Apple, exceeding the consensus estimate of $1.93. Goldman Sachs highlighted Services growth, advertising expansion, and upcoming product and AI announcements as potential catalysts. Apple Stock Lags […]
Read moreApril 20, 2026 1:25 pm
Key Moments UBS viewed the European food and household and personal care sector as attractive due to relatively low valuations and limited direct exposure to the Middle East, at about 3% of sales. The broker argued that strong pricing power and the ability to pass through higher commodity costs supported defensive earnings visibility despite consumer […]
Read moreApril 20, 2026 12:58 pm
Key Moments U.S. equity futures were lower, with Dow futures down 292 points, or 0.6%, by 07:30 ET (11:30 GMT) amid renewed U.S.-Iran tensions. Energy majors Chevron and Exxon Mobil traded higher in premarket action as oil prices climbed, while airlines and cruise operators weakened. AST SpaceMobile tumbled after a Blue Origin rocket failed to […]
Read moreApril 20, 2026 9:39 am
Key Moments Morgan Stanley projected that agentic AI could contribute $32.5–60 billion to the data-center CPU market by 2030. The firm highlighted a shift in AI computing bottlenecks toward CPUs and memory as systems move from content generation to autonomous actions. Morgan Stanley identified a broad set of potential beneficiaries across CPUs, memory, and semiconductor […]
Read moreApril 20, 2026 9:08 am
Key Moments Jefferies kept its Hold rating on Tesla and increased its price target to $350 from $300. Jefferies expects Tesla to post Q1 revenue of $21.2 billion, up 10% year-over-year but down from the prior quarter, with an operating margin below 3% and cash burn of about $1.9 billion. Analysts at Jefferies do not […]
Read moreApril 20, 2026 9:01 am
Key Moments Marvell Technology shares rose 6.3% in premarket trading by 04:38 ET (08:38 GMT) following a report of new AI chip talks with Alphabet’s Google. The reported collaboration focuses on developing a memory processing unit to pair with Google’s existing tensor processing units and a new TPU tailored for AI inference. The companies reportedly […]
Read moreApril 17, 2026 1:56 pm
Key Moments Barclays said recent shareholder letter disclosures reinforce a long-term bullish view on Amazon Web Services’ artificial intelligence business. AWS’s AI services reached an annualized revenue run rate of $15 billion in Q1 2026, with Amazon describing the trajectory as “ascending rapidly.” Amazon reported its U.S. grocery business generated more than $150 billion in […]
Read moreApril 17, 2026 12:58 pm
Key Moments Bernstein recommends a modest overweight in U.S. Consumer Discretionary and Consumer Staples for 2026, with a bias toward Staples. The firm’s preferred stocks include TJX, TPR, NKE, MAR, H, RCL, WMT, COST and PFGC amid recent underperformance of both consumer sectors versus the broader market. Several highlighted companies have recently beaten earnings expectations […]
Read moreApril 17, 2026 12:39 pm
Key Moments Affirm shares rose 3.5% in premarket trading after Morgan Stanley designated the stock as its Top Pick. Morgan Stanley sees potential for Affirm to sustain 30%+ GMV growth and attractive AOI margins over the near to medium term. The bank set a $76 price target, implying about 27% upside and a roughly 24x […]
Read more