May 8, 2026 1:00 pm
Key Moments Qualcomm Inc. (NASDAQ:QCOM) shares climbed 6% Friday morning following an upgrade from Neutral to Outperform by Daiwa Securities. Daiwa analyst Louis Miscioscia set a $225 price target, compared with Qualcomm’s Thursday close of $202.50 and a 5.6% pre-market move. The stock has advanced more than 60% over the last 30 days, despite third […]
Read moreMay 7, 2026 2:30 pm
Key Moments Disney (NYSE: DIS) increased the pace of dividends and buybacks, cutting its share count by 2.3% year-over-year and 1.88% year-to-date. Fiscal Q2 revenue rose 6.7% to $25.17 billion, with adjusted earnings of $1.57 per share surpassing expectations. Analysts maintain a Moderate Buy view with a 74% Buy-side tilt, projecting more than 20% upside […]
Read moreMay 5, 2026 12:05 pm
Key Moments Apple Inc (NASDAQ:AAPL) has held preliminary talks with Intel Corp (NASDAQ:INTC) and Samsung Electronics (KS:005930) about producing its main processors, according to a Bloomberg News report. Intel shares advanced 3.3% in U.S. premarket trading, while Samsung Electronics stock closed at a record KRW232,500, up 5.4% on the session. The reported discussions are in […]
Read moreMay 5, 2026 9:59 am
Key Moments Amazon (NASDAQ:AMZN) introduced Amazon Supply Chain Services, opening its logistics network to shippers beyond its marketplace sellers. Transportation equities including C.H. Robinson, RXO, GXO, Forward Air, FedEx, and UPS sold off sharply following the announcement. Stifel kept Buy ratings on FedEx, UPS, Forward Air, and GXO, arguing the selloff was excessive given Amazon’s […]
Read moreMay 5, 2026 9:46 am
Key Moments Active benchmark funds have been maintaining short duration positions while boosting exposure to mortgage-backed securities and investment grade credit. Bank of America reports that short positions remain profitable across much of the U.S. Treasury curve, while most long positions are in the red except for 10-year notes. Bank holdings of U.S. Treasuries are […]
Read moreMay 4, 2026 2:28 pm
Key Moments Eli Lilly and Company (NYSE:LLY) declined 3% while Novo Nordisk (NYSE:NVO) gained 2% after an analyst highlighted an FDA liver failure case involving Eli Lilly’s oral GLP-1 drug Foundayo. The liver failure case, involving a 56-year-old male, was recorded in the FDA Adverse Event Reporting System, with the report filed on April 30 […]
Read moreMay 4, 2026 2:16 pm
Key Moments GMR Solutions is seeking a valuation of up to $5 billion through a U.S. IPO on the New York Stock Exchange under the symbol “GMRS”. The company plans to raise up to $797.9 million by offering 31.9 million shares in a price range of $22 to $25 per share. Funds tied to KKR, […]
Read moreMay 4, 2026 1:24 pm
Key Moments Qualcomm Incorporated (NASDAQ: QCOM) shares climbed more than 50% in under a month following its April 29 earnings release, driving its RSI to 87. Despite a double-digit year-over-year decline in handset revenue, investors focused on strength in other segments and signs of a strategic pivot. Qualcomm confirmed a “leading hyperscaler” as a data […]
Read moreMay 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 […]
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