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Qualcomm Rises Pre-Market on OpenAI Chip Deal Buzz

April 27, 2026 9:35 am
Key Moments Qualcomm shares jumped about 9.2% in premarket trading. They extended Friday’s strong rally. Meanwhile, analyst Ming-Chi Kuo said OpenAI is working with Qualcomm and MediaTek on smartphone processors. Luxshare may act as the exclusive co-design and manufacturing partner. Mass production is targeted for 2028. In addition, Qualcomm had already gained 11% on Friday. […] Read more

BofA Sees Nvidia Valuation Boost from Higher Payouts

April 27, 2026 8:37 am
Key Moments Bank of America says a more aggressive capital return strategy could help narrow Nvidia’s valuation discount versus its Magnificent Seven peers. Nvidia is trading at 26 times and 19 times 2026 and 2027 P/E estimates, respectively, compared with a peer average of 49 times and 41.5 times. BofA highlights Nvidia’s 0.02% dividend yield […] Read more

Norfolk Southern Earnings Pressured as Fuel and Costs Rise

April 24, 2026 2:10 pm
Key Moments Norfolk Southern’s first-quarter adjusted earnings came in at $2.65 per share, down from $2.69 per share a year earlier. Railway operating revenue held steady at $3 billion, while total volumes slipped 1% year-on-year. The adjusted operating ratio deteriorated by 80 basis points to 68.7%, reflecting rising fuel, labor, maintenance, and safety costs. Fuel […] Read more

Amazon Rises as Meta Expands AWS Graviton AI Use

April 24, 2026 1:45 pm
Key Moments Amazon (NASDAQ:AMZN) shares increased 2% Friday morning following Meta’s decision to scale up use of AWS Graviton for AI workloads. Meta plans to deploy tens of millions of AWS Graviton5 cores, positioning itself as one of the largest Graviton customers globally. The expanded agreement strengthens AWS’s role in custom silicon as large technology […] Read more

Kinder Morgan Cash Flow Strength Supports Upside Outlook

April 24, 2026 12:42 pm
Key Moments: Kinder Morgan (NYSE: KMI) reported profitability running modestly above budget in fiscal Q1, supporting ongoing dividend growth. Analyst estimates currently imply roughly 10% upside from a key support area, with several firms lifting revenue, earnings, and price targets after the latest results. Institutional investors hold more than 60% of KMI and have been […] Read more

Lilly Shares Fall on Slight GLP-1 Rx Softness

April 24, 2026 12:21 pm
Key Moments Eli Lilly (NYSE:LLY) stock declined 2% as recent weekly GLP-1 prescription trends showed modest week-over-week pressure. Total combined prescriptions for Mounjaro, Trulicity, Zepbound, and Foundayo slipped 0.3% to 1,503,100 for the week of April 17, 2026. Read more

P&G Raises Sales Outlook, Warns of Profit Squeeze

April 24, 2026 12:07 pm
Key Moments Procter & Gamble projected a $150 million reduction in annual profit tied to higher input costs stemming from the Middle East conflict. The company indicated fiscal 2026 earnings per share should come in at the lower end of its flat to 4% growth target range. Quarterly net sales increased 7% year over year […] Read more

Texas Instruments Jumps on Data Center Earnings Beat

April 24, 2026 11:58 am
Key Moments Texas Instruments (NASDAQ: TXN) reported strong fiscal Q1 2026 results. Growth beat expectations, driven by a 90% surge in data center demand. The stock jumped about 18% in one session. Technical trends suggest a potential $300 to $400 range within 12 months if momentum continues. Analysts raised price targets by more than 10% […] Read more

Intel Surges as AI CPU Demand Strongly Reshapes Outlook

April 24, 2026 11:35 am
Key Moments Intel’s CPU demand from AI service providers was so strong in the first quarter that it sold previously written-off inventory. The stock jumped 28% to $85 in premarket trading, set to exceed its dot-com era record and potentially add more than $90 billion in market value. At least 14 brokerages raised Intel’s price […] Read more

Cisco Unveils Prototype Chip to Link Quantum Systems

April 24, 2026 8:29 am
Key Moments Cisco introduced a prototype switching chip. It links different quantum computers over fiber-optic networks. The device runs at room temperature. It translates between systems such as atomic and superconducting quantum architectures. Executives say large quantum networks may emerge in the 2030s. However, security uses could appear in about three years. Cisco Targets a […] Read more