Snowflake (SNOW) stock surged 35% on a $6B AWS deal while drone stocks jumped 67%. AI momentum pushes S&P 500 and Nasdaq near record highs Thursday.

Archer Aviation (ACHR) stock climbed 6.56% after a major institutional investment. FAA progress and UAE approval boost sentiment despite Q1 earnings miss.

Arm Holdings (ARM) stock rallied 13% after Mizuho upgraded its price target to $360, driven by strong DRAM demand and agentic AI growth potential.

Anthropic releases Claude Opus 4.8 with improved coding, effort controls, and performance exceeding GPT-5.5. Same pricing as IPO approaches in 2026.

Oracle (ORCL) stock rises 2.4% pre-market as JPMorgan initiates Overweight coverage with $210 target, citing strong earnings and $553B backlog.

Planet Labs (PL) stock reports Q1 2027 earnings June 4. Analysts forecast -$0.03 EPS on $90M revenue. Price target at $30.61 vs current $50.35 trading.

Western Digital (WDC) stock trades near $547 high after appointing former Nvidia enterprise AI executive Manuvir Das to its board of directors.

Marvell (MRVL) stock receives major price target upgrades from multiple analysts following Q1 earnings, with Benchmark raising its target to $275.

S&P 500 achieves record peak as U.S.-Iran ceasefire reports emerge. VIX drops below 16 while Snowflake stock soars 35% on strong earnings performance.

Ondas (ONDS) stock surged 1,000%+ in Q1 2026 revenue. Red Cat (RCAT) stock grew 849%. Compare these defense drone plays and analyst targets.

Wolfe Research identifies AMD as top AI stock pick, forecasting 30% CPU market expansion by 2028 driven by agentic AI demand. Intel faces share losses.