Amazon (AMZN) stock jumped 5.6% after CEO Andy Jassy revealed $15B in AWS AI revenue and outlined plans for a potential $50B chip business expansion.
Lumentum (LITE) stock advanced after analysts raised targets to $950. AI demand from hyperscalers has filled order books through 2028, up 146% YTD.
Bitmine (BMNR) stock gains 13% after transitioning to NYSE and expanding its buyback program from $1B to $4B, signaling confidence in valuation.
Gold approaches $4,765/oz for third weekly gain as US-Iran ceasefire talks remain uncertain, central banks increase holdings, and US CPI data awaited.
TSMC (TSM) stock rises as Q1 revenue jumps 35% YoY to T$1.134 trillion, surpassing forecasts. March alone saw 45% growth driven by AI chip demand.
Applied Digital (APLD) stock falls 6.2% after beating Q3 earnings estimates with 139% revenue growth to $126.6M. Here’s why investors sold off.
Amgen (AMGN) stock rallies as MariTide GLP-1 trials demonstrate nearly 20% weight loss. Truist Securities raises price target to $325 on strong outlook.
Alibaba (BABA) stock dropped 2.9% after Jefferies lowered its target to $185 amid rising AI costs and non-core business losses. AliCloud remains strong.
Gold trades near $4,715 as investors monitor the fragile U.S.-Iran ceasefire and await Thursday’s PCE inflation data for Fed rate clues.
Circle Internet (CRCL) stock director sells $121K in shares while Compass Point issues Sell rating citing margin pressure ahead. Full analysis inside.
Alphabet (GOOGL) stock leads Magnificent 7 in 2026, up 1.5% YTD. Cloud growth and AI innovation drive outperformance amid market volatility.
Costco (COST) stock climbed 2% after March sales reached $28.41B, up 11.3%. Truist maintains Hold rating citing valuation at 48x earnings despite strength.
Oil prices recovered Thursday after a 13% plunge, with Brent rising 2.8% as Strait of Hormuz remains blocked. Goldman sees $100+ oil ahead.
Block (XYZ) stock climbed 5.4% Wednesday as Cash App’s banking features drive growth. Analysts project 34% upside with earnings due April 30.
Netflix (NFLX) stock rebounds 30% after walking away from WBD deal. Ad revenue doubles, FY26 EPS growth forecast at 24%. What analysts say ahead of Q1.
Tesla (TSLA) stock gains as German registrations soar 315% in March 2026 to 9,252 units, capturing 13% of EV market share in historic quarterly rebound.



