Cloudflare (NET) stock plummeted 8.6% to $187.96 after CEO sold $33M in shares, Middle East tensions rose, and Anthropic’s AI agents raised disruption fears.
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.
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.
Teradyne (TER) stock jumped 12% to an all-time high of $358.29 on Intel’s Terafab news. AI now represents 60%+ of revenue with more growth ahead.
SoundHound AI (SOUN) stock rose 1.3% Wednesday amid tech rebound. Revenue surged 59% YoY, but insider selling continues. Analysts see 110% upside potential.
