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Latest stock market news and real-time market analysis. Track S&P 500, Nasdaq, and Dow Jones movements, sector rotations, and breaking market events.

Keel Infrastructure Surges as AI Demand Drives Shift from Bitcoin Mining
Markets Daniel Marsh

Keel Infrastructure Surges as AI Demand Drives Shift from Bitcoin Mining

Keel Infrastructure shares gained 4.7% to $5.035, pushing year-to-date returns past 115%, as investors pivot to former bitcoin miners offering AI power infrastructure.

WULF HUT IREN
Lufthansa's €750M Bond Holds Steady Amid Fuel Cost Pressures
Markets Daniel Marsh

Lufthansa's €750M Bond Holds Steady Amid Fuel Cost Pressures

Lufthansa's €750 million senior unsecured bond due 2032 traded at 100.81, above its 99.88 issue price, as the airline navigates a projected €1.7 billion fuel cost increase for 2026.

Destiny Tech100 Slumps After $1B ATM Filing, Premium Persists
Markets Daniel Marsh

Destiny Tech100 Slumps After $1B ATM Filing, Premium Persists

Destiny Tech100 shares dropped 8.3% after filing a $1B at-the-market stock sale, but the fund still trades at a significant premium to NAV amid SpaceX IPO speculation.

SPY
Ondas Shares Jump 9% After Omnisys Deal Closure, Revenue Surge
Markets Daniel Marsh

Ondas Shares Jump 9% After Omnisys Deal Closure, Revenue Surge

Ondas shares jumped 9% after closing its Omnisys acquisition and reporting Q1 revenue of $50.1M, up from $4.3M a year ago. The company targets $390M in 2026 revenue.

ONDS
T1 Energy Surges on Solar Tax Credit Optimism
Markets Daniel Marsh

T1 Energy Surges on Solar Tax Credit Optimism

T1 Energy surged $2.61 to $10.69 on heavy volume, driven by investor focus on solar tax credits. The company faces scrutiny over China links but defends its eligibility.

FXI
Tech and AI Stocks Drive S&P 500 and Nasdaq Higher Amid Oil Price Surge
Markets Daniel Marsh

Tech and AI Stocks Drive S&P 500 and Nasdaq Higher Amid Oil Price Surge

The S&P 500 and Nasdaq gained Tuesday, led by Micron crossing $1 trillion in market cap, as AI chip demand countered a rise in Brent crude above $100 and a drop in consumer confidence.

MU MRVL INTC QCOM LLY SPY QQQ
Tech Stocks Propel S&P 500 and Nasdaq Higher; Dow Slips on Energy and Healthcare Weakness
Markets Daniel Marsh

Tech Stocks Propel S&P 500 and Nasdaq Higher; Dow Slips on Energy and Healthcare Weakness

The Dow slipped 0.26% on Tuesday as UnitedHealth and Chevron weighed, while the S&P 500 and Nasdaq rallied on tech and AI stocks. Oil prices climbed amid geopolitical concerns.

UNH CVX MU MRVL INTC QCOM AAPL CSCO IBM MRK CAT HON CRM MMM XOM SPY QQQ IWM
QQQ Rises on AI Strength, Iran Deal Hopes
Markets Daniel Marsh

QQQ Rises on AI Strength, Iran Deal Hopes

Invesco QQQ Trust gained 1.3% in early trading Tuesday, driven by strong AI demand from Nvidia and optimism over a U.S.-Iran agreement.

QQQ NVDA AAPL MSFT AMZN GOOGL SMH SPY
Fidelity Bolsters Active ETF Team with State Street Hire
Markets Daniel Marsh

Fidelity Bolsters Active ETF Team with State Street Hire

Fidelity International appoints Elisa Prezzavento as director of ETF product strategy, hiring from State Street to expand its active ETF lineup in Europe and Asia-Pacific.

FIS
Vertiv Stock Splits Opinion as AI Bets Diverge Among Funds
Markets Daniel Marsh

Vertiv Stock Splits Opinion as AI Bets Diverge Among Funds

Vertiv (VRT) attracts divided institutional interest: New Age Alpha ups stake 466%, while two other funds reduce holdings. AI data center demand lifts Q1 sales 30%.

VRT
Uber's Bid for Delivery Hero Faces Investor Skepticism as Shares Trade Above Offer
Markets Daniel Marsh

Uber's Bid for Delivery Hero Faces Investor Skepticism as Shares Trade Above Offer

Delivery Hero shares remain above Uber's €33 bid, with investors anticipating a higher offer amid competition from DoorDash and shareholder resistance.

UBER DASH GRAB
Bank of America Initiates Oklo Coverage with $80 Buy Target
Markets Daniel Marsh

Bank of America Initiates Oklo Coverage with $80 Buy Target

Oklo shares edged higher premarket after Bank of America started coverage with a Buy and $80 target, citing its Meta power deal and regulatory progress.

OKLO META SMR