Lam Research Shares Dip Amid Economic Data Watch, Bernstein Bullish on Chip Equipment
Technology Sarah Chen

Lam Research Shares Dip Amid Economic Data Watch, Bernstein Bullish on Chip Equipment

Lam Research stock declined slightly despite Bernstein raising its price target to $285, as investors await key U.S. jobs and inflation reports this week.

LRCX AMAT XLK
Oracle Shares Surge 8% on Analyst Upgrade Amid AI Sector Uncertainty
Technology Sarah Chen

Oracle Shares Surge 8% on Analyst Upgrade Amid AI Sector Uncertainty

Oracle's stock rallied sharply after DA Davidson upgraded it to 'buy,' contrasting with a downgrade from Melius. Investors are weighing the company's cloud funding plans against AI-driven sector volatility.

ORCL MSFT SAP
IREN Shares Rebound on AI Infrastructure Financing Despite Bitcoin Weakness
Earnings James Calloway

IREN Shares Rebound on AI Infrastructure Financing Despite Bitcoin Weakness

IREN shares rose over 6% as investors focused on a $3.6 billion GPU financing deal tied to its Microsoft partnership, offsetting concerns from a quarterly net loss of $155.4 million.

IREN MSFT NVDA MARA RIOT CLSK CORZ
ServiceNow Shares Rebound Amid Software Sector Volatility
Technology Sarah Chen

ServiceNow Shares Rebound Amid Software Sector Volatility

ServiceNow stock gained 2.3% as software stocks stabilized following a sharp selloff. Investors remain focused on AI's impact on software business models.

NOW ORCL WDAY CRM
AppLovin Surges 12% as Jefferies Sees Dip as Entry Point Ahead of Earnings
Technology Sarah Chen

AppLovin Surges 12% as Jefferies Sees Dip as Entry Point Ahead of Earnings

AppLovin shares rallied sharply after Jefferies reiterated a Buy rating, calling the stock's recent decline a buying opportunity. Investors now await the company's quarterly results and forward guidance.

APP
Western Digital Gains on Early Debt Redemption, Investors Eye Economic Data
Technology Sarah Chen

Western Digital Gains on Early Debt Redemption, Investors Eye Economic Data

Western Digital shares advanced 2.7% after the company secured funds to retire its 2026 senior notes ahead of schedule. Market participants are awaiting key U.S. employment and inflation reports this week.

WDC
CoreWeave Shares Surge 8.5% Amid AI Sector Momentum Ahead of Earnings
Technology Sarah Chen

CoreWeave Shares Surge 8.5% Amid AI Sector Momentum Ahead of Earnings

CoreWeave's stock climbed 8.5% to $97.56 on heavy volume as the AI infrastructure firm prepares to report quarterly results later this month, navigating legal and insider sale disclosures.

NVDA
Oracle Shares Surge 10% Amid Analyst Split Over AI Strategy and Funding Plans
Technology Sarah Chen

Oracle Shares Surge 10% Amid Analyst Split Over AI Strategy and Funding Plans

Oracle's stock rebounded sharply in Monday trading, climbing 10% to $157.05 as analysts diverged on its AI exposure and cash flow outlook. The company plans to raise up to $50 billion in 2026.

ORCL
Amazon's $200B AI Spending Plan Sparks Analyst Debate and Stock Volatility
Technology Sarah Chen

Amazon's $200B AI Spending Plan Sparks Analyst Debate and Stock Volatility

Amazon shares declined as Bank of America cut its price target, citing concerns over a planned $200 billion capital expenditure for 2026 and weakening free cash flow. Analysts remain divided on the stock's outlook amid heavy AI investment.

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Warmer Forecasts Pressure Natural Gas Futures, Energy Stocks Dip
Commodities Rebecca Torres

Warmer Forecasts Pressure Natural Gas Futures, Energy Stocks Dip

U.S. natural gas futures tumbled over 6% Monday as milder weather projections reduced heating demand expectations. Key producers like EQT traded lower ahead of Thursday's storage data.

EQT UNG XLE
Robinhood Shares Surge on Wolfe Research Upgrade Ahead of Earnings
Analysis Daniel Marsh

Robinhood Shares Surge on Wolfe Research Upgrade Ahead of Earnings

Robinhood Markets stock gained 5.7% to $87.51 after Wolfe Research upgraded the brokerage to Outperform with a $125 target, citing improved earnings power and growth in prediction markets ahead of Tuesday's quarterly results.

HOOD COIN
Intuitive Machines Stock Soars 13% Amid Heavy Trading and High Short Interest
Markets Daniel Marsh

Intuitive Machines Stock Soars 13% Amid Heavy Trading and High Short Interest

Shares of Intuitive Machines surged 13% to $19.75 in early trading Monday, with volume exceeding 44 million shares. High short interest of 25% continues to fuel volatility as investors await NASA milestones and March earnings.

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