IBM Shares Cool After Quantum, Barclays, and Retail Rally
Technology Sarah Chen

IBM Shares Cool After Quantum, Barclays, and Retail Rally

IBM shares eased 0.4% to $319.10 after hitting a high of $327.22, as investors weighed a $10B quantum computing plan, a Barclays upgrade, and a $1B CHIPS-funded foundry. Retail trading spiked but risks persist.

IBM NVDA
Alphabet's $80B AI Funding Plan Tests Wall Street's Record Rally
Markets Daniel Marsh

Alphabet's $80B AI Funding Plan Tests Wall Street's Record Rally

Alphabet shares fell after announcing an $80 billion equity offering to fund AI expansion, dampening Wall Street's record run. HPE and Marvell surged on AI demand.

GOOGL HPE MRVL NVDA DELL SMCI BRK.B
SoFi Shares Dip 3.6% on AI Coach Launch, Platform Expansion Push
Markets Daniel Marsh

SoFi Shares Dip 3.6% on AI Coach Launch, Platform Expansion Push

SoFi shares fell 3.6% to $17.91 after launching SoFi Coach, an AI money management tool for SoFi Plus members, as the company pushes to expand beyond lending into a full-service finance platform.

SOFI
POET Technologies Rebounds on AI Optics Demand and $400M Financing
Technology Sarah Chen

POET Technologies Rebounds on AI Optics Demand and $400M Financing

POET Technologies shares surged 10% to $15.24 as traders returned to the AI-hardware stock after a 17.1% drop, boosted by a $400M financing and a $50M Lumilens deal potentially worth $500M.

POET
Supermicro Surges on AI Server Demand, HPE Results Boost Sentiment
Technology Sarah Chen

Supermicro Surges on AI Server Demand, HPE Results Boost Sentiment

Super Micro shares jumped about 5% in early trading, driven by strong HPE results and new AI server launches with AMD and Arm, though memory cost and export risks persist.

SMCI HPE AMD DELL ARM NVDA
Hims Completes $1.15B Eucalyptus Acquisition, Shares Dip Slightly
Markets Daniel Marsh

Hims Completes $1.15B Eucalyptus Acquisition, Shares Dip Slightly

Hims & Hers shares fell 0.9% after completing the $1.15 billion Eucalyptus acquisition, gaining 850,000 customers and international reach, but facing execution risks and U.S. weight-loss drug plan shifts.

HIMS NVO LLY
HIVE Digital Revenue Soars 158% as AI Ambitions Face Crypto Headwinds
Crypto Sarah Chen

HIVE Digital Revenue Soars 158% as AI Ambitions Face Crypto Headwinds

HIVE Digital Technologies shares rose to $4.89 after a 158% revenue surge to $297.8M, but a weak Q4 and Bitcoin's 4.5% decline capped gains as investors eye AI infrastructure.

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CrowdStrike Earnings Preview: AI-Driven Surge Faces Crucial Test
Earnings James Calloway

CrowdStrike Earnings Preview: AI-Driven Surge Faces Crucial Test

CrowdStrike shares fell 2.2% to $764.67 ahead of Wednesday's Q1 results. Options imply a potential 9.5% move as the market weighs AI demand against elevated valuation.

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Bluejay Diagnostics Surges on US Manufacturing Pact, but Funding Concerns Loom
Markets Daniel Marsh

Bluejay Diagnostics Surges on US Manufacturing Pact, but Funding Concerns Loom

Bluejay Diagnostics (BJDX) jumped up to 213% in premarket after a US manufacturing deal with Argonaut, but the stock is volatile as Symphony awaits FDA clearance and funding is needed.

BJDX
Victoria's Secret Shares Surge on Earnings Beat and Upgraded Forecast
Earnings James Calloway

Victoria's Secret Shares Surge on Earnings Beat and Upgraded Forecast

Shares of Victoria's Secret & Co. soared up to 39% in early trading after the company reported strong Q1 earnings, raised its full-year outlook, and debuted its new VSXY ticker.

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Dollar General Shares Jump on Strong Q1 Earnings and Raised FY2026 Forecast
Earnings James Calloway

Dollar General Shares Jump on Strong Q1 Earnings and Raised FY2026 Forecast

Dollar General shares gained 5% premarket after Q1 earnings of $2.00 per share topped forecasts and the retailer lifted its FY2026 EPS guidance to $7.20-$7.45.

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Ondas Shares Test Premarket After Navy Balloon Contract Award
Markets Daniel Marsh

Ondas Shares Test Premarket After Navy Balloon Contract Award

Ondas Holdings (ONDS) shares traded higher premarket Tuesday after its World View unit secured a $4.8 million U.S. Navy surveillance contract, adding to recent order momentum but highlighting execution risks.

ONDS