FuelCell Energy Jumps 23% as AI Data Center Power Demand Fuels Rally
Markets Daniel Marsh

FuelCell Energy Jumps 23% as AI Data Center Power Demand Fuels Rally

FuelCell Energy shares surged 23.5% on Thursday, extending a rebound as investors bet on fuel-cell firms for AI data center power. The company named John Livingston to its board and set its next earnings call for June 8.

FCEL BE PLUG NBIS
Ondas Stock Dips After Completing Omnisys All-Stock Acquisition for $196.6M
Markets Daniel Marsh

Ondas Stock Dips After Completing Omnisys All-Stock Acquisition for $196.6M

Ondas Inc. shares slipped 3.5% after closing its $196.6M all-stock acquisition of Omnisys, with 3.1M shares registered for resale. Q1 revenue hit $50.1M, but operating loss was $42.7M.

ONDS AVAV RCAT KTOS
Seniors Group Raises 2027 Social Security COLA Forecast to 3.9%
Economy Daniel Marsh

Seniors Group Raises 2027 Social Security COLA Forecast to 3.9%

The Senior Citizens League lifted its 2027 Social Security COLA estimate to 3.9%, citing rising energy, food, and housing costs, which would add roughly $81 per month to the average retired worker's benefit.

SPY
NewGenIVF Soars 61% on $100 Million AI Prediction Market Stake
Technology Sarah Chen

NewGenIVF Soars 61% on $100 Million AI Prediction Market Stake

NewGenIVF shares jumped 61% after the company agreed to acquire a 2% stake in AI prediction market platform K25.ai at a $100 million valuation.

NIVF
Dow Wavers Near 50,000 as Oil, Yields Rise; Walmart, Nvidia Weigh
Markets Daniel Marsh

Dow Wavers Near 50,000 as Oil, Yields Rise; Walmart, Nvidia Weigh

The Dow hovered near 50,000 Thursday as higher oil prices and bond yields curbed risk appetite. Walmart fell on cautious guidance, while Nvidia's record results failed to ignite a tech rally.

WMT NVDA AMD INTC
Oil Rally and Walmart Warning Drag Wall Street Lower
Markets Daniel Marsh

Oil Rally and Walmart Warning Drag Wall Street Lower

U.S. stocks declined Thursday as surging oil prices and higher bond yields weighed on sentiment. Nvidia slipped despite strong earnings, and Walmart dropped sharply.

NVDA WMT INTC AMD MSFT AAPL IBM INTU TGT USO
Applied Digital Surges on $7.5B AI Data Center Lease Deal
Technology Sarah Chen

Applied Digital Surges on $7.5B AI Data Center Lease Deal

Applied Digital shares surged 17% after a $7.5 billion, 15-year AI data center lease, lifting total contracted revenue to $31 billion. Analysts raised price targets but caution on execution and customer concentration.

APLD
Deere Shares Slide 7% Despite Earnings Beat as Farm Demand Stays Weak
Earnings James Calloway

Deere Shares Slide 7% Despite Earnings Beat as Farm Demand Stays Weak

Deere & Co shares dropped 7.1% after beating quarterly forecasts but maintaining its full-year profit outlook, with large agriculture sales falling 14%.

DE CAT CNH AGCO
Ford Stock Edges Up After DOE Loan Restructure for Kentucky Battery Plant
Markets Daniel Marsh

Ford Stock Edges Up After DOE Loan Restructure for Kentucky Battery Plant

Ford shares rose 0.9% after assuming a $3.805B DOE loan for a Kentucky battery plant and exiting the BlueOval SK joint venture.

F GM STLA
IREN Surges on Nvidia Cloud Deal and Convertible Note Offering
Technology Sarah Chen

IREN Surges on Nvidia Cloud Deal and Convertible Note Offering

IREN shares jumped 5.7% to $55.71 after revealing a $3.4 billion Nvidia cloud contract and $3.0 billion in convertible-note financing, with trading volume reaching 19.4 million shares.

IREN NVDA
Bloom Energy and Nebius Ink $2.6 Billion Fuel-Cell Deal for AI Data Centers
Technology Sarah Chen

Bloom Energy and Nebius Ink $2.6 Billion Fuel-Cell Deal for AI Data Centers

Bloom Energy and Nebius agreed to a $2.6 billion, 10-year fuel-cell deal for AI data centers, sending shares up 11.7% and 16.8%.

BE NBIS NVDA ORCL MSFT META
Xanadu Stock Surges on $300M Capital Plan and Quantum Breakthrough
Markets Daniel Marsh

Xanadu Stock Surges on $300M Capital Plan and Quantum Breakthrough

Xanadu shares jumped 8.9% after the company announced a $300M equity facility and a quantum algorithm update that could halve the cost of key operations.