Cerebras Shares Dip as Investors Reassess Valuation After Stellar IPO
IPO Michael Okonkwo

Cerebras Shares Dip as Investors Reassess Valuation After Stellar IPO

Cerebras Systems shares slipped about 4% to $298 in early Friday trading, retreating from Thursday's close after a 68% Nasdaq debut, as investors weighed valuation and customer concentration.

NVDA AMD
Baiya International Surges 57% Premarket on Capital Raise, Crypto Plans
Markets Daniel Marsh

Baiya International Surges 57% Premarket on Capital Raise, Crypto Plans

Baiya International shares jumped 56.6% premarket after a $4.21M share sale and crypto plan, despite a widened net loss of $9.5M.

BIYA
Intel Shares Slide as Server Chip Market Share Erodes to AMD and Arm
Technology Sarah Chen

Intel Shares Slide as Server Chip Market Share Erodes to AMD and Arm

Intel shares tumbled 6.5% Friday after UBS data revealed its server CPU market share fell to 54.9% in Q1, while AMD and Arm advanced. The drop extends a three-day slide amid profit-taking in chip stocks and persistent rate worries.

INTC AMD ARM AAPL
Nvidia Stock Slips as China H200 Chip Hopes Fade Before Earnings
Markets Daniel Marsh

Nvidia Stock Slips as China H200 Chip Hopes Fade Before Earnings

Nvidia shares fell 2.8% to $229.12, snapping a seven-day rally, after U.S. Trade Representative Jamieson Greer indicated chip export controls were not discussed in Beijing, dampening hopes for H200 chip sales to China.

NVDA AMD INTC BABA JD
Treasury Yields and Oil Spike Slam Wall Street; Tech Stocks Lead Decline
Markets Daniel Marsh

Treasury Yields and Oil Spike Slam Wall Street; Tech Stocks Lead Decline

US stock futures fell sharply Friday as the 10-year Treasury yield climbed to 4.56% and Brent crude surged near $109 a barrel, reigniting inflation concerns and Fed rate hike fears.

SPY QQQ DIA AMAT NVDA DAL UAL LUV ALK USO GLD TLT
ServiceNow Partners with Experian to Bolster AI Workflow Capabilities
Technology Sarah Chen

ServiceNow Partners with Experian to Bolster AI Workflow Capabilities

ServiceNow and Experian have formed a global multi-year partnership to integrate Experian's Ascend data tools into ServiceNow's AI workflows, with initial applications in employee onboarding and risk management.

NOW
Pershing Square Builds Microsoft Stake; Ackman Sees AI Value
Markets Daniel Marsh

Pershing Square Builds Microsoft Stake; Ackman Sees AI Value

Bill Ackman's Pershing Square has taken a new position in Microsoft, attracted by what he calls a 'highly compelling' valuation amid AI-driven spending concerns.

MSFT GOOGL AMZN META
Bill Ackman's Microsoft Stake Revives Wall Street Scrutiny of AI Spending Plans
Markets Daniel Marsh

Bill Ackman's Microsoft Stake Revives Wall Street Scrutiny of AI Spending Plans

Pershing Square, led by Bill Ackman, disclosed a new Microsoft stake as shares fell 15% this year amid AI spending concerns. The $190 billion capex plan for 2026 faces fresh scrutiny.

MSFT
Boeing Secures China Deal, But Market Hopes for More
Markets Daniel Marsh

Boeing Secures China Deal, But Market Hopes for More

China agreed to buy 200 Boeing jets, with a potential commitment for up to 750. Boeing shares fell 4.7% as the order was smaller than expected.

BA GE
Atmos Energy Lifts Guidance, Boosts Dividend After Strong Q2
Earnings James Calloway

Atmos Energy Lifts Guidance, Boosts Dividend After Strong Q2

Atmos Energy lifted its fiscal 2026 earnings outlook to $8.40-$8.50 per share and hiked its quarterly dividend to $1.00, a 14.9% annual increase, driven by robust Q2 results and Texas expansion.

ATO
Auddia Shares Soar 59% on SEC Filing for Merger with Thramann Holdings
IPO Michael Okonkwo

Auddia Shares Soar 59% on SEC Filing for Merger with Thramann Holdings

Auddia filed a Form S-4 for its merger with Thramann Holdings, aiming to create McCarthy Finney. AUUD shares jumped 59% premarket to $1.94.

AUUD
Gemini Shares Surge 20% After $100M Bitcoin Investment from Winklevoss Twins
Crypto Sarah Chen

Gemini Shares Surge 20% After $100M Bitcoin Investment from Winklevoss Twins

Gemini Space Station shares surged over 20% premarket after a $100M Bitcoin investment from the Winklevoss twins. Q1 revenue rose 42% to $50.3M, but the company posted a $109M net loss.

GEMI