Citadel's Hong Kong Quant Shakeup Spurs Rival Firms to Reassess Data and Talent Hubs
Markets Daniel Marsh

Citadel's Hong Kong Quant Shakeup Spurs Rival Firms to Reassess Data and Talent Hubs

Citadel shifts quant researchers from Hong Kong to Singapore or Miami after a relocate-or-leave ultimatum, sparking industry debate over data security and talent strategy.

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Cisco Surge Drives Dow Toward 50,000 as AI Stocks Rally
Markets Daniel Marsh

Cisco Surge Drives Dow Toward 50,000 as AI Stocks Rally

The Dow Jones Industrial Average climbed 198 points to 49,891, nearing 50,000, as Cisco surged 17% on AI demand and a revenue forecast hike. The S&P 500 and Nasdaq hit intraday records, boosted by Nvidia and other AI stocks.

CSCO NVDA SPY QQQ
Wall Street Hits New Highs as AI Optimism Overrides Inflation Data
Markets Daniel Marsh

Wall Street Hits New Highs as AI Optimism Overrides Inflation Data

The S&P 500 and Nasdaq hit new intraday highs on Thursday, led by Nvidia and Cisco, despite April retail sales rising 0.5% and jobless claims increasing to 211,000.

NVDA CSCO BABA JD
IREN Shares Surge After $2.6B Convertible Debt Sale Backs Nvidia AI Push
Markets Daniel Marsh

IREN Shares Surge After $2.6B Convertible Debt Sale Backs Nvidia AI Push

IREN shares climbed 4.7% to $57.75 after pricing $2.6B in convertible notes, supporting its AI cloud expansion via a Nvidia partnership. JPMorgan raised its price target to $46 but kept an Underweight rating.

IREN NVDA
Redwire Surges on Record Backlog, Defense Shift
Earnings James Calloway

Redwire Surges on Record Backlog, Defense Shift

Redwire shares surged nearly 14% after posting a 57.9% revenue jump and a record $498.1 million backlog, while reaffirming its 2026 sales target.

RDW
Biogen Completes Apellis Takeover, Ending Nasdaq Listing
Markets Daniel Marsh

Biogen Completes Apellis Takeover, Ending Nasdaq Listing

Biogen closed its $5.3 billion acquisition of Apellis Pharmaceuticals, making Apellis a wholly owned subsidiary and ending its Nasdaq listing.

BIIB APLS
Intel Stock Slides as AMD and Arm Gain Server CPU Market Share
Technology Sarah Chen

Intel Stock Slides as AMD and Arm Gain Server CPU Market Share

Intel shares fell 3.9% as UBS data shows server CPU market share dropped to 54.9% in Q1, with AMD and Arm gaining ground.

INTC AMD ARM TSM
Devon Completes Coterra Merger, Igniting Shale M&A Surge
Markets Daniel Marsh

Devon Completes Coterra Merger, Igniting Shale M&A Surge

Devon Energy completed its all-stock merger with Coterra Energy, ending CTRA trading on the NYSE. The $25B deal pushed US upstream M&A to a two-year high, with Devon targeting $1B in annual synergies and launching an $8B buyback.

DVN CTRA
Klarna Reports First Profit Post-IPO, Tepid Q2 Guidance Caps Rally
Earnings James Calloway

Klarna Reports First Profit Post-IPO, Tepid Q2 Guidance Caps Rally

Klarna achieved its first quarterly profit since going public, but softer Q2 guidance tempered investor enthusiasm. Revenue surged 44% to $1 billion.

KLAR AFRM WMT
Quantum Cyber Rockets on Drone Deal and Ex-VA Chief Board Appointment
Markets Daniel Marsh

Quantum Cyber Rockets on Drone Deal and Ex-VA Chief Board Appointment

Quantum Cyber appoints ex-VA chief Peter O'Rourke, following a drone tech deal with BP United. Shares soar 264% as the company pivots to defense.

Cisco Stock Soars on AI Orders, Restructuring Plan
Earnings James Calloway

Cisco Stock Soars on AI Orders, Restructuring Plan

Cisco shares jumped as much as 22% in premarket trading after the company raised its sales forecast and announced a restructuring focused on AI, with $5.3 billion in AI orders from hyperscalers.

CSCO ANET HPE
Forgent Power Soars on Record Orders, AI Data Center Demand Drives Growth
Earnings James Calloway

Forgent Power Soars on Record Orders, AI Data Center Demand Drives Growth

Forgent Power Solutions raised its FY2026 revenue forecast after record Q3 bookings of $867 million, signaling robust AI data center demand. Shares jumped in premarket trading.

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