Regulation James Calloway

FMCSA Retires Legacy Systems as Motus Registration Platform Goes Live May 14

The FMCSA is retiring its legacy registration systems on May 14, 2026, launching the new Motus platform. Carriers and brokers must update their accounts to avoid manual verification delays.

Cerebras IPO Skyrockets with Overwhelming Demand, Targeting $50B Valuation
IPO Michael Okonkwo

Cerebras IPO Skyrockets with Overwhelming Demand, Targeting $50B Valuation

Cerebras Systems is set to price its IPO above the $150-$160 range due to massive demand, with orders 20 times available shares, targeting a $50 billion valuation.

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AMD's Small Stake in Marvell Highlights AI Chip Sector's Momentum
Technology Sarah Chen

AMD's Small Stake in Marvell Highlights AI Chip Sector's Momentum

AMD disclosed a modest stake in Marvell Technology, valued at $6.49 million in March, now worth ~$11.8 million. The news highlights Marvell's AI data-center focus and analyst optimism.

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NIO Shares Rally as ES8 Sales Surge, Boosting Profit Outlook
Earnings James Calloway

NIO Shares Rally as ES8 Sales Surge, Boosting Profit Outlook

NIO shares jumped 43.5 cents to $6.515 after April deliveries rose 22.8% to 29,356 vehicles, with the ES8 SUV accounting for 44% of volume. Q1 results are due May 21.

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Inflation Surge Dampens Rate Cut Hopes, Stocks Struggle
Markets Daniel Marsh

Inflation Surge Dampens Rate Cut Hopes, Stocks Struggle

U.S. stocks traded mixed Wednesday after a hotter-than-expected producer inflation report dampened hopes for Federal Reserve rate cuts. The Dow fell 0.35%, while chip stocks lifted the Nasdaq slightly.

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Dow Dips as Hot PPI Dashes Fed Rate Cut Hopes
Markets Daniel Marsh

Dow Dips as Hot PPI Dashes Fed Rate Cut Hopes

The Dow Jones fell 0.35% after April producer prices jumped 1.4%, the biggest monthly gain since March 2022, leading traders to price out any Fed rate cuts this year.

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Plug Power's Q1 Revenue Surge Masked by Deepening Cash Burn
Earnings James Calloway

Plug Power's Q1 Revenue Surge Masked by Deepening Cash Burn

Plug Power's Q1 revenue rose 22% to $163.5M, but net loss widened to $245.3M and cash burn increased, overshadowing the top-line beat.

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Nokia Taps Siemens Executive to Lead Mobile Unit as AI Drives Rally
Technology Sarah Chen

Nokia Taps Siemens Executive to Lead Mobile Unit as AI Drives Rally

Nokia Oyj hires Siemens executive Emma Falck to head Mobile Infrastructure as Q1 profit surges 54% and AI/cloud sales jump 49%, lifting shares 5.5%.

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Intel's 440B Rally Hits a Wall as Short Sellers Return
Technology Sarah Chen

Intel's 440B Rally Hits a Wall as Short Sellers Return

Intel shares fell 2% as short interest surged near a 52-week high, putting pressure on the six-week rally that added $440 billion in market cap.

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Devon Energy's $58B Coterra Merger Faces Investor Scrutiny
Markets Daniel Marsh

Devon Energy's $58B Coterra Merger Faces Investor Scrutiny

Devon Energy closed its $58 billion all-stock merger with Coterra, launching an $8 billion buyback and higher dividend. Investors now watch for execution risks.

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VNET Shares Soar After CATL-Linked Group Agrees to Acquire 38% Stake
Markets Daniel Marsh

VNET Shares Soar After CATL-Linked Group Agrees to Acquire 38% Stake

VNET Group shares jumped over 30% after PJ Millennium entities, linked to a CATL affiliate, agreed to purchase up to 38.1% of the company in a $942 million deal.

BofA Raises Coherent Target to $400 on AI Optical Demand
Technology Sarah Chen

BofA Raises Coherent Target to $400 on AI Optical Demand

BofA increased Coherent's price target to $400, highlighting AI-driven demand for 800G and 1.6T optical transceivers. Revenue jumped 21% to $1.81B. Neutral rating kept.

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