Market Movers: RELX, Capricor, and Global Tensions Shape Trading
Markets Daniel Marsh

Market Movers: RELX, Capricor, and Global Tensions Shape Trading

RELX drops 8.8% in a week, Capricor soars 387% annually, US-Iran tensions drive crude oil volatility, and other key market movers on May 10, 2026.

RELX CAPR USO UNG
Saylor's Bitcoin Sale Hint Reshapes MSTR's Market Narrative
Crypto Sarah Chen

Saylor's Bitcoin Sale Hint Reshapes MSTR's Market Narrative

Michael Saylor suggests selling some bitcoin for dividends, a move that reframes Strategy's capital strategy without abandoning its crypto focus.

MSTR
Technology Sarah Chen

STMicroelectronics Surges on AI and Space Chip Optimism

STMicroelectronics shares rose 5.9% on Friday after Berenberg reaffirmed its Buy rating, fueled by AI and satellite chip sales. The company sees data-center revenue exceeding $500 million in 2026 and space chip revenue near $1 billion.

XLK
Energy Transfer Units Dip 1.24% Despite Record Volumes and Raised 2026 Outlook
Earnings James Calloway

Energy Transfer Units Dip 1.24% Despite Record Volumes and Raised 2026 Outlook

Energy Transfer LP units slipped 1.24% to $19.34 on Friday, even as unitholders became eligible for a higher distribution. The company reported record volumes and raised its 2026 EBITDA forecast.

WMB
Technology Sarah Chen

Coherent Stock Jumps on AI Demand, Margin Challenges Linger

Coherent Corp shares gained 5.03% to $335.26 after forecasting Q4 revenue above estimates, driven by AI data-center demand. Margin improvements and supply constraints remain key challenges.

COHR LITE NVDA
Paramount Skydance's $111B Warner Bros. Deal Faces New Regulatory Hurdles in California
Regulation James Calloway

Paramount Skydance's $111B Warner Bros. Deal Faces New Regulatory Hurdles in California

California Democrats and press-freedom groups are urging regulators to scrutinize Paramount Skydance's $111 billion acquisition of Warner Bros. Discovery, citing job losses and editorial independence issues.

WBD
Spirit Airlines Grounding Offers Temporary Relief for Pratt & Whitney Engine Shortage
Markets Daniel Marsh

Spirit Airlines Grounding Offers Temporary Relief for Pratt & Whitney Engine Shortage

Spirit Airlines' grounded A320neo fleet is releasing Pratt & Whitney GTF engines into a tight spare market, offering temporary relief for airlines. However, lease rates remain high and delays persist.

RTX SPIR AAL UAL DAL LUV JBLU
Kratos Selects Indiana Site for Hypersonic Testing Facility, Boosts 2026 Revenue Outlook
Technology Sarah Chen

Kratos Selects Indiana Site for Hypersonic Testing Facility, Boosts 2026 Revenue Outlook

Kratos Defense & Security Solutions selected Odon, Indiana for a new hypersonic materials test facility, two days after raising its 2026 revenue outlook. Q1 revenue rose 22.6% to $371M.

KTOS
Altria Slips for Fifth Day as Nicotine Pouch Competition Intensifies
Markets Daniel Marsh

Altria Slips for Fifth Day as Nicotine Pouch Competition Intensifies

Altria shares fell 1.3% to $68.12, extending a five-session losing streak despite a Q1 earnings beat. Rising competition in the nicotine pouch market and declining cigarette volumes weigh on the stock ahead of its May 14 annual meeting.

MO PM BTI
Markets Daniel Marsh

Lockheed Martin Secures $407M Aegis Upgrade for Guam Amid Pacific Defense Surge

Lockheed Martin secures a $407.2M Pentagon contract modification to advance Aegis missile defense for Guam, bringing total project value to about $1.94B. Work runs through December 2029.

LMT RTX
Constellation Energy Q1 Earnings: AI Data Center Demand, Calpine Deal in Focus
Earnings James Calloway

Constellation Energy Q1 Earnings: AI Data Center Demand, Calpine Deal in Focus

Constellation Energy reports Q1 earnings Monday, with investors focused on AI data center power demand, Calpine integration progress, and the Three Mile Island restart timeline.

CEG
TXN Stock Flirts with Record High After Analyst Lifts Earnings Forecast
Earnings James Calloway

TXN Stock Flirts with Record High After Analyst Lifts Earnings Forecast

Texas Instruments stock closed near a record high after Zacks Research boosted its Q2 earnings forecast, reflecting strong demand from industrial and data center markets.

TXN