Intel's AI CPU Surge Drives Wall Street Reassessment
Technology Sarah Chen

Intel's AI CPU Surge Drives Wall Street Reassessment

Intel shares climb 2.7% to $84.76, extending post-earnings rally as AI demand shifts focus to CPUs. Q1 revenue hits $13.6B, Data Center and AI unit up 22%.

INTC NVDA AMD ARM TSM
Boeing Posts Narrower Q1 Loss, But Cash Burn Remains a Concern
Earnings James Calloway

Boeing Posts Narrower Q1 Loss, But Cash Burn Remains a Concern

Boeing narrowed its Q1 net loss to $7M, revenue rose 14% to $22.2B, but free cash flow was negative $1.5B. The company delivered 143 jets, beating Airbus, and holds a record $695B backlog.

BA LMT RTX
Walmart's China Growth and Express Delivery Bolster Trillion-Dollar Valuation
Earnings James Calloway

Walmart's China Growth and Express Delivery Bolster Trillion-Dollar Valuation

Walmart's stock holds above $129, maintaining a $1 trillion market cap, driven by strong China growth and new one-hour delivery options at Sam's Club.

WMT AMZN COST
Alphabet's $185B AI Bet Hangs in Balance as Q1 Earnings Loom
Earnings James Calloway

Alphabet's $185B AI Bet Hangs in Balance as Q1 Earnings Loom

Alphabet reports Q1 earnings Wednesday with options pricing a 5% stock move. Investors scrutinize AI spending's impact on Google Cloud and Search revenue.

GOOGL GOOG
Geely Eyes 6.5M Annual Sales by 2030, Intensifying Rivalry with BYD
Markets Daniel Marsh

Geely Eyes 6.5M Annual Sales by 2030, Intensifying Rivalry with BYD

Geely sold a record 709,358 vehicles in Q1 2026, with exports up 126%. The company aims for 6.5 million annual sales by 2030, challenging BYD domestically and abroad.

Applied Digital Secures $7.5B AI Lease, Faces Execution Hurdle
Technology Sarah Chen

Applied Digital Secures $7.5B AI Lease, Faces Execution Hurdle

Applied Digital Corp. (APLD) signed a $7.5B, 15-year lease for 300 MW with an unnamed hyperscaler, pushing total contracted lease revenue above $23B. Shares jumped over 12%.

APLD
SpaceX IPO: Starlink and Starship at Forefront as $1.75 Trillion Valuation Looms
IPO Michael Okonkwo

SpaceX IPO: Starlink and Starship at Forefront as $1.75 Trillion Valuation Looms

SpaceX's confidential IPO filing targets a $1.75 trillion valuation, with Starlink's cash generation and Starship's advancements key to investor appeal.

AMZN MSFT GOOGL
SoundHound AI Dips on LivePerson Acquisition, Wedbush Sees Upside
Technology Sarah Chen

SoundHound AI Dips on LivePerson Acquisition, Wedbush Sees Upside

SoundHound AI shares dropped 1.4% to $8.08 on Monday after announcing an all-stock acquisition of LivePerson for about $43 million. Wedbush reiterated its Outperform rating, seeing long-term potential.

SOUN LPSN
Verizon Shares Surge on Q1 Subscriber Growth, Raised Profit Forecast
Earnings James Calloway

Verizon Shares Surge on Q1 Subscriber Growth, Raised Profit Forecast

Verizon reported a surprise gain of 55,000 postpaid phone subscribers in Q1, beating analyst expectations of a loss, and raised its 2026 profit outlook.

VZ
Micron's AI Memory Surge Revives Trillion-Dollar Valuation Debate
Technology Sarah Chen

Micron's AI Memory Surge Revives Trillion-Dollar Valuation Debate

Micron Technology shares rose 3% premarket Monday as strong fiscal Q2 results and surging AI memory demand reignited discussions about the company's path to a $1 trillion valuation.

MU NVDA SSNLF
Meta's $125B AI Spending Test Looms as Analysts Eye $1,000+ Targets
Earnings James Calloway

Meta's $125B AI Spending Test Looms as Analysts Eye $1,000+ Targets

Meta heads into earnings with $135B AI capex plan and analyst targets above $1,000. Investors watch for ad growth to fund massive infrastructure spending.

META AVGO AMZN
Strategy Inc. Boosts Bitcoin Holdings to 818,334 BTC, Outpacing BlackRock
Crypto Sarah Chen

Strategy Inc. Boosts Bitcoin Holdings to 818,334 BTC, Outpacing BlackRock

Strategy Inc. acquired 3,273 bitcoin for $255 million last week, increasing its total stash to 818,334 BTC and staying ahead of BlackRock's iShares Bitcoin Trust. Galaxy Digital CEO Mike Novogratz cautioned that such buying pace could strain supply.

MSTR IBIT