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Markets Daniel Marsh

Nippon Life Takes $18.8M Stake in Samsara as Institutional Interest Grows

Nippon Life Global Investors Americas revealed a new 531,310-share stake in Samsara Inc, valued at about $18.8 million, signaling continued institutional confidence in the operations software provider.

IOT
Marvell Stock Hits Resistance Near $170 as AI Chip Optimism Meets Caution
Technology Sarah Chen

Marvell Stock Hits Resistance Near $170 as AI Chip Optimism Meets Caution

Marvell Technology shares have soared 125% in eight weeks on AI chip and optical networking deals, but the stock now faces resistance near $170 as some analysts urge caution.

MRVL NVDA AMZN GOOGL AVGO
China Orders Meta to Reverse $2 Billion Manus AI Deal Amid Tech Talent Tensions
Regulation James Calloway

China Orders Meta to Reverse $2 Billion Manus AI Deal Amid Tech Talent Tensions

China's NDRC has ordered Meta to reverse its $2 billion acquisition of AI startup Manus, citing foreign investment security rules, escalating tensions over AI talent and technology ahead of a Trump-Xi meeting.

META MSFT GOOGL
Fed Holds Rates Steady as Powell's Future Clouds Rate Path
Markets Daniel Marsh

Fed Holds Rates Steady as Powell's Future Clouds Rate Path

The Fed is expected to keep rates unchanged this week, but Powell's possible last meeting and rising inflation risks from oil prices create a cliffhanger for future rate decisions.

SPY QQQ USO GLD SLV
Joby Aviation Completes Inaugural NYC Air Taxi Flights, Intensifying Rivalry with Archer
Technology Sarah Chen

Joby Aviation Completes Inaugural NYC Air Taxi Flights, Intensifying Rivalry with Archer

Joby Aviation flew the first electric air taxi route in New York City, from JFK to Manhattan heliports in seven minutes, signaling progress toward commercial operations by 2026.

JOBY ACHR
Oracle Gets $16B AI Data Center Boost; Ives Says Buy Despite Spend Fears
Technology Sarah Chen

Oracle Gets $16B AI Data Center Boost; Ives Says Buy Despite Spend Fears

A $16B Michigan data center financing for Oracle and OpenAI closed, as Wedbush's Dan Ives initiated coverage with an Outperform rating, calling AI spending concerns misplaced.

ORCL MSFT AMZN GOOGL META
POET Technologies Surges 108% on Marvell AI Order, Optics Play Heats Up
Technology Sarah Chen

POET Technologies Surges 108% on Marvell AI Order, Optics Play Heats Up

POET Technologies shares soared 108% in premarket trading Monday after confirming a $5M production order from Marvell Technology for its Infinity optical engines, with deliveries expected next quarter.

POET MRVL
Anta's Global Ambitions: From Chinese Roots to Western Rivalry
Markets Daniel Marsh

Anta's Global Ambitions: From Chinese Roots to Western Rivalry

Anta Sports reports strong 2025 revenue growth, acquires a stake in Puma, and opens a U.S. flagship, challenging Nike's dominance in China and global markets.

NKE ANTA
Stellantis Narrows Focus to Four Core Brands as Turnaround Strategy Takes Shape
Earnings James Calloway

Stellantis Narrows Focus to Four Core Brands as Turnaround Strategy Takes Shape

Stellantis is set to concentrate future investment on Jeep, Ram, Peugeot, and Fiat, while other brands like Chrysler shift to regional roles, according to sources ahead of a May 21 strategy announcement.

STLA RIVN
Broadcom's Custom AI Chip Surge Powers $2 Trillion Valuation
Technology Sarah Chen

Broadcom's Custom AI Chip Surge Powers $2 Trillion Valuation

Broadcom reaches $2 trillion market cap on custom AI chip demand and Google TPU supply deal. Q1 revenue jumps 29%, AI semiconductor sales double to $8.4B.

AVGO GOOGL META
Palantir Earnings Test Looms May 4 Amid AI Optimism and Political Risks
Earnings James Calloway

Palantir Earnings Test Looms May 4 Amid AI Optimism and Political Risks

Palantir reports Q1 earnings on May 4, with Wall Street eyeing $1.54B in revenue. Analysts are split on AI-driven growth versus valuation and political headwinds.

PLTR SMCI
Fox 4's Irving Studio Wins Dallas Real Estate Award, Signals Media Shift
Regulation James Calloway

Fox 4's Irving Studio Wins Dallas Real Estate Award, Signals Media Shift

Adolfson & Peterson Construction announced Fox 4's Irving studio won a Dallas Business Journal award. The 60,000-square-foot facility topped out, with move-in slated for December 2026.

FOXA