Institutional Giants Raise GM Stakes Amid Tariff Risks and Strong Guidance
Earnings James Calloway

Institutional Giants Raise GM Stakes Amid Tariff Risks and Strong Guidance

Major institutional investors increased their General Motors stakes in Q4, with the National Pension Service buying 1.7 million shares. GM recently lifted its 2026 profit outlook and maintained a $6 billion buyback plan.

GM
Palantir Surges on Defense AI Buzz, Valuation Concerns Loom
Technology Sarah Chen

Palantir Surges on Defense AI Buzz, Valuation Concerns Loom

Palantir shares jumped over 8% in premarket Friday on defense AI optimism, but a lofty price-to-earnings ratio of 161x raises caution despite strong Q1 results.

PLTR SNOW DELL NVDA QQQ
Rigetti Computing Surges on IBM's $10B Quantum Investment and US Funding
Technology Sarah Chen

Rigetti Computing Surges on IBM's $10B Quantum Investment and US Funding

Rigetti Computing shares climbed in premarket trading Friday, extending a rally fueled by IBM's $10 billion quantum investment plan and US government funding.

RGTI IBM QBTS IONQ GOOGL
L.B. Foster Stock Nears 52-Week High Amid Robust Rail Revenue Growth
Earnings James Calloway

L.B. Foster Stock Nears 52-Week High Amid Robust Rail Revenue Growth

L.B. Foster shares neared a 52-week high after Q1 net sales rose 23.9%, led by rail revenue growth of 38.4%. The stock has more than doubled from its low.

FSTR
Redwire Stock Wobbles on Drone Rally, Analyst Targets Lag
Markets Daniel Marsh

Redwire Stock Wobbles on Drone Rally, Analyst Targets Lag

Redwire shares hover near $26 after a 48% weekly surge driven by drone-sector momentum, despite analyst targets below the current price and a $76.5M Q1 loss.

RDW
Wall Street Holds Near Records as Dell Surges on AI Revenue Boost
Markets Daniel Marsh

Wall Street Holds Near Records as Dell Surges on AI Revenue Boost

U.S. stock futures held steady Friday near record levels, with Dell soaring 40% on a raised AI revenue forecast. PCE inflation data and Fed rate hike signals kept markets cautious.

DELL HPE SMCI AEO SPY QQQ GLD USO
Caesars Stock Lags Fertitta's $31 Offer as Traders Eye Deal Hurdles
Markets Daniel Marsh

Caesars Stock Lags Fertitta's $31 Offer as Traders Eye Deal Hurdles

Caesars Entertainment stock remains below Fertitta Entertainment's $31 per share offer, with a 6% spread reflecting regulatory and closing risks.

CZR
Oracle Stock Surges on Cloud Growth, AI Demand Fuels Rebound
Technology Sarah Chen

Oracle Stock Surges on Cloud Growth, AI Demand Fuels Rebound

Oracle shares surged 6.6% Thursday, rebounding on strong cloud revenue and AI demand, despite heavy capital spending and negative free cash flow.

ORCL SNOW AMZN MSFT META
Virgin Galactic Shares Surge on Flight Progress, Sector Tailwinds
Markets Daniel Marsh

Virgin Galactic Shares Surge on Flight Progress, Sector Tailwinds

Virgin Galactic shares surged 19.5% Thursday to $4.53, buoyed by VSS Unity glide test resumption and renewed space sector interest ahead of a potential SpaceX IPO.

SPCE
Intel Stock Steadies After Arc Chip Launch, AI Demand in Focus
Technology Sarah Chen

Intel Stock Steadies After Arc Chip Launch, AI Demand in Focus

Intel shares dipped 0.72% to $120.89 after unveiling Arc G-Series chips for handheld gaming PCs. AI-driven data center demand keeps the stock near its recent high of $132.75.

INTC AMD NVDA SOXX
Ford Energy Fuels Surge as Battery Storage Deal Drives 34% Monthly Gain
Markets Daniel Marsh

Ford Energy Fuels Surge as Battery Storage Deal Drives 34% Monthly Gain

Ford shares surged 4.9% to $16.65, extending gains to 34% over the past month, driven by a major battery storage deal and a shift toward energy infrastructure.

F GM TSLA
Plug Power Stock Holds Above $4 as Hydrogen Optimism Returns
Markets Daniel Marsh

Plug Power Stock Holds Above $4 as Hydrogen Optimism Returns

Plug Power shares trade near $4.12 after a volatile week, with Q1 revenue growing 22% and a $246M net loss. The company advances its UK green hydrogen project and targets EBITDAS profitability by Q4.

PLUG BE FCEL