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Sandisk Surges 10% on Tight NAND Supply and AI Demand Boom
Sandisk shares surged 10% after management said NAND flash supply will remain tight due to AI demand. Citi raised its price target to $2,025. Western Digital and Micron also rose.
Spotify Shares Leap 13% on AI Deal with Universal and Bullish 2030 Forecast
Spotify shares jumped 13.5% to $491.92 after unveiling an AI music licensing deal with Universal Music Group and setting ambitious growth targets through 2030.
UiPath Stock Slips Ahead of Q1 Earnings as AI Automation Hopes Tested
UiPath shares dropped 2.2% to $10.53 Thursday, underperforming broader markets ahead of its fiscal Q1 earnings. Investors are focused on AI automation growth and recurring revenue metrics.
Opendoor Stock Rises Amid Housing Market Struggles and Turnaround Hopes
Opendoor shares climbed 4.3% to $4.59 as the company reports adjusted EBITDA profitability on a forward basis, while U.S. housing data shows strain.
Nebius Stock Soars 15% on $2.6B Bloom Energy Deal for AI Power
Nebius shares jumped 15.6% on a $2.6B Bloom Energy fuel cell deal to power AI infrastructure, highlighting electricity as a key sector constraint.
Sirius XM Shares Surge on Advertising Push and Content Deals
Sirius XM shares jumped 6.8% to $28.90, driven by a new NASCAR deal and CFO's conference comments, as Q1 subscriber losses beat expectations.
Keel Infrastructure Rises on AI Power Pivot
Keel Infrastructure shares rose 7.1% to $4.53, nearing a 52-week high, as investors bet on its shift from crypto mining to AI-focused power infrastructure.
SoFi Shares Flat as Market Weighs Record Loan Growth Against Rate Risk
SoFi shares slipped 0.2% to $15.66 as record Q1 loan originations and net income were offset by unchanged 2026 guidance and rising bond yields.
Kraken's Dubai License Advances UAE Crypto Market Entry
Kraken's parent Payward has secured preliminary Dubai VARA approval for a broker-dealer and investment license, moving closer to a full UAE launch with dirham funding and institutional services.
Navitas Surges on AI Power Play and Investor Conference Circuit
Navitas shares rose 5.3% to $24.20, hitting a near 52-week high, as the company's AI data center power story gains momentum ahead of investor conferences.
SpaceX IPO Filing Diverts Investor Focus from Tesla's Early Gains
Tesla shares reversed early gains after SpaceX's IPO filing and disclosures of $650 million in related-party transactions, as investors weigh the implications for Tesla's Musk ecosystem premium.