Everpure's Q1 Report: Analysts Optimistic Amid Rising Supply Costs
Earnings James Calloway

Everpure's Q1 Report: Analysts Optimistic Amid Rising Supply Costs

Everpure Inc. is set to report its first fiscal Q1 2027 results on May 27, with analysts forecasting a 19% upside, though rising input costs for semiconductors pose a challenge.

Dell Shares Hit Record High as UBS Warns AI Optimism May Be Fully Priced In
Technology Sarah Chen

Dell Shares Hit Record High as UBS Warns AI Optimism May Be Fully Priced In

Dell shares surged to an all-time high, but UBS downgraded the stock to Neutral, arguing the 170% rally already prices in AI server momentum.

DELL UBS HPE SMCI NVDA
Moderna Shares Surge on Hantavirus Vaccine Interest After Andes Virus Outbreak on Cruise Ship
Technology Sarah Chen

Moderna Shares Surge on Hantavirus Vaccine Interest After Andes Virus Outbreak on Cruise Ship

Moderna shares rose nearly 12% after an Andes virus outbreak on a cruise ship drew attention to its early-stage hantavirus vaccine, though WHO rates public risk low.

MRNA MRK
AMD Stock Climbs as AI Demand Fuels Data-Center Growth, Wall Street Eyes Valuation
Technology Sarah Chen

AMD Stock Climbs as AI Demand Fuels Data-Center Growth, Wall Street Eyes Valuation

AMD shares extend AI rally after strong Q1 earnings, with data-center revenue surging 57%. Wall Street analysts raise price targets but note rich valuation.

AMD NVDA INTC MU AAPL
Intel Shares Hit Record on Apple Foundry Deal Report; BofA Warns Rally Overdone
Technology Sarah Chen

Intel Shares Hit Record on Apple Foundry Deal Report; BofA Warns Rally Overdone

Intel shares jumped 14% to a record $124.92 after reports of a preliminary chipmaking deal with Apple. BofA raised its price target but maintained an Underperform rating, saying the potential deal is already priced in.

INTC AAPL TSM NVDA AMD
Sandisk Hits Record High as AI Storage Demand Drives $245B Market Cap
Markets Daniel Marsh

Sandisk Hits Record High as AI Storage Demand Drives $245B Market Cap

Sandisk shares hit an all-time high of $1,562.34, pushing its market cap to $245 billion as AI data-center demand fuels a 251% revenue surge.

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Hims & Hers Earnings: Weight-Loss Strategy in Focus as GLP-1 Shift Unfolds
Earnings James Calloway

Hims & Hers Earnings: Weight-Loss Strategy in Focus as GLP-1 Shift Unfolds

Hims & Hers Health reports Q1 earnings Monday after close, with Wall Street expecting ~$617M revenue. The key focus: how its weight-loss business performs after shifting from compounded GLP-1 drugs to FDA-approved options from Novo Nordisk.

HIMS LLY GDRX TNDM NVO
Everspin Technologies Surges on $40M Defense MRAM Deal
Technology Sarah Chen

Everspin Technologies Surges on $40M Defense MRAM Deal

Everspin Technologies shares rose 25% to $26.99 after announcing a $40 million defense subcontract for domestic MRAM production, with Q1 revenue reaching $14.9 million.

MRAM
Micron Surges on AI Memory Demand as Chip Rally Intensifies
Technology Sarah Chen

Micron Surges on AI Memory Demand as Chip Rally Intensifies

Micron Technology shares surged 15.5% to $746.81 on Friday, fueled by soaring demand for AI memory chips. Q2 revenue reached $23.86 billion, and Q3 guidance of $33.5 billion underscores the strategic importance of memory in AI.

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Australian Shares Tumble on US-Iran Tensions, CSL Plunges 18%
Markets Daniel Marsh

Australian Shares Tumble on US-Iran Tensions, CSL Plunges 18%

Australian shares opened lower as US-Iran tensions escalate and CSL's 18% plunge drags healthcare down 8%. Energy stocks provide the only bright spot.

CSL ASX SAN MET DYN
Pfizer's COVID Patent Woes Persist as Investors Eye Growth Beyond Vaccines
Regulation James Calloway

Pfizer's COVID Patent Woes Persist as Investors Eye Growth Beyond Vaccines

A Delaware federal judge dismissed Acuitas Therapeutics' attempt to clear Pfizer's Comirnaty vaccine from GSK patent claims, leaving the patent dispute unresolved. Pfizer shares fell 1.42% to $25.68.

PFE GSK LLY
Trade Desk Stock Slumps as Q2 Revenue Forecast Misses Wall Street Targets
Earnings James Calloway

Trade Desk Stock Slumps as Q2 Revenue Forecast Misses Wall Street Targets

The Trade Desk shares fell sharply after the company's Q2 revenue guidance of $750M missed analyst expectations of $771M, prompting multiple downgrades.

TTD