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Meta's AI Spending Spree Sparks 4% Stock Drop as Tech Peers Rally
Markets Daniel Marsh

Meta's AI Spending Spree Sparks 4% Stock Drop as Tech Peers Rally

Meta shares slid 4.3% to $605.45, even as tech stocks rallied, after the company boosted its 2026 capital spending forecast to as high as $145 billion, raising investor concerns about returns.

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Marvell Technology Surges 9% on New AI Switch Chip and Strong Outlook
Technology Sarah Chen

Marvell Technology Surges 9% on New AI Switch Chip and Strong Outlook

Marvell Technology shares surged 9% to $223.36 after unveiling the Teralynx T100 switch chip for AI data centers. Fiscal Q1 revenue hit $2.418B, up 28%, with Q2 guidance of $2.70B.

MRVL AVGO NVDA
Uber Shares Surge on Nvidia Robotaxi Deal, European Expansion
Technology Sarah Chen

Uber Shares Surge on Nvidia Robotaxi Deal, European Expansion

Uber shares jumped 5.8% Monday after the company partnered with Nvidia and Autobrains for a robotaxi program in Munich, while new reports emerged of potential opposition to its Delivery Hero acquisition.

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Zoom Shares Surge on Anthropic IPO Filing, Highlighting $1.27B AI Bet
IPO Michael Okonkwo

Zoom Shares Surge on Anthropic IPO Filing, Highlighting $1.27B AI Bet

Zoom shares rose 11% as Anthropic's confidential IPO filing brought attention to Zoom's $1.27 billion investment in the AI firm. Zoom also introduced ZoomMate, a $20/month AI assistant.

ZM
Alphabet Shares Slip as AI Spending and EU Rules Weigh
Markets Daniel Marsh

Alphabet Shares Slip as AI Spending and EU Rules Weigh

Alphabet shares declined 1.1% Monday as investors weighed AI growth against rising capex and EU regulatory threats, despite analyst upgrades.

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Nvidia Surges on RTX Spark AI Chip, Pressuring Intel and AMD
Technology Sarah Chen

Nvidia Surges on RTX Spark AI Chip, Pressuring Intel and AMD

Nvidia shares jumped 6.2% to $224.27 after announcing RTX Spark, an AI chip for Windows PCs, intensifying competition with Intel, AMD, and Qualcomm.

NVDA INTC QCOM AMD MSFT
AIM ImmunoTech Surges on Early Pancreatic Cancer Trial Enrollment Completion
Markets Daniel Marsh

AIM ImmunoTech Surges on Early Pancreatic Cancer Trial Enrollment Completion

AIM ImmunoTech shares surged over 100% after its Phase 2 pancreatic cancer trial reached final enrollment ahead of schedule, with the primary endpoint readout set for December 2026.

AIM AZN
Plug Power Edges Higher Amid Persistent Cash Burn Concerns
Earnings James Calloway

Plug Power Edges Higher Amid Persistent Cash Burn Concerns

Plug Power shares rose 0.8% to $3.98 as the company reported a $245.3M Q1 loss and $150M operating cash outflow, with revenue up 22% to $163.5M.

PLUG BE FCEL
Archer Aviation Edges Higher as FAA Certification and Cash Burn Dominate Focus
Markets Daniel Marsh

Archer Aviation Edges Higher as FAA Certification and Cash Burn Dominate Focus

Archer Aviation (ACHR) shares rose 0.8% to $6.87 as investors track its 2026 commercial launch targets and high cash burn. The company completed Phase 3 of FAA certification for its Midnight eVTOL and aims for first U.S. operations this year.

ACHR JOBY
SanDisk Surges as Wall Street Lifts Target to $3,250 on AI-Driven NAND Demand
Technology Sarah Chen

SanDisk Surges as Wall Street Lifts Target to $3,250 on AI-Driven NAND Demand

Susquehanna boosted its SanDisk price target to $3,250, reflecting surging AI-driven demand for NAND memory. The company reported Q3 revenue of $5.95B, up 251%, and signed $42B in minimum revenue contracts.

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Robinhood Stock Slips on Supreme Court IPO Ruling
Markets Daniel Marsh

Robinhood Stock Slips on Supreme Court IPO Ruling

Robinhood shares fell 4.5% to $90.07 after the Supreme Court asked for Trump administration input on a class-action IPO case. Crypto revenue dropped 47% last quarter.

HOOD COIN
Twilio Shares Jump 14.7% on Raised Outlook, AI-Driven Growth
Technology Sarah Chen

Twilio Shares Jump 14.7% on Raised Outlook, AI-Driven Growth

Twilio shares surged 14.7% to $218.75 after raising its 2026 outlook and reporting Q1 revenue up 20% to $1.41 billion, driven by AI demand and gross-profit growth.

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