AGNC Investment: Analysts Split on Price Targets Ahead of Ex-Dividend Date
Markets Daniel Marsh

AGNC Investment: Analysts Split on Price Targets Ahead of Ex-Dividend Date

AGNC Investment shares closed at $11.02 Friday, up 1.47%, after UBS raised its price target to $11 and RBC trimmed to $12 but kept an outperform rating. The $0.12 dividend goes ex-dividend April 30.

Cisco Enters Quantum Networking with Prototype Universal Switch
Technology Sarah Chen

Cisco Enters Quantum Networking with Prototype Universal Switch

Cisco Systems (CSCO) introduced a prototype quantum switch that links diverse quantum computers and sensors over standard telecom fiber at room temperature, with data degradation of 4% or less.

CSCO GOOGL IBM
House Democrats Demand UPS Explain Tariff Refund Distribution
Regulation James Calloway

House Democrats Demand UPS Explain Tariff Refund Distribution

House Democrats are pressing UPS CEO Carol Tomé for details on how tariff refunds from a Supreme Court ruling will reach customers, with a May 22 deadline for written answers.

UPS FDX
Intuit Rises as Tax Season Results Loom Amid AI Concerns
Earnings James Calloway

Intuit Rises as Tax Season Results Loom Amid AI Concerns

Intuit shares climbed 3.3% on Friday, recovering some losses from an AI-driven selloff. Investors await fiscal Q3 results covering the peak tax season.

INTU ADBE PAYX ORCL IBM NOW MSFT CRWD DDOG
Intuitive Surgical Shares Surge on Upgraded Forecast, Robust da Vinci Sales
Earnings James Calloway

Intuitive Surgical Shares Surge on Upgraded Forecast, Robust da Vinci Sales

Intuitive Surgical shares climbed to $482.22 after the company raised its 2026 growth outlook and reported a 23% revenue jump to $2.77 billion in Q1, driven by strong da Vinci system placements.

ISRG JNJ MDT
BlackRock Reveals 8% Stake in Ciena as AI Optical Networking Demand Surges
Technology Sarah Chen

BlackRock Reveals 8% Stake in Ciena as AI Optical Networking Demand Surges

BlackRock disclosed an 8% stake in Ciena, signaling institutional confidence in the AI networking trade. Shares are near record highs amid strong demand for optical connectivity.

CIEN
Eaton Stock Near Peak as AI Power Demand Test Looms
Markets Daniel Marsh

Eaton Stock Near Peak as AI Power Demand Test Looms

Eaton shares closed at $423.92 near a 52-week high. Investors await Q1 earnings on May 5 to gauge AI infrastructure demand and its impact on orders and margins.

ETN SIEGY GEV
Home Depot Markdown Fraud Case Highlights Internal Control Risks
Markets Daniel Marsh

Home Depot Markdown Fraud Case Highlights Internal Control Risks

A former Home Depot manager in Miami-Dade County has been charged with grand theft and organized fraud for allegedly approving unauthorized discounts totaling $4.3 million. The case raises questions about internal controls as the retailer focuses on pro contractors.

HD LOW
Costco Faces Growing Pressure Over Tariff Refund Transparency
Regulation James Calloway

Costco Faces Growing Pressure Over Tariff Refund Transparency

House Democrats are pressing Costco and other retailers to clarify how tariff refunds will reach consumers, while a class action lawsuit demands payback. COST shares last traded at $1,011.15.

COST FDX AMZN TGT WMT HD LOW BBY FDX UPS
Palo Alto Networks Surges on Japan AI Cyber Task Force Announcement
Regulation James Calloway

Palo Alto Networks Surges on Japan AI Cyber Task Force Announcement

Palo Alto Networks shares gained 3.08% on Friday following Japan's creation of a financial-sector cybersecurity task force, driven by concerns over AI-powered threats from Anthropic's Mythos model.

PANW CRWD CHKP FTNT
Cameco (CCJ) Faces Earnings Test After Uranium Stock Slide
Earnings James Calloway

Cameco (CCJ) Faces Earnings Test After Uranium Stock Slide

Cameco shares fell Friday ahead of Q1 earnings on May 5, as broader uranium stocks declined. Investors await details on contracts, production, and Westinghouse.

CCJ
Cleveland-Cliffs Rebounds on Q1 Loss, Upbeat Cash Flow View
Earnings James Calloway

Cleveland-Cliffs Rebounds on Q1 Loss, Upbeat Cash Flow View

Cleveland-Cliffs shares jumped 7.37% to $9.76 Friday after a Q1 net loss of $229M, as management forecasts a stronger Q2 with higher shipments and prices.

CLF