Fed Holds Rates Steady as Powell's Future Clouds Rate Path
Markets Daniel Marsh

Fed Holds Rates Steady as Powell's Future Clouds Rate Path

The Fed is expected to keep rates unchanged this week, but Powell's possible last meeting and rising inflation risks from oil prices create a cliffhanger for future rate decisions.

SPY QQQ USO GLD SLV
Joby Aviation Completes Inaugural NYC Air Taxi Flights, Intensifying Rivalry with Archer
Technology Sarah Chen

Joby Aviation Completes Inaugural NYC Air Taxi Flights, Intensifying Rivalry with Archer

Joby Aviation flew the first electric air taxi route in New York City, from JFK to Manhattan heliports in seven minutes, signaling progress toward commercial operations by 2026.

JOBY ACHR
Oracle Gets $16B AI Data Center Boost; Ives Says Buy Despite Spend Fears
Technology Sarah Chen

Oracle Gets $16B AI Data Center Boost; Ives Says Buy Despite Spend Fears

A $16B Michigan data center financing for Oracle and OpenAI closed, as Wedbush's Dan Ives initiated coverage with an Outperform rating, calling AI spending concerns misplaced.

ORCL MSFT AMZN GOOGL META
POET Technologies Surges 108% on Marvell AI Order, Optics Play Heats Up
Technology Sarah Chen

POET Technologies Surges 108% on Marvell AI Order, Optics Play Heats Up

POET Technologies shares soared 108% in premarket trading Monday after confirming a $5M production order from Marvell Technology for its Infinity optical engines, with deliveries expected next quarter.

POET MRVL
Anta's Global Ambitions: From Chinese Roots to Western Rivalry
Markets Daniel Marsh

Anta's Global Ambitions: From Chinese Roots to Western Rivalry

Anta Sports reports strong 2025 revenue growth, acquires a stake in Puma, and opens a U.S. flagship, challenging Nike's dominance in China and global markets.

NKE ANTA
Stellantis Narrows Focus to Four Core Brands as Turnaround Strategy Takes Shape
Earnings James Calloway

Stellantis Narrows Focus to Four Core Brands as Turnaround Strategy Takes Shape

Stellantis is set to concentrate future investment on Jeep, Ram, Peugeot, and Fiat, while other brands like Chrysler shift to regional roles, according to sources ahead of a May 21 strategy announcement.

STLA RIVN
Broadcom's Custom AI Chip Surge Powers $2 Trillion Valuation
Technology Sarah Chen

Broadcom's Custom AI Chip Surge Powers $2 Trillion Valuation

Broadcom reaches $2 trillion market cap on custom AI chip demand and Google TPU supply deal. Q1 revenue jumps 29%, AI semiconductor sales double to $8.4B.

AVGO GOOGL META
Palantir Earnings Test Looms May 4 Amid AI Optimism and Political Risks
Earnings James Calloway

Palantir Earnings Test Looms May 4 Amid AI Optimism and Political Risks

Palantir reports Q1 earnings on May 4, with Wall Street eyeing $1.54B in revenue. Analysts are split on AI-driven growth versus valuation and political headwinds.

PLTR SMCI
Fox 4's Irving Studio Wins Dallas Real Estate Award, Signals Media Shift
Regulation James Calloway

Fox 4's Irving Studio Wins Dallas Real Estate Award, Signals Media Shift

Adolfson & Peterson Construction announced Fox 4's Irving studio won a Dallas Business Journal award. The 60,000-square-foot facility topped out, with move-in slated for December 2026.

FOXA
Cramer Advises Profit-Taking on IREN Ahead of Big Tech Earnings Deluge
Markets Daniel Marsh

Cramer Advises Profit-Taking on IREN Ahead of Big Tech Earnings Deluge

Jim Cramer advises trimming positions in IREN after a sharp rally, calling the stock speculative but not issuing a sell. Shares fell 2.7% to $50.64 as Big Tech earnings loom.

IREN MSFT META AAPL GOOGL AMZN AVGO MARA RIOT NVDA
Oil Surge Tests Wall Street Rally Ahead of Fed and Big Tech Earnings
Markets Daniel Marsh

Oil Surge Tests Wall Street Rally Ahead of Fed and Big Tech Earnings

U.S. stock futures edged lower Monday as oil prices surged nearly 3% on stalled Iran talks, testing Wall Street's rally ahead of a packed week of Big Tech earnings and a Federal Reserve rate decision.

MSFT GOOGL AMZN META AAPL QCOM INTC AMD ARM NVDA DPZ SPY
Qualcomm Surges on OpenAI Chip Collaboration Report Ahead of Earnings
Technology Sarah Chen

Qualcomm Surges on OpenAI Chip Collaboration Report Ahead of Earnings

Qualcomm shares surged on reports of collaboration with OpenAI on smartphone processors. The chipmaker reports fiscal Q2 results on April 29.

QCOM INTC