Dow Rises on Geopolitical Calm, Amazon AI Surge; Inflation Fears Linger
Markets Daniel Marsh

Dow Rises on Geopolitical Calm, Amazon AI Surge; Inflation Fears Linger

The Dow Jones Industrial Average advanced 248 points Thursday, buoyed by easing Middle East tensions and a sharp drop in oil. Amazon led gains with a 4.3% rise following strong AI revenue figures, while traders scaled back expectations for Federal Reserve rate cuts.

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Stocks Advance as Geopolitical Tensions Ease, Fed Minutes Signal Hawkish Stance
Markets Daniel Marsh

Stocks Advance as Geopolitical Tensions Ease, Fed Minutes Signal Hawkish Stance

U.S. equities climbed Thursday, with the Dow Jones Industrial Average rising 337 points, as easing Middle East tensions tempered oil prices. Amazon shares lifted the market following strong AI revenue figures, while Federal Reserve minutes indicated a willingness to raise rates if inflation remains elevated.

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Amazon CEO Details $15B AI Revenue, Defends Massive Capex Plan
Technology Sarah Chen

Amazon CEO Details $15B AI Revenue, Defends Massive Capex Plan

Amazon shares surged 5% Thursday as CEO Andy Jassy revealed AWS AI services generate over $15 billion yearly, with the chip business exceeding $20 billion. Jassy defended the company's planned $200 billion 2026 capital expenditure, noting significant customer commitments.

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Unilever Acquires Grüns to Expand US Wellness Portfolio Post-McCormick Deal
Analysis Daniel Marsh

Unilever Acquires Grüns to Expand US Wellness Portfolio Post-McCormick Deal

Unilever announced the acquisition of US greens supplement maker Grüns, advancing its wellness strategy shortly after its food unit merger with McCormick. Financial terms were not disclosed.

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Lumentum Shares Surge as Analysts Boost Targets on Nvidia AI Optics Deal
Technology Sarah Chen

Lumentum Shares Surge as Analysts Boost Targets on Nvidia AI Optics Deal

Lumentum Holdings Inc. shares advanced after JPMorgan and Mizuho Securities increased their price targets, citing strong AI-driven optics demand following a major strategic investment and supply agreement with Nvidia.

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SBTi Reports 40% Surge in Corporate Climate Targets as Asia Nears European Leadership
Regulation James Calloway

SBTi Reports 40% Surge in Corporate Climate Targets as Asia Nears European Leadership

Corporate climate commitments validated by the Science Based Targets initiative soared 40% to 9,764 companies by the close of 2025. Asia's rapid expansion, adding 1,216 firms, brings it nearly level with Europe's growth.

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Palantir Shares Slide as Burry Flags Anthropic AI Threat
Technology Sarah Chen

Palantir Shares Slide as Burry Flags Anthropic AI Threat

Palantir Technologies shares dropped nearly 7% following comments from investor Michael Burry, who argued Anthropic is outpacing it in the enterprise artificial intelligence sector. Anthropic reported its annualized revenue run rate has soared beyond $30 billion.

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Salesforce Plunges to 52-Week Low Amid Sector-Wide Software Selloff
Earnings James Calloway

Salesforce Plunges to 52-Week Low Amid Sector-Wide Software Selloff

Salesforce shares tumbled to a fresh 52-week low, dropping 3.7% to $169.76, even after reporting strong quarterly results and expanding its share repurchase program to $50 billion. The decline reflects broader anxieties in the software industry.

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ServiceNow Shares Sink to New Low Amid Analyst Caution Ahead of Q1 Report
Earnings James Calloway

ServiceNow Shares Sink to New Low Amid Analyst Caution Ahead of Q1 Report

ServiceNow shares tumbled more than 5% to a new 52-week low Thursday after multiple analysts reduced price targets, highlighting concerns over federal spending and growth. The company announced a broad AI integration across its product suite ahead of its April 22 earnings report.

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SoFi Shares Decline Amid Analyst Target Cuts Ahead of Q1 Report
Earnings James Calloway

SoFi Shares Decline Amid Analyst Target Cuts Ahead of Q1 Report

SoFi Technologies shares dropped nearly 2% after analysts at KBW and Wells Fargo reduced their price targets. The financial technology company faces scrutiny over its loan portfolio ahead of its first-quarter earnings report later this month.

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Tesla Targets Affordable EV Segment with New Compact SUV Amid Sales Pressure
Technology Sarah Chen

Tesla Targets Affordable EV Segment with New Compact SUV Amid Sales Pressure

Tesla is advancing plans for a new compact electric SUV, priced below the Model 3, with production slated for its Shanghai plant. The move comes as the automaker faces a widening gap between production and deliveries.

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Grab Deploys AI Suite in Jakarta, Aims to Slash Ride Costs Amid Economic Pressure
Technology Sarah Chen

Grab Deploys AI Suite in Jakarta, Aims to Slash Ride Costs Amid Economic Pressure

Grab Holdings unveiled 13 new AI-powered features in Jakarta, headlined by a Group Ride option promising fares up to 40% lower. The move is designed to alleviate pressure from rising fuel costs and strained household budgets, even as the company's financial outlook remains subdued.

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