TSMC posted record Q1 revenue of $35.6B, up 35% year-over-year, beating estimates as surging AI chip demand from Nvidia and Apple drove growth.
CoreWeave stock rose 3% after securing a $21B AI infrastructure deal with Meta through 2032, before paring gains on plans to raise $4.25B in debt.
JPMorgan downgrades Hormel Foods to Neutral with a $23 target as rising beef, freight, and input costs weigh on margins and pressure profits.
Truist downgrades Tronox to Hold with a $9 target, warning that Middle East war tailwinds are fading as cost pressures and weak demand grow.
RBC initiates BridgeBio Pharma with a $100 target, citing Attruby's strong momentum and a deep pipeline with $2B+ in peak sales potential.
Carlyle's private credit fund faces redemption requests of 15.7%, over 3x its 5% limit, as AI fears shake investor confidence in private credit.
Broadcom and Marvell are both riding the AI infrastructure wave. But which stock offers better risk-adjusted upside through 2028? The numbers tell a clear story.
Nebius (NBIS) vs. Iren (IREN): Wall Street is bullish on both AI infrastructure stocks — but analyst data clearly shows which one has stronger conviction behind it.
Exxon Mobil stock dropped 5.5% after a U.S.-Iran ceasefire collapsed oil prices, erasing the war premium that had driven energy stocks higher in 2026.
Broadcom and Marvell are both riding the AI infrastructure wave. But which stock offers better risk-adjusted upside through 2028? The numbers tell a clear story.
JPMorgan cut its Royal Caribbean price target to $341 but kept its Overweight rating, still implying 27% upside as ceasefire news lifts the stock.
Carnival stock surged 10% after a Middle East ceasefire and a 17% drop in oil prices eased fuel cost fears and reopened key cruise routes.
Citi upgraded Clean Harbors to Buy, citing rising U.S. chemicals output and stronger oil prices as catalysts for earnings growth in 2026.
Constellation Brands beat Q4 estimates but pulled its fiscal 2028 outlook, sending STZ shares lower amid economic uncertainty.
TD Cowen upgraded Freshpet to Buy with an $80 target after the company hit $1B in sales and turned free cash flow positive for the first time.
Delta Air Lines beat Q1 estimates but flagged a $2B fuel headwind in Q2. The stock surged 12% after oil prices dropped on a U.S.-Iran ceasefire.
Casey's stock jumps as the convenience store chain joins the S&P 500, replacing Hologic, after shares surged 80% over the past 12 months.
Levi Strauss stock rises after Q1 revenue beat, with DTC sales hitting 52% of total revenue for the first time as the company raises full-year guidance.
Broadcom stock surges 6% after securing expanded AI chip deals with Google and Anthropic, with analysts projecting AI revenue could exceed $130 billion.
Arm Holdings stock falls 7% after Morgan Stanley downgrade, citing agentic AI revenue may take longer to materialize despite raising price target to $150.
Apple stock drops after reports of foldable iPhone engineering setbacks, with shares down 2% as investors weigh conflicting headlines from Nikkei and Bloomberg.
Universal Music Group stock surges 14% after Bill Ackman's Pershing Square proposes a $64.4 billion buyout at a 78% premium to recent share price.
Invesco stock falls as BlackRock files to launch a competing Nasdaq 100 ETF, threatening Invesco's long-held exclusivity over the $444B QQQ franchise.
PayPay stock rises as Jefferies, BofA, and Wolfe Research initiate with Buy ratings, citing 20-30% upside and Japan's fast-growing cashless payments market.
Boot Barn stock jumps 8% after Jefferies upgrades to Buy with a $195 target, citing a valuation reset and strong fundamentals despite the recent sell-off.
AppLovin stock rises 5% as BTIG raises Q1 estimates above guidance and Wedbush highlights generative AI ads as a key growth catalyst.
Humana stock jumps 11% as CMS finalizes a 2.48% Medicare Advantage rate hike for 2027, adding $13B+ in payments to private health plans.
McDonald's stock dips 10% from its high, but Oppenheimer keeps its Buy rating and $355 target, citing McValue, a beverage launch, and strong unit growth.
