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BofA says 15% upside left for Nikkei in 2026
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Oracle cut 21,000 jobs in past year amid AI shift
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Trump administration to offer $17.5 billion for nuclear reactors
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’Wait for a better SpaceX entry point:’ Susquehanna starts SPCX at Neutral
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Carnival shares drop despite earnings beat on weak guidance
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Morgan Stanley upgrades CDW on stronger AI-driven server demand
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Wolfe Research upgrades Target to Top Pick, downgrades Home Depot and Five Below
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Meta unveils lower-priced AI smart glasses starting at $299
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Alphabet slides on AI talent departures, Jefferies sees buying opportunity ahead
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Finland may approve Tesla self-driving system before EU decision
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Synopsys upgraded at Piper Sandler on Intel foundry momentum, Apple opportunity
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RBC initiates GE HealthCare as it sees AI-led innovation cycle driving growth
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South Korea leveraged ETF crisis sparks global chip selloff
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Nike slips after Evercore downgrades stock on gloomy near-term outlook
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Exclusive: ESS Tech speeds up sodium-ion development on $1bn opportunity pipeline
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Italy’s Meloni said to consider April election amid falling support
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Exclusive: Webull launches private market SPVs for late-stage company access
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SpaceX, Nike slip premarket; Zeta Global rises
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Trump announces nuclear deal with Iran, lifts Hormuz blockade
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BofA lists top 5 themes driving next $1tn in incremental semi sales
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Goldman sees inflation cooling by 2027 as AI and energy effects fade
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SpaceX slides, tech stocks dip — what’s moving markets
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Global chip stocks slump as rate and AI valuation fears trigger tech selloff
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Deutsche Bank cuts gold outlook as Fed repricing weighs on prices
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Edgewell stock surges on report of rejected takeover bid
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Boeing wins $121 million Navy contract for P-8A upgrades
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Lockheed Martin wins $83 million Army missile contract
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Short squeeze payback: Avis Budget gains 8% on massive $650M Pentwater settlement
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Groq raises $650m to expand AI inference cloud operations
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IBM shares pop following Trump’s praise at White House quantum summit
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MP Materials seen largely insulated after China export-control move
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Workday must face claims over AI hiring software bias
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FAA awards ASI $875 million contract to overhaul flight scheduling
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Trump's CDC nominee to exit UnitedHealth, divest holdings
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Venezuela oil export revenue rises 21.5% in first quarter
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Trump administration proposes looser oil drilling rules
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Unifor starts contract talks with Ford for 5,150 workers
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FDA launches Operation TrialBlazer to accelerate drug research
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Chinese carmakers exploring Canada’s EV import quota, Joly says
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SpaceX reportedly signs $6.3B computing deal with Reflection AI
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Alphabet slides over 6% as AI brain drain and SpaceX slump converge
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Lucid Group cuts 18% of US workforce, stock slides
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Rubio to visit Gulf states amid Iran deal concerns
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Goldman reinstates Estee Lauder rating, sees turnaround driving growth and margins
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Hermès can regain momentum despite China weakness, Jefferies says
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Worried the AI trade has gone too far? Evercore likes these 4 stocks
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Robinhood stock slides 4% after unveiling $2 billion debt play
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Goldman cuts U.S. recession risk to 15% after Iran deal
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Credo Technology pops 3.5% as Evercore initiates with monster $325 price target
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Lime seeks up to $1.66 billion valuation in US IPO

