Markets News

In a post on X, MN Fund chief investment officer Michael van de Poppe said Bitcoin’s price could rally to $90,000 after the expected CLARITY Act markup in the Senate tomorrow.

The bill stems from a Tillis-Alsobrooks compromise barring stablecoin issuers and affiliated crypto firms from paying interest.

First-quarter results came in below expectations, with a significant profit miss.

Investors are betting on SpaceX’s transformation into a broader AI, satellite broadband and orbital infrastructure company ahead of its anticipated mega IPO.

Samsung rival SK Hynix’s shares jumped as well, fueling a surge in the widely-watched memory ETF, DRAM.

The exchange occurs amid an intensifying U.S. debate over wealth, capitalism, and taxation.

Investors rotated into smaller space-defense companies related to satellite infrastructure, launch systems and orbital defense tech.

AMD’s purchase signals increasing interest in AI infrastructure companies.

Red Cat is preparing for a defense spending boom, with potential U.S. allocations of up to $74 billion for military drones and unmanned maritime systems by 2027.

OpenAI has outpaced Microsoft in selling its AI models.

The Senate voted Tuesday to confirm Kevin Warsh to the Federal Reserve’s board of governors.

Intuitive Machines announced in a post on X that it won the Andromeda IDIQ contract.

Cohen also reposted an X post that criticized eBay’s leadership, executive incentives and resistance to operational restructuring.

Trump is bringing along more than a dozen U.S. business executives to Beijing this week, where he said he will urge Chinese President Xi Jinping to “open up” China.

NVDA gained 1%, RTX rose 0.2% and BWEN skyrocketed 117% on Tuesday.

Retail traders argued the stock had become “way oversold” and was poised for a rebound, particularly amid growing optimism surrounding the company’s push into the lucrative data center market.

Trump attempted to calm investors, saying that oil prices would fall once the war in Iran ends, and added that the stock market would “go through the roof.”

The EV battery maker is exploring opportunities in AI data centers and defense, and recently inaugurated its first mass-scale production facility.

The company is building infrastructure involving healthcare asset tokenization, AI Agent-to-Agent payments, and stablecoin-enabled settlement for medical assets.

The clinical data address a major unmet need in obesity treatment: preventing weight regain once patients step down from higher doses or switch therapies.

Oklo is a nuclear startup that is yet to report any revenue.

Sellas investors are now awaiting data readout from the firm’s late-stage trial of galinpepimut-S or GPS in acute myeloid leukemia.

U.S. consumer price index rose 3.8% from a year ago, the most since 2023, data out Tuesday showed.

The investment will expand the plant’s 4680 cylindrical cell production capacity from its previous target to 18 GWh per year.

Advisers for Brown-Forman notified Sazerac on Monday that the company was not interested in pursuing the deal, The Wall Street Journal said.

The New York Times reported that Makary’s departure was driven in large part by his strong opposition to the administration’s decision to authorize fruit-flavored e-cigarettes.

Enliven said that updated positive early-stage data for its lead candidate ELVN-001 will be featured in an oral presentation at the EHA 2026 Congress in Stockholm.

Mobix Labs signed a new aerospace order tied to the Boeing 737NG aircraft system, stating that the new order strengthens its position in the commercial aerospace market and builds on earlier work with the same program.

Plug Power reported a 22% jump in Q1 revenue to $163.5 million, topping Wall Street expectations of $139.76 million, according to Fiscal.ai data.

The Trump family’s crypto-related wealth increased by a reported $660 million following additional WLFI token sales tied to World Liberty Financial.

In an exchange of posts on X, MSTR’s Michael Saylor pushed back against Ray Dalio’s argument that Bitcoin has failed to establish itself as a safe-haven asset.

Economists expect headline inflation to rise 3.8% year-over-year and 0.6% month-over-month.

Saylor said “key language” tied to stablecoin rewards and distributed ledger participation in the CLARITY Act are essential for digital yield markets.

Strategy stated that semi-monthly payouts would help STRC trade closer to par value and improve overall market efficiency.

Ambiq reported upbeat first-quarter results and guided a 75% year-over-year rise in Q2 revenue as demand for its ultra-low-power edge AI solutions accelerates.

OpenAI’s GPT-5.5-Cyber model, like Anthropic’s Mythos, can detect vulnerabilities in most software.

According to a report by The Wall Street Journal, Google is also in talks with other rocket launch companies.

Earlier on Tuesday, eBay rejected GameStop’s buyout offer, citing concerns about financing, long-term impacts, and corporate governance.

Baron said in an interview with CNBC on Tuesday that almost a third of Baron Capital’s lifetime profits have been derived from investing in Musk-led companies.

ZoomInfo Technologies lowered its 2026 revenue outlook and saw its stock sink to record lows as multiple analysts downgraded the go-to-market intelligence platform, warning that a shift to hybrid pricing won't revive growth until late 2027.

Ernexa Therapeutics reported a first-quarter net loss of $5.51 million, narrower than the $8.20 million loss in the previous corresponding period.

During an interview with CNBC, Waldron stated that the AI capex buildout is beginning to go global.

Arthur Hayes said the global AI race, wartime spending and expanding money supply are creating favorable conditions for cryptocurrencies.

The company announced plans to raise about $150 million through a stock offering following first-quarter results.

Core CPI rose 0.4% month-over-month and 2.8% annually, both slightly above Wall Street estimates.

The company reported its first-quarter earnings, with revenue flat at $10.6 million, ahead of the Fiscal AI estimate of $10.2 million.

Rigel Pharmaceuticals signed a global licensing deal with Arvinas and Pfizer for an advanced breast cancer treatment.

Brokerages have raised NVDA’s price target ahead of its first-quarter earnings next week, citing its low P/E multiple.

Pentagon official Jules Hurst said the updated estimate reflects revised repair and replacement costs for equipment, as well as general operational costs to keep personnel on duty.

Shares of Circle and Coinbase declined Tuesday morning despite receiving multiple Wall Street price target increases tied to stablecoin growth expectations.