Equity News

Tom Lee continues warning that broader markets could face a major correction later this year despite record equity levels.

Michael Parekh said in an exclusive interview with Stocktwits that TSMC has become the primary bottleneck limiting Nvidia’s long-term AI growth potential.

An AI agent produced a SpaceX IPO memo with valuation and debt analysis, versus Bloomberg terminals, which cost $24,000 annually.

As per the terms of the separation, Ford has also redeemed its membership interest in BlueOval SK, terminating a $6.6 billion capital contribution obligation to the joint venture.

The company also bought 105,810 shares of Twist Bioscience for ARKK, its largest single-stock transaction over the past two days.

SharpLink Gaming and BitMine Immersion enter the index despite mixed earnings results as Ethereum trades down more than 4% in the past 24 hours.

Michael Parekh said in an exclusive interview with Stocktwits that a future agreement between China and the U.S. on chip exports could force Wall Street analysts to revise Nvidia revenue forecasts.

Strive CEO Matt Cole said the Bitcoin treasury company was focused on using Bitcoin-backed products to deepen liquidity and maintain yield.

Zoom multiples its investment in Anthropic by 25x.

VSAT and Intelsat General Communications secured a firm-fixed-price contract valued at $437.7 million.

Retail investors are rushing into some space-related trades, according to Vanda Research.

Meta launches ‘Forum,’ a discussion app that positions itself as a direct rival to Reddit.

IPO optimism, robust corporate earnings, and a $2 billion quantum computing push aided U.S. stock indices this week.

U.S. Food and Drug Administration (FDA) approved Hepcludex (bulevirtide-gmod) injection to treat chronic hepatitis delta virus.

According to a Bloomberg report, the company is considering options for a full takeover of Delivery Hero SE.

During his speech, Trump said that the Fed lost its way in the eyes of many over the past few years, adding that the central bank got distracted by concerns far removed from its mission and mandate.

The company said it received a $17.5 million equity investment without disclosing the investors' names.

Michael Parekh said in an exclusive interview with Stocktwits that Nvidia’s stock reaction indicates investor rotation into upcoming AI IPOs rather than concerns about the company’s fundamentals.

Su confirmed that CPU supply is currently constrained, as no one in the chip industry had foreseen such a surge in demand.

GameStop stated in its filing with the U.S. Securities and Exchange Commission that it is seeking shareholder approval to increase its authorized common shares to 2.5 billion from 1 billion.

The company has invested $2 billion to expand manufacturing at its Manassas, Virginia, facility to produce the crucial memory chip.

Investors appear to be cheering the fresh defense contract wins, rising hype around the SpaceX IPO, and interest in Redwire’s role in the broader space ecosystem.

Iran stated that the latest U.S. proposal has helped bring the two sides closer to a deal, but added that it is reviewing the terms put forth by the United States.

Analysts acknowledged signs of operational progress but stopped short of turning bullish on the stock.

Classover Holdings stated that it entered into an equity purchase agreement with Chardan Capital Markets.

JPMorgan praised the company for maintaining ingredient integrity while better nationalizing both its supply chain and in-store operations.

Merck’s KEYTRUDA + Padcev Bladder Cancer Combination Edges Closer To EU Approval.

Analysts at Needham lowered their price target for Workday to $180 from $300, while keeping a ‘Buy’ rating on the stock.

Benchmark stated that IMAX's strategic value is not fully reflected in its stock price, as premium theatrical formats continue to gain market share.

Early ASCO data for OP-3136 pointed to encouraging anti-cancer activity with a clean safety profile, adding momentum to OLMA’s pipeline story.

JPMorgan expects the shares to "recover and get back to its grind higher" as market prices in the company’s future earnings power over time.

ImmunityBio presented its findings for ANKTIVA plus Bacillus Calmette-Guérin at the ISPOR 2026 conference.

The 10-year U.S. Treasury yield stood at 4.56% on Friday, the highest since January 2025, while the 30-year Treasury yield stood at 5.08%, the highest in about 31 months.

Zoom’s stronger-than-expected Q1 results and fresh analyst upgrades from Jefferies and KeyBanc kept sentiment upbeat in pre-market trading following an overnight surge in the stock.

Chinese regulators reportedly moved against offshore brokerages operating without mainland licenses.

The video games maker said its highly anticipated “Grand Theft Auto VI” is on track to launch in November.

The Roundhill Memory ETF (DRAM) declined 1.5% in Friday’s premarket session, tracking a 2.3% drop in Samsung shares in Seoul on Friday.

Data from S3 Partners showed that bets against Wendy’s rose significantly in 2026.

U.S. Secretary of Energy Chris Wright issued an emergency order on Thursday directing PJM Interconnection, alongside Constellation Energy, to keep two units of the Eddystone Generating Station in Pennsylvania operational.

Data from Stocktwits shows that retail sentiment remained ‘extremely bullish’ on SPY and QQQ.

Prediction market traders currently see the highest odds for a SpaceX debut valuation between $2 trillion and $2.5 trillion.

AMD CEO Lisa Su said that the company is working with its vendors in Taiwan to ramp up production amid a stronger-than-expected demand for CPUs.

According to a Stocktwits poll gauging investor interest in quantum stocks over the next five years, a majority of users were bullish on IONQ.

Lockheed Martin has begun building a new manufacturing facility in Alabama to increase missile production for the U.S. and its allies.

Nvidia’s first-quarter beat sparked price target hikes by 17 analysts. The most bullish of them expects NVDA to more than double.

SpaceX accounts for 16.2% of DXYZ’s portfolio, while VCX holds Anthropic at 20.7%, OpenAI at 9.9% and SpaceX at 5%.

Freedom Broker upgraded Walmart to ‘Hold’ from ‘Sell’.

The launch follows Novo Nordisk’s failure to pay a C$250 patent maintenance fee in Canada.

In a Substack chat with subscribers, Burry said that he believes investor sentiment and narratives will have a bigger impact than supply-driven pressures.

The Donald Trump administration announced $1 billion in grants to IBM to support its quantum foundry venture, and smaller grants to companies operating in the space, such as Rigetti Computing, D-Wave Quantum, and Infleqtion.