Large cap News

In a Substack post, Hayes outlined four possible outcomes for the U.S.-Iran conflict, each with different implications for Bitcoin and global markets.

Burry said he continues to hold Autodesk and Veeva Systems, and plans to take additional positions in Salesforce and MSCI.

High-performance computing (HPC) accounted for 61% of total revenue.

On Wednesday, BIRD surged nearly 600%, while INTC rose 2% and MRVL gained 1%.

Slumping auto sales and weak investor sentiment may be offset by a new opportunity: helping replenish America's depleted weapons stockpiles.

Lam Research and Applied Materials benefit from rising wafer-fabrication equipment demand tied to AI infrastructure and high-bandwidth memory.

Microsoft recently shifted its AI strategy toward paid Copilot adoption and said it met “some pretty big audacious goals” for Copilot sales in the March quarter.

Wall Street momentum remained strong, with the Nasdaq logging its 11th straight gain and the S&P 500 rising in 10 of the past 11 sessions after recovering losses from the conflict earlier this week.

According to data from Fiscal.ai, analysts on average expect the company to report year-over-year growth in both total revenue and earnings in the first quarter.

Demand for Strategy’s preferred shares is rising, with liquidity in the instrument doubling month-over-month, according to Strategy CEO Phong Le.

Goldman Sachs analyst James Yaro said the SEC decision could likely reduce margin requirements for traders, allowing those with smaller accounts to trade more actively.

Infleqtion CEO Matt Kinsella said the ISS-based Cold Atom Laboratory is a “proving ground” that demonstrates quantum systems can deliver practical value in space environments.

Pick stated that the $1.8 trillion private credit market is under increased scrutiny due to it being in its relatively early days.

At Paris Blockchain Week, Bitmine chairman Tom Lee said the current crypto downturn does not qualify as a traditional “crypto winter” because there has been no stock market crash.

Oppenheimer analysts hiked their price target for Marvell to $170 from $150, implying an upside of 27% from Tuesday’s closing price.

Strive bought 27 Bitcoin, bringing its total holdings of the apex cryptocurrency to around 13,768 BTC.

Tesla confirmed its next-generation AI5 chip has taped out, with volume production targeted for 2027.

Satellite communications expert Tim Farrar said Starlink would likely be loss-making if it paid full market rates for launches.

Uber has positioned itself as a marketplace for robotaxi operators and has partnered with multiple self-driving tech companies in the past decade.

On Tuesday, WULF closed 8% higher, GSAT jumped 10%, and BE surged 24%.

Even though recent insider purchases provided a bump, NKE is heading for its worst year since 1997.

The S&P 500 closed within 1% of its Jan. 28 record high, marking its ninth gain in 10 sessions and a full recovery from earlier Iran conflict-driven losses.

The new rules allow brokers to monitor real-time exposure instead of restricting trading frequency.

According to a Bloomberg report, D’Amaro told employees in an internal memo that the company is reassessing its operations amid a fast-changing media environment.

Nvidia’s Ising is a family of open source AI models designed to accelerate the development of quantum processors.

Bitcoin rose above $75,000 and U.S. equities advanced despite escalating tensions following the U.S. blockade targeting Iranian ports and parts of the Strait of Hormuz.

Bitcoin rose above $75,000 amid a sharp increase in trading activity linked to Strategy’s STRC preferred stock.

Bernstein assigned ‘Outperform’ ratings to both stocks, citing the growth potential of prediction markets.

Kraken chief of security Nick Percoco said the cryptocurrency exchange identified and shut down two instances of unauthorized internal access since February and is now being threatened with “extortion attempts.”

The deal, worth $300 million, adds a next-generation antibody-drug conjugate to Lilly’s growing oncology pipeline.

Under the agreement, Amazon plans to fold Globalstar’s satellite operations, spectrum holdings, and infrastructure into its expanding Amazon Leo low Earth orbit network.

A fresh manufacturing push and $124M in hyperscaler orders are fueling AAOI's breakout run.

The financial services giant reported a first-quarter revenue of $21.44 billion and an earnings per share of $1.60.

Dimon also cited trade uncertainty, volatility in energy prices, elevated asset prices, and large fiscal deficits globally as reasons for his cautious outlook.

The IEA now expects global oil demand to contract by 80,000 barrels per day this year.

CEO Mike Doustdar said AI will enable Novo to analyze data at previously impossible scales and test hypotheses faster.

Tesla currently trades at 172.9x forward earnings, while short interest declined from 80 million to 60 million shares as of last week.

Evercore ISI dismissed the report as speculation but said such a deal could make sense, allowing Nvidia to more easily integrate AI on-premises, rather than in the cloud.

The deal could be announced as soon as Tuesday.

On Monday alone, REPL plunged 64%, ONCO dropped 27%, and HOTH slipped 1%, underperforming the broader XLV healthcare ETF.

Trump was using the delivery to spotlight his administration's no-tax-on-tips policy.

The S&P 500 closed at its highest level since before the Iran war began, the Nasdaq logged a ninth straight session of gains, and the Dow rebounded after recovering from an intraday slide of over 400 points.

Dutch vehicle authority RDW is looking at European Union-wide approval for Tesla’s FSD software, according to Reuters.

Oracle stock dropped more than 24% in the first quarter of 2026, driven by investor worries about escalating infrastructure costs and potential execution challenges.

Nokia announced early access to a new connectivity solution developed in partnership with Ruckus Networks.

Block followed up on his firm Muddy Waters Research’s bearish bet on SoFi with a new letter, stating that it operates in a “gray zone.”

Cloudflare launched Dynamic Workers, a lightweight system that runs AI-generated code in secure environments within milliseconds.

According to a CNBC report, OpenAI’s chief revenue officer Denise Dresser touted a staggering demand for its services after Amazon announced plans to invest up to $50 billion in the AI startup.

Crypto ETFs attracted $1.1 billion in inflows last week, marking the strongest weekly demand since January.

On Monday, the regulator invited stakeholder feedback on the proposed acquisition to assess potential competition issues.