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AI-Fueled Tech Rally Lifts Nasdaq Back Toward Records Ahead of Big Tech Earnings

Big Tech earnings this week will test whether the AI boom is starting to pay.

UnitedHealth’s Q1 Beat Lifts Sentiment Under Medicare Scrutiny

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Alphabet Steps Up AI Buildout With A5X Rollout and Reported Marvell Chip Talks

Sun Pharma Said to Make $13 Billion All-Cash Offer for Organon

Broadcom’s AI Deals Lock In Demand as Analysts Raise Long-Term Targets

RBC Lifts Marvell Price Target to $170 as Nvidia Deal Anchors AI Push

Montaka Q1 Letter Links Iran Shock to Multiple Compression, Buys TSMC

Aevex Extends Post-IPO Rally After $320 Million Debut

Amazon Reported to Invest Up to $25 Billion in Anthropic as Startup Commits $100 Billion-Plus to AWS

Plug Power Jumps as Turnaround Bets Build Ahead of May Earnings

TSMC Raises Guidance as AI Demand Spurs Bigger 3nm Spend

Broadcom, Meta Strike Multi-Year Custom-Chip Partnership Exceeding 1GW

AST SpaceMobile Sets April 19 Launch for BlueBird 7 on Blue Origin’s New Glenn

Bloom Energy Expands Oracle Deal to Supply Up to 2.8 GW for AI Data Centers

Oklo Rallies After U.S. Space‑Nuclear Plan Boosts SMR Stocks

Corning Jumps 11% on Analyst Upgrade and Fiber-Demand Tailwinds

Mizuho Cuts SMCI Price Target to $25 as Legal Risks Cloud AI-Server Growth

Lumentum Drops About 5% After Blistering AI-Optics Rally

TSMC March Sales to Test AI Chip Supply on April 10

AST SpaceMobile Jumps as BlueBird 7 Targets April 10 Launch on New Glenn