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Lumentum Drops 5% After Q1 Surge as Investors Lock In Gains

Investors now look to the May 5 earnings report to judge whether recent gains are backed by results.

TSMC March Sales to Test AI Chip Supply on April 10

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

Accenture Moves to Build Network AI With Avanseus Buy and Ookla Deal

Ondas Extends Rally on Europe Counter-Drone Push as Sentrycs Previews Scout

Pelican Bay Capital Exits CME Group and On Semiconductor After Rally, Cites Portfolio Limits

Trade Desk Hits 5-Year Low After Target Cut as CFO Turmoil and AI Competition Weigh

Cramer Backs Intel’s Lip‑Bu Tan After 17% Selloff on CPU Shortage Warning

Oracle’s AI Cloud Push Meets Financing Scrutiny as Analysts Split on 2026 Outlook

Rivian Rallies as Analysts Back 2026 R2 Launch

Sandisk’s 2025 Rally Draws Fresh Buy Calls and a TV Endorsement

Analysts Reevaluate Quantum Bets as New Screens Favor Both Pure‑Plays and Platform Giants

Cramer Touts Rockwell on Reshoring Boom, Cites 2026 Growth Outlook and New Wisconsin Plant

Ariel Global Fund Q3 Letter Spotlights First Solar Surge, Intel–NVIDIA Partnership, New Stakes in Humana and M&T

Baron Health Care Fund Details Q3 Letter: Adds AbbVie, Rebuys UnitedHealth as Stock Picking Edges Benchmark

ASML Price Targets Rise on Strong EUV Bookings as Bernstein Flags Limited Disruption Risk

Cramer Touts GE Vernova as Only Nuclear Builder After Strong Orders, Data-Center Focus

Cramer Flags AST SpaceMobile’s $1 Billion Convertible, Warns of Stock Pressure

Ariel Fund Posts 12.39% Q3 Return, Spotlights Mattel’s Margin Progress and Manchester United’s Upgraded Outlook

Apple Sets Record as iPhone 17 Momentum Triggers Analyst Upgrades