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Intuitive Surgical Posts System and Procedure Growth as New Rivals Win U.S. Approvals

Growing procedure volume fuels recurring revenue, limiting the immediate threat from competitors with narrow U.S. approvals.

CoreWeave Shares Fall After Dual Downgrades as Investors Question $31–$35B Spending Plan

Oracle's AI Pivot Leaves $638 Billion Backlog but Raises Big Financing and Execution Questions

Microsoft Confronts Investor Doubt Over Massive AI Buildout as Valuation Falls to Decade Low

Applied Materials Rallies After CEO Says Customers Are Laying Out Demand to 2030

Meta Reported to Weigh Selling Spare AI Compute as CoreWeave Shares Slide

Marvell Is Being Repriced as an AI Data‑Center Supplier After a Record Quarter

ASML Rally Bolstered by Analyst Upgrades and €12 Billion Buyback

Citi’s $710 Price Target Sends Applied Materials Stock Higher

KeyBanc Upgrades Firefly After SpaceX IPO Drags Smaller Space Stocks Down

Merlin Clears Critical Design Review for C-130J Autonomy Program

Redwire Shares Plunge After Jefferies Recasts Outlook as Space Stocks Correct

Marvell Repriced After Record Quarter and Bold XPU Forecast

Enphase Stock Hits 52‑Week High After Goldman Upgrade

Arm Shifts From IP Licensor to Seller With Its Own AGI Data‑Center CPU

Ford Launches Ford Energy and Secures 20 GWh Framework With EDF

Lumentum Soars On Nasdaq-100 Entry And Fresh Analyst Upgrades

Dell Falls 5% After UBS Downgrade on AI Valuation Concerns

ServiceNow Stock Near 52-Week Low Despite Q1 Beat and Raised Outlook

Google’s TurboQuant Shakes Memory Stocks as Wall Street Counters Fears