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Arm Repriced for AI CPUs as Stock Surges

A move into data‑center processors could broaden Arm’s revenue but also creates supply and regulatory risks that may slow commercial rollout.

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

Beiersdorf Misses Trimmed Sales Goal on Nivea Weakness as Shares Slide

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

Bank of America Reinstates Microsoft With $500 Target on AI and Cloud

XPeng’s First Profit Is Followed by Analyst Target Cuts After Weak Q1 Outlook

ASML Slides Over Past Month as TD Cowen Reaffirms Buy Rating and €1,500 Target

Salesforce Shares Rise on Q4 Beat as Analysts Trim Targets

RBC Cuts Datadog Price Target to $150, Keeps Outperform Ahead of Earnings and Analyst Day

CoreWeave Soars on Nvidia’s $2 Billion Backing as Wall Street Splits on Outlook

Ondas Holdings Hits Four-Year High as It Registers 2.39 Million Shares and Investor Day Nears

Micron Jumps 10% as Bernstein Lifts Target to $330 on AI-Led Memory Upswing

Wall Street Reprices Tesla as an Autonomy Play, Not a Carmaker

JPMorgan Upgrades Recursion, Raises Target to $11 as Shares Surge on AI Drug Signals

Tesla Confronts Sales Slump as Analysts Split on Autonomy and Valuation

CleanSpark Posts Strong FY25, Misses Q4, Repays Bitcoin-Backed Debt as It Pivots to AI Data Centers