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Nvidia’s AI Reign Faces New Scrutiny Over In‑House Chips, Export Curbs and Valuation

Surging networking sales plus rack‑scale offerings give Nvidia a cushion against pricing pressure.

Robinhood Falls After Q1 Miss Driven by a Crypto Fee Slump

CrowdStrike Launches Project QuiltWorks to Fix AI-Discovered Software Risks

Estée Lauder Seeks €5 Billion Financing From J.P. Morgan for Possible Puig Takeover

Palantir’s Breakneck Growth Confronts Fresh Bearish Call and a Target Cut

Shopify’s AI Push Meets Pre‑Earnings Jitters as Traders Load Puts

ServiceNow Faces Earnings Test After Target Cuts Put AI Strategy Under the Microscope

TSMC Raises Guidance as AI Demand Spurs Bigger 3nm Spend

Vertiv Draws Fresh Bull Calls as AI Data‑Center Demand Accelerates

Rosenblatt Upgrades Arista Networks to Buy With $180 Target

ClearBridge Takes Stake in Protagonist Therapeutics Citing Blockbuster Potential

ServiceNow Gains Analyst Support on AI Traction, Faster Subscription Outlook

AppLovin Sells Off After Earnings Beat as Analysts Eye Dip Trades

USA Rare Earth Soars as U.S. Backs Mine-to-Magnet Plan and Cantor Lifts Target

SoFi Steps Up Crypto Push as Q4 Revenue Jumps 40%

SoFi’s Growth Stays Strong as Fee Income Scales, Stock Pullback Draws Mixed Targets

Eli Lilly’s Q4 Beat and Bullish Outlook Give Way to Stock Drop on Low-Cost GLP-1 Pills

Broadcom Draws Fresh Upgrades on AI Momentum as TPU Costs Challenge Nvidia

Applied Materials Draws Fresh Upgrades as Chip Spending Accelerates

KLA Scores Fresh Upgrades as AI Capex Wave Lifts Outlook