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Arista Posts Q1 Beat and Higher Q2 Outlook as Shares Drop After Hours

The sharp selloff points to lofty expectations for AI-fueled growth outpacing the company’s guidance.

Nebius to Buy Eigen AI for $643 Million as Stock Rallies

NuScale Shares Jump After Amazon’s SMR Deals Lift Sector

Cadence Lifts 2026 Sales Outlook After Q1 Beat, Cuts EPS Guidance

Lucid Slides as Uber Stake and $1.05 Billion Lifeline Fail to Ease Dilution Fears

Nio Unveils ES9 Flagship SUV With In‑House Chips as Pre‑Sales Begin

Citi Cuts DocuSign to Neutral and Slashes Target to $50

Rocket Lab Adds Three iQPS Electron Launches, Extending a Key Customer Partnership

Micron Jumps After UBS Raises Price Target to $535 on AI Memory Demand

NuScale Power Hits New 52-Week Low as Selloff Deepens

Marvell Rallies on Nvidia’s $2 Billion Partnership and Strong AI Outlook

Planet Labs Jumps 16% on Space-Stock Rally Linked to SpaceX IPO Buzz

Morgan Stanley Backs Meta as Top Pick Despite Heavier AI Spend

Pop Mart Slides as Labubu Reliance Triggers Selloff

Lumentum to Scale U.S. AI Lasers at Newly Acquired Greensboro Plant

FDA Warns ImmunityBio Over Anktiva Ads as Company Adds $100 Million for Expansion

Vedanta to Split Into Five Listed Companies in Early April

AstraZeneca’s COPD Antibody Tozorakimab Succeeds in Two Phase 3 Trials

SanDisk Slides as It Buys $1 Billion Nanya Stake and Google Unveils TurboQuant

Jefferies Trims Alibaba Target to $212, Reaffirms Buy on AI–Cloud Strategy