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Market News
Latest financial news and analysis from global markets
NVDA
Bernstein Analyst: AI Agents Drive Chip Demand ‘Off the Charts,’ Supply Can’t Keep Up
Bernstein Research’s Stacy Rasgon has been making the rounds with a deceptively simple thesis: stop arguing about market share. On a recent Marketplace Morning Report segment titled Chipping away at Nvidia’s chip dominance, Rasgon offered a line that should reframe how retirement investors think about the AI buildout. “There’s no such thing as too many ... Bernstein Analyst: AI Agents Drive Chip Demand ‘Off the Charts,’ Supply Can’t Keep Up
PLTR
Palantir stock rallies on fastest revenue growth since at least 2020
Investing.com -- Palantir Technologies on Monday reported fastest growth in sales since at least 2020 and raised its full-year 2026 revenue guidance that was well above Wall Street projections, sending its shares up more than 1% high in extended hours of trading.
PLTR
Palantir Technologies Raises 2026 Revenue Guidance After First-Quarter Beat
Palantir Technologies (PLTR) late Monday raised its 2026 revenue outlook following first-quarter res
NVDA
Nvidia Just Stunned the Quantum Computing Market. What Does This Mean for IonQ, D-Wave, and Rigetti?
Jensen Huang's about-face may actually benefit quantum start-ups.
INTC
Nvidia Just Stunned the Quantum Computing Market. What Does This Mean for IonQ, D-Wave, and Rigetti?
Jensen Huang's about-face may actually benefit quantum start-ups.
PLTR
Palantir Beats Forecasts With $1.63 Billion Quarter as Sales Accelerate
The U.S. military used the company’s software in the Iran war and Venezuela raid, and the private-sector business has grown quickly.
AMZN
Think AI Spending Won’t Stoke Inflation? This Time Could Be Different.
Big tech spending on artificial intelligence is set to soar past $1 trillion next year as companies race to secure their place in the queue of the world’s hottest technology. The upshot of all that spending, however, is a likely boost to inflation prospects, which are already rising from oil and energy prices tied to the U.S. war with Iran and the on again, off again nature of tariffs put in place by President Donald Trump. “There is a regime shift underway in technology goods inflation,” said Stifel research analyst Thomas Carroll, who notes that 2026 “marks the first time in 65 years that tech goods prices are rising faster than wages.”
HOOD
These Stocks Are Today’s Movers: Coinbase, AMD, Palantir, Tesla, eBay, GameStop, FedEx, UPS, Micron, and More
STOCKSTOWATCHTODAY BLOG Stocks fell Monday and oil prices rose after the United Arab Emirates’ Ministry of Defense said it detected four missiles coming from Iran. Earlier, the U.S. military’s Central Command denied a report that Iran had struck an American warship in the Strait of Hormuz.
BTCUSDT
These Stocks Are Today’s Movers: Coinbase, AMD, Palantir, Tesla, eBay, GameStop, FedEx, UPS, Micron, and More
STOCKSTOWATCHTODAY BLOG Stocks fell Monday and oil prices rose after the United Arab Emirates’ Ministry of Defense said it detected four missiles coming from Iran. Earlier, the U.S. military’s Central Command denied a report that Iran had struck an American warship in the Strait of Hormuz.
TSLA
These Stocks Are Today’s Movers: Coinbase, AMD, Palantir, Tesla, eBay, GameStop, FedEx, UPS, Micron, and More
STOCKSTOWATCHTODAY BLOG Stocks fell Monday and oil prices rose after the United Arab Emirates’ Ministry of Defense said it detected four missiles coming from Iran. Earlier, the U.S. military’s Central Command denied a report that Iran had struck an American warship in the Strait of Hormuz.
PLTR
Palantir Q1 2026 earnings: revenue surges 85%, guidance raised
The data analytics company now expects $7.65 billion to $7.66 billion in full-year revenue, up from its February forecast
NVDA
Eli Lilly Captures 60% of the GLP-1 Market as Mounjaro Revenue Soars 125%
The hosts of Morning Brew Daily made a simple argument on a recent episode that the idea of the “Ozempic economy” should be replaced with the “Mounjaro economy” now that Eli Lilly is controlling 60% of the GLP-1 market. Lilly’s Q1 2026 earnings report backs that up. Lilly’s Dominance, by the Numbers Eli Lilly (NYSE:LLY) ... Eli Lilly Captures 60% of the GLP-1 Market as Mounjaro Revenue Soars 125%