Innovation & Tech
Dell stock surged to a record high as analysts raised expectations for upcoming earnings, pointing to accelerating artificial intelligence infrastructure demand and growing optimism around the company’s AI server business.
Earnings
Zoom stock climbed after the company reported stronger-than-expected earnings and raised its annual guidance, with growing adoption of AI products helping expand enterprise demand and customer spending.
Innovation & Tech
IBM and several quantum-computing companies surged after the U.S. Commerce Department unveiled billions in grants aimed at accelerating domestic quantum development and national security infrastructure.
Earnings
Walmart stock fell sharply after the retailer delivered strong quarterly revenue growth but issued second-quarter earnings guidance that came in below Wall Street expectations amid rising fuel costs and pressure on lower-income consumers.
Earnings
Nvidia delivered another major earnings beat as data center revenue surged, but the stock barely moved as investors weighed valuation, China restrictions, and rising expectations.
Business Trends
Airbnb expanded into hotels, car rentals, grocery delivery, and travel services as CEO Brian Chesky outlined plans to build an “Amazon for services” focused on travel and living.
Earnings
Cava raised its full-year guidance after another quarter of strong traffic growth, expanding restaurant margins, and accelerating national expansion helped the Mediterranean fast-casual chain outperform expectations.
Earnings
Target reported its strongest comparable-sales growth in more than a year, raised its full-year sales outlook, and showed renewed traffic growth as digital expansion and merchandising improvements helped reverse a prolonged slowdown.
Earnings
Lowe’s delivered another quarter of positive comparable-sales growth as strength in professional contractors, appliances, and online demand helped counter continued weakness in discretionary home-improvement spending.
Earnings
Home Depot’s latest earnings report showed stable consumer demand and stronger online sales, but elevated mortgage rates and housing affordability pressures continued weighing on larger home-improvement projects and overall profitability.
Macro
Trump’s latest ethics disclosure revealed thousands of stock transactions tied heavily to AI infrastructure, chipmakers, and major technology companies, highlighting how political visibility and the artificial intelligence trade increasingly overlapped during the first quarter of 2026.
Innovation & Tech
SpaceX accelerated plans for a historic Nasdaq debut while implementing a 5-for-1 stock split, intensifying investor focus on AI infrastructure, space-related ETFs, and possible spillover effects on Tesla (TSLA) and the broader space economy.