Markets rally for second week as bank earnings begin. Oil near $98, software down 30% YTD, chips up 20%. JPMorgan, Goldman Sachs, and more report this week.

Micron (MU), AMD, and TSMC (TSM) post record AI-driven revenues but trade below peak sector valuations. Analysis of their growth potential and value.

Altria (MO) stock analysis: DCF model shows 33% upside potential, 6.3% dividend yield, but Wall Street holds neutral stance. Is MO undervalued or topping out?

Plug Power (PLUG) stock surged 25% in 2026 after beating Q4 expectations. Analysts weigh in on AI data center potential and hydrogen’s challenges.

U.S.-Iran negotiations collapsed in Pakistan after 21 hours. Trump ordered Navy blockade of Strait of Hormuz. Oil markets expected to surge Monday.

UnitedHealth (UNH) stock rallied 8% after CMS approved a 2.48% Medicare Advantage rate hike for 2027. Analysts upgraded targets amid earnings relief.

Exxon Mobil (XOM) stock dropped 10% in April on lower oil prices, but Wall Street holds firm with targets to $185 and Guyana production growth intact.

Robinhood (HOOD) stock slipped 1.33% to $69.19 after removing ‘Mention Markets’ contracts due to insider trading risks while expanding regulated offerings.

Intel (INTC) stock has rallied nearly 70% in 2026 after expanding its Google Cloud partnership and joining Elon Musk’s Terafab semiconductor project.

SiFive raises $400M at $3.65B valuation with Nvidia backing to develop RISC-V CPU designs for AI data centers, planning IPO as alternative to Arm chips.