Alphabet (GOOGL) stock drops 2% as Waymo logs 170M miles and search share rises to 75%. Morgan Stanley and Evercore maintain buy ratings with high targets.
AppLovin (APP) stock dropped 9% Thursday despite strong Q4 earnings, as short sellers intensify attacks and macro headwinds weigh on investor sentiment.
Uber (UBER) stock fell 1.3% as the company launched Europe’s first commercial robo-taxi service in Zagreb, Croatia, with partners Pony.ai and Verne.
Lumentum (LITE) stock reached record $808.80 high driven by S&P 500 inclusion, analyst upgrades, and new AI laser facility with Nvidia as customer.
William Blair downgrades Adobe (ADBE) stock to Market Perform, citing fierce AI competition from Canva, Figma, and new entrants threatening margins.
Nebius (NBIS) receives Buy rating from BofA with $150 target as AI Cloud 3.5 launches with serverless computing and Nvidia Blackwell GPUs.
Tesla stock down 23% from peak as auto sales struggle. Energy revenue up 27% to $12.8B. Is TSLA a buy? Analysis of delivery decline & FSD probe.
Microsoft stock has crashed 32% from its all-time high amid disappointing Copilot adoption. Analysts cut targets as MSFT faces worst decline since 2009.
AMD (AMD) achieves strong 2025 growth with $34.6B revenue and Buy rating. Intel (INTC) posts $52.9B but faces decline and Reduce consensus from analysts.
US equities declined Thursday as Iran rebuffed Trump’s peace overture. Brent crude surged past $107 while Bitcoin and Ethereum fell amid escalating tensions.