Nebius (NBIS) stock reached a record $141.14, climbing 21% on AI21 Labs acquisition reports and new Cantor Fitzgerald coverage with a $129 price target.
Palo Alto Networks (PANW) shares dropped 7% after lowering earnings guidance due to CyberArk integration expenses and AI disruption concerns.
Broadcom (AVGO) stock rallied 5.7% on expanded AI chip deals with Google and Anthropic. Q1 AI revenue soared 106% YoY to $8.4 billion.
Chinese AI firm Sharetronic reveals $92M in banned Nvidia H100/H200 servers as US prosecutes Super Micro co-founder for alleged chip smuggling operations.
Citi initiates IBM (IBM) with Buy rating and $285 price target, citing AI infrastructure advantages, acquisition synergies, and mainframe cycle strength.
Accenture (ACN) stock falls 4% on weak FY2026 guidance despite beating Q2 estimates. UBS sees undervalued AI potential with $2.7B in AI revenue growth.
Astera Labs (ALAB) stock surged 13% following UALink spec updates and new hyperscaler wins, backed by strong Q4 earnings and bullish analyst sentiment.
Erayak Power (RAYA) stock surged 71% Friday after announcing strategic U.S. market shift through Nexora subsidiary and new Tri-Fuel generator lineup.
Organon (OGN) stock jumped 41% after Sun Pharmaceutical submitted a binding $12B all-cash acquisition offer backed by major financial institutions.
Adobe (ADBE) stock plunges to 52-week low of $230 amid Citi downgrade, CEO departure, regulatory scrutiny, and intensifying AI competition concerns.