Palo Alto (PANW) and CrowdStrike (CRWD) stocks rallied sharply after Anthropic selected them for Project Glasswing, its new AI security defense program.

SoFi Technologies (SOFI) stock is down 41% YTD despite record Q4 results. Examining valuation concerns, loan risks, and whether the selloff creates opportunity.

Micron (MU) stock rallied 11% pre-market after UBS raised its price target to $535, citing AI chip demand and HBM growth. Wall Street sees 43.8% upside.

Alibaba (BABA) stock rose 7.79% after unveiling a 10,000-chip AI data center in Guangdong with China Telecom, powered by Zhenwu semiconductors.

General Motors (GM) stock jumped nearly 4% in pre-market trading despite announcing a recall of 271,770 Chevrolet Malibu cars over camera issues.

The dollar fell to a one-month low after Trump’s Iran ceasefire. Bitcoin jumped 3.2% and Ethereum rose 5.7% as markets embraced risk assets.

Airline stocks surge up to 9% as U.S.-Iran ceasefire drops oil prices 16%. Delta, United, American lead gains as Strait of Hormuz reopens.

Samsung stock jumped 7% and SK Hynix surged 15% after Samsung’s record Q1 profit projection of $39B, fueled by AI chip demand and HBM market growth.

Nvidia (NVDA) stock climbs 3.2% after U.S.-Iran cease-fire boosts markets. Analyst targets hit $275, earnings exceed forecasts, insider sales tracked.

Paramount Skydance (PSKY) stock jumped 10% after three Gulf sovereign wealth funds committed $24B toward its $111B Warner Bros. Discovery acquisition.