Lumentum (LITE) stock rallies 11% after announcing $8B annual revenue target within 2 years and major OCS contract. Stifel maintains $800 price target.
The U.S. government defends its decision to blacklist Anthropic, citing national security risks over the AI firm’s refusal to lift safety guardrails.
Nvidia CEO Jensen Huang calls OpenClaw ‘the next ChatGPT’ at GTC, unveiling NemoClaw enterprise platform as Chinese AI stocks jump 14%. NVDA stock analysis.
DocuSign (DOCU) faces price target reductions from Citizens and Wells Fargo despite Q4 earnings beat. Stock down 44% in six months amid growth worries.
Tesla (TSLA) stock gained 0.6% after Elon Musk confirmed the Terafab chip factory will launch March 21 at the Austin Gigafactory to address future chip demands.
Samsung stock jumped 7.5% after announcing Tesla AI6 chip production at its Texas plant from 2027 and an AMD HBM4 memory supply partnership.
Gemini (GEMI) stock fell 5% after Citi issued a Sell rating with a $5.50 target, projecting losses through 2029 and declining user downloads.
Amazon (AMZN) CEO Andy Jassy doubles AWS revenue target to $600B, citing AI momentum, though implied growth trails current pace. Stock up modestly.
Jabil (JBL) stock gains after Q2 earnings surpass expectations with $2.69 EPS and $8.3B revenue. Company raises FY2026 guidance to $34B on cloud demand.
Apple (AAPL) stock sees modest gains as Tim Cook visits China and the tech giant reduces App Store fees to 25%, responding to regulatory pressure.