Nvidia (NVDA) stock declined 3.28% following reports that TSMC’s limited 2nm capacity may require redesigning the company’s 2028 Feynman AI platform.
Rocket Lab (RKLB) stock drops 6.5%, but analysts project 33% upside. $190M DoD contract, $2B backlog, and Neutron rocket launch in Q4 2026 drive confidence.
ExxonMobil (XOM) stock climbs 6% as oil hits $100 despite Qatar LNG facility damage. Analysts raise targets to $195 amid Middle East conflict.
GameStop earnings Tuesday, oil above $100, Fed rate hike odds at 50%, and AI stocks tumble despite strong results. Key market events this week.
Oil prices soar past $113 as Trump issues 48-hour Iran ultimatum. Goldman Sachs raises Brent forecast to $85. IEA warns of historic supply crisis ahead.
Elliott Management builds multibillion-dollar Synopsys (SNPS) stake, pushing for software revenue growth. Analysts see 26% upside despite recent lag.
GameStop (GME) reports Q4 earnings March 24. Analysts project $0.37 EPS and $1.47B revenue as Cohen’s M&A strategy and $8.8B cash position draw attention.
AMD stock gains momentum as chipmaker negotiates 10,000 MI355 chip deal with Korean AI firm Upstage, challenging Nvidia’s market dominance in Asia.
Treasury yields climb to 4.41%, dragging stocks to September lows after Bitcoin (BTC) crashed weeks earlier. Both markets now show extreme fear signals.
Anthony Scaramucci maintains Bitcoin’s four-year cycle is intact, predicting a Q4 2026 recovery despite BTC dropping below $69K amid broader market weakness.