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ai-infrastructure

01
May

Stock Market News — May 1, 2026 — Morning Update (Last 12 Hours PT)

S&P 500 eyes sharpest earnings growth in 4 years; Tech's best month since 2002. Apple +3.6%, memory constraints worsen. Pentagon signs AI deals with Nvidia, MSFT, AWS. Spirit Airlines to shut down. Roblox -24%. Reddit +12%. Trump threatens 25% EU auto tariffs.
12 min read
30
Apr

Stock Market News — April 30, 2026 — Evening Update (Last 12 Hours PT)

S&P closes above 7,200 for first time; best month since 2020. Apple beats on Mac, approves $100B buyback but iPhone supply constrained. Sandisk booms on AI storage. Meta raises $25B bonds. Roblox -20%. Twilio, Reddit, Roku jump on AI growth. Huawei AI chips +60%.
10 min read
30
Apr

Stock Market News — April 30, 2026 — Morning Update (Last 12 Hours PT)

Alphabet cloud resets AI expectations as Big Tech capex hits $700B. Eli Lilly, Novo surge on FDA weight-loss move. Samsung chip profit 50x. Qualcomm +11% on OpenAI deal. Caterpillar raises on AI power. Meta downgraded. Hertz +21% on Uber AV deal. ECB/BoE hold.
10 min read
10
Apr

EverHint Stock Market News — April 10, 2026 — (last 12 hours, Morning Update, PT)

CPI cools more than feared as S&P and Nasdaq open higher. TSMC Q1 revenue beats. CoreWeave surges 14% on Anthropic AI deal. Bessent and Powell warn banks on AI risks. Iran toll tops 8,000 as Vance pushes talks. Lockheed lands $4.7B Patriot contract. Fund inflows nearly double.
8 min read
01
Apr

EverHint Stock Market News — April 1, 2026 (last 12 hours, Morning Update, Pacific Time)

SpaceX files confidentially for IPO targeting June—E*Trade leads retail. Lilly obesity pill wins FDA approval, shares +4%. Europe surges 2%+ on Iran exit hopes. Intel buys back Apollo Ireland stake $14.2B. $NKE downgraded on China weakness. Berkeley crashes -15% halting land buys.
10 min read
22
Mar

EverHint Lens: $SMCI — Three Strikes in Six Years. Is Super Micro Finally Out?

$SMCI crashed 33% in a single session after its co-founder was federally indicted for smuggling $2.5B in $NVDA-GPU servers to China. This is the company's third major scandal since 2020. Here's what the data says — and what to watch next.
5 min read
27
Feb

EverHint - Stock Market News — February 27, 2026 — Breaking Developments

OpenAI secures $110B at $730B valuation from Amazon, Nvidia, SoftBank. Netflix soars 10%+ on Warner Bros exit. Dell jumps 17.5% on AI server forecast doubling. Block surges 16% on AI-driven workforce cuts. Tech selloff weighs on Wall St amid hot PPI data.
12 min read
18
Feb

EverHint - Stock Market News — February 18, 2026 — Morning Update (Last 12 hours, PT)

Rackspace soars 100% on Palantir AI deal. Mister Car Wash sold for $3.1B. Saudi invests $3B in Musk's xAI. Nvidia reveals $2B Synopsys stake, dumps Recursion. Bayer crashes 8% as Roundup settlement backfires. MSG Sports surges on Knicks-Rangers split plan. Liberty Global jumps 8.6%
19 min read
17
Feb

EverHint - Stock Market News — February 17, 2026 — Late Evening Update

Microsoft commits $50B to Global South AI. Nvidia-Meta sign massive multiyear chip deal. Western Digital sheds $3.2B SanDisk stake. Berkshire enters NY Times, trims Apple further. Palo Alto cuts outlook on deal costs. Santos slashes 10% of workforce. BlueScope considers $10.6B takeover.
17 min read
17
Feb

Stock Market News — February 17, 2026 — Mid-day Update, Pacific Time

Danaher closes $9.9B Masimo deal. Amazon sheds $450B in historic AI-driven slide. ZIM soars 34% on $4.2B Hapag-Lloyd acquisition. Bayer unveils $10.5B Roundup settlement. General Mills slashes outlook on weak demand. Warner Bros rejects Paramount's $30 bid. Spain probes social media over AI
17 min read