NVDA hits $350 target on H200 news. Chipmaker's rally's just begun, still cheap!
Cisco jumps 10% on earnings beat; Cerebras nearly doubles IPO price. AI strength fuels market highs.
CSCO jumps 13% on AI orders & strong guidance. High volume signals investor confidence in future growth.
Morgan Stanley forecasts global GDP growth of 3.2% in 2026, with the Fed on hold all year, as an energy shock tests a broadly constructive outlook anchored by US AI spending and consumer demand.
WTTR beats EPS/EBITDA estimates, revenue dips slightly. Focus on infrastructure growth & acquisitions.
Analysts say Kevin Warsh's appointment as Fed chair is unlikely to deliver the rate cuts markets had hoped for, with inflation elevated and the FOMC increasingly hawkish.
LCID's Q1 loss hits $1B on recall woes; revenue misses estimates despite 20% jump. Cash burn concerns rise.
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