US Stock Market Today: Live Updates 25.04.2026
LIVEMarkets rolling coverageStarted: April 25, 2026, 12:00 AM EDTUpdated: April 25, 2026, 6:59 AM EDT AMC
LightPath Technologies Stock Just Hit a 52-Week High. Here’s Why LPTH Is Back in Focus
LightPath Technologies shares closed up 10.05% at $16.09 in Orlando Friday, after hitting $16.53 and surpassing recent analyst targets. Trading volume jumped to 6.35 million shares. The company reported a $97.8 million
Magnachip Semiconductor Stock Jumps 23% as New BatteryFET Puts Q1 Earnings in Focus
Magnachip Semiconductor’s U.S.-listed shares jumped 23% late Friday to $5.25 ahead of its April 28 earnings report. The company this week launched two 8th-generation 12V MOSFETs for smartphone battery protection, with one already in mass production for a major global smartphone maker. Magnachip has guided for Q1 revenue of $44–$48 million and a gross margin of 14–16%. Analysts expect a loss of 22 cents per share.
HCA Healthcare Stock Drops Despite Profit Beat As Weak Volumes Rattle Investors
HCA Healthcare shares dropped 8.8% to $432.46 after first-quarter profit narrowly beat estimates but showed weaker patient volumes and payer-mix concerns. Revenue rose 4.3% to $19.1 billion, net income hit $1.62 billion, and adjusted EBITDA climbed 1.9% to $3.8 billion. Respiratory admissions fell 42% year-over-year. HCA reaffirmed its 2026 financial guidance.
Applied Optoelectronics Stock Jumps 17%: Why AAOI’s AI Optics Rally Faces a May Test
Applied Optoelectronics shares rose 17.7% to close at $162.17 on Nasdaq Friday, with volume at 13.9 million shares. The company recently secured a $71 million order for 800G data-center transceivers and announced a Houston-area expansion. First-quarter results and a second-quarter outlook are set for May 7.
Plug Power Stock Watch: Louisiana Hydrogen Plant Hits 90% Availability As Cash Burn Test Looms
Plug Power’s Olin joint-venture plant in St. Gabriel, Louisiana produced 448.3 metric tons of liquid hydrogen in Q1 and filled 101 trailers, the company said Friday. Shares of Plug fell 1.3% to $3.14, while Ballard Power and Bloom Energy also declined. Plug ended 2025 with $368.5 million in unrestricted cash and used $535.8 million in operations during the year.
USDA Doubles Disaster Aid Payments: Farmers Now Have Until August to Claim SDRP Relief
USDA doubled the Supplemental Disaster Relief Program payment factor to 70%, triggering a second payment for approved producers and extending the application deadline to Aug. 12 from April 30. The agency said $6.7 billion has already been paid out under the program. The move comes as farmers face spring planting and credit pressure. Eligible producers affected by 2023 and 2024 natural disasters can now apply for increased aid.
Meta’s Amazon Chip Deal Shows AI Race Is Moving Beyond Nvidia GPUs
Meta has signed a multiyear deal worth billions to use Amazon Web Services’ Graviton5 chips for AI, deploying tens of millions of cores. Meta plans 2026 capital spending of up to $135 billion and will cut about 8,000 jobs, with layoffs effective May 20. Meta shares rose $16.87 to $676.02 near the U.S. close; Amazon gained $8.87 to $263.95. Meta will report first-quarter results after the market closes April 29.
Liberty Broadband Stock Plunges 26% as Charter Earnings Jolt Merger Bet
Liberty Broadband shares dropped about 26% Friday, mirroring a plunge in Charter Communications after Charter reported losing 120,000 internet customers last quarter, more than expected. Liberty holders are set to receive Charter stock under a pending merger, tying Liberty’s value to Charter’s share price. Charter closed down 26% at $179.04. Liberty’s Class A and C shares traded near $41.65 late in the session.
Ouster Stock Jumps as Atlanta Traffic Deal Puts BlueCity Near 2026 World Cup Sites
Ouster Inc shares climbed 6.7% to $28.17 Friday after announcing its BlueCity lidar traffic system will be deployed at over 30 Atlanta intersections ahead of the 2026 FIFA World Cup. The expansion, in partnership with Georgia DOT and Southern Lighting & Traffic Systems, builds on earlier installations near Mercedes-Benz Stadium. Ouster will report first-quarter results May 5.
Capital One $425M Settlement Approved: Who Gets Paid and When Payouts Could Start
A federal judge in Alexandria approved Capital One’s $425 million class-action settlement over its 360 Savings accounts, ordering the bank to match the higher 360 Performance Savings interest rate for affected customers. Payments are set for July 21 unless appealed. The settlement covers account holders from September 2019 to June 2025. Individual payouts will reflect lost interest due to the rate gap.
Ricky Sandler’s Eminence Capital to Shut Down After 27 Years, Return Most Investor Cash by June
Eminence Capital will close and return $5.9 billion to investors after 27 years, founder Ricky Sandler told clients. The New York hedge fund suspended redemptions to manage the wind-down, citing disappointing returns, rising costs, and tougher competition. Sandler expects at least 75% of assets to be distributed by late June.
Hims & Hers Stock Rallies After JPMorgan Bets On Its GLP-1 Pivot
Hims & Hers shares jumped about 9% Friday after JPMorgan initiated coverage with an overweight rating and a $35 price target. The move comes as Hims announced access to Eli Lilly’s Zepbound and Foundayo through LillyDirect, though the company said it is not affiliated with Lilly. Hims shares recently traded at $30.70. The company serves about 2.5 million subscribers.
Constellation Energy Stock Jumps as Microsoft-Backed Three Mile Island Restart Hits a Grid Fight
PJM’s independent market monitor urged FERC to reject Constellation’s waiver request for restarting the former Three Mile Island Unit 1, now called Crane. The move threatens Constellation’s plan to supply Microsoft-linked data centers in 2027. Constellation shares rose 7.2% despite the regulatory challenge. FERC will decide whether Constellation can transfer grid rights from Eddystone units to Crane.
Western Union Stock Slides After Profit Plunge: What Q1 Earnings Signal for 2026
Western Union’s first-quarter net income fell 48% to $64.7 million, with adjusted earnings dropping to 25 cents a share, missing analyst estimates. Revenue was $982.7 million, flat from a year earlier. Shares slid 3% to $9.05. CEO Devin McGranahan cited ongoing pressure in Americas remittances, despite growth in digital channels.
Atomera Stock Jumps Nearly 50% After Synopsys Deal Puts GaN Chip Tech in Focus
Atomera shares surged 49% to $9.20 midday Friday after the company said it expanded its Synopsys partnership to model gallium nitride devices for RF and power chips. Trading volume topped 24 million shares, lifting Atomera’s market value to about $288 million. The announcement comes ahead of Atomera’s May 5 first-quarter results, with investors still seeking signs of commercial revenue. No financial terms were disclosed.
CoreWeave CEO’s $35.8 Million Stock Sale Tests AI Cloud Rally
CoreWeave CEO Michael Intrator sold $35.8 million in company shares this week, according to an SEC filing, after the stock’s sharp rise. The sale, under a pre-set trading plan, involved 307,693 shares at prices between $114.71 and $120.33. Shares traded at $112.46 Friday, down 4.2%. Chief strategy officer Brian Venturo also disclosed $130.4 million in sales by related entities.
StoneCo (STNE) Stock Slides as $2.53 Special Dividend Hits: What Investors Need to Know
StoneCo shares dropped 16.3% to $12.18 Friday after trading ex-dividend for a $2.53-per-share extraordinary cash payout, totaling about R$3.08 billion. Shareholders approved 2025 accounts and board changes, including naming Mateus Scherer Schwening CEO. The dividend follows the sale of Linx. StoneCo reported 2025 adjusted gross profit up 13.5% to R$6.3 billion and payment volume up 8.7% to R$560.9 billion.
Why Cadence Stock Is Back in Focus Before Earnings as TSMC AI Chip Push Builds
Cadence shares rose 5.2% to $330.66 Friday, rebounding after a 5.21% drop Thursday. The move followed news that Cadence expanded its AI chip design collaboration with TSMC, covering advanced process nodes. Investors await Cadence’s first-quarter earnings report Monday. Rosenblatt reiterated a Buy rating and set a $360 price target.
TSMC Stock Hits Record After Taiwan Opens the Buying Door for Funds
TSMC shares closed at a record NT$2,185 in Taipei Friday, up 5.05%, after Taiwan eased single-stock limits for local equity funds and active ETFs. The rule change allows these funds to invest up to 25% in companies like TSMC, which makes up over 40% of the market. TSMC also announced a new A13 chip roadmap and expanded U.S. packaging plans. MediaTek and UniMicron shares also rose sharply.
AEye Stock Jumps After Craig-Hallum Buy Rating Puts LIDR Turnaround in Focus
AEye Inc. shares surged over 30% Friday after Craig-Hallum initiated coverage with a buy rating and $3.50 target. The stock traded at $2.25 in early afternoon, with volume topping 97 million shares. AEye reported 2025 revenue of about $230,000 and a $34 million net loss, with 16 active customers. Paul Berton, formerly of Lucid Motors, joined as vice president of operations and quality.
US Stock Market Today: Nasdaq Hits Record as Intel AI Rally Outruns Dow
Nasdaq climbed 1.5% to 24,805.83 and the S&P 500 gained 0.68% at mid-session Friday, while the Dow slipped 0.33%. Intel surged over 20% after projecting second-quarter revenue above estimates, sparking a rally in chip stocks. U.S. consumer sentiment hit a record low in April, keeping inflation concerns in focus. Brent crude traded at $104.62, down 0.43%.
Snowflake Stock Slides as AI Push Meets Fresh Software Selloff
Snowflake shares fell 5.5% to $138.42 Friday, pressured by a broader software stock selloff and an upcoming securities class-action lead-plaintiff deadline on April 27. The company is promoting new AI tools, including expanded Snowflake Intelligence and Cortex Code, as it faces investor questions about AI’s impact on its business model.
Eos Energy Enterprises Sets Q1 Earnings Date as EOSE Stock Jumps — May 13 Is the Real Test
Eos Energy Enterprises will report first-quarter results before the U.S. market opens May 13, after previewing revenue of $56 million to $57 million and a 17% rise in shipments. Shares traded at $7.78, up 12%, with volume at 25.6 million. Eos recently signed a joint development deal with TURBINE-X for AI power infrastructure. The company’s second battery line completed factory acceptance testing last quarter.
Charter Communications Stock Plunges After Broadband Losses Rattle Wall Street
Charter Communications shares fell 22% Friday after the company lost 120,000 internet customers in the first quarter, double last year’s loss and worse than analyst forecasts. Revenue slipped 1% to $13.6 billion; net income dropped to $1.16 billion. The stock traded at $187.65, down $54.13. Charter is still seeking California approval to close its $34.5 billion Cox Communications deal.
Eli Lilly’s New Weight-Loss Pill Has an Early Problem: Novo’s Head Start
Eli Lilly’s new oral weight-loss drug Foundayo was prescribed 3,707 times in its second week on the U.S. market, well below Novo Nordisk’s oral Wegovy, which saw 18,410 prescriptions in the same period after launch. Lilly shares fell about 4% following the data, while Novo Nordisk’s U.S. shares rose nearly 6%. Foundayo was approved by the FDA on April 1 and began shipping April 6.
Why Cheetah Net Stock Jumped Today: CTNT Deal, Heavy Volume and Dilution Risk
Cheetah Net Supply Chain Service Inc. shares surged Friday, trading over 2.09 billion shares after the company agreed to buy Hong Kong-based Super International Trading Limited for $4.98 million in cash. The stock rose to $0.0547, up 2.16 cents. The deal includes a $10 million annual revenue commitment from the target. Cheetah recently set up a $70 million at-the-market stock sale program.
Keel Infrastructure’s Paraguay Sale Puts Former Bitfarms’ AI Data Center Bet on the Clock
Keel Infrastructure Corp. sold its 70-megawatt Paso Pe site in Paraguay for about $13 million, well below the original price of up to $30 million, finalizing its exit from Latin America. The sale follows Keel’s U.S. redomiciliation and rebrand from Bitfarms as it shifts from Bitcoin mining to AI data-center infrastructure. Keel shares rose 5.4% to $3.42 in New York. The company reported a net loss of $284.5 million for 2025.
Tempus AI Stock Faces a New Test as USC Deal Opens a 1.5 Million-Visit Door
Tempus AI Inc. announced a collaboration with the Keck School of Medicine of USC to integrate its molecular testing and trial-matching tools into USC’s health system, covering over 1.5 million patient visits annually. Financial terms were not disclosed. Tempus shares traded at $51.70 midday Friday, valuing the company at about $9 billion. The partnership will initially focus on precision oncology across USC hospitals and clinics.
FreeCast Stock Jumps After DIRECTV Multifamily Deal, But Dilution Risk Lingers
FreeCast shares jumped 23.8% Friday after announcing a national deal to market and sell DIRECTV streaming services to multifamily housing. Maxim Group initiated coverage with a Buy rating and a $6 target. SEC filings indicate ongoing financing and dilution risks for the newly listed company. Trading volume topped 13 million shares by midday.
Novo Nordisk Stock Gets Wegovy Pill Boost as Eli Lilly’s Foundayo Starts Slow
Novo Nordisk’s Wegovy pill recorded 18,410 U.S. prescriptions in its second week, far outpacing Eli Lilly’s Foundayo at 3,707, according to IQVIA data cited by analysts. Novo’s shares rose $2.24 to $40.76, while Lilly’s fell $35.26 to $882.39. Novo said its oral semaglutide lowered HbA1c by 0.83 points more than placebo in a trial of adolescents with type 2 diabetes. The company plans to seek regulatory approval for pediatric use in 2026.
Nvidia Stock Is Near a Record Again. The $300 Case Now Turns on Vera Rubin
Nvidia shares rose 4.7% to $209.07 Friday, nearing record highs ahead of its May 20 earnings report. Investors are focused on demand for Nvidia’s upcoming Vera Rubin AI platform and whether cloud customers will keep spending into 2027. The Philadelphia Semiconductor Index hit an all-time high as chip stocks rallied after Intel’s strong outlook. Nvidia reported $68.1 billion in fiscal Q4 revenue, up 73% from a year earlier.
POET Stock Is Flying Again: The Marvell Link, AI Optics Buzz and Tax Fight Behind the Rally
POET Technologies shares rose 27% to $14.93 in late-morning trading Friday after CFO Thomas Mika said the company received a purchase order linked to Marvell Technology. Marvell has not confirmed the order. POET reported $341,202 in Q4 revenue and a $42.7 million net loss, as it shifts from development to production. The rally follows news of Marvell’s acquisition of Celestial AI and reported Google talks.
Marvell’s New AI Data-Center Deal Puts Optical Chips Back in Focus
Marvell Technology acquired Swiss firm Polariton Technologies, adding plasmonics-based silicon photonics to its optical-chip lineup. The company’s shares fell 2.1% to $162.01 in early Friday trading. Marvell did not disclose financial terms. The deal comes as AI data centers demand faster, lower-power optical links to move data between servers.
Elong Power Stock Jumps 26% as Heavy Volume Tests Battery Turnaround Story
Elong Power Holding shares surged 26% to $3.37 in late-morning Nasdaq trading Friday, with volume topping 58 million shares and no new filings since its April 20 annual report. The company reported 2025 revenue of $2.05 million and a narrowed net loss of $5.57 million, but auditors flagged “material uncertainty” over its ability to continue as a going concern.
Scinai Stock Surges on $2.61 Million Private Placement as SCNI Bets on CDMO Expansion
Scinai Immunotherapeutics shares soared 82% Friday after the company announced a $2.61 million private placement and warrant inducement to fund its contract drug-manufacturing and immunotherapy work. The financing includes the sale of 5.2 million ADSs at $0.48 each and new warrants, with closing expected around April 27. Scinai reported $1.6 million cash at year-end and a going-concern warning in its latest filing.