Jim Cramer Says “Take the Gain” on IREN as AI Data Center Stock Rally Faces Big Tech Earnings Test
Jim Cramer telling investors to “take the gain” on IREN comes right as the AI data-center trade gears up for one of its busiest tests this quarter.
US Stock Futures Today: Oil Spike Tests Wall Street Rally Before Fed and Big Tech Earnings
U.S. stock futures ticked lower early Monday, with oil prices on the rise as U.S.-Iran peace talks faltered—casting a fresh shadow over Wall Street’s record run heading into a heavy stretch of earnings and an upcoming Fed meeting. At 5:44 a.m. ET, Dow E-minis slipped 65 points, or 0.13%. S&P 500 E-minis eased 0.08%, and Nasdaq 100 E-minis dipped 0.05%, according to Reuters. These E-mini futures give traders an early sense of where the main indexes could open, since they trade ahead of regular hours.
Kratos Defense Stock Slides Again as Drone Maker’s $1 Billion Growth Bet Faces Test
Kratos Defense & Security Solutions tumbled 6.5% to $61.26 in the latest U.S. session, slicing its market cap to roughly $10.6 billion as investors weighed how fast fresh contract wins might actually turn into profit. AeroVironment, another drone play, dropped 2.8%. L3Harris and Northrop Grumman, both bigger defense names, lost 3.9% and 2.1%.
Robinhood’s Earnings Week Now Has a Prediction-Market Problem
Robinhood Markets Inc. is staring down a new lawsuit from Wisconsin, just as it prepares to release first-quarter earnings. The state has targeted Robinhood and a group of rivals over contracts tied to sports events—a type of contract that allows traders to bet on real-world outcomes. The legal action drops a cloud of regulatory uncertainty over Robinhood right before its results hit.
SoFi Technologies Stock Faces a Big Q1 Earnings Test as Loan Growth Comes Into Focus
This week, SoFi Technologies Inc. will deliver its first-quarter numbers, and investors have boiled the story down to a single point: Can the digital financial-services company keep loan volumes up and start piling on more revenue that isn’t just tied to interest income?
Rigetti Computing (RGTI) Stock Gets Fresh Sell Call as 108-Qubit Test Looms
On Sunday, Wall Street Zen downgraded Rigetti Computing, Inc. to “sell” from “hold,” putting more weight on the quantum-computing stock. That’s despite the fact that MarketBeat data still shows a wider “Moderate Buy” consensus for the name.
Blackstone Just Put $16 Billion Behind Oracle’s AI Buildout. The Hard Part Comes Next
Blackstone Inc. and Related Digital have locked down financing for the $16 billion Oracle data center campus planned for Saline Township, Michigan, bringing new private capital to one of the largest U.S. AI infrastructure builds. According to the companies, the financing structure pulls in equity from Related Digital and Blackstone-linked funds, with fixed-rate, long-term debt provided by funds and accounts overseen by PIMCO.
Bloom Energy Stock Faces a Big Test as BlackRock’s 8.2% Stake Meets Oracle AI Power Bet
BlackRock has taken a passive 8.2% stake in Bloom Energy Corporation, according to an amended ownership filing dated April 24. The disclosure comes just ahead of the fuel-cell company’s first-quarter report, set for two days later. BlackRock’s filing lists 22,911,282 Class A shares owned, with sole voting rights attached to 22,035,523 of those.
AeroVironment Stock Watch: Navy Laser Test Puts AVAV Back in Drone-Defense Focus
AeroVironment’s LOCUST Laser Weapon System drew renewed attention this weekend, following news of a U.S. Navy demonstration aboard the USS George H.W. Bush. The laser system reportedly knocked out multiple drones directly from the carrier’s deck. Unlike traditional weapons, these systems use tightly focused energy—laser beams rather than missiles or bullets.
Why Circle Internet Group Stock Is Back Under the Microscope Before Earnings
Circle Internet Group starts the week with shares holding close to $100, as investors size up whether USDC’s growth is enough to stay ahead of questions about compliance, margins, and what the stock is really worth.
Vistra Stock Pops 4.8% as VST’s AI Power Trade Faces Its Next Test
Vistra Corp. shares jumped 4.8% to $164.35 on Friday, their third straight gain, as the power producer outpaced large utility peers in a mixed market and drew fresh attention before a packed two-week stretch for investors.
IonQ, Inc.’s $1.8 Billion SkyWater Deal Hits FTC Delay as Quantum Stakes Rise
IonQ Inc.’s bid to buy SkyWater Technology Inc. has hit another antitrust snag, as the Federal Trade Commission demanded more details from both sides, stretching out the review window, according to a securities filing. The FTC’s request, dated April 24, relates to the proposed deal that would fold SkyWater into IonQ.
BMW AG’s China Fight Just Got Harder as Neue Klasse EVs Take Beijing
BMW AG’s latest move in China: the German automaker is spotlighting two electric models tailored for the local market—the iX3 Long Wheelbase and i3 Long Wheelbase—plus the new 7 Series, making their global debuts at the Beijing auto show. It’s a crucial moment for German luxury players trying to reclaim momentum in what’s arguably the world’s fiercest auto arena. All three launches are part of BMW’s Neue Klasse tech initiative.
D-Wave Quantum Stock Slides Before Q1 Earnings as Investors Look for Proof Behind the Rally
D-Wave Quantum Inc. shares slipped Friday, adding to the pressure ahead of the quantum-computing firm’s first-quarter earnings set for May 12. Investors are eyeing the report for any specifics on demand, especially after a spate of new bookings and swings across the sector. Chief Executive Alan Baratz and Chief Financial Officer John Markovich are set to run through results and guidance during an 8 a.m. Eastern call that day.
Horizon Quantum Holdings Ltd. Stock Faces a Big Test After 53 Million-Share Resale Filing
Horizon Quantum Holdings Ltd. has filed to allow the potential resale of close to 53 million Class A ordinary shares, plus 2.9 million warrants—a move that could put more stock on the market just under six weeks since the quantum software company’s Nasdaq debut. Its April 24 prospectus additionally includes 6.0 million Class A shares tied to possible warrant exercises.
Xanadu Stock Rises After 294 Million-Share Filing: What Changes Now for XNDU
Shares of Xanadu Quantum Technologies Limited ended Friday at $30.95, up 7.28%, as attention turned to a fresh U.S. registration statement. The filing may let selling securityholders resell as many as 293.7 million Class B subordinate voting shares gradually. U.S. markets are shut for the weekend.
Bank of America’s $16 Billion Oracle AI Data Center Deal Puts Wall Street’s AI Bet Under a Harsh Light
Bank of America Corporation is leading the $16 billion financing package for a Michigan data center campus—an Oracle-backed project from Related Digital—handing the U.S. bank a major role as AI infrastructure spending accelerates. Related Digital, along with Blackstone, confirmed the deal for the Saline Township development. Bank of America steps in as both structuring agent and financial advisor.
Verizon Earnings Tomorrow: Subscriber Growth Is the Test for VZ’s Comeback
Verizon Communications Inc. is set to deliver first-quarter numbers ahead of Monday’s opening bell, a check-in on CEO Dan Schulman and the momentum—or lack thereof—following a robust holiday stretch. The company plans to release its earnings at 7:00 a.m. ET, then host a webcast at 8:30 a.m.
Constellation Energy Stock Faces New Spotlight After Trump Bond Disclosure and AI Power Push
Constellation Energy landed back in focus after U.S. President Donald Trump’s newest financial disclosure listed the Baltimore-based power producer among the corporate bond issuers he snapped up in March. Investors are tracking the company closely these days, with its AI-fueled electricity business under the microscope.
Lumentum Stock Faces a Crucial AI Test After BlackRock Filing and 4% Friday Gain
Lumentum Holdings Inc. heads into a key earnings week with its stock still riding one of the market’s sharpest artificial-intelligence infrastructure trades, after shares last changed hands Friday at $881.64, up 4.1%. U.S. markets were closed on Sunday, leaving investors to weigh a fresh ownership filing and a May 5 earnings report.
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