Today: 25 April 2026

Khadija Saeed

A dedicated markets reporter, she covers stocks, macroeconomics, and major business developments with a sharp eye for detail and accuracy.

Palantir stock price jumps as Pentagon’s Anthropic ban hits Maven — what’s next for PLTR

Palantir stock price jumps as Pentagon’s Anthropic ban hits Maven — what’s next for PLTR

Palantir shares rose 4% to $153.19 in after-hours trading after a Pentagon order to remove Anthropic’s Claude from military AI systems. The move affects Palantir’s Maven contracts worth over $1 billion and prompted federal agencies to shift to OpenAI and Google products. Defense Secretary Pete Hegseth ordered immediate compliance. The Pentagon, Anthropic, and Palantir declined to comment.
Tesla stock price jumps on Bank of America upgrade as Europe sales slump and carbon credits loom

Tesla stock price jumps on Bank of America upgrade as Europe sales slump and carbon credits loom

Tesla shares rose 3.4% to $406.10 on Wednesday after Bank of America reinstated coverage with a buy rating and a $460 price target. UK sales fell 45% in February, while an EU filing showed Stellantis, Toyota, and Subaru have not joined Tesla’s 2026 carbon-credit pool. IG Metall failed to win a majority on the works council at Tesla’s German plant.
Chevron stock dips even as oil sits near 14-month highs — what’s next for CVX

Chevron stock dips even as oil sits near 14-month highs — what’s next for CVX

Chevron shares fell 1.4% to $186.15 Wednesday as oil majors retreated and the S&P 500 energy sector led declines. The Strait of Hormuz remained shut for a fifth day, disrupting global oil flows and prompting Goldman Sachs and UBS to raise Brent price forecasts. U.S. crude stocks rose by 3.5 million barrels last week. Chevron’s board declared a quarterly dividend of $1.78 per share, payable March 10.
Lam Research CFO drops $135 billion 2026 chip-tool call as AI demand hits “clean room” limits

Lam Research CFO drops $135 billion 2026 chip-tool call as AI demand hits “clean room” limits

Lam Research CFO Doug Bettinger said global wafer-fab equipment spending could reach $135 billion in 2026, up from about $110 billion last year. He cited advanced packaging and high-bandwidth memory as key drivers, but noted cleanroom capacity remains a constraint. Lam shares rose 2.3% in midday trading. China accounted for 35% of Lam’s revenue last quarter.
4 March 2026
AAOI stock price rises as Applied Optoelectronics director signals share sale, optics trade stays jittery

AAOI stock price rises as Applied Optoelectronics director signals share sale, optics trade stays jittery

Applied Optoelectronics shares rose 2.9% to $98.07 Wednesday on heavy volume after a late Tuesday filing showed director Elizabeth G. Loboa plans to sell up to 102,347 shares, worth about $9.8 million. The company also set up a $250 million at-the-market share sale program. CFO Stefan Murry told investors 800G shipments would ramp in Q2 after a firmware delay. An investor session is set for March 17 at the OFC conference.
4 March 2026
Johnson & Johnson stock price slips as FDA fast-tracks nipocalimab; what investors watch next

Johnson & Johnson stock price slips as FDA fast-tracks nipocalimab; what investors watch next

Johnson & Johnson shares fell 0.7% to $245.07 Wednesday after its lupus drug nipocalimab received FDA Fast Track status. The stock lagged a broader market rally, with the S&P 500 ETF up nearly 1%. Investors weighed pipeline progress against ongoing legal risks and recent defensive trading. Johnson & Johnson will present at the Barclays Global Healthcare Conference on March 10.
Mastercard stock price today: MA slips as SoFiUSD stablecoin settlement tests draw attention

Mastercard stock price today: MA slips as SoFiUSD stablecoin settlement tests draw attention

Mastercard shares fell 0.5% to $521.60 Wednesday afternoon, trailing gains in Visa, American Express, and the broader market. The move followed news that Mastercard and SoFi will test stablecoin settlement using SoFiUSD across Mastercard’s network. SoFi shares rose about 1.4%. Traders are watching Friday’s U.S. jobs report and upcoming fintech conferences for further signals.
BitMine’s $9.9 billion crypto treasury update lands as BMNR stock jumps with Ethereum

BitMine’s $9.9 billion crypto treasury update lands as BMNR stock jumps with Ethereum

BitMine Immersion Technologies reported holdings of 4.47 million ether, 195 bitcoin, $868 million in cash, and minority stakes in two firms, totaling $9.9 billion as of March 1. The company said it had staked 3.04 million ether, valued at $6 billion, generating $172 million in annualized staking revenue. BMNR shares rose 9.7% to $21.47 as ether climbed 9.9% to $2,190.61. BitMine ranks as the No. 2 global crypto treasury after Strategy Inc.
Lithium price whipsaws again as China futures slide; Albemarle stock rises on asset sale, debt tender

Lithium price whipsaws again as China futures slide; Albemarle stock rises on asset sale, debt tender

Albemarle shares rose 3.3% to $170.23 after closing an asset sale and launching a debt tender. China’s lithium carbonate futures swung sharply, trading between 146,000 and 155,700 yuan a ton after a 13% drop Tuesday. Traders are watching for China policy signals and Albemarle’s March 12 bond redemption. Lithium prices remain volatile after surging 130% in 2025.
U.S. gas prices jump as Hormuz disruption lifts refiners and gasoline ETF

U.S. gas prices jump as Hormuz disruption lifts refiners and gasoline ETF

U.S. average gasoline prices rose to $3.198 a gallon Wednesday, up from $3.109 the day before, AAA reported. Oil and fuel markets surged after U.S. and Israeli strikes disrupted shipping through the Strait of Hormuz for a fifth day. Gasoline futures jumped nearly 4% Monday. UBS and Goldman Sachs raised Brent crude forecasts, citing the ongoing Middle East conflict.
Crude Oil Prices Steady Near 2025 Highs as Strait of Hormuz Disruption Keeps Brent, WTI Volatile

Crude Oil Prices Steady Near 2025 Highs as Strait of Hormuz Disruption Keeps Brent, WTI Volatile

Oil prices eased after earlier gains, with Brent at $81.13 and U.S. crude at $74.30 by late morning Wednesday. The market reacted to possible U.S.-Iran talks and ongoing disruptions in the Strait of Hormuz. Qatar declared force majeure on gas exports, while Russia prepared to boost crude shipments to India. U.S. crude inventories rose by 3.5 million barrels last week.
Brent oil price today: Brent holds above $81 as Hormuz disruption keeps traders edgy

Brent oil price today: Brent holds above $81 as Hormuz disruption keeps traders edgy

Brent crude rose 0.4% to $81.69 a barrel in London after sharp swings, as shipping through the Strait of Hormuz remained heavily disrupted for a fifth day. Tanker traffic through the strait dropped to four vessels on March 1, down from an average of 24. U.S. crude stocks climbed by 3.5 million barrels last week. Banks raised oil price forecasts, with UBS warning Brent could top $90 if disruptions persist.
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Stock Market Today

  • Viva Energy Q1 Volume Rise Signals Potential Shift Amid Earnings Loss
    April 25, 2026, 2:23 AM EDT. Viva Energy Group's first-quarter 2026 fuel sales rose to 4,302 megaliters from 4,092 a year earlier, reflecting stronger fuel demand across its network. Despite increased volumes, the firm reported a net loss of A$421.1 million in 2025, underscoring ongoing challenges in translating sales growth into profitability. Key growth drivers include retail integration and margin improvement, while risks stem from regulatory pressures and fossil fuel demand uncertainty. Analysts project revenue growth to A$31.3 billion by 2029, aiming for positive earnings after losses. Current valuation sits near a projected fair value of A$2.66 per share, suggesting upside potential if the company navigates energy transition and refining economics effectively.

Latest article

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 25.04.2026

25 April 2026
LIVEMarkets rolling coverageStarted: April 25, 2026, 12:00 AM EDTUpdated: April 25, 2026, 2:36 AM EDT Viva Energy Q1 Volume Rise Signals Potential Shift Amid Earnings Loss April 25, 2026, 2:23 AM EDT. Viva Energy Group's first-quarter 2026 fuel sales rose to 4,302 megaliters from 4,092 a year earlier, reflecting stronger fuel demand across its network. Despite increased volumes, the firm reported a net loss of A$421.1 million in 2025, underscoring ongoing challenges in translating sales growth into profitability. Key growth drivers include retail integration and margin improvement, while risks stem from regulatory pressures and fossil fuel demand uncertainty. Analysts project
LightPath Technologies Stock Just Hit a 52-Week High. Here’s Why LPTH Is Back in Focus

LightPath Technologies Stock Just Hit a 52-Week High. Here’s Why LPTH Is Back in Focus

25 April 2026
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 backlog and second-quarter revenue of $16.4 million, up 120% from a year earlier. Recent orders and investor focus center on defense optics and infrared camera systems.
Wolfspeed Stock Jumps 13% Before May 5 Earnings Test

Wolfspeed Stock Jumps 13% Before May 5 Earnings Test

25 April 2026
Wolfspeed shares surged 13.36% to $31.23 on Friday, with trading volume hitting 8.4 million shares ahead of its May 5 earnings report. The chipmaker recently cut its debt by about $97 million and lowered annual interest expense by $62 million after refinancing in March. Wolfspeed reported a $151 million net loss last quarter and expects negative gross margins to continue.
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