Today: 3 May 2026

U.S. Inflation Report Today: November CPI Arrives After Shutdown, With Tariffs and Fed Policy in Focus

U.S. Inflation Report Today: November CPI Arrives After Shutdown, With Tariffs and Fed Policy in Focus

The November 2025 U.S. Consumer Price Index report, delayed by a 43-day federal shutdown, is missing most month-to-month data due to gaps in October’s figures. Economists expect annual inflation to reach 3.1%, the highest since May 2024, with core inflation at 3.0%. The Bureau of Labor Statistics warns it cannot fully reconstruct lost data. Markets and policymakers will rely on year-over-year comparisons.
18 December 2025
2025 Tax Filing Changes: What the One Big Beautiful Bill Act Means for Tips, Overtime, Car Loans, SALT, Refunds — and Small Businesses

2025 Tax Filing Changes: What the One Big Beautiful Bill Act Means for Tips, Overtime, Car Loans, SALT, Refunds — and Small Businesses

The IRS confirmed higher standard deductions and a $2,200 Child Tax Credit for 2025 returns under the One Big Beautiful Bill Act. The SALT deduction cap rises to $40,000 for itemizers. New deductions for tips, overtime, and car loan interest will require a new Schedule 1-A form. Lawmakers expect refund sizes to vary widely in 2026 due to timing and eligibility.
18 December 2025
Luminar Technologies (LAZR) Stock Update on Dec. 18, 2025: Chapter 11 Bankruptcy, $110M Sale Deal, Nasdaq Delisting Risk, and What Investors Are Watching

Luminar Technologies (LAZR) Stock Update on Dec. 18, 2025: Chapter 11 Bankruptcy, $110M Sale Deal, Nasdaq Delisting Risk, and What Investors Are Watching

Luminar Technologies filed for Chapter 11 bankruptcy on Dec. 15, 2025, and plans to sell its LiDAR business and the equity of Luminar Semiconductors. Quantum Computing Inc. agreed to buy Luminar Semiconductors for $110 million, pending court approval. LAZR shares traded at $0.23 after the filing. The company secured creditor support and $25 million in cash to fund operations during the sale process.
18 December 2025
Nike Stock (NKE) Today: Q2 FY2026 Earnings Preview, Analyst Targets, and Turnaround Risks to Watch on Dec. 18, 2025

Nike Stock (NKE) Today: Q2 FY2026 Earnings Preview, Analyst Targets, and Turnaround Risks to Watch on Dec. 18, 2025

Nike will report fiscal Q2 2026 results after markets close Dec. 18, with shares trading between $65.56 and $67.81 intraday. Analysts expect revenue near $12.2 billion, down 1% year over year, and net income to fall over 50% to about $562 million. Adjusted EPS is forecast at $0.37–$0.38. Investors are watching for signs Nike’s turnaround plan is stabilizing sales and margins.
PayPal Stock (PYPL) Slides After Morgan Stanley Downgrade: PayPal Bank Charter Bid, “Agentic Commerce” Debate, and 2026 Analyst Forecasts (Dec. 18, 2025)

PayPal Stock (PYPL) Slides After Morgan Stanley Downgrade: PayPal Bank Charter Bid, “Agentic Commerce” Debate, and 2026 Analyst Forecasts (Dec. 18, 2025)

PayPal shares fell about 2% Thursday to near $60 after Morgan Stanley downgraded the stock to Underweight and cut its price target to $51, citing execution challenges and structural pressures. The downgrade follows concerns over PayPal’s slow checkout modernization, risks from AI-driven commerce, weak Venmo monetization, and possible earnings pressure. PayPal is also pursuing a proposed bank and expanding into AI and crypto partnerships.
18 December 2025
Eaton Stock (NYSE: ETN) News Today, Dec. 18, 2025: Why Shares Fell, Wall Street Price Targets, and the Data‑Center Growth Story

Eaton Stock (NYSE: ETN) News Today, Dec. 18, 2025: Why Shares Fell, Wall Street Price Targets, and the Data‑Center Growth Story

Eaton shares closed at $315.82 on Dec. 18, down 4.28% after heavy trading volume, underperforming industrial peers amid a broader market decline. The stock remains about 21% below its July high. Investors are watching Eaton’s $9.5 billion acquisition of Boyd Corporation’s thermal business, expected to close in Q2 2026, as the company expands its data-center cooling capabilities.
18 December 2025
MARA Holdings (MARA) Stock News on Dec. 18, 2025: Bitcoin Volatility, AI Data-Center Pivot, and Analyst Forecasts in the Spotlight

MARA Holdings (MARA) Stock News on Dec. 18, 2025: Bitcoin Volatility, AI Data-Center Pivot, and Analyst Forecasts in the Spotlight

MARA Holdings traded near $9.93 on Dec. 18 after a sharp pullback, tracking bitcoin’s 30% slide from its October peak. The stock is near its 52-week low, with a market cap around $3.8 billion. Investors are weighing MARA’s shift toward digital infrastructure and data centers as concerns mount over profitability and funding during the transition.
Bloom Energy (BE) Stock News, Forecasts, and Analysis for Dec. 18, 2025: Why Shares Are Swinging and What Investors Are Watching Next

Bloom Energy (BE) Stock News, Forecasts, and Analysis for Dec. 18, 2025: Why Shares Are Swinging and What Investors Are Watching Next

Bloom Energy shares fell 12% Wednesday to $76.97, then rose about 2.5% in pre-market trading Thursday. The stock’s drop followed news that Blue Owl Capital pulled out of funding Oracle’s $10 billion Michigan data center, raising concerns about financing for large AI infrastructure projects. Bloom’s 52-week range spans $15.15 to $147.86. Market cap stands near $18.2 billion.
18 December 2025
Globalstar (GSAT) Stock News Today (Dec. 18, 2025): Insider Sale Sparks Pullback as Band n53 and XCOM RAN Momentum Builds

Globalstar (GSAT) Stock News Today (Dec. 18, 2025): Insider Sale Sparks Pullback as Band n53 and XCOM RAN Momentum Builds

Globalstar shares dropped about 10.6% to $56.91 on December 18, 2025, following news that CFO Rebecca Clary sold shares, triggering concerns over insider selling. SEC filings show the sales were to cover taxes from vested awards, not discretionary selling. The decline came as Globalstar announced a successful private 5G drone trial with Skydio using its Band n53 spectrum.
18 December 2025
Vertiv (VRT) Stock on Dec. 18, 2025: Why Shares Are Swinging on AI Data Center Angst — and What Analysts Forecast Next

Vertiv (VRT) Stock on Dec. 18, 2025: Why Shares Are Swinging on AI Data Center Angst — and What Analysts Forecast Next

Vertiv Holdings shares fell 6.74% to $149.83 on Dec. 17, following a 9.73% drop on Dec. 12, as AI infrastructure stocks slid on renewed concerns about debt-heavy data center financing. Oracle’s updates on its Michigan data center project and funding partners triggered the selloff, with investors reassessing valuations across the sector. No Vertiv-specific negative news emerged during the decline.
18 December 2025
Constellation Energy (CEG) Stock Drops on AI Power-Demand Jitters as PJM Auction Hits Record and Calpine Deal Advances (Dec. 18, 2025)

Constellation Energy (CEG) Stock Drops on AI Power-Demand Jitters as PJM Auction Hits Record and Calpine Deal Advances (Dec. 18, 2025)

Constellation Energy shares fell 6.8% to $340.97 on Dec. 18 amid a broad selloff in power and AI-linked stocks. The drop followed renewed debate over future electricity demand for AI, sparked by news of more efficient AI chips. Constellation’s fundamentals remained strong, with all PJM plants clearing a record-high capacity auction and progress on its Calpine acquisition.
AMD Stock News Today (Dec. 18, 2025): AI Funding Jitters Hit Semiconductors, While “Helios” Keeps the Long-Term AMD Bull Case Alive

AMD Stock News Today (Dec. 18, 2025): AI Funding Jitters Hit Semiconductors, While “Helios” Keeps the Long-Term AMD Bull Case Alive

AMD shares fell 5.3% to $198.11 early Thursday, tracking a broad selloff in AI-linked tech after renewed concerns over data-center financing and AI infrastructure spending. Oracle’s stalled Michigan data-center project talks and wider anxiety about AI capex hit chip stocks, with Nvidia and Broadcom also down sharply. AMD remains seen as a major AI play, exposing it to sector-wide volatility.
Vistra Corp (VST) Stock in Focus on Dec. 18, 2025: PJM Capacity Auction Windfall, AI-Demand Volatility, and Fresh Wall Street Forecasts

Vistra Corp (VST) Stock in Focus on Dec. 18, 2025: PJM Capacity Auction Windfall, AI-Demand Volatility, and Fresh Wall Street Forecasts

Vistra Corp. shares fell 7.77% to $159.97 on Dec. 17 before rebounding to about $163.50 pre-market Thursday. The drop followed renewed doubts about long-term AI-driven power demand, despite PJM’s latest capacity auction clearing at a record $333.44 per MW-day. Vistra reported clearing 10,566 MW in the auction, signaling significant future revenue exposure to the high price.
18 December 2025
AI Stocks Today: Nvidia, Micron, Oracle and Broadcom Lead the Action as OpenAI Funding Talk and Data-Center Debt Fears Shake Markets (Dec. 18, 2025)

AI Stocks Today: Nvidia, Micron, Oracle and Broadcom Lead the Action as OpenAI Funding Talk and Data-Center Debt Fears Shake Markets (Dec. 18, 2025)

U.S. stocks fell Wednesday, with AI-linked shares among the steepest decliners. Nvidia dropped 3.8%, Broadcom 4.5%, and Oracle 5.4%. Investors are weighing high capex and uncertain payback in AI infrastructure. Micron bucked the trend, rising after forecasting strong demand for high-bandwidth memory and raising 2026 capex to $20 billion.
Big Tech Stocks Today: Magnificent Seven in Focus Ahead of U.S. CPI as Apple AI Hopes, Nvidia Rivalry, Amazon Shake-Up Drive the Tape (Dec. 18, 2025)

Big Tech Stocks Today: Magnificent Seven in Focus Ahead of U.S. CPI as Apple AI Hopes, Nvidia Rivalry, Amazon Shake-Up Drive the Tape (Dec. 18, 2025)

Big Tech stocks showed a cautious rebound in early premarket trading Thursday after an AI-driven selloff, with Tesla, Nvidia, Meta, and Alphabet modestly higher and Micron surging post-earnings. Nasdaq 100 futures rose 0.6% by 3:55 a.m. ET. Investors await the U.S. CPI report, expected at 3.0% year-over-year, as debate intensifies over the costs and returns of heavy AI investment.
Quantum Computing Stocks Today (Dec. 18, 2025): IonQ’s $60M Europe Expansion, Analyst Forecasts, and the Key Risks Driving Quantum Stocks

Quantum Computing Stocks Today (Dec. 18, 2025): IonQ’s $60M Europe Expansion, Analyst Forecasts, and the Key Risks Driving Quantum Stocks

IonQ announced a $60 million-plus expansion of its partnership with QuantumBasel, extending through 2029 and transferring quantum systems to Switzerland. Shares of IonQ, D-Wave, Rigetti, and Quantum Computing Inc. remain volatile as investors weigh tech spending concerns and await U.S. inflation data and central bank decisions later today.
Starlink News on Dec. 18, 2025: DirecTV Warns FCC of Satellite TV Disruption, Starlink Mini Roam Pricing Expands in Australia, and China Pushes Back on “Near-Collision” Claims

Starlink News on Dec. 18, 2025: DirecTV Warns FCC of Satellite TV Disruption, Starlink Mini Roam Pricing Expands in Australia, and China Pushes Back on “Near-Collision” Claims

DirecTV has warned the FCC that Starlink’s efforts to boost broadband speeds could disrupt satellite TV service, citing recent SpaceX testing. SES also reported interference from Starlink affecting a U.S. government customer. The FCC is reviewing spectrum-sharing rules as Starlink expands portable hardware and faces scrutiny over spectrum use and interference risks.
18 December 2025
EV Stocks Today: Tesla Faces California Sales Threat as Ford Pulls Back on Batteries and the EU Softens 2035 EV Rules (Dec. 18, 2025)

EV Stocks Today: Tesla Faces California Sales Threat as Ford Pulls Back on Batteries and the EU Softens 2035 EV Rules (Dec. 18, 2025)

California regulators threatened to suspend Tesla’s vehicle sales license for 30 days unless it changes marketing of “Autopilot” and “Full Self-Driving.” Ford canceled a major battery supply deal, hitting LG Energy Solution shares in South Korea. Europe delayed parts of its 2035 all-electric vehicle mandate, allowing more hybrid sales. Investors are watching for further policy shifts and market volatility.
Semiconductor Stocks Today (Dec. 18, 2025): Micron’s AI Memory Surge Meets Nvidia Capex Jitters, TSMC Tailwinds, and Fresh China-EUV Risk

Semiconductor Stocks Today (Dec. 18, 2025): Micron’s AI Memory Surge Meets Nvidia Capex Jitters, TSMC Tailwinds, and Fresh China-EUV Risk

Micron shares jumped 9% premarket Thursday after the company issued a much stronger-than-expected profit forecast, citing tight supply and surging demand for high-bandwidth memory used in AI. The upbeat results contrast with Wednesday’s sharp selloff in chip stocks, which was driven by concerns over AI infrastructure spending and financing. Micron’s CEO expects memory markets to remain tight beyond 2026.

Stock Market Today

  • GSK Share Price Dips Amid Pipeline Developments; Valuation Viewed as Undervalued at £19.01
    May 3, 2026, 5:56 PM EDT. GSK (LSE:GSK) shares slipped 1.4% on the day and 5.9% over the past week, pulling back 11.3% in a month after earlier gains this year. Despite this, the healthcare giant shows a 36.6% total return over one year, suggesting cooling momentum after strong gains. Analysts place GSK's fair value at around £78, far above the current share price near £19, implying significant undervaluation. This valuation hinges on successful late-stage drug approvals and upcoming regulatory decisions, including an FDA ruling expected soon. Key executives will present insights at major healthcare conferences this week, underscoring critical upcoming catalysts. Investors should weigh the optimistic outlook against risks tied to trial outcomes and regulatory reviews before reassessing their position in GSK stock.

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X-Energy’s $1 Billion Nuclear IPO Faces Its First Test After Wall Street Pop

X-Energy’s $1 Billion Nuclear IPO Faces Its First Test After Wall Street Pop

3 May 2026
X-Energy shares closed Friday at $30.53, up 33% from the $23 IPO price but down from last week’s high. Kentucky utilities LG&E and KU are studying deployment of X-Energy’s Xe-100 small modular reactor after the state approved new nuclear site-readiness grants. The company has yet to deliver a commercial reactor, with licensing, fuel, and construction still pending.
Bitmine’s $23 Million Ethereum Deal Puts BMNR Stock Back in the Spotlight

Bitmine’s $23 Million Ethereum Deal Puts BMNR Stock Back in the Spotlight

3 May 2026
The Ethereum Foundation sold 10,000 ETH to Bitmine Immersion Technologies for about $22.9 million in a private deal, bringing Bitmine’s holdings to over 5 million ETH, or 4.2% of the total supply. The transaction was completed at an average price of $2,292.15 per ETH. BMNR last closed at $21.88 on Friday. Ether traded near $2,327.
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