Today: 27 May 2026

Lam Research (LRCX) stock holds up after Taiwan tool order, Needham target hike as markets slide

Lam Research (LRCX) stock holds up after Taiwan tool order, Needham target hike as markets slide

Lam Research shares were little changed Tuesday after Winbond Electronics announced a T$6.81 billion ($215.66 million) equipment order from a Lam subsidiary. Needham raised its price target for Lam to $250 from $160. The stock traded at $223.01 by late morning. Investors are watching Lam’s Jan. 28 earnings for signals on chip-factory spending.
20 January 2026
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CoreWeave stock (CRWV) drops as tariff jitters and lawsuit chatter pressure AI cloud name

CoreWeave stock (CRWV) drops as tariff jitters and lawsuit chatter pressure AI cloud name

CoreWeave shares fell 5.6% to $95.59 Tuesday after a law firm filed a securities class action alleging the company misled investors about demand and supplier risks. The drop outpaced declines in Nvidia and Microsoft as U.S. tariff threats against Europe fueled broader tech sector losses. Investors have until March 13 to seek lead plaintiff status in the lawsuit.
20 January 2026
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Rocket Lab stock slides as analysts lift targets — what RKLB traders are watching next

Rocket Lab stock slides as analysts lift targets — what RKLB traders are watching next

Rocket Lab shares fell 3.9% to $92.60 by late morning Tuesday, tracking declines in the S&P 500 and Nasdaq. BofA doubled its price target to $120 while Goldman Sachs raised its target to $69 but kept a neutral rating. Shares traded between $91.60 and $98.27, below their 52-week high. Rocket Lab’s next earnings report is expected after the close on Feb. 26.
20 January 2026
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Amazon taps Rio Tinto’s low-carbon “Nuton” copper for AWS data centers as AI buildout bites

Amazon taps Rio Tinto’s low-carbon “Nuton” copper for AWS data centers as AI buildout bites

Rio Tinto and Amazon Web Services signed a two-year agreement for AWS to use “low-carbon” copper, produced with Rio’s Nuton bioleaching technology, in U.S. data centers. The copper, sourced from Gunnison Copper’s Johnson Camp mine in Arizona, has a reported carbon footprint of 2.82 kg CO2 per kg. AWS will also provide cloud analytics to optimize mining. Planned output is 30,000 tonnes over four years.
20 January 2026
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Oracle stock price slides as tariff fears hit tech — what ORCL investors watch next

Oracle stock price slides as tariff fears hit tech — what ORCL investors watch next

Oracle shares fell 3.9% to $183.71 Tuesday amid broader market declines after President Trump renewed tariff threats against Europe. The drop follows Oracle’s December disclosure that capital spending would rise $15 billion in fiscal 2026. Bondholders last week sued Oracle over alleged nondisclosure of extra borrowing tied to a $300 billion deal with OpenAI. The company has not commented on the lawsuit.
20 January 2026
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GE Vernova stock (GEV) rises even as a Japan wind delay puts turbines back in focus

GE Vernova stock (GEV) rises even as a Japan wind delay puts turbines back in focus

GE Vernova shares rose 1.9% to $694.32 Tuesday, bucking a broader market drop. Mitsui & Co’s offshore wind project in Japan will switch to smaller turbines and delay construction by a year after GE Vernova scrapped its 18-MW model. The SPDR S&P 500 ETF fell about 1.1%. Offshore wind developers continue to adjust plans as costs rise.
20 January 2026
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AST SpaceMobile stock barely budges after Deutsche Bank lifts target to $137

AST SpaceMobile stock barely budges after Deutsche Bank lifts target to $137

AST SpaceMobile shares slipped 0.2% to $115.59 Tuesday after Deutsche Bank raised its price target to $137. The company is producing six satellites a month in Midland, Texas, and expects to launch its seventh satellite, BlueBird FM2, in the coming weeks. AST aims for 45 to 60 satellites in orbit by year-end. Investors are watching for launch execution, hardware performance, and regulatory updates.
20 January 2026
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Applied Materials stock slides nearly 3% as tariff fears whip markets, despite fresh Needham boost

Applied Materials stock slides nearly 3% as tariff fears whip markets, despite fresh Needham boost

Applied Materials shares fell 2.8% to $317.70 Tuesday, underperforming the tech sector as Trump’s renewed tariff threats on Europe drove volatility higher. The Cboe Volatility Index hit an eight-week high. Investors shifted focus to Applied’s Feb. 12 earnings report. A Needham analyst raised the company’s price target to $390, citing strong chip-tool demand.
20 January 2026
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IBM, Expedia and AIG land on new “avoid” lists as S&P 500 jitters return

IBM, Expedia and AIG land on new “avoid” lists as S&P 500 jitters return

U.S. stocks fell sharply Tuesday after new tariff threats tied to a Greenland dispute, with the S&P 500 down 1.29% at 9:39 a.m. ET. StockStory flagged Expedia, United Rentals, IBM, J.M. Smucker, Masco, and AIG as S&P 500 stocks to avoid, citing slowing growth and weak margins. Benzinga last week named Tesla, GE HealthCare, and UnitedHealth as “sell” picks for 2026.
20 January 2026
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Eli Lilly stock price edges higher after FDA breakthrough nod for ovarian cancer drug

Eli Lilly stock price edges higher after FDA breakthrough nod for ovarian cancer drug

Eli Lilly shares rose about 0.2% Tuesday after the FDA granted Breakthrough Therapy designation to its experimental ovarian cancer drug, sofetabart mipitecan. The stock traded near $1,040 as the broader market fell 1%. The designation covers patients with platinum-resistant disease who have tried other therapies. Bernstein maintained its Outperform rating and $1,300 price target.
20 January 2026
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Asus hits pause on smartphones: no new Zenfone or ROG Phone models expected in 2026

Asus hits pause on smartphones: no new Zenfone or ROG Phone models expected in 2026

Asus chairman Jonney Shih said the company will stop launching new smartphone models, putting its Zenfone and ROG Phone lines on indefinite hold. Asus will shift resources to commercial PCs and AI hardware, with no new phones planned for 2026. The company has not set a timeline for resuming phone development. Existing mobile users face uncertainty over future support.
20 January 2026
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Amazon’s AWS European Sovereign Cloud Is Powering New “Forever Portfolio” Stock Picks — Here’s Who Else Made the Cut

Amazon’s AWS European Sovereign Cloud Is Powering New “Forever Portfolio” Stock Picks — Here’s Who Else Made the Cut

Amazon shares fell about 2% Tuesday as analysts continued to cite AWS’s strength in “forever stock” lists. AWS last week launched its European Sovereign Cloud, with a new data center in Brandenburg and over 7.8 billion euros pledged. Microsoft and Google are also expanding EU-based cloud offerings. AWS reported $93.1 billion in net sales and $33.1 billion in operating income for the first nine months of 2025.
20 January 2026
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Stock Market Today

  • Walmart's Stock Faces Pullback Risk Despite Strong Fundamentals
    May 27, 2026, 5:31 PM EDT. Walmart Inc. (NYSE: WMT) is at a technical market top following weaker-than-expected Q2 and full-year 2027 guidance, risking a pullback of $10 or more. Despite this, 34 analysts maintain a consensus Buy rating with a $139 price target, reflecting a 94% Buy-side bias. The stock trades at a high valuation of 44 times current-year earnings, and persistent consumer inflation pressures may keep shares range-bound into 2027. Technical indicators, such as the MACD convergence, signal a market top unlikely to be broken until new bullish catalysts emerge, likely later this year. Institutional investors and family holdings own roughly 80% of shares and continue to accumulate, suggesting confidence despite near-term volatility.

Latest articles

Snowflake shares rise on $6 billion AWS deal, driven by AI cloud demand

Snowflake shares rise on $6 billion AWS deal, driven by AI cloud demand

27 May 2026
Snowflake raised its fiscal 2027 product revenue outlook to $5.84 billion after first-quarter product revenue rose 34% to $1.33 billion. The company signed a $6 billion, five-year cloud infrastructure deal with Amazon Web Services focused on Graviton chips and AI. Shares jumped 29% after hours. Snowflake reported a GAAP net loss of $295.6 million for the quarter.
Synopsys Shares Up Ahead of Earnings; Wednesday in Focus for Next Direction

Synopsys Raises AI-Chip Forecast, but the Stock Still Finds the Weak Spot

27 May 2026
Synopsys raised its annual revenue and profit outlook after fiscal Q2 sales and adjusted earnings beat estimates, reporting $2.28 billion in revenue and $3.35 per share. Shares fell over 2% after hours as investors focused on weakness in the chip-IP unit and costs from the Ansys acquisition. Design Automation revenue rose sharply, while Design IP sales and margins declined. Jesse Cohn of Elliott will join the board June 1.
Wolfspeed Stock Just Hit a Wall After Its AI Surge. The Risk Traders Can’t Ignore

Wolfspeed Stock Just Hit a Wall After Its AI Surge. The Risk Traders Can’t Ignore

27 May 2026
Wolfspeed Inc. shares plunged 14.3% to $63.00 Wednesday as the recent AI power-chip rally lost steam. The company posted a fiscal Q3 net loss of $119.9 million on $150.2 million revenue and reported $1.2 billion in liquidity. The iShares Semiconductor ETF slipped 1.1%. Wolfspeed emerged from Chapter 11 last year after cutting debt by nearly 70%.
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