Today: 3 May 2026

Meta stock forecast 2026: New scam-ad “playbook” scrutiny collides with a bigger AI spend plan

Meta stock forecast 2026: New scam-ad “playbook” scrutiny collides with a bigger AI spend plan

Internal documents reviewed by Reuters show Meta developed a “playbook” to delay stricter rules on scam ads and resisted universal advertiser verification, citing up to $9.3 billion in potential exposure. Meta shares rose 1.1% on Dec. 30 after announcing the acquisition of AI startup Manus, but closed at about $660, down 0.9%. The company expects 2026 capital spending to grow faster than in 2025.
Tesla stock forecast 2026: Baird sticks with $548 target as robotaxi milestones loom

Tesla stock forecast 2026: Baird sticks with $548 target as robotaxi milestones loom

Baird reaffirmed a $548 price target for Tesla, citing robotaxi progress and regulatory developments as key 2026 drivers. Tesla posted analyst delivery estimates showing a dip to 1.64 million vehicles in 2025, with only a slight rebound in 2026. BYD is set to surpass Tesla in annual EV sales, intensifying competition. Tesla shares last traded at $449.72, down about 1%.
Axsome Therapeutics (AXSM) stock jumps after FDA sets April 30 decision for Alzheimer’s agitation drug

Axsome Therapeutics (AXSM) stock jumps after FDA sets April 30 decision for Alzheimer’s agitation drug

Axsome Therapeutics shares surged 23% to $182.64 after the FDA accepted its supplemental application for AXS-05 in Alzheimer’s agitation and granted priority review. The stock traded on heavy volume, swinging between $148.79 and $184.40. Axsome also said its AXS-12 narcolepsy drug remains on track for a January 2026 filing. Markets will reopen Friday after the New Year’s Day holiday.
DoorDash stock dips on year-end slide as markets shut for New Year’s Day — what’s next for DASH

DoorDash stock dips on year-end slide as markets shut for New Year’s Day — what’s next for DASH

DoorDash shares closed down 0.7% at $226.48 in the final U.S. trading session of 2025, with about 2.45 million shares changing hands. U.S. stock markets are closed Thursday for New Year’s Day and will reopen Friday. The S&P 500, Nasdaq, and Dow also ended the year lower. The deadline for eligible DoorDash workers to file claims in a $16.75 million settlement was December 31.
1 January 2026
Nvidia stock forecast 2026: China’s H200 chip rush sets up NVDA’s next big test

Nvidia stock forecast 2026: China’s H200 chip rush sets up NVDA’s next big test

Chinese tech firms have ordered over 2 million Nvidia H200 AI chips for 2026, far exceeding current stock, sources said. Nvidia has asked TSMC to boost production, but Beijing has not approved H200 imports. ByteDance may spend $14.3 billion on Nvidia chips if sales are allowed. U.S. authorities have granted TSMC, Samsung, and SK Hynix licenses to import chipmaking equipment to China for 2026.
Amazon stock forecast 2026: Analysts map 20%-plus upside for AMZN as cloud spending comes under scrutinyNEW YORK, January 1, 2026, 16:56 ET

Amazon stock forecast 2026: Analysts map 20%-plus upside for AMZN as cloud spending comes under scrutinyNEW YORK, January 1, 2026, 16:56 ET

Wall Street analysts project Amazon shares could rise 23% in 2026, with an average 12-month price target of $284.70 and expected revenue of $811.23 billion. AWS remains the main profit driver, accounting for about 60% of operating income, while capital spending is set to increase. Competition from Microsoft, Google, and Brookfield’s new Radiant cloud business adds pressure on margins and efficiency.
Texas Instruments stock today: TXN slides into 2026 after year-end chip selloff

Texas Instruments stock today: TXN slides into 2026 after year-end chip selloff

Texas Instruments shares fell $1.92, or 1.1%, to $173.49 Wednesday, capping a four-day slide and ending 2025 about 22% below their July peak. The SOXX ETF dropped 1.2% and SPY slipped 0.7% as Wall Street closed lower in thin year-end trading. Markets will reopen Friday after the New Year’s holiday. Texas Instruments is expected to report earnings around Jan. 22.
Palo Alto Networks stock slips into 2026 holiday pause as year-end tech selling bites

Palo Alto Networks stock slips into 2026 holiday pause as year-end tech selling bites

Palo Alto Networks shares closed down 1.42% at $184.20 on Dec. 31, tracking declines in other cybersecurity stocks as U.S. markets ended 2025 lower. The NYSE is closed for New Year’s Day, with trading set to resume Friday. Investors are awaiting early-January macro data and Palo Alto’s earnings update as key signals. The stock sits 18% below its 52-week high.
1 January 2026
Nebius stock dips into New Year holiday as insider sale notice puts Jan. 2 in focus

Nebius stock dips into New Year holiday as insider sale notice puts Jan. 2 in focus

Nebius Group shares closed down 1.7% at $83.71 in the final U.S. session of 2025. A Form 144 filing showed director Kira Radinsky plans to sell 500 Class A shares on Jan. 2. U.S. markets are closed for New Year’s Day and reopen Friday. The planned insider sale follows a year of increased investor attention after Nebius signed a multi-year AI infrastructure deal with Microsoft.

Stock Market Today

  • C3.ai (AI) Valuation Concerns Persist Amid Prolonged Share Price Decline
    May 3, 2026, 4:53 PM EDT. C3.ai's (AI) shares recently closed at $9.16, showing short-term gains but sustained long-term declines, including a 59.25% drop over one year and an 83.74% drop over five years. The company reported annual revenue of $307.4 million with an 8.88% decline and a net loss of $434.5 million. Market sentiment is cautious, with a bearish fair value estimate at $6.00, well below the current share price, reflecting concerns over future earnings growth and profit margins. However, potential catalysts such as stronger hyperscaler partnerships or government contracts could shift outlooks. Investors are urged to scrutinize financial risks and broad market factors before making decisions on C3.ai shares.

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Trump Media CEO Shake-Up Puts DJT Stock, Truth Social Spin-Off and $6 Billion Fusion Deal on the Line

Trump Media CEO Shake-Up Puts DJT Stock, Truth Social Spin-Off and $6 Billion Fusion Deal on the Line

3 May 2026
Trump Media interim CEO Kevin McGurn is considering spinning off Truth Social and Truth+ from the company’s crypto and fusion-energy ventures. DJT reported a 2025 net loss of $712.3 million on $3.7 million revenue, with shares last at $9.39. The spin-off plan is not final and depends on deal approvals and investor response. McGurn was named interim CEO on April 21, replacing Devin Nunes.
Oklo Inc. Insider Sale Notices Hit Before Earnings — What OKLO Stock Investors Need To Know

Oklo Inc. Insider Sale Notices Hit Before Earnings — What OKLO Stock Investors Need To Know

3 May 2026
Oklo executive Caroline Cochran filed to sell up to 300,000 Class A shares, valued at $21.75 million, according to a late-Friday Form 144 notice. Oklo shares closed at $70.40, down 2.9%, with a market value near $10.6 billion. The company reports first-quarter results after the market close on May 12. A separate filing showed CFO Craig Bealmear proposed selling 16,216 shares worth $1.13 million.
CoreWeave Stock Faces Make-or-Break Q1 Earnings Week After $154 Million Holder Sale

CoreWeave Stock Faces Make-or-Break Q1 Earnings Week After $154 Million Holder Sale

3 May 2026
Magnetar-linked entities sold 1.28 million CoreWeave shares for about $154 million on May 1, SEC filings show. CoreWeave, backed by Nvidia, will report first-quarter results on May 7 as investors watch for signs that AI cloud demand is translating into revenue. The stock last traded at $119.01, up 6.6% for a $59.3 billion market value. CoreWeave recently reported 2025 revenue of $5.13 billion and a net loss of $1.17 billion.
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