Today: 4 May 2026

MongoDB stock slides on “MongoBleed” security update as agencies warn of active exploitation

MongoDB stock slides on “MongoBleed” security update as agencies warn of active exploitation

MongoDB shares fell 2.9% to $423.14 Monday after the company disclosed a server vulnerability known as “MongoBleed.” U.S. and Australian cyber agencies warned the flaw is being exploited and set a federal patch deadline for Jan. 19. The vulnerability, tracked as CVE-2025-14847, affects multiple server versions. Most cloud-software peers saw smaller declines.
Marvell stock slips today as chips cool into year-end; MRVL traders eye Fed minutes and CES

Marvell stock slips today as chips cool into year-end; MRVL traders eye Fed minutes and CES

Marvell shares fell 0.6% to $85.76 as chip stocks traded mixed ahead of year-end. Nvidia and Broadcom slipped, while Intel rose after a filing showed Nvidia bought $5 billion in Intel shares. The Dow lost 0.51%, S&P 500 dropped 0.35%, and Nasdaq fell 0.5%. Investors are watching Fed minutes, jobless claims, and Marvell’s upcoming CES CEO appearance.
Oklo stock drops nearly 4% after co-founders shift 15 million OKLO shares into trusts

Oklo stock drops nearly 4% after co-founders shift 15 million OKLO shares into trusts

Oklo shares fell 3.7% to $74.09 Monday after SEC filings showed CEO Jacob DeWitte and COO Caroline Cochran transferred about 15.4 million shares, worth $1.1 billion, into family and annuity trusts at no cost. The stock slipped another 1% after hours. Trading volume reached 8.4 million shares. Broader markets closed lower ahead of key U.S. economic data and Fed minutes.
30 December 2025
Reddit stock jumps as Needham flags AI-search tailwind — here’s what’s next for RDDT

Reddit stock jumps as Needham flags AI-search tailwind — here’s what’s next for RDDT

Reddit shares rose 4% to $234.65 late Monday after opening at $225 and trading as high as $235.95. CTO Christopher Slowe disclosed sales of Class A shares under a preset plan after the bell. The gains came as investors weighed Reddit’s role as a cited source in AI-generated search results. The stock remains below its September peak despite a sharp rally since its March 2024 IPO.
JNJ stock today: J&J closes $3.05B Halda cancer deal, flags EPS hit — what’s next

JNJ stock today: J&J closes $3.05B Halda cancer deal, flags EPS hit — what’s next

Johnson & Johnson closed its $3.05 billion cash acquisition of Halda Therapeutics, a cancer drug developer, on Monday. The company said it expects about $0.20 in adjusted EPS dilution, split between the fourth quarter and 2026. JNJ shares ended down 0.02% at $207.56. Investors await the Jan. 21 earnings call for 2026 guidance.
Disney stock ends higher as late SEC filing flags exec sale heading into final 2025 sessions

Disney stock ends higher as late SEC filing flags exec sale heading into final 2025 sessions

Disney shares rose 0.55% to $114.19 Monday, bucking declines in major U.S. indexes. A late SEC filing showed Sonia L. Coleman, Disney’s chief people officer, sold 2,431 shares for about $277,000 under a pre-arranged plan after a holiday delay in EDGAR access. Trading volume was below average ahead of year-end. Investors await Disney’s January dividend and new U.S. economic data Tuesday.
30 December 2025
IBM stock price today: shares inch up into year-end as investors eye Fed minutes and IBM earnings

IBM stock price today: shares inch up into year-end as investors eye Fed minutes and IBM earnings

IBM shares rose 0.2% to $305.71 on Monday, outperforming a broader market drop as the S&P 500 fell 0.3%. The move came amid thin year-end trading and news of former CEO Louis Gerstner’s death at 83. Investors now await Fed meeting minutes and jobless claims later this week. No major IBM-specific announcements were reported during the session.
Chevron stock today: CVX closes higher as oil jumps and $120 million Frontera deal hits tape

Chevron stock today: CVX closes higher as oil jumps and $120 million Frontera deal hits tape

Chevron shares closed up 0.7% at $150.99 as oil prices climbed more than 2% on supply concerns tied to Ukraine and Yemen. Frontera Energy announced a two-year crude prepayment deal worth up to $120 million with a Chevron unit. Kazakhstan’s oil output dropped 6% in December, led by a 10% fall at the Chevron-led Tengiz field after export disruptions. U.S. crude inventories rose by 405,000 barrels last week.
Arista Networks stock climbs in choppy year-end trade — ANET price move and what investors watch next

Arista Networks stock climbs in choppy year-end trade — ANET price move and what investors watch next

Arista Networks shares rose 1.75% to $134.15 Monday, outperforming a broader tech selloff that saw the Nasdaq fall 0.50% and the S&P 500 drop 0.35%. Trading volume was light ahead of the New Year holiday. Investors are watching Tuesday’s U.S. housing and Chicago business-activity data for direction. Arista’s stock traded between $130.02 and $135.25 during the session.
30 December 2025
SoFi stock today: SOFI slips in after-hours as year-end trading turns cautious

SoFi stock today: SOFI slips in after-hours as year-end trading turns cautious

SoFi Technologies shares closed down 0.9% at $26.82 Monday and were flat after hours, trading below this month’s $27.50 equity offering price. The company recently launched a fully reserved stablecoin and raised $1.5 billion in new shares. Broader U.S. markets slipped, with the S&P 500 down 0.35% and Nasdaq off 0.5% on light volume. SoFi’s next earnings are expected Jan. 26, 2026.
30 December 2025
Nebius (NBIS) stock slips after insider sale notices hit SEC filings in thin year-end trade

Nebius (NBIS) stock slips after insider sale notices hit SEC filings in thin year-end trade

Nebius Group shares fell 1.8% to $86.04 in after-hours trading after SEC filings showed founder Arkady Volozh and two other insiders plan to sell 45,600 shares around year-end. The transactions, described as “sell-to-cover,” are scheduled for Dec. 31 and Jan. 2. The Nasdaq closed down 0.5%. Nebius traded between $84.25 and $88.55 on Monday with 8.1 million shares changing hands.
30 December 2025

Stock Market Today

  • Bloom Energy Stock Valuation Diverges Amid Strong Share Price Rally
    May 3, 2026, 8:36 PM EDT. Bloom Energy (BE) shares surged 114.2% in the past month and 194.38% year to date, spotlighting its volatile valuation. The stock trades around a 22.7% discount to one intrinsic value estimate but contrasts sharply with a popular narrative valuing it at just $111.18, suggesting it is 161.3% overvalued. This discrepancy stems from differing assumptions on growth, profitability, and risks such as fuel cell regulation and competition from zero-emission rivals. Meanwhile, a discounted cash flow (DCF) model estimates fair value at $375.59, implying the stock trades at a discount to projected cash flows. This split in valuation highlights investor debate over whether market momentum or fundamental cash flow analysis better captures Bloom Energy's prospects amid ongoing cost reductions and AI-driven manufacturing efficiency gains.

Latest article

Navitas Semiconductor Stock Is Running Hot. Tuesday Will Test the AI Power Story

Navitas Semiconductor Stock Is Running Hot. Tuesday Will Test the AI Power Story

4 May 2026
Navitas Semiconductor shares rose 5.76% to $17.45 Friday on heavy volume ahead of first-quarter results due Tuesday. The company forecast Q1 revenue of $8.0–$8.5 million after posting a $41.4 million loss last quarter. Management highlighted new high-power chips for AI data centers but warned that design wins do not guarantee near-term sales. CEO Chris Allexandre and CFO Tonya Stevens will discuss results May 5.
Eaton Stock Faces May 5 Test as AI Data Center Bets Meet Earnings Reality

Eaton Stock Faces May 5 Test as AI Data Center Bets Meet Earnings Reality

4 May 2026
Eaton will report first-quarter results before the NYSE opens Tuesday, following its Boyd Thermal acquisition and push into AI data-center power systems. Shares closed Friday at $425.55, down 1.72%, with a market value near $166 billion. Wall Street expects adjusted earnings of $2.75 per share for the March quarter. Investors are watching for signs that AI data-center demand is driving orders and profit.
Blue Owl Capital Faces Fresh Private-Credit Test After Brown Slashes OBDC Stake

Blue Owl Capital Faces Fresh Private-Credit Test After Brown Slashes OBDC Stake

4 May 2026
Brown University cut its stake in Blue Owl Capital Corp’s main private-credit fund by 53%, holding 1.5 million OBDC shares at March 31, down from 3.2 million at the end of 2025. Blue Owl’s quarterly filing showed revenue rose to $753.8 million, net income doubled to $15.5 million, but its direct-lending strategy posted a 1.1% net loss as repayments outpaced new loans.
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