XCF Global’s Reno Restart Test: June SAF Launch Carries a $120 Million Revenue Goal

XCF Global on Monday said it’s planning to bring its New Rise Renewables Reno plant back online in June, outlining ambitious 2027 goals that would shift the Nasdaq-listed SAF producer from initial ramp-up into true commercial territory. Management is targeting net revenue between $110 million and $120 million and sees renewable fuel output ranging from 40 million to 43 million gallons for the year ending Dec. 31, 2027.

NASDAQ:XCFG · Technology
Uber Stock Gets Fresh BofA Buy Call as Robotaxi Bet Nears a Bigger Test

Uber Stock Gets Fresh BofA Buy Call as Robotaxi Bet Nears a Bigger Test

BofA Securities stuck with its Buy call on Uber Technologies, leaving its $103 price target unchanged on Monday. The analysts flagged continued strength in Mobility and Delivery bookings, and highlighted the upside they see in Uber’s autonomous vehicle efforts. Extra merchant-fee revenue, the firm added, has the potential to either lift EBITDA—earnings before interest, taxes, depreciation and amortization—or help bankroll additional growth.
4 May 2026
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Taiwan Semiconductor Manufacturing Company Limited Stock Jumps as TSMC’s Longtan Fab Plan Returns

Taiwan Semiconductor Manufacturing Company Limited Stock Jumps as TSMC’s Longtan Fab Plan Returns

Taiwan Semiconductor Manufacturing Company Limited is back to requesting approval for an advanced wafer fab at Hsinchu Science Park’s Longtan campus, according to the park bureau Monday. The chipmaker’s expansion plan—on ice since three years ago—returns to the table. A wafer fab, for reference, is a facility that turns silicon wafers into chips.
4 May 2026
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BlackBerry Stock Jumps As QNX Software Puts Its Old Phone Name Back On Wall Street’s Radar

BlackBerry Stock Jumps As QNX Software Puts Its Old Phone Name Back On Wall Street’s Radar

BlackBerry stock surged Monday, gaining 13% in premarket trading after a Wall Street Journal feature sparked renewed interest in QNX—its embedded software arm used in vehicles, healthcare settings, and industrial applications. The article put a spotlight on BlackBerry’s pivot away from smartphones, focusing on its move toward higher-margin software, Investing.com noted.
4 May 2026
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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

The Ethereum Foundation has wrapped up its sale of 10,000 ether to Bitmine Immersion Technologies Inc, a deal that expands the NYSE-listed firm’s already sizable Ethereum stake. Bitmine picked up the tokens at an average of $2,292.15 apiece—so, roughly $22.9 million total—in an over-the-counter transaction, keeping the trade out of public markets.
3 May 2026
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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

With Kevin McGurn stepping in as interim CEO at Trump Media & Technology Group Corp., the debate over breaking up the company is right back in the spotlight for DJT stock. Investors are left to consider whether Truth Social should remain grouped with the firm’s crypto holdings and a nuclear-fusion deal still in the works. Speaking to the Wall Street Journal, McGurn said both splitting and keeping the units together are under review, but made it clear “the one that we’re pursuing is the spinout,” TheFly reported.
3 May 2026
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Nvidia’s Physical AI Push Is Pulling Asia’s Tech Stocks Into a New Race

Nvidia’s Physical AI Push Is Pulling Asia’s Tech Stocks Into a New Race

Nvidia’s focus on “physical AI”—that is, artificial intelligence powering robots, vehicles, and factory systems operating in the real world—has been pulling more attention to the chipmaker, especially as Asian suppliers take on a larger role in its supply chain. Bloomberg data put Asian firms at roughly 90% of Nvidia’s production costs now, a jump from about 65% a year ago.
3 May 2026
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Teradyne Stock Faces Fresh AI Test as 10-Q Shows Record Revenue, Limited Visibility

Teradyne Stock Faces Fresh AI Test as 10-Q Shows Record Revenue, Limited Visibility

Teradyne Inc. revealed a striking jump in its latest quarter, with revenue for the first three months almost doubling as demand swelled for its chip-testing gear—key systems used for data center compute chips. The company’s Form 10-Q, posted Friday, delivers the most up-to-date details for investors tracking whether the AI-driven surge in test equipment sales has more room to run.
3 May 2026
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Arm Holdings Faces Fresh Malaysia Probe Heat Days Before Its Next Earnings Test

Arm Holdings Faces Fresh Malaysia Probe Heat Days Before Its Next Earnings Test

Malaysia’s anti-graft agency has called in former economy minister Rafizi Ramli for questions tied to a government chip-design agreement with Arm Holdings plc, throwing fresh political and governance uncertainty over the British semiconductor firm just ahead of its next earnings release. The agency confirmed to Bloomberg on Sunday that Rafizi was summoned as part of its probe into the Arm deal.
3 May 2026
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Sivers Semiconductors’ Nasdaq Push Faces a May Deadline After Report Delay

Sivers Semiconductors’ Nasdaq Push Faces a May Deadline After Report Delay

Sivers Semiconductors AB is staring down a tight week: shareholders must respond to a notice by May 5, ahead of a May 11 vote on the chipmaker’s planned 125 million Swedish crown directed share issue at an extraordinary meeting. The Kista-based company has also delayed its 2025 annual report, shifting attention to its U.S. audit work and a potential Nasdaq New York dual listing.
3 May 2026
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Everspin Stock Jumps After $40 Million Defense MRAM Deal — Why Investors Are Watching Now

Everspin Stock Jumps After $40 Million Defense MRAM Deal — Why Investors Are Watching Now

Everspin Technologies shot higher in the latest U.S. session. The Chandler, Arizona memory-chip company notched stronger first-quarter product sales and announced a $40 million MRAM deal tied to defense—a contract that could boost revenue over the coming 30 months. Shares changed hands at $21.49, a gain of $3.19 from the previous close, with volume reaching roughly 4.7 million shares. Market cap sat near $497 million.
3 May 2026
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BlackBerry Limited’s Hidden QNX Comeback Is Running Inside 275 Million Cars

BlackBerry Limited’s Hidden QNX Comeback Is Running Inside 275 Million Cars

BlackBerry Limited’s QNX division landed in the spotlight this Saturday after a Wall Street Journal piece described its quiet dominance as the operating backbone for key car safety features—think lane-keeping assist, adaptive cruise, and crash alerts. According to the article, QNX now runs inside more than 275 million vehicles globally and makes up roughly half of BlackBerry’s revenue. That’s a striking shift for a brand still largely associated with its classic phones.
2 May 2026
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US Stock Market Today Updates

AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

Kodiak Gas Services

NYSE:KGS • Energy infrastructure 88/100 • ★★★★☆
#2 STRONG BUY

Neurocrine Biosciences

NASDAQ:NBIX • Healthcare 87/100 • ★★★★☆
#3 STRONG BUY

Alphabet Class A

NASDAQ:GOOGL • Communication services 85/100 • ★★★★☆
#4 BUY ON WEAKNESS

Applied Materials

NASDAQ:AMAT • Semiconductor equipment 84/100 • ★★★★☆
#5 ACCUMULATE

JPMorgan Chase

NYSE:JPM • Financials 80/100 • ★★★★☆
View full portfolio
Editorial model selection. Not personalised advice.
MARKET CALENDAR

Key Events Today

The catalysts most likely to move markets.

#1

Consumer Confidence • 10:00 ET

A large surprise can reset expectations for household spending and near-term growth, with read-through to Treasuries, USD and cyclical stocks.

#2

New Home Sales • 10:00 ET

Housing remains highly rate-sensitive; the print can move homebuilders, mortgage-sensitive names and the long end of the Treasury curve.

#3

Intuit earnings • After close

Guidance can influence software multiples and sentiment around U.S. small-business activity.

View full calendar
Times and estimates may change. Verify before trading.