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Microsoft Pushes Maia 200 Chip, Claims Lower Inference Costs Than Nvidia

Anthropic in talks with Microsoft to use its AI chips

Walmart Q1 Earnings Strong with 26% E-com Growth, Shares Drop 3%

Walmart CFO: Tariff Refunds Account for Less Than 0.5% of US Annual Sales

Nvidia China Revenue Drops 53% to $4.55B, Total Sales Surge 85% to $81.6B, Customer Concentration Risk Rises

Walmart's Q1 Operating Profit Eclipsed by $175 Million in Fuel Costs

Walmart's AI Shopping Assistant Sees 100% Surge in Weekly Active Users Last Quarter

Intel's CEO Liu Lan Announces Strict New Discipline: Chips Must Pass First Tape-Out or Face Termination to Match Nvidia

Wall Street Analysts Adjust Price Targets: Baird Raises Nvidia Target to $500

Eli Lilly Announces Positive Phase 3 Results for Retatrutide, Showing Significant Weight Loss in Obese Patients

UBS raises Nvidia price target to $280

Microsoft Teams with Multiple Organizations to Invest Over $1 Billion in New Plan to Accelerate Enterprise AI Transformation

Walmart Q1 US Same-Store Sales Grow 4.1%, Beating Expectations

EY and Microsoft Announce Global AI Partnership to Scale Customer Value Creation

Walmart Q1 Revenue Hits $177.75 Billion, Beating Estimates

Eli Lilly's Retatrutide 12mg Dose Achieves 30.3% Average Weight Loss at 104 Weeks

Eli Lilly: Patients on Highest Dose of Retatrutide Achieve 28.3% Weight Loss

Bill Ackman Significantly Increases Stakes in Microsoft and Amazon, Cuts Alphabet by 95%

UK Payment Systems Regulator to Seek Comments on Mastercard and Visa's UK Profitability Reports

Micron Recruits HBM Core Talent in Seoul, Exposing Samsung's Labor Pain Points

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Liminatus Pharma

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LLYX

ELIL

Eli Lilly's experimental weight-loss injection, retatrutide, demonstrated significant efficacy in a Phase 3 trial, with participants losing up to 28.3% of their body weight. Nearly half of the participants lost over 30%. This medication, which combines GIP, GLP-1, and glucagon, may rival bariatric surgery in effectiveness. Side effects included nausea and diarrhea, with some participants discontinuing due to these issues. Retatrutide is anticipated to enhance Lilly's obesity treatment portfolio.

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Eli Lilly

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Lilly's new experimental shot produced 28% weight loss

ELIS

LABU

Eli Lilly reported positive results from the Phase III TRIUMPH-1 trial for Retatrutide, showing significant weight loss in adults with obesity. At 80 weeks, participants lost an average of 64.4 pounds (25.9%) on the 9 mg dose and 70.3 pounds (28.3%) on the 12 mg dose. Additionally, 65.3% of those on the 12 mg dose achieved a BMI below 30. The drug also improved cardiovascular risk factors. Lilly shares closed at $1,018.87, down 0.25%.

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Lilly Reports Positive Topline Data From Phase III Obesity Study Of Retatrutide

NVDA

SOXL

NVDU

NVDL

Micron Technology Inc (MU) stock rose 2.1% to $747.70 premarket, driven by strong demand for AI-related semiconductors following NVIDIA's impressive earnings report. Analysts have raised Micron's price targets significantly, reflecting optimism about AI infrastructure spending and tighter memory supply. The upcoming earnings report on June 24, 2026, is anticipated to show substantial growth, with EPS estimates at $19.01 and revenue at $33.60 billion. The stock holds a Buy rating with an average target of $620.43.

- Micron Technology Inc. saw its shares rise as investors reacted positively to strong AI-related demand and bullish analyst targets, backed by NVIDIA's robust quarterly results.  
- Analysts anticipate sustained AI infrastructure spending, tight memory supplies, and rising demand for high-performance chips, with Micron’s price targets lifted significantly.  
- NVIDIA reported first-quarter revenues of $81.615 billion, with projected continued growth, influencing optimism around Micron as a key player in the AI memory market.

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Citigroup

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NVIDIA Corporation

CITIGROUP INC 6.250 NON CUM SER II PFD WI

Mizuho Financial Group, Inc.

What Is Going On With Micron Stock On Thursday?

APLD

AVEX

US equity futures fell as optimism from a surge in Korean stocks faded after Iran rejected Trump's uranium demands, causing oil prices to rise. Nvidia's earnings failed to boost the AI sector, while Intuit's stock dropped 13% due to workforce cuts. Aevex Corp. and Applied Digital saw gains after positive earnings and contracts. Samsung avoided a strike with a last-minute union deal. Overall, market sentiment weakened amid geopolitical tensions and concerns over inflation.

- U.S. equities experienced a volatile day, driven by significant gains in Asian markets, particularly in Korea, but faced setbacks after Iran rejected a U.S. ceasefire demand, contributing to a rise in oil prices and Treasury yields.  
- Nvidia's earnings results generated mixed reactions, leading to stable performance in its shares, while Intuit's workforce cuts and disappointing earnings caused its stock to drop significantly.  
- Investors are closely watching ongoing geopolitical tensions and their potential impact on global markets, alongside economic indicators and corporate earnings reports due today.

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Aevex

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Intuit

Tesla

Amazon

Alphabet

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Apple

Microsoft

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Nebius

Bloom Energy

Samsung Electronics 

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

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JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

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Futures Slump, Ignoring Korean Euphoria , After Iran Rejects Trump Enriched Uranium Demands

NVDY

U.S. stock futures rose early Thursday as investors evaluated Nvidia's earnings report, which exceeded expectations and included a dividend increase. Futures for the DJIA, NDX, and SPX were up 0.21%, 0.07%, and 0.12%, respectively. Major indices rebounded on Wednesday, breaking a three-day losing streak. Traders are anticipating earnings from several companies and monitoring economic data releases. Meanwhile, European stocks also edged higher amid Middle East developments.

- U.S. stock futures rose early Thursday as investors analyzed Nvidia's earnings and monitored Middle East developments.  
- Nvidia exceeded earnings expectations and increased its dividend, prompting favorable movement in major stock indices which had increased the previous day.  
- Mixed trading was observed in Asia-Pacific markets, with some indices gaining while others, like Hong Kong’s Hang Seng, declined amid optimistic sentiments regarding potential peace negotiations with Iran.

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YieldMax NVDA Option Income Strategy ETF

Stock Market News, 5/21/26 – U.S. Futures Edge Higher as Investors Assess Nvidia Earnings

Nebius shares rose 8% in premarket trading following a partnership with Bloom Energy to deploy fuel cell technology for its AI infrastructure, expected to deliver 328 MW this year. Additionally, unverified reports suggest a 30% price increase for on-demand access to Nvidia GPUs. The partnership could cost Nebius up to $2.6 billion over ten years, providing clean, modular power for its AI cloud platform amid rising competition in the sector.

- Nebius has increased by 8% in premarket trading due to a partnership with Bloom Energy to utilize fuel cell technology for powering its AI infrastructure, expecting 328 MW installed capacity this year.  
- The company may also raise its on-demand GPU access prices by ~30%, which, if accurate, suggests strong demand for computing resources.  
- Bloom's systems will provide cleaner electricity for Nebius's full-stack AI platform in the US, with plans for global expansion, costing up to $2.6 billion in aggregate fees.

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IREN

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Nebius soars on new energy partnership worth up to $2.6 billion with Bloom Energy, and unverified reports about price hikes

NVDQ

NVDX

Nvidia reported a record $81.6 billion in fiscal Q1 revenue, an 85% increase year-over-year, surpassing analyst expectations due to strong data center demand. CEO Jensen Huang launched the Vera CPU, targeting a $200 billion market and projected to contribute $20 billion in revenue this year. However, shares declined as investors considered rising competition, supply constraints, and uncertainties in the China market.

- Nvidia's fiscal Q1 revenue reached $81.6 billion, marking an 85% year-over-year increase and exceeding analyst predictions, fueled by high data center demand.  
- CEO Jensen Huang unveiled the Vera CPU, targeting a $200 billion market, which is anticipated to contribute $20 billion to revenue this fiscal year.  
- Despite promising guidance and returns for investors, Nvidia's shares declined due to concerns about escalating competition, supply constraints, and uncertainties in the Chinese market.

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Nvidia posts record $81.6B quarter, unveils Vera CPU

GOOGL

GGLL

On CNBC's 'Final Trades', Joshua Brown recommends Nvidia after strong Q1 results, with revenue up 85% year-over-year. Jim Lebenthal picks Delta Air Lines, supported by an upgraded price target from Bernstein. Stephen Weiss favors Alphabet, backed by Wells Fargo's Overweight rating. Joseph Terranova selects Goldman Sachs, which also reported better-than-expected earnings. Nvidia shares rose 1.3%, Delta Air jumped 9.4%, Alphabet gained 0.3%, and Goldman Sachs increased by 5.8%.

- Nvidia Corporation reported first-quarter revenue of $81.615 billion, exceeding expectations with an 85% year-over-year increase, and issued strong guidance for the second quarter.  
- Delta Air Lines received an Outperform rating from Bernstein, resulting in a price target increase from $81 to $88, while Alphabet Inc. saw a boost in its price target from $427 to $435 by Wells Fargo.  
- Goldman Sachs also beat earnings estimates, reporting $17.55 per share and $17.227 billion in quarterly sales, contributing to significant gains in share prices across all discussed companies.

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Delta Air Lines

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Nvidia, Alphabet, Delta Air And A Financial Stock On CNBC's 'Final Trades'

AMUU

The Dow rose 0.96% due to optimism from Iran talks and SpaceX IPO news. Oil prices dropped below $100 per barrel, alleviating inflation concerns. Goldman Sachs gained nearly 5% from its involvement in the SpaceX IPO, while Nvidia and AMD saw increases due to chip supply issues.

- Optimism regarding Iran talks and SpaceX IPO news drove gains in major U.S. indexes, with the Dow increasing by 0.96%.  
- Crude oil prices fell below $100 per barrel due to diplomatic progress with Iran, alleviating inflation concerns and supporting equity markets.  
- Notable stock movements included Goldman Sachs rising nearly 5% from its role in the SpaceX IPO, while Nvidia and AMD benefited from chip supply issues.

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Dow Jones Industrial Average

Dow climbs on Iran talks progress and SpaceX IPO boost

INCY

Eli Lilly has acquired Engage Biologics for up to $202 million, enhancing its capabilities in non-viral DNA delivery. Bristol Myers Squibb has partnered with Anthropic to implement the Claude platform across its operations, while Incyte expands its collaboration with Genesis Molecular AI, potentially exceeding $1 billion. Additionally, the FDA has granted two new indications for Enhertu in early-stage HER2-positive breast cancer, marking its entry into curative-intent treatment.

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