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ARM Holdings (ARM) Stock Surges 15% Following Cramer’s Endorsement and Record Earnings

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Key Takeaways ARM Holdings stock hovers around $223, climbing approximately 15% in recent trading, nearing its 52-week peak of $239.50 with a market capitalization exceeding $235 billion. CNBC’s Jim Cramer tweeted “ARM what a horse” on X, revealing his charitable trust maintains a position and believes the stock remains undervalued. Fiscal 2026 results showed revenue reaching $4.92 billion, representing 23% year-over-year growth, while non-GAAP earnings per share touched a record $0.60 in Q4, exceeding analyst expectations. In March 2026, CEO Rene Haas introduced ARM’s inaugural chip, the AGI CPU, with projections of $15 billion in annual revenue by 2031, triggering a 16% single-day stock surge. Wall Street remains optimistic, with Sanford C. Bernstein establishing coverage at Outperform and a $300 target, despite ongoing antitrust scrutiny that could pose headwinds. When Jim Cramer took to X this week with a succinct message about ARM Holdings — “ARM what a horse” — the mark...
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Dell (DELL) Q1 Earnings Preview: AI Server Margins Under the Microscope

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Quick Summary Dell Technologies releases Q1 FY2027 results after the closing bell on Thursday, May 28 Wall Street forecasts $3.00 earnings per share alongside revenue of $34.95 billion—representing a 49% annual increase The company started FY2027 carrying a $43 billion AI server order backlog following more than $25 billion in deliveries Bank of America maintained its Buy rating while lifting the price target to $280, anticipating beats and guidance increases DELL shares opened at $243.00, climbing 3.3%, trading within a 52-week span of $106.38 to $263.99 Dell Technologies faces a pivotal moment as it prepares to unveil Q1 FY2027 financial results on May 28, with investors focused on one critical issue: can the company convert its enormous AI server pipeline into sustainable profitability rather than just top-line expansion? Dell Technologies Inc., DELL DELL began Thursday’s session at $243.00, gaining 3.3% and commanding a market capitalization near $156.9 billion. The ...
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Vitalik Buterin Details Ethereum Upgrades to Boost Privacy Features

TLDR Vitalik Buterin outlined new Ethereum upgrades aimed at enabling native onchain privacy for users. The roadmap includes account abstraction FOCIL and keyed nonces to improve transaction confidentiality. FOCIL introduces validator-enforced transaction inclusion to reduce the risk of censorship on the network. Account abstraction allows Ethereum accounts to function like smart contracts with enhanced security and flexibility. Keyed nonces make it harder to link transactions by replacing the single sequential nonce system. The access layer proposal focuses on protecting user data during blockchain queries through tools like Kohaku. Vitalik Buterin on Wednesday detailed new privacy-focused upgrades planned for Ethereum . The proposals aim to bring private transactions directly onchain instead of relying on third-party tools. The update outlines three initiatives designed to improve privacy across transactions, accounts, and data access. Vitalik Buterin outlines Ethereum Pri...
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Kraken, Coinbase User Hit by $6.7M Crypto Theft and Laundering

TLDR A Kraken and Coinbase user lost about $6.7 million after attackers drained crypto from both exchange accounts. The stolen assets included Ethereum, Bitcoin, and cbBTC withdrawn in a short and coordinated series of transactions. On-chain analyst Specter traced the stolen funds to new wallet addresses across the Ethereum and Bitcoin networks. Attackers moved about $5.3 million of the stolen crypto through Tornado Cash to obscure transaction trails. Early reports suggested a physical attack, but later analysis indicated no evidence of coercion. The method used to access the victim’s exchange accounts has not been confirmed. A crypto user has lost about $6.7 million after attackers drained accounts linked to Kraken and Coinbase. The stolen assets included Ethereum, Bitcoin, and cbBTC , according to blockchain tracking data. The incident involving Kraken has raised fresh concerns about exchange account security and targeted attacks. Kraken Account Drained Alongside Coinbase ...
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Strategy (MSTR) Stock Surges on TD Cowen’s $400 Price Target After Massive Bitcoin Acquisition

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Key Takeaways Analyst Lance Vitanza from TD Cowen boosted Strategy’s price target to $400 from $395, maintaining a Buy rating with potential 143% gains ahead. In a single week from May 11-17, Strategy acquired 24,869 Bitcoin worth approximately $2.01 billion, marking one of 2024’s largest purchases. Strategy’s Bitcoin treasury now stands at 843,738 BTC — representing over 4% of the cryptocurrency’s fixed 21 million coin supply. The firm successfully retired approximately $1.5 billion in convertible notes at an 8% discount, strengthening its financial position. Analysts maintain a Strong Buy consensus rating with an average target of $324.67, suggesting roughly 97% potential upside. TD Cowen analyst Lance Vitanza has increased his price target on Strategy (MSTR) to $400, nudging up from his previous $395 forecast, while maintaining his Buy recommendation on the stock. At current trading levels, this target represents approximately 143% potential appreciation. Strategy Inc, ...
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Corporate America Delivers Strongest Quarterly Results in Half a Decade

Key Takeaways First-quarter earnings per share for S&P 500 firms are up 26% compared to last year, marking the best performance since 2021 Nearly two-thirds of reporting companies exceeded both profit and revenue forecasts, the strongest showing in half a decade Leading technology companies increased their 2026 infrastructure investment guidance by $50 billion versus analyst projections Combined capital expenditures from major cloud providers could surpass $800 billion in 2026, representing a 67% annual increase Investor attention centers on Nvidia’s quarterly report for insights into artificial intelligence momentum and infrastructure investment trends With over 90% of S&P 500 constituents having disclosed their first-quarter financials, Bank of America analysts characterize the reporting period as the most robust since 2021. Year-over-year earnings per share expansion has reached 26%. When accounting adjustments from Amazon, Meta, and Google are excluded, the growt...
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Nvidia (NVDA) Faces Gaming Chip Ban in China Amid High-Stakes Trump Summit

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Key Takeaways The Financial Times reports China has prohibited Nvidia’s RTX 5090D V2 gaming chip The prohibition appeared on customs lists during the Trump-Xi diplomatic summit Jensen Huang, Nvidia’s CEO, attended the summit meetings While marketed to gamers in China, AI developers had been leveraging the chip The company faces fiscal Q2 earnings expectations of $1.77 EPS and $78.97B in revenue In a surprising development, China has silently prohibited one of Nvidia’s gaming processors while both President Trump and company chief Jensen Huang were attending diplomatic meetings in the nation. According to a Friday report from the Financial Times, the RTX 5090D V2 appeared on China’s customs prohibited goods registry. The publication referenced two sources familiar with the situation. Shares of Nvidia (NVDA) declined 0.77% following the revelation. NVIDIA Corporation, NVDA The RTX 5090D V2 made its debut last August. The chip was engineered specifically to meet U.S. expo...
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