Market Pulse | Top Stories of the Week
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Hello Reader, Here are our Top Stories of the Week for a snapshot of the most impactful news—from market developments to financial advancements. Let's get into it. Supermicro Surges on $20 Billion Saudi AI Deal, But Reputational Shadows LingerPublished on May 16, 2025 Super Micro Computer Inc. (SMCI), a key player in AI-optimized server infrastructure, made headlines this week with the announcement of a landmark partnership with Saudi-based data center developer DataVolt.Under a newly signed memorandum of understanding (MOU), the two companies aim to build hyperscale, gigawatt-class AI campuses in Saudi Arabia—facilities powered entirely by renewable energy
CoreWeave Shares Surge Despite Debt Concerns as OpenAI Deal Boosts Revenue OutlookPublished on May 16, 2025 CoreWeave (CRWV) delivered its first earnings report as a public company Wednesday evening.The earnings report revealed robust revenue growth driven by surging AI infrastructure demand—but also exposing a high-risk financial profile that rattled investors.Shares of the Nvidia-backed (NVDA) AI cloud provider whipsawed Thursday, plummeting 9% early in the session before staging a dramatic reversal
Trump Announces $200B in UAE Deals, Bolstering U.S. Jobs and Global Tech LeadershipPublished on May 15, 2025 President Donald Trump announced over $200 billion in new commercial agreements between the United States and the United Arab Emirates.This agreement marks a significant expansion in economic ties and delivering a broad boost to American industry. Among the most prominent deals, Boeing (BA) and GE Aerospace (GE) secured a $14.5 billion order from Etihad Airways for 28 American-made
Cisco Soars as AI and Security Demand Drive Strong Q3 EarningsPublished on May 15, 2025 AI orders surpass $600 million as Cisco System (CSCO) raises full-year outlook.Cisco Systems delivered a standout performance in its fiscal third quarter, riding strong enterprise demand for artificial intelligence, networking, and cybersecurity products. The company reported revenue of $14.15 billion, an 11% increase from the previous year and ahead of Wall Street’s $14 billion consensus.
Walmart Beats Estimates, Warns of Price Hikes as Tariff Uncertainty LoomsPublished on May 15, 2025 Walmart Inc. (WMT) delivered a solid first-quarter performance, surpassing Wall Street expectations on earnings and U.S. sales.But any optimism was tempered by warnings of looming price hikes and economic unpredictability tied to U.S. trade policy.For the quarter ended April, Walmart posted adjusted earnings of $0.61 per share, beating consensus forecasts of $0.58, and reported revenue of $165.6
AMD and Nvidia Surge as Saudi AI Megadeals Redraw Global Tech MapPublished on May 14, 2025
Advanced Micro Devices (AMD) shares jumped more than 5% on Wednesday following a string of developments that reposition the chipmaker at the forefront of the global artificial intelligence (AI) race. Chief among them: a newly approved $6 billion share buyback authorization—on top of an existing $4 billion plan—and a landmark deal with Saudi Arabian AI firm Humain to co-develop data center
Tesla Stock Surges as Board Weighs New Musk Pay Package, Trade War EasesPublished on May 14, 2025 Tesla Inc. (TSLA) surged again Thursday morning, extending its recent rally as Wall Street digested new developments around CEO Elon Musk's compensation and the resumption of key component shipments from China.Shares rose nearly 3% to $344, outperforming the broader S&P 500 and Dow Jones Industrial Average.Central to the uptick is news that Tesla’s board is actively revisiting Musk’s pay, a
Coinbase Enters the S&P 500: A Breakthrough Moment for Crypto on Wall StreetPublished on May 13, 2025 Coinbase Global (COIN), the largest publicly traded cryptocurrency exchange in the U.S., will officially join the S&P 500 index on May 19.This marks the first time a crypto-native company secures a place in America’s most influential stock benchmark. The move not only catapults Coinbase into elite corporate territory but also represents a watershed moment for the broader digital asset
UnitedHealth Implodes: CEO Resigns, Outlook Withdrawn as Shares PlungePublished on May 13, 2025 UnitedHealth Group (UNH), the largest healthcare company in the U.S. by revenue, plunged into deeper turmoil Tuesday.The sell-off was triggered by the announcement of the abrupt resignation of CEO Andrew Witty and the withdrawal of its 2025 earnings forecast. Witty, who had led the company since 2021, is stepping down for unspecified “personal reasons,” according to a company statement. The move
On Holding Defies Industry Slowdown With 43% Surge in RevenuePublished on May 13, 2025 Swiss sneaker maker On Holding (ONON) raises 2025 outlook as direct sales, product hype drive growthRecord-Breaking Quarter Puts On in the SpotlightShares of On Holding jumped nearly 12% Tuesday after the Swiss athletic footwear company reported a blowout fiscal first quarter, marked by a 43% year-over-year increase in revenue to CHF726.6 million ($863.5 million). The results easily beat Wall
Wall Street Rallies as U.S.-China Tariff Pause Sparks Market SurgePublished on May 12, 2025 U.S. equity markets surged Monday after Washington and Beijing announced a sweeping 90-day pause on their escalating trade war, dramatically reducing tariffs on hundreds of billions in goods.The agreement, unveiled after two days of talks in Geneva, triggered a sharp rally across all three major indexes. The Dow Jones Industrial Average jumped more than 1,000 points, up 2.5%. The S&P 500
Apple and Google Face Off as $20 Billion Search Deal Hangs in the BalancePublished on May 11, 2025 The long-standing, multi-billion-dollar relationship between Apple Inc. (AAPL) and Alphabet Inc. (GOOG) is under fresh scrutiny. In 2022, Alphabet paid Apple roughly $20 billion to maintain Google’s place as the default search engine on Safari. That agreement is now a centerpiece of the U.S. Department of Justice's landmark antitrust case against Google—and it's becoming increasingly clear
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