AI Markets & Gaming

US Market Volatility Amid Oil Surge and Fed Focus

• 🔥 Dow Tumbles 400 Points: The Dow slid roughly 400 points (377 points per AP) Wednesday as...

Tech week's whirlwind: NVIDIA's impressive quarterly performance faces capacity constraints.

• AMD-Meta partnership tackles market position...

Timeline of volatility amid Iran tensions, oil surge to $110, and Fed meeting:

• Tuesday: Dow +0.10% to 46,993, S&P +0.25% to 6,716, Nasdaq +0.47% to...

• Easing oil prices calm currency markets, with USD inching higher but little changed vs. GBP, JPY, EUR.
• Brent settles above $100 post-Middle East...

Pfizer shares declined after a tepid 2026 outlook, indicating earnings likely stagnant or slightly declining as the company digests the Metsera deal and ramps up R&D—highlighting biotech pressures from acquisition and investment costs.

Earnings Catalysts Ahead

• 🔥 Tencent Q4 2025 Preview: Tencent reports Q4 2025 earnings on March 18 with analysts expecting 12% revenue growth,...

• Oil breakout challenges rate cut bets: Expectations shift to fewer/no cuts this year as oil hits $94+, linked to Fed funds futures at ~3.4%.
• S&P...

Micron (MU) surges 3.68% to a new 52-week high with strong momentum ahead of fiscal Q2 earnings on March 18.

• Claude Cowork release sparked $285B tech selloff in Feb 2026
• Adobe delivered strong growth last quarter, yet faces AI disruption concerns
  -...

Multi-angle on Nvidia's AI surge:

• Jensen's Massive Outlook: Trillion-dollar AI demand shocks markets, driving surging chip stocks.
• Memory Shortage...

• Earnings release today (March 18), analysts eyeing 12% revenue growth.
• Watch AI monetization progress for China tech giant.
• Gaming trends to reveal shifts in key revenue driver.
• 2026 capex outlook signals future investments.

• US equities soar on AI stock gains: S&P 500 +1.01% to 6,699, Nasdaq +1.22% to 22,374
• Nvidia post-GTC flat despite demand: Market craves faster...

Intuit and Salesforce grapple with AI challenges during market selloff, yet stocks rose 2.2% in early trading on the buyback plan's favorable reception.

Rezolve AI (RZLV) gaining traction as short sellers double down, potentially creating a major buying opportunity.

• Key buy zones highlighted, tied...

AI Semiconductor Momentum

• 🔥 RBC Raises Micron Target to $525: RBC raised its price target on Micron to $525 citing feverish AI demand, with...

Oil volatility grips markets from multiple angles:

• Treasuries sell off this month after February's AI-driven rally, pondering growth worries.
  -...

AI memory fever pitch drives RBC's $525 PT hike for Micron, with shares up 4.2% pre-market and leading semis rally.

Investor preps for Q2 2026...

Quick IBM alert: Outperformed today amid tech pressures.

• +1.21% gain to $249.25 topped S&P 500's +1.01%, Nasdaq's +1.22%.
• Monthly -6.14% trails...

Key macro risk: Oil swings from Iran conflict are slashing Fed rate cut bets amid choppy US stocks.

• Relief rally: S&P 500 +1.01% to 6,699, Nasdaq...

Key catalysts for March 16-20 volatility:

• Mega-caps boost indexes to open Fed Week
• Micron (MU), Alibaba (BABA), XPeng (XPEV) earnings spark...