Summary:⚈ GTA 6 trailer release caused brief volatility in Take-Two stock on May 6⚈ TTWO remained slightly red, likely due to 2026 launch delay announcement⚈ Despite dips, stock is up 23.21% YTD, outperforming the broader marketTake-Two Interactive (NASDAQ: TTWO) stock began the Tuesday, May 6 session with uncertainty rapidly changing direction within minutes as Rockstar Games – one of its subsidiaries – released the second trailer for the upcoming Grand Theft Auto VI (GTA 6).The TTWO share whipsaw in the f ...

Summary⚈ Congresswoman April McClain Delaney bought Bio-Techne stock twice in April 2025.⚈ The stock has dropped nearly 30% year-to-date and remains unprofitable post-purchase.⚈ Delaney’s committee roles suggest potential informational advantages in biotech-related decisions.Finbold’s congressional trading radar has recently picked up a suspicious stock bet made by Maryland congresswoman April McClain Delaney involving a low-profile biotech stock. The representative purchased Bio-Techne Corp stock (NASDAQ: ...

Summary Shares of Netflix (NASDAQ: NFLX) plummeted 6.17% to $1,085 in pre-market trading on Monday following President Donald Trump's order imposing a 100% tariff on movies produced overseas. The pre-market drop snapped Netflix's 11-day winning streak, the longest in the company's history. The streak included a 2% gain on Friday, ending the day valued at $1,156. Before the order, the streaming giant had been one of the best-performing stocks during the early days of Trump's second stint in the White House, ...

Summary:⚈ Nvidia short interest surged to 54.48 as stock peaked in early May⚈Pre-market decline suggests a potential correction amid rising bearish bets⚈ Upcoming AMD earnings may validate or challenge Nvidia’s recent rallyFollowing Nvidia (NASDAQ: NVDA) stock’s strong rally in the early days of May, short sellers have taken to growing their bearish bets, with the NVDA short volume ratio rising to two-week highs at 54.48 on Friday.The increase in bearish bets came as the semiconductor giant’s equity ended t ...

Core Viewpoint - Take-Two Interactive's stock experienced a significant drop of 10.91% in pre-market trading following the announcement of the delay for Grand Theft Auto 6 to May 2026, presenting a potential buying opportunity for investors [1][9]. Group 1: Stock Performance and Reactions - The stock price fell from $235.17 to $209.52 after the announcement [1]. - Historically, Take-Two Interactive shares are highly reactive to news regarding Grand Theft Auto titles, leading to notable price fluctuations based on rumors and announcements [2]. - For instance, the stock dropped 6% in September 2022 due to a leak, surged in late 2023 with positive news, and increased by 11% in early 2025 when a release schedule was confirmed [3]. Group 2: Market Trends and Analysis - The recent drop in stock price is expected to be temporary, with a likelihood of recovery on future positive news related to Grand Theft Auto [4]. - Year-to-date, Take-Two has shown strong performance, rallying 28.46% despite broader market volatility [5]. - Even after the recent decline, the stock remains above its New Year price of $183.07, indicating resilience [8]. Group 3: Investment Considerations - The current situation presents a potential "buy the dip" scenario, although it is not without risks, as future positive developments regarding GTA 6 are uncertain [10].

Group 1 - Michael Burry's largest holding, Alibaba, experienced a significant decline of over 25% in April due to the Liberation Day announcement, although Wall Street analysts remain bullish on the stock for the next year [1] - Analysts predict an average rally of 37.96% for Alibaba stock, targeting $164.77 over the next 12 months, with the highest forecast reaching $194.33, a 62.71% increase [2] - Despite recent struggles, Mizuho maintains a 'buy' rating for Alibaba, projecting a price of $170, which is 42% above the latest closing price of $119.43 [5] Group 2 - Analysts have shown caution regarding Alibaba, with the lowest price target set at $94.55, indicating mixed sentiment despite overall optimism [6] - Out of 58 analysts, 54 rate Alibaba as a 'buy' or 'strong buy', while only one analyst rates it as a 'strong sell', reflecting a predominantly positive outlook [7] - Although Alibaba shares are currently 18.32% below their 2025 highs, they remain up 42.15% year-to-date [7][8] Group 3 - Alibaba stock has shown resilience, with a steady upward trend since hitting a 30-day low of $99.37 on April 7 [10]

Core Viewpoint - Alphabet's Q1 2025 earnings report exceeded expectations, positively impacting Google stock performance [1][2] Financial Performance - Q1 2025 earnings per share (EPS) were $2.81, surpassing consensus estimates of $2.01 [1] - Revenues reached $90.23 billion, exceeding the expected $89.12 billion [1] Stock Market Reaction - Following the earnings call, GOOGL stock price increased from $159.28 to $160.78, reflecting a 0.94% rise in pre-market trading [2] - The stock avoided the typical post-earnings dip seen in other tech stocks [2] Analyst Insights - Analyst Ivan Feinseth reaffirmed a 'Strong Buy' rating for GOOGL and raised the price target from $220 to $240, indicating a potential 49.27% upside [4][7] - Feinseth emphasized Google's unique advantage in the AI sector, which allows the company to develop its entire technology stack [5][7] Growth Drivers - Ongoing AI innovation and partnerships, such as with Apple, are expected to enhance Google's advertising and cloud revenue growth [8][9] - The anticipated increase in advertising and cloud monetization is projected to drive revenue and cash flow growth [8] Market Sentiment - The positive quarterly results and new partnerships are likely to foster favorable market sentiment and stock price movement in the near term [9]

Core Viewpoint - Wall Street analysts remain overwhelmingly bullish on Microsoft, with a strong buy consensus and a 12-month price target of $477.75, representing a 20.87% upside from the latest closing price of $395.26 [1][11]. Analyst Ratings - Among 29 experts, there are no sell ratings; 26 analysts rate Microsoft as a buy, and 3 as a hold [2]. - The highest forecast predicts a 50.53% increase to $595, while the lowest forecast suggests an 8.79% rise to $430 [2]. Earnings Performance - Microsoft's quarterly revenue reached $70.07 billion, exceeding expectations by nearly $2 billion, with earnings per share (EPS) at $3.46, surpassing the forecast of $3.22 [7]. - Year-over-year revenue growth was 16%, with Azure's growth at an impressive 33%, outperforming predictions of 29% to 30% [7]. Market Reaction - Following the strong earnings report, Microsoft stock rose 8.44% in extended trading, reaching $428.61 in pre-market on May 1 [10][11]. - If the stock maintains its rally, it will open in the green on the year-to-date chart for the first time since January [13]. Future Outlook - Microsoft plans to continue investing tens of billions in artificial intelligence infrastructure, countering concerns about a potential data center bubble [9].

Core Viewpoint - Lucid stock (NASDAQ: LCID) is experiencing increased short-selling activity, with a potential for a short squeeze due to high short interest and upcoming earnings call [1][6]. Short Selling Activity - As of April 30, 43.73% of LCID shares traded were sold short, up from 39.23% earlier in the week [1]. - The short interest is currently at 28.86% of the float, indicating significant bearish sentiment [4][6]. - The short interest ratio stands at 4.76 days, suggesting it would take a considerable amount of time to close out existing short positions [3][4]. Earnings Call Impact - The increase in short-selling activity may be linked to the upcoming earnings call scheduled for May 6 [4][6]. Stock Performance - As of May 1, Lucid stock was priced at $2.51, reflecting a 4.58% increase from a low of $2.40 the previous day [5]. - Despite promising year-over-year growth in Q1 production and delivery figures, the stock has not seen a significant upward movement [7]. Market Dynamics - Lucid's production processes are largely tariff-proof due to their location in the United States, although imported components may still affect profitability [7]. - Recent dips in Lucid stock were accompanied by strong volume and quick rebounds, indicating strong demand when shares are discounted [8]. - Given the current macroeconomic conditions, a significant upward movement and a short squeeze appear unlikely despite the concerning setup regarding days to cover and high short interest [8].

Core Viewpoint - United Parcel Service (UPS) plans to lay off up to 20,000 employees due to a significant reduction in its business with Amazon, which has been halved, amidst the backdrop of a trade war and shifting delivery strategies [1][8]. Group 1: Business Relationship with Amazon - UPS's CEO, Carol Tome, indicated that while Amazon is the largest client, it is not the most profitable, leading to a reassessment of their business relationship [3]. - Amazon's efforts to enhance its own delivery capabilities, including drone shipments, may have influenced UPS's decision to cut back on its services [3]. - The ongoing conflict involving the White House, Amazon, and Chinese suppliers raises questions about the future of UPS's business with Amazon [4]. Group 2: Financial Performance and Stock Movement - Despite a strong quarterly report where UPS achieved $21.50 billion in revenue, surpassing the forecast of $21.02 billion, and an EPS of $1.49 against an expected $1.38, the stock has seen a significant decline [12]. - UPS stock has dropped nearly 22% year-to-date, with a 1.68% decline in the last week and a 12.06% drop over the past 30 days [12]. - On April 29, UPS shares fell 0.37% to close at $96.73, with a slight pre-market decline to $96.72 [7].