Core Viewpoint - Nvidia Corp.'s stock, along with other semiconductor stocks, experienced a decline following Marvell Technology Inc.'s earnings report, which negatively impacted the artificial intelligence sector [1]. Group 1: Company Performance - Marvell Technology Inc. had previously established itself as a strong player in the AI market due to a multiyear contract with Amazon.com Inc., leading to high expectations for its earnings report [2]. - Despite a slight beat in results and outlook, Marvell's performance was insufficient to meet Wall Street's expectations, resulting in a negative market reaction [2].

Core Viewpoint - Intuitive Machines Inc. is preparing for its second moon landing with the uncrewed Nova-C lander named Athena, expected to land on the lunar surface soon [1] Company Summary - The company's stock, LUNR, has experienced a significant increase of 175.6% over the past 12 months [1] - Despite the positive long-term performance, LUNR stock is down 2.9% in premarket trading [1] Industry Summary - The upcoming moon landing represents a notable event in the space exploration sector, highlighting advancements in lunar missions [1]

Core Viewpoint - Kroger Co. has issued a conservative outlook due to economic uncertainties related to tariffs and trade wars, indicating challenges from factors "outside our control" [1] Company Summary - Kroger is unable to provide a full reconciliation of its earnings projections due to the unpredictability of certain adjustment items, stating that it would require "unreasonable effort" to do so [1]

Core Viewpoint - Analysts from Baird suggest that Tesla's upcoming first-quarter delivery numbers may disappoint, as the consensus estimate of 437,500 deliveries is significantly higher than their own expectation of 369,400, representing a difference of approximately 16% [1] Summary by Category - **Delivery Estimates** - Wall Street's consensus estimate for Tesla's deliveries is 437,500 [1] - Baird analysts expect deliveries to be only 369,400 [1] - **Price Target Adjustment** - Baird analysts have reduced their price target for Tesla's stock from $440 to $370 per share [1] - **Stock Designation** - The stock has been designated as a "bearish fresh pick" by Baird analysts [1]

Core Viewpoint - The recent sharp selloff in Palantir Technologies Inc. shares has led to a change in sentiment from a former bear, resulting in an upgrade of the stock rating [1] Summary by Relevant Sections - Stock Performance - Palantir's stock experienced a decline of approximately 30% over the past three weeks [1] - Following this decline, the stock saw an increase of roughly 3% in premarket trading on Wednesday [1] - Analyst Action - Louie DiPalma from William Blair upgraded Palantir's stock rating from underperform to market perform on Wednesday [1]

Group 1 - Investor interest in generative artificial intelligence is focused on the installation of graphics-processing units (GPU) and related equipment by data centers [1] - Nvidia Corp. continues to dominate the GPU market, which is crucial for supporting corporate clients in developing new technology [1] - Long-term investors should consider how companies will utilize generative AI technology beyond just hardware installation [1] Group 2 - Nicole Kornitzer has been the portfolio manager for the Buffalo International Fund since 2009, managing approximately $7 billion in assets [2] - Kornitzer Capital Management, founded in 1989, is based in Mission, Kansas, while Kornitzer operates from Paris [2] - The firm manages assets through mutual funds and for institutional and private clients [2]

Core Viewpoint - Kroger Co.'s stock experienced a 1% decline following the resignation of CEO Rodney McMullen after a board investigation into his personal conduct, which was deemed inconsistent with the company's business ethics policy [1] Company Summary - The resignation of CEO Rodney McMullen was prompted by a board investigation regarding his personal conduct [1] - The company did not disclose specific details about the conduct that led to the investigation [1] - The stock price of Kroger Co. (KR) fell by 1% in response to the news of the CEO's departure [1]