GV Skyrockets on $1B Qatar Financing Deal – GV stock rose +186% (1D) after securing a $1 billion investment from Qatar’s Alfardan Group to accelerate research, development, and global expansion of its PEGASUS new energy vehicles. The deal signals strong institutional backing for GV’s next-gen EV technology.

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MYE Jumps on $10M Share Buyback Program – MYE +28% (1D) after announcing a $10 million stock repurchase program, reinforcing management’s confidence in the company’s valuation and capital allocation strategy.

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GENK Rallies on $50M Share Repurchase Approval – GENK +22.9% (1D) following Nexxen International’s board approval of a new $50 million share buyback program, set to begin after the current repurchase program concludes.

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GRRR Spikes on $1.8B Thailand Energy Deal, Then Crashes – GRRR +18.2% (1D) after announcing a $1.8 billion energy deal in Thailand, but shares later plunged nearly 50% following a short seller report from Bear Cave, raising concerns over the companies viability.

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Broadcom Surges on Strong AI Revenue Growth and Earnings Beat

Broadcom (AVGO) shares jumped 16% after reporting Q1 2025 earnings that exceeded analyst expectations, driven by booming AI demand.

• EPS: $1.60 (vs. $1.49 expected)
• Revenue: $14.92B (+25% YoY, beating $14.61B forecast)
• AI Revenue: $4.1B (+77% YoY)

The company guided for Q2 revenue of $14.9B, exceeding Wall Street’s $14.76B estimate. Broadcom's semiconductor solutions segment grew 11% YoY to $8.21B, while software revenue surged 47% YoY to $6.7B, fueled by the VMware acquisition.

CEO Hock Tan highlighted continued AI semiconductor strength, with custom AI chip partnerships expanding to five hyperscalers. Despite Trump’s tariff concerns, Broadcom’s dominance in AI infrastructure positions it for sustained growth.

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Nvidia Stock Slides Amid AI Demand Concerns and Sector Sell-Off

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Nvidia (NVDA) shares fell 5.7% on Thursday (-11% 1W), leading semiconductor stocks lower as investor concerns over AI demand and regulatory risks weighed on the sector. The stock is now down 18% year-to-date, marking its worst monthly performance since June 2022.

• Sector Pressure: Marvell Technology’s disappointing earnings and AI guidance fueled a broader sell-off, with Marvell stock dropping 20%.
• Sentiment Shift: Analysts warn of a "crisis of confidence" in AI stocks, despite strong fundamentals and capital expenditure commitments from cloud providers.
• Competitive Risks: Reports of AI cost efficiencies and custom chip competition from Amazon and Microsoft added pressure.

Despite long-term optimism, near-term volatility continues as Nvidia faces investor skepticism over sustained AI-driven growth.

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Rigetti Computing Rises Despite Earnings Miss

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Would-be quantum computing firm, Rigetti Computing (RGTI), reported Q4 2024 revenue of $2.27 million, marking a 32.8% YoY decline, and posted a net loss of $0.68 per share, significantly wider than the expected $0.09 loss. Operating expenses reached $19.5 million, while the company ended the quarter with $217.2 million in cash.
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Despite the terrible results, shares rose 8.5% as investors responded positively to the company’s 2025 roadmap.

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AeroVironment Misses Q3 Estimates, Issues Weak Guidance

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Military drone maker, AeroVironment (AVAV), reported Q3 2025 revenue of $167.6 million, a 10% YoY decline, impacted by supply chain disruptions from high winds and fires in Southern California. The company posted a net loss of $1.8 million ($0.06 per share), down from $13.9 million in profit last year.
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AVAV secured a record $763.5 million funded backlog, driven by strong Switchblade and Jump-20 orders. The company lowered full-year guidance to $780-$795 million in revenue, missing Wall Street expectations of $821 million, sending shares down 17% post-earnings.

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Crypto Corner: Trump Fails to Impress with Strategic Reserve

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President Trump finally revealed his plan for creating a strategic cryptocurrency reserve that utilizes $17 billion in seized crypto assets from criminal prosecutions as funding. The announcement noted that no tax dollars would be used to fund the reserve, which disappointed many hodlers who had hoped for a spike in crypto prices driven by large scale buying of the assets by the federal government. Bitcoin prices were flat for the week.

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