CheckMan Stock Market Overview

AMD shares gained 5% on Thursday after Nvidia CEO Jensen Huang resigned. Investors are likely assessing whether the turmoil would provide an opportunity for the rival chipmaker to capture market share from the market leader.

TALO's discounted valuation, rising earnings estimates and strong liquidity bolster its appeal, but offshore costs and heavy spending keep risks in focus.

Stratasys Ltd. (SSYS) Q3 2026 Earnings Call Transcript

EyePoint, Inc. (EYPT) Q3 2026 Earnings Call Transcript

IREN Ltd. (IREN) beat Q1 FY27 estimates, as AI cloud revenue nearly tripled to $200M and adjusted EBITDA margin doubled to 29%. New five-year contracts pay $22M per MW, and H100s were re-contracted at double the price, undercutting the residual value bear case. The Microsoft delay moves the $4B ARR target only to early 2027, and about 2.15 GW of IREN's Texas capacity is already grid-connected.

Zebra Technologies benefits from strong segment growth, acquisitions and share buybacks, but rising costs and geopolitical risks pose challenges.

Replimune shares surge 80% as Tudriqev's commercial launch gains traction, earnings beat expectations and pipeline progress strengthens growth prospects.

Alibaba (BABA) investors are paying close attention to the growing controversy surrounding Nvidia, but many may be underestimating what is actually at stake. What appears on the surface to be a corporate governance crisis at the world's leading AI chip firm is increasingly becoming a geopolitical issue with potential implications for Chinese cloud computing, artificial intelligence development, and access to advanced semiconductor infrastructure.

Rivian was upgraded by UBS analysts to a buy. Though UBS upgraded Rivian, it left its price target the same.

UPS' business stabilized over the past year. Its high yield, low valuation, and wide moat make it a reliable income play.