AI Stock Market News Today

President Trump has granted a cross-border permit for the Bridger pipeline expansion project. The move allows for the partial revival of the Keystone XL infrastructure to move Canadian crude to Wyoming.

• Presidential permit granted for Bridger pipeline expansion
• Partial revival of Keystone XL infrastructure

USA Rare Earth Inc. (USAR) saw a significant price jump on Thursday, closing at $25.97. The rally comes as investors shift focus toward high-growth equities within a broader optimistic market environment.

• Shares closed at $25.97
• Daily gain of 17.88%

Lightwave Logic Inc. saw its stock price climb significantly as investors pivot toward high-growth AI-related equities. The rally reflects broader positive sentiment across Wall Street indices.

• Stock closed at $13.72
• Daily gain of 16.67%

ANZ Group Holdings posted a slight increase in first-half profit attributable to shareholders to A$3.65 billion. While cash profit grew by 6%, total operating income saw a modest year-over-year decline.

• Cash profit increased 6% to A$3.78 billion
• Statutory profit attributable to shareholders rose to A$3.65 billion

SunCoke Energy has established a target adjusted EBITDA range of $230 million to $250 million for 2026. The company anticipates that power operations at its Middletown facility will resume by the end of the second quarter.

• Q1 consolidated adjusted EBITDA reached $56.5 million
• Full-year 2026 adjusted EBITDA guidance set at $230 million to $250 million

DMC Global projects second-quarter sales between $148 million and $158 million. The company expects adjusted EBITDA to range from $6 million to $8 million as it navigates industrial market pressures.

• Projected Q2 revenue of $148 million to $158 million
• Expected adjusted EBITDA between $6 million and $8 million

Prime Minister Lawrence Wong highlighted the dual threats of geopolitical instability and artificial intelligence during his May Day address. The leader emphasized the necessity of workforce adaptation to survive an accelerating pace of change.

• Warning of AI-driven job losses
• Reference to Iran conflict as a source of global uncertainty

Meta Platforms reported a 33% surge in first-quarter revenue, yet shares fell sharply as investors reacted to increased capital expenditure guidance. The company raised its 2026 spending outlook to support AI infrastructure and data center capacity.

• Revenue increased 33% YoY to $56.3 billion
• 2026 CapEx guidance raised to $125B-$145B

The Australian benchmark index recovered early losses on Monday, buoyed by positive momentum from Wall Street. Gains were primarily driven by iron ore miners and energy producers.

• S&P/ASX 200 rose 17.60 points to 7,965.80
• Rio Tinto and Mineral Resources gained over 2%

Mason & Associates has significantly reduced its stake in the Pacer US Large Cap Cash Cows Growth Leaders ETF (COWG). The move follows a period of aggressive accumulation in the previous quarter.

• Sold 161,704 shares of COWG
• Estimated sale value of $5.67 million

Allegiant Travel Company expects its operating margin to fall to 1% in the second quarter. The airline is implementing capacity cuts to manage headwinds.

• Q2 operating margin projected at 1%
• Q1 adjusted operating margin hit 14.9%

Alphabet reported a stellar first quarter with revenue jumping 22% to $109.9 billion, fueled by explosive growth in its cloud division. The company is aggressively increasing capital expenditures to meet unprecedented demand for AI infrastructure.

• Q1 revenue reached $109.9 billion, a 22% year-over-year increase
• Google Cloud revenue grew 63% to $20 billion with a $460 billion backlog