AI Stock Market News Today

CoStar Group has increased its 2026 adjusted EBITDA projections to between $780 million and $820 million. The company is also targeting profitability for its residential segment by the second quarter of 2026.

• Raised 2026 adj EBITDA guidance to $780M-$820M
• 60 consecutive quarters of double-digit revenue growth

Woodside Energy expects a boost in upcoming quarterly earnings as higher liquefied natural gas prices filter through its supply contracts. The outlook follows a sharp rise in global energy benchmarks triggered by geopolitical instability in the Persian Gulf.

• 11% increase in average realized prices for Q1
• Brent and European gas benchmarks rose over 70%

The Taiwan Stock Exchange snapped a winning streak on Tuesday as investors braced for the Federal Reserve's policy announcement. Market sentiment was weighed down by a mixed performance in U.S. indices and profit-taking in the semiconductor sector.

• TSE index closed at 18,034.63, down 0.47%
• TSMC and Delta Electronics led tech declines

American Assets Trust saw a significant drop in first-quarter profits despite a marginal increase in total revenue. Earnings per share fell sharply compared to the same period last year.

• Net income fell from $42.54 million to $5.13 million
• Earnings per share dropped from $0.70 to $0.08

Renowned investor Michael Burry has revealed a long position in Microsoft, pivoting from his previous warnings of an AI bubble. The move follows a detailed forensic analysis of the company's long-term competitive advantages.

• Burry reveals long position in MSFT
• Shift from previous bearish AI outlook

Bill Ackman has raised $5 billion through a combined initial public offering for his closed-end fund and asset management arm. The move establishes a permanent capital base intended for long-term, strategic investments.

• Raised $5 billion via combined IPO
• Includes $2.8 billion private placement

NXP Semiconductors has issued a positive revenue forecast for the second quarter of 2026. The company is specifically targeting significant growth in its data center segment through the end of the year.

• Q2 revenue forecast set at $3.45 billion
• Data center revenue expected to surpass $500 million in 2026

Global equities faced downward pressure as the UAE announced its departure from OPEC, coinciding with reports of slowing growth at AI leader OpenAI. Asia-Pacific markets opened mixed following a decline in Wall Street indices.

• UAE departure from OPEC effective May 1
• OpenAI growth targets missed, raising concerns over computing contract payments

Mondelez International maintains its full-year earnings outlook despite facing significant inventory headwinds and rising costs in the Middle East. The company reported steady performance in developed markets, particularly across Europe.

• Reaffirmed 2026 EPS guidance
• Over $350 million in Q1 inventory headwinds

The Straits Times Index has entered a losing streak, driven by escalating trade tensions between the U.S. and Canada. Financials and industrials led the decline as investors await critical U.S. inflation data.

• STI closed at 3,825.83 after a 1.88% daily drop
• DBS Group and OCBC led the decline in the financial sector

Quantum computing firm IonQ has surpassed the $100 million annual revenue milestone, signaling strong commercial traction. However, steep losses and a high price-to-sales ratio continue to present significant investment risks.

• 2025 revenue reached $130 million, a 202% YoY increase
• 2026 revenue projected between $225 million and $245 million

Market maker Citadel Securities is expanding its footprint in Asia by introducing high-touch equities services. The firm has appointed former Millennium India CEO Prakash Subramanian K. V. to lead operations in India and Singapore.

• Expansion of high-touch equities business in Asia
• Prakash Subramanian K. V. named head of India and Singapore