AI Stock Market News Today

Starbucks has increased its full-year 2026 outlook following a return to top and bottom-line growth. The revised targets coincide with the closure of a strategic deal in the critical Chinese market.

• Global comparable sales guidance increased to 5%+
• EPS forecast updated to $2.25-$2.45 for FY2026

UBS Wealth Management suggests that artificial intelligence is no longer the sole driver of market sentiment. Analyst Hartmut Issel highlights the increasing importance of geopolitical tensions, specifically focusing on the Strait of Hormuz.

• AI is no longer the exclusive focus for portfolio strategy
• Geopolitical risks are regaining prominence in macro analysis

Ship-tracking data indicates a sharp decline in China's liquefied natural gas intake for April. Higher costs driven by Middle East instability are weighing heavily on demand.

• April imports estimated at 3.5 million tons
• Volume represents a 30% year-on-year decrease

The artificial intelligence boom is extending its reach across the Asian semiconductor ecosystem. While primary manufacturers initially led the surge, secondary suppliers are now seeing increased investor interest.

• Broadening of AI rally in Asia
• Shift from primary chipmakers to supply chain depth

First-quarter inflation rose to 4.09%, coming in below economist expectations of 4.2%. The persistent price pressure increases the likelihood of further rate hikes by the Reserve Bank of Australia.

• Inflation rose to 4.09% in Q1, the highest in over two years
• Actual inflation was lower than the 4.2% expected by analysts

Japan's largest lender is expanding its footprint in India by launching a real estate lending arm and scaling its foreign exchange derivatives business. The move follows a significant $4.4 billion investment in Shriram Finance.

• MUFG to launch real estate lending operations this financial year
• Expansion of forex derivatives business in Indian low-tax hubs

NXG Investment Management has liquidated its entire stake in Hess Midstream LP to pivot toward more diversified energy infrastructure. The sale of 1.36 million shares reflects a strategic move away from concentrated regional assets.

• Complete liquidation of 1,357,200 shares
• Estimated transaction value of $50.29 million

Fair Isaac Corporation has raised its fiscal 2026 revenue outlook following a strong start to the year. The company is introducing a new fee structure for its FICO Score 10T product to drive growth.

• Projected FY2026 revenue of $2.45 billion
• FICO Score 10T pricing adjusted to $0.99

T-Mobile has increased its projections for postpaid net account additions while providing a robust free cash flow target for 2026. The updated guidance reflects continued strength in the company's subscriber acquisition strategy.

• Postpaid net account adds outlook increased to 950K-1.05M
• 2026 adjusted free cash flow forecast set at $18.1B to $18.7B

Beverage giant Coca-Cola reported robust first-quarter results with double-digit revenue growth and expanded margins. The company has subsequently lifted its annual earnings-per-share growth outlook.

• Q1 net revenue climbed 12% to $12.5 billion
• Organic revenue growth reached 10% YoY

Morgan Stanley has lowered its price target for Edison International to $70, maintaining an Underweight rating. The adjustment comes as part of a broader update to the firm's utility sector outlook.

• Price target reduced from $71 to $70
• Underweight rating maintained by Morgan Stanley

Staff at Goldman Sachs in Hong Kong, including visiting employees, have lost access to Anthropic's Claude AI. The restriction primarily impacts software engineers who utilized the tool for coding efficiency.

• Access to Anthropic's Claude revoked for Hong Kong-based staff
• Restriction applies to visiting overseas employees while in the city