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Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.

On Thursday, Apple Inc. said it is actively seeking refunds on tariffs it previously paid and plans to channel any recovered funds into additional U.S. innovation and advanced manufacturing investments. Apple Q2 Earnings Show Tariff Relief Helped Offset Rising Costs During Apple's fiscal second-quarter 2026 earnings call, CFO Kevan Parekh said product gross margin declined sequentially due to seasonal factors and rising memory costs, but lower tariff-related expenses helped support the company's

To hear the big bosses at Exxon Mobil and Chevron, the end of the Iran war won't bring an immediate major drop in oil prices, much less gasoline prices. Worse, it's not clear to Exxon's Darren Woods and Chevron's Mike Wirth are how fast the disruptions in the Persian Gulf can be unwound and traffic ...

LyondellBasell Industries NV (LYB) reports a nearly 50% EBITDA improvement, driven by strategic asset sales and operational excellence, despite geopolitical disruptions.

LyondellBasell Industries (NYSE:LYB) reported first-quarter results that reflected a sharp improvement in petrochemical market conditions late in the quarter, while management emphasized that the ongoing Middle East conflict has “materially disrupted global energy and petrochemicals markets” and is

Investing.com -- Reacting to Trump’s latest decision, Germany’s Defence Minister, Boris Pistorius, said: "The presence of U.S. soldiers in Europe and especially Germany is in our interest and the interest of the U.S."He added that his country was growing its armed forces, procuring more equipment more quickly, and building more infrastructure."

Moby summary of LyondellBasell Industries N.V.'s Q1 2026 earnings call

Shares of Oracle, CoreWeave, SoftBank and other firms tied to OpenAI have largely recovered losses from Tuesday, when they slumped after The Wall Street Journal reported that the ChatGPT maker had missed its own targets for revenue and users.

There was a lot that could have made the stock market fall. Investors shrugged off questions about when—or even if—the Federal Reserve would cut interest rates again this year after the central bank held rates steady, and they ignored the fact that Jerome Powell plans to stay on the Fed’s Board of Governors even as Kevin Warsh prepares to become chair. Inflation came in hot as oil prices continued to rise, and earnings from Microsoft and Meta Platforms revealed sizable capital spending increases—and resulted in falling stocks. Eli Lilly earnings offered evidence that weight-loss drugs were only getting bigger; Coca-Cola’s beat showed that not all soft-drink makers are suffering from an Ozempic overhang; Alphabet’s capital spending paid off with big profits; and Caterpillar’s numbers demonstrated that there’s more to its business than mining and machinery.

Guggenheim trimmed its price target on Chipotle Mexican Grill (NYSE:CMG) to $35 from $36 on Friday, keeping a Neutral rating as margin pressure forces earnings estimate cuts. Analyst Gregory Francfort lowered both 2026 and 2027 earnings per share (EPS) estimates by about 3%, signaling that profitability headwinds may outlast any near-term traffic recovery. For prudent ... Guggenheim Cuts Chipotle Price Target as Margin Pressure Mounts: Is the Recovery Story Stalling?

Roblox stock posted stomach-churning losses in Friday’s premarket, offering a valuable lesson for investors in companies that sell to children: what’s good for customers can be very, very bad for shareholders. Roblox stock was down 24% in premarket trading after the online gaming platform popular with children posted results following Thursday’s closing bell. The guidance for bookings was also revised down to a year-over-year increase of 8% to 12%, far down from a previous 22% to 26%.

LyondellBasell (LYB) delivered earnings and revenue surprises of +60.50% and -4.24%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Pacira (PCRX) delivered earnings and revenue surprises of -1.64% and +0.58%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

A California man recently filed a lawsuit against Morgan Stanley accusing the Wall Street giant of improperly enabling the collection of user data from its website through third-party tracking tools. It is at least the third such case Taajudin Elmarouk has brought against a large corporation. Elmarouk is seeking class-action certification in the Morgan Stanley lawsuit, which was filed April 23, as well as similar litigation targeting Fidelity Investments, filed April 2, and cosmetics company Estée Lauder filed Dec. 23, 2025.

Thursday morning, L3Harris reported unadjusted earnings per share of $2.72 from sales of $5.7 billion. Wall Street was looking for EPS of $2.58 from sales of $5.4 billion.

PBF Energy Inc. (NYSE:PBF) reported first-quarter results on Thursday that topped analyst expectations, but shares dropped more than 7% as investors focused on ongoing operational issues at its Martinez refinery.

Gold rose early Thursday as the dollar dropped after a report showed a key U.S. inflation measure ro

GE HealthCare (NASDAQ: GEHC) currently trades at $59.49, well below the Wall Street consensus price target of $89.74. That implies upside of roughly 50.8% if the analysts are right. GE HealthCare is the medical imaging and diagnostics business spun from General Electric, with about $20.6 billion in annual revenue across Advanced Imaging Solutions, Patient Care ... GE HealthCare Just Crashed 13% on a Guidance Cut. Here’s the Case for Buying the Dip

Check Point Software Technologies on Thursday reported first quarter earnings that topped estimates while revenue and billings missed Wall Street targets. CHKP stock fell on the news. The cybersecurity firm reported earnings before the market open.

The complaint against Kraft Heinz, PepsiCo and other companies aims to connect packaged foods and consumer health issues after a judge tossed a similar lawsuit last fall.

Some spent years and thousands of dollars preparing their houses for the tournament. “I don’t think it’s going to be the huge windfall that I once thought.”

Corning (GLW) stock pulled back about 1% after earnings, following a massive run in which shares gained roughly 250% over the past year. The reaction looks odd at first glance because Optical demand tied to AI data centers is accelerating, margins are expanding, and Corning just locked in two new ...

MediaAlpha (MAX) delivered earnings and revenue surprises of -17.09% and +5.22%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Investing.com -- William Blair has downgraded vulnerability management firms including Qualys, Tenable, and Rapid7 to “Market Perform,” citing growing uncertainty around the impact of artificial intelligence on the cybersecurity landscape, even as overall sector demand remains resilient.

Airbus reported a first-quarter operating profit of €300 million. Wall Street was looking for about €345 million.

Bond yields nearly rose to levels seen in March during the height of fears over the Iran War–but it shouldn’t frighten investors. Much of the gains in yields came ahead of that hour as the Treasury market sold off alongside rising oil prices. Multiple Fed presidents didn’t support the inclusion of an easing bias, or potential lower rates in the future, in the FOMC statement, telling traders the Fed is likely closer to hikes than cuts.

The U.S. debt market selloff picked up after the Fed left rates steady again. The Fed left rates steady but there was a higher level of dissent among participants. Fed governor Stephen Miran has typically dissented, but this time there were also multiple Fed presidents who didn’t support statement language including “an easing bias.”