📈 Stocks / Finance

Supermicro stock drops on delayed AI server deliveries

Investor’s Business Daily

Supermicro cut Q1 revenue guidance by up to $2B after customer delays pushed deliveries into Q2. Despite $12B in new AI design wins, SMCI stock fell 8.7%. Analysts cited short-term disruption but noted strong long-term demand for AI data center systems.

Quantum stocks rally on potential US equity investments

Yahoo Finance

Shares of IonQ, Rigetti, D-Wave, and QUBT surged up to 22% on reports the US may take equity stakes in quantum firms as part of a CHIPS Act revamp. The Commerce Dept. later denied active negotiations, but investor momentum remained on national security tailwinds and funding prospects.

3M’s Stock Jumps 38% Amid Restructuring and Value Reassessment

Simply Wall St

3M shares are up 38% YoY, boosted by restructuring efforts and growth-focused portfolio changes. DCF analysis suggests an 11.4% undervaluation, while a 26.8x PE aligns closely with a 31.7x fair ratio, pointing to a stock investors view as resilient and fairly priced.

🪙 Crypto

Trump pardons Binance founder Zhao after money laundering plea

CBS News

Trump pardoned Binance founder Changpeng Zhao, who pleaded guilty in 2023 to enabling money laundering. Zhao had served four months in prison. The move ends his U.S. ban and follows Trump allies’ crypto ties, raising questions over political influence in crypto policy.

🌎 Global Economy

Rising uncertainty becomes a drag on global growth

World Economic Forum

The World Economic Forum and IMF warn that global uncertainty, driven by tariffs, geopolitical shifts, and policy volatility, is undermining investment, trade, and growth. Surveys show 82% of economists view current uncertainty as 'very high,' with measurable impacts across markets.

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