Tech stocks fell Tuesday as Treasury yields exceeded 4.6% and the 30-year yield hit 5.2%. Markets eye Nvidia earnings and Iran negotiations. Full analysis.

Walmart (WMT) reaches record $134.71 ahead of Q1 earnings. Analysts expect $174.94B revenue, 22% e-commerce growth, with most maintaining Buy ratings.

TD Cowen raises Strategy (MSTR) price target to $400, citing faster bitcoin accumulation. Stock trades at $165.42 amid challenging market conditions.

Bernstein keeps Outperform on Ryanair (RYAAY) stock with $78 target despite Q4 loss. Analysts see the airline positioned to benefit from rivals’ struggles.

Agilysys (AGYS) stock jumped 15% after reporting Q4 earnings that beat estimates, with record revenue and FY2027 guidance above analyst consensus.

AT&T (T) stock gained 1.7% after the company reaffirmed Q2 free cash flow guidance and its plan to reach 60 million fiber locations by decade’s end.

Nvidia (NVDA) stock draws bullish analyst ratings ahead of Q1 earnings May 20, with price targets up to $352 and revenue forecasts exceeding $81B.

Andrej Karpathy, OpenAI co-founder and ex-Tesla AI director, joins Anthropic to lead pretraining research for Claude AI at the $61.5B valued company.

Everspin Technologies (MRAM) shares plunge 11% after Kerrisdale Capital reveals short position, questioning AI hype and citing flat revenue growth.

Microsoft (MSFT) unveils Surface Pro and Laptop for Business with Intel Core Ultra Series 3 processors, starting at $1,499, targeting enterprise AI workloads.

Michael Burry purchases MercadoLibre, Adobe, PayPal, Lululemon and Zoetis while warning AI investment mirrors the dot-com bubble of 1999.

Polymarket and Nasdaq Private Market team up to launch prediction markets for private company valuations, IPO timing, and unicorn milestones worth $5 trillion.