Chip, Storage Shares Jump. Navitas up over 9%; Credo up 4%; Marvell, ARM up Around 3%; Intel, SanDisk up About 2%

TradingKey - Nvidia has become the poster child of the artificial intelligence explosion; however, GPUs are not necessarily going to be the primary driver for the next phase of AI investing.

Tesla’s Q1 2026 earnings will be released on April 22. With Q1 deliveries at 358,023 units, inventory surging by 50,363 units, and energy storage nearly halved from 14.2 GWh to 8.8 GWh, analyst target prices show a five-fold discrepancy, ranging from $119 to $600. For long-term investors, this article deconstructs five core metrics that will determine the success of the company's transformation: the 17.9% automotive gross margin floor, management’s explanation for energy storage performance, the $20 billion CapEx guidance, the 1.1 million FSD subscription structure, and the inaugural disclosure of Robotaxi operational data.

TradingKey - On April 20 (ET), MicroStrategy (MSTR.US) shares closed up 2.58% at $170.81. Last Friday, MSTR surged 11.8% as BTC continued to trend higher, bringing its total gains for April to nearly 37%, compared to a stock price of just $120 at the beginning of the month.

TradingKey - According to an internal Apple memo on April 20 (ET), John Ternus, Senior Vice President of Hardware Engineering, will officially succeed Tim Cook as the company’s CEO effective September 1.

TradingKey - This Tuesday (April 21), the United States will release its retail sales data for March. This data is widely regarded as a core indicator for monitoring U.S. household consumption and serves as a vital reference for assessing economic growth. The report provides a monthly observation of U.S. retail and food services consumption, encompassing various categories such as department stores, automobiles, and apparel.