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LevelFields AI Stock Alerts Last Week

Quantum stocks surged after Nvidia’s CEO signaled a major tech breakthrough, forecasting rapid quantum-AI convergence.

Sectors & Industries

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Sound Group (SOGP) Surges +46% on Buyback

Sound Group Inc. skyrocketed 46.3% in a single session after announcing a $4 million share repurchase program—an amount that represents nearly 50% of its total market cap. The aggressive buyback plan ignited investor enthusiasm, signaling management’s confidence in the company’s undervaluation and setting off a sharp rally in the thinly traded stock.

Casey’s (CASY) Jumps +12% on Dividend Hike and Strong Track Record

Casey’s General Stores popped 11.59% after announcing a 14% increase to its quarterly dividend, now at $0.57 per share. The hike marks the 26th consecutive annual increase, reinforcing the company’s reputation for stable, long-term shareholder returns. The move comes amid strong earnings momentum and deep investor trust in its rural footprint and growth strategy.

Quantum Stocks Jump After Huang Signals Sector Breakthrough

Quantum computing stocks surged after Nvidia CEO Jensen Huang declared the field is hitting an “inflection point,” forecasting a 10x increase in logical qubits every five years—mirroring Moore’s Law. Huang said quantum systems are rapidly becoming more robust and could soon help solve major global problems.

Quantum Computing Inc., Rigetti, IonQ, and D-Wave all rallied this week on renewed optimism.

Nvidia will run its full quantum algorithm stack on the Grace Blackwell 200 chip, aiming to supercharge AI via quantum acceleration. Huang’s remarks mark a sharp pivot from his cautious January outlook and signal that quantum-AI convergence may be closer than expected.

Chime IPO Soars, But BNPL Faces Warning Signs

Chime made a strong market debut, jumping 37% after raising $864 million in its IPO. With a $13.5 billion valuation, Chime’s growth-focused model—offering fee-free banking through partner banks—continues to attract users and investors. The company now handles over $120 billion in transactions annually and serves 8.6 million users.

In contrast, the Buy Now, Pay Later (BNPL) space is flashing red. Klarna reported a $99 million Q1 loss and a 17% rise in consumer credit losses as more users fall behind on payments. Industry-wide, 41% of BNPL users reported paying late last year, up from 34% the year before, with a growing number using loans just to cover essentials like groceries. As household debt hits a record $18.2 trillion, rising delinquencies and economic pressure are putting BNPL models under strain—especially with regulatory rollback under the Trump administration reducing oversight. Klarna's IPO remains on hold, highlighting the sector’s growing financial fragility despite ongoing expansion.

Oracle Surges to Record on Explosive Cloud Outlook

Oracle (ORCL) jumped 13% to a record high after forecasting a 70% jump in cloud infrastructure sales for FY26, driven by surging AI-related demand. Total Q4 revenue rose 11% to $15.9B (vs. $15.6B est.), with EPS of $1.70 beating estimates. Cloud infrastructure revenue surged 52% to $3B, slightly below expectations but attributed to capacity constraints, not demand.

CEO Safra Catz said Oracle is becoming “one of the world’s largest cloud infrastructure companies,” with RPOs hitting $138B and capex tripling to $21.2B this year—set to hit $25B in FY26 as it builds massive AI-ready data centers. Customers like OpenAI, Meta, xAI, TikTok, and Temu are driving this expansion.

Oracle’s bullish forecast, massive bookings, and scale-up efforts around the Stargate AI cloud project position it as a serious contender to Amazon and Microsoft in the race for AI infrastructure dominance.

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