Super Micro Computer (SMCI) reports Q3 earnings today. Investors focus on DOJ probe, Oracle contract loss, and shrinking margins. Stock down 77% from peak.
Author: Trader Edge
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Palantir (PLTR) stock fell 7% despite beating Q1 earnings with $1.63B revenue. Commercial miss and 78x price-to-sales ratio weighed on investor sentiment.
Anthropic debuts 10 AI agents for financial services, serving Goldman Sachs, JPMorgan, Visa, and Citi, as it battles OpenAI for Wall Street dominance.
Bullish (BLSH) stock rallied 17% after announcing a $4.2B deal to buy Equiniti, aiming to revolutionize securities trading through tokenization.
Disney (DIS) reports Q2 2026 earnings May 6. Analysts project $25B revenue, $1.49 EPS, and 30% upside as streaming profits and parks performance take focus.
Cameco (CCJ) smashed Q1 estimates with $0.34 EPS vs $0.29 expected. Revenue hit $616M, beating forecasts by 24%. Stock up 29.3% YTD on uranium strength.
Rockwell Automation (ROK) shares jumped 11% to a record $450.04 after crushing Q2 earnings estimates and lifting its full-year revenue and EPS guidance.
CoreWeave (CRWV) reports Q1 earnings May 7. Revenue expected to exceed $1.97B, up 100% YoY. Options pricing in 18.7% move. Should you buy before results?
Dan Ives calls Palantir (PLTR) his favorite software pick outside Mag 7, sees 32% upside despite 17% 2026 decline. AI revolution still in early innings.
PayPal (PYPL) stock fell 9% after Q1 earnings as CEO Enrique Lores revealed a $1.5B savings plan leveraging AI and automation with weak Q2 guidance ahead.
Alphabet (GOOGL) reaches record highs near $387 after crushing Q1 estimates. JP Morgan sets $460 price target, citing AI monetization success.
Fiserv (FISV) stock dropped 7% after Q1 2026 earnings showed 4% organic revenue decline. Analysts slashed targets despite adjusted EPS beat.
Lam Research (LRCX) achieves record $275.99 high with 252% annual return. Analysts lift targets to $340 amid strong Q3 beat and AI growth prospects.
DigitalOcean (DOCN) stock jumped 16% after crushing Q1 estimates with $257.9M revenue and $0.44 EPS. AI customer growth surged 221% year-over-year.
Digi Power X (DGXX) stock jumped 39% after securing a $1.1B, 10-year AI data center partnership with Cerebras Systems for a 40 MW facility in Alabama.