Strategy (MSTR) disclosed a $12.54B Q1 loss driven by bitcoin’s 25% drop. Stock hit $190 as BTC rebounds above $80K. Full analysis inside.
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Micron (MU) crossed $700B market cap for the first time, surging 10% on AI chip demand, supply constraints, and a $1,000 analyst target. Up 125% YTD.
Uber (UBER) reports Q1 earnings Wednesday with $13.33B revenue expected. Stock down 9% YTD as robotaxi investments with Lucid, Rivian expand.
FedEx (FDX) stock rises 1.28% after expanding its ServiceNow (NOW) partnership to integrate 2+ petabytes of daily logistics data into procurement systems.
Super Micro Computer (SMCI) reports Q3 earnings today. Investors focus on DOJ probe, Oracle contract loss, and shrinking margins. Stock down 77% from peak.
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.