Stocks
SpaceX IPO Filing Targets $1.75 Trillion Valuation
SpaceX is targeting a $75 billion raise at a $1.75T valuation, surpassing Saudi Aramco. The IPO could price June 11 and list on Nasdaq June 12.
May 21, 2026
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109 articles
Stocks
Walmart Earnings Test the Consumer Thesis on Day One of Warsh Fed
Walmart reports Q1 FY27 earnings May 21 with consensus at $0.65 EPS. Tariff pass-through and consumer sentiment at record lows are the key reads.
May 21, 2026
Stocks
Home Depot Beats But Housing Headwinds Won't Quit
Home Depot topped Q1 estimates with $41.8B revenue and $3.43 EPS, but same-store sales missed and housing affordability pressures persist.
May 20, 2026
Stocks
Nvidia Earnings Preview: $79B Quarter Meets 4.7% Yields
Nvidia reports Q1 FY27 earnings after Wednesday's close. Analysts expect $79B revenue and $1.78 EPS, but rising yields and China risk loom large.
May 20, 2026
Stocks
Hims & Hers Loses 11% as Debt Deal Follows Disastrous Earnings
Hims & Hers dropped 11% on May 19 after announcing a $300M convertible debt offering, following a Q1 earnings miss with a $92M net loss and CEO insider sales.
May 19, 2026
Stocks
NVIDIA Earnings Wednesday: The $87 Billion Guidance Question
NVIDIA reports Q1 FY27 earnings May 20 with analysts expecting $79.2B revenue. The real test is Q2 guidance near $87B that could reset the entire AI trade.
May 19, 2026
Stocks
Nvidia's $78 Billion Quarter Faces a Supply Chain Under Siege
Nvidia reports fiscal Q1 earnings Tuesday with $78B in expected revenue. The Iran war's helium shortage and chip supply chain disruptions raise the stakes for guidance.
May 18, 2026
Stocks
Samsung Strike and TSMC Stake Sale Hit Chip Stocks Monday
Samsung faces an 18-day strike by 45,000 workers as TSMC sells $850M in Vanguard shares. Asia chip stocks fell hard Monday, dragging NVDA down 4.4%.
May 18, 2026
Stocks
Doximity Crashes 24% as AI Spending Eats Into Margins
Doximity stock plunged 24% after fiscal Q4 earnings missed on EPS and management guided for just 3-5% revenue growth in FY2027 with compressed margins.
May 15, 2026
Stocks
Cisco Surges 13% as AI Orders Hit $9 Billion — Is It Sustainable?
Cisco stock surged 13.4% after raising AI infrastructure orders guidance to $9B from $5B and posting record Q3 revenue of $15.84 billion.
May 15, 2026
Stocks
Nvidia H200 Cleared for China, but Beijing Blocks Delivery
The U.S. cleared Nvidia H200 sales to 10 Chinese firms including Alibaba and Tencent, but Beijing has paused deliveries amid the Trump-Xi summit.
May 14, 2026
Stocks
Cisco Surges 15% on AI Orders, 4,000 Layoffs, Beat
Cisco (CSCO) jumped 15% pre-market after beating Q3 estimates, cutting 4,000 jobs, and booking $5.3B in AI orders year-to-date.
May 14, 2026
Stocks
Qualcomm Plunges 13% in Worst Session Since 2020
Qualcomm fell 13% on Tuesday, its worst day since 2020, as hot inflation data and fundamental concerns about Apple share loss triggered a brutal selloff.
May 13, 2026
Stocks
eBay Rejects GameStop's $56B Bid as "Not Credible"
eBay rejected GameStop's $56 billion unsolicited takeover bid, calling it "neither credible nor attractive." Ryan Cohen signals he may take the fight to shareholders.
May 13, 2026
Stocks
Disney Faces FCC License Threat in First Amendment Fight
FCC fast-tracks review of Disney's eight broadcast licenses over Jimmy Kimmel, The View content. Disney claims First Amendment violation in growing political battle.
May 12, 2026
Stocks
Intel Stock Rockets 240% in 2026 on Apple Chip Deal
Intel stock surges 240% year-to-date after Apple chip manufacturing deal. Wall Street rotates from Nvidia to Intel, AMD as AI chip trade broadens.
May 12, 2026
Stocks
Cloudflare Sheds 24% After AI-Driven Layoffs Rattle Investors
Cloudflare stock fell 24% after cutting 1,100 employees due to AI automation and issuing Q2 guidance that missed consensus by $1 million, despite beating Q1 estimates.
May 11, 2026
Stocks
Innodata Soars 92% on AI Earnings Blowout and Big Tech Deal
Innodata stock surged 92% after Q1 revenue jumped 54% to $90.1M, a new Big Tech contract worth $51M, and raised full-year guidance to 40% growth.
May 11, 2026
Stocks
Whirlpool Crashes 21% After Cutting Guidance, Dividend
Whirlpool stock plunges 21% after Q1 miss, slashing 2026 EPS guidance from $6.23 to $3.00-$3.50 and suspending its dividend amid war-driven demand collapse.
May 8, 2026
Stocks
Snap Falls 8.5% Despite Revenue Beat on Weak Guidance
Kevin Warsh is set to become Fed Chair on May 15 after a party-line Senate vote. Here's what his leadership means for interest rates and markets.
May 8, 2026
Stocks
Coinbase Cuts 700 Jobs Before Earnings as Crypto Winter Bites
Coinbase slashed 14% of its workforce days before its Q1 earnings report on May 7, citing AI efficiency. Bitcoin is down 35% from its October 2025 peak.
May 7, 2026
Stocks
AMD Soars 16% as Data Center Revenue Crushes Estimates
AMD stock surged 16% after Q1 revenue hit $10.25B, beating estimates by $360M. Data center sales jumped 57% as Goldman upgraded the chipmaker to buy.
May 7, 2026
Stocks
Intel Hits All-Time High on Apple Foundry Deal Reports
Intel stock surges 13% to a new all-time high on reports Apple is in talks to use Intel as its primary U.S. chip manufacturer, capping a 175% rally in 2026.
May 6, 2026
Stocks
Sterling Infrastructure Explodes 52% on AI Buildout Boom
Sterling Infrastructure stock soars 52% after Q1 earnings crush estimates with $3.59 EPS vs. $2.01 expected, driven by AI data center construction demand.
May 6, 2026