Stocks
Snowflake Surges 36% on Earnings Beat and Raised AI Guidance
Snowflake stock jumped 36.5% after Q1 product revenue rose 34% YoY and full-year guidance was raised to 31% growth. AI workloads are the catalyst.
May 29, 2026
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Stocks
Dell Soars 38% as AI Server Revenue Hits $16.1 Billion
Dell Technologies shares surged 38% after Q1 AI server revenue hit $16.1 billion, up 757% YoY. Full-year AI guidance raised to $60 billion.
May 29, 2026
Stocks
Defense Stocks Rally as U.S. Weapons Stockpile Hits Critical Low
Defense stocks surge as Pentagon reports critical weapons inventory shortfalls from Iran campaign. Leidos, General Dynamics, and Howmet Aerospace lead gains.
May 28, 2026
Stocks
Nvidia Drops 10% From Peak Despite Record $81.6B Quarter
Nvidia stock falls 10% from its May 14 high of $236.54 despite reporting record Q1 revenue of $81.6 billion. Huawei competition and China market loss weigh on shares.
May 28, 2026
Stocks
AMD's 114% Rally Shows AI Chip Race Is No Longer Nvidia's Alone
AMD stock surges 114% in 2026 on $100B Meta deal and OpenAI contracts. How the AI chip duopoly is reshaping semiconductor investing for traders.
May 27, 2026
Stocks
Micron Joins the Trillion-Dollar Club on a 19% Surge
Micron Technology crosses $1 trillion market cap after UBS triples price target to $1,625. Inside the AI memory boom that created the hottest trade of 2026.
May 27, 2026
Stocks
Futu Holdings Crashes 28% on China's $271M Penalty
Futu Holdings plunged 28% after China's CSRC proposed a $271 million penalty for illegal cross-border brokerage services, threatening its mainland business.
May 26, 2026
Stocks
Dell Surges 150% in Three Months on AI Server Backlog
Dell stock has jumped 150% since late February as a $43 billion AI server backlog and analyst upgrades fuel the rally ahead of Q1 earnings on May 28.
May 26, 2026
Stocks
Deere Beat Earnings 14% and Sold Off 5%. Here's Why.
Deere posted Q2 EPS of $6.55 versus $5.81 consensus, but shares fell 5.2% as a $1.2B tariff hit and weak ag outlook spooked traders.
May 22, 2026
Stocks
Nvidia's $81.6B Quarter and $80B Buyback Reset the AI Trade
Nvidia posted $81.6 billion in Q1 revenue and authorized an $80 billion buyback, but the stock action tells a more complicated story.
May 22, 2026
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
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