Stock Trading — Page 3
128 articles in this category
Alibaba's AI Cloud Grew 38% in Q4 — AI Revenue Is on Pace for 50% of the Cloud Segment Within a Year
Alibaba reported fiscal Q4 2026 earnings on May 13, 2026 — Alibaba Cloud grew 38% to $6.04B, AI products hit 30% of external cloud revenue, and CEO Eddie Wu projected AI will exceed 50% of the segment within 12 months.
Japan's SBI Securities and Rakuten Securities to Launch Crypto Investment Trusts — In-House Bitcoin and Ethereum Products for Retail
On May 17, 2026, CoinDesk reported that SBI Securities and Rakuten Securities will offer in-house crypto investment trusts to Japanese retail investors, with Nomura also lining up its own products as regulators finalize rules.
NVIDIA Heads Into Q1 FY27 Earnings With the Stock Near All-Time Highs and Wall Street Watching AI Demand
NVIDIA reports Q1 fiscal 2027 earnings on May 20, 2026 — the stock hit a $232 intraday high on May 16 with analysts forecasting continued strong year-over-year revenue growth from AI data center chip demand.
Applied Materials Posts a Record Q2 — $7.91B Revenue, 50% Gross Margin, and Eight Price-Target Hikes in a Day
Applied Materials beat Q2 FY2026 estimates with $7.91B revenue and $2.86 non-GAAP EPS on May 15, 2026 — triggering eight Wall Street price target hikes and a 30% calendar-2026 growth call.
Cisco's AI Orders Forecast Hits $9 Billion — Record Q3 Revenue Sends the Stock to an All-Time High
Cisco reported record Q3 fiscal 2026 revenue of $15.84B on May 13, 2026 — and raised its full-year AI orders forecast to $9 billion, up from $5 billion, sending the stock to a new all-time high.
Nebius Crushes Q1 — 684% Revenue Growth, $27B Meta Contract, and a $20-25B CapEx Step-Up
Nebius Group reported Q1 2026 revenue of $399 million on May 13, 2026 — up 684% year-over-year — and disclosed a $27B Meta capacity contract along with raised full-year CapEx guidance to $20B-$25B.
KLA Splits 10-for-1 — The First Big-Tech Stock-Split Story of 2026 Lands With a Record-Setting Run Behind It
KLA Corporation announced a 10-for-1 forward stock split on May 7, 2026 — the first major US tech stock split of the year, with split-adjusted trading kicking off June 12 alongside a 17th consecutive annual dividend boost.
Jabil Beats Q2 Print and Raises Full-Year Guidance to $34B as Intelligent Infrastructure Surges 52% YoY
Jabil stock climbed on May 11, 2026 after Q2 fiscal 2026 revenue hit $8.28B with EPS of $2.69, and the company raised full-year guidance to roughly $34B on AI data-center demand.
Datadog Q1 Crushes the Print: $1.01B Revenue, FedRAMP High Certified, 2026 Guidance Raised to $4.34B
Datadog stock jumped 31% on May 7, 2026 after Q1 revenue hit $1.01B (up 32% YoY), the company secured FedRAMP High certification, and management lifted full-year 2026 guidance to $4.30B–$4.34B.
Intel Surges 13% to All-Time High On Preliminary Apple Chip Manufacturing Deal
Intel stock jumped 13% to an all-time high above $130 on May 8, 2026 after reports of a preliminary chip manufacturing deal with Apple — Intel's foundry pivot is finally working.
Micron Surges 38% On the Week As AI Memory Demand Drives Memory Stocks to Record Highs
Micron Technology jumped over 15% on May 8, 2026 to push past $850B market cap, capping a 38% weekly surge as AI memory demand sends DRAM and NAND prices sharply higher.
Axon's Q1 Beat: Revenue Tops $807M, Stock Jumps 12%, Full-Year Guidance Raised
Axon Enterprise reported Q1 2026 revenue of $807M against a $779M consensus on May 7, 2026 — raising full-year guidance and sending the stock up more than 12% on the print.
Super Micro's Q3 Beat: Margins Bounce Back, AI Data Center Demand Powers $40B Outlook
Super Micro Computer surged 24% on May 6, 2026 after Q3 earnings beat estimates by 33% — non-GAAP gross margins jumped to 10.1% and the AI server maker raised its full-year revenue outlook to $40.4B.
AMD's Q1 Blowout: $10.25B Revenue, Data Center Up 57%, Stock Surges 16%
Advanced Micro Devices reported Q1 2026 revenue of $10.25B on May 5, 2026 — beating estimates with 38% YoY growth, data center revenue up 57%, and Q2 guidance of $11.2B that sent shares 16% higher on May 6.
Palantir's Q1 Beat: 85% Revenue Growth, Rule of 40 at 145%, Guidance Crushed
Palantir delivered $1.63B Q1 2026 revenue at 85% YoY growth on May 5, 2026, beating Wall Street estimates with U.S. commercial up 133% and a Rule of 40 score of 145% — and management raised full-year guidance again.
Twilio's Q1 Beat: Voice AI Surges, Stock Jumps 19%, 2026 Outlook Raised
Twilio crushed Q1 2026 expectations with $1.41B revenue and $1.50 adjusted EPS — voice AI hit a five-year high, the stock jumped 19% on May 1, and management raised the full-year revenue growth outlook to 14-15%.
Alphabet's Q1 Beat: Google Cloud Surges 63%, Setting a New AI Infrastructure Bar
Alphabet posted Q1 2026 revenue of $109.9 billion on April 30, beating consensus by nearly $3 billion as Google Cloud accelerated to 63% year-over-year growth — the cleanest signal yet that AI infrastructure demand is still surprising to the upside.
Apple's Q2 Beat: $111B Revenue, iPhone +21.7%, and a Services All-Time High
Apple posted Q2 fiscal 2026 revenue of $111.18B (up 17% YoY) on April 30, 2026 — iPhone revenue surged 21.7%, Services hit an all-time record $30.98B, and Greater China sales jumped 28% to $20.5B.
SanDisk's Q3 Beat Is the Cleanest AI Infrastructure Read of the Quarter
SanDisk delivered Q3 revenue of $5.95B (+251% YoY) on May 1, 2026, beating consensus by $1.25B with EPS of $23.41 versus $14.50 expected — and disclosed five multi-year supply agreements valued at over $11B.
Microsoft's Azure Surges 40% as Q1 Earnings Set a New $190B AI Capex Bar
Microsoft posted Q1 2026 EPS of $4.27 on $82.89B revenue on April 29, 2026, with Azure growing 40% year over year and the company guiding 2026 capital expenditures up to $190B as AI infrastructure demand keeps accelerating.
SoFi Posts Record Q1 2026 — Revenue Up 43%, Profit More Than Doubles, Outlook Raised
SoFi reported record Q1 2026 results on April 29 — adjusted net revenue of $1.1B (up 41% YoY), net income up to $166.7M, $12.2B in loan originations, and a raised full-year 2026 outlook.
Mag 7 Earnings Week Begins Tomorrow — What Microsoft, Alphabet, Meta, Amazon, and Apple Could Set in Motion
Five of the Magnificent Seven report this week — Microsoft, Alphabet, Meta, and Amazon on April 29, Apple on April 30 — with AI capex, cloud growth, and AI infrastructure spend in focus.
Tesla Q1 Earnings Beat — Plus a $25B+ AI and Robotics Capital Commitment for 2026
Tesla beat Q1 2026 estimates with $22.39B in revenue and $0.41 EPS, then committed over $25 billion to AI, robotics, Cybercab, and Optimus capex through the rest of 2026.
Bitcoin ETF Inflows Hit $2.1B Across a 9-Day Streak — IBIT Crosses $63B in AUM
U.S. spot Bitcoin ETFs notched a 9-day inflow streak through April 24 totaling $2.1B, lifting cumulative net inflows to $58B and BlackRock's IBIT to about $63B in assets.