Stock Trading — Page 5
172 articles in this category
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.
Nvidia Closes Above $5 Trillion as AI Chip Demand Pushes It Past Every Other Company
Nvidia's stock surged 4.3% Friday to a record close, lifting its market cap above $5 trillion and cementing its position as the world's most valuable company by a $1T margin.
Intel Posts Sixth Straight Earnings Beat as Tesla Signs On for Its 14A Foundry Process
Intel's Q1 2026 crushed estimates for the sixth consecutive quarter — data center AI revenue up 24%, stock surging 24%, and Tesla becoming the first major 14A foundry customer.
Adobe Greenlights $25 Billion Stock Buyback Through 2030 as Tech Sector Posts 11% Monthly Gains
Adobe's $25B stock buyback through April 2030 sends shares up 3.6% — a confidence signal from the AI creative leader as the US tech sector climbs 11% in April.
Q1 2026 Shatters Every Venture Record as AI Claims $242B of $300B in Global Funding
Crunchbase data shows Q1 2026 hit $300B in global startup funding — up 150% year-over-year — with AI capturing 81%, led by OpenAI, Anthropic, xAI, and Waymo's mega-rounds.