News — AI supercycle headlines

StockStory1d agoneutral

5 Must-Read Analyst Questions From Axon’s Q1 Earnings Call

Axon’s first quarter results were met with a positive market reaction, reflecting management’s emphasis on expanding AI adoption and accelerating demand for its integrated hardware and software solutions. CEO Patrick Smith highlighted that customers are increasingly treating AI as a core element for productivity and operational efficiency, with updated offerings like Axon Vision and Guardian gaining traction. Management also pointed to robust growth in both traditional TASER products and newer s

24/7 Wall St.9d agobearish

Trade Desk Tumbles 13%, AppLovin Holds Gains as Ad-Tech Q1 Earnings Split Wall Street

Shares of The Trade Desk (NASDAQ:TTD) are down roughly 13% to $20.41 in early Friday trading after the company posted a Q1 2026 earnings miss and issued a softer Q2 2026 outlook than the Street had hoped to see. The stock closed Thursday at $23.49, already down 38% year to date (YTD) heading into the ... Trade Desk Tumbles 13%, AppLovin Holds Gains as Ad-Tech Q1 Earnings Split Wall Street

Barrons.com10d agobullish

Axon Enterprise Stock Jumps After Earnings. Tasers Are Going International.

Shares of Axon Enterprise rose sharply Thursday after the maker of law-enforcement technology like Tasers and body cameras reported a spike in international sales. Axon stock jumped 7.6% to $415.14 on Thursday.

AXON

Zacks10d agobearish

AXON Q1 Earnings Miss Estimates on Tariff-Driven Margins

Axon raises its 2026 revenue outlook after Q1 sales surge 33.7%, fueled by strong demand for TASER 10, body cameras and AI offerings.

AXON

24/7 Wall St.10d agobullish

AppLovin Price Prediction Raised After Q1 Earnings Beat

Our AppLovin (NASDAQ:APP) call comes at a moment when the stock has recovered ground after a weak first quarter. Shares trade at $468.83 as of writing, and our proprietary model points to meaningful upside from here. The 24/7 Wall St. price target for AppLovin is $576.79, implying 23.03% upside over the next 12 months. Confidence ... AppLovin Price Prediction Raised After Q1 Earnings Beat

APP AXON

GuruFocus.com10d agoneutral

Axon Raises Guidance With AI Revenue Up 700%

A beat and a guidance raise mark Axon's ninth straight quarter of 30%-plus growth

AXON

MarketBeat10d agoneutral

Axon Enterprise Q1 Earnings Call Highlights

Axon Enterprise (NASDAQ:AXON) executives used the company’s first-quarter 2026 earnings call to highlight continued rapid growth, rising adoption of its AI-focused offerings, and accelerating demand for its counter-drone business, while raising full-year revenue guidance. Management frames AI as a

AXON