News — AI supercycle headlines

Zacks11h agoneutral

LegalZoom (LZ) Q1 Earnings Lag Estimates

LegalZoom (LZ) delivered earnings and revenue surprises of -10.45% and +2.17%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

EOSE

Zacks11h agoneutral

Coherent (COHR) Q3 Earnings Match Estimates

Coherent (COHR) delivered earnings and revenue surprises of +0.24% and +1.46%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

COHR

Zacks11h agoneutral

AppLovin (APP) Q1 Earnings and Revenues Top Estimates

AppLovin (APP) delivered earnings and revenue surprises of +4.83% and +3.86%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

APP

Barrons.com11h agoneutral

First Lumentum, Now Coherent. Why Earnings Aren’t Boosting the AI Laser Stock.

Coherent reported quarterly earnings that were in-line with Wall Street’s expectations, with gross margins increasing slightly. The optical networking company is benefiting from the artificial intelligence data center boom—but shares fell anyway. Coherent posted adjusted earnings of $1.41 a share for the fiscal third-quarter, compared to 91 cents a year ago and Wall Street’s $1.40 a share prediction.

COHR GLW LITE

Moby12h agoneutral

NRG Energy, Inc. Q1 2026 Earnings Call Summary

Moby summary of NRG Energy, Inc.'s Q1 2026 earnings call

NRG

Moby12h agoneutral

One Stop Systems, Inc. Q1 2026 Earnings Call Summary

Moby summary of One Stop Systems, Inc.'s Q1 2026 earnings call

OSS

MarketBeat12h agoneutral

Novavax Q1 Earnings Call Highlights

Novavax (NASDAQ:NVAX) executives used the company’s first-quarter 2026 earnings call to highlight continued progress in reshaping the business around partner-driven revenue, a leaner operating model, and selective internal R&D designed to seed additional collaborations. Strategy centered on par

PFE

MarketBeat12h agoneutral

One Stop Systems Q1 Earnings Call Highlights

One Stop Systems (NASDAQ:OSS) reported a strong start to 2026, posting significant year-over-year gains in both revenue and profitability as demand increased for its ruggedized, enterprise-class compute platforms across defense and commercial markets. Management also reaffirmed full-year guidance, c

OSS

Investopedia12h agoneutral

Here's How Much McDonald's Stock Is Expected to Move After Earnings

McDonald's is set to report earnings ahead of markets opening Thursday, with the stock seen potentially hitting its lowest point in nearly two years following the results.

MCD

Barchart12h agoneutral

The Biggest Catalyst for OKLO Stock May Not Be Earnings, But a Brewing Short Squeeze

OKLO stock carries the highest short interest in the utilities sector at 16.45%. A potential short squeeze, not earnings, could be the next big catalyst for investors.

META OKLO

Reuters Videos13h agoneutralVIDEO

Disney earnings show consumers are 'full systems go,' says CIO

<body>STORY: Disney reported adjusted earnings-per-share of $1.57 and revenue of $25.2 billion for January through March. Analysts, on average, had expected adjusted EPS of $1.49 and revenue of $24.78 billion, according to LSEG."All three aspects of their business did extraordinary," said Weinand, referring to streaming, theme parks and merchandise. "I don't know the last time you've been to a theme park, but it's $300 to get in the door, and it's about $1,000 per person by the time you've left," he said. "Add that to almost every single streaming service is increasing their subscription prices, and people are paying it." While most of those consumers are in middle- or upper-income brackets, Weinand said lower-middle class  consumers are also spending, but at "entry-level consumer goods stores.""That's kind of why I still like a Ross Stores or a TJ Maxx," he said, noting that shares of Ross Stores are "up about 26% this year."</body>

DIS

Barchart13h agoneutral

Ahead of Airbnb Earnings, Here Is What Barchart Options Data Shows for ABNB Stock

Airbnb is set to report its fiscal Q1 earnings tomorrow (May 7) after market close. Options traders are currently positioned for upside in ABNB stock after its quarterly release.

ABNB

Barchart13h agoneutral

After an Earnings Blowout, Morgan Stanley Just Raised This Chip Stock’s Target Price by $8

Navitas Semiconductor has a number of strong, positive, potential catalysts, but it's also facing tough competitive threats along with its high price tag.

NVTS

Yahoo Finance14h agoneutral

McDonald's to report Q1 earnings as value push, viral burger launch may offset consumer softness

Wall Street is looking for McDonald's promotions to help it offset expected consumer weakness.

MCD ^GSPC

Investor's Business Daily14h agoneutral

Oklo Milestone Lifts These Nuclear Stocks Ahead Of Earnings

Nuclear stocks Vistra, NuScale Power and Energy Fuels prepare to report earnings on Thursday, while Oklo awaits. Oklo stock jumped on news Wednesday that also lifted most of its peers, but not S&P 500 nuclear stock Vistra.

OKLO SMCI SMR TLN UUUU VST

Motley Fool14h agoneutral

Forget the SpaceX IPO. Thursday Is Space Earnings Day for Space Stocks BlackSky, Redwire, and Rocket Lab

Don't want to wait for the SpaceX IPO to invest in space? Good news: You don't have to!

BKSY RDW

Trefis14h agoneutral

Does Zoom Look Undervalued At 18x Earnings?

Is Zoom Communications stock (NASDAQ: ZM) pricey at 18 times earnings? Not at all.

CRM CSCO GOOGL MSFT

Benzinga15h agoneutral

How To Earn $500 A Month From Kraft Heinz Stock Ahead Of Q1 Earnings

The Kraft Heinz Company will release earnings for its first quarter before the opening bell on Wednesday, May 6. Analysts expect the company to report quarterly earnings of 50 cents per share, down from 62 cents per share in the year-ago period. The consensus estimate for Kraft Heinz's quarterly revenue is $5.88 billion (it reported $6 billion last year), according to Benzinga Pro. Ahead of quarterly earnings, BTIG analyst Rob Dickerson, on April 14, initiated coverage on Kraft Heinz with a Neut

KHC

Zacks15h agoneutral

Can Healthy Revenue Growth Boost Ubiquiti's Q3 Earnings?

UI heads into fiscal Q3 earnings with rising Enterprise demand and projected revenue growth after beating estimates for four straight quarters.

Moby15h agoneutral

Uber Technologies, Inc. Q1 2026 Earnings Call Summary

Moby summary of Uber Technologies, Inc.'s Q1 2026 earnings call

UBER

Moby16h agoneutral

Trimble Inc. Q1 2026 Earnings Call Summary

Moby summary of Trimble Inc.'s Q1 2026 earnings call

TRMB

Investor's Business Daily16h agoneutral

Warren Buffett Stock DaVita Pumps Out A Powerful Earnings Breakout

DaVita earnings jumped on rebounding dialysis treatment volumes. Here is what gives the firm a "Buffett-style" quality.

BRKB

MT Newswires16h agoneutral

Burger King Parent Restaurant Brands' First-Quarter Earnings, Revenue Top Street Views

Restaurant Brands International's (QSR) first-quarter earnings and revenue topped Wall Street's esti

QSR

Motley Fool16h agoneutral

Disney (DIS) Q2 2026 Earnings Transcript

With me today are Josh DAmaro, our Chief Executive Officer; and Hugh Johnston, our Chief Financial Officer. You will notice that we've adjusted our earnings materials to shift our focus more toward the Walt Disney Company as a whole rather than its individual segments.

DIS

Moby16h agoneutral

ITT Inc. Q1 2026 Earnings Call Summary

Moby summary of ITT Inc.'s Q1 2026 earnings call

Moby16h agoneutral

Restaurant Brands International Inc. Q1 2026 Earnings Call Summary

Moby summary of Restaurant Brands International Inc.'s Q1 2026 earnings call

QSR

Motley Fool16h agoneutral

Devon Energy (DVN) Q1 2026 Earnings Transcript

Clay Gaspar: Today, we will focus on Devon Energy Corporation's strong first quarter 2026 results, which once again demonstrate the operational excellence and financial discipline that define this organization. After walking through our Q1 results, I will turn to a quick update on our transformative merger with Cotera Energy. As you can see on the slide, beating on production and capital once again resulted in impressive free cash flow for the quarter.

DVN

Moby16h agoneutral

The Walt Disney Company Q2 2026 Earnings Call Summary

Moby summary of The Walt Disney Company's Q2 2026 earnings call

DIS

Moby16h agoneutral

Apollo Global Management, Inc. Q1 2026 Earnings Call Summary

Moby summary of Apollo Global Management, Inc.'s Q1 2026 earnings call

INTC

Moby16h agoneutral

The Kraft Heinz Company Q1 2026 Earnings Call Summary

Moby summary of The Kraft Heinz Company's Q1 2026 earnings call

KHC