News — AI supercycle headlines

Zacks12h 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

Zacks12h agobullish

Kratos (KTOS) Beats Q1 Earnings and Revenue Estimates

Kratos (KTOS) delivered earnings and revenue surprises of +26.28% and +7.70%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

ATRO

Zacks12h agobullish

Clearfield (CLFD) Reports Q2 Loss, Tops Revenue Estimates

Clearfield (CLFD) delivered earnings and revenue surprises of 0.00% and +2.20%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

UMAC

Zacks12h 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

Zacks12h 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.com12h 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

Zacks12h agobullish

Cirrus Logic (CRUS) Tops Q4 Earnings and Revenue Estimates

Cirrus Logic (CRUS) delivered earnings and revenue surprises of +11.00% and +1.98%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

CRUS

Moby13h agoneutral

NRG Energy, Inc. Q1 2026 Earnings Call Summary

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

NRG

Investing.com13h agobearish

Snap falls 3% on in-line second quarter guidance

Investing.com - Snap Inc. (NYSE:SNAP) reported first quarter results that exceeded analyst expectations, but shares fell 3% as the company’s second quarter revenue guidance came in roughly in line with Wall Street estimates.

SNAP

Moby13h agoneutral

One Stop Systems, Inc. Q1 2026 Earnings Call Summary

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

OSS

MarketBeat13h 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

MarketBeat13h 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

Investor's Business Daily13h agobullish

DoorDash Stock Rallying After Q1 Earnings Beat

DoorDash stock rallied late Wednesday after the food-delivery company reported first-quarter earnings that beat estimates despite revenue slightly below expectations. For the March-ended quarter, DoorDash earned 44 cents per share, up slightly from 42 cents a year earlier. Sales increased 33% to $4 billion, below analyst estimates of $4.2 billion.

UBER

Barchart13h agobullish

With Earnings Ahead, Wait for a Dip Before You Buy CoreWeave Stock

CoreWeave’s Q1 will reflect solid top-line growth as demand for its high-performance computing infrastructure remains solid.

CRWV META

Barchart13h agobullish

Stock Surge on Robust Tech Earnings and US-Iran Peace Hopes

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed up +1.46%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +1.24%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +2.08%. June E-mini S&P futures (ESM26 ) rose +1.45%, and June E-mini Nasdaq futures...

SMCI

Investopedia13h 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

Barchart13h 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

Yahoo Finance13h agobearish

Coinbase to face earnings test after job cuts announcement, rough crypto market stretch

Coinbase is scheduled to report Q1 earnings on Thursday after the bell.

COIN HOOD

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

Motley Fool14h agobullish

S&P 500 and Nasdaq-100 Surge: AMD Earnings Steal the Show at Midday

Chip stocks are having a moment, and AMD is leading the charge. Oil prices are tanking, too. Here's what you need to know.

AMD INTC ^DJI ^GSPC

Barchart14h 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

Zacks14h agobullish

Buy the Spike in AMD stock After Strong Q1 Results & Bullish Guidance?

Investors applauded AMD's strong Q1 report yesterday evening, with shares spiking over 20% in Wednesday morning's trading session to a new all-time high of $430.

AVGO

Barchart14h 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 Finance15h 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

Zacks15h agoneutral

Best Stocks for May: QBTS, RGTI With 75% Target Upside Before Earnings

QBTS and RGTI surge back into focus as improving risk appetite and AI-quantum momentum drive over 75% upside targets ahead of Q1 earnings.

QBTS RGTI

Investor's Business Daily15h 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 Fool15h 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

Reuters Videos15h agobullishVIDEO

Disney earnings beat estimates as new CEO outlines growth strategy

<body>STORY: Walt Disney is kicking off a new era, and Wall Street liked what it heard.Shares surged as much as 8.5% in Wednesday trading after the company reported quarterly results that topped analysts' expectations.:; DisneyIt was also the first earnings call for new Disney CEO Josh D'Amaro, who took over from longtime chief executive Bob Iger in mid-March.D'Amaro used the moment to lay out his vision for the company, vowing to stay focused on creative excellence, grow Disney's streaming business, and keep investing in theme parks and cruise lines.At its entertainment division, operating income jumped 6% for the quarter, boosted by higher subscription and ad revenue from streaming services including Disney+. :; DisneyTheme parks told a more mixed story. Guests who did visit spent more — but overall attendance was down, partly due to fewer international tourists. Disney noted that it is "not immune" from the impacts of rising gas prices — and that a further increase could lead to more changes in consumer behavior.Meanwhile, the company's sports division, home of ESPN, faced pressure from rising programming costs. But executives pushed back on any notion that ESPN is fading — calling it the world's biggest sports media brand and an "important contributor" to the company's portfolio.:: Particle6ArchiveD'Amaro also addressed AI, saying it presented "meaningful long-term opportunities," including the potential to make production more efficient, but that human creativity would remain at Disney's core.</body>

DIS

Barchart15h agobullish

Super Micro Computer Soars on Earnings Beat. Here's What Comes Next for SMCI Stock.

Super Micro stock soars as impressive Q4 guidance overshadows a major revenue miss in the third quarter. Rosenblatt Securities recommends buying SMCI shares into the post-earnings strength.

SMCI

Schaeffer's Investment Research15h agobullish

Signal: Eli Lilly Stock Remains a "Buy" After Earnings

LLY has cleared a historically bullish trendline on the charts

LLY