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Datadog stock is leading software stocks higher after the enterprise tech players reported results ahead of expectations.

Shares of Palantir (NASDAQ:PLTR) delivered some impressive quarterly earnings only to be met with a mildly negative reaction. Indeed, it was another tough crowd of Palantir shareholders. This beat-and-drop reaction has happened before and, if I were to place a bet, it’s probably going to happen again. Given good results no longer mean a good ... Palantir Just Beat Earnings and Dropped. This Has Happened Before. Here’s What Came Next

Himax expects sequential growth in the second quarter as automotive projects, non-driver ICs, WiseEye AI, and smart glasses opportunities support its 2026 outlook. Key Investor TakeawaysHimax (NASDAQ:HIMX) reported Q1 revenue of $199.

Yehoshua Nir: Thank you, Erica. Last quarter, I spoke about SolarEdge shifting from defense to offense with 2026 being a year of transformation and acceleration for the company. The first aspect of our transformation is achieving profitable growth.

The CBOE Volatility Index (VIX) slipped about 1.2% Thursday morning to hover just above the 17 level, extending a steady drift lower from the 31.05 peak set on March 27. The fear gauge is down 28% over the past month and squarely inside the 15 to 20 normal band. With stocks perched near records, the ... VIX Stands Firm as Fear Drains, Stocks Chase Records and Earnings Keep Dip-Buyers Engaged

MACOM Technology tops Q2 estimates as earnings jump 28% Y/Y and revenues climb 22.5%, backed by strong margins and upbeat Q3 outlook.

KTOS beats Q1 estimates as adjusted EPS rises to 16 cents, and revenues jump 22.6% to $371 million, with the backlog climbing to $1.635 billion.

Najat Khan: Good morning, everyone, and thank you for joining us. First, we're focusing on signal over noise, generating proof and proof points across our both wholly owned programs and our partner programs with the goal to showcase where AI can truly make a difference in creating value.

DoorDash Inc (NYSE:DASH) reported mixed first quarter 2026 results, beating profit expectations but coming in slightly below revenue estimates, while underlying order growth and marketplace activity remained strong. For the quarter ended March 31, DoorDash posted adjusted earnings per share...

ORA's Q1 adjusted EPS jumps 91.2% to $1.30, and revenues surge 75.8% to $403.9 million, led by Product and Energy Storage gains.

Bruker beats Q1 earnings and revenue estimates as Europe growth and strong BSI bookings offset margin pressure and softer organic sales.

AI ransomware and data centers are both driving up demand for Fortinet’s products, analyst Gray Powell said.

MCD beats Q1 2026 estimates as global comps rise 3.8% and systemwide sales top $34B, with loyalty sales exceeding $9B across 70 markets.

Allegro MicroSystems (NASDAQ:ALGM) reported fiscal fourth-quarter and full-year 2026 results that management said reflected continued momentum across both automotive and industrial end markets, highlighted by record data center contributions and expanding content opportunities in next-generation pow

Dylan Taylor: Thank you, Adi, and good morning, everyone. Voyager had an outstanding first quarter with record backlog, a book-to-bill ratio of 1.3 and significant traction on new contracts, including Golden Dome. The backlog growth reflects broad-based demand and multiple awards across the Golden Dome architecture, additional work on next-generation interceptor and as importantly, we were awarded a contract with Raytheon to develop advanced technologies for their standard missile interceptor program, a major win for us.

Additional information concerning factors that could cause actual results to materially differ from those in our forward-looking statements is contained in our filings with the SEC, including our annual report on Form 10-K and quarterly reports on Form 10-Q. The forward-looking information provided today is time-sensitive and accurate only as of today, May 6, 2026, unless otherwise noted. This call is the property of Centrus Energy.

Howmet Aerospace cleared estimates driven by commercial, defense engine demand. HWM stock is set to rallied past a buy point.

Lucid Drops After Earnings Reveal Delivery Weakness, Rising Losses

AppLovin Corp (NASDAQ:APP) reported better-than-expected first quarter results and raised its outlook for the current quarter, driven by continued strength in its AI-powered advertising business. The marketing and advertising technology company posted first-quarter revenue of $1.84 billion,...

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

The company said it mined a record 817 bitcoin in the quarter, up from about 783 in Q4 2025, and purchased an additional 803 bitcoin through treasury operations. Mining gross…

Knorr-Bremse (ETR:KBX) opened 2026 with what CEO Marc Llistosella described as the company’s “best first quarter in the past 5 years,” citing margin recovery in the commercial vehicle business and a record order backlog in its rail division. Management also reiterated its full-year guidance, while n

AppLovin Delivers Stunning Growth Forecast as AI Ad Business Accelerates

Top Analyst Sees Explosive Upside for Super Micro Despite AI Supply Crunch

Shares of Peloton Interactive (NASDAQ:PTON) are climbing 11% to $5.76 in premarket trading on Thursday, May 7, after the connected fitness company posted a swing to GAAP profitability and lifted its full-year outlook. The bid follows an 8-K filed at 6:59 a.m. ET and an earnings call that began at 8:30 a.m. ET. The pop ... Peloton Soars 11% on Q3 Profit Turnaround, Raised Guidance, Spotify Partnership

Sarepta Therapeutics is seeing lower demand for its flagship gene therapy, Elevidys, following a regulatory crackdown.

US equity futures were slightly higher pre-bell Thursday as hopes for a finalized peace deal between

Albemarle reports earnings per share of $2.95 from sales of $1.4 billion. Wall Street was looking for earnings per share of $1.19 from sales of $1.3 billion.