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22,612 signal articles · 121 in last 24h · 108,378 total before filter · latest 57m ago
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Bloomberg95d agobullish
Meta-Backed Scale AI Wins $500 Million Defense Department Deal

(Bloomberg) -- The Pentagon awarded a $500 million contract to Meta Platforms Inc.-backed Scale AI to help sift through data and assist in decision-making, the latest step in the US military’s effort to rely more on artificial intelligence.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysUS Says Offensive Phase of Iran War Over as Ship Hit in StraitAnthropic Unveils AI Agents to Field Financial Services TasksDOJ Plans Intervention in Trump Supreme Court Carroll

AMZNMETAMSFT
Arm stock slides as chip supply worries overshadow upbeat AI-fueled revenue forecast
Reuters95d agobullish
Arm stock slides as chip supply worries overshadow upbeat AI-fueled revenue forecast

Arm Holdings forecast first-quarter revenue above Wall Street expectations on Wednesday, benefiting from higher adoption of its chip technology as tech companies spend heavily on artificial intelligence compute. Arm shares jumped 12% in after-hours trading, but reversed course ‌to drop 5.49% after executives told analysts on a conference call that they have not yet secured supplies to meet ‌the demand for a new chip and after analysts probed about the costs of getting into the business of making its own chips. The company expects quarterly revenue of $1.26 ​billion, compared with analysts' estimates of $1.25 billion, according to data compiled by LSEG.

AAPL
Disney earnings beat estimates as new CEO outlines growth strategy
Reuters Videos95d agobullishVIDEO
Disney earnings beat estimates as new CEO outlines growth strategy

<body><p>STORY: Walt Disney is kicking off a new era, and Wall Street liked what it heard.</p><p>Shares surged as much as 8.5% in Wednesday trading after the company reported quarterly results that topped analysts' expectations.</p><p>:; Disney</p><p>It 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.</p><p>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.</p><p>At its entertainment division, operating income jumped 6% for the quarter, boosted by higher subscription and ad revenue from streaming services including Disney+.&nbsp;</p><p>:; Disney</p><p>Theme parks told a more mixed story. Guests who did visit spent more — but overall attendance was down, partly due to fewer international tourists.&nbsp;</p><p>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.</p><p>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.</p><p>:: Particle6</p><p>Archive</p><p>D'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.</p></body>

DIS
Beyond Meat stock surge has investors asking one question
TheStreet95d agobullish
Beyond Meat stock surge has investors asking one question

For most of the last year, investors essentially wrote off Beyond Meat (BYND). The formerly high-flying plant-based pioneer has gone from a pandemic-era darling to a heavily discounted brand battling dwindling sales, poor profitability and waning excitement for meat substitutes. Shares plummeted to ...

BYND
Super Micro’s Earnings Surprise Points to an Upside and We’d Buy the Dip Now
24/7 Wall St.95d agobullish
Super Micro’s Earnings Surprise Points to an Upside and We’d Buy the Dip Now

Few stocks tell a more complicated story right now than Super Micro Computer (NASDAQ:SMCI). The AI server maker just delivered a margin-driven earnings beat, raised full-year guidance, and saw shares rally, all while sitting under an export-control governance cloud. Investors want to know whether this rally has legs. Our 24/7 Wall St. price target frames ... Super Micro’s Earnings Surprise Points to an Upside and We’d Buy the Dip Now

SMCI
Super Micro Surges on AI Forecast, but Questions Remain
24/7 Wall St.95d agobullish
Super Micro Surges on AI Forecast, but Questions Remain

Investors Shrug Off the Revenue Miss Super Micro Computer (NASDAQ:SMCI) reported Q3 FY2026 results after the close on May 5, 2026, beating on earnings but missing badly on revenue. The market focused on the margin snap-back and a raised full-year outlook anyway. Shares are up 15.34% in midday trading to $32.10, recovering from the $27.83 ... Super Micro Surges on AI Forecast, but Questions Remain

SMCI
A Look At TJX Companies (TJX) Valuation After Earnings Beat And Cautious Growth Guidance
Simply Wall St.95d agobullish
A Look At TJX Companies (TJX) Valuation After Earnings Beat And Cautious Growth Guidance

Why TJX Companies (TJX) Is Back on Investors’ Radar TJX Companies (TJX) is in focus after recent earnings topped expectations, with strength across home and apparel, while management paired that performance with more cautious growth guidance for the coming year. See our latest analysis for TJX Companies. TJX’s latest earnings beat and tempered guidance come after a period where momentum has cooled in the short term, with a 30 day share price return decline of 3.9%, even as the 1 year total...

TJX
Palantir Revenue Surges As AI Demand Outstrips Supply And Guidance Rises
Simply Wall St.95d agobullish
Palantir Revenue Surges As AI Demand Outstrips Supply And Guidance Rises

Palantir Technologies (NasdaqGS:PLTR) reported its fastest revenue growth since listing after Q1 2026 results. First quarter revenue grew 85% year over year, driven by stronger U.S. government and commercial demand for its Artificial Intelligence Platform. Management said demand for the platform is now outstripping supply and raised full year guidance significantly. For investors tracking NasdaqGS:PLTR, this update comes with the stock at $135.91 and a very large 3 year return, alongside a...

PLTR
CVS Health tops Q1 estimates, raises full-year guidance
Proactive95d agobullish
CVS Health tops Q1 estimates, raises full-year guidance

CVS Health Corp (NYSE:CVS) shares rose about 6% on Wednesday morning after the retail pharmacy chain reported first quarter financial results that topped Wall Street expectations on both earnings and revenue. The company posted adjusted earnings per share (EPS) of $2.57, compared with analyst...

CVS
Uber shares surge after strong first-quarter results, bullish guidance
Proactive95d agobullish
Uber shares surge after strong first-quarter results, bullish guidance

Shares of Uber Technologies Inc (NYSE:UBER, XETRA:UT8) jumped 8.4% on Wednesday after the ride-hailing and delivery giant reported first-quarter results that beat earnings expectations and issued second-quarter guidance above consensus estimates. Uber posted first-quarter revenue of $13.2...

UBER
A Look At PayPal Holdings (PYPL) Valuation As Earnings Beat But Guidance Resets Expectations
Simply Wall St.95d agobullish
A Look At PayPal Holdings (PYPL) Valuation As Earnings Beat But Guidance Resets Expectations

PayPal Holdings (PYPL) just issued first quarter 2026 results that topped analyst expectations on revenue and adjusted earnings, yet the stock slid as fresh guidance pointed to weaker near term profitability. See our latest analysis for PayPal Holdings. The earnings reaction fits into a tougher year for holders, with the share price down 20.04% year to date and a 1 year total shareholder return decline of 31.96%. This comes despite a 16.52% 3 month share price return, which suggests that...

PYPL
Novo Nordisk surges as Wegovy pill demand crushes estimates
Yahoo Finance Video95d agobullishVIDEO
Novo Nordisk surges as Wegovy pill demand crushes estimates

Shares of Novo Nordisk (NVO), the maker of the GLP-1 drug Wegovy, popped this morning after the company reported strong demand for its new weight-loss pill.Novo Nordisk President & CEO Mike Doustdar joined Julie Hyman on Opening Bid to discuss Q1 sales and the rest of the year guidance.

NVO
Novo Nordisk beats estimates, raises guidance on Wegovy pill surge
Proactive95d agobullish
Novo Nordisk beats estimates, raises guidance on Wegovy pill surge

Novo Nordisk (NYSE:NVO) reported first-quarter results that far exceeded analyst estimates on Wednesday, driven by surging demand for its oral weight-loss pill and strong international sales. Net sales reached $15.2 billion in the quarter, well above the $11.2 billion analysts had...

NVO