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Shopify Drops After Strong Results: Guidance Clouds Growth Story

Gartner beats Q1 EPS estimates as contract value rises and costs ease, lifting the 2026 EPS and free cash flow guidance despite lower revenues.

Applied Optoelectronics reports Q1 2026 earnings on May 7, guiding $150M-$165M revenues as CATV and data center demand stay strong.

CMI beat Q1 2026 estimates as Power Systems and data-center power demand lifted margins, even as Engine and Components sales fell.

Pfizer Inc (NYSE:PFE, XETRA:PFE) reported first-quarter 2026 revenue and adjusted profit above Wall Street expectations on Tuesday, driven by strong growth in its launched and acquired products, as the drugmaker reaffirmed its full-year financial outlook. The pharmaceutical giant posted...

Ariel Investments, an investment management company, released its “Ariel Appreciation Fund” Q1 2026 Investor Letter. A copy of the letter can be downloaded here. The fund reported that the fund gained 1.14% during the quarter, underperforming both the Russell Midcap Value Index (+3.68%) and the Russell Midcap Index (+1.29%) amid a volatile, risk-off environment where […]

Paramount Skydance Corp (NASDAQ:PSKY) shares fell nearly 5% on Tuesday morning after the media company reported first-quarter earnings the previous evening, as investors looked past a stronger-than-expected profit result and focused instead on underwhelming forward guidance. Shares initially...

Pinterest Inc (NYSE:PINS) shares rose almost 10% to just shy of $23 following the company’s first-quarter 2026 results, which came in ahead of expectations on revenue and earnings and were supported by stronger user growth and an upbeat second-quarter outlook. The company reported adjusted...

Ciena (CIEN) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

By Lawrence Delevingne and Amanda Cooper May 5 (Reuters) - Global stocks rose on Tuesday, taking some heart from a series of robust earnings, while simmering hostilities between the U.S. and Iran over

Onsemi (NASDAQ:ON) reported stronger-than-expected first quarter results, supported by continued strength in AI data center demand and improving trends in industrial markets, alongside a gradual recovery in automotive. The semiconductor company posted adjusted earnings of $0.64 per share on...

STRL smashes Q1: EPS of $3.59 and revenues of $825.7M beat estimates, margins expand and 2026 guidance jumps on award momentum.

Argus has stepped up with a Buy rating on Chipotle Mexican Grill (NYSE:CMG) stock, upgrading the burrito chain from Hold on May 5. The firm’s thesis is straightforward: management is sandbagging, and cautious 2026 guidance will likely be surpassed as comparable sales accelerate through the rest of the year. For long-term investors, the call lands ... Argus Upgrades Chipotle to Buy: Wall Street Bets the Cautious Guidance Will Be Crushed

Investing.com -- Raymond James has upgraded Devon Energy Corporation (DVN) to a “Strong Buy” rating, citing significant upside potential driven by strong free cash flow generation, strategic flexibility, and opportunities to narrow its valuation gap with peers.

PayPal Holdings, Inc. (NASDAQ:PYPL) saw its shares fall more than 10% at Tuesday’s open, even after delivering first-quarter results that topped Wall Street expectations on both revenue and earnings.

The joint ventures OpenAI and Anthropic separately created with private equity firms are in talks to acquire services companies that help businesses ‌deploy artificial intelligence, with OpenAI's new venture in advanced stages on three deals, people familiar with ‌the matter told Reuters. The acquisitions would mark a new front in the competition for AI market share between the companies. OpenAI is raising ‌roughly $4 billion from 19 investors, including TPG, ⁠Bain Capital and Brookfield Asset Management, for its joint venture, Reuters previously reported.

Nuclear stocks Cameco and BWX Technologies both traded near buy points on Tuesday morning after reporting better-than-expected first-quarter earnings. Cameco is the "sole vertically integrated nuclear company," from uranium mining and refining to providing the reactor core via its 49% stake in Westinghouse Electric, William Blair analyst Jed Dorsheimer wrote in an April 20 coverage initiation. BWX is the U.S. Navy's main nuclear reactor supplier though its recent growth is being fueled by its commercial business.

Marathon Petroleum Corp. (NYSE:MPC) delivered first-quarter results that exceeded analyst forecasts, posting adjusted earnings per share of $1.

ExxonMobil beat Q1 EPS and revenue as Permian and Guyana surged. With WTI above $100, it's still drawing buyers despite premium valuation

The social media company beat earnings and revenue estimates and projected Q2 revenue above Wall Street expectations

Micron stock gained on Wednesday amid booming demand for memory and storage.

Micron stock surged on continued strong demand for its memory chips. Fitch also upgraded its credit rating.

Micron stock surged on continued strong demand for its memory chips. Fitch also upgraded its credit rating.

By Niket Nishant and Utkarsh Hathi May 5 (Reuters) - Wall Street's main indexes recovered on Tuesday as oil prices fell despite renewed Middle East tensions that threatened to upend a fragile truce

The deal adds enterprise software and operational expertise to support scaling AI cloud deployments. IREN Limited (NASDAQ:IREN) announced an AI cloud acquisition with a definitive agreement to acquire Mirantis for approximately $625 million in stock.

Media investor James Murdoch is in advanced talks to buy Vox Media’s New York Magazine and podcast division, according to people familiar with the matter. The deal, which is through Murdoch’s Lupa Systems investment company, isn’t yet final, and could still fall apart, they said. Murdoch, the younger son of News Corp founder Rupert Murdoch, founded Lupa in 2019 after stepping down as chief executive of 21st Century Fox when substantial parts of the company were sold to Walt Disney The following year, he resigned from the board of News Corp, citing disagreements over editorial content.

Chipotle saw its same-store sales turn positive in Q1.