News — AI supercycle headlines

Zacks6d agobearish

AXON Q1 Earnings Miss Estimates on Tariff-Driven Margins

Axon raises its 2026 revenue outlook after Q1 sales surge 33.7%, fueled by strong demand for TASER 10, body cameras and AI offerings.

AXON

24/7 Wall St.6d agobearish

Macquarie Downgrades PayPal as Cost-Saving Plan Looks Too Back-End Loaded

PayPal (NASDAQ:PYPL) stock picked up a fresh analyst downgrade this morning, with Macquarie analyst Paul Golding cutting PYPL to Neutral from Outperform and lowering his price target to $50 from $58, citing a soft Q2 2026 outlook and a cost-saving plan that’s heavily back-end loaded. The takeaway for prudent investors: even with a Q1 2026 ... Macquarie Downgrades PayPal as Cost-Saving Plan Looks Too Back-End Loaded

Motley Fool6d agobearish

Why Kratos Stock Just Dropped

Kratos keeps growing, keeps burning cash.

INTC KTOS

Bloomberg6d agobearishVIDEO

Citigroup's Profitability Target Falls Short of Expectations

Citigroup issued new guidance showing it would take the lender more time to catch up to Wall Street peers than some investors hoped for. Sridhar Natarajan reports on Bloomberg Television.

24/7 Wall St.6d agobearish

Wall Street Splits on Uber: Goldman Sachs Cuts Price Target While Piper Sandler Hikes

Wall Street delivered a split verdict on Uber Technologies (NYSE:UBER) following the company’s Q1 2026 earnings report on May 6. Goldman Sachs (NYSE:GS) lowered its price target to $115 from $125 while maintaining a Buy rating, and Piper Sandler (NYSE:PIPR) analyst Thomas Champion raised his target to $105 from $100 while keeping an Overweight rating. ... Wall Street Splits on Uber: Goldman Sachs Cuts Price Target While Piper Sandler Hikes

GS UBER

The Wall Street Journal6d agobearish

Shake Shack Stock Plunges After Burger Chain Unveils Litany of Challenges

Investor confidence in Shake Shack is, er, shaken. Shares in the burger chain plummeted after the company posted disappointing quarterly sales and earnings, growing beef and development costs and uneven footfall.

MCD

Reuters Videos6d agobearishVIDEO

McDonald's misses US sales growth target as consumer spending tightens

<body>STORY: McDonald's missed its U.S. sales growth target in the first quarter.The world's biggest burger chain posted U.S. same‑store sales growth of 3.9% - below Wall Street estimates.Thursday's update showed low-price meal deals and limited-time offers struggled to draw diners.Consumers have recently pulled back on spending due to higher fuel and grocery costs.CEO Chris Kempczinski said the operating environment was still "challenging."That was depsite McDonald's beating quarterly estimates for revenue and profit.Several U.S. restaurant chains like Wingstop and Domino's have reported weaker quarterly sales growth.They cited a hit to customer spending from soaring gasoline prices caused by the Iran war.Wall Street analysts also argue lower-income consumers have turned more selective.It's seen buyers trade down to simpler, single‑item orders rather than full meals.Data from Placer.ai showed U.S. traffic was uneven at McDonald's through the first quarter.Same-store visits fell 1.3% in January due to winter storms.Traffic bounced back just under 4% in February on pent‑up demand, but slipped again in March.On a global scale, McDonald's found comparable sales rose 3.8% - slightly behind analyst forecasts.Although it was an improvement on last year's numbers.The firm's total revenue of $6.52 billion beat estimates.</body>

MCD

Investor's Business Daily6d agobearish

IonQ, 'Nvidia Of Quantum,' Drops After Report

IonQ stock dropped Thursday a day after the quantum computing company posted solid results. IonQ's CEO had reaffirmed the belief that the company is will be the "Nvidia of Quantum." IonQ stock shed nearly 4% to 50.56 in morning trades.

IONQ NVDA

GuruFocus.com6d agobearish

Lucid shares fall after earnings shock exposes mounting losses

Lucid Drops After Earnings Reveal Delivery Weakness, Rising Losses

LCID

Zacks6d agobearish

Warner Bros. Discovery Q1 Earnings Miss Estimates, Revenues Fall Y/Y

WBD's Q1 loss widens on merger and restructuring costs, even as streaming subscribers topped 140M and Studios revenue surged.

NFLX WBD

Blockspace6d agobearish

American Bitcoin revenue falls 21% in Q1 as strategic reserve grows 30% to 7,021 bitcoin: Q1 Earnings

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…

HUT

24/7 Wall St.6d agobearish

S&P 500 Gains Unleashed on Chip Stock Strength, Falling Oil and Return to Optimism

The S&P 500 (^GSPC) punched to a fresh record Wednesday, with the broader market index now perched above 7,300. With a 7.6% YTD gain in the S&P 500 (^GSPC), bulls are back in control, citing a roughly 15% rally off the March low as AI earnings, easing Iran tensions, and softer crude combine to push ... S&P 500 Gains Unleashed on Chip Stock Strength, Falling Oil and Return to Optimism

ABNB AMD COIN DDOG MCD NFLX QQQ SPY+2

GuruFocus.com6d agobearish

Amazon Cuts 16,000 Roles As Singapore Fresh Pullback Deepens

Amazon will end Amazon Fresh and grocery partnerships in Singapore from July 6 as it shifts toward international e-commerce.

AMZN

Simply Wall St.6d agobearish

IPG Photonics Corporation Just Missed EPS By 85%: Here's What Analysts Think Will Happen Next

Shareholders might have noticed that IPG Photonics Corporation ( NASDAQ:IPGP ) filed its first-quarter result this time...

IPGP

Barrons.com6d agobearish

Sarepta Stock Slumps. Why an Earnings Beat Wasn’t Enough for the S&P 500 Loser.

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

^GSPC

Zacks6d agobearish

Comstock Resources Q1 Earnings Miss Estimates on Lower Production

CRK Q1 earnings miss estimates as lower production due to severe weather offset gains from higher natural gas prices and increased gas services revenues.

CVX

Zacks6d agobearish

TripAdvisor (TRIP) Reports Q1 Loss, Misses Revenue Estimates

TripAdvisor (TRIP) delivered earnings and revenue surprises of -230.33% and -0.79%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

DECK

Zacks6d agobearish

Howmet (HWM) Q1 Earnings Miss Estimates

Howmet (HWM) delivered earnings and revenue surprises of -22.40% and +3.41%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

HWM SPIR

Investor's Business Daily6d agobearish

Stock Market Today: Dow Rises After Jobless Claims; AI Stock Dives On Earnings (Live Coverage)

Stock Market Today: The Dow Jones index rose Thursday after weekly jobless claims. AI stock Arm dived on earnings.

ARM DDOG HWM QQQ SPY ^DJI ^GSPC ^IXIC

GuruFocus.com6d agobearish

Microsoft Drops Copilot for Xbox

Xbox leadership shifts strategy as Microsoft scales back AI assistant plans for gaming platforms

MSFT

Simply Wall St.6d agobearish

Kinder Morgan Lawsuit Puts Pipeline Safety And Investor Risk In Focus

Kinder Morgan is being sued after a pipeline explosion in Texas that caused severe injuries to a worker. The lawsuit alleges negligence and gross negligence, focusing on safety procedures and maintenance at the site. The case raises questions around Kinder Morgan's operational risk management and potential legal exposure. Kinder Morgan (NYSE:KMI) is in focus as this legal case develops alongside a current share price of $31.58. The stock has returned 14.0% year to date and 19.1% over the...

KMI

Quartz6d agobearish

DoorDash Q1 2026 earnings: Record orders, revenue miss

The food delivery company beat earnings estimates and logged 933 million total orders, but revenue of $4.04 billion fell short of expectations

DASH

InvestorsHub6d agobearish

Snap shares tumble after geopolitical headwinds weigh on outlook

Snap Inc. (NYSE:SNAP) posted first-quarter results that topped analyst estimates, but the stock slid after the company warned that advertising revenue was pressured by the conflict in the Middle East and softer growth trends in North America.

SNAP

The Telegraph6d agobearish

Amazon drones drop parcels from 12ft into customers’ gardens

Amazon has become the first retailer to launch a drone delivery service in the UK, following customer trials in County Durham.

AMZN

Proactive6d agobearish

‘Sell in May’ adage breaks down as Trump-era markets reward risk, but not for FTSE 100

The old market mantra of “sell in May and go away” looks increasingly irrelevant in the Trump era. Analysis from IG shows the S&P 500 has delivered average gains of 9.5% between May and October during Donald Trump’s presidency. That compares with just 1.3% in non-Trump years over the...

^GSPC

Fortune6d agobearish

Silicon Valley’s ‘player‑coach’ fantasy misses the point of good managers

Also: All the news and watercooler chat from Fortune.

LOW PYPL

The Wall Street Journal6d agobearish

Corporate Layoffs Are Down 10% This Year, but the AI Reckoning Has Come For Tech

While overall layoffs dropped in the first four months of 2026, AI helped drive more than 85,000 job cuts at technology companies.

AMZN META MS PYPL WMT

Electronic Payments6d agobearish

UK FCA opens competition investigation into PayPal, Visa and Mastercard

The FCA’s move comes amid rising digital wallet usage in the UK.

MA PYPL V

Barrons.com6d agobearish

Bitcoin, Ethereum, XRP Fall. Why Even Iran Peace Hopes Can’t Break the Crypto Crisis.

The prices of Bitcoin and other digital assets were sliding on Thursday, even as stocks looked set to extend their record-breaking rally on hopes that the U.S. and Iran could agree a peace deal soon. Bitcoin was down 0.6% over the past 24 hours to $81,453. The world’s largest cryptocurrency is down 7% for the year and is trading 55% below the record high it hit in October.

^GSPC ^IXIC

Simply Wall St.6d agobearish

Is It Time To Reassess Lockheed Martin (LMT) After Its Recent 19% Price Drop

If you are wondering whether Lockheed Martin stock still offers value at around US$514 per share, the key is understanding what the current price really reflects. Over the past week the stock returned 0.9%, while the 30 day return was a 19.4% decline, set against returns of 3.5% year to date, 12.1% over 1 year, 23.0% over 3 years and 54.6% over 5 years. Recent headlines have continued to highlight Lockheed Martin as a core player in the global Aerospace & Defense sector, keeping attention on...

LMT