News — AI supercycle headlines

Simply Wall St.9d agobearish

How Investors Are Reacting To Affirm Holdings (AFRM) Earnings Optimism, Valuation Tension, And Insider Selling

In recent weeks, Affirm Holdings has drawn attention as investors look ahead to its early May 2026 earnings release, where analysts project substantial year-over-year improvements in earnings and revenue while the company attends several high-profile investor conferences in early June. This combination of earnings optimism, a valuation sitting above some fair-value estimates, and recent insider selling is sharpening the market’s focus on how much growth is already reflected in...

AFRM

Motley Fool9d agobearish

Sell in May and Go Away? 3 Stocks Where This Old Idea Doesn't Apply

May is full of excellent AI investing opportunities.

Simply Wall St.9d agobearish

Is It Time To Reassess Enphase Energy (ENPH) After Its Prolonged Share Price Slump?

If you are wondering whether Enphase Energy is starting to look attractive at current levels, the key question is whether the recent share price reflects the underlying value of the business. The stock last closed at US$32.54, with returns of 7.7% decline over 7 days, 6.8% decline over 30 days, 3.6% decline year to date and 26.7% decline over the past year, following even larger share price declines over 3 and 5 years. Recent commentary has focused on how these moves fit with changing...

ENPH

Fortune9d agobearish

Supermicro’s earnings call today takes place amid a probe that could be ‘fatal’ for the company

Everything you need to know before you reach the office this morning.

ORCL SMCI

24/7 Wall St.9d agobearish

U.S. Navy intercepts Iranian cruise missiles — 4 defense stocks to watch today

The U.S. Navy fired interceptors at inbound Iranian cruise missiles in the Strait of Hormuz yesterday morning. Those interceptors were almost certainly built by Raytheon. CENTCOM commander Adm. Brad Cooper said Iran fired cruise missiles at U.S. Navy ships and drones at commercial vessels, all of which were engaged with no U.S. Navy or U.S.-flagged ... U.S. Navy intercepts Iranian cruise missiles — 4 defense stocks to watch today

GD LMT NOC RTX

StockStory9d agobearish

Kosmos Energy (NYSE:KOS) Misses Q1 CY2026 Sales Expectations, Stock Drops

Oil and gas producer Kosmos Energy (NYSE:KOS) fell short of the market’s revenue expectations in Q1 CY2026, but sales rose 27.7% year on year to $370.9 million. Its non-GAAP loss of $0.07 per share was significantly below analysts’ consensus estimates.

KOS

Energy Global9d agobearish

GE Vernova to deliver pumped storage technology for Indian hydropower plant

GE Vernova has secured an order from Megha Engineering & Infrastructure Ltd to deliver nine 150 MW pumped storage units for an Indian hydropower plant.

GEV

Motley Fool9d agobearish

Move Over Nvidia: Why Alphabet's Surprising Decision to Sell Custom AI Chips Changes Everything.

Nvidia may move over, but it won't roll over in the face of a formidable new rival.

GOOGL INTC NVDA

24/7 Wall St.9d agobearish

AMZW’s Weekly Payouts Drop 79% as Volatility Collapses; Can Investors Count on Them?

Roundhill’s weekly-pay ETF lineup has built a following among income seekers willing to swap diversification for fat, frequent checks. Roundhill AMZN WeeklyPay ETF (CBOE:AMZW) is the Amazon flavor, and its weekly distributions have ranged from $0.152133 to $0.737091 per share since launch. The question is whether that paycheck holds up when Amazon’s stock cools or ... AMZW’s Weekly Payouts Drop 79% as Volatility Collapses; Can Investors Count on Them?

AMZN NVDA

Reuters Videos9d agobearishVIDEO

Elon Musk settles SEC Twitter disclosures lawsuit for $1.5 million

<body>STORY: Elon Musk has settled a U.S. Securities and Exchange Commission lawsuit against him for a $1.5 million fine.The suit accuses the world's richest person of waiting too long in 2022 to disclose his initial purchases of shares in Twitter, now known as X.Under the settlement disclosed Monday, a trust in Musk's name will pay the fine.The Tesla chief did not admit wrongdoing, and won't have to give up any of the $150 million he allegedly saved from the delay.Now the settlement requires approval by U.S. District Judge Sparkle Sooknanan, who in February rejected Musk's bid to dismiss the case.The SEC declined to comment.In its lawsuit, the regulator said Musk's 11-day delay in revealing his initial 5% Twitter stake let him buy more than $500 million of shares at artificially low prices, before he finally revealed a 9.2% stake.Musk called the delay inadvertent, and accused the SEC of violating his free speech rights by targeting him.The case is separate from a civil suit where a San Francisco jury in March held Musk liable for having defrauded Twitter shareholders after announcing the buyout.</body>

TSLA

Just Auto9d agobearish

Magna posts higher Q1 sales despite output fall

The automotive supplier generated revenues of $10.38bn in the three months to 31 March 2026, despite a 7% drop in global light vehicle production.

MGA

The Wall Street Journal9d agobearish

Net Sellers — Heard on the Street Monday Recap

Oil prices rose sharply and major stock indexes fell as military tensions escalated in the Strait of Hormuz. Fighting in the Iran war flared for the first time in weeks, and strikes on a crucial United Arab Emirates oil port and several ships tested a shaky cease-fire. Futures for Brent crude, the international benchmark, rose 6% to about $114 a barrel.

^IXIC

Proactive9d agobearish

FTSE 100 Live: Stocks plunge as HSBC leads banks lower, gilts spike

FTSE 100 down 168 points to 10,196 HSBC falls on profits miss Vodafone takes full ownership of UK mobile JV 2.55pm: Wall Street opens higher, FTSE sinks lower US stocks have opened higher, led by Intel's 11% gain and other tech stocks. The Nasdsq has marched 0.9% higher, while...

ASML LRCX MU STX WDC

Simply Wall St.9d agobearish

Is There An Opportunity In Duolingo (DUOL) After A 78% One Year Share Price Drop

This article examines whether Duolingo's current share price offers value or adds risk by walking through what the numbers indicate about the stock. Duolingo closed at US$110.23, with the stock showing a 6.7% move over the last 7 days and 14.2% over the last 30 days, set against a much weaker return of a 37.5% decline year to date and a 77.7% decline over the past year. These returns sit alongside ongoing interest in Duolingo as a consumer services stock, including regular coverage of its...

DUOL

Bloomberg9d agobearish

Bank Groups Say Senate Stablecoin Rewards Proposal ‘Falls Short’

(Bloomberg) -- Bank groups pushed back Monday on a crypto market structure proposal, escalating pressure on US lawmakers to continue negotiations over a key stablecoin rewards provision. Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysUS and Iran Trade Fire in Gulf, Jolting Four-Week-Old TruceChina’s Unprecedented Defiance of US Sanctions Triggers ShowdownFormer NYC Mayor Giuliani in Critical Condition, Trump SaysBeijing Tells China Firms to Ignore US Sanction

COIN

Bloomberg9d agobearish

Bank Groups Say Senate Stablecoin Rewards Proposal 'Falls Short'

(Bloomberg) -- Bank groups pushed back Monday on a crypto market structure proposal, escalating pressure on US lawmakers to continue negotiations over a key stablecoin rewards provision. Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysChina's Unprecedented Defiance of US Sanctions Triggers ShowdownUS and Iran Trade Fire in Gulf, Jolting Four-Week-Old TruceFormer NYC Mayor Giuliani in Critical Condition, Trump SaysBeijing Tells China Firms to Ignore US Sanction

COIN

Bloomberg9d agobearish

Bank Groups Say Senate Stablecoin Rewards Proposal ‘Falls Short’

(Bloomberg) -- Bank groups pushed back Monday on a crypto market structure proposal, escalating pressure on US lawmakers to continue negotiations over a key stablecoin rewards provision. Most Read from BloombergChina’s Unprecedented Defiance of US Sanctions Triggers ShowdownUS and Iran Trade Fire in Gulf, Jolting Four-Week-Old TruceFormer NYC Mayor Giuliani in Critical Condition, Trump SaysUS Has Opened a Passage Through Hormuz, Central Command SaysBeijing Tells China Firms to Ignore US Sanction

COIN

Yahoo Finance9d agobearish

Stock market today: S&P 500, Nasdaq notch fresh records as tech leads markets higher, oil falls

Oil prices fell as wary markets monitored a fragile US-Iran ceasefire in the wait for the latest rush of earnings.

^DJI ^GSPC ^IXIC

Zacks9d agobearish

Voyager Technologies, Inc. (VOYG) Reports Q1 Loss, Misses Revenue Estimates

Voyager Technologies, Inc. (VOYG) delivered earnings and revenue surprises of +7.22% and -1.00%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

VOYG

Reuters Videos9d agobearishVIDEO

S&P 500 falls from record high on Middle East worries

<body>STORY: U.S. stocks ended lower after a South Korean ship was hit by an explosion in the Strait of Hormuz.The Dow fell more than one percent, the S&P 500 dropped four tenths of one percent after hitting a record high Friday and the Nasdaq slid about two tenths. It also climbed to a new high Friday.Energy stocks rose after reports of the latest confrontations which appeared likely to persuade commercial shippers the strait was still unsafe after U.S. President Donald Trump said the U.S. Navy would open it.Also, the United Arab Emirates reported a fire at an oil installation following an Iranian drone attack.Meanwhile, in the U.S., earnings continue to far outpace predictions. S&P 500 companies are expected to post aggregate earnings growth of 28% year-over-year for the first quarter, double the expectation of 14% at the start of April, according to LSEG.Brad Bernstein, managing director at UBS Private Wealth Management remains optimistic about stocks."I think markets look great going into the rest of the year. As long as this war with Iran ends, because we have incredible earnings."(FLASH)"Revenue growth is the best it's been in five years. Consumer spending, if you look at bank earnings, continues to be better than expected. And when you look at the underpinnings of the economy, such as manufacturing growth, we're seeing a lot of new order spend and increase in the underlying economy of manufacturing, which is very bullish.":: EbayIndividual stocks on the move Monday included GameStop which fell 10% after the video game retailer offered to buy much larger eBay for about $56 billion in a cash-and-stock deal. Shares of Ebay advanced 5%.:: AmazonAmazon shares gained after the e-commerce giant said it was rolling out "Amazon Supply Chain Services," opening up its logistics network for other businesses to use.That hurt shares of UPS which plunged 10.5%, and FedEx which fell 9%.</body>

^GSPC ^IXIC

Zacks9d agobearish

RH (RH) Falls More Steeply Than Broader Market: What Investors Need to Know

The latest trading day saw RH (RH) settling at $122.35, representing a -5.86% change from its previous close.

^DJI ^IXIC

Zacks9d agobearish

Copa Holdings (CPA) Registers a Bigger Fall Than the Market: Important Facts to Note

In the most recent trading session, Copa Holdings (CPA) closed at $110.99, indicating a -4.51% shift from the previous trading day.

^DJI

Zacks9d agobearish

Avino Silver (ASM) Suffers a Larger Drop Than the General Market: Key Insights

In the closing of the recent trading day, Avino Silver (ASM) stood at $6.32, denoting a -3.95% move from the preceding trading day.

^DJI

Barrons.com9d agobearish

Elon Musk Settles X Lawsuit for a Cup of (Cheap) Coffee. What It Means for SpaceX’s IPO.

The billionaire is on the hook for $1.5 million for failing to disclose his 5% stake in Twitter in a timely fashion.

TSLA

Simply Wall St.9d agobearish

ImmunityBio FDA Warning And Lawsuits Test Anktiva Growth Story

ImmunityBio received an FDA warning letter criticizing promotional claims for its lead product Anktiva. Following the warning letter, multiple class action lawsuits were filed alleging misleading statements and securities fraud. The issues center on whether the company accurately represented Anktiva's profile in marketing and investor communications. For investors tracking ImmunityBio (NasdaqGS:IBRX), this comes at a time when interest in the stock has been high, with a current share price...

IBRX

Motley Fool9d agobearish

Stock Market Today, May 4: ADT Falls as Apollo Exits Stake Through 102 Million-Share Offering

Apollo’s exit puts a large block of ADT shares into the market, while the company’s concurrent buyback absorbs only part of the selling pressure.

^IXIC

Zacks9d agobearish

Powell Industries (POWL) Q2 Earnings and Revenues Miss Estimates

Powell Industries (POWL) delivered earnings and revenue surprises of -6.56% and -0.54%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

ETN POWL

Zacks9d agobearish

Aviat Networks, Inc. (AVNW) Q3 Earnings and Revenues Miss Estimates

Aviat Networks (AVNW) delivered earnings and revenue surprises of -85.63% and -5.35%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Zacks9d agobearish

Lithium Americas Corp. (LAC) Suffers a Larger Drop Than the General Market: Key Insights

Lithium Americas Corp. (LAC) reached $5.54 at the closing of the latest trading day, reflecting a -2.98% change compared to its last close.

LAC

Zacks9d agobearish

Nextracker (NXT) Registers a Bigger Fall Than the Market: Important Facts to Note

Nextracker (NXT) closed the most recent trading day at $116.93, moving 2.5% from the previous trading session.

NXT