News — AI supercycle headlines

Moby14h agoneutral

PPL Corporation Q1 2026 Earnings Call Summary

Moby summary of PPL Corporation's Q1 2026 earnings call

Investopedia14h agoneutral

Hot Mega IPOs Like SpaceX and Anthropic Could Land In Your Index Funds Sooner Than You Think

The S&P, the Nasdaq, and others are changing the rules, or thinking about it, that could fast-track stocks of IPO hopefuls like Musk's rocket company into major indexes.

NDAQ ^GSPC

Yahoo Finance14h agoneutral

This new AI trade is leaving Nvidia and Micron in the dust

Western Digital and Seagate have overtaken Nividia and Micron since the ChatGPT launch.

MU STX WDC

Quartz15h agoneutral

Nike sued by consumers seeking tariff refund repayment

Consumers allege Nike raised prices to offset $1 billion in tariffs but has made no commitment to return the money

NKE

Associated Press15h agoneutral

How major US stock indexes fared Friday 5/8/2026

The Dow Jones Industrial Average edged up less than 0.1%, and the Nasdaq composite rose 1.7% to its own record. Monster Beverage and Akamai Technologies helped lead the market after reporting better profits for the latest quarter than analysts expected. The Nasdaq composite rose 440.88 points, or 1.7%, to 26,247.08.

MNST ^DJI ^IXIC

Yahoo Finance Video15h agoneutralVIDEO

Planet Fitness, Peloton earnings reveal a K-shaped health economy

Planet Fitness (PLNT) and Peloton (PTON) both reported quarterly earnings results, with the former cutting its outlook while the latter posted a profit. Yahoo Finance Senior Reporter Brooke DiPalma talks more about the "K-shaped fitness economy" in the video above.

SPOT

Reuters Videos15h agobullishVIDEO

Market Talk: Soaring chip stocks 'can go even higher from here'

<body>STORY: :: Lisa Bernhard, Reuters:: Ross Mayfield, Investment Strategist, BairdThe S&P 500 and the Nasdaq rallied to record highs on Friday, boosted by gains in semiconductor stocks, while a stronger-than-expected jobs report pointed to labor market resilience.Speaking with Reuters' Lisa Bernhard, Mayfield said that with April's nonfarm payrolls data "building on last month's strong report... you start to feel like maybe the labor market is turning a corner."Meanwhile, shares of Intel joined the chip rally late Friday, soaring as high as 19%, after the Wall Street Journal reported on Friday that the company had reached a preliminary deal to make some chips for Apple devices."I certainly wouldn't want to stand in front of this momentum-driven sector," Mayfield said of the recent chip rally. "In my mind, it can't be a bubble if earnings are keeping up with price."</body>

AAPL INTC

MarketBeat15h agoneutral

Playtika Q1 Earnings Call Highlights

Playtika (NASDAQ:PLTK) reported a stronger-than-expected start to 2026, driven by rapid growth at its SuperPlay studio, record direct-to-consumer revenue and improving stability in parts of its legacy portfolio, executives said on the company’s first-quarter earnings call. The mobile gaming company

DIS

Yahoo Finance15h agoneutral

Fed: Risks from private credit are 'limited and manageable'

A new report out from the Federal Reserve on Friday says risks to the financial system from private credit "appear limited and manageable."

OWL

Motley Fool15h agoneutral

Amazon vs. Microsoft: Which Tech Giant Looks Better After Its Earnings Report?

Cloud revenue is just one part of the story for both tech giants.

AMZN INTC MSFT NVDA

TheStreet15h agoneutral

Goldman Sachs dispels major misconception on Google, Amazon earnings

Goldman Sachs just spotted a problem that’s hiding inside a remarkably good earnings figure. According to Seeking Alpha, S&P 500 companies apparently posted a blowout Q1 earnings figure, where growth neared 25%. However, Goldman Sachs said the figure was boosted by investment gains at Amazon ...

AMZN GOOG GOOGL GS ^GSPC

Motley Fool15h agobullish

Visa Just Posted Its Strongest Revenue Growth Since 2022. Is the Stock a Buy After Earnings?

The credit card giant is still an evergreen investment.

INTC NVDA V

Reuters16h agoneutral

Nike sued by consumers for not refunding tariff costs

By Jonathan Stempel May 8 (Reuters) - Nike was sued on Friday by consumers who accused the athletic apparel and footwear maker of not refunding tariff-related costs it passed on in the form of higher

NKE

Bloomberg16h agoneutral

Anthropic Inks $1.8 Billion Computing Deal With Akamai

(Bloomberg) -- Anthropic PBC has signed a $1.8 billion computing deal with cloud services provider Akamai Technologies Inc. to meet surging demand for its artificial intelligence software, according to people familiar with the matter.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogUS Fires on Iranian Targets as Trump Demands Deal From TehranIran’s President Says He Had Meeting With In

GOOG GOOGL

Motley Fool16h agoneutral

Figs (FIGS) Q1 2026 Earnings Call Transcript

FIGS is off to an incredible start to the year, sustaining last year's strong momentum with broad-based strength across all aspects of our business. Net revenues exceeded expectations, growing 28% year-over-year, driven by accelerating active customer growth. Importantly, this performance was driven by continued strength in our core U.S. e-commerce business even as our market expansion drivers of international community hubs and teams continue to scale.

FIGS

Barchart16h agoneutral

How Intel Stock Could Be the Biggest Winner from AMD’s Explosive Earnings Win

Following AMD’s strong earnings and upgraded server CPU outlook, Intel is seeing renewed Wall Street optimism around its foundry progress and CPU pricing power.

AMD

The Wall Street Journal16h agoneutral

Brookfield Banks $21 Billion in First Quarter, Heading for Record Year

The $1.2 trillion fund manager has already added assets totaling more than half the amount it collected in all of last year.

BAM BN

TheStreet16h agobullish

Cathie Wood buys $14.9 million of tumbling AI stock

Cathie Wood, head of Ark Investment Management, doesn’t give up on her favorite stocks easily. Sometimes she’ll buy them on the way down, betting the dip could become an opportunity. That’s what she did this week, adding shares of one of her largest holdings. In 2025, Wood’s flagship Ark Innovation ...

^GSPC

MarketBeat16h agoneutral

Pagaya Technologies Q1 Earnings Call Highlights

Pagaya Technologies (NASDAQ:PGY) reported first-quarter 2026 results that marked its fifth consecutive quarter of GAAP profitability, while management emphasized disciplined underwriting, continued partner onboarding momentum, and a funding strategy designed to remain flexible amid market volatility

SEZL UPST

Zacks16h agobullish

MP Dips 5% Despite Q1 Earnings Beat: How to Play the Stock?

MP Materials beats Q1 estimates with record NdPr output and sales, but rising costs, weak momentum and premium valuation pressured shares.

MP UUUU

TheStreet16h agoneutral

Foot Locker rival closing nearly 200 stores

Back in the 1980s and 1990s, every community had a local sneaker shop that sold all the major brands. These stores provided a necessary service because while you could buy sneakers at mall-based stores and department stores, those retailers lacked the one-on-one service offered at the local level. ...

AMZN

Barrons.com16h agoneutral

Investors Feared Energy-Drink Fatigue. Monster and Celsius Earnings Offered Reassurance.

Shares of Monster Beverage surged 15% after it posted a better quarter than Wall Street expected, just a day after rival Celsius delivered a better-than-expected earnings report.

CELH COST MNST

GuruFocus.com16h agobullish

Red Cat Holdings Inc (RCAT) Q1 2026 Earnings Call Highlights: Record Revenue Surge and ...

Red Cat Holdings Inc (RCAT) reports an 849% revenue increase, driven by advanced drone technologies and strategic market positioning, despite facing operational challenges.

RCAT

Zacks16h agoneutral

What to Note Ahead of Plug Power's Q1 Earnings Release?

PLUG heads into Q1 results with growth in services and hydrogen revenues, but rising costs and forex headwinds may pressure margins.

PLUG

Investing.com16h agoneutral

Investing.com’s stocks of the week

Investing.com -- Wall Street has risen to new record highs on Friday, bouncing back from losses in the prior session, boosted by a jump in chip stocks and a stronger-than-expected April U.S. jobs report.

AMD INTC NVDA QCOM

Barchart16h agobullish

Innodata Stock Soars 80% Following Earnings. Here's Why.

Innodata stock soars on a market-beating Q1 and impressive future guidance. Wall Street continues to see further upside in INOD shares in 2026.

INOD

Associated Press17h agobearish

Google settles racial discrimination lawsuit for $50 million

Google has reached a settlement with Black employees who alleged systemic racial disparities in hiring, pay, and advancement in a lawsuit filed in 2022. April Curley, a former Google employee, had sued the tech giant for racial discrimination, saying it engages in a “pattern and practice” of unfair treatment for its Black workers. Other former Google workers also joined the suit, which later received class action status.

GOOG GOOGL

Motley Fool17h agoneutral

Iren (IREN) Q3 2026 Earnings Call Transcript

Power infrastructure, land, data centers—these take years to permit, finance, and build. This quarter, we demonstrated what disciplined execution against it looks like at a global scale. In AI infrastructure, secured power is only valuable if it can be converted into customer-ready compute.

IREN

Bloomberg17h agobullish

DraftKings Profit Beats, Ups Prediction Market Spending

(Bloomberg) -- DraftKings Inc. reported revenue that rose 17% to $1.65 billion, slightly ahead of analysts’ estimates for $1.63 billion and said it would spend more on a new push into predictions markets. Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogUS Fires on Iranian Targets as Trump Demands Deal From TehranIran’s President Says He Had Meeting With Injured Supreme LeaderApple’s C

DKNG

GuruFocus.com17h agobullish

Lime Files IPO After Revenue Climbs To $886.7 Million

Lime reported higher 2025 revenue and a larger net loss as it prepares to list on Nasdaq under LIME.

UBER