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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.

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.

Stocks were back near their highest levels on record after Wall Street turned its attention away from Iran and back to earnings season. The Dow rose 305 points, or 0.6%. The S&P 500 was up 0.7%. The Nasdaq was up 0.

Pinterest shares rallied Tuesday following a better-than-expected earnings report and revenue forecast.

The commerce software company posted 34% revenue growth in Q1, but its outlook for high-twenties growth in Q2 rattled investors

The Italian automaker posted €1.85 billion in revenue and confirmed its 2026 targets as it prepares to debut the Luce electric vehicle

Revenue rose 7% to $8.35 billion and adjusted EPS climbed 1%, topping Wall Street estimates, but stock fell after the earnings call

Revenue reached $14.45 billion, up 5% year-over-year, as oncology and other recently launched products offset steep declines in COVID products

Paramount Skydance reported first-quarter results after Monday’s close, its first report since winning the bidding war for Warner Bros. Discovery.

Iren announces $625 million deal to acquire AI cloud, support services provider Mirantis. IREN stock is up 31% in 2026.

Shopify (SHOP) delivered earnings and revenue surprises of +12.78% and +2.79%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Fiserv (FISV) delivered earnings and revenue surprises of +13.67% and -1.72%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Investing.com -- JPMorgan strategist Mislav Matejka urged investors to look past near-term geopolitical turbulence and use market weakness as a buying opportunity, arguing in a note that the risk of a prolonged stagflationary shock is overstated.

Cameco (CCJ) delivered earnings and revenue surprises of +18.26% and +24.46%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?