News — AI supercycle headlines

Motley Fool7d agoneutral

CoreWeave's latest quarterly report didn't deliver what investors were looking for.

Motley Fool7d agobearish

Stock Market Today, May 8: The Trade Desk Slides After Q1 Report Misses EPS and Guidance Disappoints

On May 8, 2026, investors weighed ad-tech growth against margin pressure, cautious guidance, and fresh Wall Street downgrades.

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The Wall Street Journal7d agobullish

The Markets This Week: Jobs Report, Chip-Stock Rally Power Stocks to New Records

A better-than-expected jobs report and a blistering chip-stock rally powered the S&P 500 to a record on Friday, with the index notching its sixth straight week of gains. The Dow industrials edged up 0.2% for the week, or 110 points.

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Motley Fool7d agobullish

Stock Market Today, May 8: Rocket Lab Surges After Record Quarterly Revenue Beats Expectations

Record revenue, upbeat guidance, and a swelling defense-backed backlog put this space contractor in sharp focus, today, May 8, 2026.

LMT NOC ^GSPC ^IXIC

Motley Fool7d agoneutral

Stock Market Today, May 8: Ambev Gained 13% This Week on Strong Earnings

Stronger-than-expected earnings put this brewer in sharper focus, today, May 8, 2026.

^GSPC ^IXIC

Reuters Videos7d agoneutralVIDEO

S&P 500 and Nasdaq notch records, boosted by AI and earnings optimism

<body>STORY: U.S. stocks ended the week higher on Friday...and although the Dow was little changed, the S&P 500 gained more than eight-tenths of a percent and the Nasdaq climbed 1.7%, catapulting both indexes to more record high closes.Credit strong company earnings and a resilient economy, says Ross Mayfield, investment strategist at Baird Private Wealth Management."It's really kind of the soft landing of all soft landings. You're wrapping up one of the best earnings seasons we've seen in some time. One of the best non-recession recovery earnings seasons ever. You've got positive headlines about the war in Iran and the move towards a ceasefire there, particularly ahead of, you know, Trump's meeting with Xi Jinping. You have a great jobs report. So signs that the, you know, the economy outside of the AI sector is still holding in pretty well. [FLASH] Now, that doesn't mean there isn't a big tail risk out there if the war in Iran kind of reverses or escalates for whatever reason. But barring that, it is very hard to see a reason that this market doesn't melt up into the summer and really into year end."High-flying chip stocks had another stellar session, with shares of Intel gaining 14% after the Wall Street Journal reported the company reached a preliminary deal to make some chips for Apple devices. Shares of Apple added 2%.Shares of Micron Technology and Sandisk spiked more than 15% and 16%, respectively, lifted by strong demand from the rapid buildout of AI data centers.:: CloudflareStill, other tech stocks didn't fare as well, with Cloudflare plunging more than 23% after the cloud services company said it would cut about 20% of its workforce, and forecast second-quarter revenue slightly below Wall Street expectations.:: CoreWeaveShares of CoreWeave tumbled more than 11% after the cloud infrastructure technology company raised the lower end of its annual capital expenditure forecast, citing a rise in component costs.Elsewhere in the market, shares of Expedia dropped more than 9% after the online travel platform flagged that the conflict in the Middle East was hurting demand.</body>

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MarketBeat7d agoneutral

Hyperliquid Strategies Q3 Earnings Call Highlights

Hyperliquid Strategies (NASDAQ:PURR) reported a profitable fiscal third quarter, with results driven primarily by appreciation in the HYPE token and continued staking revenue, executives said on the company’s third-quarter 2026 earnings call. CEO David Schamis said the company remains “by far the l

PURR

The Wall Street Journal7d agobearish

Tech Unemployment Ticks Up to 3.8% in April Amid AI-Driven Layoffs

The unemployment rate was unchanged at 4.3%. Nike will reduce its workforce by roughly 1,400 workers, or about 2%, mostly in its tech department, as it simplifies global operations. Inflation and economic uncertainty linked to the Iran conflict is giving some chief executives and tech leaders reason to pull back or pause their IT hiring, said Janco Chief Executive Victor Janulaitis.

META

The Wall Street Journal7d agoneutral

Trump-Xi Meet, Inflation Data: What to Watch in the Next Week

Next week is peppered with potential market-moving events. Headlining are Tuesday’s inflation report, which will offer the latest glimpse of how the Iran war is lifting consumer prices, and President Trump’s long-awaited—and delayed—visit to China, with the war and tariffs likely to be central topics.

CEG

Benzinga7d agoneutral

How To Earn $500 A Month From Wendy's Stock Ahead Of Q1 Earnings

The Wendy’s Company will release earnings for its first quarter before the opening bell on Friday, May 8. Analysts expect the company to report quarterly earnings of 10 cents per share, down from 20 cents per share in the year-ago...

WEN

The Wall Street Journal7d agoneutral

Fed’s Eyes Turn to Inflation: Heard on the Street Recap

The U.S. economy added 115,000 jobs in April, the Labor Department said, far exceeding expectations. The unemployment rate stayed unchanged at 4.3%. Intel shares rose 14% after The Wall Street Journal reported that the chip maker struck a preliminary deal to supply chips to Apple.

AAPL INTC MU

Yahoo Finance Video7d agoneutralVIDEO

Mother's Day flowers to come with a bigger price tag this year

American families are expected to spend up to $38 billion on Mother's Day this year, according to the National Retail Federation (NRF), $3.2 billion of which will go toward buying flowers. UrbanStems CEO  Meenakshi Lala discusses broader consumer spending trends, especially for these sentimental holidays, while Americans navigate the K-shaped economy.

AMZN FDX

Investopedia7d agoneutral

Here's How Much Traders Expect Constellation Energy Stock to Move After Earnings

Constellation Energy is set to report earnings Monday morning, with the energy stock seen making a sizable swing after the results.

CEG

The Wall Street Journal7d agoneutral

Financial Services Roundup: Market Talk

Find insight on Brookfield Asset Management, pension plan funding, Intesa Sanpaolo and more in the latest Market Talks covering financial services.

BAM

The Wall Street Journal7d agoneutral

Tech, Media & Telecom Roundup: Market Talk

Find insight on CoreWeave, bitcoin, Telus, Cloudflare and more in the latest Market Talks covering technology, media and telecom.

GOOG GOOGL

Motley Fool7d agoneutral

Palantir Just Crushed Earnings. So Why Is the Stock Down?

The business fundamentals and valuation are slowly converging on each other.

INTC NVDA PLTR

The Wall Street Journal7d agobullish

Jobs Report, Chip-Stock Rally Power Stocks to New Records

The Nasdaq notched its best six-week streak since 2009 as a surge in semiconductor shares continues.

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Moby7d agoneutral

Strawberry Fields REIT LLC Q1 2026 Earnings Call Summary

Moby summary of Strawberry Fields REIT LLC's Q1 2026 earnings call

NVDA

The Wall Street Journal7d agoneutral

Cerebras, Which Makes Dinner-Plate Sized AI Chips, Plans to Go Public Thursday

On next week’s IPO menu: a manufacturer that churns out AI chips the size of a dinner plate and hopes to rival Nvidia. Chips made by Cerebras take up the entire surface of the silicon wafer on which dozens of microchips are typically etched.

NVDA

Moby7d agoneutral

PPL Corporation Q1 2026 Earnings Call Summary

Moby summary of PPL Corporation's Q1 2026 earnings call

NVDA

Investopedia7d 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 Finance7d 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

Barchart7d agoneutral

Stocks Finish Higher on Solid Earnings and a Resilient Labor Market

The S&P 500 Index ($SPX ) (SPY ) on Friday closed up +0.84%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.02%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +2.35%. June E-mini S&P futures (ESM26 ) rose +0.79%, and June E-mini Nasdaq futures...

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Quartz7d 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

Investor's Business Daily7d agobearish

How We Leveraged Our Position In Russell 2000 For A Win

Here's how an early entry in the Russell 2000 and a ramp up in exposure gave us a winning trade.

IWM

Associated Press7d 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 Video7d 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 Videos7d 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

MarketBeat7d 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