Companies like Starbucks and Lowe’s are hoping to get closer to customers with new apps that integrate into OpenAI’s ChatGPT interface.
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Companies like Starbucks and Lowe’s are hoping to get closer to customers with new apps that integrate into OpenAI’s ChatGPT interface.
Investors’ pursuit of the companies supplying key materials to the artificial intelligence build-out is powering an epic rally in shares of chip makers. The AI trade has boosted stocks’ record run, with the S&P 500 climbing 1.5% to new highs on Wednesday after signs of progress on a Middle East peace deal and strong earnings from Advanced Micro Devices It has also sparked volatility in markets, sending investors swinging between worries that AI won’t produce the expected blockbuster profits and fears it will disrupt entire industries. Corning is among the latest companies to reap a windfall from the ripple effects of the data center build-out.
Nice's Q1 report wasn't what investors were hoping for.
Beyond Meat (NASDAQ:BYND) reported first-quarter 2026 net revenues of $58.2 million, down 15.3% from $68.7 million a year earlier, as the company continued to face headwinds in the plant-based meat category and weakness across several sales channels. On the company’s earnings call, Founder, Presiden
Axon Enterprise (NASDAQ:AXON) executives used the company’s first-quarter 2026 earnings call to highlight continued rapid growth, rising adoption of its AI-focused offerings, and accelerating demand for its counter-drone business, while raising full-year revenue guidance. Management frames AI as a
My name is Hanley Donofrio, and I am the Investor Relations Director here at IonQ, Inc. I am pleased to be joined on today's call by Niccolo de Masi, IonQ, Inc.'s Chairman and Chief Executive Officer, and Inder Singh, IonQ, Inc.'s Chief Operating Officer and Chief Financial Officer. Niccolo de Masi: Thank you all for joining us today.
Arista Networks delivered a strong Q1 report, but its stock still lost ground.
Eric M. DeMarco: Kratos Defense & Security Solutions, Inc.'s balanced business model of making internally funded investments, including property, plant, and equipment, and the rapid development and fielding of relevant products for the Department of Defense, while also generating organic growth, increased profitability, and value for all Kratos Defense & Security Solutions, Inc. stakeholders, is succeeding. The success is reflected in our Q1 results, including a 1.6-to-1 book-to-bill ratio, a record backlog of $2 billion, and an increased opportunity pipeline up to $14 billion, and the $14 billion is after the 1.6-to-1 book-to-bill, reflecting Kratos Defense & Security Solutions, Inc.'s accelerating growth trajectory. As Deanna will go through in detail, we significantly exceeded our first-quarter forecast across the board, with EBITDA being particularly strong as a result of execution and product delivery mix, with Kratos Defense & Security Solutions, Inc.'s microwave electronics, turbine technologies, and unmanned systems businesses each having a particularly strong Q1.
IonQ raised its annual revenue forecast on Wednesday, betting on growing demand from clients for its quantum computing platform. IonQ develops trapped-ion quantum computing systems and related networking, sensing and security technologies, offering cloud-based access to its hardware that attempts to solve complex computational problems beyond the reach of classical computers. Challenges remain for quantum computing, the biggest being that qubit, a fundamental building block similar to a bit in classical computing, is incredibly fast, but also extremely difficult to control and prone to errors.
The headline numbers for APA (APA) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Asking for a Trend Host Josh Lipton previews several of the biggest stories to come tomorrow, Thursday, May 7, including earnings results from McDonald's (MCD), Shell (SHEL), Airbnb (ABNB), CoreWeave (CRWV), and Coinbase (COIN); comments from several Federal Reserve presidents; and this week's reading on initial jobless claims.
Arm (NASDAQ:ARM) reported record results for the fourth quarter of fiscal 2026 and the full fiscal year, pointing to accelerating momentum in cloud AI and growing customer interest in its recently launched Arm AGI CPU product family. Record quarter and full-year results CEO Rene Haas said Arm “deli
AppLovin (NASDAQ:APP) executives used the company’s first-quarter 2026 earnings call to emphasize accelerating growth, expanding margins, and a major product milestone coming in June, when the company plans to open its Axon advertising platform to self-serve advertisers globally. Adam Foroughi, co-
By Karen Roman Critical Metals Corp. (Nasdaq: CRML) said the Government of Greenland granted its approval for the company’s acquisition of 70% of the shares in 60° North Greenland ApS, […]
Despite a lower-than-expected loss in fiscal Q2, FuboTV's latest quarterly report had problem points.
Companies are always looking to make a buck. Sometimes that means expanding products, increasing prices, or opening new stores. And in some cases, it might mean merging with a company in the same sector. March saw a pickup in deals, with the number of transactions worth over $100 million rising 25% ...
May 6 (Reuters) - Canada's Nutrien reported a rise in first-quarter profit on Wednesday, benefiting from higher sales and prices across its fertilizer segments, with the world's top potash producer
Murphy Oil (MUR) delivered earnings and revenue surprises of +9.10% and +6.53%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Matador (MTDR) delivered earnings and revenue surprises of +23.06% and -23.96%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
APA (APA) delivered earnings and revenue surprises of +37.14% and +4.80%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Tutor Perini (TPC) delivered earnings and revenue surprises of +7.29% and -1.30%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Snap (SNAP) delivered earnings and revenue surprises of +7.64% and +0.55%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Sunrun (RUN) delivered earnings and revenue surprises of +1,444.90% and +6.96%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
The 2026 Q1 earnings season continues to be one of positivity, with many notable companies - Newmont (NEM), Interactive Brokers (IBKR), and Quanta Services (PWR) - all knocking it out of the park, reporting quarterly records in one way or another.
A copy of today's earnings press release, related financial tables and supplements, all of which are furnished in our 8-K filing today, can be found in the Investor Relations portion of Fastly, Inc.’s website, along with the investor presentation. During this call, we will make forward-looking statements related to the expected performance of our business, future financial results, products and services, sales and growth strategy, long-term growth, and overall future prospects.
The media and entertainment company’s huge loss came after recording a $2.8 billion termination fee that was triggered when Paramount Skydance beat out Netflix to acquire Warner.
Arista Networks spent the first quarter of 2026 in an unusual position. Investor conversations had gone quiet. Questions about customer concentration and margins were dominating the narrative. The stock was underperforming. That tone has shifted. And Morgan Stanley just put a number on how much it ...
Why Cameco’s latest earnings matter for investors Cameco (TSX:CCO) has drawn fresh attention after reporting first quarter 2026 earnings and operating results, reaffirming full year guidance and highlighting strong interest in its nuclear technology and services. See our latest analysis for Cameco. Cameco’s share price is CA$156.24 after a modest pullback in the last week and quarter. However, its year to date share price return of 15.43% and one year total shareholder return of 136.15% point...
Impressively, the aggregate earnings total for Q1 is on track to be a new all-time quarterly record at $690.4 billion, surpassing the record set in the preceding quarter at $655.5 billion.