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Moby summary of Super League Enterprise, Inc.'s Q1 2026 earnings call

Epistrophy Capital Research Chief Market Strategist and The Drill Down Podcast host Cory Johnson joins Market Catalysts to discuss the Cerebras IPO and key factors to watch in Nvidia’s (NVDA) upcoming earnings report.

Recent trends in the artificial intelligence space point to a strong upcoming report from Nvidia.

Jason Calacanis used Block (NYSE:XYZ) as a case study on a recent This Week in Startups episode to argue that AI-driven productivity gains have become a prisoner’s dilemma for every public company CEO. Block cut over 4,000 people in February 2026, taking headcount from over 10,000 to under 6,000. Three months later, the company posted ... Block’s 40% Layoffs Will Drive 62% Earnings Growth: ‘If You Don’t Have Time to Use AI, You Don’t Have a Job’

Moby summary of Milestone Scientific Inc.'s Q1 2026 earnings call

Moby summary of Terrestrial Energy Inc.'s Q1 2026 earnings call

Moby summary of Where Food Comes From, Inc.'s Q1 2026 earnings call

Moby summary of Viking Holdings Ltd's Q1 2026 earnings call

Moby summary of Bitdeer Technologies Group's Q1 2026 earnings call

Shares of NVIDIA (NASDAQ:NVDA) are trading at $236 in Thursday afternoon action, up 4.5% on the session. The move extends a rally that has lifted the chipmaker 20% over the past month and 27% year to date. NVIDIA’s market cap now sits near $5.71 trillion, the largest in the world. The one-year return has reached ... NVIDIA is Up 20% in a Month. Could the May 20 Earnings Report Knock It Right Back Down?

Moby summary of Sunrise Realty Trust, Inc.'s Q1 2026 earnings call

Ideal Power (NASDAQ:IPWR) reported no first-quarter revenue and a wider net loss, while management emphasized growing commercial activity for its B-TRAN semiconductor technology across AI data centers, energy infrastructure, industrial systems and automotive applications. President and Chief Execut

AMD is establishing itself as an important player in the AI infrastructure space thanks to sizable contracts that signal a significant acceleration in long-term growth.

Nvidia is scheduled to report earnings for its first quarter of fiscal 2027 on May 20.

AEye Inc (LIDR) reports a 60% revenue increase, expands customer base, but faces challenges with net loss and cash burn.

The AI chipmaker's growth story is still extraordinary, but rising competition and a premium valuation make another name in the space look more attractive.

AEye (NASDAQ:LIDR) reported higher first-quarter revenue and emphasized expanding commercial engagement across defense, transportation, automotive and infrastructure markets, while management said the lidar company remains focused on converting evaluations and proofs of concept into deployments. On

The overall earnings picture continues to be of all-around strength and a steadily improving outlook, with Q1 results showing nice momentum while expectations for Q2 also trend higher.

Moby summary of PolyPid Ltd.'s Q1 2026 earnings call

Moby summary of Kornit Digital Ltd.'s Q1 2026 earnings call

Moby summary of Similarweb Ltd.'s Q1 2026 earnings call

Moby summary of FLEX LNG Ltd.'s Q1 2026 earnings call

Moby summary of National Vision Holdings, Inc.'s Q1 2026 earnings call

Will the AI chip leader beat Wall Street expectations again?

AI heavyweight Nvidia will report its first quarter results on May 20, in what is easily one of the most anticipated announcements of the earnings season.

AI heavyweight Nvidia (NVDA) will report its first quarter results on May 20, in what is easily one of the most anticipated announcements of the earnings season.

Nebius Group (NASDAQ:NBIS) reported a sharply higher first quarter for 2026 as demand for AI computing capacity continued to outpace supply, prompting management to raise its capital spending plans and expand its long-term power commitments. Co-founder and CEO Arkady Volozh said the company is buil

Nebius Group N.V. (NASDAQ:NBIS) may not command the same attention as Nvidia Corp (NASDAQ:NVDA), but its latest quarter is suddenly giving Nvidia bulls another reason for confidence ahead of Nvidia earnings next week. Nebius stock surged after the company posted explosive first quarter results, with AI cloud revenue soaring 841% year over year. The company also highlighted multibillion-dollar AI compute agreements tied to Meta Platforms, Inc. (NASDAQ:META) and Microsoft Corp (NASDAQ:MSFT), reinf

Moby summary of Valens Semiconductor Ltd.'s Q1 2026 earnings call

Nuclear reactor startup Oklo updated investors across its three businesses. A July 4 criticality target looms for Oklo and other nuclear stocks.