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Catch up on the stories we’re following today

Just over a year ago, American Bitcoin did not exist. Today, just 8 months and 3 days after going public, we now own over 7,300 Bitcoin, own nearly 90,000 miners and have quickly become one of the largest dedicated Bitcoin accumulation companies anywhere in the world. The pace at which this team has built American Bitcoin is something I'm incredibly proud of.

Hewlett Packard Enterprise (HPE) delivered earnings and revenue surprises of +46.30% and +8.74%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?

Credo Technology Group (CRDO) delivered earnings and revenue surprises of +13.17% and +1.61%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?

Sagar Hebbar: Thank you, and welcome to Rackspace Technologies First Quarter 2026 Earnings Conference Call. Joining me today are Gajen Kandiah, our Chief Executive Officer; and Mark Marino, our Chief Financial Officer. Rackspace Technology assumes no obligation to update the information presented on the call, except as required by law.

Gajen Kandiah: Thank you, Sagar. As a result, they are moving beyond isolated AI experiments to operating AI at scale inside core enterprise systems. AI is infusing every workload and as it becomes embedded in customer data, financial systems and regulated processes, where it runs starts to matter.

Dow Jones Futures: Broadcom, Micron, Nvidia and Sandisk were big winners Monday. Credo plunged on earnings late.

Today, June 1, 2026, investors are weighing a revenue and earnings beat against surging AI infrastructure demand and record trading volume.

Robert Antokol: Good morning, and thank you for joining us. With that context, the headline for me is this Disney Solitaire. This Disney Solitaire has scaled faster than any title in our 15 years history and continues to outperform expectations.

Hewlett Packard Enterprise stock soared after the information technology company reported better-than-expected financial results and raised its fiscal year outlook as artificial intelligence demand continues to benefit growth. HPE’s earnings follow strong financial results from peer Dell Technologies proving yet again that demand for servers is strong as customers buy up the hardware needed to power AI. Dell reported much better-than-expected financial results for its first-quarter and boosted its revenue outlook for the fiscal year on May 28.

HPE stock surged on a big fiscal Q2 earnings beat. HPE raised its 2026 full-year guidance and projected 8% to 12% sales growth in fiscal 2027.

Kenneth Seitz: Good morning, and thank you for joining us today to review our first quarter results and the outlook for our business. The ongoing Middle East conflict has disrupted global fertilizer and energy markets, resulting in higher global benchmark prices and input costs. Despite heightened geopolitical uncertainty, Nutrien's strategic priorities, capital allocation approach and full year guidance remain unchanged.

Joining us for today's presentation are the company's CEO, Tom Stepien; and CFO, Ricardo Rodriguez. Please note that this presentation contains forward-looking statements, including, but not limited to, statements regarding our financial and business performance, our business strategy, future product development or commercialization, new customer adoption and new applications, our growth and the growth of the markets in which we operate and the timing and ability of Amprius to expand its manufacturing capacity, scale its business and achieve a sustainable cost structure.

Take-Two Interactive Software (NasdaqGS:TTWO) reported its latest earnings with solid contributions from core game franchises and mobile titles. The company paired this performance update with cautious full-year revenue and EBITDA guidance that came in weaker than peers. Management commentary highlighted both the resilience of existing hits and a measured stance toward the coming year. For you as an investor, the update highlights how NasdaqGS:TTWO is balancing established console and PC...

One Stop Systems enters this update cycle with its existing price targets unchanged, giving you a clear starting point to reassess the stock without any new target revisions to factor in. With no new analyst commentary released alongside those steady targets, the focus shifts to what has and has not moved in the broader narrative. In the sections that follow, you will see how to track this evolving story and what to watch so you can respond quickly when the next update arrives. Analyst Price...

Hewlett Packard Enterprise reported better-than-expected financial results and raised its fiscal year outlook as artificial intelligence demand continues to benefit the company’s growth. HPE’s earnings follow strong financial results from peer Dell Technologies, proving yet again that demand for servers is strong as customers buy up the hardware needed to power AI. Dell reported much better-than-expected financial results for its first-quarter and boosted its revenue outlook for the fiscal year on May 28.

(Article updated to include consolidated revenue figures in the fourth paragraph, as confirmed by Op

Analysts appear to be bracing for bad news.

Crown Holdings has been treading water for the past six months, recording a small loss of 2.3% while holding steady at $95.12. The stock also fell short of the S&P 500’s 10.9% gain during that period.

The Hanover Insurance Group has been treading water for the past six months, holding steady at $186.29. The stock also fell short of the S&P 500’s 10.9% gain during that period.

Over the past six months, B&G Foods’s shares (currently trading at $4.09) have posted a disappointing 12.2% loss, well below the S&P 500’s 10.9% gain. This might have investors contemplating their next move.

Michael Murray: Thank you, operator, and good morning to everyone, and welcome to our fourth quarter and full year 2025 earnings call. Like many other firms, our fourth quarter revenues were impacted by the government shutdown and the associated procurement and milestone recognition delays were deeper than anticipated. Over the past 3 years, we have fundamentally transformed Kopin from a legacy microdisplay company into a strategically positioned, vertically integrated and advanced technology platform company.

The semiconductor maker's spectacular ascent over the past year begs the question: Is the stock a buy now?

Photronics' Q2 FY26 EPS and revenue miss estimates as IC revenues fall on delayed chip design releases; gross margin shrinks, and Q3 guidance remains cautious.

Jason Robins: Thank you, Mike. Adjusted EBITDA increased 64% year-over-year to $168 million. If not for our significant investment in Predictions and the launch of Sportsbook in Arkansas, our adjusted EBITDA would have exceeded $200 million.

Ken Cook: Thank you, Aaron, and good morning, everyone. Let me start by thanking our franchisees, restaurant teams and company employees who together as One Wendy's, have stayed focused on improving restaurant operations elevating the customer experience and enhancing franchisee economics. Internationally, our business continues to expand in key growth markets, and we are excited to have recently signed a franchise agreement to expand into China, further strengthening our development pipeline, I'll share more on this in a moment.

During this quarter, we continued scaling our HPC platform at Lake Mariner with 60 megawatts of critical IT capacity energized and generating revenue as of March 31. Importantly, this is the first period, where HPC leasing is meaningfully reflected in our financials, contributing $21 million of lease revenue during the quarter. At the same time, we are transitioning portions of our legacy mining footprint to support higher-value HPC workloads.

James Breuer: Thank you, Jason. What differentiates us is not simply the scale of the projects we pursue, but the discipline with which we pursue them and the depth of our technical expertise and project delivery track record. During the front-end phase, we work with our clients to plan the project and establish a solid foundation for the scope, cost and schedule of the execution phase, which kicks off after the final investment decision by the customer.

S&P 500 companies' quarterly earnings growth held steady at nearly 28% compared with financials repo

Micron (MU) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.