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Coreweave plunges after mixed results shake confidence in ai boom story

Michael Saylor, Executive Chairman of Strategy Inc., hinted on Tuesday at a potential sale of some of the company’s Bitcoin holdings to fund dividend payments on its preferred stock. Saylor Says Company Wants To Be Flexible Saylor, during Strategy’s first-quarter...

FuelCell Energy’s updated analyst narrative now centers on a reset in the price target to US$6 from US$7, alongside a trimmed fair value estimate to US$8.24 from US$8.71. Analysts are revisiting their views after the Q1 miss, weighing the large data center focused proposal pipeline against ongoing execution concerns and competitive pressure from peers with fewer supply constraints. Read on to see what these shifts mean for how you might track the story as it develops, and what to watch next...

Nvidia (NVDA) chips are at the center of a suspected $2.5 billion smuggling scheme involving Super M

(Updates to include restructuring details and the latest stock price movement.) Cloudflare (NET)

Michael Burry's brutal short on Palantir just got an unexpected co-signer in Jefferies’ senior software analyst Brett Thill.

Oil prices continued their slide on investor optimism about diplomacy between the U.S. and Iran. U.S. officials said the Trump administration is looking to resume guiding commercial ships through the Strait of Hormuz with naval and air support.

In an in-depth interview with Fortune, the ServiceNow CEO explains how AI provides a tailwind to its business and how Wall Street is missing the point.

In early May 2026, Strategy Inc. reported first-quarter revenue of US$124.3 million but a very large net loss of about US$12.54 billion, driven mainly by unrealized markdowns on its substantial Bitcoin holdings. More importantly, management reversed its long-held “never sell” stance, signalling it may selectively sell Bitcoin to fund hefty preferred dividends and reshape its balance sheet around a “Bitcoin per share” performance metric. We’ll now examine how this move to an actively managed...

Q1 earnings trigger fresh questions for Trade Desk (TTD) Trade Desk (TTD) reported first quarter 2026 results with sales of US$688.86 million and net income of US$40 million, while issuing guidance below market expectations for the next quarter. The mix of revenue growth, lower earnings per share versus a year earlier and softer forward guidance, together with new partnerships and data oversight scrutiny, gives investors several factors to consider with this stock. See our latest analysis for...

Picture an excessively mobile middle-class family that does almost nothing but drive, traveling from New York City to Los Angeles and back again each week. Spirit Airlines recently succumbed. At the same time, the strongest airlines—including Delta Air Lines United Airlines Holdings and some of the rest now doing their best impressions of these two—could benefit from present turmoil and generate healthy stock returns for years.

Cloudflare, Upwork, Coinbase, and others cut thousands of jobs in May 2026 as AI restructuring reshapes the tech workforce.

Ready Capital (RC) delivered earnings and revenue surprises of -153.85% and -217.00%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

ABSCI CORP (ABSI) delivered earnings and revenue surprises of +5.00% and -90.00%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Applied Optoelectronics (AAOI) delivered earnings and revenue surprises of -31.33% and -3.40%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

If you've ever felt like pressing on your brake pedal seemed a lot like stepping on a giant sponge, chances are your vehicle needed some brake and clutch fluid. And if you've recently needed brake fluid and purchased ACDelco brand, this product recall is for you. On Thursday, May 7, the National ...

In late April 2026, POET Technologies disclosed that Marvell Semiconductor had cancelled all Celestial AI-related purchase orders, prompting a wave of federal securities class action lawsuits alleging misleading statements about the company’s tax status and confidentiality obligations. The allegations that POET may be treated as a passive foreign investment company under U.S. tax law add an unusual layer of potential complexity for its U.S. shareholders. With these legal challenges and the...

Dropbox (DBX) delivered earnings and revenue surprises of +7.04% and +1.61%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

QuantumSi Incorporated (QSI) delivered earnings and revenue surprises of +16.67% and -35.50%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Flux Power (FLUX) delivered earnings and revenue surprises of -366.67% and -35.60%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Red Cat (RCAT) delivered earnings and revenue surprises of -57.14% and -18.70%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Investing.com -- Motorola Solutions Inc (NYSE:MSI) reported first-quarter results that exceeded analyst expectations, but shares fell 2.1% in after-hours trading Thursday as investors appeared underwhelmed by the company's second-quarter earnings outlook.

On May 7, 2026, possible profit-taking, a loss of momentum in European stocks, and broader AI valuation concerns weighed on this telecom heavyweight.

Investing.com -- MercadoLibre Inc (NASDAQ:MELI) reported first quarter results that missed earnings expectations despite strong revenue growth, sending shares down 7.2% in after-hours trading Thursday.

Investing.com -- Airbnb Inc (NASDAQ:ABNB) reported first quarter results that beat revenue expectations but fell short on earnings, as the home-sharing platform navigated geopolitical headwinds while posting strong top-line growth.

Investing.com -- Opendoor Technologies Inc (NASDAQ:OPEN) reported a wider-than-expected loss for the first quarter despite revenue exceeding analyst estimates, sending shares down 2.1% in after-hours trading Thursday.

In the closing of the recent trading day, Ralph Lauren (RL) stood at $353.55, denoting a -5% move from the preceding trading day.

ChargePoint Holdings, Inc. (CHPT) concluded the recent trading session at $6.16, signifying a -3.14% move from its prior day's close.

Restaurant technology platform Toast (NYSE:TOST) met Wall Street’s revenue expectations in Q1 CY2026, with sales up 21.9% year on year to $1.63 billion. Its GAAP profit of $0.20 per share was 28.6% above analysts’ consensus estimates.

Trip.com (TCOM) concluded the recent trading session at $53.39, signifying a -1.95% move from its prior day's close.