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JFrog Q1 Earnings Call Highlights
MarketBeat101d agoneutral
JFrog Q1 Earnings Call Highlights

JFrog (NASDAQ:FROG) reported first-quarter 2026 results that management said exceeded the top end of its guidance range across all metrics, citing accelerating cloud usage trends tied to AI-driven software development and continued demand for its software supply chain security products. “We entered

New Nvidia deal pumps crypto stock
TheStreet101d agoneutral
New Nvidia deal pumps crypto stock

IREN Limited (NASDAQ: IREN) shares jumped 27% to $72.28 during after-hours trading on May 7, The move came after the company closed the prior session down 6.77% at $56.85. At press time, the stock had pulled back slightly to $69.45, still up 21.55%. The catalyst was a new strategic ...

Nvidia funds construction of Corning plants, in addition to equity investment
Reuters101d agoneutral
Nvidia funds construction of Corning plants, in addition to equity investment

Nvidia has paid several billion dollars to help ‌fund new factories for glassmaker Corning in addition ‌to taking an equity stake of up to $3.2 billion disclosed ​earlier this week, the CEOs of the two companies confirmed on Thursday. Nvidia CEO Jensen Huang said the AI chip supplier has made "a multi-billion-dollar prepayment" ‌that was not ⁠disclosed when it announced an equity investment earlier this week in Corning, whose ⁠glass is used in the fiber-optic cables that connect computers in massive data centers. "It's going to create thousands of jobs," Huang said.

Akamai Technologies Q1 Earnings Call Highlights
MarketBeat101d agoneutral
Akamai Technologies Q1 Earnings Call Highlights

Akamai Technologies (NASDAQ:AKAM) opened 2026 with first-quarter results that highlighted faster growth in cloud infrastructure services and continued demand for its security portfolio, alongside a major new long-term customer commitment tied to AI infrastructure. Landmark cloud deal underscores AI

Applied Optoelectronics Q1 Earnings Call Highlights
MarketBeat101d agoneutral
Applied Optoelectronics Q1 Earnings Call Highlights

Applied Optoelectronics (NASDAQ:AAOI) reported first-quarter 2026 results that management said were in line with expectations, citing “robust demand” across its data center and CATV businesses and continued progress expanding manufacturing capacity. Founder, Chairman and CEO Dr. Thompson Lin said th

Nvidia CEO Huang sends blunt new message on AI compute boom
TheStreet101d agoneutral
Nvidia CEO Huang sends blunt new message on AI compute boom

Most of us learned to size up companies the same way. Revenue, earnings, the line on a chart that goes up and to the right. That mental shortcut has served retail investors fine for a generation. It just stopped working. The biggest piece of the U.S. stock market is now a single chipmaker whose ...

Nvidia to invest up to $2.1 billion in IREN as part of AI data center deal
Reuters101d agoneutral
Nvidia to invest up to $2.1 billion in IREN as part of AI data center deal

Nvidia will invest up to $2.1 billion in data center operator IREN, as part ‌of a broader deal to deploy up to ‌5 gigawatts of infrastructure to keep up with soaring artificial intelligence ​demand. The tie-up, announced on Thursday, underscores the hunger for computing power amid surging adoption of AI, as frontier model developers and Big Tech firms funnel billions to secure ‌capacity. • Shares of ⁠IREN were up around 9% in extended trading.

Trump meets with Brazil's Lula to talk trade, extends EU tariff deadline
Yahoo Finance Video101d agoneutralVIDEO
Trump meets with Brazil's Lula to talk trade, extends EU tariff deadline

President Trump met with Brazilian President Luiz Inácio Lula da Silva on Thursday, while the administration extended its trade deadline with the European Union (EU) to July 4. Yahoo Finance Washington Correspondent Ben Werschkul speaks more about what this meeting could mean for US-Brazil relations and the latest news about Trump's 25% tariffs against EU cars.

Elon Musk ’Dissolved’ xAI. What It Means for the SpaceX IPO.
Barrons.com101d agoneutral
Elon Musk ’Dissolved’ xAI. What It Means for the SpaceX IPO.

Elon Musk is dissolving his artificial-intelligence company, xAI. Now, SpaceX is the entity that will vie for AI supremacy with OpenAI, Anthropic, and Alphabet The company is getting its ducks in a row ahead of an IPO that is expected to be the biggest ever, raising as much as $75 billion and valuing the company at up to $2 trillion. Wednesday afternoon, Musk tweeted “xAI will be dissolved as a separate company, so it will just be SpaceXAI, the AI products from SpaceX.”

SoftBank in talks with Nvidia to build homegrown AI servers, Nikkei reports
Reuters101d agoneutral
SoftBank in talks with Nvidia to build homegrown AI servers, Nikkei reports

Japan's SoftBank ‌Corp has ‌begun discussions with ​U.S. chip giant Nvidia and Taiwanese contract ‌manufacturer ⁠Foxconn as the conglomerate ⁠weighs plans to build ​homegrown ​artificial ​intelligence servers, ‌the Nikkei newspaper reported on Friday. SoftBank is considering starting design ‌and ​component ​assembly ​by the ‌end of the ​decade, ​Nikkei added.

Inside the $17 income play paying 5.7% yield after its biggest earnings disappointment
24/7 Wall St.101d agoneutral
Inside the $17 income play paying 5.7% yield after its biggest earnings disappointment

Gladstone Investment (NASDAQ:GAIN) is the income-focused business development company that pays shareholders a $0.08 monthly distribution plus periodic supplemental payouts tied to portfolio exits. Income investors lean on GAIN for that monthly check, so the Q3 FY26 earnings miss reported February 3, 2026, where adjusted EPS came in at $0.21 against a $0.2275 estimate, raised ... Inside the $17 income play paying 5.7% yield after its biggest earnings disappointment

Palantir Just Beat Earnings and Dropped. This Has Happened Before. Here’s What Came Next
24/7 Wall St.102d agoneutral
Palantir Just Beat Earnings and Dropped. This Has Happened Before. Here’s What Came Next

Shares of Palantir (NASDAQ:PLTR) delivered some impressive quarterly earnings only to be met with a mildly negative reaction. Indeed, it was another tough crowd of Palantir shareholders. This beat-and-drop reaction has happened before and, if I were to place a bet, it’s probably going to happen again. Given good results no longer mean a good ... Palantir Just Beat Earnings and Dropped. This Has Happened Before. Here’s What Came Next

April Job Cuts Surge 38% On AI Downsizing
24/7 Wall St.102d agoneutral
April Job Cuts Surge 38% On AI Downsizing

According to the job research firm Challenger, Gray & Christmas, job cuts rose 38% in April compared to March. Much of this was blamed on AI-driven layoffs. The April number reached 83,387. The number was the third-highest figure since 2009, during the Great Recession. Andy Challenger said, “Technology companies continue to announce large-scale cuts and ... April Job Cuts Surge 38% On AI Downsizing

These Juicy Dividend Payouts Might Be a Trap
The Wall Street Journal102d agoneutral
These Juicy Dividend Payouts Might Be a Trap

​📈 Follow our live markets data and coverage. The enormous weighting of companies that pay no dividend, or hardly pay one ( Nvidia’s yield is 0.02%), obscures some household names yielding 6%, 7% and even 10%. Back then, the yield on the benchmark U.S. Treasury note was above 6% while today it’s below 4.4%.

SiTime Q1 Earnings Call Highlights
MarketBeat102d agoneutral
SiTime Q1 Earnings Call Highlights

SiTime (NASDAQ:SITM) reported a sharp year-over-year increase in first-quarter 2026 revenue and profitability, with management attributing the performance primarily to accelerating demand for precision timing in AI infrastructure and data center networking. On the company’s earnings call, CEO Rajesh

ARM Q4 Earnings Call Highlights
MarketBeat102d agoneutral
ARM Q4 Earnings Call Highlights

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

Arm forecasts upbeat revenue on surging AI data center demand
Reuters102d agoneutral
Arm forecasts upbeat revenue on surging AI data center demand

Arm Holdings forecast first-quarter revenue above Wall Street expectations on Wednesday, benefiting from higher adoption of its chip technology as tech firms spend heavily on artificial intelligence compute. The company expects quarterly revenue ‌of $1.26 billion, compared with estimates of $1.25 billion, according to data compiled by LSEG. Arm generates revenue by licensing its ‌technology to companies such as Nvidia and Apple, collecting royalty payments for every product built using its designs.

The space ETFs prepping for liftoff ahead of SpaceX IPO
Yahoo Finance Video102d agoneutralVIDEO
The space ETFs prepping for liftoff ahead of SpaceX IPO

Space-related funds are seeing a surge of inflows as investors eagerly await the IPO of Elon Musk's SpaceX (SPAX.PVT). In the latest installment of Yahoo Finance's ETF Report, TMX VettaFi head of research Todd Rosenbluth to talk about the ETFs that could draw in the most investors — like the Procure Space ETF (UFO) — as interest in the broader space economy grows. Rosenbluth goes on to weigh in on prediction market ETFs that are set to launch.

Oracle’s $553 Billion Backlog Is Larger Than the GDP of Most Countries. It Also Grew 325% in a Year
24/7 Wall St.103d agoneutral
Oracle’s $553 Billion Backlog Is Larger Than the GDP of Most Countries. It Also Grew 325% in a Year

I keep hitting the buy button on Oracle (NYSE:ORCL) because I have rarely seen a backlog like the one this company is sitting on, and I want to own as many shares as I reasonably can before the market fully prices it in. The thing that pulls me back, again and again, is a single ... Oracle’s $553 Billion Backlog Is Larger Than the GDP of Most Countries. It Also Grew 325% in a Year