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Find insight on Applied Materials, Versant Media, Anthropic and more in the latest Market Talks covering Technology, Media and Telecom.

The stock market hit highs as Nvidia led and AI chip IPO Cerebras soared in its debut, while Broadcom and Taiwan Semiconductor flashed buy signals. The Trump-Xi summit continues.

Moby summary of Ondas Holdings Inc.'s Q1 2026 earnings call

Figma stock rises following first-quarter earnings with the design software developer hiking full-year guidance even as AI worries persist.

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.77%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.75%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.73%. June E-mini S&P futures (ESM26 ) rose +0.78%, and June E-mini Nasdaq futures...

Bitcoin’s recent rally and a wave of crypto IPO enthusiasm helped fuel one of Wall Street’s hottest digital asset debuts this year. But the mood shifted quickly after one closely watched earnings report landed on May 14. Peter Thiel-backed crypto exchange Bullish fell sharply after reporting ...

Payments provider dLocal on Thursday reported a 10% dip in ‌its first-quarter net profit missing ‌analyst estimates as a one-off tax charge and ​higher expenses offset a surge in payment volumes. Net profit for the period hit $41.9 million, falling short of the $48.9 million ‌expected by ⁠analysts. Total payment volume (TPV) surged 73% to $14.1 billion, up from $8.1 billion ‌a year earlier.

The U.S. stock market rose to more records after Cisco Systems joined the parade of companies reporting fatter profits for the start of 2026 than analysts expected. The Nasdaq composite added 0.9% to its own record. Cisco led the way after talking up demand it’s seeing from AI and other customers, while oil prices held relatively steady.

AI is rarely the sole reason companies cite when taking layoffs, with most still pointing to wider corporate restructuring or macroeconomic headwinds. On Wednesday, Cisco Systems announced plans to cut under 4,000 jobs, or about 5% of its workforce. The announcement arrived the same day the tech giant unveiled record revenue for its third fiscal quarter, amid soaring demand for its AI tools and infrastructure.

Figma raised its annual revenue forecast on Thursday, as growing adoption of its artificial intelligence tools helped ‌convert more users to paid plans and grow the use of ‌its design software across large corporate customers, sending its shares up 15% in extended trading. The company ​now expects 2026 revenue between $1.42 billion and $1.43 billion, compared with its prior forecast of $1.36 billion to $1.37 billion. Figma's offerings have strongly resonated with customers, which range from Fortune 500 companies to freelancers, as its browser-based platform allows users to go from ‌creating simple sketches to coding ⁠and shipping.

Applied Materials on ‌Thursday forecast ‌third-quarter revenue above Wall ​Street estimates, betting that heavy spending on ‌data centers ⁠and AI infrastructure would ⁠sustain strong demand for ​its chip-making ​tools. The ​company expects ‌revenue of about $8.95 billion, plus or minus $500 million, for the current ‌quarter, ​compared with ​estimates ​of $8.09 ‌billion, according to data ​compiled ​by LSEG.

Bullish (NYSE:BLSH) executives used the company’s first-quarter 2026 earnings call to frame its planned acquisition of Equiniti Group as a major strategic shift toward tokenized securities, while also reporting year-over-year revenue and profitability gains despite weaker digital asset prices. Chai

Brookfield (NYSE:BN) reported a stronger first quarter for fiscal 2026, with management pointing to continued fundraising momentum, resilient operating cash flows and growth in its Wealth Solutions business as key drivers of results. Chief Executive Officer Bruce Flatt said the company generated di

WhiteFiber (NASDAQ:WYFI) reported first-quarter revenue growth and positive adjusted EBITDA as management said the company is nearing initial capacity delivery at its NC1 data center project in North Carolina and continuing to reposition its cloud business toward longer-duration enterprise deploymen

Rocket Companies, Inc. (NYSE:RKT) is one of the 10 Best Aggressive Growth Stocks to Buy According to Wall Street Analysts. On May 11, BofA Securities cut its price target on Rocket Companies, Inc. (NYSE:RKT) from $19 to $18 and maintained its Buy rating on the stock. This update came after the company shared its Q1 […]

A group of digital-savvy Gen-Zers try to pull off a crypto caper in the impressively entertaining feature debut from writer-director Ronan Corrigan.

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?

Need a quote from a Motley Fool analyst? Barbara Humpton: Thank you, J.B. USA Rare Earth is at a defining moment. By announcing 3 critical transactions, Serra Verde, Carester and the consolidation of TMRC, we are successfully closing the loop on our global mine to magnet value chain.

Fifty million is a number worth pausing on. That's how many people now pay for Uber One, the company's subscription program, and it says a lot about where Uber Technologies is headed. CEO Dara Khosrowshahi called it a "unique advantage" over competitors during the company's first-quarter 2026 ...

Cerebras Systems (CBRS) soared in its public market debut on Thursday after the artificial intellige

Ledn's $188 million Bitcoin-backed bond just became the first digital asset product to receive an investment-grade rating from S&P Global. Its CEO explains why eight years of data made the difference. In February 2026, Ledn closed a $188 million Bitcoin-backed asset-backed security — the first ...

Nvidia (NVDA) just became the first company in history to hit a $5.5 trillion market cap. Its CEO is flying to Beijing with President Trump. And on the same day all of that was happening, Bank of America's top semiconductor analyst just changed a number that puts 45% upside on the table. That ...

Target has worked aggressively this year to win back customers after a challenging period of consumer boycotts over its Pride collection and the scaling back of its DEI (diversity, equity, and inclusion) initiatives. Last year’s boycotts hit Target's net sales, which have declined 1.7% to ...

The country's largest credit card companies saw first-quarter spending increase 7% year over year to $1.1 trillion.

Rising oil prices are lifting inflation indicators and weighing on bond prices. Sentiment in the U.S. government bond market is bearish, which could explain why the odds favor the upside.

On May 12, I wrote about Micron's relative strength index, or RSI, hitting 85. That was one of the most extreme overbought readings on the daily chart, before the stock pulled back over 7% during the session to breathe. The technical signal was real. So was the concern about chasing a stock up 700% ...

Michael Stein: Thank you, operator. GE's first quarter results were mixed as investments in the customer acquisition at GRE and the new business initiatives at GREW, combined with weakness in retail margins negatively impacted our bottom line despite record quarterly revenue. At GRE, challenging commodity market conditions in the first 2 months of the quarter caused by extreme cold compressed margins for both electricity and gas.

<body><p>STORY: Shares of Cerebras Systems surged 89% above the initial public offering price in their U.S. market debut on Thursday, giving the chip designer a valuation of about $107 billion.&nbsp;</p><p>The listing on the Nasdaq is benefitting from a wave of investor euphoria for companies that are at the heart of the artificial intelligence boom.</p><p>The firm's IPO is the largest this year and comes as AI-linked stocks push broader markets to record highs despite challenges to global growth stemming from the Middle East conflict.</p><p>Founded in 2015, Cerebras which is a competitor to Nvidia, sought to challenge conventional AI by designing chips roughly the size of a dinner plate to speed up processing.</p><p>It dropped initial plans to go public last year after drawing a U.S. national security review though the committee eventually cleared the deal.</p><p>Cerebras has secured Amazon and OpenAI, two of the biggest builders of AI infrastructure in the world, as customers.</p><p>It raised the size and price range of its IPO earlier this week to manage surging interest in its shares. Sources told Reuters that the offering had drawn orders for more than 20 times the number of shares available.</p></body>

Coinbase and other crypto stocks surged on Thursday after a major bill that cements the crypto industry’s legal standing got one step closer to the finish line.

Although the revenue and EPS for ConocoPhillips (COP) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.