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Cricut, Inc. (CRCT) Beats Q1 Earnings Estimates
Zacks128d agobullish
Cricut, Inc. (CRCT) Beats Q1 Earnings Estimates

Cricut (CRCT) delivered earnings and revenue surprises of +100.00% and -2.80%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Strategy Survives Another Bitcoin Crash With More Alchemy
Bloomberg128d agobearish
Strategy Survives Another Bitcoin Crash With More Alchemy

(Bloomberg) -- Michael Saylor’s Bitcoin accumulation firm Strategy Inc. has survived yet another crypto market meltdown with some fresh financial engineering. Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysAnthropic Unveils AI Agents to Field Financial Services TasksWhite House Weighs AI Working Group, Model Testing, NYT ReportsChina’s Rare Sanctions Pushback Leaves Banks Caught in CrossfireUS and Iran Trade Fire in Gulf, Jolting Four-Week-Old TruceThe outloo

Korea's KOSPI breaks 7,000 as AI rally catapults Samsung into $1 trillion club
Reuters128d agobullish
Korea's KOSPI breaks 7,000 as AI rally catapults Samsung into $1 trillion club

South Korea's benchmark KOSPI index vaulted past 7,000 for the first time on Wednesday, as an AI-powered rally in semiconductor stocks drove Samsung Electronics past the $1 trillion market-cap barrier. The gains underscore how ‌global demand for artificial intelligence hardware has become the dominant force reshaping equity markets, turning South Korea's chip-heavy benchmark into one of the ‌world's best performing major markets. The KOSPI closed up 6.45% at 7,384.56, after briefly tripping a rare "sidecar" trading curb and rising as much as 7.06% to a record high of 7,426.60, as a ​blistering rally in U.S. chip stocks overnight drove the Philadelphia Semiconductor Index up 4.2%.

Exclusive-Rivian mulls making its own lidar sensors, possibly in partnership with Chinese firms
Reuters128d agobullish
Exclusive-Rivian mulls making its own lidar sensors, possibly in partnership with Chinese firms

Rivian Automotive is considering making its own lidar sensors and could do so in partnership with a Chinese firm, CEO ‌RJ Scaringe said in an interview with Reuters on Tuesday. Rivian said that a version of its R2 vehicles coming later this year would include lidar sensors, which help self-driving vehicles gain a three-dimensional view of the road. Rivian did not disclose who would supply it with lidar sensors, which on demonstration vehicles were much smaller than the large, spinning units found on the streets of San Francisco and other cities in ‌robotaxis designed by Alphabet's Waymo.

Review & Preview: Earnings in Focus
Barrons.com128d agoneutral
Review & Preview: Earnings in Focus

With the Iran cease-fire still seemingly intact, oil prices retreated today, giving the market some room to run. The tech-heavy Nasdaq Composite rose 1%, while the The S&P 500 gained 0.8%. While there has been no real uptick in traffic through the Strait of Hormuz, the fact that the cease-fire remains in effect was enough to temper oil prices on Tuesday.

Advanced Micro Devices Q1 Earnings Call Highlights
MarketBeat128d agoneutral
Advanced Micro Devices Q1 Earnings Call Highlights

Advanced Micro Devices (NASDAQ:AMD) reported first-quarter fiscal 2026 results that management said marked an inflection in growth, driven by accelerating demand for AI infrastructure products across the company’s portfolio. Chair and CEO Lisa Su said revenue rose 38% year-over-year to $10.3 billion

Michael Saylor's Strategy reports $12.54B net loss in Q1
TheStreet128d agoneutral
Michael Saylor's Strategy reports $12.54B net loss in Q1

Michael Saylor's Strategy (NASDAQ: MSTR) announced its first-quarter 2026 earnings on May 5, right after the closing bell, and the numbers told the story of a company whose balance sheet now moves almost entirely with Bitcoin. Strategy reported a net loss of $12.54 billion, or $38.25 per diluted ...

SSR Mining (SSRM) Q1 2026 Earnings Transcript
Motley Fool128d agoneutral
SSR Mining (SSRM) Q1 2026 Earnings Transcript

The divestment of Copler provides a strategic repositioning for SSR Mining Inc. as a focused Americas-based gold and silver producer with a clear emphasis on free cash flow generation. Financially, the business generated more than $210 million in free cash flow in the first quarter of the year.

Super Micro (SMCI) Q3 2026 Earnings Transcript
Motley Fool128d agoneutral
Super Micro (SMCI) Q3 2026 Earnings Transcript

Michael Thomas Staiger: Good afternoon, and thank you for attending Super Micro Computer, Inc.’s call to discuss financial results for the third quarter of fiscal 2026, which ended March 31, 2026. As you know, with me today are Charles Liang, Founder, Chairman, and Chief Executive Officer, and David E. Weigand, Chief Financial Officer. By now, you should have received a copy of the press release from the company that was distributed at the close of regular trading, and it is available on the company’s website.

Veeco (VECO) Q1 2026 Earnings Call Transcript
Motley Fool128d agoneutral
Veeco (VECO) Q1 2026 Earnings Call Transcript

Bill Miller: Veeco Instruments Inc. executed well in the first quarter and we believe we are strategically positioned to benefit from the evolving semiconductor landscape driven by artificial intelligence and high-performance computing. Veeco Instruments Inc. is well positioned across our portfolio, with highly differentiated process equipment aligned with high-growth opportunities. Third, as it pertains to the compound semiconductor market, a stronger-than-expected opportunity has emerged for Veeco Instruments Inc. to capture multiyear revenue in the production of indium phosphide lasers.

Upstart (UPST) Q1 2026 Earnings Transcript
Motley Fool128d agoneutral
Upstart (UPST) Q1 2026 Earnings Transcript

Paul Gu: Thank you, Sonya, and thank you everyone for joining us today. As reflected in our three-year outlook of 35% annualized revenue growth, we expect to be one of the fastest multiyear compounders at our scale. Consumer credit is arguably the oldest, most economically foundational business there is, and today is the perfect time to reimagine it.