Actualités

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.

CoreWeave, one of the more polarizing AI stocks, is on the reporting docket this week. But what can investors expect?

It's important to consider your investment style and take a long-term view.

Surendralal Karsanbhai: Thank you, Doug. At this moment, it is important to highlight our teams in the Middle East who persevered in a challenging, at times dangerous, environment. Led by Liam Hurley, our team in the Middle East brought this to life.

With me on today's call are Jayshree Ullal, Arista Networks, Inc. Chairperson and Chief Executive Officer, and Chantelle Breithaupt, Arista's Chief Financial Officer. This afternoon, Arista Networks, Inc. issued a press release announcing its fiscal first quarter results for the period ending 03/31/2026. During the course of this conference call, Arista Networks, Inc. management will make forward-looking statements, including those relating to our financial outlook for the second quarter of the 2026 fiscal year, longer-term business model and financial outlooks for 2026 and beyond, our total addressable market and strategy by addressing these market opportunities, including AI, inventory management, lead times, and product innovation, which are subject to the risks and uncertainties that we discussed in detail in our documents filed with the SEC, specifically in our most recent Form 10-Q and Form 10-K, and which could cause actual results to differ materially from those anticipated by these statements.

Atomera (NASDAQ:ATOM) executives said the company made progress across several customer engagements during its first-quarter 2026 earnings call, highlighting momentum in advanced logic, memory, RF, power devices, and gallium nitride (GaN) applications for its Mears Silicon Technology (MST). Gate-Al

Astera Labs (NASDAQ:ALAB) reported strong first-quarter fiscal 2026 results and issued upbeat second-quarter guidance, pointing to accelerating AI infrastructure spending and broad-based demand across its connectivity portfolio. Management said hyperscalers, AI labs, and sovereign entities are signa

Terry and Cole will discuss all of this in more detail later. Also in the first quarter, we signed a Cornerstone transaction advancing our Talen Energy Corporation flywheel strategy and adding meaningful free cash flow per share growth through acquisitions.

Also during the call, we will refer to certain non‑GAAP financial measures which we consider to be an important measure of the company's performance. For example, the overview of our Q1 financial results and Q2 financial guidance are on a non‑GAAP basis. With that, I would like to turn the call over to Jitendra Mohan, CEO of Astera Labs, Inc. Common Stock.

After another dizzying rally on Tuesday, Intel shares now stand at $108.15 a share. With the latest 13% gain, the back-in-favor-again chip giant can claim these accolades: Its market cap of $544 billion, a record for the company, now exceeds that of Oracle and Johnson & Johnson, according to Dow Jones Market Data.

Robert Feurle: Thank you, and good afternoon, everyone. As we move forward, we remain focused on three key strategic priorities: advancing technology leadership, demonstrating strict financial discipline, and driving operational excellence.

Upstart (UPST) delivered earnings and revenue surprises of -22.42% and +6.52%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

TransMedics (TMDX) delivered earnings and revenue surprises of -51.46% and -0.99%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Tigo Energy, Inc. (TYGO) delivered earnings and revenue surprises of +100.00% and -1.98%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Qorvo (QRVO) delivered earnings and revenue surprises of +40.17% and +1.08%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Qualys (QLYS) delivered earnings and revenue surprises of +8.03% and +1.26%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Occidental (OXY) delivered earnings and revenue surprises of +63.08% and -7.04%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Ouster (OUST) delivered earnings and revenue surprises of +19.36% and +6.07%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Strategy (MSTR) delivered earnings and revenue surprises of -1,021.70% and -0.24%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Intapp (INTA) delivered earnings and revenue surprises of +2.11% and +1.20%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Flex (FLEX) delivered earnings and revenue surprises of +7.89% and +8.07%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Flywire (FLYW) delivered earnings and revenue surprises of +218.47% and +9.40%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Electronic Arts (EA) delivered earnings and revenue surprises of -29.45% and -6.48%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Bumble (BMBL) delivered earnings and revenue surprises of +33.54% and +0.24%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Ameren (AEE) delivered earnings and revenue surprises of +9.87% and -2.85%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

On Sunday, former White House AI and crypto czar David Sacks said artificial intelligence is rapidly becoming one of the most powerful drivers of the U.S. economy as Morgan Stanley raised its forecast for hyperscaler AI infrastructure spending. Morgan Stanley Projects Massive AI Capex Boom From Big Tech Morgan Stanley now expects Amazon.com Inc., Alphabet Inc., Meta Platforms Inc., Microsoft Corp. and Oracle Corp. to collectively spend about $805 billion in capital expenditures in 2026, up from

The headline numbers for Emerson Electric (EMR) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Cathie Wood just made a massive move ahead of a key tech earnings report. The ARK Invest founder trimmed $12 million in CoreWeave (CRWV) stock just days before the company reports earnings in a couple of days' time. On May 4, ARK sold 99,692 shares of CoreWeave across multiple ETFs, locking ...

This win reflects our expanding footprint in premium AI-enabled devices, validating our RF content platform and our technology differentiation. While still modest in absolute terms, the segment is expected to grow nearly 50% this year.

Oil prices slipped and stocks advanced on hopes that the U.S. and Iran can avoid resuming their full-scale war. The United Arab Emirates said it was intercepting new attacks from Iran hours after the U.S. said Iran's latest military actions didn't rise to the level of violating the ceasefire. U.S. officials sought to play down the events of the past 24 hours, including Iran’s targeting of American warships and attacks on other vessels in the Strait of Hormuz.