Coherent Stock Slides 7% After AI-Optics Rally Fades
Earnings James Calloway

Coherent Stock Slides 7% After AI-Optics Rally Fades

Coherent (COHR) shares reversed sharply in after-hours trading, erasing an 8% rally despite a solid earnings beat, as investors seek faster margin expansion.

COHR LITE NVDA
Cisco Raises AI Revenue Target to $7.5B, Stock Wavers on Margin Concerns
Earnings James Calloway

Cisco Raises AI Revenue Target to $7.5B, Stock Wavers on Margin Concerns

Cisco reported strong Q4 results and raised its AI revenue target to $7.5B for fiscal 2027, but margin compression and concentration risk weigh on sentiment.

CSCO
Wendy's Shares Leap on Potential Trian-Led Buyout
Markets Daniel Marsh

Wendy's Shares Leap on Potential Trian-Led Buyout

Wendy's shares surged 12% after reports of a potential Trian-led take-private bid, with a 25% premium suggesting a $4.45B enterprise value.

WEN
Amazon Stock Dips 1.2% as AWS Surge Clashes with $25.8B Cash Flow Drop
Earnings James Calloway

Amazon Stock Dips 1.2% as AWS Surge Clashes with $25.8B Cash Flow Drop

Amazon shares slipped 1.2% despite AWS revenue surging 37%, as free cash flow turned negative by $25.8 billion. Analysts still see about 20% upside.

AMZN GOOGL MSFT JPM
Alaska Air Shares Slide as Fuel Costs Outweigh Flight Scare
Earnings James Calloway

Alaska Air Shares Slide as Fuel Costs Outweigh Flight Scare

Alaska Air (ALK) shares dropped 1.7% Wednesday as fuel costs continue to pressure earnings, overshadowing a resolved security incident in Miami. Q3 fuel guidance offers some relief.

ALK DAL UAL LUV
UWM Stock Stalls Near $1.52 as Rate Relief Fails to Offset Recapitalization
Markets Daniel Marsh

UWM Stock Stalls Near $1.52 as Rate Relief Fails to Offset Recapitalization

UWM shares stay near $1.52 as lower rates fail to lift sentiment amid a $2.05B capital raise and suspended dividend.

UWMC RKT
Bath & Body Works Slips as Holiday Line Faces Store Sales Test
Markets Daniel Marsh

Bath & Body Works Slips as Holiday Line Faces Store Sales Test

BBWI shares dropped 3.65% after launching a Disney-themed collection, but the real test is whether it can reverse a $48 million decline in store sales.

BBWI DIS
Coinbase Steady as XRP Revenue Share Sparks Questions
Crypto Sarah Chen

Coinbase Steady as XRP Revenue Share Sparks Questions

Coinbase shares were flat as XRP declined 1.2%. XRP's 11% Q1 spot revenue share and a 21% transaction revenue drop highlight challenges.

COIN
Sandisk Soars 8% on AI Flash Breakthrough Ahead of Investor Day
Technology Sarah Chen

Sandisk Soars 8% on AI Flash Breakthrough Ahead of Investor Day

Sandisk (SNDK) surged 8.3% to $1,376.63 after launching a faster 2Tb QLC flash for AI. Investor Day on Thursday will scrutinize earnings durability.

SNDK MU
Netflix Stock Slips 7.8% Ad Forecast Cut Deepens Investor Concerns
Earnings James Calloway

Netflix Stock Slips 7.8% Ad Forecast Cut Deepens Investor Concerns

Netflix (NFLX) slid to $74.23 as ad revenue forecasts were cut by 7.8%, overshadowing a strong buyback. Q2 revenue missed estimates, and the stock remains 41% below its 52-week high.

NFLX DIS CMCSA CHTR
Teradyne Soars 6% on AI Test Demand, Q3 Guidance Beats Estimates
Earnings James Calloway

Teradyne Soars 6% on AI Test Demand, Q3 Guidance Beats Estimates

Teradyne (TER) surged 6% after AI-related revenue topped 60% of Q2 sales and Q3 guidance beat estimates by 21%, underscoring strong chip-testing demand.

TER
Micron Surges 6% as AI Demand Drives $63B Value Jump
Technology Sarah Chen

Micron Surges 6% as AI Demand Drives $63B Value Jump

Micron shares climbed 6.45% to $924.50, adding $63 billion in market cap, as AI infrastructure earnings lifted chip stocks. The stock remains 26% below its peak.

MU SNDK MRVL NVDA TSM