Nvidia's Stock Hovers Near Record as Investors Eye China Policy Shift and Earnings
Technology Sarah Chen

Nvidia's Stock Hovers Near Record as Investors Eye China Policy Shift and Earnings

Nvidia shares hover near record highs as CEO Jensen Huang joins Trump's China trip, sparking hopes for renewed H200 AI chip sales. All eyes are on the May 20 earnings report.

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10x Genomics Tumbles on Revenue Slide; Buffett Warns of 'Gambling Mood'
Markets Daniel Marsh

10x Genomics Tumbles on Revenue Slide; Buffett Warns of 'Gambling Mood'

10x Genomics shares dropped 5.3% after Q1 revenue fell 2.6% year-over-year, while Warren Buffett cautioned investors against a 'gambling mood' driving unsustainable valuations.

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Stocks Dip as Oil Surge Fuels Inflation Fears, Fed Cut Hopes Fade
Markets Daniel Marsh

Stocks Dip as Oil Surge Fuels Inflation Fears, Fed Cut Hopes Fade

US stocks retreated Tuesday as a hotter-than-expected April CPI report and surging oil prices dampened rate-cut expectations, with tech and chip stocks leading declines.

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Karman Shares Surge Then Slide as Earnings Confirm High Expectations
Earnings James Calloway

Karman Shares Surge Then Slide as Earnings Confirm High Expectations

Karman Holdings shares surged 6.2% then tumbled 11% after hours as Q1 earnings met estimates but high expectations and contingent orders raised caution.

KARO
Velo3D Surges 25% on Q1 Beat, Margin Improvement
Earnings James Calloway

Velo3D Surges 25% on Q1 Beat, Margin Improvement

Velo3D shares surged 24.7% in after-hours trading after Q1 revenue rose 48% to $13.8 million and gross margin improved to 17.2%. The company maintains its positive EBITDA guidance for late 2026.

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Penguin Solutions Stock Surges on AI Inference Memory Demand
Technology Sarah Chen

Penguin Solutions Stock Surges on AI Inference Memory Demand

Penguin Solutions shares surged nearly 20% after hours to $52.85 after management comments at a Needham conference and a Rosenblatt target hike, highlighting AI inference memory demand.

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Rackspace Surges 35% on AI Cloud Deal with AMD, Short Squeeze Amplifies Rally
Technology Sarah Chen

Rackspace Surges 35% on AI Cloud Deal with AMD, Short Squeeze Amplifies Rally

Rackspace Technology shares surged 35% after announcing an AI cloud deal with AMD, with short covering amplifying the move as trading volume tripled.

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OpenEvidence Partners with SSO, Pushes AI Deeper into Cancer Surgery
Technology Sarah Chen

OpenEvidence Partners with SSO, Pushes AI Deeper into Cancer Surgery

OpenEvidence partners with the Society of Surgical Oncology to integrate clinical content into its AI platform and launch a $100,000 grant for surgeon-led research.

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Nextpower Surges After Q4 Beat, Raised Guidance Boosts Platform Narrative
Earnings James Calloway

Nextpower Surges After Q4 Beat, Raised Guidance Boosts Platform Narrative

Nextpower shares surged 10% after hours following Q4 results that topped estimates and a raised fiscal 2027 revenue outlook, fueling investor confidence in its platform expansion.

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United Flight Attendants Ratify Deal with 31% Pay Hike and Boarding Compensation
Earnings James Calloway

United Flight Attendants Ratify Deal with 31% Pay Hike and Boarding Compensation

United Airlines flight attendants ratified a five-year contract with a 31% base-pay increase, boarding pay, and $741 million in retroactive wages, ending a lengthy negotiation.

UAL
Oklo Shares Slide as Q1 Loss Triples, Cash Hoard Tops $2.5 Billion
Earnings James Calloway

Oklo Shares Slide as Q1 Loss Triples, Cash Hoard Tops $2.5 Billion

Oklo reported a Q1 net loss of $33.1 million, more than triple last year, as R&D and admin costs surged. The company holds $2.54 billion in cash but has no reactor revenue.

OKLO
QuantumScape Surges on $11M Billings, Eagle Line Progress
Technology Sarah Chen

QuantumScape Surges on $11M Billings, Eagle Line Progress

QuantumScape shares gained 4.9% Tuesday after reporting $11M in Q1 customer billings and progress at its Eagle Line pilot facility, signaling a step toward commercial solid-state battery production.

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