Circle Internet Group Earnings, Crypto Bill Vote Loom as Key Tests
Crypto Sarah Chen

Circle Internet Group Earnings, Crypto Bill Vote Loom as Key Tests

Circle Internet Group faces a critical week with Q1 earnings on May 11 and a Senate vote on a crypto bill that could limit stablecoin rewards, impacting USDC's growth and reserve income.

COIN HOOD
Crypto Sarah Chen

MARA Holdings Faces Key Earnings Test After $1.5B Energy Deal

MARA Holdings reports Q1 earnings Monday, with investors focused on its $1.5B Long Ridge Energy deal and efforts to avoid a $600M bond buyback. The stock rose 2% Friday to $12.94.

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White House Weighs Federal Gas Tax Suspension as Pump Prices Soar Past $4.50
Economy Daniel Marsh

White House Weighs Federal Gas Tax Suspension as Pump Prices Soar Past $4.50

The Trump administration is open to suspending the federal gasoline tax as U.S. average prices hit $4.52/gallon, up over $1 from last year, with supply constraints tied to the Iran war and Strait of Hormuz disruptions.

USO XLE
IonQ's $1.8B Chip Foundry Bet Secures Shareholder Approval
Technology Sarah Chen

IonQ's $1.8B Chip Foundry Bet Secures Shareholder Approval

SkyWater Technology shareholders approved IonQ's $1.8 billion acquisition, clearing a key hurdle. The deal is expected to close in Q2 or Q3 2026.

IONQ SKYT
Realty Income's New 150M Share Plan: A Strategic Shift in Capital Structure
Analysis Daniel Marsh

Realty Income's New 150M Share Plan: A Strategic Shift in Capital Structure

Realty Income's new ATM program for up to 150 million shares could dilute existing holders by 16% as it seeks to fund a raised $9.5 billion investment plan for 2026.

Qnity Electronics Q1 Earnings: A Critical Test for AI Materials Rally
Earnings James Calloway

Qnity Electronics Q1 Earnings: A Critical Test for AI Materials Rally

Qnity Electronics reports Q1 results before Tuesday's open, testing the AI chip-materials rally. Analysts expect adjusted EPS of 92 cents.

Q ENTG NVDA TSM SSNLF
Penguin Solutions Surges 13% on AI Memory Demand Outlook
Markets Daniel Marsh

Penguin Solutions Surges 13% on AI Memory Demand Outlook

Penguin Solutions shares surged 13.47% to $44.23 after raising fiscal 2026 sales and profit outlook amid surging AI memory chip demand and prices.

PENG NVDA DELL SMCI
NANO Nuclear's AI Data Center Deal Faces Reality Check on May 14
Analysis Daniel Marsh

NANO Nuclear's AI Data Center Deal Faces Reality Check on May 14

NANO Nuclear Energy stock surged on a Super Micro AI data center pact, but the non-binding MOU and pending NRC licensing leave investors waiting for real progress in the May 14 earnings update.

NNE SMCI OKLO
Coherent Bounces Back as AI Data Center Demand Drives Capacity Expansion
Technology Sarah Chen

Coherent Bounces Back as AI Data Center Demand Drives Capacity Expansion

Coherent shares rebounded 5.03% to $335.26 on Friday, recovering from a post-earnings slide, as AI data-center demand and a $2 billion Nvidia deal drive capacity expansion.

COHR NVDA LITE GLW
AST SpaceMobile Set for Q1 Report After FCC Clearance and Satellite Launch Setback
Earnings James Calloway

AST SpaceMobile Set for Q1 Report After FCC Clearance and Satellite Launch Setback

AST SpaceMobile reports Q1 results Monday after a 14.8% stock rally. The FCC approved its 248-satellite direct-to-device network, but a BlueBird 7 launch failure tests deployment timelines.

ASTS
Uber's Robotaxi Ambitions Face Scrutiny After NHTSA Probe Into Avride Crashes
Regulation James Calloway

Uber's Robotaxi Ambitions Face Scrutiny After NHTSA Probe Into Avride Crashes

U.S. regulators are investigating 16 crashes involving Avride autonomous vehicles linked to Uber's platform, raising safety concerns. Uber shares fell 1.7% as Lime filed for IPO.

UBER LYFT DASH
Hut 8's $9.8B Texas AI Lease Signals Pivot from Crypto Mining
Technology Sarah Chen

Hut 8's $9.8B Texas AI Lease Signals Pivot from Crypto Mining

Hut 8 Corp. unveiled a $9.8 billion, 15-year AI data center lease in Texas, driving broker price targets higher as the company pivots from crypto mining to AI infrastructure.

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