Technology Sarah Chen

Coherent Stock Jumps on AI Demand, Margin Challenges Linger

Coherent Corp shares gained 5.03% to $335.26 after forecasting Q4 revenue above estimates, driven by AI data-center demand. Margin improvements and supply constraints remain key challenges.

COHR LITE NVDA
Paramount Skydance's $111B Warner Bros. Deal Faces New Regulatory Hurdles in California
Regulation James Calloway

Paramount Skydance's $111B Warner Bros. Deal Faces New Regulatory Hurdles in California

California Democrats and press-freedom groups are urging regulators to scrutinize Paramount Skydance's $111 billion acquisition of Warner Bros. Discovery, citing job losses and editorial independence issues.

WBD
Spirit Airlines Grounding Offers Temporary Relief for Pratt & Whitney Engine Shortage
Markets Daniel Marsh

Spirit Airlines Grounding Offers Temporary Relief for Pratt & Whitney Engine Shortage

Spirit Airlines' grounded A320neo fleet is releasing Pratt & Whitney GTF engines into a tight spare market, offering temporary relief for airlines. However, lease rates remain high and delays persist.

RTX SPIR AAL UAL DAL LUV JBLU
Kratos Selects Indiana Site for Hypersonic Testing Facility, Boosts 2026 Revenue Outlook
Technology Sarah Chen

Kratos Selects Indiana Site for Hypersonic Testing Facility, Boosts 2026 Revenue Outlook

Kratos Defense & Security Solutions selected Odon, Indiana for a new hypersonic materials test facility, two days after raising its 2026 revenue outlook. Q1 revenue rose 22.6% to $371M.

KTOS
Altria Slips for Fifth Day as Nicotine Pouch Competition Intensifies
Markets Daniel Marsh

Altria Slips for Fifth Day as Nicotine Pouch Competition Intensifies

Altria shares fell 1.3% to $68.12, extending a five-session losing streak despite a Q1 earnings beat. Rising competition in the nicotine pouch market and declining cigarette volumes weigh on the stock ahead of its May 14 annual meeting.

MO PM BTI
Markets Daniel Marsh

Lockheed Martin Secures $407M Aegis Upgrade for Guam Amid Pacific Defense Surge

Lockheed Martin secures a $407.2M Pentagon contract modification to advance Aegis missile defense for Guam, bringing total project value to about $1.94B. Work runs through December 2029.

LMT RTX
Constellation Energy Q1 Earnings: AI Data Center Demand, Calpine Deal in Focus
Earnings James Calloway

Constellation Energy Q1 Earnings: AI Data Center Demand, Calpine Deal in Focus

Constellation Energy reports Q1 earnings Monday, with investors focused on AI data center power demand, Calpine integration progress, and the Three Mile Island restart timeline.

CEG
TXN Stock Flirts with Record High After Analyst Lifts Earnings Forecast
Earnings James Calloway

TXN Stock Flirts with Record High After Analyst Lifts Earnings Forecast

Texas Instruments stock closed near a record high after Zacks Research boosted its Q2 earnings forecast, reflecting strong demand from industrial and data center markets.

TXN
Carvana Stock Split Completed: Focus Returns to Profitability Metrics
Earnings James Calloway

Carvana Stock Split Completed: Focus Returns to Profitability Metrics

Carvana's 5-for-1 stock split is now effective, with shares closing at $77.94. The focus shifts to the company's ability to sustain profit improvements amid rising costs.

CVNA KMX
Nokia ADR Rebounds as AI Cloud Sales Surge, but Execution Test Looms
Technology Sarah Chen

Nokia ADR Rebounds as AI Cloud Sales Surge, but Execution Test Looms

Nokia's ADR rose 3.81% on Friday, recovering from a mid-week selloff, after first-quarter AI and cloud sales jumped 49%. Bank of America upgraded the stock, but margin pressure remains a risk.

XLK
Ryan Cohen Intensifies $55.5 Billion eBay Bid, Threatens Shareholder Appeal
Markets Daniel Marsh

Ryan Cohen Intensifies $55.5 Billion eBay Bid, Threatens Shareholder Appeal

GameStop CEO Ryan Cohen is pushing forward with a $55.5 billion bid for eBay, threatening a direct appeal to shareholders if the board resists. eBay shares trade below the offer price.

GME EBAY
P&G's $1.5B Automation Push Faces Margin Squeeze from Oil and Tariffs
Earnings James Calloway

P&G's $1.5B Automation Push Faces Margin Squeeze from Oil and Tariffs

P&G rolls out its Supply Chain 3.0 automation program for $1.5B in savings, but faces a $1B profit hit from rising oil prices and tariffs.

PG