Toast Shares Slide 15% Despite Q1 Revenue Surge and Upgraded 2026 EBITDA Outlook
Earnings James Calloway

Toast Shares Slide 15% Despite Q1 Revenue Surge and Upgraded 2026 EBITDA Outlook

Toast shares dropped 15% despite a 22% revenue jump and raised 2026 EBITDA outlook, as hardware costs and a lower EPS weighed on investors.

TOST
Intuit Opens Credit Karma to Credit-Invisible Consumers, Launches QuickBooks HCM
Technology Sarah Chen

Intuit Opens Credit Karma to Credit-Invisible Consumers, Launches QuickBooks HCM

Intuit opens Credit Karma to 17M credit-invisible adults and debuts QuickBooks Workforce HCM. Shares fell 4.4% ahead of fiscal Q3 results on May 20.

INTU ADP PAYX
Robo.ai Soars 61% on $100M Neurovia AI Acquisition
Technology Sarah Chen

Robo.ai Soars 61% on $100M Neurovia AI Acquisition

Robo.ai shares jumped 61% on Friday after the company announced a $100 million all-stock acquisition of Neurovia AI, a specialist in video compression and edge computing.

AIIO
Xanadu Quantum Shares Slide as New Leveraged ETF Launches and 294M Share Filing Looms
Markets Daniel Marsh

Xanadu Quantum Shares Slide as New Leveraged ETF Launches and 294M Share Filing Looms

Xanadu Quantum stock dropped 6.16% to $16.31 amid a 294 million-share filing and the launch of a 2x leveraged ETF. Q1 results are due May 14.

Teradyne Lifts Dividend as AI Test Demand Sustainability Under Scrutiny
Technology Sarah Chen

Teradyne Lifts Dividend as AI Test Demand Sustainability Under Scrutiny

Teradyne announced a $0.13 quarterly dividend, payable June 12. Shares rose 1.8% after an 87% Q1 revenue surge to $1.282B, fueled by AI testing demand, but concerns persist about sustainability.

TER KEYS COHU FLEX
GD Culture Group Weighs $10.75/Share Bid as Stock Trades at $0.16
Markets Daniel Marsh

GD Culture Group Weighs $10.75/Share Bid as Stock Trades at $0.16

GD Culture Group is reviewing a $10.75/share buyout bid from two investors, but with shares at $0.16 and financing unsecured, the deal faces significant hurdles.

GDC
Eaton Stock Rebounds on AI Data Center Demand, Margin Concerns Linger
Earnings James Calloway

Eaton Stock Rebounds on AI Data Center Demand, Margin Concerns Linger

Eaton stock rebounded 1.3% to $404.44 after a 5.3% drop, as record Q1 sales and a 240% surge in data-center orders offset margin worries.

ETN
Samsara Shares Dip as AI Data Strategy Faces Key Earnings Test
Earnings James Calloway

Samsara Shares Dip as AI Data Strategy Faces Key Earnings Test

Samsara shares fell 4.6% ahead of its June 4 earnings, as the company's AI data strategy faces a key test. Investors await growth, margins, and guidance.

IOT
Innodata Soars on Record Revenue, Big Tech Contracts
Technology Sarah Chen

Innodata Soars on Record Revenue, Big Tech Contracts

Innodata shares surged 89% on record Q1 revenue of $90.1M and a raised 2026 outlook. New Big Tech contracts could contribute $51M this year.

INOD
Memory ETF DRAM Hits $5B Inflows as AI Chip Demand Surges
Markets Daniel Marsh

Memory ETF DRAM Hits $5B Inflows as AI Chip Demand Surges

Roundhill Investments' Memory ETF (DRAM) has drawn over $5 billion since its April 2 launch, with $1.1 billion in inflows on Thursday alone, as investors bet on memory chip makers critical to AI supply chains.

MU STX WDC SSNLF
HawkEye 360 Soars 30% in NYSE Debut, Highlighting Defense-Space IPO Demand
IPO Michael Okonkwo

HawkEye 360 Soars 30% in NYSE Debut, Highlighting Defense-Space IPO Demand

HawkEye 360 shares jumped 30% in their NYSE debut after a $416 million IPO, valuing the firm at $3.15 billion. The company specializes in satellite-based signals intelligence for defense and government clients.

RKLB
Fluence Energy Surges on $2B Order Intake, Analyst Upgrade
Markets Daniel Marsh

Fluence Energy Surges on $2B Order Intake, Analyst Upgrade

Fluence Energy (FLNC) shares surged after Roth/MKM upgraded the stock to Buy and doubled its price target to $26, citing a record $5.6B backlog and $2B in orders.

FLNC