Innodata Shares Surge on Q1 Beat, AI Data Demand Drives Outlook Upgrade
Earnings James Calloway

Innodata Shares Surge on Q1 Beat, AI Data Demand Drives Outlook Upgrade

Innodata shares surged 29% after hours as Q1 revenue and profit topped estimates, driven by a major new AI data contract that lifted the 2026 growth outlook to at least 40%.

INOD
NuScale Power Stock Tumbles 8.7% After Q1 Loss Deepens, Cash Burn Intensifies
Earnings James Calloway

NuScale Power Stock Tumbles 8.7% After Q1 Loss Deepens, Cash Burn Intensifies

NuScale Power shares dropped 8.7% after hours Thursday after reporting a wider Q1 loss and a 96% revenue decline to $565,000, with cash burn of $314.7 million.

SMR
Agilon Health Stock Surges 118% on Q1 Profit Beat, New CEO Appointed
Earnings James Calloway

Agilon Health Stock Surges 118% on Q1 Profit Beat, New CEO Appointed

Agilon Health shares jumped 118% to $60.66 after a strong Q1 earnings beat, with net income rising to $49M. The company also raised its 2026 forecast and appointed Tim O'Rourke as CEO.

AGL
Centrica Plummets 5% as Retail Earnings Warning Overshadows £370M Gas Plant Buy
Markets Daniel Marsh

Centrica Plummets 5% as Retail Earnings Warning Overshadows £370M Gas Plant Buy

Centrica shares dropped 5.16% after warning retail energy earnings will hit the low end of 2026 forecasts, despite a £370 million deal to buy the Severn gas power plant.

CNA
California Antitrust Scrutiny Intensifies on Paramount-WBD Merger
Regulation James Calloway

California Antitrust Scrutiny Intensifies on Paramount-WBD Merger

34 California Democrats push AG Bonta to scrutinize Paramount's $111B Warner Bros. Discovery takeover for antitrust harm, citing job losses and consolidation risks.

WBD DIS NFLX
SiTime Soars 28% on AI Data Center Demand, Revenue Nearly Doubles
Technology Sarah Chen

SiTime Soars 28% on AI Data Center Demand, Revenue Nearly Doubles

SiTime shares surged 28% after Q1 revenue jumped 88% to $113.6M, driven by AI data center demand. The company raised its 2026 growth outlook to at least 80%.

SITM
Palo Alto Networks Warns of Active Exploitation in PAN-OS Firewall Flaw
Technology Sarah Chen

Palo Alto Networks Warns of Active Exploitation in PAN-OS Firewall Flaw

Palo Alto Networks reports active exploitation of a critical PAN-OS firewall flaw, CVE-2026-0300, with patches rolling out May 13. CISA adds the bug to its exploited list.

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Cloudflare Slashes 20% of Workforce in AI Pivot, Shares Slide
Technology Sarah Chen

Cloudflare Slashes 20% of Workforce in AI Pivot, Shares Slide

Cloudflare will cut over 1,100 jobs (20% of staff) as it pivots to an AI-first strategy. Shares fell 13% after Q2 revenue guidance missed Wall Street targets.

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Trade Desk Tumbles on Weak Q2 Forecast Despite Q1 Revenue Beat
Earnings James Calloway

Trade Desk Tumbles on Weak Q2 Forecast Despite Q1 Revenue Beat

Trade Desk shares dropped 16% after forecasting Q2 revenue below expectations, despite beating Q1 sales estimates. Concerns about slowing growth and competition weigh on the stock.

TTD
AAOI Stock Dips 10% After Q1 Revenue Miss, Despite AI Optics Demand Surge
Earnings James Calloway

AAOI Stock Dips 10% After Q1 Revenue Miss, Despite AI Optics Demand Surge

Applied Optoelectronics (AAOI) shares dropped over 10% after Q1 revenue and Q2 guidance missed Wall Street estimates, despite a 51% revenue surge and doubled data-center sales. The company begins volume shipments of 800G products.

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Dow Slides Below 50,000 as Oil Volatility and Chip Selloff Weigh on Market
Markets Daniel Marsh

Dow Slides Below 50,000 as Oil Volatility and Chip Selloff Weigh on Market

The Dow fell 313 points to close below 50,000 amid oil volatility and a chip stock selloff. Nvidia and Microsoft gained, while jobless claims rose and the Fed signaled rates on hold.

DIA SPY QQQ USO AAPL MSFT NVDA AMD INTC ARM CRM CRWD PANW WHR DDOG
Chip Slump Halts S&P 500's Record Run on Tariff Ruling
Markets Daniel Marsh

Chip Slump Halts S&P 500's Record Run on Tariff Ruling

The S&P 500 fell 0.38% as chip stocks slid, with Intel and AMD each dropping about 3%, while a trade court ruling against Trump's tariffs added to uncertainty.

SPY QQQ DIA INTC AMD ARM NVDA MSFT DDOG