Datadog Crosses $1B in Quarterly Revenue, Shares Surge on AI Demand
Earnings James Calloway

Datadog Crosses $1B in Quarterly Revenue, Shares Surge on AI Demand

Datadog posted Q1 revenue above $1 billion for the first time, jumping 32% to $1.006 billion, and raised its 2026 sales forecast. Shares soared $45.02 to $188.73.

DDOG
IREN Surges as Nvidia Bets $2.1B on AI Cloud Expansion
Technology Sarah Chen

IREN Surges as Nvidia Bets $2.1B on AI Cloud Expansion

Nvidia invested up to $2.1 billion in IREN via a share warrant and a $3.4 billion AI cloud contract, sending IREN stock up 9%. The deal underscores the intense demand for GPU compute capacity.

IREN NVDA
Humana Stock Rally Tests Valuation as Profit Forecast Slips
Earnings James Calloway

Humana Stock Rally Tests Valuation as Profit Forecast Slips

Humana lowered its 2026 GAAP EPS forecast to at least $8.36, while its stock has surged over 25% in a month, pushing the P/E ratio above 26.

HUM UNH CVS
Mixed Lean Hog Futures Amid Strong Pork Export Sales
Commodities Rebecca Torres

Mixed Lean Hog Futures Amid Strong Pork Export Sales

Lean hog futures showed mixed results Thursday, with front months declining while later contracts gained, as USDA reported strong pork export sales.

CMCSA OSS
Oil Surge on Iran Tensions Drags US Futures Lower
Markets Daniel Marsh

Oil Surge on Iran Tensions Drags US Futures Lower

US stock futures slipped as oil surged above $96 on renewed Iran conflict, stoking inflation fears. The S&P 500 fell 0.38%, with chip stocks declining, while Nvidia and Microsoft gained.

SPY QQQ DIA ARM INTC AMD NVDA MSFT IREN CRWV GLW COIN ABNB EXPE USO
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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