Howmet Aerospace Surges on Strong Q1 Results, Lifts 2026 Outlook
Earnings James Calloway

Howmet Aerospace Surges on Strong Q1 Results, Lifts 2026 Outlook

Howmet Aerospace reported strong Q1 results, beating estimates and raising its 2026 outlook amid robust demand from commercial aerospace and defense.

HWM BA RTX GE
Novavax Surges on Pfizer Deal, Q1 Revenue Beat Despite Weak Vaccine Sales
Earnings James Calloway

Novavax Surges on Pfizer Deal, Q1 Revenue Beat Despite Weak Vaccine Sales

Novavax reported Q1 revenue of $139.5M, beating estimates, driven by $30M from Pfizer's Matrix-M license. Shares rose further as licensing income offset weak COVID vaccine sales.

NVAX PFE SNY MRNA
Live Nation's Ticketmaster Axes 350 Jobs Amid Antitrust Overhaul
Regulation James Calloway

Live Nation's Ticketmaster Axes 350 Jobs Amid Antitrust Overhaul

Ticketmaster has laid off 350 employees, or 8% of its global workforce, as parent Live Nation restructures amid a pending antitrust ruling and a $371 million operating loss.

LYV
CrowdStrike Surges Past $500 on AI Security Momentum and Partner Initiatives
Technology Sarah Chen

CrowdStrike Surges Past $500 on AI Security Momentum and Partner Initiatives

CrowdStrike shares surged past $500 on Thursday, buoyed by a new partner app and a Mizuho upgrade, as AI security momentum returns to the spotlight.

CRWD
Shake Shack Stock Tumbles 28% on Q1 Loss, Rising Beef Costs, and CFO Change
Earnings James Calloway

Shake Shack Stock Tumbles 28% on Q1 Loss, Rising Beef Costs, and CFO Change

Shake Shack shares plunged 28% on Thursday after the burger chain reported a quarterly loss and missed revenue estimates. Rising beef costs and a CFO transition added to investor concerns.

SHAK
IREN Stock Rises Ahead of Q3 Earnings; Mirantis Deal and AI Pivot Under Scrutiny
Earnings James Calloway

IREN Stock Rises Ahead of Q3 Earnings; Mirantis Deal and AI Pivot Under Scrutiny

IREN Ltd. shares rose 1.6% to $61.94 ahead of fiscal Q3 earnings, with focus on AI cloud revenue from its $625M Mirantis deal and the new Sweetwater 1 data center.

IREN MSFT DELL
SoundHound AI Earnings Preview: Options Signal 16% Swing as OASYS Launch and LivePerson Deal Loom
Earnings James Calloway

SoundHound AI Earnings Preview: Options Signal 16% Swing as OASYS Launch and LivePerson Deal Loom

SoundHound AI shares rose 2.3% to $9.59 ahead of Q1 earnings. Options pricing implies a nearly 16% swing. Wall Street expects $42.56M in revenue and a 5-cent loss per share.

SOUN
Gold ETFs Attract $6.6B in April as Bullion Rebounds; Crowding Risk Emerges
Commodities Rebecca Torres

Gold ETFs Attract $6.6B in April as Bullion Rebounds; Crowding Risk Emerges

Global gold ETFs attracted $6.6 billion in April, reversing March outflows, as spot gold climbed for a third day. GLD assets reached $156.3 billion, but analysts warn of crowding risk.

GLD
Hut 8 Secures $9.8B AI Data Center Lease, Shifts Focus from Bitcoin Mining
Technology Sarah Chen

Hut 8 Secures $9.8B AI Data Center Lease, Shifts Focus from Bitcoin Mining

Hut 8 Corp. inked a 15-year, $9.8 billion lease for 352 MW of AI data-center capacity at its Beacon Point campus, advancing its pivot from bitcoin mining to AI infrastructure.

HUT
Beyond Meat Plunges 14% on Weak Q2 Forecast Amid Plant-Protein Rebrand
Earnings James Calloway

Beyond Meat Plunges 14% on Weak Q2 Forecast Amid Plant-Protein Rebrand

Beyond Meat shares tumbled 14% after the company projected Q2 revenue of $60-$65 million, below analyst expectations, as Q1 sales continued to decline.

BYND
Lennar's Expansion Plans Face Headwinds from Elevated Mortgage Rates
Markets Daniel Marsh

Lennar's Expansion Plans Face Headwinds from Elevated Mortgage Rates

Lennar shares slipped 0.5% as the homebuilder accelerates new community launches despite high mortgage rates and a disappointing spring selling season.

LEN
BlackBerry's QNX Faces Pivotal Test in AI Robotics Expansion
Technology Sarah Chen

BlackBerry's QNX Faces Pivotal Test in AI Robotics Expansion

BlackBerry's QNX unit demonstrates its OS for AI robotics, medical devices, and factory automation. Shares trade at $5.91, down 1.3%, with a $950 million royalty backlog.

BB