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
Snowflake Shares Surge on Datadog Lift, AI Revenue Test Looms
Technology Sarah Chen

Snowflake Shares Surge on Datadog Lift, AI Revenue Test Looms

Snowflake shares rose 10% to $153.21 after Datadog's raised forecast sparked a software rally. The stock is still down 35% YTD, with AI-driven demand key ahead of May 27 earnings.

SNOW DDOG MDB
Oklo Gains NRC Approval for Aurora Design, but Commercial Hurdles Remain
Regulation James Calloway

Oklo Gains NRC Approval for Aurora Design, but Commercial Hurdles Remain

Oklo Inc. received NRC approval for its Aurora powerhouse design, halving the review time. Yet, the company has no built plants or binding power deals, and faces significant hurdles.

OKLO
Fluence Energy Shares Soar 34% on Record $5.6B Backlog and Hyperscaler Deals
Markets Daniel Marsh

Fluence Energy Shares Soar 34% on Record $5.6B Backlog and Hyperscaler Deals

Fluence Energy shares surged 34% premarket on a record $5.6 billion backlog and hyperscaler deals, as the battery-storage firm reaffirmed its fiscal 2026 outlook.

FLNC
Lumentum's AI Sales Surge 90% but Stock Falls on Revenue Miss
Earnings James Calloway

Lumentum's AI Sales Surge 90% but Stock Falls on Revenue Miss

Lumentum's fiscal Q3 revenue surged 90% year over year to $808.4M, driven by AI demand, but the stock dropped 5% on a slight revenue miss and supply bottlenecks.

LITE NVDA COHR
Whirlpool Shares Tumble 20% on Profit Warning, Dividend Suspension, and Iran Conflict Impact
Earnings James Calloway

Whirlpool Shares Tumble 20% on Profit Warning, Dividend Suspension, and Iran Conflict Impact

Whirlpool shares fell 20% after cutting its 2026 profit outlook, suspending dividends, and blaming the Iran war for a sharp drop in U.S. appliance demand.

WHR
GM Recalls 40,440 Brake Fluid Bottles Over Sediment Contamination
Regulation James Calloway

GM Recalls 40,440 Brake Fluid Bottles Over Sediment Contamination

General Motors is recalling 40,440 bottles of ACDelco brake fluid due to sediment that could impair braking, a potential safety hazard.

GM
Oil Dips Below $100 as US-Iran Talks Progress, Gas Prices Remain Elevated
Commodities Rebecca Torres

Oil Dips Below $100 as US-Iran Talks Progress, Gas Prices Remain Elevated

Brent crude dropped below $100 a barrel Thursday as the US and Iran moved toward a temporary halt in hostilities, though US gasoline prices remained near multi-year highs at $4.558 per gallon.

USO CVX XOM XLE
McDonald's Q1 Earnings Beat: Value Strategy Under Scrutiny as U.S. Traffic Wavers
Earnings James Calloway

McDonald's Q1 Earnings Beat: Value Strategy Under Scrutiny as U.S. Traffic Wavers

McDonald's beat Q1 earnings estimates with revenue up 9% to $6.517B, but U.S. same-store sales missed targets and traffic was uneven, testing value meal strategy.

MCD QSR
Celsius Hits Record Revenue on Alani Nu, Rockstar Strength
Earnings James Calloway

Celsius Hits Record Revenue on Alani Nu, Rockstar Strength

Celsius posted record Q1 revenue of $782.6M, up 138%, beating analyst estimates. Shares jumped 10% premarket as Alani Nu and Rockstar drove growth, though gross margin slipped to 48.3%.

CELH
Mizuho Boosts Micron, Western Digital Targets on AI Memory Demand
Technology Sarah Chen

Mizuho Boosts Micron, Western Digital Targets on AI Memory Demand

Mizuho Securities boosted price targets for Micron and Western Digital, citing AI-driven memory demand. Micron shares rose 4.2% premarket.

MU WDC