NICE Ltd Shares Slump 23% on Weak Q2 Forecast Despite AI Growth
Earnings James Calloway

NICE Ltd Shares Slump 23% on Weak Q2 Forecast Despite AI Growth

NICE Ltd shares tumbled 22.9% to $96.35 after Q2 revenue guidance fell short of expectations, despite a Q1 earnings beat and strong AI recurring revenue growth of 66%.

NANO Nuclear Soars on Supermicro Pact for AI Data Center Power
Markets Daniel Marsh

NANO Nuclear Soars on Supermicro Pact for AI Data Center Power

NANO Nuclear Energy shares jumped 24.6% after announcing a non-binding MOU with Super Micro Computer to explore powering AI data centers with microreactors. No final contracts or reactor approvals have been secured yet.

NNE SMCI OKLO SMR
Ernexa Therapeutics Surges 60% on Promising Ovarian Cancer Preclinical Data
Markets Daniel Marsh

Ernexa Therapeutics Surges 60% on Promising Ovarian Cancer Preclinical Data

Ernexa Therapeutics shares jumped about 60% after the company announced its ERNA-101 cell therapy plus PD-1 blockade eliminated tumors and achieved 100% long-term survival in preclinical ovarian cancer models.

ERNA
Dell Surges on AI Server Demand, Texas Move Vote Looms
Technology Sarah Chen

Dell Surges on AI Server Demand, Texas Move Vote Looms

Dell shares surged 10% as AI server demand drives rally. Company seeks shareholder approval to move legal home to Texas at June 25 annual meeting.

DELL AMD SMCI HPE
D-Wave Stock Surges on London Conference Plans Ahead of Earnings
Technology Sarah Chen

D-Wave Stock Surges on London Conference Plans Ahead of Earnings

D-Wave Quantum (QBTS) shares jumped over 9% after setting June 18 for Qubits Europe 2026 in London, ahead of its May 12 earnings release. Analysts forecast a loss of 8 cents per share on $4.19M revenue.

QBTS IONQ RGTI
CDW Shares Tumble 19% as Hardware Shift Squeezes Margins Despite Sales Beat
Earnings James Calloway

CDW Shares Tumble 19% as Hardware Shift Squeezes Margins Despite Sales Beat

CDW shares plunged 19% after Q1 gross margin fell to 21% from 21.6%, even as revenue topped expectations at $5.68 billion. The shift toward lower-margin hardware sales weighed on earnings.

CDW
Joby Aviation Soars 18% on Q1 Revenue Beat, 2026 Air Taxi Plans
Earnings James Calloway

Joby Aviation Soars 18% on Q1 Revenue Beat, 2026 Air Taxi Plans

Joby Aviation shares jumped 18% after Q1 revenue exceeded expectations and the company reiterated its target for initial passenger flights in 2026, with $2.5 billion in cash to fund certification and factory projects.

JOBY ACHR
Novavax Surges on Pfizer Deal, Beats Q1 Revenue Forecasts
Earnings James Calloway

Novavax Surges on Pfizer Deal, Beats Q1 Revenue Forecasts

Novavax topped Q1 revenue estimates at $139.5M, driven by a $30M Pfizer payment, offsetting weak COVID vaccine sales. Shares rose 15.6%.

NVAX PFE
One Stop Systems Surges on Q1 Revenue Beat; Memory Supply Risks Emerge
Earnings James Calloway

One Stop Systems Surges on Q1 Revenue Beat; Memory Supply Risks Emerge

One Stop Systems reported a 55% revenue jump to $8.1 million, beating estimates, but flagged memory supply risks and customer concentration.

OSS
Blue Cross Blue Shield $2.67B Settlement Payouts Begin in May 2026
Regulation James Calloway

Blue Cross Blue Shield $2.67B Settlement Payouts Begin in May 2026

Blue Cross Blue Shield settlement payments start in May 2026 for eligible claimants in a $2.67 billion antitrust case. Payouts vary based on claims and premiums, with an estimated average of $333.

UNH ELV CVS CI HUM
Primoris Services Plunges 49% After Q1 Earnings Miss and Renewable Project Woes
Earnings James Calloway

Primoris Services Plunges 49% After Q1 Earnings Miss and Renewable Project Woes

Primoris Services shares plummeted 49% after missing Q1 earnings and cutting its 2026 outlook, driven by cost overruns in renewable-energy projects.

PRIM
UnitedHealth Eases Prior Authorization Rules; UNH Shares Gain
Markets Daniel Marsh

UnitedHealth Eases Prior Authorization Rules; UNH Shares Gain

UnitedHealth Group shares climbed 1% after the company announced it will eliminate prior authorization for 30% of services by 2026, including outpatient surgeries and diagnostic tests.

UNH CVS HUM