AMD Earnings: AI Stock Rally's Next Test
Earnings James Calloway

AMD Earnings: AI Stock Rally's Next Test

AMD reports Q1 earnings after the market close Tuesday. Wall Street expects revenue of $9.9 billion and adjusted EPS of $1.29. Data-center revenue is forecast to jump 53%.

AMD INTC NVDA TSM META
Cellectar Biosciences Secures $140M, Pushes Iopofosine Toward FDA Filing
Regulation James Calloway

Cellectar Biosciences Secures $140M, Pushes Iopofosine Toward FDA Filing

Cellectar Biosciences secured up to $140 million in new funding and reported strong Phase 2b results for iopofosine, fueling plans for a confirmatory trial and FDA filing in Waldenström macroglobulinemia.

CLRB
Pool Corp Shares Drop 7% on CEO Change and Investor Day Delay
Markets Daniel Marsh

Pool Corp Shares Drop 7% on CEO Change and Investor Day Delay

Pool Corporation shares dropped over 7% Tuesday following the abrupt CEO change and Investor Day postponement, despite reaffirming 2026 earnings outlook.

POOL
Backblaze Surges on AI Demand, Lifts 2026 Forecast
Earnings James Calloway

Backblaze Surges on AI Demand, Lifts 2026 Forecast

Backblaze shares soared Tuesday after the company raised its 2026 outlook, citing strong AI demand for its B2 Cloud Storage platform.

BLZE
DuPont Rallies on Upgraded 2026 Outlook, $275M Buyback
Earnings James Calloway

DuPont Rallies on Upgraded 2026 Outlook, $275M Buyback

DuPont raised its 2026 forecasts and announced a $275 million buyback, sending shares up 8.5% as cost pass-through strategies reassured investors.

DD
Akamai Surges on New API Security Tools Ahead of Q1 Earnings
Earnings James Calloway

Akamai Surges on New API Security Tools Ahead of Q1 Earnings

Akamai shares jumped 10% on Tuesday after launching new API security tools ahead of its Q1 earnings report. The Security Posture Center aims to address rising AI-related API risks.

AKAM NET FSLY DDOG
Sadot Group Stock Surges 99% After Nasdaq Compliance Resolution, but Financial Woes Persist
Earnings James Calloway

Sadot Group Stock Surges 99% After Nasdaq Compliance Resolution, but Financial Woes Persist

Sadot Group shares surged 99% after Nasdaq resolved a filing compliance issue, but the annual report shows a 65% revenue decline, $93.4M net loss, and a going concern warning.

SDOT
GeneDx Shares Halved After Revenue Forecast Cut, Reimbursement Woes
Markets Daniel Marsh

GeneDx Shares Halved After Revenue Forecast Cut, Reimbursement Woes

GeneDx stock crashed 51% after slashing its 2026 revenue outlook, as reimbursement rates and product mix weighed on first-quarter results.

WGS
Ballard Power Shares Surge 24% on Narrowed Q1 Loss, Positive Gross Margin
Earnings James Calloway

Ballard Power Shares Surge 24% on Narrowed Q1 Loss, Positive Gross Margin

Ballard Power Systems (BLDP) shares surged about 24% after Q1 revenue climbed 26% to $19.4M and net loss narrowed to $0.04 per share, helped by cost reductions and a positive gross margin of 14%.

BLDP BE
IPG Photonics Shares Sink 29% on Tariff Margin Warning Despite Sales Beat
Earnings James Calloway

IPG Photonics Shares Sink 29% on Tariff Margin Warning Despite Sales Beat

IPG Photonics shares fell 29% to $87.38 after Q1 revenue topped forecasts but earnings missed, while tariff warnings signaled continued margin compression.

IPGP
Cipher Digital Soars on $200M Credit Line and Third AI Data Center Lease
Technology Sarah Chen

Cipher Digital Soars on $200M Credit Line and Third AI Data Center Lease

Cipher Digital shares surged 16% on a $200M credit line and a third AI data center lease, offsetting a deeper Q1 loss of $114.3M.

CIFR
Eaton Shares Dip on Margin Pressure Despite Record Q1 Sales and AI Boom
Earnings James Calloway

Eaton Shares Dip on Margin Pressure Despite Record Q1 Sales and AI Boom

Eaton shares fell ~2% as record Q1 sales of $7.5B were overshadowed by margin compression and a profit outlook that fell short of estimates. AI data-center demand surged, but investors focused on costs.

ETN