BigBear.ai Faces Credibility Test as Q1 Earnings Loom Amid Dilution Fears
Earnings James Calloway

BigBear.ai Faces Credibility Test as Q1 Earnings Loom Amid Dilution Fears

BigBear.ai shares rose 2.2% to $4.23 ahead of Q1 earnings, with options pricing a 19% move. Investors remain wary after a 38% Q4 revenue drop and a doubling of authorized shares.

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Amazon Opens Logistics Network to All Businesses, FedEx Shares Slide 9%
Markets Daniel Marsh

Amazon Opens Logistics Network to All Businesses, FedEx Shares Slide 9%

Amazon's new supply chain service, opening its logistics network to all businesses, sent FedEx shares down 9% and UPS down nearly 10%.

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IREN Shares Surge 10% on Sweetwater 1 Data Center Power Milestone
Technology Sarah Chen

IREN Shares Surge 10% on Sweetwater 1 Data Center Power Milestone

IREN Ltd shares rose more than 10% Monday after the company announced its Sweetwater 1 data center in Texas was energized and connected to the ERCOT grid, a key milestone ahead of its fiscal third-quarter earnings.

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Micron Rises on AI Memory Demand, Analyst Sets $1,000 Target
Technology Sarah Chen

Micron Rises on AI Memory Demand, Analyst Sets $1,000 Target

Micron Technology shares climbed to $584.58, fueled by AI-driven memory demand. D.A. Davidson issued a $1,000 target, as fiscal Q2 revenue hit $23.86 billion.

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Uber Stock Holds BofA Buy Rating Ahead of Q1 Results; Robotaxi Strategy Nears Key Milestone
Earnings James Calloway

Uber Stock Holds BofA Buy Rating Ahead of Q1 Results; Robotaxi Strategy Nears Key Milestone

BofA Securities reaffirms its Buy rating on Uber Technologies (UBER) with a $103 price target, citing robust booking trends and autonomous vehicle progress ahead of Q1 earnings.

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Walmart vs Costco: Ad Revenue Surge Reshapes Retail Stock Battle
Analysis Daniel Marsh

Walmart vs Costco: Ad Revenue Surge Reshapes Retail Stock Battle

Walmart's ad business surges 46% to $6.4B, while Costco's membership renewals stay above 89%. The stock fight highlights shifting profit engines.

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SCHD, DGRO, VIG: Dividend ETF Showdown in May 2026
Markets Daniel Marsh

SCHD, DGRO, VIG: Dividend ETF Showdown in May 2026

U.S. dividend funds drew $24.1B in Q1 inflows, with SCHD, DGRO, and VIG offering distinct trade-offs in yield, cost, and growth.

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Super Micro Q3 Earnings: AI Demand Meets Margin Squeeze
Earnings James Calloway

Super Micro Q3 Earnings: AI Demand Meets Margin Squeeze

Super Micro Computer reports fiscal Q3 earnings May 5, with options pricing a 12.55% swing. Investors focus on margins, cash flow, and export-control risks amid surging AI server demand.

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Clene Soars on FDA Nod for Accelerated ALS Drug Submission
Markets Daniel Marsh

Clene Soars on FDA Nod for Accelerated ALS Drug Submission

Clene shares jumped after FDA feedback suggested its ALS drug data could support an accelerated approval filing. The company plans to submit in Q3 2026.

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Spirit Airlines Parent Files for Asset Liquidation After Shutdown
Markets Daniel Marsh

Spirit Airlines Parent Files for Asset Liquidation After Shutdown

Spirit Aviation Holdings files for asset sale after Spirit Airlines ceases operations. JetBlue and Frontier expand routes to capture stranded travelers.

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Datavault AI Shares Plunge 20% After $60M Stock Offering for GPU Network
Markets Daniel Marsh

Datavault AI Shares Plunge 20% After $60M Stock Offering for GPU Network

Datavault AI shares fell ~20% after a $60M stock offering to fund its GPU edge network. The company also agreed to acquire CyberCatch Holdings in an all-stock deal.

Circle Stock Surges on Stablecoin Regulatory Breakthrough
Regulation James Calloway

Circle Stock Surges on Stablecoin Regulatory Breakthrough

Circle (CRCL) shares rose 10% after a Senate compromise on stablecoin regulation, with Coinbase (COIN) up nearly 5%. USDC supply stands at $77.4 billion.

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