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.

SMCI NVDA DELL HPE
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.

CLNN
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.

JBLU ULCC UAL
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.

CRCL COIN
Ouster Rev8 Lidar Launch Drives Stock Surge Ahead of Q1 Earnings
Technology Sarah Chen

Ouster Rev8 Lidar Launch Drives Stock Surge Ahead of Q1 Earnings

Ouster shares rose 8% after unveiling Rev8 lidar sensors with native color data and double range. The launch precedes Q1 earnings, with orders open now.

OUST
Skycorp Solar Stock Soars on Full Acquisition of Nanjing Cesun Power
Markets Daniel Marsh

Skycorp Solar Stock Soars on Full Acquisition of Nanjing Cesun Power

Skycorp Solar Group Ltd shares jumped 82% in premarket trading after the company agreed to acquire the remaining 56% of Nanjing Cesun Power for $20.2 million in stock, expanding its renewable energy portfolio.

TSMC Stock Surges as Longtan Fab Plan Revived
Technology Sarah Chen

TSMC Stock Surges as Longtan Fab Plan Revived

TSMC shares surged 6.56% after the company revived its Longtan wafer fab plan, with strong AI demand boosting Q1 revenue to NT$1.134 trillion.

TSM NVDA AMD INTC
Oracle Joins Elite Pentagon AI Program, Bolstering Cloud Credentials
Technology Sarah Chen

Oracle Joins Elite Pentagon AI Program, Bolstering Cloud Credentials

Oracle has been chosen by the U.S. War Department to deploy advanced AI on classified military networks, joining a select group of tech firms. The move comes as Oracle seeks to prove its cloud AI capabilities to investors.

ORCL MSFT AMZN GOOGL NVDA
Coinbase Shares Surge as Senate Compromise Revives Stablecoin Regulation Bill
Crypto Sarah Chen

Coinbase Shares Surge as Senate Compromise Revives Stablecoin Regulation Bill

Coinbase shares climbed Monday after a Senate compromise on stablecoin rewards revived the CLARITY Act, which had been stalled for months.

COIN HOOD
Corteva Names Seed Spinoff Vylor Ahead of 2026 Split
Markets Daniel Marsh

Corteva Names Seed Spinoff Vylor Ahead of 2026 Split

Corteva (CTVA) announced the name of its seed and genetics spinoff, Vylor, Inc., ahead of a planned split in late 2026. The seed business generated $9.9 billion in 2025 net sales.

CTVA
Sivers Semiconductors Soars 33% on U.S. Listing Hopes
IPO Michael Okonkwo

Sivers Semiconductors Soars 33% on U.S. Listing Hopes

Sivers Semiconductors AB shares surged 33% in Stockholm on Monday, driven by a planned SEK 125 million share issue and potential U.S. Nasdaq listing.

NVDA