Delta Cancels Over 400 Flights as Crew Shortages Threaten Summer Travel
Markets Daniel Marsh

Delta Cancels Over 400 Flights as Crew Shortages Threaten Summer Travel

Delta Air Lines canceled over 400 flights in a weekend as crew shortages, especially pilot staffing, hit ten times historical levels, threatening the busy summer travel season.

DAL UAL AAL JBLU LUV
Markets Brace for Jobs Data, Fed Divisions, and Earnings Wave
Markets Daniel Marsh

Markets Brace for Jobs Data, Fed Divisions, and Earnings Wave

The S&P 500 and Nasdaq hit record highs, but a busy week of earnings, jobs data, and Fed divisions looms, testing the rally's durability.

SPY QQQ DIA AMD DIS MCD MSFT META GOOGL CRM NOW ABNB MAR QSR WEN BKNG BRK.B PLTR
Rigetti Computing's Earnings Report Looms as RGTI Rally Fades
Earnings James Calloway

Rigetti Computing's Earnings Report Looms as RGTI Rally Fades

Rigetti Computing faces its May 11 earnings test with shares at $17.50. Analysts forecast a Q1 loss of $0.05 per share on $3.3M revenue, as the company's 108-qubit launch faces commercial scrutiny.

RGTI
Arm Holdings Faces New Malaysia Scrutiny Ahead of Earnings
Regulation James Calloway

Arm Holdings Faces New Malaysia Scrutiny Ahead of Earnings

Malaysia's anti-corruption agency has summoned former economy minister Rafizi Ramli for questioning over a $279 million chip-design deal with Arm Holdings, adding political uncertainty ahead of Arm's May 6 earnings report.

ARM
Constellation Energy Faces AI Demand Test After Governance Win
Earnings James Calloway

Constellation Energy Faces AI Demand Test After Governance Win

Constellation Energy shareholders backed all board nominees and rejected a DEI proposal. The company now faces a key test on May 11 with Q1 earnings amid AI power demand expectations.

CEG NRG
Sivers Semiconductors Faces Tight Timeline for Nasdaq Listing and Share Vote
IPO Michael Okonkwo

Sivers Semiconductors Faces Tight Timeline for Nasdaq Listing and Share Vote

Sivers Semiconductors faces a May 11 vote on a 125 million crown share issue and a delayed annual report as it pursues a Nasdaq New York dual listing.

Amkor Raises $1B Via Zero-Interest Notes for AI Packaging Expansion
Markets Daniel Marsh

Amkor Raises $1B Via Zero-Interest Notes for AI Packaging Expansion

Amkor Technology has priced $1 billion in zero-coupon convertible senior notes due 2031, with proceeds aimed at funding its advanced packaging expansion for AI chips.

AMKR NVDA
Cameco Q1 Report: Uranium Prices, Westinghouse Stake in Focus
Earnings James Calloway

Cameco Q1 Report: Uranium Prices, Westinghouse Stake in Focus

Cameco reports Q1 results May 5. Shares fell Friday; investors watch uranium pricing, delivery schedules, and Westinghouse stake.

CCJ CCO
Everspin Technologies Surges on $40M Defense MRAM Contract
Technology Sarah Chen

Everspin Technologies Surges on $40M Defense MRAM Contract

Everspin Technologies shares surged on a $40M defense MRAM subcontract with Amentum Services, running through Nov. 2028. Q1 revenue rose to $14.9M, with MRAM product sales at $14.1M.

MRAM
ON Semiconductor Faces Crucial Earnings Test Amid Elevated Stock Price
Earnings James Calloway

ON Semiconductor Faces Crucial Earnings Test Amid Elevated Stock Price

ON Semiconductor reports Q1 earnings Monday. Stock at $103 far exceeds analyst targets. Investors eye auto and industrial chip demand recovery.

ON
Brookfield Renewable Explores Unifying BEPC and BEP Units to Boost Liquidity
Markets Daniel Marsh

Brookfield Renewable Explores Unifying BEPC and BEP Units to Boost Liquidity

Brookfield Renewable is considering merging its BEPC shares and BEP units into a single security to improve liquidity, following a $2.3 billion net loss and record FFO.

BEPC
Lattice Semiconductor Earnings Preview: High Hopes After Sharp Rally
Earnings James Calloway

Lattice Semiconductor Earnings Preview: High Hopes After Sharp Rally

Lattice Semiconductor reports Q1 earnings Monday with shares near record highs. Analysts project 37% revenue growth, putting pressure on the company to deliver strong results and guidance.

LSCC