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
Rivian Stock Plunges on Cash Burn Worries Despite Strong Q1 Beat
Markets Daniel Marsh

Rivian Stock Plunges on Cash Burn Worries Despite Strong Q1 Beat

Rivian shares sank 8.4% despite a Q1 earnings beat, as cash burn and profitability concerns dominated. Tesla and Lucid shares rose over 2%.

RIVN TSLA LCID INTC NVDA CTVA AAPL SPY USO GLD
Vertiv Hits New High as AI Infrastructure Demand Drives Growth
Technology Sarah Chen

Vertiv Hits New High as AI Infrastructure Demand Drives Growth

Vertiv shares hit a 52-week high Friday as Q1 net sales jumped 30% to $2.65B, fueled by AI data-center demand. The company raised its 2026 outlook and expanded its liquid cooling portfolio.

VRT
AT&T Secures $6B in Debt as Fiber and 5G Strategy Faces Scrutiny
Markets Daniel Marsh

AT&T Secures $6B in Debt as Fiber and 5G Strategy Faces Scrutiny

AT&T completed a $6 billion offering of notes with maturities out to 2066, as the telecom giant funds its fiber and 5G push while managing elevated leverage ahead of the EchoStar spectrum deal.

T TMUS VZ
JPMorgan's $31.4B Credit Loss Reserve Highlights Earnings Beat
Earnings James Calloway

JPMorgan's $31.4B Credit Loss Reserve Highlights Earnings Beat

JPMorgan Chase posted a 13% rise in Q1 net income to $16.5B, with a $31.4B credit-loss allowance. Shares closed at $312.47, valuing the bank at $864.8B.

JPM GS WFC BAC
3M Faces Renewed Legal Heat Over Wisconsin PFAS Contamination
Regulation James Calloway

3M Faces Renewed Legal Heat Over Wisconsin PFAS Contamination

3M faces renewed legal and regulatory pressure over PFAS contamination at its Greystone facility in Wisconsin, with levels hundreds of times above proposed state limits. Shares fell 2.7% on Friday.

MMM
ASML Shares Dip Amid AI Optimism and China Export Concerns
Markets Daniel Marsh

ASML Shares Dip Amid AI Optimism and China Export Concerns

ASML's U.S. shares slipped 0.83% as a strong 2026 outlook clashes with China export worries. Q1 sales hit €8.8B.

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