Hormuz Crisis Looms Over Oil Markets as Physical Prices Surge
Commodities Rebecca Torres

Hormuz Crisis Looms Over Oil Markets as Physical Prices Surge

Brent crude slipped to $108.17 on Friday after Iran proposed talks, but the Strait of Hormuz remains disrupted, and physical crude grades trade near $130, signaling further price spikes ahead.

USO UNG GLD SLV XLE XLK XLF XLV FXI MCHI SIEGY SAP LVMUY SSNLF BACHY TM BABA HSBC RHHBY AZN NVS
Technology Sarah Chen

AXT Stock Surges 21% on AI Wafer Demand and $100M Backlog

AXT shares surged 21% after Q1 revenue rose to $26.9M and net loss narrowed, with the InP backlog exceeding $100M due to AI data center demand.

AXTI
Paramount Skydance Surges on Morgan Stanley Upgrade Amid Warner Bros. Deal Challenges
Markets Daniel Marsh

Paramount Skydance Surges on Morgan Stanley Upgrade Amid Warner Bros. Deal Challenges

Paramount Skydance stock rose 8.3% after Morgan Stanley's double upgrade, highlighting the Warner Bros. Discovery deal. The merger faces regulatory hurdles, litigation, and foreign investment scrutiny.

WBD
Workday's Q1 Earnings: AI Strategy Faces Pivotal Test on May 21
Earnings James Calloway

Workday's Q1 Earnings: AI Strategy Faces Pivotal Test on May 21

Workday reports fiscal Q1 earnings on May 21, with subscription revenue guidance of $2.335B. The company's AI push faces a key test amid competition and investor concerns.

WDAY ORCL SAP
Clorox Shares Tumble 9.7% as Profit Forecast Cut Deepens Cost Woes
Earnings James Calloway

Clorox Shares Tumble 9.7% as Profit Forecast Cut Deepens Cost Woes

Clorox lowered its fiscal 2026 adjusted earnings forecast, sending shares down 9.7%. Higher costs, sluggish category recovery, and GOJO acquisition expenses weigh on the bleach maker.

CLX
monday.com Shares Surge Ahead of Earnings and Legal Deadline
Earnings James Calloway

monday.com Shares Surge Ahead of Earnings and Legal Deadline

monday.com shares surged 10% to $72.74 ahead of its Q1 earnings report and a key lawsuit deadline. The company faces allegations of misleading investors on growth outlook.

MNDY
Amkor's $1B Zero-Interest Bond Sale Fuels AI Chip Packaging Expansion
Technology Sarah Chen

Amkor's $1B Zero-Interest Bond Sale Fuels AI Chip Packaging Expansion

Amkor Technology has priced $1 billion in zero-interest convertible senior notes due 2031 to fund advanced semiconductor packaging expansion and capital spending.

AMKR AAPL NVDA
AIG Shares Surge on Profit Beat, Private Credit Pullback
Earnings James Calloway

AIG Shares Surge on Profit Beat, Private Credit Pullback

AIG shares jumped 5.3% after reporting Q1 adjusted profit of $1.15B, up 64% YoY, and slowing private credit deployment. The board raised dividend 11% and announced CEO succession.

AIG
Frontier Capitalizes on Spirit's Collapse with Rescue Fares and Route Expansion
Markets Daniel Marsh

Frontier Capitalizes on Spirit's Collapse with Rescue Fares and Route Expansion

Frontier Airlines rolls out deep discounts and a summer pass for stranded Spirit travelers, adding routes in former Spirit markets. Shares rose 10% ahead of Q1 earnings.

ULCC JBLU UAL LUV
Pershing Square IPO Package Returns to Profit After Volatile Start
IPO Michael Okonkwo

Pershing Square IPO Package Returns to Profit After Volatile Start

Pershing Square Inc. shares rose to $37.99, lifting the combined IPO package above the $50 offer price after a volatile NYSE debut.

Zscaler Shares Surge 7% Amid Tech Rally, AI Concerns Persist
Technology Sarah Chen

Zscaler Shares Surge 7% Amid Tech Rally, AI Concerns Persist

Zscaler (ZS) shares rose nearly 7% on May 1, driven by a broader tech rally and strong earnings from peers like Atlassian, though analysts remain split on AI-related headwinds.

ZS TEAM
Earnings James Calloway

Wolfspeed Stock Soars 25% on Stake Disclosure Ahead of Earnings Report

Wolfspeed shares jumped nearly 25% Friday after a 5% stake disclosure. The chipmaker reports fiscal Q3 earnings Tuesday amid ongoing losses and weak EV demand.

WOLF