Rivian Shares Dip as Reduced Georgia Loan Casts Shadow on R2 SUV Ambitions
Markets Daniel Marsh

Rivian Shares Dip as Reduced Georgia Loan Casts Shadow on R2 SUV Ambitions

Rivian shares slid 5.7% after a reduced federal loan for its Georgia factory raised questions about its R2 SUV strategy. The company reported Q1 revenue of $1.38 billion and a narrowed net loss.

RIVN TSLA UBER
Twilio shares jump 20% on AI voice demand, raised outlook
Earnings James Calloway

Twilio shares jump 20% on AI voice demand, raised outlook

Twilio shares surged 20% after Q1 earnings beat and raised 2026 outlook, driven by strong AI voice demand. Analysts boosted price targets.

TWLO
Spirit Airlines Faces Imminent Closure After $500M Federal Rescue Fails
Markets Daniel Marsh

Spirit Airlines Faces Imminent Closure After $500M Federal Rescue Fails

Spirit Airlines is preparing to shut down after failing to secure a $500 million U.S. bailout, jeopardizing over 17,000 jobs and billions in claims.

JBLU
Tempus AI Faces Pivotal May with Q1 Results and Inaugural Investor Day
Earnings James Calloway

Tempus AI Faces Pivotal May with Q1 Results and Inaugural Investor Day

Tempus AI reports Q1 results May 5 and holds its first investor day May 29, with Merck CEO highlighting the partnership. Stock trades near $55.44 with a $9.7B market cap.

TEM MRK GILD
Ciena Shares Face Valuation Check as $416 Target Highlights Priced-In AI Hopes
Markets Daniel Marsh

Ciena Shares Face Valuation Check as $416 Target Highlights Priced-In AI Hopes

Ciena shares face a valuation reality check after Rothschild & Co Redburn set a $416 target, nearly 22% below the current price, as much of the AI networking optimism appears already priced in.

CIEN CSCO
Cue Biopharma Rockets 91% on Allergy Drug License, CEO Change, and $30M Capital Raise
Markets Daniel Marsh

Cue Biopharma Rockets 91% on Allergy Drug License, CEO Change, and $30M Capital Raise

Cue Biopharma shares soared 91.4% after licensing Ascendant-221, a Phase 2 anti-IgE antibody, naming Shao-Lee Lin as CEO, and raising $30 million.

CUE NVS RHHBY
Sandisk Surges on $42B AI Storage Deals, $6B Buyback
Earnings James Calloway

Sandisk Surges on $42B AI Storage Deals, $6B Buyback

Sandisk reported Q3 revenue of $5.95B, up 97% sequentially, and announced a $6B buyback. Five new customer agreements guarantee over $11B, covering a third of 2027 supply. Shares fell 6% despite the strong results.

SNDK
Atlassian Surges 22% on AI-Led Cloud Growth, Easing SaaS Fears
Earnings James Calloway

Atlassian Surges 22% on AI-Led Cloud Growth, Easing SaaS Fears

Atlassian shares surged 22% after beating Q3 estimates and raising its annual forecast, driven by 29% cloud revenue growth and AI adoption, easing SaaS selloff fears.

TEAM
Nokia Stock Surges to 16-Year High on AI-Driven Earnings Beat
Earnings James Calloway

Nokia Stock Surges to 16-Year High on AI-Driven Earnings Beat

Nokia's U.S.-listed shares rose to $13.62 after a 49% jump in AI and cloud sales boosted Q1 earnings, with comparable operating profit up 54% to €281 million.

Estée Lauder Shares Surge on Expanded Job Cuts and Upgraded Profit View
Earnings James Calloway

Estée Lauder Shares Surge on Expanded Job Cuts and Upgraded Profit View

Estée Lauder raised its fiscal 2026 profit outlook and expanded restructuring, targeting 9,000-10,000 job cuts, as Q3 sales rose 5% to $3.71B. Shares surged about 7%.

EL
Roblox Stock Tumbles 19% on Safety-Driven Growth Slowdown
Technology Sarah Chen

Roblox Stock Tumbles 19% on Safety-Driven Growth Slowdown

Roblox shares plunged 19% after cutting its 2026 bookings forecast due to safety measures, despite Q1 revenue rising 39% to $1.44 billion.

RBLX
Moderna Tops Q1 Revenue Forecast on International Covid Vaccine Sales, Hit by $900M Charge
Earnings James Calloway

Moderna Tops Q1 Revenue Forecast on International Covid Vaccine Sales, Hit by $900M Charge

Moderna's Q1 revenue surged to $389M on international Covid vaccine sales, but a $900M patent charge pushed net loss to $1.34B. Shares fell 2.7%.

MRNA