Gold vs Oil: Which Hedge Wins as Inflation Fears Resurface?
Commodities Rebecca Torres

Gold vs Oil: Which Hedge Wins as Inflation Fears Resurface?

Brent crude spiked to $126.41 on Strait of Hormuz closure, while gold rose 2.2% to $4,639.26. History shows oil hedges quickly in energy-driven inflation, but gold protects capital longer-term.

GLD USO SPY
Marvell Technology Gains as Big Tech AI Spending Surges Past $700 Billion
Technology Sarah Chen

Marvell Technology Gains as Big Tech AI Spending Surges Past $700 Billion

Marvell Technology shares rose 3% as Big Tech AI spending hits $700 billion. Nvidia slipped 1.6% but invested $2 billion in Marvell and partnered on AI infrastructure.

MRVL NVDA GOOGL MSFT AMZN META AVGO QCOM AMD
AI Stocks Face Reality Check as Spending Surge Worries Investors
Earnings James Calloway

AI Stocks Face Reality Check as Spending Surge Worries Investors

Meta Platforms dropped nearly 10% and Microsoft fell over 3% as rising AI capital expenditures overshadowed strong earnings, signaling a potential shift in investor sentiment.

META MSFT GOOGL AMZN NVDA AMD AVGO
Plug Power Shares Dip 7% as Investor Focus Shifts to Q1 Cash Burn
Earnings James Calloway

Plug Power Shares Dip 7% as Investor Focus Shifts to Q1 Cash Burn

Plug Power shares slid 7% Thursday, paring Wednesday's rally as investors await Q1 results on May 11. Focus is on cash burn and path to positive EBITDA.

PLUG
HP Launches HyperX Gaming Gear as PC Revenue Climbs 11%
Technology Sarah Chen

HP Launches HyperX Gaming Gear as PC Revenue Climbs 11%

HP Inc. unveiled new HyperX gaming accessories, including a controller and headsets, as its Personal Systems revenue jumped 11% to $10.3 billion last quarter. Shares rose 0.3% to $20.21.

HPQ
Lemonade Shares Dip Despite Strong Q1 Revenue Growth and Narrowed Loss
Earnings James Calloway

Lemonade Shares Dip Despite Strong Q1 Revenue Growth and Narrowed Loss

Lemonade posted a 71% revenue jump and a narrower loss in Q1, yet shares slipped 1.3%. The company raised its 2026 outlook and reiterated its Q4 adjusted EBITDA target.

LMND
Zoom to Report Q1 FY2027 Earnings on May 21, AI and Margins in Focus
Earnings James Calloway

Zoom to Report Q1 FY2027 Earnings on May 21, AI and Margins in Focus

Zoom will report Q1 FY2027 earnings on May 21. The stock gained 5.07% after Vanguard disclosed a 5.05% passive stake. Revenue rose 5.3% last quarter.

ZM
FuelCell Energy Soars on AI Data Center Power Demand
Markets Daniel Marsh

FuelCell Energy Soars on AI Data Center Power Demand

FuelCell Energy shares surged 37% on AI data center power demand. Rival Bloom Energy's strong results and Oracle deal fuel sector optimism.

FCEL BE ORCL
Credit Divide Deepens: Super-Prime Borrowers Surge While Lower Tiers Face Rising Debt Burdens
Analysis Daniel Marsh

Credit Divide Deepens: Super-Prime Borrowers Surge While Lower Tiers Face Rising Debt Burdens

TransUnion data reveals a widening credit gap: super-prime borrowers increased by 15 million since 2019, while near-prime and subprime consumers face rising debt-to-income ratios and higher delinquency rates.

TRU
PennyMac Faces Dual Lawsuits After 33% Stock Crash on Servicing Income Drop
Markets Daniel Marsh

PennyMac Faces Dual Lawsuits After 33% Stock Crash on Servicing Income Drop

Rosen and Schall law firms probe PennyMac after a 33% one-day stock drop on January earnings, as servicing pretax income fell 76% quarter-over-quarter. Q1 results due May 5.

PFSI
Dollar Slips as GDP Miss and Core Inflation Surge Cloud Fed Rate Path
Forex Rebecca Torres

Dollar Slips as GDP Miss and Core Inflation Surge Cloud Fed Rate Path

The U.S. dollar declined Thursday as first-quarter GDP growth missed expectations and core inflation accelerated, muddying the Fed's rate-cut prospects and triggering yen intervention fears.

GLD USO UNG
Qualcomm Surges on AI Data-Center Push Despite Weak Q3 Forecast
Earnings James Calloway

Qualcomm Surges on AI Data-Center Push Despite Weak Q3 Forecast

Qualcomm shares rose 10.3% premarket Thursday after CEO Cristiano Amon said the smartphone market has bottomed and highlighted AI data-center chip progress, offsetting a weak Q3 forecast.

QCOM