AeroVironment's LOCUST Laser Test Drives Counter-Drone Narrative
Technology Sarah Chen

AeroVironment's LOCUST Laser Test Drives Counter-Drone Narrative

AeroVironment's LOCUST laser system shot down multiple drones during a U.S. Navy test on the USS George H.W. Bush. Shares fell 2.8% to $196.28.

AVAV
Circle Internet Group Faces Legal Heat Ahead of Q1 Earnings
Crypto Sarah Chen

Circle Internet Group Faces Legal Heat Ahead of Q1 Earnings

Circle Internet Group shares trade near $100 as investors await Q1 earnings on May 11, amid a class-action lawsuit over the Drift Protocol hack and questions about USDC's growth and compliance.

CRCL
Vistra Shares Surge 4.8% as Focus Shifts to AI-Led Power Demand Ahead of Earnings
Earnings James Calloway

Vistra Shares Surge 4.8% as Focus Shifts to AI-Led Power Demand Ahead of Earnings

Vistra Corp. shares rose 4.8% to $164.35 Friday, outperforming utility peers ahead of Q1 results on May 7. The company guides 2026 EBITDA of $6.8-$7.6 billion, with AI power demand a key driver.

VST
FTC Second Request Pauses IonQ's $1.8B SkyWater Acquisition
Regulation James Calloway

FTC Second Request Pauses IonQ's $1.8B SkyWater Acquisition

IonQ's $1.8B acquisition of SkyWater Technology hit an FTC second request, pausing the merger timeline. Shares closed at $42.69, down 2.19%.

IONQ SKYT
BMW's China Challenge Intensifies with Neue Klasse EV Debut at Auto Beijing
Markets Daniel Marsh

BMW's China Challenge Intensifies with Neue Klasse EV Debut at Auto Beijing

BMW showcases new China-specific electric models at Auto China 2026, but faces a 10% Q1 sales decline and intensifying rivalry from domestic brands like Geely and Nio.

NIO FXI
D-Wave Shares Dip Ahead of Q1 Earnings as Market Seeks Revenue Proof
Earnings James Calloway

D-Wave Shares Dip Ahead of Q1 Earnings as Market Seeks Revenue Proof

D-Wave Quantum shares slid 4.3% to $18.49 ahead of its Q1 earnings report on May 12, as investors seek evidence that its record bookings can translate into sustainable revenue.

QBTS IONQ RGTI
Horizon Quantum Faces Supply Test After 53M-Share Resale Filing
IPO Michael Okonkwo

Horizon Quantum Faces Supply Test After 53M-Share Resale Filing

Horizon Quantum Holdings filed to register the resale of nearly 53 million shares, representing 91.9% of outstanding stock, just weeks after its Nasdaq debut.

IONQ
Xanadu Stock Surges 7% on 294M Share Resale Filing
IPO Michael Okonkwo

Xanadu Stock Surges 7% on 294M Share Resale Filing

Xanadu Quantum Technologies shares climbed 7.28% to $30.95 following a registration statement for up to 293.7 million Class B shares. The filing does not represent new capital for the company.

IONQ RGTI QUBT
BofA Leads $16B Oracle Data Center Financing in Michigan
Technology Sarah Chen

BofA Leads $16B Oracle Data Center Financing in Michigan

Bank of America led a $16 billion financing for an Oracle data center in Michigan, selling $14 billion in bonds as Wall Street deepens its AI infrastructure push.

BAC ORCL BX
Verizon Q1 Earnings: Subscriber Growth Key After Frontier Deal
Earnings James Calloway

Verizon Q1 Earnings: Subscriber Growth Key After Frontier Deal

Verizon will report Q1 earnings Monday, its first since closing the Frontier deal. Investors will scrutinize subscriber growth and broadband metrics after a strong Q4.

VZ TMUS T
Trump Bond Purchases and AI Demand Reshape Constellation Energy's Outlook
Markets Daniel Marsh

Trump Bond Purchases and AI Demand Reshape Constellation Energy's Outlook

Trump's financial disclosure reveals Constellation Energy bond buys; CEG stock climbs 7.1% as AI power demand and nuclear uprates drive growth.

CEG VST DUK
Lumentum Faces AI Demand Test as Earnings Approach After BlackRock Filing
Earnings James Calloway

Lumentum Faces AI Demand Test as Earnings Approach After BlackRock Filing

Lumentum shares rose 4.1% to $881.64 ahead of its May 5 earnings report, as BlackRock disclosed a 7.3% stake and analysts raised price targets on AI data-center demand.

LUMN NVDA