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Intuitive Surgical Shares Surge on Upgraded Forecast, Robust da Vinci Sales
Intuitive Surgical shares climbed to $482.22 after the company raised its 2026 growth outlook and reported a 23% revenue jump to $2.77 billion in Q1, driven by strong da Vinci system placements.
BlackRock Reveals 8% Stake in Ciena as AI Optical Networking Demand Surges
BlackRock disclosed an 8% stake in Ciena, signaling institutional confidence in the AI networking trade. Shares are near record highs amid strong demand for optical connectivity.
Eaton Stock Near Peak as AI Power Demand Test Looms
Eaton shares closed at $423.92 near a 52-week high. Investors await Q1 earnings on May 5 to gauge AI infrastructure demand and its impact on orders and margins.
Home Depot Markdown Fraud Case Highlights Internal Control Risks
A former Home Depot manager in Miami-Dade County has been charged with grand theft and organized fraud for allegedly approving unauthorized discounts totaling $4.3 million. The case raises questions about internal controls as the retailer focuses on pro contractors.
Palo Alto Networks Surges on Japan AI Cyber Task Force Announcement
Palo Alto Networks shares gained 3.08% on Friday following Japan's creation of a financial-sector cybersecurity task force, driven by concerns over AI-powered threats from Anthropic's Mythos model.
Cameco (CCJ) Faces Earnings Test After Uranium Stock Slide
Cameco shares fell Friday ahead of Q1 earnings on May 5, as broader uranium stocks declined. Investors await details on contracts, production, and Westinghouse.
Cleveland-Cliffs Rebounds on Q1 Loss, Upbeat Cash Flow View
Cleveland-Cliffs shares jumped 7.37% to $9.76 Friday after a Q1 net loss of $229M, as management forecasts a stronger Q2 with higher shipments and prices.
PayPal Shares Rise Ahead of Q1 Earnings Despite Truist Sell Rating
PayPal shares edged higher on April 24 as Truist lifted its price target to $45 while keeping a Sell rating, setting the stage for the company's first earnings report under new CEO Enrique Lores on May 5.
Kraft Heinz Faces Fresh Dividend Risk Ahead of May 6 Earnings
BofA Securities flagged Kraft Heinz for potential dividend cuts, while Morgan Stanley cut its price target to $22. Shares have dropped over 40% in three years.
Realty Income Slips Ahead of Earnings; Dividend in Focus
Realty Income shares dipped 1.17% to $63.33 before its May 6 Q1 earnings report. The REIT declared a $0.2705 monthly dividend and guided 2026 AFFO of $4.38-$4.42.