Alibaba's AI Cloud Bet Drives Stock Surge Amid Profit Dip
Earnings James Calloway

Alibaba's AI Cloud Bet Drives Stock Surge Amid Profit Dip

Alibaba's cloud revenue surged 38% to 41.63 billion yuan, fueling a stock rally even as operating profit swung to a loss of 848 million yuan, highlighting the AI investment trade-off.

BABA BIDU
NIO Shares Surge on L80 Debut Anticipation Amidst China EV Slowdown
Markets Daniel Marsh

NIO Shares Surge on L80 Debut Anticipation Amidst China EV Slowdown

NIO shares rose over 4% in Hong Kong ahead of the ONVO L80 launch. April deliveries grew 22.8% YoY to 29,356 units, even as China's car market contracted.

NIO
Ondas Shares in Focus as Rotron Completes SkyLance Drone Test Ahead of Q1 Results
Markets Daniel Marsh

Ondas Shares in Focus as Rotron Completes SkyLance Drone Test Ahead of Q1 Results

Ondas Inc.'s UK subsidiary Rotron successfully completed a firing test of its SkyLance long-range strike drone, boosting momentum ahead of the company's Q1 earnings release on May 14.

ONDS AVAV KTOS
Robo.ai Shares Rally 100% on NeuroStream Launch, But Questions Linger
Technology Sarah Chen

Robo.ai Shares Rally 100% on NeuroStream Launch, But Questions Linger

Robo.ai shares surged 100% after Neurovia AI launched NeuroStream, a video compression platform claiming 95% data reduction. The rally comes amid a $100M stock acquisition deal and a 92% revenue decline.

AIIO
Marvell Technology Soars on Analyst Upgrades Ahead of AI Networking Earnings
Technology Sarah Chen

Marvell Technology Soars on Analyst Upgrades Ahead of AI Networking Earnings

Marvell Technology shares jumped 8.18% to a 52-week high after analysts raised price targets above $200, driven by AI data-center networking demand. The company reports fiscal Q1 2027 earnings on May 27.

MRVL NVDA AMD AVGO
Ford Surges 13% as Energy Storage Unit Sparks Investor Interest
Markets Daniel Marsh

Ford Surges 13% as Energy Storage Unit Sparks Investor Interest

Ford shares jumped 13% on Wednesday, their best day in six years, after Morgan Stanley spotlighted the automaker's new energy storage business, Ford Energy.

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Nvidia's China H200 Sales Stalled Despite US Approval
Technology Sarah Chen

Nvidia's China H200 Sales Stalled Despite US Approval

US regulators have cleared Nvidia to sell its H200 AI chips to major Chinese companies, but no shipments have occurred as Chinese buyers hold off under Beijing's guidance.

NVDA BABA TCEHY LVMUY JD LEN FOX GOOGL AMD
Nokia Stock Soars on Cisco’s AI Infrastructure Orders and New Product Launch
Technology Sarah Chen

Nokia Stock Soars on Cisco’s AI Infrastructure Orders and New Product Launch

Nokia shares jumped 10% in Helsinki after Cisco reported $5.3 billion in AI orders, fueling demand for network equipment. The company also launched AI tools and appointed a new mobile infrastructure president.

CSCO
UK Aerospace Firm Senior PLC Holds Steady Amid Market Volatility; Vistry Group Plunges
Markets Daniel Marsh

UK Aerospace Firm Senior PLC Holds Steady Amid Market Volatility; Vistry Group Plunges

Senior PLC (SNR.L) remains stable at 285.5 GBp with solid fundamentals, while Vistry Group shares tumble 11.5% after suspending buybacks and issuing a profit warning.

EWU
Cisco's AI Surge Lifts Nasdaq to Record, But Inflation Pressures Fester
Earnings James Calloway

Cisco's AI Surge Lifts Nasdaq to Record, But Inflation Pressures Fester

Cisco Systems surged 20% after hours after boosting its AI order goal to $9 billion, helping the Nasdaq close at a record. But a hotter-than-expected PPI report keeps the Fed on hold.

CSCO HPE ANET NVDA
Enovix Shares Slide Despite Q1 Beat as Smartphone Battery Tests Remain Incomplete
Earnings James Calloway

Enovix Shares Slide Despite Q1 Beat as Smartphone Battery Tests Remain Incomplete

Enovix shares dropped 12.9% in after-hours trading Wednesday despite beating Q1 revenue and adjusted-loss estimates, as smartphone battery qualification remains unfinished.

ENVX
Lightwave Logic Shares Surge on 2027 Production Deal Talks
Technology Sarah Chen

Lightwave Logic Shares Surge on 2027 Production Deal Talks

Lightwave Logic shares jumped 14% after announcing it is negotiating a supply and licensing deal for high-volume production in 2027. Q1 revenue rose 27% to $29,000, net loss widened to $6.3M.

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