Oscar Health Shares Surge as Focus Shifts to Margin Strength
Earnings James Calloway

Oscar Health Shares Surge as Focus Shifts to Margin Strength

Oscar Health shares rose 7.9% to $23.73 late Tuesday as investors prioritized strong profit margins over a Q1 revenue miss, with the medical loss ratio improving to 70.5%.

OSCR
Zebra Technologies Surges on Strong Q1 Results and Upgraded Forecast
Earnings James Calloway

Zebra Technologies Surges on Strong Q1 Results and Upgraded Forecast

Shares of Zebra Technologies climbed 11.5% after Q1 earnings beat estimates and the company raised its full-year guidance, pointing to a rebound in automation demand.

ZBRA
Tesla Stock Drops on Sticky Inflation and Robotaxi Hiccups
Markets Daniel Marsh

Tesla Stock Drops on Sticky Inflation and Robotaxi Hiccups

Tesla shares fell 2.7% to $433.45 after hot inflation data and reports of long waits for its robotaxi service in Texas, testing investor confidence in the AI premium.

TSLA GOOGL GM F RIVN
Ernexa Therapeutics Soars 58% on Ovarian Cancer Therapy Hopes
Markets Daniel Marsh

Ernexa Therapeutics Soars 58% on Ovarian Cancer Therapy Hopes

Ernexa Therapeutics surged 58.5% on Tuesday after renewed investor interest in its preclinical ovarian-cancer cell therapy ERNA-101, though funding concerns persist.

ERNA
UnitedHealth Shares Surge as Investors Bet on Recovery, PBM Reform
Earnings James Calloway

UnitedHealth Shares Surge as Investors Bet on Recovery, PBM Reform

UnitedHealth shares climbed 3.1% as the company unveiled a new Optum Rx fee-based pricing model and raised 2026 profit guidance, signaling a potential turnaround.

UNH HUM ELV CI
Byron Allen's $120M Bet Revives BuzzFeed Stock, But Turnaround Uncertain
Markets Daniel Marsh

Byron Allen's $120M Bet Revives BuzzFeed Stock, But Turnaround Uncertain

BuzzFeed shares nearly doubled after Byron Allen's family office agreed to buy a controlling stake, but the deal is mostly debt and the company still faces a going concern warning.

BZFD
Dow Holds Steady at 49,700 as Inflation Data Rattles Tech and Rate Outlook
Markets Daniel Marsh

Dow Holds Steady at 49,700 as Inflation Data Rattles Tech and Rate Outlook

The Dow ended nearly unchanged at 49,700.29, but the S&P 500 dropped 0.54% and the Nasdaq fell 1.37% after April CPI surged 3.8%, driven by energy costs.

DIA SPY QQQ USO GLD UNH KO WMT VZ JPM SAP IBM AMZN CAT MSFT INTC MU CVX XOM
ZoomInfo Plunges 35% on AI Disruption, Cuts 2026 Revenue Forecast
Earnings James Calloway

ZoomInfo Plunges 35% on AI Disruption, Cuts 2026 Revenue Forecast

ZoomInfo shares tumbled 35% Tuesday after the company slashed its 2026 revenue forecast to $1.185-1.205 billion, citing AI-related buying pauses and pricing pressure.

GTM
Berkshire's Cash Pile Shines as Inflation Fuels Investor Demand
Markets Daniel Marsh

Berkshire's Cash Pile Shines as Inflation Fuels Investor Demand

Berkshire Hathaway's Class B shares gained 1.4% Tuesday, driven by inflation data that highlights the value of its massive cash and short-term Treasury position.

BRK.B SPY CB PGR UNP GLD
Broadwind Soars 70% as Power-Demand Narrative Overhauls Wind-Tower Exit
Earnings James Calloway

Broadwind Soars 70% as Power-Demand Narrative Overhauls Wind-Tower Exit

Broadwind stock surged ~70% to $3.46 after a smaller-than-expected Q1 loss and revenue beat. Orders jumped 23%, driven by power-generation and natural-gas turbine demand, as the company exits wind-tower production.

BWEN
GitLab Restructuring and AI Pivot Trigger Share Decline
Technology Sarah Chen

GitLab Restructuring and AI Pivot Trigger Share Decline

GitLab Inc. will cut jobs and restructure global operations to invest in AI agents, sending shares down 9.6%. Raymond James downgraded the stock, citing execution risks.

GTLB MSFT
3D Systems Soars 28% on Q1 Beat, Healthcare Turnaround Gains Traction
Earnings James Calloway

3D Systems Soars 28% on Q1 Beat, Healthcare Turnaround Gains Traction

3D Systems stock jumped 28% to $3.22 after Q1 revenue and adjusted EPS beat estimates, with healthcare revenue up 21%.

DDD