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.

LWLG TSEM MRVL
USA Rare Earth Q1 Revenue Misses, Cash Pile Grows to $1.75B Amid China Supply Squeeze
Earnings James Calloway

USA Rare Earth Q1 Revenue Misses, Cash Pile Grows to $1.75B Amid China Supply Squeeze

USA Rare Earth posts $5.7M Q1 revenue, $67M net loss, and $1.75B cash. Texas grants $14.18M for Round Top, while $1.6B Commerce funding awaits. Serra Verde acquisition targets non-China rare earth supply.

USAR MP UUUU
Nebius Shares Surge 15.6% on 684% Revenue Jump; $25B Capex Plan Unveiled
Technology Sarah Chen

Nebius Shares Surge 15.6% on 684% Revenue Jump; $25B Capex Plan Unveiled

Nebius shares jumped 15.6% after Q1 revenue surged 684% to $399 million. The AI cloud firm raised 2026 capex to $25 billion and started building AI facilities in Missouri and Pennsylvania.

NBIS META MSFT NVDA
Delta Flight to Lagos Turns Back Over Atlantic After Eight Hours
Markets Daniel Marsh

Delta Flight to Lagos Turns Back Over Atlantic After Eight Hours

Delta Flight 54 to Lagos was forced to return to Atlanta after nearly eight hours in the air due to an unspecified operational issue, leaving passengers back at their origin.

DAL UAL
HPE Stock Surges as Activist Investors Irenic Capital Join Elliott Management
Technology Sarah Chen

HPE Stock Surges as Activist Investors Irenic Capital Join Elliott Management

Hewlett Packard Enterprise shares rose 6% after activist investors Irenic Capital joined Elliott Management. HPE is integrating Juniper and launching new AI private-cloud tools.

HPE
KULR Shares Surge After Bitcoin Transfer to Coinbase Prime
Crypto Sarah Chen

KULR Shares Surge After Bitcoin Transfer to Coinbase Prime

KULR Technology Group shares surged 26.8% after transferring 300 bitcoin worth $24.36 million to Coinbase Prime, fueling speculation of a potential sale. The company reports Q1 earnings Thursday.

KULR
Aeluma Shares Slide 16% After Q3 Loss and Reduced Revenue Outlook
Earnings James Calloway

Aeluma Shares Slide 16% After Q3 Loss and Reduced Revenue Outlook

Aeluma shares dropped 16.3% after hours after the company posted a $1.8 million Q3 loss and trimmed its 2026 revenue outlook to $4.2-$4.6 million.

ALMU NVDA LITE COHR
Allegiant Travel Closes Sun Country Acquisition, Creates Combined Airline
Markets Daniel Marsh

Allegiant Travel Closes Sun Country Acquisition, Creates Combined Airline

Allegiant Travel has completed its acquisition of Sun Country Airlines, creating a combined carrier with 195 aircraft and nearly 175 destinations.

ALGT
Doximity Shares Dive on Weak 2027 Revenue Outlook, AI Hype Fails to Impress
Earnings James Calloway

Doximity Shares Dive on Weak 2027 Revenue Outlook, AI Hype Fails to Impress

Doximity shares tumbled 19% after hours as its fiscal 2027 revenue forecast of $664-$676 million fell well short of Wall Street estimates, overshadowing strong AI adoption metrics.

DOCS TDOC GDRX VEEV
Bitcoin Dips Below $80K as ETF Outflows and Inflation Data Weigh
Crypto Sarah Chen

Bitcoin Dips Below $80K as ETF Outflows and Inflation Data Weigh

Bitcoin slipped under $80,000 Wednesday on U.S. inflation data and $233.2 million in ETF outflows. Ether and Solana also fell.

COIN