WhiteFiber Q1 Results Due as NC-1 Data Center Revenue Ramp Begins
Earnings James Calloway

WhiteFiber Q1 Results Due as NC-1 Data Center Revenue Ramp Begins

WhiteFiber reports Q1 earnings May 14 as its NC-1 data center begins billing under a $865M Nscale colocation deal. Revenue rose 61% in Q4 to $23.6M, but net loss was $1.5M.

CRWV IREN NVDA
Rocket Lab Soars 34% on Record Revenue, $2.2B Backlog
Technology Sarah Chen

Rocket Lab Soars 34% on Record Revenue, $2.2B Backlog

Rocket Lab shares surged 34% to a record after Q1 revenue jumped 63.5% to $200.3 million, driven by a $2.2 billion launch backlog and key defense contracts.

RKLB
AST SpaceMobile Earnings on Deck After FCC License and Launch Setback
Earnings James Calloway

AST SpaceMobile Earnings on Deck After FCC License and Launch Setback

AST SpaceMobile reports Q1 earnings Monday after securing an FCC license for a 248-satellite direct-to-phone network, but a Blue Origin launch failure left its BlueBird 7 satellite in an unusable orbit.

ASTS
Digi Power X's $175M ATM Plan Raises Stakes for Cerebras AI Data Center Deal
Technology Sarah Chen

Digi Power X's $175M ATM Plan Raises Stakes for Cerebras AI Data Center Deal

Digi Power X Inc. expands its ATM share program to $175M to fund a 40-MW AI data center deal with Cerebras Systems, as investors eye execution risks and dilution.

DGXX CRDO
Novo Nordisk Stock Climbs as Ozempic Study Shows 15.4% Weight Loss in Seniors
Markets Daniel Marsh

Novo Nordisk Stock Climbs as Ozempic Study Shows 15.4% Weight Loss in Seniors

Novo Nordisk B shares gained 3.75% in Copenhagen after a pooled analysis revealed semaglutide 2.4 mg resulted in 15.4% weight loss in older adults, reinforcing the company's obesity portfolio.

NVO LLY
Circle Faces Q1 Earnings Test Amid Shifting Stablecoin Regulations
Earnings James Calloway

Circle Faces Q1 Earnings Test Amid Shifting Stablecoin Regulations

Circle Internet Group reports Q1 earnings Monday before the market opens, with analysts expecting $0.19 EPS and $715M revenue, as USDC circulation surged 72%.

COIN
POET Technologies Hit by Lawsuit After Marvell Cancels Celestial AI Orders
Markets Daniel Marsh

POET Technologies Hit by Lawsuit After Marvell Cancels Celestial AI Orders

POET Technologies faces a securities class action after Marvell canceled Celestial AI orders, causing a 45% stock drop. Lead-plaintiff deadline is June 29.

POET MRVL AVGO
Oil Spike Tests Wall Street Rally as Futures Hold Steady
Markets Daniel Marsh

Oil Spike Tests Wall Street Rally as Futures Hold Steady

U.S. stock futures were flat early Monday as a 2.3% spike in oil prices to $97.64 a barrel tested the recent record rally, with airlines falling and Fed rate-cut expectations pushed back.

LUV UAL DAL AAL MU INTC AMD NVDA TSLA MSFT USO
Eos Energy Stock Faces Critical Earnings Test After 26% Surge
Earnings James Calloway

Eos Energy Stock Faces Critical Earnings Test After 26% Surge

Eos Energy Enterprises reports Q1 earnings on May 13 after a sharp rally. Revenue guidance of $56-57M and institutional buying from New Jersey pension fund and Vanguard set the stage.

EOSE
Everpure's Q1 Report: Analysts Optimistic Amid Rising Supply Costs
Earnings James Calloway

Everpure's Q1 Report: Analysts Optimistic Amid Rising Supply Costs

Everpure Inc. is set to report its first fiscal Q1 2027 results on May 27, with analysts forecasting a 19% upside, though rising input costs for semiconductors pose a challenge.

Dell Shares Hit Record High as UBS Warns AI Optimism May Be Fully Priced In
Technology Sarah Chen

Dell Shares Hit Record High as UBS Warns AI Optimism May Be Fully Priced In

Dell shares surged to an all-time high, but UBS downgraded the stock to Neutral, arguing the 170% rally already prices in AI server momentum.

DELL UBS HPE SMCI NVDA
Moderna Shares Surge on Hantavirus Vaccine Interest After Andes Virus Outbreak on Cruise Ship
Technology Sarah Chen

Moderna Shares Surge on Hantavirus Vaccine Interest After Andes Virus Outbreak on Cruise Ship

Moderna shares rose nearly 12% after an Andes virus outbreak on a cruise ship drew attention to its early-stage hantavirus vaccine, though WHO rates public risk low.

MRNA MRK