McDonald's Q1 Earnings Beat: Value Strategy Under Scrutiny as U.S. Traffic Wavers
Earnings James Calloway

McDonald's Q1 Earnings Beat: Value Strategy Under Scrutiny as U.S. Traffic Wavers

McDonald's beat Q1 earnings estimates with revenue up 9% to $6.517B, but U.S. same-store sales missed targets and traffic was uneven, testing value meal strategy.

MCD QSR
Celsius Hits Record Revenue on Alani Nu, Rockstar Strength
Earnings James Calloway

Celsius Hits Record Revenue on Alani Nu, Rockstar Strength

Celsius posted record Q1 revenue of $782.6M, up 138%, beating analyst estimates. Shares jumped 10% premarket as Alani Nu and Rockstar drove growth, though gross margin slipped to 48.3%.

CELH
Mizuho Boosts Micron, Western Digital Targets on AI Memory Demand
Technology Sarah Chen

Mizuho Boosts Micron, Western Digital Targets on AI Memory Demand

Mizuho Securities boosted price targets for Micron and Western Digital, citing AI-driven memory demand. Micron shares rose 4.2% premarket.

MU WDC
Datadog Shares Surge on Q1 Earnings Beat and AI-Driven Revenue Outlook
Earnings James Calloway

Datadog Shares Surge on Q1 Earnings Beat and AI-Driven Revenue Outlook

Datadog shares surged 24.4% in premarket trading after Q1 revenue rose 32% to $1.006B and adjusted EPS of $0.60 beat estimates. The company raised its 2026 revenue outlook to $4.34B, citing AI-driven demand.

DDOG
Fortinet Rallies 12% as AI-Driven Security Demand Powers Q1 Beat and Raised 2026 Forecast
Technology Sarah Chen

Fortinet Rallies 12% as AI-Driven Security Demand Powers Q1 Beat and Raised 2026 Forecast

Fortinet shares jumped 12% premarket after Q1 earnings and revenue beat estimates, with billings rising 31%. The company raised its 2026 outlook, citing strong AI-driven security demand.

FTNT
AppLovin's AI-Driven Q1 Surge and Bullish Outlook Rekindle Investor Interest
Earnings James Calloway

AppLovin's AI-Driven Q1 Surge and Bullish Outlook Rekindle Investor Interest

AppLovin posted Q1 revenue of $1.84 billion (up 59%) and a Q2 outlook above estimates, fueled by its AI ad platform. Shares fell 1.9% premarket after initial gains.

APP
DoorDash's $100M Fuel Aid Highlights Gig Economy Cost Pressures
Earnings James Calloway

DoorDash's $100M Fuel Aid Highlights Gig Economy Cost Pressures

DoorDash is spending $100M on driver gas relief in H1 2026, with Q1 orders up 27% but revenue missing estimates. Shares rose 11% on higher Q2 guidance.

DASH
Brent Crude Tumbles Below $100 as Hopes for US-Iran Agreement Rise
Commodities Rebecca Torres

Brent Crude Tumbles Below $100 as Hopes for US-Iran Agreement Rise

Brent crude dropped below $100 on Thursday as traders anticipated a US-Iran deal could reopen the Strait of Hormuz. WTI fell 1.9% to $93.15, and US distillate exports hit a record 1.9 million bpd.

USO BP SHEL TTE XLE
S&P 500, Nasdaq Futures Flat Near All-Time Highs as Oil Slide Tests AI Rally
Markets Daniel Marsh

S&P 500, Nasdaq Futures Flat Near All-Time Highs as Oil Slide Tests AI Rally

U.S. stock futures were nearly unchanged Thursday, with S&P 500 and Nasdaq contracts near record levels after a two-day AI-driven rally, while oil prices slid further on U.S.-Iran deal hopes.

SPY QQQ AMD INTC NVDA SNAP ARM DASH UBER
Snap Shares Slide 7% After Perplexity AI Deal Collapse, Ad Revenue Warning
Earnings James Calloway

Snap Shares Slide 7% After Perplexity AI Deal Collapse, Ad Revenue Warning

Snap shares dropped 7% after hours as the $400M Perplexity AI deal collapsed and Middle East tensions weighed on Q1 ad sales, though total revenue rose 12% and losses narrowed.

SNAP
Nvidia's $500M Corning Warrant Deal Ties Fiber to AI Boom
Technology Sarah Chen

Nvidia's $500M Corning Warrant Deal Ties Fiber to AI Boom

Nvidia bought $500M in Corning warrants as part of a multiyear optical deal. Corning will triple U.S. plants, boost fiber capacity 10x, and add 3,000 jobs.

NVDA GLW
IonQ Lifts 2026 Revenue Forecast as Quantum Sales Surge, but Profit Questions Linger
Earnings James Calloway

IonQ Lifts 2026 Revenue Forecast as Quantum Sales Surge, but Profit Questions Linger

IonQ raised its 2026 revenue forecast after a strong Q1, but shares fell 6% after hours as investors weigh persistent losses and the path to quantum profitability.

IONQ