Palantir Earnings: AI Pricing Power and Growth Under the Microscope
Earnings James Calloway

Palantir Earnings: AI Pricing Power and Growth Under the Microscope

Palantir reports Q1 earnings Monday with options pricing a 9% swing. Focus on AI platform demand, government contracts, and pricing power as analysts diverge.

PLTR
Oil Surges Past $110 on Iran Strait Tensions, Futures Swing
Commodities Rebecca Torres

Oil Surges Past $110 on Iran Strait Tensions, Futures Swing

Oil spiked above $110 after Iran claimed to repel a US warship near the Strait of Hormuz, though US officials denied any strike. Brent crude briefly topped $113, and US stock futures swung sharply.

USO UNG XLE SPY DIA QQQ EBAY GME AMZN FDX UPS
GameStop's $56B Bid for eBay Faces Skepticism as Stock Lags Offer
Markets Daniel Marsh

GameStop's $56B Bid for eBay Faces Skepticism as Stock Lags Offer

GameStop's $55.5 billion bid for eBay, offering $125 per share, has sparked a takeover battle, but eBay's stock remains below the offer price due to investor skepticism.

GME EBAY
SoundHound AI Soars 20% Ahead of Q1 Earnings as Voice AI Momentum Builds
Earnings James Calloway

SoundHound AI Soars 20% Ahead of Q1 Earnings as Voice AI Momentum Builds

SoundHound AI shares jumped 20% to $9.56 Friday on heavy volume, fueled by Twilio's raised 2026 revenue outlook. All eyes are on the company's May 7 Q1 earnings report.

SOUN TWLO BBAI
Strategy's Bitcoin Bet Faces Earnings Test as Options Signal 8% Swing
Crypto Sarah Chen

Strategy's Bitcoin Bet Faces Earnings Test as Options Signal 8% Swing

Strategy Inc. reports Q1 earnings Tuesday, with options implying an 8.07% stock swing. Bitcoin holdings hit 818,334 BTC after a $255M purchase pause, as analyst raises target to $225.

MSTR COIN HOOD
Dow Futures Slide as Middle East Tensions Drive Oil to $100, Testing Wall Street's Record Rally
Markets Daniel Marsh

Dow Futures Slide as Middle East Tensions Drive Oil to $100, Testing Wall Street's Record Rally

US stock futures dropped early Monday after unconfirmed reports of a US warship strike near the Strait of Hormuz pushed oil 5% higher, stoking inflation concerns and testing Wall Street's record run.

EBAY GME BRK.B SPY QQQ USO
Paul Tudor Jones Warns of Negative Decade Returns as Market Cap Hits 252% of GDP
Markets Daniel Marsh

Paul Tudor Jones Warns of Negative Decade Returns as Market Cap Hits 252% of GDP

Paul Tudor Jones warns the S&P 500 may deliver negative returns over the next decade as total U.S. stock market capitalization hits a historic 252% of GDP, exceeding pre-Great Depression and dot-com bubble levels.

GME EBAY NEM MAT BWIN ACM SPY GLD USO
Navitas Semiconductor Faces Key Earnings Test Amid AI Power Push
Earnings James Calloway

Navitas Semiconductor Faces Key Earnings Test Amid AI Power Push

Navitas Semiconductor shares jumped 5.76% to $17.45 ahead of Q1 earnings. The company is betting on AI data center power chips but faces revenue and timing risks.

NVTS NVDA IFNNY MSI SWK
Eaton's Q1 Earnings Test: AI Data Center Demand Under Microscope
Earnings James Calloway

Eaton's Q1 Earnings Test: AI Data Center Demand Under Microscope

Eaton reports Q1 results Tuesday, with Wall Street watching AI data center orders, margins, and the Boyd Thermal acquisition for signs of sustained growth.

ETN
Brown University Reduces Blue Owl Stake Amid Private Credit Scrutiny
Markets Daniel Marsh

Brown University Reduces Blue Owl Stake Amid Private Credit Scrutiny

Brown University slashed its OBDC stake by 53% as private credit faces scrutiny. Blue Owl reported revenue growth but a 1.1% direct-lending loss.

OBDC
Alibaba's AI Adoption Surges as Cloud Growth Key to Earnings Test
Earnings James Calloway

Alibaba's AI Adoption Surges as Cloud Growth Key to Earnings Test

Alibaba's Accio Work AI tool reaches 230,000 businesses in one month. May 13 earnings will test if AI and cloud growth can counter weaker e-commerce margins.

BABA
NuScale Power Faces Key Test as Earnings Approach and SMR Competition Intensifies
Earnings James Calloway

NuScale Power Faces Key Test as Earnings Approach and SMR Competition Intensifies

NuScale Power reports Q1 earnings May 7 as shares close at $12.14. The SMR firm faces pressure to show commercial progress amid rising competition from rivals like X-energy.

SMR