Netflix, Microsoft, and Others Chart Divergent Cash Strategies
Markets Daniel Marsh

Netflix, Microsoft, and Others Chart Divergent Cash Strategies

Netflix adds $25B to buybacks after deal breakup; Microsoft plans $190B AI spend. PulteGroup and Mobileye also expand repurchases as stocks dip.

NFLX MSFT PHM MBLY GOOGL AMZN QQQ
AI Chip Surge Drives SMH ETF to Record Highs, But Valuation Concerns Loom
Technology Sarah Chen

AI Chip Surge Drives SMH ETF to Record Highs, But Valuation Concerns Loom

VanEck Semiconductor ETF (SMH) hit near-record highs as AI chip demand drove major holdings like Nvidia and TSMC. The fund's 140% annual gain raises valuation questions.

SMH NVDA TSM INTC AMD AVGO SPY
Take-Two Shares Dip as GTA VI Pricing Speculation Heats Up Ahead of Earnings
Markets Daniel Marsh

Take-Two Shares Dip as GTA VI Pricing Speculation Heats Up Ahead of Earnings

Take-Two shares slipped 1% as Wall Street debates an $80 price tag for GTA VI. CEO Zelnick calls expectations 'exciting and terrifying.' The company reports earnings May 21.

TTWO
Xanadu Quantum Faces 294M Share Overhang After EV Group Deal
Technology Sarah Chen

Xanadu Quantum Faces 294M Share Overhang After EV Group Deal

Xanadu Quantum Technologies stock faces pressure from a 294M share resale registration, even as it partners with EV Group for photonic chip manufacturing. First earnings report due May 14.

QUBT
SoundHound AI Drops 4% as OASYS Launch Precedes Q1 Results
Earnings James Calloway

SoundHound AI Drops 4% as OASYS Launch Precedes Q1 Results

SoundHound AI shares fell 4.3% to $9.06 after unveiling OASYS, a self-learning AI platform, ahead of its Q1 earnings report on Thursday.

SOUN
Strategy Halts Bitcoin Purchases After $7.5 Billion Buying Spree Ahead of Q1 Earnings
Crypto Sarah Chen

Strategy Halts Bitcoin Purchases After $7.5 Billion Buying Spree Ahead of Q1 Earnings

Strategy paused its bitcoin buying spree last week, halting after a $7.5 billion, three-month acquisition run. The company holds 818,334 BTC and reports Q1 earnings Tuesday.

MSTR
Amazon's New Supply Chain Service Escalates Logistics Rivalry with FedEx
Markets Daniel Marsh

Amazon's New Supply Chain Service Escalates Logistics Rivalry with FedEx

Amazon's new supply chain offering for external businesses intensifies logistics competition with FedEx and UPS, though FedEx shares stabilized Tuesday.

FDX UPS AMZN
Figma Stock Under Pressure as AI Strategy Faces First Major Test
Earnings James Calloway

Figma Stock Under Pressure as AI Strategy Faces First Major Test

Figma shares trade near $20 ahead of May 14 earnings, with investors focused on whether AI features can drive revenue growth amid rising costs and analyst caution.

ADBE GOOGL
Duolingo's AI-Driven Strategy Faces Investor Skepticism After Stock Plunge
Earnings James Calloway

Duolingo's AI-Driven Strategy Faces Investor Skepticism After Stock Plunge

Duolingo shares dropped over 12% after the company forecast slower bookings and lower margins, overshadowing a Q1 beat. Investors are skeptical about AI-driven returns.

DUOL
Amazon Logistics Expansion Sends UPS Shares Tumbling
Markets Daniel Marsh

Amazon Logistics Expansion Sends UPS Shares Tumbling

UPS shares dropped 10.5% as Amazon launched a logistics service for external businesses, directly challenging UPS and FedEx in parcel delivery and freight.

UPS FDX AMZN PG MMM AEO
Harley-Davidson's New CEO Bets on Affordable Bikes as Q1 Profit Dives 81%
Earnings James Calloway

Harley-Davidson's New CEO Bets on Affordable Bikes as Q1 Profit Dives 81%

Harley-Davidson's Q1 net income fell 81% to $25M as revenue dropped 12%. The company launches a new strategy centered on affordable bikes like the $6,000 Sprint to lure younger buyers.

HOG
Palantir Lifts 2026 Forecast on 85% Revenue Surge; Valuation Concerns Remain
Earnings James Calloway

Palantir Lifts 2026 Forecast on 85% Revenue Surge; Valuation Concerns Remain

Palantir Technologies raised its 2026 revenue forecast after Q1 sales surged 85% to $1.63B, beating estimates. U.S. revenue more than doubled. Stock rose 1.4% premarket.

PLTR