Verizon Q1 Earnings: Subscriber Growth Key After Frontier Deal
Earnings James Calloway

Verizon Q1 Earnings: Subscriber Growth Key After Frontier Deal

Verizon will report Q1 earnings Monday, its first since closing the Frontier deal. Investors will scrutinize subscriber growth and broadband metrics after a strong Q4.

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Trump Bond Purchases and AI Demand Reshape Constellation Energy's Outlook
Markets Daniel Marsh

Trump Bond Purchases and AI Demand Reshape Constellation Energy's Outlook

Trump's financial disclosure reveals Constellation Energy bond buys; CEG stock climbs 7.1% as AI power demand and nuclear uprates drive growth.

CEG VST DUK
Lumentum Faces AI Demand Test as Earnings Approach After BlackRock Filing
Earnings James Calloway

Lumentum Faces AI Demand Test as Earnings Approach After BlackRock Filing

Lumentum shares rose 4.1% to $881.64 ahead of its May 5 earnings report, as BlackRock disclosed a 7.3% stake and analysts raised price targets on AI data-center demand.

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Plug Power Continues Slide; Earnings Test Looms
Markets Daniel Marsh

Plug Power Continues Slide; Earnings Test Looms

Plug Power shares dropped 1.26% to $3.14 on Friday, continuing a three-day slide. The company's upcoming earnings report will test whether recent margin gains are sustainable.

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Big Tech Earnings and Fed Decision Set to Test Wall Street Rally
Markets Daniel Marsh

Big Tech Earnings and Fed Decision Set to Test Wall Street Rally

This week, earnings from Microsoft, Alphabet, Amazon, Meta, and Apple, plus a Fed meeting and key inflation data, will test Wall Street's record rally.

MSFT GOOGL AMZN META AAPL INTC AMD ARM NVDA
Coherent CFO Sells Shares Ahead of Q3 Results; Nvidia Deal in Focus
Earnings James Calloway

Coherent CFO Sells Shares Ahead of Q3 Results; Nvidia Deal in Focus

Coherent Corp CFO Sherri Luther sold 2,000 shares for $702,000 on April 22, ahead of the company's fiscal Q3 results due May 6. The sale follows Nvidia's $2 billion investment in March.

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Trump Media Restructures Board, Grants CEO Stock as Nunes Exits
Markets Daniel Marsh

Trump Media Restructures Board, Grants CEO Stock as Nunes Exits

Trump Media adds Trump allies Meredith O’Rourke and Boris Epshteyn to board, grants interim CEO Kevin McGurn a $125,000 monthly salary and RSUs. DJT stock at $9.35.

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AXT Raises $632.5M to Expand InP Wafer Production in China Amid AI Boom
Technology Sarah Chen

AXT Raises $632.5M to Expand InP Wafer Production in China Amid AI Boom

AXT raised $632.5 million to boost indium phosphide wafer production in China, betting on AI demand. First-quarter revenue is projected at $26-$28 million, with a net loss up to $2.6 million.

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Visa Earnings Preview: Analysts Eye Consumer Spending Trends
Earnings James Calloway

Visa Earnings Preview: Analysts Eye Consumer Spending Trends

Visa reports fiscal Q2 earnings April 28. Truist cuts price target to $361 but maintains Buy rating. Analysts expect $3.10 EPS on $10.74B revenue.

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Lightwave Logic Shares Slide 6.9% as $51.4M Stock Sale Program Expands
Technology Sarah Chen

Lightwave Logic Shares Slide 6.9% as $51.4M Stock Sale Program Expands

Lightwave Logic shares dropped 6.9% to $12.665 after expanding its stock-sale program to $51.4 million. The company reported 2025 net sales of $236,855 and a net loss of $20.3 million.

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Amkor Technology Shares Surge Ahead of Q1 Earnings Amid AI Packaging Optimism
Earnings James Calloway

Amkor Technology Shares Surge Ahead of Q1 Earnings Amid AI Packaging Optimism

Amkor Technology shares surged 7.1% to $78.10 ahead of Q1 earnings. The company eyes AI packaging growth with $2.5-$3B in 2026 capex, but analysts remain divided.

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Infleqtion Under Pressure After Major Share Distribution by LCP Funds
Technology Sarah Chen

Infleqtion Under Pressure After Major Share Distribution by LCP Funds

Infleqtion shares dropped 5% after LCP Quantum-linked funds distributed over 30.5 million shares, removing their 10% owner status. The quantum tech firm reported $32.5M revenue and $35.3M loss.

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