Applied Digital Shares Surge on $7.5B AI Data Center Lease Deal
Technology Sarah Chen

Applied Digital Shares Surge on $7.5B AI Data Center Lease Deal

Applied Digital shares rose 12% after a $7.5B, 15-year lease with a U.S. hyperscaler for 300 MW at its Delta Forge 1 data center in Louisiana, lifting total contracted lease revenue above $23 billion.

APLD
Expedia Shares Tumble on CFO Transition Ahead of Earnings
Markets Daniel Marsh

Expedia Shares Tumble on CFO Transition Ahead of Earnings

Expedia Group names former Snap CFO Derek Andersen as its next finance chief, effective May 11. Shares fall 5.4% as investors digest the leadership change ahead of earnings.

EXPE SNAP BKNG ABNB
SolarEdge Surges 11% on New Battery Launch, But Wall Street Remains Wary
Markets Daniel Marsh

SolarEdge Surges 11% on New Battery Launch, But Wall Street Remains Wary

SolarEdge shares surged 11% to $47.36 on Thursday after launching a 197 kWh commercial battery system. Despite 2025 revenue rising 31%, the company posted a net loss of $405.4 million and analysts remain bearish with a $29.90 target.

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Tempus AI Stock Drops on USC Partnership as Cancer Data Strategy Faces Scrutiny
Technology Sarah Chen

Tempus AI Stock Drops on USC Partnership as Cancer Data Strategy Faces Scrutiny

Tempus AI shares fell 7.3% after announcing a partnership with USC to deploy its molecular testing and AI tools across the health system, covering over 1.5 million annual patient visits.

TEM
Skillz Stock Skyrockets After $420M False Advertising Win Over Papaya Gaming
Regulation James Calloway

Skillz Stock Skyrockets After $420M False Advertising Win Over Papaya Gaming

Skillz stock soared 187% after a jury ordered Papaya Gaming to pay $420 million for false advertising, with the possibility of an additional $652 million in disgorgement.

SKLZ
Lucid Shares Slide 9.6% as Uber Stake Fails to Calm Funding Fears
Markets Daniel Marsh

Lucid Shares Slide 9.6% as Uber Stake Fails to Calm Funding Fears

Lucid Group shares dropped 9.6% after Uber disclosed an 11.52% stake, as a $1.05 billion capital raise and partnership news failed to ease investor worries about liquidity and production.

LCID UBER
Palantir Secures $300M USDA Contract Ahead of Q1 Earnings
Technology Sarah Chen

Palantir Secures $300M USDA Contract Ahead of Q1 Earnings

Palantir Technologies secured a $300 million software agreement with the USDA, boosting its non-defense government portfolio ahead of its May 4 earnings report.

PLTR
United Rentals Soars on Raised Guidance, Record Q1 Revenue
Earnings James Calloway

United Rentals Soars on Raised Guidance, Record Q1 Revenue

United Rentals shares jumped 22.9% after the company raised its 2026 outlook and posted record Q1 revenue of $3.985 billion.

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Joby Aviation Shares Dip as LA Vertiport Plan Faces Regulatory Hurdles
Technology Sarah Chen

Joby Aviation Shares Dip as LA Vertiport Plan Faces Regulatory Hurdles

Joby Aviation shares fell 7.1% as its LA vertiport plan faces regulatory hurdles. The company is set to report Q1 results on May 5.

JOBY ACHR
Netflix Unveils $25 Billion Buyback After Failed Warner Bros Tie-Up
Markets Daniel Marsh

Netflix Unveils $25 Billion Buyback After Failed Warner Bros Tie-Up

Netflix approved a $25 billion buyback, adding to $6.8 billion remaining, after pocketing a $2.8 billion breakup fee from a collapsed Warner Bros deal.

NFLX WBD
Nokia Surges to 16-Year Peak on AI Cloud Order Boom
Technology Sarah Chen

Nokia Surges to 16-Year Peak on AI Cloud Order Boom

Nokia shares soared to a 16-year high as first-quarter profit beat estimates, fueled by a 49% surge in AI and cloud customer sales and €1 billion in new orders.

XLK
Figma to Report Q1 Earnings on May 14 Amid AI Rivalry and Board Shifts
Earnings James Calloway

Figma to Report Q1 Earnings on May 14 Amid AI Rivalry and Board Shifts

Figma reports Q1 earnings May 14 as AI competition heats up, with board changes and CEO Dylan Field controlling 72.3% voting power.

ADBE