Full Truck Alliance Volume Surges on Mixed Q1 Results
Earnings James Calloway

Full Truck Alliance Volume Surges on Mixed Q1 Results

Full Truck Alliance ADRs traded 96.3 million shares Friday, far above average, as Q1 net revenue rose 5.5% but net income dropped. The board approved a $0.084 per ADS dividend.

Snap Shares Slip on $8M Legal Payout, Ad Revenue Concerns Persist
Regulation James Calloway

Snap Shares Slip on $8M Legal Payout, Ad Revenue Concerns Persist

Snap stock dropped to $5.71 after an $8 million legal settlement and a warning of weaker ad revenue due to the Middle East conflict and slower North American growth.

SNAP
Dell Soars on AI Server Boom, But Sustainability in Question
Technology Sarah Chen

Dell Soars on AI Server Boom, But Sustainability in Question

Dell Technologies shares jumped 33% after reporting record Q1 revenue of $43.8B, driven by $16.1B in AI server sales. The company raised its AI server target to $60B for the year, but questions about sustained demand persist.

DELL SMCI HPE HPQ
NuScale Power Rebounds on Nuclear Licensing Optimism and Data Center Demand
Markets Daniel Marsh

NuScale Power Rebounds on Nuclear Licensing Optimism and Data Center Demand

NuScale Power (SMR) shares surged 11% last week, driven by regulatory optimism and data center demand, despite reporting a sharp drop in Q1 revenue.

SMR OKLO TVA
Tesla's Rally Halts as Robotaxi Ambitions Face New Scrutiny
Technology Sarah Chen

Tesla's Rally Halts as Robotaxi Ambitions Face New Scrutiny

Tesla shares fell 1.43% on Friday, snapping a six-day rally, as reports of Full Self-Driving software struggles and a massive capital spending plan weigh on the stock.

TSLA GOOGL
SoundHound AI Rallies on Heavy Volume; Monday Trading Key for Sustained Momentum
Technology Sarah Chen

SoundHound AI Rallies on Heavy Volume; Monday Trading Key for Sustained Momentum

SoundHound AI closed Friday up 5.14% to $9.00 on heavy volume, ending the week over 10% higher. The rally faces a test Monday as the market weighs dilution from a $300 million share sale and the pending LivePerson acquisition.

SOUN
Wall Street Rally Faces Jobs Test as Fed and AI Earnings Loom
Markets Daniel Marsh

Wall Street Rally Faces Jobs Test as Fed and AI Earnings Loom

S&P 500 and Nasdaq closed May at record highs, capping nine weeks of gains. Markets now eye Friday's nonfarm payrolls and tech earnings from Palo Alto Networks, CrowdStrike, and Broadcom.

SPY QQQ DIA PANW CRWD AVGO DG
Keel Infrastructure Surges on AI Pivot; Lease Signings Key Next Week
Markets Daniel Marsh

Keel Infrastructure Surges on AI Pivot; Lease Signings Key Next Week

Keel Infrastructure closed at $5.68 Friday, up 22% for the week, after rebranding from Bitfarms. Q1 revenue fell 23% to $37M with a $98M loss. CEO targets three leases by year-end.

BITF
NIO Launches ES9 SUV Amid Cooling Chinese EV Market, CEO Warns of Saturation
Markets Daniel Marsh

NIO Launches ES9 SUV Amid Cooling Chinese EV Market, CEO Warns of Saturation

NIO's stock jumped 7.7% last week to $5.60 after the ES9 SUV launch, but CEO William Li warns China's auto market is now saturated. Q1 deliveries nearly doubled YoY but fell 33% from Q4.

NIO XPEV
AI Infrastructure Orders Boost Cisco's Outlook, Stock Nears Highs
Technology Sarah Chen

AI Infrastructure Orders Boost Cisco's Outlook, Stock Nears Highs

Cisco closed near $120 after a strong Q3 earnings report, with AI infrastructure orders surging and full-year guidance raised to $9 billion.

CSCO HPE AVGO CIEN
HPQ Rises on AI-PC Growth but Faces Margin Squeeze from Higher Memory Costs
Earnings James Calloway

HPQ Rises on AI-PC Growth but Faces Margin Squeeze from Higher Memory Costs

HP shares rallied on AI-PC momentum and solid earnings, but warnings of margin compression from higher memory-chip costs tempered optimism.

HPQ DELL UBS
BlackBerry Hits Six-Session Rally: QNX Backlog and FedRAMP Win Fuel Optimism
Technology Sarah Chen

BlackBerry Hits Six-Session Rally: QNX Backlog and FedRAMP Win Fuel Optimism

BlackBerry closed at $9.00, up 2.5% Friday and 13.8% for the week, fueled by QNX revenue growth, a $950M royalty backlog, and FedRAMP re-certification.

BB