AppLovin Sees Upside to Gaming Ad Growth Target, Shares Rally
Technology Sarah Chen

AppLovin Sees Upside to Gaming Ad Growth Target, Shares Rally

AppLovin's CFO indicated the company's gaming advertising growth target of 20% to 30% may have upside potential, following a strong share price rally. The company also announced a major client successfully moved over 30 live games to its measurement platform.

APP
Marvell Technology Set for Post-Earnings Volatility Amid AI Infrastructure Focus
Earnings James Calloway

Marvell Technology Set for Post-Earnings Volatility Amid AI Infrastructure Focus

Marvell Technology shares edged higher premarket ahead of its quarterly report, with options pricing an 11% move. The chipmaker is expected to post revenue of $2.21 billion and adjusted EPS of 79 cents.

MRVL AVGO NVDA AMZN
CXApp Stock Surges on Workplace Analytics Revealing High Desk No-Show Rates
Technology Sarah Chen

CXApp Stock Surges on Workplace Analytics Revealing High Desk No-Show Rates

Shares of workplace software provider CXApp Inc. rose approximately 10% in pre-market trading after the company released analytics showing high desk no-show rates at a large enterprise tech client. The data underscores ongoing challenges with office space utilization in hybrid work environments.

CXAI
Astera Labs CFO Warns of Margin Pressure as Insider Sale Filed
Technology Sarah Chen

Astera Labs CFO Warns of Margin Pressure as Insider Sale Filed

Astera Labs' finance chief warned of a 200-basis-point gross margin headwind beginning in the June quarter, citing product mix shifts and an Amazon warrant. Meanwhile, the company's general counsel sold $1.17 million in shares under a pre-arranged trading plan.

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Babcock & Wilcox Secures $2.4B AI Data Center Power Deal, Shares Surge
Markets Daniel Marsh

Babcock & Wilcox Secures $2.4B AI Data Center Power Deal, Shares Surge

Babcock & Wilcox Enterprises has been authorized to begin work on a major $2.4 billion contract to provide natural gas-fired power systems for Applied Digital's AI data center campuses, sending its shares up nearly 31%.

BW APLD SIEGY NEE
Veeva Systems Beats Q4 Estimates, Unveils $2B Buyback and AI-Driven Growth Outlook
Earnings James Calloway

Veeva Systems Beats Q4 Estimates, Unveils $2B Buyback and AI-Driven Growth Outlook

Veeva Systems exceeded analyst expectations for its fourth quarter, reporting revenue of $836 million and adjusted EPS of $2.06. The company also initiated a $2 billion stock buyback and forecast fiscal 2027 revenue approaching $3.6 billion.

VEEV CRM ORCL
Okta Projects Sluggish Revenue Growth Amid Enterprise Spending Caution
Earnings James Calloway

Okta Projects Sluggish Revenue Growth Amid Enterprise Spending Caution

Okta's first-quarter revenue guidance of $749M-$753M missed Wall Street expectations, marking its weakest projected growth since going public. The identity management firm beat Q4 estimates but struck a cautious tone on enterprise spending.

OKTA
Nexi Stock Plummets on Delayed Growth Outlook and Major Write-Down
Earnings James Calloway

Nexi Stock Plummets on Delayed Growth Outlook and Major Write-Down

Nexi shares plunged up to 20% to an all-time low after the payments group delayed its growth re-acceleration target to 2028 and recorded a €3.7 billion non-cash goodwill write-down for 2025.

Firefly Neuroscience Soars 126% on AI Brain-Scan Surge and Nvidia Partnership
Technology Sarah Chen

Firefly Neuroscience Soars 126% on AI Brain-Scan Surge and Nvidia Partnership

Firefly Neuroscience shares surged 126% following a massive expansion in its commercial brain-scan platform and a new AI initiative powered by NVIDIA hardware. The company reported a 33-fold increase in scan volumes to over 10,800 in 2025.

AIFF NVDA
Actelis Networks Soars on Caltrans Order Amid Nasdaq Compliance Moves
Technology Sarah Chen

Actelis Networks Soars on Caltrans Order Amid Nasdaq Compliance Moves

Actelis Networks shares skyrocketed 186.56% Wednesday following a Caltrans order for a San Mateo County highway project. The company also scheduled an April 13 shareholder vote on a reverse stock split and expanded share issuance to address Nasdaq listing requirements.

ASNS
IREN Partners with Sydney Swans, Cites Infrastructure Hurdles for Australian Data Centers
Technology Sarah Chen

IREN Partners with Sydney Swans, Cites Infrastructure Hurdles for Australian Data Centers

IREN has secured a sponsorship deal with the Sydney Swans as their Official AI Cloud Partner for the 2026 AFL season. The company, however, has not committed to constructing data centers in Australia, citing permitting and power connection challenges.

IREN
Compass Group's Vacherin Announces Leadership Transition Following Awards Success
Markets Daniel Marsh

Compass Group's Vacherin Announces Leadership Transition Following Awards Success

Vacherin, a London workplace caterer owned by Compass Group, has named Tom Rule as managing director designate. Current chief Phil Roker will transition to chairman later in 2026.

CMPGY