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Market Analysis

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Palantir Posts Blowout Q1 and Higher Outlook as Shares Slide on Valuation Concerns

Lofty valuation overshadows the beat.

Trade Desk Sinks as Q2 Outlook Disappoints Despite Revenue Beat

Akamai Secures $1.8 Billion, Seven-Year AI Cloud Commitment, Sending Shares Higher

Saylor Says Strategy May Sell Bitcoin to Deter Short Sellers

Qualcomm Surges After Daiwa Upgrade, Extending AI-Fueled Rally

SanDisk Shares Rebound as AI Storage Momentum and Long-Term Deals Reset the Stock

Paul Tudor Jones Says AI-Fueled Rally Has 1–2 Years Left

Fast-Food Earnings Split as McDonald’s Beats, Burger King Lifts RBI, and Shake Shack Plunges

Fluence Energy Jumps Nearly 40% on Hyperscaler Pacts and Record Backlog

Coinbase Reports $394 Million Q1 Loss as Trading Slumps

Medpace Investors Face June 8 Deadline To Seek Lead Role in Securities Suit

HubSpot Tumbles 24% After Cautious Outlook and AI Pricing Pivot

Micron Hits Seventh Straight Record as AI Memory Demand Powers Rally

Nebius Heads Into Q1 Report With Shares Near Highs and a $46 Billion Backlog

AppLovin Tops Q1 and Guides Above for Q2 as AI Ads Drive 85% Margins

Brookfield Asset Management Lifts Q1 Earnings, Raises $21 Billion

Innodata Smashes Q1 Forecasts and Lifts 2026 Growth Outlook to About 40%+

Arm Reports Record Sales as AI Orders Top $2 Billion but Supply Falls Short

Plains All American Lifts 2026 Outlook After Revenue Beat Despite Earnings Slip

Amazon Shares Hit Records as AWS Growth and AI Deals Validate $200 Billion Push