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Public Companies

Mastercard Q1 Beat Spurs Modest Target Changes as Cross-Border Travel Cools

Analysts keep positive ratings, citing diversification beyond travel.

Celestica Starts Selling 1.6TbE Switches for AI Data Centers

Hut 8 Signs $9.8 Billion, 15-Year AI Data Center Lease in Texas

Reynolds Consumer Posts Strong Q1, Reaffirms 2026 Outlook as $200 Million Cost Shock Looms

Onity Misses Earnings as Ginnie Mae Review Forces Smaller FOA Servicing Sale

Hut 8 Cuts Borrowing Costs With $200 Million FalconX Bitcoin Loan

Tether Backs Plan to Merge Twenty One Capital With Strike, Then Elektron

Intel Shares Hit Record After AI-Fueled Forecast Tops Estimates

Regional Banks Map 2026 to a No‑Cut Fed Path After Solid First Quarter

American Express Tops Q1 Forecasts on Premium Spending, Keeps 2026 Outlook

Palantir Wins $300 Million USDA Deal to Modernize Farm Services

Valmont Raises 2026 Guidance as North America Utility Powers Q1 Growth

Intuitive Surgical Posts Q1 Beat and Lifts Procedure Forecast

CoreWeave Secures Megadeals, Lifts 2026 Sales Outlook to $12–$13 Billion

Cedar Grove’s Q1 Letter Reaffirms Stock-Picking Focus, Highlights Evolv, The RealReal and Abivax

ARK Buy of Palantir Lifts Bulls as Wedbush Rebuts Burry’s Anthropic Claim

GFL Environmental to Buy Secure Waste for $24.75 a Share in Mostly Stock Deal

Meta Extends CoreWeave AI Cloud Pact to $21 Billion Through 2032

Bed Bath & Beyond Signs Letter of Intent to Buy F9 Brands for Nearly $150 Million

Penguin Solutions Beats Q2 and Lifts Forecast as Memory-Led AI Pivot Pays Off