SMCI Surges 24% on $10.2B Q3 Beat and Margin Recovery
Super Micro (SMCI) jumped 24% after Q3 FY2026 revenue hit $10.24B, up 123% YoY, while gross margins recovered to 9.95% — fueling broad semiconductor gains.
Stock Market
HawkEye 360 Raises $416M in NYSE IPO at $2.3B Valuation
HawkEye 360 (NYSE: HAWK) priced at $26, raising $416M. Revenue surged 74% to $118M and EBITDA turned positive as defense-tech satellite demand accelerates.
Flex Surges 35% on Q4 Earnings Beat and AI Spin-Off Plan
Flex Ltd. jumps 35% after a blowout Q4 FY2026 with $7.5B revenue and announcing a spin-off of its fast-growing AI data center segment.
Fed’s Third Rate Hold Drives Yields Toward 2026 Highs
The Fed held rates at 3.5%–3.75% for a third straight meeting. With the 10-year yield near its 2026 high and investors pricing no cut until late 2027, capital markets face a prolonged high-rate environment.
AMD Surges 18% on Blowout Q1 Earnings, Lifts Chip Sector
AMD crushed Q1 2026 estimates with $10.25B revenue—up 38% year-over-year—and Q2 guidance of up to $11.5B, sending shares 18% higher and sparking a chip-sector rally led by Intel’s 13% gain.
Blue Owl Eyes $30B Sale of Stack’s Asia Data Centers
Blue Owl Capital is exploring a $30B sale of Stack Infrastructure’s Asia Pacific data centers — potentially 2026’s largest private markets infrastructure exit.
DigitalOcean Surges 40% as AI Customer ARR Triples to $170M
DigitalOcean’s Q1 2026 earnings stunned markets as AI customer ARR surged 221% year-over-year to $170M, sending DOCN stock soaring 40% and blowing past analyst price targets.
30-Year Treasury Crosses 5%: What It Means for Mortgages and Markets
The 30-year Treasury yield closed at 5.025% on May 4, 2026 — crossing a key threshold. Here’s what the curve’s steepest gap since 2022 signals for rates, mortgages, and capital markets.
Sterling Infrastructure Surges 50% on Blowout Q1 Earnings
STRL soared nearly 50% after Q1 2026 revenue jumped 92% to $826M on AI data center demand. Sterling raised its full-year 2026 outlook as e-infrastructure boom accelerates.
Amazon’s Supply Chain Launch Sends UPS, FedEx Into Freefall
Amazon opened its logistics network to all businesses Monday, triggering a sector-wide selloff that sent UPS down 10.5%, FedEx 9.1%, and wiped billions from freight rivals in one session.