Reddit Q1 2026: Revenue Jumps 69%, AI Data Bet Pays Off
Reddit posted $663M in Q1 2026 revenue — up 69% YoY — with ad revenue surging 74% and EPS hitting $1.01. The platform’s AI data edge is real and accelerating.
Stock Market
GameStop’s eBay Bid: Can a $9B War Chest Fund a $46B Deal?
GameStop is reportedly preparing a bid for eBay. With eBay worth $46B and GME holding $9B in cash, we break down the capital markets math behind Ryan Cohen’s boldest move yet.
Apple Q2 2026: $111B Revenue, iPhone 17 Demand Breaks Records
Apple beat Q2 2026 estimates with $111.2B revenue (+17% YoY), EPS of $2.01 (+22%), a China upside of $1.6B above consensus, and a new $100B buyback authorization.
Twilio Surges 24% as Q1 Revenue Jumps 20%, AI Voice Ramps
Twilio stock climbed nearly 24% after Q1 2026 revenue grew 20% year-over-year to $1.4 billion, with GAAP profitability surging and full-year guidance raised.
Paramount Skydance’s $110B Warner Bros. Bet Nears Closing
WBD shareholders approved Paramount Skydance’s $110B takeover. EU regulators lean yes; FCC weighs foreign ownership stakes in CBS and CNN.
Atlassian Jumps 24% on Q3 Earnings Blowout and AI Momentum
Atlassian stock surged 24% after Q3 FY2026 results crushed estimates — revenue hit $1.79B (+32% YoY), non-GAAP EPS of $1.75 beat by 34%, and Rovo AI credits grew 20%+ monthly.
Merck Raises 2026 Guidance After Q1 Revenue Beat, Despite $9B Deal Charge
Merck Q1 2026: $16.3B revenue beat, guidance raised. A $9B acquisition charge drove a GAAP loss, but Winrevair growth signals strong underlying fundamentals.
Eli Lilly Q1 2026: Revenue Surges 56% as GLP-1 Boom Deepens
Eli Lilly beat Q1 2026 estimates with $19.8B revenue (+56%), EPS of $8.26 (+170%), driven by Mounjaro, Zepbound, and newly launched oral pill Foundayo.
NXP Semiconductors Jumps 26% on Best Day Since 2010 IPO
NXP Semiconductors surged 26% — its best day since listing in 2010 — as Q1 earnings beat estimates and Q2 guidance of up to $3.55B signaled a chip recovery led by auto and AI.
Big Tech Q1 2026: AI Era Arrives With $430B Revenue Sweep
Meta, Alphabet, Amazon, and Microsoft posted Q1 2026 earnings beats this week—combined revenues hit $430 billion as AI investments begin delivering measurable results across the board.