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Intel Surges Past $100 on Best Month in 55-Year Nasdaq History

May 7, 2026May 3, 2026 by Bruno

Intel’s stock more than doubled in April 2026 — its best month in 55 years — as Q1 earnings beat expectations and AI server CPU demand rewrites the semiconductor narrative.

Categories Stock Market Tags AI chips, earnings season, INTC, intel stock, semiconductor rally, stock market Leave a comment

GLP-1 Startup Kailera Leads Biotech IPO Revival With $625M Deal

May 7, 2026May 3, 2026 by Bruno

Kailera Therapeutics’ $625M GLP-1 IPO anchors a Q2 2026 healthcare listing wave, with Hemab Therapeutics, Avalyn Pharma, and peers all jumping 52-89% from their offer prices.

Categories Stock Market Tags biotech IPO, capital markets, GLP-1 obesity, ipo market 2026, kailera therapeutics Leave a comment

AXT Jumps 21% as AI Optical Demand Drives 39% Revenue Growth

May 7, 2026May 3, 2026 by Bruno

AXT Inc. (AXTI) surged 21% after Q1 2026 revenue rose 39% year-over-year to $26.9M, fueled by AI data-center demand for indium phosphide substrates.

Categories Stock Market Tags ai data center stocks, axt inc, axti earnings, indium phosphide, semiconductor substrates, stock market Leave a comment

Roblox Drops 18% Despite Revenue Beat as Child Safety Costs Weigh

May 7, 2026May 3, 2026 by Bruno

Roblox Q1 2026 revenue rose 39% to $1.44B, but widening losses and a guidance cut tied to child safety measures sent shares tumbling 18% on May 1.

Categories Stock Market Tags child safety tech, earnings season, gaming stocks, RBLX stock, roblox earnings, stock market Leave a comment

Reddit Q1 2026: Revenue Jumps 69%, AI Data Bet Pays Off

May 7, 2026May 2, 2026 by Bruno

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.

Categories Stock Market Tags AI data licensing, RDDT stock, reddit earnings, social media stocks, stock market Leave a comment

GameStop’s eBay Bid: Can a $9B War Chest Fund a $46B Deal?

May 7, 2026May 2, 2026 by Bruno

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.

Categories Stock Market Tags capital markets, gamestop ebay acquisition, gme stock, leveraged buyout, meme stock m&a, ryan cohen strategy Leave a comment

Apple Q2 2026: $111B Revenue, iPhone 17 Demand Breaks Records

May 7, 2026May 2, 2026 by Bruno

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.

Categories Stock Market Tags AAPL stock, apple earnings, iPhone 17, services revenue, stock buyback, stock market Leave a comment

Twilio Surges 24% as Q1 Revenue Jumps 20%, AI Voice Ramps

May 7, 2026May 2, 2026 by Bruno

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.

Categories Stock Market Tags ai communications, cloud software earnings, stock market, twilio earnings, twlo stock Leave a comment

Paramount Skydance’s $110B Warner Bros. Bet Nears Closing

May 7, 2026May 1, 2026 by Bruno

WBD shareholders approved Paramount Skydance’s $110B takeover. EU regulators lean yes; FCC weighs foreign ownership stakes in CBS and CNN.

Categories Stock Market Tags capital markets, FCC foreign ownership, media m&a 2026, paramount skydance acquisition, warner bros discovery merger, wbd stock Leave a comment

Atlassian Jumps 24% on Q3 Earnings Blowout and AI Momentum

May 7, 2026May 1, 2026 by Bruno

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.

Categories Stock Market Tags atlassian earnings, cloud software, enterprise software, rovo ai, stock market, TEAM stock Leave a comment
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