Innodata surged 86%, Rocket Lab 34%, and the chip sector swept double-digit gains — while Cloudflare and HubSpot each fell nearly 20%. Q1 2026 earnings season became a high-stakes AI report card.
Cloudflare fell 23% Friday after announcing 1,100 AI-driven job cuts, despite beating Q1 estimates and raising full-year revenue guidance to $2.81B.
Xometry’s Q1 2026 revenue of $205M beat estimates by 9% as a landmark Siemens Xcelerator partnership and raised guidance sent shares up 39% in a single session.
GameStop’s $10.9B company is targeting eBay at $56B. We break down the deal math — and why Wall Street is deeply skeptical about the financing.
Datadog hit $1 billion in quarterly revenue for the first time in Q1 2026, up 32% YoY. Shares surged 31% as the company raised its full-year 2026 outlook.
Apollo Global Management crossed the $1 trillion assets-under-management milestone in Q1 2026, posting record fee earnings while private credit reshapes corporate finance.
AAON posted record Q1 2026 revenue of $497M, up 54% YoY, as its BASX data center cooling division rides the AI infrastructure wave. Stock surged 38% on record backlog and raised guidance.
Norges Bank raised its benchmark rate to 4.25% on May 6, 2026 — the only major European central bank to hike this year — as Norway’s CPI stayed at 3.6%, well above target.
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.
HawkEye 360 (NYSE: HAWK) priced at $26, raising $416M. Revenue surged 74% to $118M and EBITDA turned positive as defense-tech satellite demand accelerates.