MercadoLibre Q1: Revenue Up 49% as Credit Costs Crush Margins
MELI Q1 2026: revenue surged 49% to $8.85B — its fastest pace in nearly four years — but operating income fell 20% as credit-card provisions doubled.
Q1 2026 earnings
AI Earnings Test: Innodata Doubles, Rocket Lab Surges 34%, While Cloudflare Drops 24%
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.
AAON Surges 38% as AI Cooling Demand Hits Record
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.
Bloom Energy Surges 23% on Record Q1 Earnings, Guide-Up
Bloom Energy (BE) surges 23% after Q1 2026 revenue jumps 130% to $751M on AI data center demand; full-year revenue guidance raised to $3.4B–$3.8B.
Coca-Cola Q1 2026: Revenue Surges 12%, Raises Full-Year Guidance
Coca-Cola reported $12.47B in Q1 2026 revenue — up 12% year-over-year — and raised its full-year profit forecast, sending KO shares up 3.86% on the session.
Spotify Falls 13% on Weak Q2 Guidance Despite Q1 Profit Beat
Spotify stock fell 13% after Q1 2026 results as soft Q2 subscriber and profit guidance overshadowed a strong profit beat and 40% operating income growth.
Nucor Q1 2026: Steel Tariff Shield Powers 382% EPS Surge
Nucor crushed Q1 2026 estimates — EPS $3.23 vs. $2.82 expected, revenue up 21% to $9.5B — as Section 232 tariffs and AI infrastructure demand power a historic earnings rebound.
Intuitive Surgical Q1 2026: Can Robotic Surgery Reclaim Its Premium?
Intuitive Surgical reports Q1 2026 earnings April 21 with its stock down 20% YTD. Here’s what analysts are watching — from da Vinci 5 adoption to the China challenge.