April 2026 CPI data drops Tuesday at 8:30 a.m. ET. Analysts expect inflation to hit 3.7%—the highest since September 2023—driven by Iran-related energy costs and tariff pass-throughs.
NVIDIA surges to $221.76, topping its prior 52-week high, as AI chip demand accelerates and Q4 FY2026 revenue hit $68.1B. What Wall Street is watching before May 20.
JFrog topped Q1 2026 estimates — $154M revenue (+26% YoY) and non-GAAP EPS of $0.27 vs $0.21 expected — as AI-driven infrastructure demand accelerates its cloud business. Guidance raised.
AMD surges 11% on a $10.3B Q1 beat as AI demand rotates from pure GPU plays to CPUs and memory chips, lifting the entire semiconductor sector.
IREN stock surged 40% this week after landing a $3.4B NVIDIA cloud deal and a $2.1B investment option — validating its pivot from Bitcoin mining to AI data centers.
Akamai surged 26.58% after revealing a $1.8 billion Anthropic AI deal alongside Q1 2026 free cash flow that jumped 58% and cloud infrastructure revenue up 40%.
Intel jumped 14% on record volume Friday after the WSJ reported Apple and Intel reached a preliminary agreement for Intel to manufacture Apple chips — a potential turning point for Intel’s foundry ambitions.
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.
Learn to decode any earnings report: income statement structure, EPS beats and misses, forward guidance, and what actually moves stock prices.