Dell Jumps 16.8% on NVIDIA Halo; Q1 Bar Is High Now
Dell ripped 16.77% Friday after NVIDIA’s record $81.6B quarter. With a $43B AI server backlog already in hand, Q1 FY27 has to deliver.
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Navitas (NVTS) Up 287% YTD on AI Data Center Power Bet
Navitas Semiconductor jumped 20% to $29.25 on May 22, extending a 287% YTD run as the 800V AI data center power thesis takes hold.
S&P 500 Hits 8-Week Win Streak, Longest Since 2023
Wall Street’s eight-week run, its longest since December 2023, lifted the S&P 500 to 7,473 as small caps and quantum names led Friday.
Workday Beats: Subs +14%, Raises FY27 Margin to 30.5%
Workday’s Q1 FY27 hit $2.54B in revenue and $616M in free cash flow; FY27 non-GAAP operating margin guidance was raised to 30.5%.
TJX Beats and Raises: Comps +6%, EPS $1.19, Buyback to $3B
TJX Companies posted Q1 FY27 comps up 6%, EPS of $1.19 (+29% YoY), returned $1.1B to shareholders, and lifted its FY27 sales, margin, EPS, and buyback guidance.
Nintendo’s Switch 2 Hits 19.86M Units; FY27 Outlook Cautious
Nintendo’s first Switch 2 fiscal year almost doubled group revenue to 2.31 trillion yen. So why is the FY27 guide so conservative?
D-Wave Lands $100M CHIPS Letter; Quantum Stocks Rip
D-Wave signed a $100M CHIPS Act letter of intent with Commerce. QBTS jumped 28%, RGTI 26%, INFQ 29% as quantum names ripped sector-wide.
Beta, Alpha, and CAPM: What They Actually Measure
Beta measures how a stock moves with the market. CAPM converts that risk into a required return. Alpha is what’s left over. Here is what each really means, with verified data.
Take-Two Reports Tonight Ahead of GTA VI in November
Take-Two reports Q4 FY26 earnings May 21 with Grand Theft Auto VI six months from launch. What to watch — and why FY27 is the real story.
NVIDIA Hits $81.6B, Guides $91B – Stock Slips on the News
NVIDIA posted record $81.6B Q1 revenue, +85% YoY, and guided Q2 to $91B – yet shares slipped 1.3% after hours.