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.
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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.
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.
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.
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.
Flex Ltd. jumps 35% after a blowout Q4 FY2026 with $7.5B revenue and announcing a spin-off of its fast-growing AI data center segment.
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AMD crushed Q1 2026 estimates with $10.25B revenue—up 38% year-over-year—and Q2 guidance of up to $11.5B, sending shares 18% higher and sparking a chip-sector rally led by Intel’s 13% gain.