DigitalOcean Surges 40% as AI Customer ARR Triples to $170M
DigitalOcean’s Q1 2026 earnings stunned markets as AI customer ARR surged 221% year-over-year to $170M, sending DOCN stock soaring 40% and blowing past analyst price targets.
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GAAP vs. Non-GAAP Earnings: What Adjusted EPS Really Means
AMD posted $0.84 GAAP EPS and $1.37 adjusted EPS in Q1 2026—a 63% gap. Here’s what each number measures, what adjustments create the difference, and how investors should read both.
Sterling Infrastructure Surges 50% on Blowout Q1 Earnings
STRL soared nearly 50% after Q1 2026 revenue jumped 92% to $826M on AI data center demand. Sterling raised its full-year 2026 outlook as e-infrastructure boom accelerates.
Amazon’s Supply Chain Launch Sends UPS, FedEx Into Freefall
Amazon opened its logistics network to all businesses Monday, triggering a sector-wide selloff that sent UPS down 10.5%, FedEx 9.1%, and wiped billions from freight rivals in one session.
Palantir Q1 2026: Revenue Surges 85%, U.S. AI Demand Doubles
Palantir smashes Q1 2026 estimates with $1.63B revenue (+85% YoY), $0.33 EPS beat, U.S. revenue up 104%, and FY 2026 guidance raised to $7.66B.
Long Lake’s $6.3B Deal Sends AmEx Global Business Travel Soaring 57%
Long Lake agrees to acquire GBTG — the world’s largest corporate travel platform — for $6.3B backed by General Catalyst and Alpha Wave. Shares surged 57% on May 4, 2026.
Nokia Doubles in 2026: Q1 Beat Powers 6G Transformation
Nokia (NOK) climbs 104% YTD after Q1 2026 revenue hits €4.5B and the company returns to profitability — while selling its FWA unit for $200M to focus on 6G.
Intel Surges Past $100 on Best Month in 55-Year Nasdaq History
Intel’s stock more than doubled in April 2026 — its best month in 55 years — as Q1 earnings beat expectations and AI server CPU demand rewrites the semiconductor narrative.
AXT Jumps 21% as AI Optical Demand Drives 39% Revenue Growth
AXT Inc. (AXTI) surged 21% after Q1 2026 revenue rose 39% year-over-year to $26.9M, fueled by AI data-center demand for indium phosphide substrates.
Roblox Drops 18% Despite Revenue Beat as Child Safety Costs Weigh
Roblox Q1 2026 revenue rose 39% to $1.44B, but widening losses and a guidance cut tied to child safety measures sent shares tumbling 18% on May 1.