Earnings

Innovation & Tech

AI Cloud Growth Signals a New Phase in Baidu’s Transformation

Baidu (BIDU) rose after first-quarter earnings showed accelerating demand for its AI cloud and autonomous driving businesses, helping offset continued weakness in traditional online advertising revenue.

Earnings

AI Monetization Drives Figma Higher as Revenue Growth Accelerates and Guidance Jumps

Figma (FIG) surged after the design software company delivered stronger-than-expected quarterly results, raised full-year guidance, and showed growing monetization from its AI-powered design tools and enterprise customer expansion.

Earnings

Store Expansion and Same-Store Sales Momentum Lift Boot Barn’s Growth Outlook

Boot Barn (BOOT) delivered stronger-than-expected quarterly sales as new store openings, steady same-store sales growth, and continued demand for western and workwear apparel helped offset concerns around expansion costs and consumer spending trends.

Earnings

AI Infrastructure Demand Signals Cisco’s Biggest Growth Shift in Years

Cisco Systems (CSCO) surged after the networking giant raised its AI infrastructure outlook, issued stronger-than-expected guidance, and unveiled a restructuring plan aimed at accelerating its push into artificial intelligence markets.

Earnings

Backlog Surge and Defense Expansion Drive Ondas Higher After Revenue Blowout

Ondas Holdings (ONDS) rallied after the autonomous drone and defense technology company reported first-quarter revenue that topped expectations and raised its full-year outlook as backlog growth accelerated following recent acquisitions.

Earnings

AI Spending and Soft Pharma Demand Weigh on Doximity After Weak Fiscal 2027 Outlook

Doximity (DOCS) shares tumbled after the digital healthcare platform issued fiscal 2027 revenue guidance that missed Wall Street expectations as rising AI investment costs and slower pharmaceutical advertising spending pressured investor sentiment.

Earnings

Data Center Demand Drives Nextpower Rally as Record Backlog Tops $5 Billion

Nextpower (NXT) shares surged after the solar technology company reported stronger-than-expected quarterly results, raised its fiscal 2027 revenue outlook, and expanded into power conversion and data center infrastructure through a new acquisition.

Earnings

AI Spending and Price Wars Shape Diverging Reactions in Alibaba and JD Earnings

Alibaba (BABA) and JD.com (JD) both reported quarterly revenue growth tied to AI and e-commerce expansion, but investor reactions diverged as Alibaba’s profits fell sharply while JD delivered stronger retail margins despite ongoing competition in China’s online shopping market.

Innovation & Tech

Nebius Power Expansion and AI Deals Drive NBIS Stock to Record Highs

Nebius Group (NBIS) surged after reporting first-quarter revenue growth of 684%, a sharp improvement in profitability metrics, and new AI infrastructure agreements tied to Meta Platforms (META) and Microsoft (MSFT). The company also expanded its U.S. data center footprint.

Earnings

On Holding’s Record Margins Fail to Lift Shares After Earnings

On Holding (ONON) fell despite reporting record quarterly sales, expanding margins, and strong global demand as investors focused on cautious revenue guidance and broader concerns around consumer spending and competition.

Earnings

Shopee and Garena Strength Drive Sea’s Revenue Surge

Sea (SE) jumped after first-quarter revenue growth accelerated across Shopee, Garena, and Monee, helping offset an earnings miss as investors focused on rising transaction activity and expanding user monetization.

Earnings

Monday.com’s AI Revenue Growth Calms Disruption Concerns

Monday.com (MNDY) jumped after first-quarter earnings and revenue topped expectations as enterprise customer growth accelerated and the company raised its full-year outlook while expanding AI-driven products and pricing models.