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Trade Desk stock sinks after reporting mixed first-quarter earnings and issued guidance that did not impress investors.

Cloudflare stock was falling sharply in late Thursday despite better-than-expected first-quarter results from the cybersecurity company. Cloudflare reported adjusted earnings of 25 cents a share on revenue of $639.8 million. Analysts surveyed by FactSet were expecting earnings of 23 cents a share on revenue of $621 million.

Texas Roadhouse (TXRH) delivered earnings and revenue surprises of +0.13% and -0.06%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Airbnb (ABNB) delivered earnings and revenue surprises of -15.23% and +2.16%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Vacation rental site Airbnb reported first-quarter revenue and gross bookings that beat expectations and raised its full-year guidance, but also said travel plans are being impacted by the conflict in the Middle East. At the same time, online travel agency Expedia Group missed first-quarter revenue expectations but reported record first-quarter profit and higher-than-expected gross bookings. Airbnb said first-quarter revenue increased 18% from a year ago to $2.7 billion, “exceeding the high end of our guidance.”

Thursday, MP reported first-quarter earnings per share of 3 cents from sales of $90.6 million. Wall Street was looking for a loss of 3 cents from sales of closer to $75 million.

Gilead Sciences beat analysts’ earnings and revenue expectations in its latest quarter. Gilead logged adjusted earnings of $2.03 a share, ahead of the $1.91 consensus among analysts polled by FactSet. Gilead’s top-line growth rested heavily on Biktarvy, its blockbuster HIV treatment, which accounted for nearly half of total revenue as sales rose 8% to $3.4 billion.

Moby summary of Peloton Interactive, Inc.'s Q3 2026 earnings call

(Bloomberg) -- Lyft Inc. reported profit in the first quarter that fell short of Wall Street’s estimates after it spent heavily on an international expansion and on adding higher-end offerings like chauffeur services.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Has Opened a Passage Through Hormuz, Central Command SaysDOJ Plans Intervention in Trump Supreme Court Carroll AppealChina Asks Banks to Pause New Loans to US-Sanctioned RefinerSo

Moby summary of Vistra Corp.'s Q1 2026 earnings call

Moby summary of McDonald's Corporation's Q1 2026 earnings call

The fintech company now expects adjusted earnings of $3.85 a share this year, a 62% uplift from 2025.

JFrog raised its full-year outlook after first-quarter earnings and revenue topped Wall Street expectations, with the company saying AI coding agents are driving cloud demand.

Moby summary of Lifetime Brands, Inc.'s Q1 2026 earnings call

Moby summary of Datadog, Inc.'s Q1 2026 earnings call

Galapagos (NASDAQ:GLPG) executives used the company’s first-quarter 2026 earnings call to highlight what Chief Executive Officer Henry Gosebruch described as a “real transformation,” including portfolio changes, management and board updates, and an upcoming corporate rebrand to Lakefront Biotherapeu

While they beat expectations on both revenue and gross bookings, both earnings and total rides came in a bit light. Shares initially rose a few percentage points after the report was released before falling around 3% to $13.71. Revenue for the first quarter came in at $1.650 billion, ahead of expectations for $1.631 billion.

A wave of blockbuster earnings in tech is catching a couple software companies, too. Shares in Datadog jumped 31% on Thursday after the company reported 32% year-over-year revenue growth. Cybersecurity provider Fortinet added 20%, after it said it was seeing higher demand for its offerings because of artificial intelligence.

Investing.com -- CoreWeave on Thursday reported mixed first-quarter results as demand for artificial intelligence infrastructure boosted revenue, though losses widened amid heavy spending on expansion.

Allegro MicroSystems beat Wall Street's targets for its fiscal fourth quarter and with its outlook for the current period.

Airbnb's (ABNB) first-quarter earnings lagged Wall Street's estimates, while the vacation rental com

Investing.com -- The Trade Desk (NASDAQ:TTD) reported first quarter results that missed earnings expectations and issued disappointing guidance, sending shares down 14.9% in after-hours trading Thursday.

Moby summary of U.S. Energy Corp.'s Q1 2026 earnings call

Moby summary of Allegro MicroSystems, Inc.'s Q4 2026 earnings call

Moby summary of Amprius Technologies, Inc.'s Q1 2026 earnings call

Moby summary of ESAB Corporation's Q1 2026 earnings call

Moby summary of Celsius Holdings, Inc.'s Q1 2026 earnings call

<body><p>STORY: McDonald's was among the companies on Thursday that said higher gas prices linked to the Iran war were disproportionately hurting low‑income consumers, as the burger chain warned of a weak start to its second quarter.</p><p>"The lower end seems to be really struggling at this point," Buchanan said. "And this earnings season really has highlighted that. From Whirlpool to McDonald's, we've seen some of these names and corporations really communicate [that] in a very direct way."</p><p>"The tipping point is an inflection in labor," Buchanan continued. "If we have a labor blip where jobs aren't as plentiful... we really feel like there's a lot of stress that could emanate throughout our marketplace" that could pressure U.S. stock prices.</p></body>

Fluence Energy (NASDAQ:FLNC) reported fiscal second-quarter 2026 results and reiterated its full-year outlook, pointing to accelerating order intake, a record backlog, and growing traction with data center customers following the signing of master supply agreements (MSAs) with two major hyperscalers

Cathie Wood has spent weeks trimming some of the market’s hottest winners. Advanced Micro Devices (AMD) kept climbing, and it was one of the several that Wood sold. In my previous coverage, Cathie Wood sold another $15.6M of the semiconductor stock after it gained 93% this year. Other artificial ...