News

Risk assets and momentum plays were shining on Tuesday. Exchange-traded funds focused on momentum, growth, risk, and small-caps were among the top performing strategies, posting gains of 1.6% or more.

Commercial miss and valuation weigh on reaction

Traders brace for big move on results

GlobalFoundries (NASDAQ:GFS) reported first-quarter 2026 results that Chief Executive Officer Tim Breen said marked “a strong first quarter,” with all non-IFRS profitability metrics “at or above the high end of their respective guidance ranges.” Breen attributed the performance to execution and to p

Strong growth meets rising costs and big bets

The payments company said payment volume increased, but net income decreased compared to 2025.

(Updates with the latest stock movement in the first paragraph and headline.) DigitalOcean (DOCN)

Late in the first quarter, geopolitical events tightened global markets, disrupted trade flows, and drove global cracks higher. While estimates vary, we believe approximately 6 million barrels per day, representing close to 6% of global refined products capacity has come offline during the conflict in the Middle East.

Strategy (Nasdaq: MSTR), formerly MicroStrategy, is the world's largest Bitcoin (BTC) treasury company. Led by billionaire founder Michael Saylor, the company holds 818,334 Bitcoin worth $66.67 billion now. Though the company skipped buying any BTC last week, it is still the leading Bitcoin ...

ETN tops Q1 estimates as revenues jump 17% and EPS rises 3%; it has lifted 2026 adjusted EPS guidance and sees 9-11% organic growth.

Uber will report first quarter earnings before the bell on Wednesday as the ride-hailing giant looks to prove its profit growth story is intact, even as its costly autonomous ambitions grow.

Unity is facing pressure from weak outlook and AI threats. Yet Wedbush Securities signals confidence and eyes potential upside into earnings.

CoreWeave Rockets Into Earnings With High-Stakes AI Demand Test

Heavy activity on both call and put sides

APTV tops Q1 estimates with higher earnings and revenues, but regional weakness and margin pressure temper gains after its EDS spin-off.

Horizon Quantum posted its first earnings report since going public more than a month ago. Horizon’s operating loss swelled to $6.5 million from $4.7 million last year. Horizon, like its pure-play peers, has yet to turn a profit.

Shopify Drops After Strong Results: Guidance Clouds Growth Story

Gartner beats Q1 EPS estimates as contract value rises and costs ease, lifting the 2026 EPS and free cash flow guidance despite lower revenues.

Applied Optoelectronics reports Q1 2026 earnings on May 7, guiding $150M-$165M revenues as CATV and data center demand stay strong.

Shopify Inc (TSX:SH., NYSE:SHOP) shares fell sharply on Wednesday, dropping 13.5% after the company reported mixed first quarter 2026 results that paired strong revenue growth with a sizeable loss and guidance that largely met expectations rather than exceeding them. For the quarter ended...

Ariel Investments, an investment management company, released its “Ariel Focus Fund” Q1 2026 Investor Letter. A copy of the letter can be downloaded here. The fund reported strong first-quarter performance for its Ariel Focus Fund, which gained 7.30%, significantly outperforming both the S&P 500’s -4.33% return and the Russell 1000 Value Index’s 2.10% gain amid […]

Moby summary of Shopify Inc.'s Q1 2026 earnings call

Moby summary of Rockwell Automation, Inc.'s Q2 2026 earnings call

CMI beat Q1 2026 estimates as Power Systems and data-center power demand lifted margins, even as Engine and Components sales fell.

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

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

Here's a trade that takes advantage of the high implied volatility around the earnings announcement for Datadog stock.

Moby summary of Energy Transfer LP's Q1 2026 earnings call

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

Moby summary of Aptiv PLC's Q1 2026 earnings call