Esteban Tesson
Journalist
Qnity raises annual guidance on surging AI-driven demand
Qnity Electronics has hiked its full-year revenue and profit forecasts, bolstered by a surge in investment in artificial intelligence infrastructure and high-performance computing. The announcement was hailed by the markets, with the stock climbing over 3% in intraday trading. The group is benefiting from increased spending on data centers and equipment dedicated to AI applications.
May 12, 2026 at 05:16 pm
Zebra Technologies raises guidance on robust automation demand
Zebra Technologies has lifted its full-year revenue growth forecasts, bolstered by strong demand for its automation solutions across warehousing, logistics and retail sectors. The announcement was cheered by the markets, with the stock surging nearly 17% during trading. The group is benefiting from accelerating investment in supply chain automation and real-time tracking tools for industrial and commercial operations.
May 12, 2026 at 05:11 pm
OpenAI establishes new entity to accelerate enterprise AI adoption
OpenAI has announced the formation of OpenAI Deployment Company, a new entity designed to support corporations in deploying artificial intelligence systems. The structure will be majority-owned by OpenAI and backed by over $4bn in initial investment. The group also announced the acquisition of specialist firm Tomoro to immediately bolster its integration and advisory capabilities for large-scale organizations.
May 11, 2026 at 04:22 pm
CoreWeave buoyed by surging demand for AI infrastructure
CoreWeave reported quarterly results that exceeded expectations, confirming the robust growth of the AI-dedicated infrastructure market. The group posted Q1 revenue of $2.08bn, compared to the $1.97bn anticipated by analysts according to LSEG. A year earlier, revenue stood at $981.8m. This growth is driven by increasing demand from AI model developers for advanced computing capabilities.
May 08, 2026 at 06:24 am
Airbnb beats expectations despite disruptions linked to Iran conflict
Airbnb reported mixed quarterly results, with revenue exceeding expectations but EPS slightly missing market forecasts. The group posted QA profit of $160m, or $0.26 per share, compared with $154m a year earlier. Revenue rose 18% y-o-y to $2.68bn, surpassing the consensus of $2.62bn according to LSEG. Following the release, the stock climbed nearly 2% in after-hours trading.
May 07, 2026 at 10:03 pm
Trump assembles delegation of US corporate giants for upcoming China visit
The Trump administration is organizing a high-profile delegation of American business leaders to accompany the President on his scheduled visit to China next week. According to multiple media reports, companies such as Nvidia, Apple, ExxonMobil, Boeing, Qualcomm, Blackstone, Citigroup, and Visa are among those invited. A source familiar with the matter confirmed that Citigroup CEO Jane Fraser has received an invitation, while Qualcomm has also confirmed its potential participation.
May 07, 2026 at 09:58 pm
Datadog stock soars after AI guidance raised, with cloud momentum
Datadog raised its FY revenue and earnings forecasts after posting quarterly results that significantly beat expectations, driven by robust demand for cloud and artificial intelligence solutions. Following the release, the stock surged nearly 29% in early trading.
May 07, 2026 at 05:09 pm
DoorDash reassures markets with robust results and an upbeat outlook
DoorDash posted quarterly results that were largely welcomed by investors, despite revenue falling slightly short of expectations. The American food delivery specialist reported Q1 adjusted EPS of $0.42, beating the $0.36 anticipated by analysts. Revenue reached $4.04bn, compared to $4.14bn dollars expected, while sales still grew by 33% y-o-y. Following the release, the stock surged about 15% in after-hours trading.
May 07, 2026 at 01:09 pm
DaVita raises annual guidance on robust dialysis demand
DaVita has lifted its full-year profit forecast after posting quarterly results that beat expectations, bolstered by strong demand for its dialysis services. Shares in the group, which specializes in treatments for patients with chronic kidney failure, rose more than 3% in after-hours trading following the announcement. The company appears to be regaining momentum after several quarters marked by rising care costs and operating expenses.
May 06, 2026 at 10:23 pm
Cencora raises annual guidance despite quarterly miss
Cencora reported quarterly results that fell short of market expectations, while simultaneously raising its full-year profit forecast on the back of sustained demand for specialty drugs. The pharmaceutical distributor is pursuing its strategy of refocusing on core operations, notably by strengthening its presence in specialty medical services. This year, the group acquired EyeSouth Partners' retina care business for $1.1bn and divested its animal health division. The announcement failed to reassure the market, with the stock tumbling over 17% in intraday trading.
May 06, 2026 at 10:10 pm
Nvidia and Corning bolster optical capabilities for Artificial Intelligence
Nvidia and Corning have announced a strategic partnership aimed at developing optical infrastructure for artificial intelligence in the United States. Three new advanced manufacturing facilities will be opened in North Carolina and Texas to meet the growing requirements of the semiconductor specialist. The project is expected to create at least 3,000 jobs and increase Corning's domestic optical production capacity tenfold. As part of the agreement, Nvidia may invest up to $3.2bn in the group through various financial instruments.
May 06, 2026 at 10:04 pm
Instacart forecasts robust activity despite slowing order growth
Instacart issued Q2 guidance that topped expectations, as the company bets on consumers continuing to prioritize discounted goods amid persistent pressure on purchasing power. The group anticipates Gross Transaction Value (GTV) between $10.10bn and $10.25bn, compared to the $10.07bn expected by analysts according to LSEG data. Adjusted EBITDA is projected to range from $290m to $300m, broadly in line with market forecasts.
May 06, 2026 at 10:00 pm
Anthropic partners with SpaceX to bolster AI capabilities
Anthropic has entered into a strategic partnership with SpaceX to utilize the full computing capacity of the Colossus 1 data center located in Memphis, Tennessee. Under the terms of the agreement, the AI specialist will benefit from over 300 megawatts of computing power. The group also indicated that it is considering future collaboration with SpaceX regarding the development of multi-gigawatt infrastructure in space.
May 06, 2026 at 07:13 pm
AMD raises guidance on the back of artificial intelligence boom
Advanced Micro Devices (AMD) expects Q2 revenue to exceed expectations, driven by robust demand for data center chips. The group forecasts revenue of approximately $11.2bn, plus or minus $300m, compared to the $10.52bn expected by analysts according to LSEG. Following the announcement, the stock rose by approximately 6% in after-hours trading.
May 05, 2026 at 10:21 pm
Huntington Ingalls penalized by rising costs in Q1
American military shipbuilder Huntington Ingalls saw its profitability decline in Q1, amid a backdrop of inflation and global trade disruptions. Despite robust US demand for submarines and aircraft carriers, rising costs weighed on performance. In response to these results, the group's shares fell over 10% during trading. However, geopolitical tensions and China's naval buildup continue to support demand prospects.
May 05, 2026 at 10:17 pm
Palantir: Record Results, Forecasts Raised and a Sky-High Valuation
The software specialist, now a Wall Street bellwether, has delivered exceptionally strong results alongside an ambitious guidance hike. Despite this, the stock fell nearly 6% in intraday trading, weighed on by a valuation increasingly seen as unsustainable, along with slightly disappointing growth in the US commercial segment.
May 05, 2026 at 06:05 pm
Apple explores alternatives to TSMC to secure supply chains
According to reports from Bloomberg News, Apple is considering diversifying its chip manufacturing partners by entering preliminary discussions with Intel and Samsung Electronics. Executives from the group reportedly visited a Samsung production site that is being built in Texas, while simultaneously evaluating Intel's industrial capabilities. This move aims to reduce dependence on Taiwan Semiconductor Manufacturing Company (TSMC), which currently handles the bulk of Apple's processor production.
May 05, 2026 at 03:16 pm
Discover our authors
- Stock Market
- Our authors
- Esteban Tesson
