ZoomInfo Stock Sinks as AI Reset Turns a Q1 Beat Into a 2027 Growth Problem
ZoomInfo Technologies shares fell about 35% Tuesday after the company slashed its 2026 revenue outlook to
Berkshire Hathaway Stock Rises Today as Inflation Makes Its Cash Hoard Matter Again
Berkshire Hathaway’s Class B shares climbed 1.4% to $486.46 Tuesday after April CPI data showed inflation up 0.6% for the month and 3.8% year-over-year. The company reported $11.35 billion in first-quarter operating
NuScale’s Selloff Is About More Than a Q1 Miss: Investors Want Contracts, Not Nuclear Optionality
NuScale Power shares fell 11.4% to $11.78 Tuesday after Citi cut its price target to $7 and the company reported Q1 revenue of $565,000, far below the $7 million consensus. Net loss widened to $44 million from $14 million a year earlier. Trading volume reached 28.7 million shares by mid-afternoon. NuScale cited completed engineering work and lower licensing revenue for the drop.
USBC Stock Spikes as a Thin Float Turns a Tokenized-Deposit Bet Into a Momentum Trade
USBC shares surged nearly 59% to $0.81 Tuesday, hitting $0.8824 intraday on over 71 million shares traded, despite no new company news. The move came as Bitcoin and crypto stocks fell, making USBC an outlier. Volume was almost six times the float, with short interest low. Traders cited the firm’s tokenized deposit plans and Bitcoin treasury strategy.
PACS Group Stock Jumps as Raised EBITDA Outlook Cuts Through Regulatory Noise
PACS Group shares surged 23% Tuesday after Q1 results beat estimates, with revenue up 11.2% to $1.42 billion and net income rising to $80.7 million. The company raised its 2026 adjusted EBITDA outlook to $605–$625 million and authorized a $250 million buyback. PACS still faces DOJ and SEC investigations and internal-control issues. Over 2.1 million shares traded as the stock hit $41.63 before settling near $39.30.
Venture Global Stock Jumps as LNG Deals Push Scarcity Into 2026 Guidance
Venture Global shares jumped 16% Tuesday after the LNG exporter raised its 2026 earnings guidance and reported new supply deals with TotalEnergies and Vitol. First-quarter revenue rose 59% to $4.6 billion, with net income up 23% to $488 million. The company said 84% of 2026 cargoes are now contracted, up from 69% last quarter. The stock traded at $13.49, up $1.87, with over 26 million shares changing hands.
Under Armour’s Selloff Shows Investors Still Don’t Trust the Turnaround Math
Under Armour shares plunged nearly 20% Tuesday after the company forecast fiscal 2027 adjusted earnings of 8 to 12 cents per share, far below analysts’ 23-cent estimate. Revenue for the quarter fell 1% to $1.17 billion, with North America sales down 7%. The company raised its restructuring cost estimate to $305 million and expects the overhaul to finish by the end of 2026.
Terns Pharmaceuticals stock stops trading as Merck’s $53 cash deal takes over the chart
Merck has completed its acquisition of Terns Pharmaceuticals, ending Terns’ Nasdaq trading. The last quoted price for Terns shares was $52.95, just below Merck’s $53-per-share cash offer. Over 100 million shares were tendered, allowing Merck to finalize the merger. Terns is now a wholly owned Merck subsidiary.
Apple Holds Up as Hot Inflation Hits Tech, With Investors Paying for iPhone Demand and AI Optionality
Apple shares rose 0.4% to $293.85 at midday Tuesday, outperforming Microsoft, Alphabet and Nvidia, which traded lower. The stock gained after record March-quarter results, a $100 billion buyback, and anticipation for AI announcements at WWDC. The S&P 500 fell 0.9% and Nasdaq dropped 1.6% as inflation rose 3.8% in April. Apple reported $111.2 billion in quarterly revenue and raised its dividend to $0.27 per share.
Archer Aviation Stock Drops as FAA Progress Runs Into Cash-Burn Math
Archer Aviation shares fell 6.6% to $6.11 midday Tuesday despite reaching a key FAA certification milestone. Investors focused on Archer’s $217.7 million quarterly net loss and $188.8 million cash burn, overshadowing regulatory progress. Peer eVTOL stocks Joby and BETA also dropped. Archer ended the quarter with $1.78 billion in liquidity.
Energy Vault’s Eskom Gravity Storage Deal Puts South Africa’s Coal Pivot on the Clock
Energy Vault and Eskom signed a deal to build a 25-MW, 100-MWh gravity energy storage system at Hendrina Power Station in Mpumalanga. The project will use Energy Vault’s EVx 2.0 technology and could scale up to 4 GW at the site. The partners plan to co-develop up to 4 GWh of storage across Southern Africa by 2035. Coal supplied 83% of South Africa’s electricity in 2024, according to official data.
RKLB Stock Pulls Back After Breakout as Neutron Demand Starts to Set the Price
Rocket Lab shares fell 2.4% to $114.58 Tuesday after hitting an all-time high of $123.94 Monday, following a 40% rally last week. The company reported Q1 revenue of $200.3 million, a $2.2 billion backlog, and more launch contracts booked in three months than in all of 2025. Investors cited both profit-taking and continued bullish sentiment on Neutron and defense demand.
SoFi Stock Slips as Truist Puts the Lending-Platform Question Back in Front of Investors
SoFi Technologies traded near $15.75 midday Tuesday, down 51 cents, after Truist cut its price target to $17 and maintained a Hold rating. The move followed record Q1 results but reflected investor doubts about the strength of SoFi’s technology and loan-platform businesses. SoFi’s recent PrimaryBid acquisition did not offset the pressure. Other fintech stocks, including Upstart and Robinhood, also fell.
Circle Stock Gives Back Its Earnings Pop as Arc Ambition Meets Rate Reality
Circle Internet Group shares fell 5.1% to $125.05 by late morning Tuesday after an early surge post-earnings. Revenue for the quarter rose 20% to $694 million but missed one forecast, while net income dropped 15% to $55 million. USDC in circulation climbed 28% to $77 billion. The stock swung from $139.63 to $122.20 as investors weighed growth against rate-sensitive income.
Tesla’s AI premium hits a real-world check as shares reverse from China-FSD rally
Tesla shares fell 3.9% to $427.60 by midday Tuesday after April inflation data came in hotter than expected and Reuters reported slow progress in Tesla’s Texas robotaxi rollout. The stock had surged in recent days on optimism over AI and China, but concerns about execution and valuation resurfaced. Reuters tests found long waits and limited robotaxi availability in Austin, with about 50 Tesla vehicles versus over 250 for Waymo.
PayPal Stock Stalls Near $45 as Truist Cut Tests the Lores Turnaround
PayPal shares hovered near $45 midday Tuesday, little changed despite a price target cut to $44 and a maintained Sell rating from Truist. The firm cited rising rewards spending and soft international payment volume. PayPal reported Q1 total payment volume up 11% to $463.96 billion, but projected a 3% drop in Q2 transaction margin dollars and a 9% decline in adjusted EPS.
Hims & Hers’ GLP-1 Reset Hits the Stock as Investors Reprice Growth Quality
Hims & Hers Health shares fell 14.6% to $24.89 Tuesday after a Q1 net loss of $92.1 million, reversing a $49.5 million profit a year ago. Revenue rose 4% to $608.1 million, but gross margin dropped to 65% from 73% as the company shifted from compounded GLP-1s to branded drugs like Wegovy and Ozempic. Subscribers climbed to 2.584 million, while monthly revenue per subscriber slipped to $80.
POET Stock Rebounds as New COO Gives AI-Photonics Rally a Fresh Test
POET Technologies named Sandeep Kumar as chief operating officer, triggering a 2.95% stock rise to $14.31 on heavy volume after shares hit $15.15 intraday. Kumar, formerly of Silicon Labs, will oversee Malaysia manufacturing as the company targets high-volume production. The move comes after Marvell canceled Celestial AI orders, which had weighed on the stock. Broader tech indices fell Tuesday, but POET shares outperformed.
IREN Stock Slips as Nvidia Deal Runs Into the Price of Building AI Capacity
IREN shares fell about 2.4% to $53.80 Tuesday after the company priced an upsized $2.6 billion convertible-note sale, raising concerns over funding costs and dilution. The notes carry a 1% coupon and can convert at $73.07 per share. IREN reported a $247.8 million net loss last quarter. Peers Cipher Digital, Riot Platforms, and Marathon Digital also traded lower.
SMH vs SOXX vs SOXL: AI Chip ETF Rally Hits Its Hardest Test Yet
The Direxion Daily Semiconductor Bull 3X Shares ETF fell 12.4% Tuesday morning in New York, while VanEck, iShares, and First Trust semiconductor ETFs dropped 3.5% to 4.5%. The declines followed a higher-than-expected U.S. inflation report and came after the S&P 500 and Nasdaq closed at record highs on Monday.
Dow Jones Pulls Back as Hot CPI and $100 Oil Test the 50,000 Trade
The Dow fell 297.98 points to 49,406.49 at 10:00 a.m. ET after April CPI data showed a 3.8% annual rise and energy prices jumped 17.9%. Goldman Sachs and Caterpillar led declines, accounting for most of the drop. The S&P 500 lost 0.57% and the Nasdaq slid 0.92%. Traders pulled back bets on near-term Fed rate cuts as oil topped $100.
US Stock Market Live: Hot CPI and Oil Shock Break Wall Street’s Record Run
U.S. stocks fell Tuesday after April CPI rose 0.6%, with energy and shelter driving inflation above forecasts. The S&P 500 ETF dropped 0.7%, Nasdaq-tracking QQQ lost 1.2%, and small caps slid 1.8% by mid-morning. Treasury yields climbed, and prediction markets showed a high chance of no Fed rate cuts in 2026. Brent crude jumped 3.4% to $107.72 as Middle East tensions disrupted oil flows.
The AI Memory ETF That Beat Bitcoin Mania Just Hit $6.5 Billion in 36 Days
Roundhill Investments’ Memory ETF, trading as DRAM, has reached $6.5 billion in assets just 36 days after launch, fueled by investor demand for AI memory chip exposure. The fund, recently down 4.8% at $52.44, is heavily weighted toward Samsung, SK Hynix, and Micron. A leveraged version has been filed with the SEC. DRAM has drawn over $150 million in retail net buying this month, outpacing flows into Nvidia and Micron.
Intel Stock Pulls Back as AI Foundry Rally Meets Valuation and CPI Pressure
Intel shares fell 2.8% to $125.84 Tuesday morning after a sharp rally fueled by reports of advanced-packaging work with SK hynix and speculation about new foundry customers. The drop followed gains driven by optimism over AI server demand and a possible chipmaking deal with Apple. Intel recently reported Q1 revenue of $13.6 billion, up 7% year-over-year, and forecast Q2 revenue of $13.8–$14.8 billion.
Nvidia’s Record Run Is Now a Test of How Much AI Spending the Market Still Trusts
Nvidia shares climbed 1.2% to near $222 after a record close, as investors positioned ahead of May 20 earnings and focused on strong AI hardware demand from hyperscalers. CEO Jensen Huang was excluded from Trump’s China delegation, highlighting ongoing export risks, but the company’s outlook already assumes no China data center revenue. Nvidia guided first-quarter fiscal 2027 revenue to $78 billion, plus or minus 2%.
Coterra’s Last Trade Turns Into Devon’s First Real Test
Coterra Energy shares stopped trading before May 7 as its merger with Devon Energy closed, converting each Coterra share into 0.70 Devon share. Coterra closed at $32.56 on May 6, down 8.62%, tracking Devon’s post-earnings price. Devon shares traded near $46.52 on May 12, down 0.4%. Devon announced an $8 billion buyback and a 33% dividend increase after the deal.
Hot CPI Shock Hits Nasdaq: Wall Street’s Record Run Stalls as Fed Cut Bets Fade
U.S. stocks fell Tuesday after April inflation exceeded forecasts, with the S&P 500 down 0.4% and the Nasdaq off 0.6%. The Consumer Price Index rose 0.6% in April and 3.8% year-over-year, driven by a 3.8% jump in energy costs. Treasury yields climbed, and major tech shares dropped sharply. Markets now expect the Federal Reserve to keep rates steady into 2027.
Infleqtion Rises With Quantum Peers, but This Week’s Earnings Will Decide the Next Move
Infleqtion shares rose 5.6% to $12.84 in early trading Tuesday, tracking gains across quantum technology stocks after Quantum Computing Inc., Rigetti, and D-Wave posted new Q1 results. Infleqtion is set to report its own first-quarter earnings after the market closes May 14. The rally followed sector peers revealing new revenue and bookings data. No new Infleqtion filings drove the move.
Hecla Mining’s Silver Rally Has a Balance-Sheet Twist, Not Just a Metals Price Story
Hecla Mining shares closed Monday at $20.67, up 11.07%, before easing to $20.44 premarket Tuesday as silver prices remained elevated. The company reported $144 million in first-quarter free cash flow and cleared its long-term debt after redeeming notes. Hecla posted a $19 million net loss due to a $192 million write-down but saw $411 million in sales and higher silver output.
McDonald’s Stock Slides as Value Push Meets a Tougher Consumer Tape
McDonald’s shares traded at $274.60, down 0.4% Tuesday after JPMorgan cut its price target to $305. The company beat Q1 profit and revenue estimates, but April sales turned negative as high gas prices and tighter budgets hurt lower-income customers. U.S. same-store sales missed expectations. Margins at company-operated U.S. restaurants fell 25% from a year earlier.
lululemon’s stock slide is now a test of trust in the turnaround
Lululemon shares fell 3.69% to $126.34 Monday, near a 52-week low, as investors reacted to weak North America sales, lower margins, and uncertainty around a CEO transition set for September. The stock lagged the broader market, with S&P 500 and Dow both up. Lululemon forecasts flat to declining North America revenue for fiscal 2026 and lower earnings per share.
Gold’s $4,700 Test: Iran Standoff and Hot Inflation Put Bullion on the Back Foot
Gold dropped 0.8% to $4,696.07 an ounce in London on Tuesday, reversing earlier gains as a stronger dollar, rising oil prices, and higher-than-expected U.S. inflation weighed on demand. U.S. CPI rose 0.6% in April and 3.8% year-on-year, the largest annual increase since May 2023. Silver, platinum, and palladium also fell. President Trump said the U.S.-Iran ceasefire was on “life support.”
Yen Intervention Fades Fast as USD/JPY Snaps Back Toward 158
Limerick City and County Council has approved Thanos Securities’ plan for 76 apartments at 34-41 Catherine Street, clearing a long-derelict pub and nightclub site for housing. The project includes demolitions, refurbishment of protected structures, and a new six-storey building. Approval comes as local politicians seek a government-backed Limerick city-centre task force, similar to those in Dublin and Cork.
MARA’s Bitcoin Loss Meets an AI Power Bet as Traders Look Past the Miss
MARA Holdings shares rose 3.6% premarket Tuesday despite missing revenue estimates and posting a $1.3 billion quarterly loss. The company retired about 30% of its convertible debt and sold Bitcoin to boost liquidity, ending March with 35,303 Bitcoin. Management emphasized a shift toward energy-backed data infrastructure, highlighting its $1.5 billion Long Ridge Energy acquisition.
First Majestic Silver Pullback Tests Whether Record Q1 Cash Flow Can Outrun Costs
First Majestic Silver reported Q1 revenue up 95% to $476.7 million and net earnings of $128.1 million, but silver output fell and all-in sustaining costs rose to $29.76 per ounce. Shares, which had surged 8% to $23.60, slipped to $22.68 in extended trading as spot silver dropped 3% Tuesday morning. Free cash flow hit $223.5 million, with a record $1.13 billion in the treasury. The company raised its quarterly dividend.
Sea’s Earnings Rebound Is Real, but the Cost Fight Is Not Over
Sea Limited’s U.S.-listed ADRs rose 13% in pre-market trading after first-quarter revenue reached $7.1 billion, beating estimates by over $600 million, though earnings per share missed by 10 cents. Shopee posted record GMV and orders, but its adjusted EBITDA fell as costs climbed. Garena had its strongest quarter since 2021. Monee’s revenue and loan book grew while credit quality held steady.