Akamai Stock Is Jumping Before Earnings: The API Security Bet Investors Are Watching

Akamai Stock Is Jumping Before Earnings: The API Security Bet Investors Are Watching

Akamai shares jumped about 10% Tuesday after launching new API security tools ahead of its first-quarter earnings report, with the stock near $116 and a market value of $16.8 billion. The company said its Security Posture Center will help firms measure and control API risks as incidents tied to AI rise. Cloudflare and Fastly also saw double-digit gains. Akamai’s earnings call is set for Thursday at 4:30 p.m. ET.
Sadot Stock Doubles as Nasdaq Filing Scare Fades—but the Balance Sheet Still Looks Bruised

Sadot Stock Doubles as Nasdaq Filing Scare Fades—but the Balance Sheet Still Looks Bruised

Sadot Group shares jumped 99% Tuesday after Nasdaq closed a compliance case tied to the company’s late 2025 annual report. The filing showed a 65% drop in revenue, a $93.4 million net loss, and a “going concern” warning from auditors. Sadot reported a $54.8 million working capital deficit and said most debt is in default. The company is seeking new financing.
GeneDx Stock Crash: WGS Plunges After Guidance Cut Raises Reimbursement Fears

GeneDx Stock Crash: WGS Plunges After Guidance Cut Raises Reimbursement Fears

GeneDx shares dropped 51% to $33.12 after the company cut its 2026 revenue forecast and lowered full-year guidance to $475–$490 million. First-quarter revenue rose 17% to $102.3 million, but missed expectations as reimbursement rates and product mix hurt sales. The company posted an adjusted net loss of $8.2 million. Management maintained its target for positive adjusted net income this year.
Cipher Digital Stock Jumps After $200 Million Credit Line, New AI Data Center Lease

Cipher Digital Stock Jumps After $200 Million Credit Line, New AI Data Center Lease

Cipher Digital shares jumped 16% Tuesday after the company reported a wider first-quarter net loss of $114.3 million but announced a third AI data center campus lease and a $200 million revolving credit facility. Bitcoin mining revenue fell to $34.8 million from $49 million a year earlier. The company now claims $11.4 billion in contracted lease revenue and 907 megawatts of operating and contracted capacity.
Eaton Stock Falls Despite Record Q1 as AI Data-Center Boom Tests Margins

Eaton Stock Falls Despite Record Q1 as AI Data-Center Boom Tests Margins

Eaton shares fell about 2% Tuesday after the company posted record first-quarter sales of $7.5 billion, up 17% from a year earlier, but reported thinner margins and a profit outlook that missed some analyst expectations. Adjusted earnings were $2.81 a share, above Wall Street forecasts, while segment margins dropped 1.2 percentage points. Eaton closed $11 billion in acquisitions during the quarter, including Boyd Thermal for $9.55 billion.
Fiserv Stock Slides After Revenue Miss: Why Its 2026 Turnaround Just Got Harder

Fiserv Stock Slides After Revenue Miss: Why Its 2026 Turnaround Just Got Harder

Fiserv missed first-quarter adjusted revenue estimates, reporting $4.68 billion versus the expected $4.73 billion, as organic sales declined in both Merchant and Financial Solutions segments. Shares dropped nearly 10% to $56.59. Adjusted operating margin narrowed to 29.7% from 37.8% a year earlier. Management maintained its 2026 profit and organic revenue outlook.
Western Digital Stock Nears $500 as WDC’s AI Storage Boom Drowns Out Earnings-Drop Jitters

Western Digital Stock Nears $500 as WDC’s AI Storage Boom Drowns Out Earnings-Drop Jitters

Western Digital shares rose 6% to $469.44 Tuesday after reporting fiscal Q3 revenue up 45% to $3.34 billion and adjusted earnings of $2.72 per share, both above analyst estimates. The company raised its quarterly dividend by 20% and forecast Q4 revenue of $3.65 billion, also topping expectations. Cloud accounted for 89% of revenue. Peer Seagate reported Q3 revenue of $3.11 billion and guided higher for Q4.
BMO’s AI Push Now Targets Business Clients — And Earthquake Risk

BMO’s AI Push Now Targets Business Clients — And Earthquake Risk

Bank of Montreal is expanding use of an AI tool that analyzes payments data to boost sales to mid-market clients, deploying Codat’s technology in the U.S. and planning a Canada pilot. The system connects to over 20 accounting platforms and flags payment patterns, aiming to shift more transactions from checks to cards. BMO reports some clients increased card payments by 45% after adopting the tool.
Cloudflare Stock Jumps Before Earnings as Forrester Edge Win Puts AI Bet on Trial

Cloudflare Stock Jumps Before Earnings as Forrester Edge Win Puts AI Bet on Trial

Cloudflare shares jumped 7.9% Tuesday after the company said Forrester named it a leader in edge development platforms, ahead of its May 7 earnings report. The stock hit $244.02 intraday. Investors are watching if Cloudflare can convert rising AI and developer demand into profit. Cloudflare expects Q1 revenue of $620–$621 million.
Fastly Stock Surges Before Earnings as AI Cloud Rally Raises the Stakes

Fastly Stock Surges Before Earnings as AI Cloud Rally Raises the Stakes

Fastly shares rose 15% to $31.66 Tuesday, extending a sharp 2026 rally ahead of its first-quarter earnings due after Wednesday’s close. The surge followed DigitalOcean’s report of 22% revenue growth and a 221% jump in AI customer annual recurring revenue. Wall Street expects Fastly to post Q1 revenue of $170.26 million and adjusted earnings of 8 cents a share. Fastly stock is up over 200% this year, trading near its 52-week high.
Dow Jones Today: Why the Dow Is Rising as Oil Falls and Earnings Take Over

Dow Jones Today: Why the Dow Is Rising as Oil Falls and Earnings Take Over

The Dow Jones Industrial Average rose 265.17 points, or 0.54%, to 49,207.07 on Tuesday as oil prices dropped 3.47% to $110.47 a barrel. Gains were led by Caterpillar and 3M, while DuPont shares climbed after raising its 2026 outlook. Job openings fell but hiring increased in March, according to the Labor Department. The ISM services PMI slipped to 53.6 in April, with cost pressures persisting.
US Stock Market Today: Nasdaq Hits Record as Oil Retreats and Earnings Lift Wall Street

US Stock Market Today: Nasdaq Hits Record as Oil Retreats and Earnings Lift Wall Street

The S&P 500 rose 0.83% to 7,260.23 and the Nasdaq gained 1% as tech shares led a rebound, while Brent crude fell 3.31% to $110.65. LSEG data showed first-quarter S&P 500 earnings growth above 18%, with 83% of companies beating estimates. Job openings dropped but hiring surged in March. The Federal Reserve kept rates steady, citing inflation and Middle East uncertainty.
Lumentum Stock Is Up 1,400%: Wall Street Just Raised the AI Bet Before Earnings

Lumentum Stock Is Up 1,400%: Wall Street Just Raised the AI Bet Before Earnings

Lumentum shares traded near $1,016 Tuesday, up 4%, after Stifel and Loop Capital raised price targets to $1,100 and $1,400 ahead of the company’s fiscal Q3 report. The stock has surged 1,444% over the past year. Lumentum previously guided for Q3 revenue of $780 million to $830 million and adjusted earnings of $2.15 to $2.35 a share. Results are due after the market close.
POET Technologies Stock Jumps 30% as Marvell Order Fallout Becomes a Legal Test

POET Technologies Stock Jumps 30% as Marvell Order Fallout Becomes a Legal Test

POET Technologies shares surged 30% to $9.25 in heavy Nasdaq trading Tuesday after a securities class action was filed over the company’s disclosure of canceled Marvell-linked orders. The lawsuit, filed in New Jersey federal court, names POET, CEO Suresh Venkatesan, and CFO Thomas Mika as defendants. POET said Marvell canceled all Celestial AI purchase orders on April 23, citing confidentiality breaches.
Sterling Infrastructure Stock Rockets as Data Center Boom Sends Q1 Revenue Up 92%

Sterling Infrastructure Stock Rockets as Data Center Boom Sends Q1 Revenue Up 92%

Sterling Infrastructure shares jumped nearly 47% late Tuesday morning after first-quarter revenue surged 92% to $825.7 million, driven by data center and semiconductor projects. Net income rose to $96 million, or $3.09 per share. The company raised its 2026 revenue forecast to up to $3.8 billion and said E-Infrastructure work made up 72% of first-quarter revenue. Backlog reached $3.8 billion at March 31.
DigitalOcean Stock Jumps 36% After AI Cloud Growth Sends 2026 Guidance Higher

DigitalOcean Stock Jumps 36% After AI Cloud Growth Sends 2026 Guidance Higher

DigitalOcean shares surged 36% Tuesday after the company raised its 2026 and 2027 revenue forecasts, citing higher demand for AI workloads and larger contracts. First-quarter revenue climbed 22% to $258 million, while net income dropped 59% to $16 million. The company increased its credit facility by $112.5 million and completed an $888 million share offering, using $500 million to repay debt.
Digi Power X Stock Jumps as $1.1 Billion Cerebras Deal Puts Alabama AI Campus in Play

Digi Power X Stock Jumps as $1.1 Billion Cerebras Deal Puts Alabama AI Campus in Play

Digi Power X signed a 10-year, $1.1 billion agreement with Cerebras Systems to host a 40-megawatt AI data center campus in Columbiana, Alabama. The deal could reach $2.5 billion with renewals. Digi Power X shares jumped about 30% to $5.145 in late-morning trading. Construction on the first phase is set to begin immediately, with initial service targeted for December 2026.
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Stock Market Today

  • Dow Surges Past 50,000, S&P 500 and Nasdaq Hit Records on AI Rally
    May 14, 2026, 4:27 PM EDT. U.S. stocks climbed sharply Thursday as the Dow Jones Industrial Average retook the 50,000 mark and the S&P 500 and Nasdaq Composite surged to fresh all-time highs. Nvidia shares jumped over 4%, pushing its market value to a record $5.7 trillion amid strong demand for AI chips and U.S. approval of sales to several Chinese firms. The AI trade reignited optimism as President Trump and Xi Jinping began a high-stakes U.S.-China summit, focusing on trade, technology, and geopolitical tensions. Meanwhile, Cisco stock rose following an earnings beat and restructuring plan focusing on AI. Higher oil prices linked to geopolitical risks helped lift U.S. retail sales, underscoring inflationary pressures impacting rate cut expectations.

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