Today: 15 May 2026

ON Semiconductor Stock Jumps as Geely and NIO Deals Put 900V EV Chips in Focus

ON Semiconductor Stock Jumps as Geely and NIO Deals Put 900V EV Chips in Focus

ON Semiconductor shares jumped 8% Wednesday after announcing expanded silicon carbide chip deals with Geely Auto Group and NIO Inc., both focused on 900-volt electric vehicle platforms. The company’s market value reached about $41.2 billion ahead of first-quarter results due May 4. Investors are watching whether new auto-chip wins can offset uneven demand.
29 April 2026
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NXP Stock Jumps 25% as Auto Chip Rebound Powers a Forecast Beat

NXP Stock Jumps 25% as Auto Chip Rebound Powers a Forecast Beat

NXP Semiconductors shares jumped up to 25% Wednesday after the company forecast second-quarter revenue and profit above Wall Street expectations. First-quarter revenue rose 12% to $3.18 billion, with automotive sales up 6% and industrial and IoT revenue up 24%. NXP guided Q2 revenue to $3.35–$3.55 billion and adjusted earnings to $3.29–$3.72 per share. Data-center-related revenue is projected to surpass $500 million in 2026.
29 April 2026
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Alphabet Earnings Today: The $185 Billion AI Question Hanging Over Google’s Stock

Alphabet Earnings Today: The $185 Billion AI Question Hanging Over Google’s Stock

Alphabet will report first-quarter results after U.S. markets close Wednesday, with an earnings call set for 4:30 p.m. EDT. Shares traded near record highs Tuesday, with GOOG at $351.86 and GOOGL at $354.05. Analysts expect revenue of about $107 billion, up 19%, but see earnings per share falling to $2.63 due to a prior-year investment gain. Investors are focused on Gemini AI and cloud growth amid a planned $175–185 billion capex for 2026.
29 April 2026
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Vertiv Just Bought A Liquid-Cooling Specialist As AI Data Centers Turn Up The Heat

Vertiv Just Bought A Liquid-Cooling Specialist As AI Data Centers Turn Up The Heat

Vertiv Holdings Co acquired Strategic Thermal Labs, a Texas-based liquid-cooling specialist, to boost its AI and high-performance computing data center offerings. Vertiv shares rose 0.6% to $307.00, valuing the company at about $119.9 billion. Deal terms were not disclosed. The move follows a 30% jump in Vertiv’s first-quarter net sales and an increased 2026 earnings forecast.
29 April 2026
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Enphase Energy, Inc. Stock Slides as Q1 Reveals a Solar Demand Hangover

Enphase Energy, Inc. Stock Slides as Q1 Reveals a Solar Demand Hangover

Enphase Energy shares dropped 7.3% to $31.80 after reporting a first-quarter revenue decline to $282.9 million and a GAAP loss of $7.4 million. U.S. revenue fell 23% from the prior quarter, with sell-through demand down 48% sequentially. Adjusted earnings beat estimates, but investors appeared unconvinced demand had stabilized. SolarEdge and Sunrun shares also fell in early trading.
29 April 2026
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Western Digital Stock Jumps Before Earnings as AI Storage Demand Gets a Seagate Boost

Western Digital Stock Jumps Before Earnings as AI Storage Demand Gets a Seagate Boost

Western Digital shares rose 9.3% to $427.45 Wednesday after Seagate’s quarterly forecast topped estimates and sent storage stocks higher. Seagate shares jumped 16.6%. Seagate projected fourth-quarter revenue of $3.45 billion and non-GAAP earnings of $5 a share. Western Digital will report fiscal third-quarter results after markets close Thursday.
29 April 2026
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Generac Stock Jumps After Data Center Backlog Forces a 2026 Forecast Reset

Generac Stock Jumps After Data Center Backlog Forces a 2026 Forecast Reset

Generac Holdings raised its 2026 sales outlook after first-quarter net sales rose 12% and commercial and industrial sales jumped 28% to $510 million, driven by data center demand. Shares climbed 11% after adjusted earnings of $1.80 a share beat estimates. The company now expects full-year net sales growth in the mid-to-high teens percentage range, up from its prior forecast. Generac also increased its adjusted EBITDA margin guidance.
29 April 2026
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Lemonade Stock Jumps as Q1 Revenue Surge Sharpens Its 2026 Profit Test

Lemonade Stock Jumps as Q1 Revenue Surge Sharpens Its 2026 Profit Test

Lemonade Inc reported first-quarter revenue of $258 million, up 71% from a year earlier, and narrowed its net loss to $35.8 million, or 47 cents a share. Shares rose 5.6% in premarket trading after results beat estimates. In-force premium climbed 32% to $1.33 billion, with customers up 23% to 3.14 million. The company raised its 2026 outlook and now expects full-year revenue of up to $1.203 billion.
29 April 2026
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Visa Stock Jumps as Earnings Beat and $20 Billion Buyback Ease Spending Fears

Visa Stock Jumps as Earnings Beat and $20 Billion Buyback Ease Spending Fears

Visa shares jumped 5% premarket Wednesday after the company beat quarterly profit estimates, raised its full-year outlook, and announced a $20 billion buyback. Adjusted net income rose to $6.3 billion, or $3.31 a share, topping forecasts. Payments volume climbed 9%, cross-border volume 12%. Visa cited resilient consumer spending but flagged Middle East tensions as a risk to travel flows.
29 April 2026
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Regeneron Earnings Beat, But Eylea Still Clouds REGN Stock

Regeneron Earnings Beat, But Eylea Still Clouds REGN Stock

Regeneron Pharmaceuticals reported first-quarter revenue of $3.605 billion, up 19%, and adjusted earnings of $9.47 per share, both above analyst estimates. Dupixent sales rose 33% and Libtayo 54%, while total U.S. Eylea sales fell 10%. Shares dropped 1.1% premarket. The FDA delayed a decision on a second Eylea HD syringe manufacturer; Regeneron cut its 2026 gross-margin forecast due to repairs in Ireland.
29 April 2026
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Humana Stock Drops After Earnings Beat: Medicare Advantage Headwind Keeps Pressure On

Humana Stock Drops After Earnings Beat: Medicare Advantage Headwind Keeps Pressure On

Humana beat first-quarter profit estimates, earning $10.31 per share adjusted, but shares fell over 6% premarket after it kept its 2026 profit outlook unchanged and cut its GAAP earnings forecast. Revenue rose to $39.65 billion. The insurer cited lower Medicare Star Ratings for the earnings decline and said medical and pharmacy costs are “slightly better” than expected. Competitors Centene, UnitedHealth, and Elevance recently raised their annual forecasts.
29 April 2026
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Bloom Energy Stock in Focus After Record Q1 Earnings and Oracle AI Power Deal

Bloom Energy Stock in Focus After Record Q1 Earnings and Oracle AI Power Deal

Bloom Energy raised its 2026 revenue forecast to $3.4–$3.8 billion after first-quarter revenue surged 130% to $751.1 million, beating analyst estimates. Net profit reached $70.7 million, reversing a year-ago loss. Oracle and BorderPlex said their New Mexico data center project will use up to 2.45 GW of Bloom fuel-cell capacity. Shares last traded at $226.37, down $8.36 before the market opened.
29 April 2026
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Gas Prices Hit $4.23 as Iran Oil Shock Reaches U.S. Pumps

Gas Prices Hit $4.23 as Iran Oil Shock Reaches U.S. Pumps

U.S. average gasoline prices rose to $4.229 a gallon Wednesday, up 21 cents from a week ago, AAA reported. Brent crude climbed above $114 as traders reacted to ongoing disruptions near Iran and the Strait of Hormuz. Refineries in the Midwest faced outages, tightening supply. The Federal Reserve is expected to hold rates steady as officials monitor energy-driven inflation.
29 April 2026
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KPMG’s $60 Million Pentagon Contract Loss Ends Its U.S. Federal Audit Run

KPMG’s $60 Million Pentagon Contract Loss Ends Its U.S. Federal Audit Run

KPMG will close its U.S. federal government audit business and reassign over 450 staff after losing a $60 million annual Pentagon contract, the Financial Times reported. The firm had audited the Army for nearly a decade, with its latest contract rising to $64 million a year. The Pentagon is shifting to consolidated audits and aims for a clean audit by 2028. KPMG expects to exit federal audit work by 2030.
29 April 2026
Robinhood Stock Slides After Crypto Slump Hits Earnings — What Investors Need to Know

Robinhood Stock Slides After Crypto Slump Hits Earnings — What Investors Need to Know

Robinhood shares dropped about 10% in premarket trading Wednesday after first-quarter profit and revenue missed estimates. Crypto revenue plunged 47% to $134 million, offsetting gains in equities and options. Transaction-based revenue rose 7% to $623 million, below analyst forecasts. Net income increased 3% to $346 million, or 38 cents per share.
29 April 2026
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Stock Market Today

  • Blackstone (BX) Share Price Drops 22.9% This Year; Analysts Evaluate Fair Value
    May 15, 2026, 4:56 AM EDT. Blackstone's (BX) shares, down 22.9% year-to-date and hovering around $122.46, are drawing fresh scrutiny from investors. Despite recent headwinds, the private equity giant shows a strong three- and five-year return exceeding 60%, though the past year indicated a 13.5% decline. Using the Excess Returns model, which measures returns on equity against funding costs, Blackstone's intrinsic value is estimated at $112.76, slightly below current market price, suggesting shares are fairly valued but close to potential overvaluation. The firm's valuation score rates low at 1 out of 6, signaling caution. Market watchers should stay alert for shifts, as valuation impacts and market conditions continue to evolve.

Latest articles

Sandisk Stock Warning: The $1,150 SNDK Offer Investors Are Being Told to Reject

Sandisk Stock Warning: The $1,150 SNDK Offer Investors Are Being Told to Reject

15 May 2026
Sandisk Corp urged shareholders to reject Tutanota LLC’s unsolicited offer to buy up to 100,000 shares at $1,150 each, about 17% below Thursday’s $1,382.72 closing price. Sandisk said the offer covers less than 0.07% of its stock and warned investors could sell below market value. The offer expires May 20 unless extended. Sandisk shares have surged on strong AI memory chip demand and recent earnings.
Applied Materials Stock Rises as AI Boom Powers Record Revenue and Strong Outlook

Applied Materials Stock Rises as AI Boom Powers Record Revenue and Strong Outlook

15 May 2026
Applied Materials forecast fiscal third-quarter revenue of about $8.95 billion, beating Wall Street’s $8.09 billion estimate. The company reported record second-quarter revenue of $7.91 billion and adjusted earnings of $2.86 a share, both above expectations. Shares rose 3% in after-hours trading, last at $440.56. Applied expects its semiconductor equipment business to grow over 30% in 2026.
Why POET Technologies Stock Jumped After a $50 Million Lumilens AI Optics Order

Why POET Technologies Stock Jumped After a $50 Million Lumilens AI Optics Order

15 May 2026
POET Technologies shares surged 43% after Lumilens placed a $50 million initial order under a new AI networking partnership, with potential to exceed $500 million over five years. POET reported Q1 revenue of $503,389 and a net loss of $12.3 million. The agreement gives Lumilens a warrant for up to 22.9 million shares at $8.25 each. Production depends on successful development, with samples expected in late 2026.
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