Today: 7 April 2026
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Earnings Reports 20 March 2026 - 6 April 2026

Oklo stock: insider-sale filings point to about $11 million, not $21 million, after earnings miss

Oklo stock: insider-sale filings point to about $11 million, not $21 million, after earnings miss

Oklo co-founders Jacob DeWitte and Caroline Cochran reported April 1 stock sales totaling about $10.1 million, not $21 million as some summaries stated, according to SEC filings. CFO Richard Bealmear sold $834,000 in shares after exercising options. Oklo shares traded at $48.76 Monday. The company reported no 2025 revenue and a $105.7 million net loss.
UnitedHealth Stock Gets Lift Ahead of Q1 Earnings After Medicare Advantage Rate Boost

UnitedHealth Stock Gets Lift Ahead of Q1 Earnings After Medicare Advantage Rate Boost

U.S. officials approved a 2.48% increase in 2027 Medicare Advantage rates Monday, sending UnitedHealth Group shares higher after months of pressure. The move adds over $13 billion to plan payments, exceeding analyst expectations. UnitedHealth reports first-quarter results April 21, with analysts forecasting an 8% earnings drop from last year. CMS kept tighter risk-adjustment rules despite the higher rates.
Lumentum Back in Focus Ahead of Earnings as AI Optics Bottleneck Trade Gathers Pace

Lumentum Back in Focus Ahead of Earnings as AI Optics Bottleneck Trade Gathers Pace

Lumentum Holdings will report fiscal Q3 results on May 5. Shares fell 1.3% after recent gains tied to Nvidia’s $2 billion investment and purchase commitment for advanced laser components. Fiscal Q2 revenue rose to $665.5 million from $402.2 million a year earlier, driven by demand for optical circuit switches. Lumentum recently acquired a North Carolina facility to expand optical device production.
IBM Stock Faces April 22 Earnings Test as AI Deals Meet Wall Street Doubts

IBM Stock Faces April 22 Earnings Test as AI Deals Meet Wall Street Doubts

IBM shares fell 0.7% to $246.43 Monday despite announcing a new AI project with Tata Play Fiber in India. Investors remain focused on IBM’s April 22 earnings report after a February selloff triggered by concerns over mainframe demand and competition from Anthropic’s Claude Code tool. IBM’s stock remains well below its 52-week high of $324.90.
Applied Digital Stock Braces for Q3 Earnings After $2.15 Billion Debt Bet

Applied Digital Stock Braces for Q3 Earnings After $2.15 Billion Debt Bet

Applied Digital shares rose 3.6% to $25.45 Monday ahead of fiscal Q3 results due after the April 8 close. Options traders are pricing a 16.5% move in the stock after the release. The company recently added $2.15 billion in secured notes for its Polaris Forge 2 campus, where Oracle is a major tenant. Investors are focused on lease revenue growth and the company’s rising debt load.
RH Stock Tumbles After Revenue Miss, Weak Q1 Outlook Clouds Luxury Expansion Push

RH Stock Tumbles After Revenue Miss, Weak Q1 Outlook Clouds Luxury Expansion Push

RH shares fell sharply in after-hours trading Tuesday after the company missed fourth-quarter revenue and earnings estimates, reporting $842.6 million in revenue and $1.53 per share in adjusted earnings. The retailer warned first-quarter sales would decline 2% to 4%. RH cited $30 million in tariff-related impacts and $10 million from weather disruptions. The stock dropped from $139.98 to $114.07 after the report.
IBM Stock Rises, but AI Bet and Q4 Beat Still Can’t Shake Selloff Fears

IBM Stock Rises, but AI Bet and Q4 Beat Still Can’t Shake Selloff Fears

IBM shares rose 0.4% Monday but remain nearly 27% below their 52-week high after a sharp early-year selloff. The company completed its $11 billion Confluent acquisition on March 17 and will report first-quarter results April 22. IBM stopped disclosing standalone AI revenue, removing a key metric for investors. Bank of America reiterated a Buy rating and $340 target on March 10.
Paycom Stock Slides 5% as Software Selloff Intensifies, 2026 Growth Worries Linger

Paycom Stock Slides 5% as Software Selloff Intensifies, 2026 Growth Worries Linger

Paycom Software shares dropped 4.85% to $117.06 on Friday, outpacing declines in the S&P 500 and Nasdaq. The selloff followed last month’s weak 2026 revenue outlook, which remains below analyst forecasts. Director Archana Vemulapalli will leave the board March 31, according to an SEC filing. Paycom’s market value closed at about $12.0 billion.
UnitedHealth Stock Slides Again as April Earnings Loom, Putting UNH Valuation Under New Scrutiny

UnitedHealth Stock Slides Again as April Earnings Loom, Putting UNH Valuation Under New Scrutiny

UnitedHealth Group shares dropped over 4% Friday to $257.04, deepening losses after a 1.6% fall earlier in the week. Humana, Elevance, and Cigna also declined, while the Health Care Select Sector SPDR ETF slipped 1.5%. Analysts expect UnitedHealth’s first-quarter profit to fall 8.1% from last year, with investors focused on April 21 results for signs of easing medical costs.
Unity Software Stock Price Surges 11% After Q1 Revenue Beat, Ad Exit Plan

Unity Software Stock Price Surges 11% After Q1 Revenue Beat, Ad Exit Plan

Unity shares jumped 11% to $19.01 after the company raised its first-quarter revenue and profit outlook and announced plans to shut the ironSource Ads Network and sell Supersonic. Unity now expects Q1 revenue of $505–$508 million and adjusted EBITDA of $130–$135 million, both above previous targets. The moves follow a steep decline in the stock earlier this year.
GameStop Q4 Earnings: Sales Fall 14%, but $9 Billion Cash Pile Puts Ryan Cohen’s Next Move in Focus. (Business Wire)

GameStop Q4 Earnings: Sales Fall 14%, but $9 Billion Cash Pile Puts Ryan Cohen’s Next Move in Focus. (Business Wire)

GameStop’s fourth-quarter revenue fell 14% to $1.104 billion, with net income down to $127.9 million. Cash, cash equivalents, and marketable securities jumped to $9.0 billion from $4.8 billion a year earlier. Collectibles made up 33.1% of sales as hardware and software revenue dropped. GameStop signed an agreement for a possible sale of its French operations and is winding down in New Zealand.
Nu Holdings Stock Jumps 6% as Wall Street Rebounds, but Nubank Cost Questions Linger

Nu Holdings Stock Jumps 6% as Wall Street Rebounds, but Nubank Cost Questions Linger

Nu Holdings shares jumped nearly 6% to $14.78 Monday, with trading volume nearing 60 million shares. The rebound followed news that planned U.S. strikes on Iranian energy assets would be postponed, easing pressure on growth stocks. Other Brazilian financial stocks also rallied. Nu’s U.S. bank charter remains pending, and its Mexico expansion faces high costs despite a new deal with Oxxo.
Ondas Stock Falls After Final Q4 Earnings Reverse Profit Signal, 2026 Revenue Target Jumps to $375M

Ondas Stock Falls After Final Q4 Earnings Reverse Profit Signal, 2026 Revenue Target Jumps to $375M

Ondas Inc. posted a $101 million fourth-quarter net loss after an $82.2 million non-cash warrant charge, reversing its earlier estimate of a $102 million net gain. Full-year revenue jumped to $50.7 million from $7.2 million in 2024, led by Ondas Autonomous Systems. The company raised its 2026 revenue target to at least $375 million. Cash holdings stood at $594.4 million at year-end.
FedEx Stock Price Jumps After Earnings Beat, Outlook Raise as Wall Street Falls

FedEx Stock Price Jumps After Earnings Beat, Outlook Raise as Wall Street Falls

FedEx shares climbed 1.5% to $361.56 Friday after the company raised its full-year profit forecast and reported adjusted quarterly earnings of $5.25 a share, up from $4.51 a year earlier. Revenue rose to $24.0 billion. FedEx cited strong Express unit performance and said early March shipping demand held steady despite higher fuel costs. UPS shares slipped 0.03% as major indexes fell for a fourth straight week.
Ondas Stock Price Today: ONDS Slides After Filing Flips Q4 to Profit Ahead of March 25 Earnings

Ondas Stock Price Today: ONDS Slides After Filing Flips Q4 to Profit Ahead of March 25 Earnings

Ondas shares dropped 5% to $10.19 after the company revised its fourth-quarter outlook from a loss to a profit, citing a $102 million gain from warrant liability revaluation. Revenue guidance was unchanged at $29.1 million to $30.1 million. Final results are due March 25, following announcements of an INDO acquisition, a Heidelberg joint venture, and investment in Unusual Machines’ stock sale.
Micron Stock Today: MU Slips Again After Blowout Earnings as $25 Billion Capex Plan Rattles Investors

Micron Stock Today: MU Slips Again After Blowout Earnings as $25 Billion Capex Plan Rattles Investors

Micron Technology shares fell 0.4% to $442.65 Friday, extending a 3.8% drop from Thursday, as investors reacted to record results and a strong forecast but focused on a sharp rise in capital spending. The company expects fiscal 2026 capex to exceed $25 billion, with more increases in 2027 for projects in Taiwan and the U.S. Micron forecast third-quarter revenue of $33.5 billion, far above analyst estimates.
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Stock Market Today

  • Citrini Research Analyst Reports Partial Shipping Flow Through Strait of Hormuz Amid Tensions
    April 7, 2026, 4:49 AM EDT. Citrini Research said it sent an analyst to Oman's Musandam Peninsula to observe shipping in the Strait of Hormuz, a crucial oil passage. Contrary to market fears of a complete shutdown, the analyst reported that vessel traffic continues, averaging about 15 ships per day, despite many ships disabling their AIS tracking systems. This suggests Iran is selectively permitting passage through a 'functional checkpoint' rather than enforcing a full blockade. Citrini's findings challenge the dominant narrative of total disruption and indicate a nuanced, evolving situation impacting global oil markets.
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