Today: 22 May 2026
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NASDAQ:CDW 4 February 2026 - 6 May 2026

CDW Corporation Stock Plunges 20% After Revenue Beat Exposes AI Margin Squeeze

CDW Corporation Stock Plunges 20% After Revenue Beat Exposes AI Margin Squeeze

CDW shares fell 19.5% intraday after first-quarter gross margin dropped to 21.0% from 21.6%, despite net sales rising 9.2% to $5.68 billion. Adjusted earnings of $2.28 per share missed analysts’ estimates by one cent. Investors focused on a shift toward lower-margin hardware sales. The stock traded at $110.11, down $26.69 from Tuesday’s close.

Stock Market Today

  • CrowdStrike, Cisco, Palo Alto Lead Cybersecurity Stocks to Record Highs in May
    May 22, 2026, 12:58 PM EDT. Cybersecurity stocks have surged in May, with the First Trust Nasdaq Cybersecurity ETF (CIBR) rising about 25%, outperforming semiconductor and software ETFs. Key players including CrowdStrike, Palo Alto Networks, and Cisco have hit multiple intraday record highs, adding significant market value. This sector outperformance contrasts with the usual tech trend where semiconductors dominate, despite SOXX's 80% gain this year. Cybersecurity's rise reflects its evolving role blending software, cloud, AI, and enterprise IT. However, some names like Zscaler and Okta lag behind. Investors are watching CIBR's key breakout level near $78; sustaining above it may confirm sustained leadership in the tech space, while a fall could signal a tech rally reversal.

Latest articles

Ondas Stock Looks to Next Move After $196.6M AI-Defense Agreement

Ondas Stock Looks to Next Move After $196.6M AI-Defense Agreement

22 May 2026
Ondas shares rose 0.54% to $9.23 in New York Friday after closing its $196.6 million stock acquisition of Israel’s Omnisys on May 21. The company also filed to register the resale of 2.7 million shares tied to a separate Mistral deal. U.S. markets will close Monday for Memorial Day, leaving one session for investors to react. Ondas’ market value stood at $4.57 billion, well below its 52-week high.
HP Up 15% Before Earnings, Wall Street Warns on Rally

HP Up 15% Before Earnings, Wall Street Warns on Rally

22 May 2026
HP Inc. shares surged 15.5% to $25.29 by midday Friday, outpacing the S&P 500 and Nasdaq ahead of its May 27 earnings report. Dell Technologies and Hewlett Packard Enterprise also posted strong gains. Analysts remain divided, with Bank of America maintaining a Sell rating and JPMorgan raising its target to $22, still below HP’s current price. Interim CEO Bruce Broussard leads HP after Enrique Lores stepped down in February.
PicoCELA Jumps Over 100% with Nasdaq Float Draws In Traders

PicoCELA Jumps Over 100% with Nasdaq Float Draws In Traders

22 May 2026
PicoCELA’s U.S.-listed shares surged 141% to $5.43 by midday Friday, with trading volume topping 22 million shares. The spike followed a 60.7% jump Thursday and came despite no new operating news. Shareholders are set to vote May 30 on expanding a Class A preferred share allotment. The company’s float is about 1.08 million shares, according to TipRanks.
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