Marvell’s Pullback May Be the Setup Bulls Were Waiting For Marvell is well-positioned as an AI nuts and bolts play with data center build out accelerating and demand momentum growing. MarketBeat · May 29
Datadog CEO Says AI Demand Is Fueling Broad-Based Growth Beyond AI Natives Datadog (NASDAQ:DDOG) co-founder and CEO Olivier said the company has seen business acceleration over the past several quarters, with growth coming from a broad set of customers rather than a single account or segment. Speaking at a Bernstein event with Senior Analyst Peter Weed, Olivier said the c MarketBeat · May 29
Is Visa Stock Underperforming the Nasdaq? Though Visa has lagged behind the broader Nasdaq Composite over the past year, Wall Street analysts remain strongly optimistic about the stock’s prospects. Barchart · May 29
NetApp Q4 Earnings Call Highlights NetApp (NASDAQ:NTAP) reported record fourth-quarter and fiscal 2026 results, with executives citing strong demand for artificial intelligence infrastructure, public cloud services, all-flash storage and its Keystone storage-as-a-service offering. Chief Executive Officer George Kurian called fiscal MarketBeat · May 29
Viasat Q4 Earnings Call Highlights Viasat (NASDAQ:VSAT) reported record backlog, modest revenue growth and positive free cash flow for fiscal 2026, while executives said the satellite communications company is positioning for growth from new satellite capacity, defense technology programs and a planned shared space infrastructure ven MarketBeat · May 29
AerSale Says Aging Fleets, Engine Shortages Keep Aviation Aftermarket Demand Strong AerSale (NASDAQ:ASLE) Chief Financial Officer Martin Garmendia said the aviation aftermarket remains supported by aging fleets, strong passenger demand and supply chain constraints that are extending the service lives of existing aircraft. Speaking at Jefferies’ second annual MRO Summit, Garmendia MarketBeat · May 28
Autodesk Q1 Earnings Call Highlights Autodesk (NASDAQ:ADSK) reported first-quarter fiscal 2027 results above the high end of its guidance ranges and raised portions of its full-year outlook, while announcing a definitive agreement to acquire MaintainX, a maintenance and asset operations software company. President and CEO Andrew Anagn MarketBeat · May 28
Ambarella Q1 Earnings Call Highlights Ambarella (NASDAQ:AMBA) reported fiscal first-quarter results that landed within its guidance ranges, while management emphasized growing momentum in edge artificial intelligence, automotive telematics and new long-term customer agreements. President and CEO Fermi Wang said the company delivered re MarketBeat · May 28
Applied Materials Bets AI Boom Will Drive Logic, DRAM and Packaging Growth Applied Materials (NASDAQ:AMAT) Chief Executive Officer Gary Dickerson said artificial intelligence is driving a multi-year expansion in semiconductor manufacturing demand, with the company positioned around the areas he described as the fastest-growing parts of wafer fab equipment spending. Speaki MarketBeat · May 28
S&P 500 and Nasdaq 100 Post Record Highs on US-Iran Truce Reports The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.58%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.05%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.84%. June E-mini S&P futures (ESM26 ) rose +0.59%, and June E-mini Nasdaq futures... Barchart · May 28
How major US stock indexes fared Thursday 5/28/2026 U.S. stocks pushed to more records as companies like Dollar Tree, Snowflake and Hormel Foods kept piling up profits AAP · May 28
US stocks today: S&P 500 and Nasdaq hit record closing highs as US and Iran agree to extend ceasefire The S&P 500 and Nasdaq hit record closing highs as hopes of a US Iran ceasefire extension boosted sentiment. Investors also digested US inflation rising to a three-year high and weaker GDP revision. AI and tech stocks led gains, with Microsoft, Snowflake, Eli Lilly and Marvell among top movers today. The Economic Times · May 28
Arteris Maps AI, Data Center and Chiplet Growth Path Toward $250M Revenue Goal Arteris (NASDAQ:AIP) outlined its view of the semiconductor system IP market, its growth strategy and its exposure to AI, data center and chiplet design trends during a TD Cowen TMT conference session with analyst Josh Buchalter. The Arteris representative, identified by Buchalter as Charlie at the MarketBeat · May 28
AI’s Biggest Bottleneck Could Make These 2 Stocks Soar Shifting to high-voltage power architectures makes analog semiconductor companies the ultimate gatekeepers for the booming artificial intelligence market. MarketBeat · May 28
MarketBeat · May 28 Align Technology Highlights New Invisalign Solutions, Financing and Global Growth Align Technology (NASDAQ:ALGN) executives highlighted product innovation, financing initiatives and international expansion as key growth drivers during a discussion at the 2026 Stifel Jaws & Paws Conference. Chief Financial Officer John Morici, joined by Shirley Stacy, vice president of financ
MarketBeat · May 28 American Superconductor Q4 Earnings Call Highlights American Superconductor (NASDAQ:AMSC) reported record fourth-quarter revenue and sharply higher full-year sales, while management said strong order activity across utility, traditional energy, data center, wind and defense markets is setting up the company for continued growth in fiscal 2026. Chair
Barchart · May 28 Stocks Rebound Amid News of a US-Iran Deal The S&P 500 Index ($SPX ) (SPY ) today is up +0.44%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.01%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.62%. June E-mini S&P futures (ESM26 ) are up +0.33%, and June E-mini Nasdaq futures...
AAP · May 28 BC-Most Active Stocks NEW YORK (AP) — prices for the Nasdaq composite, NYSE and NYSE American listed most active stocks.
MarketBeat · May 28 Li Auto Q1 Earnings Call Highlights Li Auto (NASDAQ:LI) executives said the company returned to a sales growth trajectory in the first quarter of 2026, but the Chinese electric vehicle maker reported sharply lower margins and a net loss as product mix and its model refresh cycle weighed on profitability. Chairman and CEO Xiang Li sai
MarketBeat · May 28 Loop Industries Q4 Earnings Call Highlights Loop Industries (NASDAQ:LOOP) used its fourth-quarter and full-year fiscal 2026 corporate update call to highlight progress on its planned commercial recycling facilities in India and Europe, while outlining cost reductions, financing activity and expected sources of future revenue. President, CEO
MarketBeat · May 28 Xunlei Q1 Earnings Call Highlights Xunlei (NASDAQ:XNET) reported a sharp increase in first-quarter 2026 revenue as growth in subscription services and overseas audio live streaming offset the effects of a recent restructuring that removed its cloud computing business from consolidated results. On the company’s earnings call, Investo
MarketBeat · May 28 Icon Q4 Earnings Call Highlights Icon (NASDAQ:ICLR) executives used the company’s latest earnings call to address the results of an accounting investigation, outline fourth-quarter and full-year 2025 performance, and provide guidance for 2026 amid what management described as near-term revenue and margin headwinds. Chief Executive
MarketBeat · May 28 Alarum Technologies Q1 Earnings Call Highlights Alarum Technologies (NASDAQ:ALAR) reported sharply higher first-quarter 2026 revenue and a modest increase in profitability, as management said demand from artificial intelligence and enterprise data workloads continued to drive usage of the company’s data infrastructure platform. Chief Executive O
MarketBeat · May 28 Arxis Q1 Earnings Call Highlights Arxis (NASDAQ:ARXS) reported a strong first quarter in its first earnings call as a public company, with management pointing to broad-based growth across defense and space, commercial aerospace and industrial technology, as well as a strengthened balance sheet following its initial public offering.
Barchart · May 28 Stocks Pressured as Oil Prices Climb on US-Iran Clashes The S&P 500 Index ($SPX ) (SPY ) today is down -0.14%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.27%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.34%. June E-mini S&P futures (ESM26 ) are down -0.17%, and June E-mini Nasdaq futures...