Daily Digest
Daily Digest
Pomegra Newswire - Page 77 of 82
Daily market coverage from the PomiNews desk - every story with sentiment, impact, and key takeaways
Cloudflare slashes 1,100 jobs — 20% of its global workforce — citing a 600% surge in internal AI usage, sending NET shares tumbling 19% in after-hours trading on May 7, 2026.
CoreWeave (CRWV) posted Q1 2026 revenue of $2.08B, up 112% year-over-year, beating estimates, but Q2 guidance of $2.45–$2.6B fell short of the $2.69B Wall Street consensus, sending shares down 10% aft...
Datadog's Q1 2026 revenue hit $1.006 billion — up 32% year-over-year — crushing Wall Street's $960M forecast and triggering the stock's biggest single-day gain since its 2019 IPO.
McDonald's Q1 2026 revenue hit $6.52B, beating estimates, with global comparable sales up 3.8% and adjusted EPS of $2.83 topping Wall Street's $2.74 forecast.
Supermicro shares surged 19% after-hours on May 5, 2026, after Q4 guidance topped Wall Street estimates and gross margins staged a sharp recovery on robust AI infrastructure demand.
Anthropic commits $200 billion to Google Cloud over five years in a landmark AI compute deal that now represents over 40% of Alphabet's $462 billion revenue backlog.
Advanced Micro Devices posted $10.25 billion in Q1 2026 revenue — up 38% year-over-year — smashing analyst estimates as AI data center demand hit a new gear.
AI-native restructuring
Palantir shattered Q1 2026 consensus with $1.63B in revenue — 85% year-over-year growth, its fastest since the 2020 IPO — and raised full-year guidance to $7.65B, 71% annual growth.
Iran's navy claimed missile strikes on US vessels entering the Strait of Hormuz on May 4, 2026, as Washington launched "Project Freedom" to rescue 20,000 stranded seafarers, sending Brent crude surgin...
Nebius Group agreed to acquire Eigen AI for $643 million in a cash-and-stock deal, bringing MIT-bred inference optimization talent in-house to dominate the AI cloud market.
eBay shares surged more than 15% in after-hours trading on May 2, 2026, after the Wall Street Journal reported GameStop is preparing a takeover bid targeting a $100 billion valuation.
Reddit's Q1 2025 revenue hit $392.4 million, beating Wall Street's $370 million estimate, as daily active users rose 31% — though after-hours gains faded on macro and Google search concerns.
RevPAR growth
SanDisk (SNDK) surged past $1,000 as Q3 FY2026 results shattered Wall Street forecasts, with revenue hitting $5.95B and EPS of $23.41 — fueled by a 233% data center explosion and a $6B share buyback.
Microsoft beat Wall Street on revenue and EPS in Q3 FY2026, with Azure growing 40% and annualized AI revenue hitting $37 billion, even as a $190B capex forecast rattled markets.
Amazon crushed Q1 2026 Wall Street estimates with $181.5B in revenue and AWS accelerating to 28% growth — its strongest quarter since late 2022 — as AI demand surged.
Alphabet reported $109.9 billion in Q1 2026 revenue — beating estimates by 3% — as Google Cloud hit $20 billion and net profit soared 81% to $62.6 billion.
Meta Platforms beat Q1 2026 earnings with $56.3B in revenue, yet shares fell 7% after-hours as the company raised its 2026 AI capex forecast to as high as $145 billion.
SoFi Technologies posted record Q1 2026 revenue of $1.1 billion, up 43% year-over-year, but SOFI shares tumbled roughly 9% after EPS came in flat and full-year guidance held unchanged.
Brent crude surged above $111 per barrel on April 29, 2026, extending an eight-session winning streak driven by the Strait of Hormuz blockade, U.S.-Iran war uncertainty, and the UAE's shock OPEC exit.
Robinhood Markets posted $1.07 billion in Q1 2026 revenue — a 15% year-over-year gain that still fell short of Wall Street's $1.13 billion target.
Amsterdam-based AI cloud provider Nebius Group is in advanced acquisition talks with Israeli AI startup AI21 Labs, a deal that would vault the Nasdaq-listed company beyond pure-play GPU infrastructure...
The United Arab Emirates has issued a formal notification of withdrawal from the Organization of the Petroleum Exporting Countries on April 28, 2026, a move that delivers the most consequential struct...
OpenAI fell short of multiple internal revenue benchmarks and a key user growth milestone in recent months, triggering a sell-off across AI-linked equities.
Microsoft and OpenAI unveiled a sweeping overhaul of their landmark alliance on April 27, 2026, ending Microsoft's exclusive right to OpenAI's artificial intelligence models and capping the revenue sh...
Beijing's top economic planner has formally blocked Meta Platforms' $2 billion takeover of agentic AI startup Manus, delivering a direct blow to Mark Zuckerberg's artificial intelligence ambitions and...
The most consequential earnings week of 2026 arrives Wednesday, April 29, as Microsoft, Alphabet, Amazon, and Meta Platforms simultaneously report Q1 results
U.S. equity futures opened Monday, April 27, muted after four straight weeks of gains, as investors weighed a new Iranian proposal to reopen the Strait of Hormuz against still-rising crude oil prices....
Nearly two months into what analysts call the worst energy supply disruption since the 1970s oil crisis, the Strait of Hormuz remains effectively closed to international commercial shipping as of Apri...
Pomegra