NVDA
Adobe's $25 Billion Buyback Sends a Clear Signal. Yet Shares Remain Dirt Cheap.
The creative software giant is using its enormous cash flow to scoop up its own beaten-down shares -- and the stock still looks unusually cheap.
Motley Fool  ·  May 05, 2026 READ →
BTCUSDT
Saylor's Strategy posts wider quarterly loss on bitcoin slump
Michael Saylor's Strategy reported a wider first-quarter loss on Tuesday, hammered by a slump in bitcoin ‌prices that weighed on the value of its sizeable crypto ‌holdings amid heightened market volatility. A sharp downturn in bitcoin prices since October, later exacerbated ​by escalating Middle East tensions, has underscored the vulnerability of digital assets to broader risk aversion, with investors leaning towards safer options amid concerns over lofty AI valuations and uncertainty around U.S. Federal Reserve ‌policy. Though bitcoin prices have ⁠bounced back partially, the world's largest cryptocurrency has lost 7% in value in 2026.
Reuters  ·  May 05, 2026 READ →
GOOGL
Anthropic commits to spending $200 billion on Google's cloud and chips, the Information reports
May 5 () - Anthropic has committed to spend $200 billion with ‌Google Cloud over five years ‌as part of a recent agreement, the ​Information reported on Tuesday, citing a person with knowledge of the matter. The commitment indicates that the AI ‌startup represents ⁠more than 40% of the "revenue backlog" Google disclosed to ⁠investors last week, reflecting contractual commitments from its cloud customers, ​according to ​the report.
Reuters  ·  May 05, 2026 READ →
AMD
AMD (NASDAQ:AMD) Reports Strong Q1
Computer processor maker AMD (NASDAQ:AMD) reported Q1 CY2026 results exceeding the market’s revenue expectations, with sales up 37.8% year on year to $10.25 billion. On top of that, next quarter’s revenue guidance ($11.2 billion at the midpoint) was surprisingly good and 6.3% above what analysts were expecting. Its non-GAAP profit of $1.37 per share was 5.8% above analysts’ consensus estimates.
StockStory  ·  May 05, 2026 READ →
BTCUSDT
Cipher Mining Inc. Q1 2026 Earnings Call Summary
Moby summary of Cipher Mining Inc.'s Q1 2026 earnings call
Moby  ·  May 05, 2026 READ →
MSFT
AudioCodes Ltd. Q1 2026 Earnings Call Summary
Moby summary of AudioCodes Ltd.'s Q1 2026 earnings call
Moby  ·  May 05, 2026 READ →
AMD
AMD Stock Jumps As AI Data Center Sales Drive Q1 Beat
Advanced Micro Devices beat estimates for the first quarter on strong sales of AI infrastructure and data center chips. AMD stock rose.
Investor's Business Daily  ·  May 05, 2026 READ →
NVDA
AMD Stock Jumps As AI Data Center Sales Drive Q1 Beat
Advanced Micro Devices beat estimates for the first quarter on strong sales of AI infrastructure and data center chips. AMD stock rose.
Investor's Business Daily  ·  May 05, 2026 READ →
AMD
AMD Q1 2026 earnings: revenue up 38% on AI chip demand
The chipmaker's data center segment brought in $5.8 billion, up 57% year over year, as AMD raised its second-quarter revenue outlook to $11.2 billion
Quartz  ·  May 05, 2026 READ →
INTC
AMD's Q1 earnings & Q2 guidance beat Wall Street's estimates
AMD (AMD) reported first quarter results on Tuesday after the closing bell. Adjusted earnings per share (EPS) came in at $1.37 (compared to analyst estimates of $1.28), and revenue came in at $10.25 billion (compared to analyst estimates of $9.89 billion). Market Domination Overtime host Josh Lipton takes a closer look at the breaking numbers.
Yahoo Finance Video  ·  May 05, 2026 READ →
AMD
AMD's Q1 earnings & Q2 guidance beat Wall Street's estimates
AMD (AMD) reported first quarter results on Tuesday after the closing bell. Adjusted earnings per share (EPS) came in at $1.37 (compared to analyst estimates of $1.28), and revenue came in at $10.25 billion (compared to analyst estimates of $9.89 billion). Market Domination Overtime host Josh Lipton takes a closer look at the breaking numbers.
Yahoo Finance Video  ·  May 05, 2026 READ →
AAPL
Skyworks Solutions forecasts higher revenue on strong chip demand
Skyworks Solutions forecast quarterly revenue above estimates on Tuesday, betting on strong ‌demand for its radio-frequency chips used in premium ‌smartphones. Shares of the Irvine, California-based company rose more than 1% ​in extended trading. Skyworks, which sells analog and mixed-signal wireless communication chips to customers across the automotive, industrial and consumer electronics sectors, is a key supplier of ‌radio-frequency components for ⁠Apple's 5G iPhones.
Reuters  ·  May 05, 2026 READ →