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Penguin Solutions Jumps 13% on AMD–Shell AI Data Center Deal and Higher 2026 Outlook

The move underscores Penguin’s shift toward enterprise AI infrastructure under closer scrutiny of its valuation.

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Innodata Raises 2026 Outlook After Record Q1 and Unveils $51 Million Big Tech Engagement

Fortinet Soars After Beat-and-Raise Quarter, Lifts 2026 Outlook

Axsome Reports 57% Q1 Sales Jump as FDA Clears Auvelity for Alzheimer’s Agitation

Figma Shares Rise Ahead of May 14 Results on 38% Q1 Revenue Outlook

Coca‑Cola Posts Q1 Beat as FEMSA Feels Mexico Tax Squeeze

Hilton CEO Touts 'C‑Shaped' U.S. Recovery as Travel Demand Broadens Beyond Luxury

Applied Digital Secures $7.5 Billion, 15-Year Hyperscaler Lease for 300 MW at Delta Forge 1

Bloom Energy Expands Oracle Deal to Supply Up to 2.8 GW for AI Data Centers

Marvell Extends Rally as Oppenheimer Lifts Target to $170 on AI Infrastructure Bet

UBS Cuts ServiceNow to Neutral With $100 Target as Stock Hits New Low

Applied Digital’s Q3 Revenue Surges on First Full Lease Quarter, Loss Deepens on $59.7 Million Charge

Intel in Advanced Talks With Google and Amazon on AI Chip Packaging

Alphabet Stock Drops on Legal Ruling and AI Spending Fears as Wells Fargo Lifts Target

Bank of America Reinstates Buy on Oracle as AI Backlog Swells

Bank of America Reinstates Microsoft With $500 Target on AI and Cloud

Apple Price Targets Hold at $315–$340 as Investors Question Valuation

Dell Confirms 11,000 Job Reduction in FY2026, Cutting Workforce to 97,000

UiPath Tops Q4 Estimates and Posts First Full-Year Profit as Stock Slips on Growth Questions

Pentagon AI Shift and Iran Tensions Propel Palantir’s Re‑Rating