Hamilton Lane Q4 Earnings Call Highlights

May 21, 2026, 1:06 PM EDT - 9 minutes ago

Hamilton Lane Q4 Earnings Call Highlights

Hamilton Lane NASDAQ: HLNE reported higher fiscal 2026 revenue and earnings growth, while management used the company's fiscal fourth-quarter earnings call to push back against concerns about private ...

HLNE


Hovnanian Enterprises Q2 Earnings Call Highlights

May 21, 2026, 1:06 PM EDT - 9 minutes ago

Hovnanian Enterprises Q2 Earnings Call Highlights

Hovnanian Enterprises NYSE: HOV reported second-quarter fiscal 2026 results that management said reflected “solid execution” in a volatile housing market, with profitability coming in at the high end ...

HOV


Amkor Technology Targets $11B Revenue by 2030 on AI Packaging, Arizona Ramp

May 21, 2026, 1:05 PM EDT - 10 minutes ago

Amkor Technology Targets $11B Revenue by 2030 on AI Packaging, Arizona Ramp

Amkor Technology NASDAQ: AMKR outlined a multi-year growth strategy centered on advanced semiconductor packaging, saying the technology has moved from a back-end manufacturing step to a critical part ...

AMKR


Nvidia's Investing Strategy Is 'Smart', Says T. Rowe Price's Wang

May 21, 2026, 1:02 PM EDT - 13 minutes ago

Nvidia's Investing Strategy Is 'Smart', Says T. Rowe Price's Wang

Nvidia aims to rely less on giant data center operators and predicts other businesses and governments will become a bigger source of revenue for its chips and computing products to support AI ambition...

NVDA


The Big 3: GS, TER, DLTR

May 21, 2026, 1:00 PM EDT - 15 minutes ago

The Big 3: GS, TER, DLTR

Jason Brown (@brownreport) isn't surprised to see a pullback Thursday after stocks ran up hot into Nvidia's (NVDA) earnings. He turns to Goldman Sachs (GS), Teradyne (TER), and Dollar Tree (DLTR) for ...

DLTR GS TER


SpaceX IPO Filing 'Aspirational,' Says Piper Sandler's Webster

May 21, 2026, 12:59 PM EDT - 16 minutes ago

SpaceX IPO Filing 'Aspirational,' Says Piper Sandler's Webster

SpaceX's S-1 filing asks investors to believe in three things: AI in space, a million people on Mars, and Elon Musk's ability to make it all happen. Lauren Webster, Piper Sandler's head of technology ...

DLTR GS TER


SpaceX bought Tesla Megapacks and $131 million worth of Cybertrucks, its IPO filing shows

May 21, 2026, 12:57 PM EDT - 18 minutes ago

SpaceX bought Tesla Megapacks and $131 million worth of Cybertrucks, its IPO filing shows

SpaceX's IPO filing shows Elon Musk's companies are doing plenty of business with each other. An analyst told Business Insider the spending makes sense if SpaceX needed the products.

TSLA GS TER


Quantum computing stocks soar as Trump uses Biden-era legislation to award $2 billion in grants

May 21, 2026, 12:52 PM EDT - 23 minutes ago

Quantum computing stocks soar as Trump uses Biden-era legislation to award $2 billion in grants

It's a good day to be an American quantum computing company—well, as long as you're willing to give up some equity.

IONQ QBTS QUBT RGTI


ETF of the Week: The Sprott Rare Earths Ex-China ETF (REXC)

May 21, 2026, 12:52 PM EDT - 23 minutes ago

ETF of the Week: The Sprott Rare Earths Ex-China ETF (REXC)

VettaFi's Head of Research Todd Rosenbluth discussed the Sprott Rare Earths Ex-China ETF (REXC) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” For more news, information, a...

REXC QBTS QUBT RGTI


SpaceX offering IPO access to retail investors: democracy or distraction?

May 21, 2026, 12:52 PM EDT - 23 minutes ago

SpaceX offering IPO access to retail investors: democracy or distraction?

SpaceX has officially shattered Wall Street norms with its landmark S-1 filing, paving the way for a June 12 Nasdaq debut under the ticker SPCX. Seeking to raise a record-breaking $75 billion at a sta...

REXC QBTS QUBT RGTI


Spotify Stock Hasn't Had a Day Like This in 7 Years. It's Targeting Long-Term Growth.

May 21, 2026, 12:52 PM EDT - 23 minutes ago

Spotify Stock Hasn't Had a Day Like This in 7 Years. It's Targeting Long-Term Growth.

Spotify stock rises after the company unveils several new programs for premium subscribers at its investor day event.

SPOT QBTS QUBT RGTI


As Small-Cap Outperformance Continues, These 2 ETFs Provide Exposure

May 21, 2026, 12:50 PM EDT - 25 minutes ago

As Small-Cap Outperformance Continues, These 2 ETFs Provide Exposure

The eye-catching performance of some of the world's largest stocks has led to them becoming fixtures in investors' portfolios. Whether that exposure comes via market-cap-weighted funds or direct owner...

COHR IJR VB RGTI


Trump Postpones AI Executive Order Due to Concerns About Overregulation

May 21, 2026, 12:49 PM EDT - 26 minutes ago

Trump Postpones AI Executive Order Due to Concerns About Overregulation

The White House had been weighing more oversight over the fast-growing industry.

COHR IJR VB RGTI


JPMorgan rolls out AI tools in investment banking globally, senior banker says

May 21, 2026, 12:47 PM EDT - 28 minutes ago

JPMorgan rolls out AI tools in investment banking globally, senior banker says

JPMorgan is implementing AI tools across its investment banking business globally, its Asia ​investment banking head said on Thursday, among the first in ‌the sector moving to adopt the technology wid...

JPM IJR VB RGTI


'HIT A BULLET WITH A BULLET': Lockheed Martin CEO highlights how AI can improves missile defense

May 21, 2026, 12:45 PM EDT - 30 minutes ago

'HIT A BULLET WITH A BULLET': Lockheed Martin CEO highlights how AI can improves missile defense

Lockheed Martin CEO Jim Taiclet joins ‘Mornings with Maria' to discuss the future of AI-driven warfare and the company's new 87,000-square-foot Alabama munitions plant. 00:00 AI's role in modern natio...

LMT IJR VB RGTI


The SpaceX IPO prospectus offers a fascinating window into the spectacular death of Twitter

May 21, 2026, 12:41 PM EDT - 34 minutes ago

The SpaceX IPO prospectus offers a fascinating window into the spectacular death of Twitter

After months of anticipation, Elon Musk's SpaceX finally made its S-1 financial filing and business prospectus public for all to see.

LMT IJR VB RGTI


Zuckerberg defends Meta's bloodbath layoffs: ‘Success isn't a given' in AI push

May 21, 2026, 12:23 PM EDT - 52 minutes ago

Zuckerberg defends Meta's bloodbath layoffs: ‘Success isn't a given' in AI push

Meta CEO Mark Zuckerberg defended the company's bloodbath layoffs of 8,000 workers – saying “success isn't a given” as the tech giant pushes full steam ahead into the highly competitive AI sector.

META IJR VB RGTI


Nvidia's Jensen Huang wants to be king of a brand-new empire

May 21, 2026, 12:20 PM EDT - 55 minutes ago

Nvidia's Jensen Huang wants to be king of a brand-new empire

The chip maker is paving its way into a potential $200 billion market for central processing units.

NVDA IJR VB RGTI


Why Spotify stock is surging 14% today?

May 21, 2026, 12:19 PM EDT - 56 minutes ago

Why Spotify stock is surging 14% today?

Spotify (SPOT) shares surged on Thursday after the music streaming company outlined ambitious long-term growth targets at its first investor day since 2022 and unveiled a major artificial intelligence...

SPOT IJR VB RGTI


Silicon Shake-Up: The AI Trade Is Moving Beyond NVIDIA

May 21, 2026, 12:16 PM EDT - 59 minutes ago

Silicon Shake-Up: The AI Trade Is Moving Beyond NVIDIA

The first wave of the artificial intelligence (AI) boom created unprecedented wealth, catapulting a select few mega-cap tech stocks into the stratosphere. Now, the second act is beginning.

AMD INTC VB RGTI


Arqit Quantum H1 Earnings Call Highlights

May 21, 2026, 12:11 PM EDT - 1 hour ago

Arqit Quantum H1 Earnings Call Highlights

Arqit Quantum NASDAQ: ARQQ reported higher first-half fiscal 2026 revenue and said it is seeing increased commercial activity as governments, telecom operators and defense-related customers evaluate p...

ARQQ INTC VB RGTI


Star Bulk Carriers Q1 Earnings Call Highlights

May 21, 2026, 12:11 PM EDT - 1 hour ago

Star Bulk Carriers Q1 Earnings Call Highlights

Star Bulk Carriers NASDAQ: SBLK reported solid profitability for the first quarter and outlined a capital allocation approach centered on returning free cash flow to shareholders, while management sai...

SBLK INTC VB RGTI


Deere & Company Q2 Earnings Call Highlights

May 21, 2026, 12:11 PM EDT - 1 hour ago

Deere & Company Q2 Earnings Call Highlights

Deere & Company NYSE: DE reported higher second-quarter sales and maintained its full-year profit outlook, as strength in construction equipment and Small Ag & Turf helped offset continued weakness in...

DE INTC VB RGTI


Williams-Sonoma Q1 Earnings Call Highlights

May 21, 2026, 12:11 PM EDT - 1 hour ago

Williams-Sonoma Q1 Earnings Call Highlights

Williams-Sonoma NYSE: WSM reported stronger first-quarter fiscal 2026 sales and earnings, with management pointing to broad-based gains across its brand portfolio, improving performance in both furnit...

WSM INTC VB RGTI


China BAK Battery Touts India Growth, AI Backup Power and Undervalued Stock

May 21, 2026, 12:11 PM EDT - 1 hour ago

China BAK Battery Touts India Growth, AI Backup Power and Undervalued Stock

China BAK Battery NASDAQ: CBAT, referred to in a company presentation as CBAK Energy, outlined its growth strategy, customer base and valuation case during a recent investor event, emphasizing its pos...

CBAT INTC VB RGTI


Kawasaki Heavy, Nvidia plan Silicon Valley robotics center, Nikkei reports

May 21, 2026, 12:07 PM EDT - 1 hour ago

Kawasaki Heavy, Nvidia plan Silicon Valley robotics center, Nikkei reports

Japan's Kawasaki Heavy Industries ​will partner with Nvidia to ‌develop solutions integrating robotics with physical artificial intelligence, and will set up ​a joint development center ​in Silicon Va...

NVDA INTC VB RGTI


SpaceX Set to Launch Upgraded Starship on Pre-IPO Test Flight

May 21, 2026, 12:00 PM EDT - 1 hour ago

SpaceX Set to Launch Upgraded Starship on Pre-IPO Test Flight

The company estimates it has spent $15 billion developing its next-generation rocket.

NVDA INTC VB RGTI


OpenAI vs. Anthropic: The IPO race

May 21, 2026, 11:59 AM EDT - 1 hour ago

OpenAI vs. Anthropic: The IPO race

CNBC's Kate Rooney joins ‘Squawk on the Street' to report on the blockbuster IPO in the making as the AI race heats up.

NVDA INTC VB RGTI


Walmart warns shoppers could face higher prices as fuel costs surge, tax refunds dry up

May 21, 2026, 11:56 AM EDT - 1 hour ago

Walmart warns shoppers could face higher prices as fuel costs surge, tax refunds dry up

Walmart warns that skyrocketing fuel costs could soon hit consumers at checkout as tax-refund safety nets dry up and inflation outpaces wages for the first time in years.

WMT INTC VB RGTI


SpaceX IPO Filing Reveals AI's Next Frontier Is Out of This World

May 21, 2026, 11:52 AM EDT - 1 hour ago

SpaceX IPO Filing Reveals AI's Next Frontier Is Out of This World

The final frontier of space has had relatively few flags planted to claim it. SpaceX's newly released registration statement signals that's about to change.

SPCX INTC VB RGTI


For Emerging Markets Income, Value, EDOG Beckons

May 21, 2026, 11:51 AM EDT - 1 hour ago

For Emerging Markets Income, Value, EDOG Beckons

Emerging markets equities and the related broad-based ETFs are building on momentum accrued last year. They've delivered impressive performances again in 2026.

EDOG EM VB RGTI


Robotics as a Service: Unlocking a Massive New Market

May 21, 2026, 11:51 AM EDT - 1 hour ago

Robotics as a Service: Unlocking a Massive New Market

The robotics industry is undergoing a fundamental shift. While industrial automation has historically been the exclusive domain of large corporations with substantial capital budgets and in-house expe...

ROBO THNQ VB RGTI


Spotify Will Set Aside Concert Tickets for Artists' Superfans

May 21, 2026, 11:47 AM EDT - 1 hour ago

Spotify Will Set Aside Concert Tickets for Artists' Superfans

The Swedish streaming company also announced a feature to let listeners remix music with AI.

SPOT THNQ VB RGTI


Airbus, Air France Found Guilty in 2009 Plane Crash That Killed 228 People

May 21, 2026, 11:46 AM EDT - 1 hour ago

Airbus, Air France Found Guilty in 2009 Plane Crash That Killed 228 People

Ruling marks rare instance of companies' being found criminally liable for crash of a jetliner; plane maker set to appeal.

SPOT THNQ VB RGTI


Walmart Goes AI Native and Doesn't Look Back

May 21, 2026, 11:44 AM EDT - 1 hour ago

Walmart Goes AI Native and Doesn't Look Back

Retail scale still matters. But Walmart's first quarter of fiscal year 2027 made clear the company's next phase of growth runs through something harder to copy than store count: how customers move bet...

WMT THNQ VB RGTI


This 15.3% Dividend Trades For 58 Cents On The Dollar

May 21, 2026, 11:40 AM EDT - 1 hour ago

This 15.3% Dividend Trades For 58 Cents On The Dollar

Two dividend cuts in the last two quarters from this BDC, and we are buying.

FSK THNQ VB RGTI


Nvidia's Huang Is 'Dunking' on Competition, Luria Says

May 21, 2026, 11:38 AM EDT - 1 hour ago

Nvidia's Huang Is 'Dunking' on Competition, Luria Says

Gil Luria, DA Davidson head of technology research, says Nvidia CEO Jensen Huang is "dunking" on all the competition. Joe Kaiser of Switchyard Partners also reacts to Nvidia's earnings and SpaceX goin...

NVDA THNQ VB RGTI


Jamie Dimon says JPMorgan will probably hire fewer bankers in the future — and more 'AI people'

May 21, 2026, 11:35 AM EDT - 1 hour ago

Jamie Dimon says JPMorgan will probably hire fewer bankers in the future — and more 'AI people'

Jamie Dimon said he'll probably hire "more AI people" and "less bankers" in the future. The JPMorgan CEO said the bank is in the early innings of using the fast-moving technology.

JPM THNQ VB RGTI


Cummins CEO Explains How to Manage the AI Boom

May 21, 2026, 11:33 AM EDT - 1 hour ago

Cummins CEO Explains How to Manage the AI Boom

Cummins raised its financial targets for 2030 at its Thursday New York City investor event.

CMI THNQ VB RGTI


Walmart CFO John David Rainey: We have the ability to navigate higher fuel prices

May 21, 2026, 11:31 AM EDT - 1 hour ago

Walmart CFO John David Rainey: We have the ability to navigate higher fuel prices

Walmart CFO John David Rainey joins CNBC's ‘Squawk on the Street' to discuss the retail giant's latest results, how soaring gas prices are impacting its financial outlook, and more.

WMT THNQ VB RGTI


NVDA Data Center Revenue Nearly Doubles, Announces $80B Buyback & Dividend Boost

May 21, 2026, 11:30 AM EDT - 1 hour ago

NVDA Data Center Revenue Nearly Doubles, Announces $80B Buyback & Dividend Boost

Jenny Horne talks about Nvidia's (NVDA) beat on earnings as data center revenues continue to soar. She says Nvidia announced a $80 billion additional share buyback while stating it's not assuming any ...

NVDA THNQ VB RGTI


Spotify adds AI-powered Q&A and briefing generation features to podcasts

May 21, 2026, 11:27 AM EDT - 1 hour ago

Spotify adds AI-powered Q&A and briefing generation features to podcasts

For users, Spotify has been a place to consume podcasts made by other creators. The company wants to change that by introducing a personal podcast feature, which uses AI to generate podcasts for users...

SPOT THNQ VB RGTI


Spotify launches an ElevenLabs-powered audiobook creation tool

May 21, 2026, 11:27 AM EDT - 1 hour ago

Spotify launches an ElevenLabs-powered audiobook creation tool

Alongside tools for AI-generated podcasts, Spotify on Thursday introduced a new, ElevenLabs-powered AI tool for self-publishing audiobooks within the Spotify for Authors platform. The company said at ...

SPOT THNQ VB RGTI


Spotify takes on Google's NotebookLM with its new app

May 21, 2026, 11:27 AM EDT - 1 hour ago

Spotify takes on Google's NotebookLM with its new app

One of the common features for companies to build in the age of AI is to connect services like email, calendar, documents, and notes to create a daily brief in text or audio format. Spotify is also gi...

SPOT THNQ VB RGTI


US FDA to hold expert committee meeting to review Moderna's flu vaccine

May 21, 2026, 11:26 AM EDT - 1 hour ago

US FDA to hold expert committee meeting to review Moderna's flu vaccine

The U.S. FDA said on Thursday it would hold a meeting of outside experts next ​month to review Moderna's experimental flu shot.

MRNA THNQ VB RGTI


Telecom Italia concludes savings share conversion ahead of Poste's bid

May 21, 2026, 11:26 AM EDT - 1 hour ago

Telecom Italia concludes savings share conversion ahead of Poste's bid

Telecom Italia is set to conclude on Thursday a transaction to turn a special class of shares carrying higher investor remuneration ​into ordinary stock, in a long-awaited move that removes a ‌source ...

MRNA THNQ VB RGTI


Spotify will reserve tickets for top fans of an artists in a bid to drum up engagement

May 21, 2026, 11:26 AM EDT - 1 hour ago

Spotify will reserve tickets for top fans of an artists in a bid to drum up engagement

If you are a top fan of an artist, Spotify will give you a chance to book a ticket to their next show. This is the audio platform's new bid to keep its users engaged and stream more to become eligible...

SPOT THNQ VB RGTI


Europe gas stocks could turn critical if Hormuz shut for 1–3 months, Equinor says

May 21, 2026, 11:25 AM EDT - 1 hour ago

Europe gas stocks could turn critical if Hormuz shut for 1–3 months, Equinor says

Europe could face a critical shortfall in gas stocks if ‌disruption to shipping through the Strait of Hormuz lasts one to three months from now, as low inventories and distorted prices slow stockpilin...

EQNR THNQ VB RGTI


Google is going to ruin the internet

May 21, 2026, 11:23 AM EDT - 1 hour ago

Google is going to ruin the internet

Google unveiled a new AI-powered search this week. It could ruin the internet.

GOOG GOOGL VB RGTI


SpaceX's road to landmark IPO filing

May 21, 2026, 11:14 AM EDT - 2 hours ago

SpaceX's road to landmark IPO filing

SpaceX's IPO filing finally revealed the finances behind a company aiming to dominate industries ranging from rockets and satellites to AI and data centers.

SPCX GOOGL VB RGTI


Spotify strikes deal with Universal Music to let premium users create AI covers, remixes

May 21, 2026, 11:13 AM EDT - 2 hours ago

Spotify strikes deal with Universal Music to let premium users create AI covers, remixes

Spotify has struck a deal with Universal Music Group to let subscribers create AI-generated covers and remixes of songs, marking ​the first time the audio-streaming giant will allow users ‌to produce ...

SPOT GOOGL VB RGTI


Shoe Carnival Q1 Earnings Call Highlights

May 21, 2026, 11:12 AM EDT - 2 hours ago

Shoe Carnival Q1 Earnings Call Highlights

Shoe Carnival NASDAQ: SCVL said it is keeping both its Shoe Carnival and Shoe Station banners as permanent, separate concepts after completing a strategic review that also led management to slow its r...

SCVL GOOGL VB RGTI


Enersys Q4 Earnings Call Highlights

May 21, 2026, 11:12 AM EDT - 2 hours ago

Enersys Q4 Earnings Call Highlights

Enersys NYSE: ENS reported record fourth-quarter adjusted earnings per share and record full-year sales for fiscal 2026, with management pointing to pricing, operating expense discipline, tax credit b...

ENS GOOGL VB RGTI


Himalaya Shipping Q1 Earnings Call Highlights

May 21, 2026, 11:12 AM EDT - 2 hours ago

Himalaya Shipping Q1 Earnings Call Highlights

Himalaya Shipping NYSE: HSHP reported a first-quarter profit as higher charter earnings lifted revenue and operating cash flow, while management said it remains positioned for strength in the Capesize...

HSHP GOOGL VB RGTI


Lightspeed Commerce Q4 Earnings Call Highlights

May 21, 2026, 11:12 AM EDT - 2 hours ago

Lightspeed Commerce Q4 Earnings Call Highlights

Lightspeed Commerce NYSE: LSPD executives said the company's fiscal fourth quarter capped a “pivotal” year in which its narrower focus on North American retail and European hospitality drove stronger ...

LSPD GOOGL VB RGTI


Parker Hannifin Buys Circor Aerospace Business for $2.5 Billion

May 21, 2026, 11:12 AM EDT - 2 hours ago

Parker Hannifin Buys Circor Aerospace Business for $2.5 Billion

The motion and controls maker expects the deal to close in the second half of this year.

PH KKR VB RGTI


NIO Q1 Earnings Call Highlights

May 21, 2026, 11:11 AM EDT - 2 hours ago

NIO Q1 Earnings Call Highlights

NIO NYSE: NIO reported sharply higher first-quarter deliveries and revenue, with management pointing to stronger margins, a broader product cycle and continued investment in battery-electric vehicle t...

NIO KKR VB RGTI


Navios Maritime Partners Q1 Earnings Call Highlights

May 21, 2026, 11:11 AM EDT - 2 hours ago

Navios Maritime Partners Q1 Earnings Call Highlights

Navios Maritime Partners NYSE: NMM reported higher first-quarter 2026 earnings and revenue, while management emphasized fleet renewal, a growing contracted revenue backlog and the potential market imp...

NMM KKR VB RGTI


Ralph Lauren Q4 Earnings Call Highlights

May 21, 2026, 11:11 AM EDT - 2 hours ago

Ralph Lauren Q4 Earnings Call Highlights

Ralph Lauren NYSE: RL reported stronger-than-expected fourth-quarter and full-year fiscal 2026 results, with management citing broad-based growth across regions, channels and product categories as the...

RL KKR VB RGTI


Tsakos Energy Navigation Q1 Earnings Call Highlights

May 21, 2026, 11:11 AM EDT - 2 hours ago

Tsakos Energy Navigation Q1 Earnings Call Highlights

Tsakos Energy Navigation NYSE: TEN reported sharply higher first-quarter 2026 results, with executives saying geopolitical disruptions and strong underlying tanker fundamentals drove higher utilizatio...

TEN KKR VB RGTI


Kroger plans price cuts as new CEO looks to regain shoppers

May 21, 2026, 11:07 AM EDT - 2 hours ago

Kroger plans price cuts as new CEO looks to regain shoppers

Kroger is preparing to cut prices on thousands of items as new CEO Greg Foran pushes to regain ​market share from rivals including Walmart , Costco and ‌Aldi.

KR KKR VB RGTI


Stellantis targets 35% North American sales increase, led by Ram Trucks and Chrysler revival

May 21, 2026, 11:06 AM EDT - 2 hours ago

Stellantis targets 35% North American sales increase, led by Ram Trucks and Chrysler revival

Stellantis said at an investor day Thursday that it plans to increase its North American sales by 35% by 2030. The automaker also said it will add new crossovers to the company's storied Chrysler bran...

STLA KKR VB RGTI


Why Nvidia stock is down 2% after blockbuster earnings

May 21, 2026, 11:06 AM EDT - 2 hours ago

Why Nvidia stock is down 2% after blockbuster earnings

Nvidia (NVDA) delivered another blockbuster earnings report, but investors appeared unimpressed as the stock struggled to rally. Shares fell around 1.9% on Thursday morning, with the stock slipping to...

NVDA KKR VB RGTI


2 Software Stocks Turning AI Fears Into Fundamental Gains

May 21, 2026, 11:05 AM EDT - 2 hours ago

2 Software Stocks Turning AI Fears Into Fundamental Gains

Software stock investors have had plenty of reasons to be bearish lately. New AI agents were expected to cut into valuable software revenue streams, and many analysts were ready to put the ‘per-seat' ...

DDOG TEAM VB RGTI


Nvidia can deliver chips — but it can't buy Big Tech out of its credit and power-grid crisis

May 21, 2026, 11:05 AM EDT - 2 hours ago

Nvidia can deliver chips — but it can't buy Big Tech out of its credit and power-grid crisis

Corporate profits can't fix a chaotic trade war with China, climbing credit premiums and AI infrastructure limits.

NVDA TEAM VB RGTI


Anthropic Makes First Acquisition for Enterprise AI Push

May 21, 2026, 11:04 AM EDT - 2 hours ago

Anthropic Makes First Acquisition for Enterprise AI Push

Anthropic has expanded its enterprise AI strategy through the first acquisition tied to its newly launched consulting venture, selecting San Francisco-based Fractional AI as the operational foundation...

NVDA TEAM VB RGTI


Anthropic Makes First Acquisition for Enterprise AI Push

May 21, 2026, 11:04 AM EDT - 2 hours ago

Anthropic Makes First Acquisition for Enterprise AI Push

Anthropic has expanded its enterprise AI strategy through the first acquisition tied to its newly launched consulting venture, selecting San Francisco-based Fractional AI as the operational foundation...

NVDA TEAM VB RGTI


Why is Nio stock falling despite revenue surge and strong EV delivery growth

May 21, 2026, 11:02 AM EDT - 2 hours ago

Why is Nio stock falling despite revenue surge and strong EV delivery growth

Shares of Chinese electric vehicle maker Nio came under pressure after options trading reflected mixed investor sentiment and expectations for higher volatility, even as the company reported sharply h...

NIO TEAM VB RGTI


Exxon Blasts Proxy Advisers for Conflict of Interest in Fight Over Texas Move

May 21, 2026, 11:00 AM EDT - 2 hours ago

Exxon Blasts Proxy Advisers for Conflict of Interest in Fight Over Texas Move

The oil company claims Glass Lewis and ISS have little incentive to support proposals tied to Texas because of a continuing legal battle with state Attorney General Ken Paxton.

XOM TEAM VB RGTI


S&P500: US Indices Drop as Oil Rebound Shakes Stock Market Forecast

May 21, 2026, 10:57 AM EDT - 2 hours ago

S&P500: US Indices Drop as Oil Rebound Shakes Stock Market Forecast

S&P 500 slips as Iran-driven oil bounce and rising Treasury yields pressure US stocks while Nvidia earnings fail to spark a tech rally.

IVV SPXL SPY SSO UPRO VOO


Spotify stock pops on guidance at first investor day since 2022

May 21, 2026, 10:57 AM EDT - 2 hours ago

Spotify stock pops on guidance at first investor day since 2022

Spotify issued updated guidance for 2030, forecasting revenue at a compounded annual growth rate in the mid-teens and gross margins between 35% and 40%. The streaming platform is holding its first inv...

SPOT SPXL SPY SSO UPRO VOO


How e.l.f. Beauty Achieved 20% Quarterly Growth For The Past Seven Years

May 21, 2026, 10:55 AM EDT - 2 hours ago

How e.l.f. Beauty Achieved 20% Quarterly Growth For The Past Seven Years

During e.l.f. Beauty's fiscal 2026 earnings call, its chairman and CEO Tarang Amin highlighted several strong performance indicators, but one remarkable figure stood out: the group has averaged 20% of...

ELF SPXL SPY SSO UPRO VOO


Why Ralph Lauren Is the S&P 500's Leading Stock Today

May 21, 2026, 10:55 AM EDT - 2 hours ago

Why Ralph Lauren Is the S&P 500's Leading Stock Today

Ralph Lauren stock rises and is the best performer in the S&P 500 after the luxury retailer reported fiscal fourth-quarter earnings.

RL SPXL SPY SSO UPRO VOO


TVAL: Finding the Overlooked Value in Large-Caps

May 21, 2026, 10:51 AM EDT - 2 hours ago

TVAL: Finding the Overlooked Value in Large-Caps

The T. Rowe Price Value ETF (TVAL) represents a different kind of active value ETF, one that gives managers the room to find undervalued companies without being locked into index rules. Key Takeaways:...

TVAL SPXL SPY SSO UPRO VOO


Strategy's Michael Saylor says tokenization will let investors 'shop' for yield

May 21, 2026, 10:51 AM EDT - 2 hours ago

Strategy's Michael Saylor says tokenization will let investors 'shop' for yield

"The real power of tokenization is it creates a free market in credit formation and yield for asset owners," the Strategy founder and chairman said Thursday on CNBC's "Squawk Box". Saylor's comments g...

MSTR SPXL SPY SSO UPRO VOO


GOP lawmaker unveils bill to codify a strategic bitcoin reserve

May 21, 2026, 10:42 AM EDT - 2 hours ago

GOP lawmaker unveils bill to codify a strategic bitcoin reserve

Rep. Nick Begich unveils the American Reserve Modernization Act to establish a U.S. strategic bitcoin reserve within the Treasury Department with bipartisan support.

ARKB ARKW BETE BETH BITB BITC BITO


Walmart stock plunges as soaring gas prices hit profits and slam shoppers' wallets

May 21, 2026, 10:36 AM EDT - 2 hours ago

Walmart stock plunges as soaring gas prices hit profits and slam shoppers' wallets

Walmart on Thursday revealed a disappointing full-year forecast, even after it saw relatively strong sales in the first quarter, as high gas prices eat into shoppers' wallets.

WMT ARKW BETE BETH BITB BITC BITO


SpaceX has a lot riding on its imminent Starship rocket launch

May 21, 2026, 10:34 AM EDT - 2 hours ago

SpaceX has a lot riding on its imminent Starship rocket launch

The launch, which could happen as soon as Thursday, comes ahead of “an IPO that's basing so much” on narrative and symbolism.

SPCX ARKW BETE BETH BITB BITC BITO


OPEC+ leaders expected to up July oil output target despite Hormuz disruption, sources say

May 21, 2026, 10:33 AM EDT - 2 hours ago

OPEC+ leaders expected to up July oil output target despite Hormuz disruption, sources say

Seven leading OPEC+ oil-producing countries ‌will likely agree to a modest hike to July output when they meet on June 7, four sources said, though delivery for several remains disrupted by the Iran wa...

BNO DBO GUSH IEO OIH PXJ UCO


Target Shows Strengths, But Analysts Want to See More

May 21, 2026, 10:30 AM EDT - 2 hours ago

Target Shows Strengths, But Analysts Want to See More

Analysts responded to Target's NASDAQ: TGT May 20 earnings release with mixed sentiment, overshadowing the strengths revealed. The company outperformed expectations and improved guidance, but it was n...

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Musk's Mars Colony Plans And SpaceX Control Could Derail Starlink Profits, Analyst Says

May 21, 2026, 10:30 AM EDT - 2 hours ago

Musk's Mars Colony Plans And SpaceX Control Could Derail Starlink Profits, Analyst Says

Musk is the world's wealthiest person with an estimated net worth of $807.7 billion as of Thursday, and Forbes estimates Musk's SpaceX stock at nearly 40%. SpaceX's stock debut will all but guarantee ...

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Starship Launch 12 Is Today. It's an Even Bigger Deal Than the IPO Filing.

May 21, 2026, 10:28 AM EDT - 2 hours ago

Starship Launch 12 Is Today. It's an Even Bigger Deal Than the IPO Filing.

SpaceX's 12th Starship test flight could advance the company's ambitions for reusable rockets, Mars missions, and lower-cost access to space just days after its IPO filing.

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Waymo pauses Atlanta service as its robotaxis keep driving into floods

May 21, 2026, 10:27 AM EDT - 2 hours ago

Waymo pauses Atlanta service as its robotaxis keep driving into floods

Waymo has now paused service in two cities because its robotaxis are struggling to deal with heavy rain and flooded roads, a problem that already prompted the company to issue a recall last week.

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Gold prices anchored at $4,500 as S&P Global says U.S. economic activity continues to slow

May 21, 2026, 10:25 AM EDT - 2 hours ago

Gold prices anchored at $4,500 as S&P Global says U.S. economic activity continues to slow

Gold prices remain contained near $4,500 an ounce but could attract some bullish attention as momentum in the U.S. manufacturing and services sectors remains subdued.

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Toll Brothers' Doug Yearley on Q2 results: A good quarter in a tougher market

May 21, 2026, 10:24 AM EDT - 2 hours ago

Toll Brothers' Doug Yearley on Q2 results: A good quarter in a tougher market

Doug Yearley, Toll Brothers executive chairman, joins 'Squawk on the Street' to discuss the company's quarterly earnings results, delivery outlook, impact of tariffs, and more.

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I Don't Get the Valuation of SpaceX, Says Singh of Bloomberg Intelligence

May 21, 2026, 10:20 AM EDT - 2 hours ago

I Don't Get the Valuation of SpaceX, Says Singh of Bloomberg Intelligence

Elon Musk's SpaceX pulled back the curtain on a business empire that has racked up ballooning losses and debt after acquiring a cash-hungry startup, and pumping billions of dollars into futuristic end...

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Walmart said shoppers could see higher prices in stores if fuel costs stay elevated

May 21, 2026, 10:17 AM EDT - 2 hours ago

Walmart said shoppers could see higher prices in stores if fuel costs stay elevated

Walmart took a $175 million hit to profit growth last quarter because of fuel expenses. The retailer's CFO said it took the hit to preserve "trust" with customers rather than raise prices.

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Even the Stock Ticker at Victoria's Secret Is Getting Sexier

May 21, 2026, 10:11 AM EDT - 3 hours ago

Even the Stock Ticker at Victoria's Secret Is Getting Sexier

The retailer will soon start trading under the “VSXY” ticker symbol as it looks to usher in “a new era of sexy.”

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Nvidia Posted Record Results on Growing AI Data Center Demand. Investors Aren't Impressed.

May 21, 2026, 10:10 AM EDT - 3 hours ago

Nvidia Posted Record Results on Growing AI Data Center Demand. Investors Aren't Impressed.

Nvidia delivered another blockbuster quarter with earnings that topped Wall Street projections. So why isn't the stock getting a boost?

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India's Battle on Two Fronts: Iran War and Rupee Slide

May 21, 2026, 10:10 AM EDT - 3 hours ago

India's Battle on Two Fronts: Iran War and Rupee Slide

Investors maintain faith in India's medium-term future as a global growth engine.

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BingEx Q1 Earnings Call Highlights

May 21, 2026, 10:09 AM EDT - 3 hours ago

BingEx Q1 Earnings Call Highlights

BingEx NASDAQ: FLX, which operates under the FlashEx brand, reported first-quarter 2026 revenue of RMB 935.3 million, down from RMB 960.8 million a year earlier, as management cited intensifying marke...

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Gogoro Q1 Earnings Call Highlights

May 21, 2026, 10:09 AM EDT - 3 hours ago

Gogoro Q1 Earnings Call Highlights

Gogoro NASDAQ: GGR executives said the company began 2026 with improved margins, positive operating cash flow and continued growth in its battery-swapping subscriber base, while outlining plans for ne...

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NetEase Q1 Earnings Call Highlights

May 21, 2026, 10:09 AM EDT - 3 hours ago

NetEase Q1 Earnings Call Highlights

NetEase NASDAQ: NTES reported higher first-quarter revenue for 2026, driven by continued growth in its games business and stronger gross margins, while management highlighted momentum across major tit...

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Vipshop Q1 Earnings Call Highlights

May 21, 2026, 10:09 AM EDT - 3 hours ago

Vipshop Q1 Earnings Call Highlights

Vipshop NYSE: VIPS reported modest revenue growth and stronger profitability for the first quarter of 2026, while management said a later Chinese New Year pulled forward demand into the holiday period...

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ZKH Group Q1 Earnings Call Highlights

May 21, 2026, 10:08 AM EDT - 3 hours ago

ZKH Group Q1 Earnings Call Highlights

ZKH Group NYSE: ZKH said its first-quarter 2026 results showed accelerating growth and improved profitability, with management pointing to stronger customer activity, efficiency gains and continued in...

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Euroseas Q1 Earnings Call Highlights

May 21, 2026, 10:08 AM EDT - 3 hours ago

Euroseas Q1 Earnings Call Highlights

Euroseas NASDAQ: ESEA reported lower first-quarter revenue but higher adjusted profitability as the container ship owner highlighted strong fleet utilization, substantial forward charter coverage and ...

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Nordson Q2 Earnings Call Highlights

May 21, 2026, 10:08 AM EDT - 3 hours ago

Nordson Q2 Earnings Call Highlights

Nordson NASDAQ: NDSN reported record fiscal second-quarter sales and earnings, with management citing broad-based organic growth across all three business segments, stronger order activity and an 18% ...

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Walmart Q1 Earnings Call Highlights

May 21, 2026, 10:08 AM EDT - 3 hours ago

Walmart Q1 Earnings Call Highlights

Walmart NASDAQ: WMT executives said the retailer delivered stronger-than-expected first-quarter fiscal 2027 sales growth, driven by higher transactions, e-commerce momentum, marketplace gains and grow...

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Advance Auto Parts Q1 Earnings Call Highlights

May 21, 2026, 10:08 AM EDT - 3 hours ago

Advance Auto Parts Q1 Earnings Call Highlights

Advance Auto Parts NYSE: AAP reported what executives described as a solid start to fiscal 2026, with first-quarter comparable sales rising 3.5%, the company's strongest quarterly growth in five years...

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Borr Drilling Q1 Earnings Call Highlights

May 21, 2026, 10:08 AM EDT - 3 hours ago

Borr Drilling Q1 Earnings Call Highlights

Borr Drilling NYSE: BORR reported lower first-quarter revenue and a net loss as delayed rig start-up activity, contract transitions and a credit loss provision weighed on results, while management sai...

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