Valentin Aufrand
Market Strategist
Coinbase Caught Up in Crypto Market Weakness
In an environment that remains unfavorable for cryptocurrencies, Coinbase posted a first quarter that highlights the gap between its strategic progress and the still limited translation into results. The stock fell about 4% in after-hours trading, extending a roughly 20% drop since January 1, in step with the broader pullback in cryptocurrencies.
May 07, 2026 at 04:52 pm
Expedia punished despite a better-than-expected quarter
Expedia Group is down about 5% in after-hours trading, despite reporting quarterly results that topped expectations. The online travel group posted first-quarter revenue of $3.43bn, up 15% year over year, versus a consensus near $3.35bn. Adjusted earnings per share came in at $1.96, well above the $1.41 the market was expecting.
May 07, 2026 at 04:28 pm
Zoetis plunges after disappointing results and weaker guidance
Zoetis tumbled on Wall Street after a quarterly report that calls into question the resilience of its long-standing growth engine. The stock is down 20%, the steepest decline in the S&P 500, taking its drop to about 30% year to date and 40% over the past 12 months.
May 07, 2026 at 03:24 pm
Goldman Sachs and McKinsey Bring the AI Boom Back to Its Physical Constraints
As tech giants keep rolling out ever larger AI spending plans, Goldman Sachs is reminding investors that the story is not just about buying more chips or building more servers. In its base case, the bank estimates that AI infrastructure could require about $765bn of spending in 2026, then $1,600bn in 2031, or nearly $7,600bn cumulatively between 2026 and 2031 across compute, data centers and power.
May 07, 2026 at 02:49 pm
AppLovin Slips Despite Better-Than-Expected Results
AppLovin posted quarterly results above expectations, but it failed to relieve pressure on the stock, which is down about 2% in after-hours trading. The company reported first-quarter revenue of $1.84bn, up 59% year over year and 11% sequentially, versus a consensus near $1.77bn. Diluted earnings per share came in at $3.56, above the expected $3.444, while adjusted EBITDA rose to $1.56bn, an 85% margin, underscoring the exceptionally high profitability of its advertising engine.
May 06, 2026 at 05:06 pm
Wall Street Extends Its Rally on AI Strength and Lower Oil
U.S. markets posted solid gains Wednesday, buoyed by hopes of a diplomatic off-ramp in the conflict between the United States and Iran, as well as several strong earnings reports from artificial intelligence-related names. The S&P 500 rose 1.46% to 7,365.1 and the Nasdaq 100 climbed 2.08% to 28,599.2, both setting fresh records, while the Dow Jones added 1.2% to 49,910.6.
May 06, 2026 at 04:12 pm
Marex slides despite a record quarter, volatility raises questions
Marex, a global financial platform specializing in market access, clearing, market making, and hedging solutions, posted a first quarter that topped expectations. The Nasdaq-listed group delivered revenue of $692.3m, up 48% year over year, versus a consensus of $682.7m. Adjusted earnings per share came in at $1.57, above the expected $1.38.
May 06, 2026 at 02:42 pm
TrendForce Raises 2026 Capex Forecast for Cloud Giants to $830bn
As computing demand tied to artificial intelligence continues to outstrip initial projections, TrendForce now estimates that the nine leading global cloud service providers will invest about $830bn in 2026. That forecast implies year-over-year growth of 79%, up from a prior estimate of 61%, which, based on the disclosed growth rates, translates into roughly an 11% upward revision to the expected 2026 spending envelope.
May 06, 2026 at 02:08 pm
Arista Networks Slides Despite Results That Beat Expectations
Arista Networks fell about 10% in after-hours trading on Wall Street after issuing what investors saw as cautious guidance, despite quarterly results that topped expectations. The company, which specializes in networking equipment for data centers, cloud computing and artificial intelligence, posted revenue of $2.71bn in the first quarter of 2026, up 35.1% year over year and 8.9% from the prior quarter. The consensus had been looking for about $2.62bn.
May 05, 2026 at 04:23 pm
OpenAI speeds up ChatGPT ad monetization
OpenAI has taken another step in monetizing ChatGPT, announcing new ways to buy and manage advertising campaigns on its conversational assistant. The group now allows advertisers to go through partners such as Dentsu, Omnicom, Publicis, WPP, Adobe, Criteo or StackAdapt, while gradually rolling out a beta Ads Manager in the United States to buy ads in ChatGPT directly.
May 05, 2026 at 03:40 pm
What the oil futures curve is telling us right now
Spot prices, or the nearest contracts, are typically the ones investors watch most closely, but they are not enough to understand what the market is projecting over time. To read traders' expectations, you have to look at the futures curve: the prices negotiated today for delivery at a later date.
May 05, 2026 at 10:16 am
Onsemi Beats Expectations, but the Recovery Remains Selective
Onsemi posted quarterly results slightly above expectations, but not enough to extend the stock’s strong run, with shares down more than 5% in after-hours trading after rising about 85% since the start of the year. The company reported revenue of $1.51bn, versus the $1.49bn consensus estimate, while adjusted earnings per share came in at $0.64, above the $0.613 expected.
May 04, 2026 at 05:44 pm
Pinterest jumps after a better-than-expected quarter
Pinterest surged nearly 17% in after-hours trading after posting quarterly results that beat expectations, a sharp rebound for a stock that had fallen about 20% since the start of the year. The company generated $1.01bn in revenue in the first quarter, up 18% year over year, versus a consensus forecast of $965.8m. Adjusted earnings per share came in at $0.27, compared with the expected $0.229.
May 04, 2026 at 04:56 pm
Sandisk Slips Despite Results Far Above Expectations
Sandisk fell more than 5% in after-hours trading, despite quarterly results and guidance that came in well above expectations. The market appears to be mainly taking profits after an exceptional run, with the stock up 364% since the start of the year and setting a new annual high of $1,115 during the regular session.
April 30, 2026 at 05:16 pm
Quanta Services lifted by AI infrastructure after a stronger-than-expected quarter
Quanta Services is soaring more than 15% on Wall Street after posting quarterly results that beat expectations and raising its 2026 targets. The move takes the stock's gain to about 70% year to date, underscoring investors' strong appetite for names leveraged to infrastructure tied to artificial intelligence.
April 30, 2026 at 03:54 pm
Massive AI Investment Puts More Muscle Behind U.S. GDP
U.S. real gross domestic product (GDP) rose at a 2.0% annual rate, according to the Bureau of Economic Analysis (BEA) advance estimate, after growth was limited to just 0.5% in Q4 2025 due to the historic shutdown in October and November.
April 30, 2026 at 03:09 pm
Wall Street Slips on Oil, but Tech Caps the Decline
U.S. markets finished mixed on Wednesday, pressured by another rebound in oil, with Brent rising to its highest level since June 2022 at nearly $120, and by a Federal Reserve that stayed cautious despite holding rates steady. The S&P 500 slipped 0.04% to 7,135.95 and the Dow Jones fell 0.57% to 48,861.81, while the Nasdaq 100 gained 0.58% to 27,186.99, supported by resilient technology stocks ahead of results from Alphabet, Amazon, Microsoft and Meta expected after the close.
April 29, 2026 at 04:47 pm
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