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Luke Kawa
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Klarna sinks after Q1 guidance for revenue and gross merchandise value comes in short of estimates
Buy now, pay later, issue guidance that Wall Street likes even later.
Palantir dips as stock removed from Bank of America’s list of best US investment ideas
Palantir is trading near its biggest discount to Wall Street’s average price target since 2022.
Herbalife rallies after Cristiano Ronaldo invests $7.5 million in its personal health and wellness software subsidiary
Ronaldo moves from product ambassador to investor with a 10% stake in Herbalife’s subsidiary.
Figure Technology rises amid big appetite for its blockchain-native share offering
Some shareholders can cash out, and the company can nudge activity toward the Provenance Blockchain.
Applied Digital, WeRide, and Recursion Pharmaceuticals dip as Nvidia exits positions
Nvidia is piling up mountains of cash, and still exited a number of stocks in Q4.
Nvidia and Meta enhance partnership with social media giant to deploy “millions” of its GPUs
Winners: Nvidia, ARM. Losers: AMD, Broadcom, Intel, Arista.
Sandisk drops after Western Digital confirms plan to unload $3 billion in stock
The move was telegraphed, but “secondary offering” never something you want to see in a headline about your company.
Cadence Design Systems jumps after Q4 earnings, 2026 profit outlook, and sales backlog exceed estimates
Some relief for the electronic design automation company isn’t enough to erase Tuesday’s losses, though.
Infleqtion CEO Matt Kinsella on how the newly public quantum computing company is “following in the footsteps of Nvidia”
Infleqtion shares gained double digits in their opening session, while peers sold off.
Walmart’s earnings have high bar to clear as search for safety pushes valuations into stratosphere
Walmart’s underwhelming full-year guidance catalyzed a momentum stock meltdown this time last year.
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