Axe Compute Stock Skyrockets on Massive $260M NVIDIA B300 GPU Deal
Axe Compute (AGPU) stock jumped after a $260M deal to build a private AI cluster, showing big companies want dedicated GPU power over shared cloud.
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AT&T Q1 2026: Fiber + Wireless Growth Accelerates, Guidance Holds Steady
AT&T beat Q1 expectations with higher revenue and earnings, strong customer growth, but stock fell on cash flow and outlook concerns.
Boeing Reports Much Smaller Q1 Loss Than Expected as Recovery Gains Momentum
Boeing Q1 2026: $22.2B revenue (+14%), small $7M loss. Deliveries up, backlog $695B. Shares rise as recovery continues.
BofA Turns Bullish on Twilio – Sees Strong AI Infrastructure Future
Bank of America upgraded Twilio to Buy, raised target to $190, citing AI growth, strong cash flow, and rising demand.
GE Vernova Hikes Full-Year Outlook as Power Orders Jump 71% on AI Demand
GE Vernova beat Q1 results, raised 2026 forecast as AI data centers boost electricity demand; profits, orders, and cash all up.
Vertiv Beats Q1 2026 Earnings Estimates But Shares Drop on Revenue Guidance Miss
Vertiv Holdings Co. beat earnings and revenue, but shares fell as weak Q2 outlook disappointed despite strong growth and margins.