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NASDAQ
806 posts
DeFi Technologies (DEFT) stock jumps as Q1 profit and $156m liquidity base reset the crypto-finance story
Crypto revenue cooled, but DeFi Technologies turned profitable and rebuilt liquidity. The next test is whether AUM growth can revive the stock.
Nauticus Robotics (KITT) stock faces cash test as Q1 loss offsets autonomy push
Nauticus Robotics has a subsea autonomy story, but cash burn remains the test. See why KITT stock now hinges on execution.
Cerebras IPO priced 51% above range: How much will investors pay for AI not named Nvidia?
Cerebras priced 35% above its first range. The harder question is whether a company with 86% UAE revenue can justify $56 billion as a Nvidia alternative.
Cisco Systems guides FY26 revenue to $63bn, cuts nearly 4,000 jobs as AI orders hit $5.3bn: $CSCO surges toward record
Cisco Systems is cutting 4,000 jobs while AI orders compound past $9 billion. The question is whether Chuck Robbins can hold margins through tariffs.
Insmed (NASDAQ: INSM) rebounds as retail eyes ATS 2026 readouts after Q1 reset
INSM bounced 11% after a 20% post-earnings reset. BRINSUPRI is launching faster than any respiratory drug in a decade. So why did the market sell the print?
Why AnaptysBio’s new CFO hire may matter more than a routine biotech appointment
AnaptysBio is no longer a classic biotech pipeline bet. Christopher Murphy’s CFO appointment tests whether ANAB can execute as a royalty vehicle.
Hycroft Mining gives Diane Garrett Executive Chairman role as HYMC enters higher-stakes execution phase
Hycroft has scale, cash, and investor attention. Diane Garrett’s expanded role raises the execution stakes for HYMC’s Nevada mine strategy.
JFrog stock surges 18% on AI software supply chain breakout: What FROG investors need to watch next
Software supply chain attacks keep escalating. JFrog's cloud just crossed 50% of revenue and AI is driving the consumption growth above contracted minimums.
WillScot stock surges 19% on data center demand shift: What WSC investors need to watch next
Local construction is contracting 6%. Data centers and federal megaprojects are mobilising in size. WillScot's Q1 just showed which side of that split wins.
Akamai stock surges 20% on $1.8bn AI cloud deal: What AKAM investors need to watch next
Wall Street wrote off Akamai as a fading CDN name. One $1.8B cloud deal and 40% Cloud Infrastructure growth just rewrote the entire AKAM thesis overnight.