DKosig Stock futures edged up in the premarket hours of Wednesday as hopes for cooling tensions between the U.S. and Iran improved investor sentiment. Here are some of Wednesday's biggest stock movers: Biggest stock gainers Super Micro Computer ( SMCI ) +19% - Shares surged after reporting FQ3 results and guidance above expectations, with management highlighting strong demand and margin recovery d...
DKosig Stock futures edged up in the premarket hours of Wednesday as hopes for cooling tensions between the U.S. and Iran improved investor sentiment. Here are some of Wednesday's biggest stock movers: Biggest stock gainers Super Micro Computer ( SMCI ) +19% - Shares surged after reporting FQ3 results and guidance above expectations, with management highlighting strong demand and margin recovery driven by its data center and AI infrastructure business. The company guided Q4 adjusted EPS to $0.65–$0.79 and revenue to $11B–$12.5B, both above estimates. However, it lowered its full-year revenue outlook to $38.9B–$40.4B from a prior view of at least $40B. Flex ( FLEX ) +18% - Shares jumped after reporting strong Q4 results, with non-GAAP EPS of $0.93 and revenue of $7.48B, both beating expectations, supported by solid growth and operating performance. Operating cash flow came in at $413M, with adjusted operating income of $500M and free cash flow of $212M. Looking ahead, Flex guided Q1 FY2027 revenue to $7.35B–$7.65B and adjusted EPS to $0.86–$0.92, both above consensus, while FY2027 revenue is expected at $32.3B–$33.8B and adjusted EPS at $4.21–$4.51. The company also announced plans to spin off its Power and Cloud portfolio into a separate public entity focused on AI data center infrastructure, with the transaction targeted to close in Q1 2027. Advanced Micro Devices ( AMD ) +17% - Shares soared after reporting strong Q1 results, with adjusted EPS of $1.37 and revenue up 38% Y/Y to $10.25B, both ahead of expectations. Data center revenue jumped 57% to $5.78B, beating estimates, while Client and Gaming revenue rose 23% to $3.6B, supported by solid PC and GPU demand. Looking ahead, AMD expects Q2 revenue in the range of $10.9B–$11.5B, with a midpoint of $11.2B above consensus and an adjusted gross margin of 56%, reflecting continued momentum in its AI and data center segments. Biggest stock losers Upstart Holdings ( UPST ) -12% - Shares plunged after reporting Q1 result...
DKosig Stock futures edged up in the premarket hours of Wednesday as hopes for cooling tensions between the U.S. and Iran improved investor sentiment. Here are some of Wednesday's biggest stock movers: Biggest stock gainers Super Micro Computer ( SMCI ) +19% - Shares surged after reporting FQ3 results and guidance above expectations, with management highlighting strong demand and margin recovery d...
DKosig Stock futures edged up in the premarket hours of Wednesday as hopes for cooling tensions between the U.S. and Iran improved investor sentiment. Here are some of Wednesday's biggest stock movers: Biggest stock gainers Super Micro Computer ( SMCI ) +19% - Shares surged after reporting FQ3 results and guidance above expectations, with management highlighting strong demand and margin recovery driven by its data center and AI infrastructure business. The company guided Q4 adjusted EPS to $0.65–$0.79 and revenue to $11B–$12.5B, both above estimates. However, it lowered its full-year revenue outlook to $38.9B–$40.4B from a prior view of at least $40B. Flex ( FLEX ) +18% - Shares jumped after reporting strong Q4 results, with non-GAAP EPS of $0.93 and revenue of $7.48B, both beating expectations, supported by solid growth and operating performance. Operating cash flow came in at $413M, with adjusted operating income of $500M and free cash flow of $212M. Looking ahead, Flex guided Q1 FY2027 revenue to $7.35B–$7.65B and adjusted EPS to $0.86–$0.92, both above consensus, while FY2027 revenue is expected at $32.3B–$33.8B and adjusted EPS at $4.21–$4.51. The company also announced plans to spin off its Power and Cloud portfolio into a separate public entity focused on AI data center infrastructure, with the transaction targeted to close in Q1 2027. Advanced Micro Devices ( AMD ) +17% - Shares soared after reporting strong Q1 results, with adjusted EPS of $1.37 and revenue up 38% Y/Y to $10.25B, both ahead of expectations. Data center revenue jumped 57% to $5.78B, beating estimates, while Client and Gaming revenue rose 23% to $3.6B, supported by solid PC and GPU demand. Looking ahead, AMD expects Q2 revenue in the range of $10.9B–$11.5B, with a midpoint of $11.2B above consensus and an adjusted gross margin of 56%, reflecting continued momentum in its AI and data center segments. Biggest stock losers Upstart Holdings ( UPST ) -12% - Shares plunged after reporting Q1 result...
We Are/DigitalVision via Getty Images The following segment was excerpted from the Brown Advisory Large-Cap Sustainable Growth Strategy Q1 2026 Commentary . The Large Cap Sustainable Growth Strategy traded down for the first quarter of 2026, underperforming its benchmark, the Russell 1000® Growth Index by approximately 280 basis points (bps) on a net of fees basis in a challenging tape for quality...
We Are/DigitalVision via Getty Images The following segment was excerpted from the Brown Advisory Large-Cap Sustainable Growth Strategy Q1 2026 Commentary . The Large Cap Sustainable Growth Strategy traded down for the first quarter of 2026, underperforming its benchmark, the Russell 1000® Growth Index by approximately 280 basis points (bps) on a net of fees basis in a challenging tape for quality-oriented investors. Quarter-To-Date Top Five Contributors To Return REPRESENTATIVE LARGE-CAP SUSTAINABLE GROWTH ACCOUNT AS OF MARCH 31, 2026 SYMBOL NAME DESCRIPTION AVERAGE WEIGHT (%) TOTAL PORT. RETURN (%) PORT. GROSS CONTRIBUTION TO RETURN (%) MPWR Monolithic Power Systems, Inc. Designs, develops and markets proprietary, advanced analog and mixed-signal semiconductors 3.10 20.80 0.44 TSM Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR Manufactures, distributes and tests integrated circuits, silicon wafers, diodes and related semiconductor components 5.05 11.36 0.42 MRVL Marvell Technology, Inc. Manufactures semiconductor products 1.81 16.65 0.31 CARR Carrier Global Corp. Manufactures, sells and installs HVAC, refrigeration, fire and security solutions 2.80 6.89 0.11 ECL Ecolab Inc. Develops and markets water treatment, cleaning & sanitizing products and provides laundry & pest control services 2.39 1.64 0.02 Click to enlarge Monolithic Power Systems, Inc. ( MPWR ) climbed during the quarter due to strong quarterly results as well as a favorable outlook associated with demand trends. In addition, the stock benefited from several sell-side ratings upgrades and positive earnings revisions from Wall Street analysts following January's CES conference. Shares of Taiwan Semiconductor Manufacturing Co ( TSM ), one of the leading global semiconductor fabricators, traded higher during the quarter after the company posted record results in its latest earnings report, including revenue growth of 36% year-over-year and all-time highs in gross and operating margins. The com...
Intel 's (NASDAQ: INTC) comeback thus far in 2026 has been eye-popping. With backing by the U.S. federal government, which took a nearly 10% stake in the company, Intel is making strides with advances in both its artificial intelligence (AI) and chip offerings. The stock has surged dramatically in response, rising about 170% in 2026 already. Tech investors are wondering if this is the real deal or...
Intel 's (NASDAQ: INTC) comeback thus far in 2026 has been eye-popping. With backing by the U.S. federal government, which took a nearly 10% stake in the company, Intel is making strides with advances in both its artificial intelligence (AI) and chip offerings. The stock has surged dramatically in response, rising about 170% in 2026 already. Tech investors are wondering if this is the real deal or if Intel's stock is overheated. The optimism and bull case is difficult to discount. Intel appointed Lip-Bu Tan as its new CEO in early 2025. Since then, Tan has focused on cost-cutting and efficient execution. Intel's data center revenue also grew 22% in the first quarter of 2026 compared to the same period last year. Image source: The Motley Fool. Continue reading
Pinterest is demonstrating significant commercial momentum as its AI-powered ad platform successfully converts record user growth into accelerating revenue.
Pinterest is demonstrating significant commercial momentum as its AI-powered ad platform successfully converts record user growth into accelerating revenue.
The dollar extended earlier losses to hit its lowest level since the war in the Middle East started, after a report said the US and Iran are nearing an agreement to end the conflict. The Bloomberg Dollar Spot Index fell as much as 0.8% to its lowest since Feb. 26. Axios reported that the White House believes it is close to reaching an agreement with Iran on a one-page memorandum of understanding t...
The dollar extended earlier losses to hit its lowest level since the war in the Middle East started, after a report said the US and Iran are nearing an agreement to end the conflict. The Bloomberg Dollar Spot Index fell as much as 0.8% to its lowest since Feb. 26. Axios reported that the White House believes it is close to reaching an agreement with Iran on a one-page memorandum of understanding to end the war and set a framework for more detailed nuclear negotiations. The greenback weakened against almost all major currencies following the report, while US stock futures rallied and oil prices slid. The US currency had already been under pressure after another sudden surge in the yen .
Earnings Call Insights: Flywire (FLYW) Q1 2026 Management View CEO Michael Massaro framed Q1 as a broad-based outperformance, saying, "It was a great quarter with significant growth and a beat on both the top and bottom line, with broad-based outperformance across education, travel, healthcare and B2B." CEO Massaro reiterated Flywire’s scale-and-complexity positioning and long-term revenue ambitio...
Earnings Call Insights: Flywire (FLYW) Q1 2026 Management View CEO Michael Massaro framed Q1 as a broad-based outperformance, saying, "It was a great quarter with significant growth and a beat on both the top and bottom line, with broad-based outperformance across education, travel, healthcare and B2B." CEO Massaro reiterated Flywire’s scale-and-complexity positioning and long-term revenue ambition, stating, "We are executing against our multiyear strategy to deliver $1 billion in revenue with impressive financial metrics." He added that Flywire’s platform "moves well over $30 billion per year" and "adds value to clients in more than 50 countries and accepts payments from 240 countries and territories." CEO Massaro emphasized AI-driven efficiency outcomes already showing up in operations: "We've seen approximately 40% of customer inquiries auto-resolved without human intervention, with 30% reduction in support handling time and cost per contact." President & COO Rob Orgel highlighted enterprise consolidation and software-led monetization with specific client examples, saying Cornell University "has committed to a long-term agreement for our full student financial software suite" and Endeavor Health expansion now covers "pre-service, point of service, and post-service patient payments, deeply integrated with Epic." CFO Cosmin Pitigoi summarized Q1 results and margin/operating leverage, stating, "Total revenue reached $184 million" and "Adjusted EBITDA was $39 million, resulting in a 21.4% margin expanding at 452 bps year-over-year." He also announced the new capital return action: "Today, we're announcing an accelerated share repurchase program of up to $50 million under our existing share repurchase authorization." Outlook CFO Pitigoi raised full-year guidance: "We are raising both revenue and EBITDA guidance for the full year 2026" and now expects "18% to 24% FX-neutral revenue growth" and "approximately 175 to 375 basis points of full year EBITDA margin expansion,...
Rafael_Wiedenmeier/iStock Unreleased via Getty Images A top Google ( GOOG ) ( GOOGL ) scientist issued a warning to EU antitrust regulators on Tuesday that their proposal requiring the company to share search engine data with competitors like OpenAI ( OPENAI ) risked exposing users' private information, Reuters reported. Sergei Vassilvitskii, a distinguished scientist at the Alphabet unit since 20...
Rafael_Wiedenmeier/iStock Unreleased via Getty Images A top Google ( GOOG ) ( GOOGL ) scientist issued a warning to EU antitrust regulators on Tuesday that their proposal requiring the company to share search engine data with competitors like OpenAI ( OPENAI ) risked exposing users' private information, Reuters reported. Sergei Vassilvitskii, a distinguished scientist at the Alphabet unit since 2012, will meet EU antitrust officials on Wednesday to discuss his concerns and propose a broader approach with better guardrails, the report added. Last month, the European Commission sent preliminary findings to Google outlining proposed measures to comply with the Digital Markets Act, or DMA, under which the company should allow third-party search engines to access Google search data, including that of AI chatbots with search functionalities. At the time, Google said in an email to Seeking Alpha that the Commission’s proposal would force it to hand the data over to third parties "with dangerously ineffective privacy protections." Google had also noted in the email that the investigation appears to be driven at least in part by OpenAI, which is seeking to take advantage of the DMA to harvest data from Google in ways not expected by the drafters of the DMA. According to the company, this provision in the DMA was not intended to force Google to hand over private search data to AI providers like OpenAI. Vassilvitskii said the issue is the Commission's proposed method to ensure anonymized personal data. His remarks underline concerns that this may not be strong enough to prevent modern AI tools from sifting through the data to identify people, the report noted. "We are concerned because the EC's approach to anonymization fails to protect Europeans' privacy: our red team managed to re-identify users in less than two hours," Vassilvitskii said to the news agency. Google's AI red team is a group of hackers who simulate several realistic adversary activities to expose potential...