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Key Highlights
Key HighlightsWDAY closed at $146.19, up 12.45% on 29 May 2026 on relativeVolumeof 1.94x (11.22M shares) on record market day, sustained by momentum from May 21 Q1 FY2027Earningsbeat showing 13.5% subscriptionRevenuegrowth, 31.8% non-GAAPMargin/">Operating Margin, and best ACV growth in 5 years.Q1 FY2027 (ended April …
Key HighlightsNVDA fell 1.45% on 29 May 2026 to $211.14, underperforming despite strength in AI peers, as investors took profits and positioned ahead of CEO Jensen Huang's Computex keynote scheduled for Monday.The decline extended a 10-session soft stretch: NVDA fell in 8 of the …
Key HighlightsMSFT closed at $450.24, up 5.45% on 29 May 2026 on relativeVolumeof 2.40x, adding approximately $107 billion in marketCapitalizationand closing the week with a $3.34 trillionMarket Valueon institutional conviction buying.Microsoft disclosed a $37 billion AI-Revenuerun rate across Azure, Microsoft 365 Copilot, GitHub, and …
Key HighlightsMU surged 5.14% on 29 May 2026 to $971.00, continuing an extraordinary run that saw the stock jump 19.29% on 26 May to briefly cross a $1 trillion marketCapitalizationfor the first time.Micron's entire 2026 high-bandwidth memory (HBM) capacity is sold out, creating structuralScarcityand …
Meta Platforms, Inc. (Nasdaq:META), headquartered in Menlo Park, California, operates Facebook, Instagram, WhatsApp, and Messenger, the Family of Apps segment generating roughly 97% of revenue through advertising. Reality Labs develops metaverse and AR/VR hardware and software. The company serves approximately 3 billion daily active …
Key HighlightsDDOG surged 9.82% on 29 May 2026 to $247.35 as the market extended a two-day AI conviction wave ignited by Snowflake's 36% surge on 28 May and Dell Technologies' record AI serverEarnings.FedRAMP High certification for Datadog's government offering expands addressable market into regulated …
Key HighlightsBAND surged 12.68% on 29 May 2026 to $64.97 after Q1 2026Earningsbeat with adjusted EPS of $0.38 versus $0.30 consensus (+26.7%),Revenueof $209M (+20% year-over-year), and record adjusted EBITDA of $26M.Full-year 2026 guidance raised to $880M–$900M revenue (18% growth) and $119M–$125M adjusted EBITDA (31% …
Key HighlightsPLTR closed at $156.54, up 9.21% on 29 May 2026 on relativeVolumeof 2.77x (92.19M shares) on record market day, delivering best single-session performance in ~12 months and marking continued momentum from Q1Earningsand Pentagon's Maven AI program-of-record designation.Q1 2026 catalysts (reported May 4): US …
Key HighlightsBNZI closed at $3.88, up 12.14% on 29 May 2026 on relativeVolumeof 0.54x (526K shares) on a record market day, with no confirmed company-specific catalyst identified, suggesting momentum-driven thin-tape dynamics rather than fundamental repricing.Most recent catalyst: May 15 Q1 2026EarningsshowedRevenueflat sequentially but down …
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