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Palantir reported Q1 revenue of $1.63B vs. $1.54B expected, with adjusted EPS of $0.33 vs. $0.28 consensus. Net income roughly quadrupled YoY to $870.5M. U.S. commercial revenue surged 133% while government revenue climbed 84%. Management guided Q2 revenue to $1.8B (vs. $1.68B consensus) and full-year 2026 revenue of $7.65B—a 71% annual jump above the $7.27B Street estimate. Stock trading at $146.03.
AMD reported after the bell: EPS $1.53 (vs. $1.29 est), revenue $10.27B (vs. $9.89B est)—both significant beats. However, shares had already dropped ~5.3% during Monday's session after HSBC analyst Frank Lee double-downgraded to Hold, slashing AI GPU revenue estimates to $14.6B from $18.5B citing MI450 ramp uncertainty and TSMC capacity constraints. After-hours shares recovered modestly to $343.15 (+0.47%).
Alphabet's market cap has surged past $4.6T following a 10% post-earnings pop last week (Google Cloud revenue topped $20B). The stock needs only ~4% more upside to reach roughly $401/share and overtake Nvidia. Options traders assign a 53% probability it touches that level by May 15. The 1-year return now stands at 140%.
Jefferies raised CoreWeave's target to $160 from $120 (Buy), citing the $21B Meta deal, Anthropic partnership, and $6B Jane Street agreement. Bank of America bumped to $140 from $120. The stock trades at ~$125. Q1 earnings report due May 7 with revenue expected near $1.96B.
Nvidia continues to trade at 18x forward earnings—roughly market multiple—with analysts projecting an average PT of $267.55. Q1 earnings on May 20 are expected to show revenue of $78.8B (+79% YoY) and EPS of $1.76 (+119% YoY). Options market pricing a 10%+ move around the report.
Morgan Stanley predicts $1.25B–$1.75B in passive inflows to Hang Seng Tech Index as Knowledge Atlas (Zhipu AI) and MiniMax join the index June 8. PT raised: Knowledge Atlas to HK$990 from HK$560; MiniMax to HK$1,100 from HK$990. Morgan Stanley sees each frontier Chinese AI model achieving $1B+ revenue in 2026. Alibaba remains their top China internet pick.
Dell closed $64B in AI-optimized server orders in FY2026, shipped $25B+, and carries a $43B AI backlog. AI server revenue hit $8.95B (+342% YoY) in the latest quarter. Bank of America raised PT to $246 from $205 citing agentic AI as the next demand driver. Shares are +63% YTD.
Broadcom generated $8.4B in AI chip revenue in fiscal Q1 2026 (ended Feb 1), with analysts now modeling bottom-line doubling within two years. The stock continues to benefit from custom ASIC demand from hyperscalers and strong networking chip sales.
IonQ reports May 6 with consensus expecting revenue of $49.7M (EPS loss of $0.52). The stock has surged 20%+ recently after landing a DARPA contract and announcing a Florida quantum-safe network initiative. Morgan Stanley raised its PT. Average analyst target sits at $65.18 (Buy).
TSMC's Q1 profit jumped 58% YoY with Q2 revenue guided to $39B–$40.2B. ASML raised its 2026 outlook and plans 60+ low-NA EUV machines this year at $180M+ each. Both companies confirmed hyperscaler infrastructure spending is accelerating, providing a tailwind for the entire semiconductor supply chain.
