Sentiment Summary
Recent Events
AppLovin's Q1 2026 earnings release is scheduled.
First quarter 2026 earnings release expected; analysts forecast revenue of $9.83B and EPS of $1.18-$1.27 forecasted.
Q2 2026 earnings release is scheduled. Analysts forecast EPS of approximately $2.56-$2.58. This event is estimated to have a medium price impact of approximately 5-7% based on historical volatility forecasted.
Intel's Q1 2026 earnings release is scheduled for April 23, 2026, with analysts forecasting EPS of $0.01 and revenues of $11.7B-$12.7B; this is estimated to have a >=1% price impact and is scheduled.
IBM is scheduled to announce its Q1 2026 financial results on April 22, 2026. A 1% price impact is estimated due to pre-earnings positioning, scheduled.
Q1 2026 earnings release and conference call for April 22, 2026, with low impact expected as the event has not yet occurred, scheduled.
On March 26, 2026, William Blair downgraded Adobe stock to 'Market Perform' citing rising competition; a medium impact (>=5%) is estimated.
Stock fell approximately 7% on March 26, 2026, amid reports of concerns over e-commerce spending trends, customer churn, and short-seller allegations.
Veritone announced on March 26, 2026, a multi-year agreement to migrate its AI solutions to Oracle Cloud Infrastructure (OCI), signaling a strategic customer win for Oracle's cloud business.
On March 26, 2026, reports emerged that Microsoft suspended new hiring in major divisions to cut costs ahead of its fiscal year-end. This hiring freeze may signal concerns about slowing revenue growth, potentially weighing on investor sentiment by 1% or more, scheduled.
Announced an expansion of its global partnership with management consulting firm Bain & Company on March 26, 2026, to deepen AI collaboration and broaden client access to Palantir's platforms.
A New Mexico jury found Meta violated state consumer protection laws regarding child safety and ordered the company to pay $375 million in penalties on March 25, 2026.
A California jury found Meta liable for negligence in designing addictive platforms harmful to youth mental health on March 25, 2026, a landmark verdict that could influence thousands of similar cases.
AMD plans to raise CPU prices by 10-15% in April 2026; medium importance as price hikes can drive ≥5% price impact scheduled.
Intel reportedly informed customers of CPU price increases of 10-15% starting in March 2026; this margin-expanding move is estimated to have a >=5% price impact.
Announced an expansion of its affiliate partner program on Facebook to include major retailers like Amazon, eBay, and Temu on March 25, 2026, set to roll out in the coming months.
The Pentagon designated Palantir's Maven AI system as a 'program of record' on March 23, 2026, transitioning it from a pilot to a permanent, budget-backed program for weapons targeting across the U.S. military.
Announcement of Prisma Browser evolution for AI agents on March 23, 2026. Low importance estimated due to typical minor price impact of product updates, scheduled.