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1. Autodesk Leads Earnings from Team Rule Breakers’ Recs
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Autodesk (NASDAQ:ADSK) opened fiscal 2027 yesterday by beating first-quarter revenue, profit, and cash flow expectations – with revenue up 18% year over year (YoY). The stock dipped over 5% in pre-market trading, as management warned its sales organization restructuring could cause disruption.
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MongoDB (NASDAQ:MDB) popped 10.6% by yesterday’s close, widely seen as a result of Snowflake’s (NYSE:SNOW) Q1 results. MDB’s cloud demand led to a standout first quarter, with cash flow nearly doubling. Management raised full-year revenue expectations to $2.92–$2.96 billion. The stock gained around 3% pre-market.
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Okta (NASDAQ:OKTA) gained more than 7% in early trading, as subscription growth helped it to a solid first quarter. Speaking of the potential for AI agent products, CEO Todd McKinnon said “the pipeline's bigger than anything we have ever seen.”
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2. News from Team Hidden Gems’ Recs You Won’t Want to Miss
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SentinelOne (NYSE:S) saw fiscal Q1 revenue climb 21% YoY, as the number of customers generating more than $100,000 in annual recurring revenue rose 17% to 1,702. The AI-driven cybersecurity specialist saw non-GAAP EPS double over the same quarter last year, though the company reported some margin pressures. |
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8% of workforce to be cut in growing AI focus: Planned layoffs are expected to affect about 230 employees and result in a one-time cost of approximately $25 million. Management guidance for Q2 revenue came in below analyst expectations. The stock fell close to 20% before today’s opening bell.
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Costco (NASDAQ:COST) stock remained largely unmoved overnight, even though fiscal Q3 saw steady growth with revenue up 11.6% year over year. Much of the year’s focus is on digitally enabled sales, which grew 20.8% YoY this quarter.
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3. Here’s Why Gap and Dell are Swinging This Morning
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Dell (NYSE:DELL) soared nearly 40% in overnight trading, after guidance smashed through analysts’ estimates. Management expects full-year revenue to reach $167 billion – up from previous guidance for $140 billion – including $60 billion from AI server sales. In the fiscal first quarter just reported, revenue climbed 88% YoY. |
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“Agentic AI is driving a new marketplace for traditional servers that we have not seen before”: COO Jeffrey W. Clarke added the company is winning in “all 4 major businesses [of] PC, server, storage, AI servers.”
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Gap (NYSE:GAP) plunged over 15% early this morning, after the clothing retailer saw Q1 revenue increase by just 1.2% YoY. Despite margins being hit by tariffs, the company returned $464 million via buybacks and raised its quarterly dividend 6%.
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4. What You Need to Consider Ahead of the SpaceX IPO
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SpaceX has lowered its target IPO valuation to at least $1.8 trillion, reports Bloomberg – down from an earlier target of $2 trillion or more. |
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A SpaceX take from Team Rule Breakers: Fool analyst Tim Beyers notes “I’ve said before that for the story to work out for common shareholders, SpaceX will need to effectively create space-based data centers that are either as advanced or more advanced than anything else coming from industry leaders such as Nvidia (NASDAQ:NVDA). To pull that off, I think two elements of Elon Musk’s other businesses will prove crucial: 1) Terafab, and 2) Optimus.”
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“Space is a vacuum and the rules of physics apply differently in orbit than they do here on Earth”: Tim continues “Robotics have a long history of aiding space travel, and I can envision several Optimus-family or Optimus-adjacent robots performing tasks in orbital data centers that wouldn’t be safe for humans. At the same time, SpaceX’s orbital data centers will only be as good as the compute they can produce consistently. Terafab is likely to be where these chips are invented, tested, and ultimately produced.”
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