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Netflix, and 10 More Stocks Unfairly Punished On Earnings -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2633968050","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633968050?lang=en_us&edition=fundamental","pubTime":"2026-05-05 03:38","pubTimestamp":1777923480,"startTime":"0","endTime":"0","summary":"Over the long-term, the stock market is very good at valuing companies. Over the short run, not so much.Not every stock price reaction to recent earnings reports seems fair. Some companies have been punished for pristine results. That can be an opportunity for investors.Through midday trading on Monday, more than 500 companies in the Russel 1000 had reported quarterly results. Things are going well, with 80% of companies beating Wall Street estimates by an average of 20%. Earnings growth has been an impressive 27%.That performance has landed with a thud. The average stock move after earnings is a whopping 0.1% gain. Last quarter, Russell stocks gained an average of 0.5% for 10% earnings growth.Still, not every stock price reaction feels justified. Seaport analyst Patrick Palfrey tracks stock price moves that are \"out of sync\" with underlying fundamentals. 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market is riding high on an AI spending boom - but what could crack this rally?","url":"https://stock-news.laohu8.com/highlight/detail?id=2633950245","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633950245?lang=en_us&edition=fundamental","pubTime":"2026-05-05 02:45","pubTimestamp":1777920300,"startTime":"0","endTime":"0","summary":"Earnings have dazzled in Q1, but continued upward revisions to 2026 outlooks have been highly concentrated. The market is riding high as investors look past the Iran conflict. But the bull market rests on a few critical assumptions.Investors - at least those in the equity market - appear to be looking past risks tied to the Iran conflict, focusing instead on an artificial-intelligence spending boom that has prompted Wall Street analysts to dramatically raise their expectations for corporate profits in 2026.As the first-quarter earnings season rumbles on, those lofty expectations have looked justified so far: The pace of earnings growth reported by firms so far has dramatically surpassed analysts' expectations. That's even as Wall Street analysts continued to push up their profit forecasts for the largest U.S. companies heading into earnings season.If those assumptions break down, the same forces that have lifted stocks could quickly become sources of pressure, said Josh Jamner, 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AI Spending Won't Stoke Inflation? This Time Could Be Different. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2632954235","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2632954235?lang=en_us&edition=fundamental","pubTime":"2026-05-04 23:55","pubTimestamp":1777910100,"startTime":"0","endTime":"0","summary":"Big tech spending on artificial intelligence is set to soar past $1 trillion next year as companies race to secure their place in the queue of the world's hottest technology. That is a level equal to around one third of all U.S. profits outside of the financial sector, and around 2% of U.S. GDP.The upshot of a ll that spending, however, is a likely boost to inflation prospects, which are already rising from oil and energy prices tied to the U.S. war with Iran and the on again, off again nature of tariffs put in place by President Donald Trump.\"The U.S. economy appears to be rotating into a 'Run Hot' regime, which favors investment over consumption, pressuring the consumer alongside an ongoing energy shock,\" he added. \"It's the biggest macro shift no one's discussing: technology has turned inflationary.\". 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The stock briefly fell below $400 last week as investors took fright at its annual guidance for around $190 billion in capital spending.Microsoft was a Barron's stock pick in March, when shares were trading at around $402.\"The market is willing to look past very high capital spending only if it is accompanied by very high and accelerating cloud sales growth,\" wrote Ned Davis Research analyst Pat Tschosik in a research note.Microsoft's Azure cloud-computing unit is hardly doing badly -- the company expects cloud revenue to grow between 39% and 40% in the current quarter. But that wouldn't be an acceleration from the 40% growth for its most recent quarter.By comparison, Google parent Alphabet reported 63% growth for its smaller 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Stocks Plunge as Amazon Announces Market-Disrupting Logistics Expansion","url":"https://stock-news.laohu8.com/highlight/detail?id=1183993650","media":"Deep News","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1183993650?lang=en_us&edition=fundamental","pubTime":"2026-05-04 23:01","pubTimestamp":1777906908,"startTime":"0","endTime":"0","summary":"Transportation stocks in the U.S. experienced a sharp decline on Monday morning following an announcement from Amazon.com regarding an expansion of its logistics services. 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Chatter: OpenAI Forms $10 Billion AI Deployment Venture With Private Equity Backing","url":"https://stock-news.laohu8.com/highlight/detail?id=2632462956","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2632462956?lang=en_us&edition=fundamental","pubTime":"2026-05-04 21:38","pubTimestamp":1777901939,"startTime":"0","endTime":"0","summary":"Microsoft -backed OpenAI has secured more than $4 billion from investors for a new joint venture valued at $10 billion to expand adoption of its artificial intelligence products, Bloomberg News reported Monday, citing a person with knowledge of the matter.The venture, dubbed The Deployment Company, is backed by 19 investors, including TPG , Brookfield Asset Management , and Bain Capital, the source reportedly said.OpenAI will retain majority ownership and control, according to the report.The initiative is intended to use investor networks, which include more than 2,000 portfolio companies and clients, to accelerate enterprise uptake of OpenAI's technology, Bloomberg quoted the source as saying.The development comes as OpenAI and Anthropic compete to grow enterprise sales of AI software ahead of potential public listings, Bloomberg reported.OpenAI, TPG, Brookfield and Bain did not immediately respond to requests for comment from MT Newswires.Price: 416.49, Change: +2.30, Percent 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exec touts Copilot Studio agent built for family calendar management","url":"https://stock-news.laohu8.com/highlight/detail?id=2632956625","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2632956625?lang=en_us&edition=fundamental","pubTime":"2026-05-04 21:30","pubTimestamp":1777901420,"startTime":"0","endTime":"0","summary":"Microsoft management highlighted a Copilot Studio use case that lets users build custom AI agents to automate everyday coordination tasks using Microsoft 365 data.In a discussion in Sydney, a demonstrator described building a “family calendar assistant” that integrates Outlook calendars to review schedules, flag conflicts, suggest actions, reschedule meetings, and draft an email notification.Management framed the example as evidence of a shift toward “agentic” systems that can take actions on a user’s behalf, positioning it as a next phase of AI adoption tied to practical, real-world outcomes.Disclaimer: This news brief was created by Public Technologies  using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Microsoft Corporation published the original content used to generate this news brief on May 03, 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Systems Targets $26.6 Billion Valuation in Upcoming IPO","url":"https://stock-news.laohu8.com/highlight/detail?id=1187447243","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1187447243?lang=en_us&edition=fundamental","pubTime":"2026-05-04 21:27","pubTimestamp":1777901226,"startTime":"0","endTime":"0","summary":"Another significant contender in the AI chip sector is preparing to enter the public markets. Cerebras Systems, a competitor to NVIDIA, has officially commenced its IPO roadshow. 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