AI Stock Market News Today

Bandwidth (BAND) saw a massive price breakout after reporting stronger-than-expected first-quarter revenue. The rally highlights the company's growing momentum as an AI-integrated telecommunications provider.

• Q1 FY26 revenue exceeded analyst expectations
• Single-day stock price increase of nearly 37%

eBay reported first-quarter growth in revenue and profit that exceeded analyst expectations. However, shares fell as investors reacted to a deceleration in Gross Merchandise Value (GMV) projections.

• Q1 revenue and profit growth exceeded Wall Street estimates
• Gross Merchandise Value (GMV) showed upside surprises in the first quarter

SoFi Technologies shares have declined 42% from their record highs despite strong growth in revenue and customer acquisition. Management is actively defending the company against allegations raised in a recent short report.

• Stock price down 42% from record high
• Adjusted revenue grew 38% to $3.6 billion in 2025

Microsoft's latest financial results show strong momentum in cloud services and Copilot adoption. However, investors are reacting negatively to the rising costs associated with AI infrastructure.

• Cloud growth remains a primary strength
• Copilot adoption is scaling rapidly

National Fuel Gas Company reports a 13% increase in adjusted earnings per share for the second quarter. The company has issued full-year guidance and detailed a significant pipeline upgrade project.

• Adjusted EPS of $2.71 for Q2
• 13% year-over-year earnings growth

World Acceptance Corporation has detailed a personnel expense budget of $47 million to $49 million for the first three quarters of fiscal 2027. The plan coincides with a 5% reduction in field headcount as the company undergoes a leadership transition.

• Personnel budget set at $47M-$49M for first three quarters of FY2027
• Field headcount reduced by 5%

The iShares Core High Dividend ETF (HDV) experienced a significant spike in trading activity on Thursday. The surge was primarily fueled by a sharp rally in Qualcomm and gains in Altria Group.

• HDV volume reached 866,000 shares, far exceeding the 196,000 average
• Qualcomm shares jumped 17.1% with 35.1 million shares traded

The VanEck Uranium+Nuclear Energy ETF saw significant gains on Thursday, while the Amplify Cybersecurity ETF faced downward pressure. Sharp declines in key security software providers weighed heavily on the cybersecurity index.

• VanEck Uranium+Nuclear Energy ETF (NLR) increased by 3.8%
• Amplify Cybersecurity ETF (HACK) decreased by 2%

Intercontinental Exchange, ConocoPhillips, and other major firms have declared their second-quarter dividends. ICE highlighted the group with an 8% year-over-year increase in its payout.

• ICE dividend raised to $0.52 from $0.48 (8% increase)
• ConocoPhillips payout set at $0.84 per share

Amazon, Microsoft, and Google all exceeded first-quarter cloud revenue expectations, signaling a massive acceleration in enterprise AI adoption. Google Cloud recorded its fastest growth rate on record, driving a significant surge in Alphabet's share price.

• Google Cloud revenue hit $20.03 billion, a 63% increase
• AWS revenue grew 28% to $37.6 billion

Hershey reports a surge in demand for Ice Breakers and protein bars linked to the rising use of GLP-1 weight-loss medications. Despite a 10% increase in quarterly revenue, the company's shares saw a slight decline in early trading.

• Ice Breakers sales increased over 8% in Q1
• Protein bar sales grew by 17%

Gasoline prices in California have surged to $6 per gallon following the continued closure of a critical global oil export corridor. National averages have jumped nearly 30 cents in a week as hopes for a diplomatic resolution fade.

• California gas prices reached $6.01 per gallon, the highest level since October 2023
• US national average gasoline price rose from $4.03 to $4.30 in one week