Microsoft (MSFT)

Shares of semiconductor company Semtech (NASDAQ:SMTC) jumped 9.7% in the afternoon session after chip stocks rallied to start the week as investor optimism rose following trade discussions between U.S. and Chinese officials in London. 

The BofA Securities software research team hosted 18 public and 10 private companies at a tech conference. Key takeaways included Microsoft's Azure momentum and Datadog's AI growth potential. Salesforce and ServiceNow also noted healthy pilot activity for agentic applications.

According to a report by CNBC, the figure does not include licensing revenue from Microsoft and other large one-time deals.

The iOS 26 announcement also marks a significant change in how Apple names iOS versions.

Shares of mobile app advertising platform AppLovin (NASDAQ: APP) fell 5.6% in the morning session after the company wasn't added to the S&P 500 Index following the quarterly rebalancing. 

Shares of industrial fluid and energy systems manufacturer Graham Corporation (NYSE: GHM) jumped 8.8% in the afternoon session after the company reported strong first-quarter 2025 (fiscal Q4) results, which blew past analysts' revenue, EPS, and EBITDA expectations. 

Microsoft’s new portable gaming devices are expected to be released by the end of 2025, although pricing details have not been disclosed.

Oracle stock is gaining with earnings due later this week. Strong results from tech peers are pointing to "comeback quarter," analyst says.

Meta Platforms Inc (NASDAQ: META) considering over $10 billion investment in Scale AI, last valued at $14 billion. Partnered on Defense Llama program.

Cathie Wood is bullish on biotech companies using gene sequencing, AI, and CRISPR tech to cure previously untreatable diseases.

Meta stock was hovering above a key level after a report that the Facebook parent company is eyeing a $10 billion investment into Scale AI.

Water and fire protection solutions company Core & Main (NYSE:CNM) will be reporting results tomorrow before the bell. Here’s what investors should know.

Arcade company Dave & Buster’s (NASDAQ:PLAY) will be announcing earnings results tomorrow after market hours. Here’s what investors should know.

Personalized clothing company Stitch Fix (NASDAQ:SFIX) will be announcing earnings results tomorrow after market close. Here’s what to expect.

Packaged foods company J.M Smucker (NYSE:SJM) will be announcing earnings results tomorrow before market open. Here’s what to look for.

Footwear and accessories discount retailer Designer Brands (NYSE:DBI) will be reporting earnings tomorrow morning. Here’s what to expect.

Ming-Chi Kuo predicts that while Apple's AI strategy will take center stage at WWDC 2025, no major breakthroughs are expected, but clear explanations and a roadmap for AI development could meet market expectations.

Pierre Ferragu, an analyst at New Street Research, criticized Apple's approach to AI reasoning models, claiming the company is ignoring the revolution and falling behind its competitors in AI innovation.

The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Integral Ad Science (NASDAQ:IAS) and the rest of the advertising software stocks fared in Q1.

Scale AI, based in San Francisco, California, and co-founded by Alexander Wang in 2016, provides data labeling and model evaluation services to develop AI applications.