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Meta tracking employee keystrokes on Google, LinkedIn, Wikipedia as part of AI training project: report

Microsoft looked at buying Cursor before SpaceX deal: report

Altimmune prices $225M public offering of securities

Thursday’s Economic Calendar

Tesla signals over $25B 2025-2026 CapEx as it targets Optimus production by late July/August and Robotaxi in a dozen states by year-end

QuantumScape reiterates 2026 adjusted EBITDA loss guidance of $250M-$275M while ramping Eagle Line QSE-5 output

Goosehead outlines 2026 revenue growth of 10%-19% while targeting 86% client retention

Lam forecasts June quarter EPS $1.65 ± $0.15 as it raises 2026 WFE view to $140B with upside bias

IBM signals 5%+ 2026 revenue growth and about $1B higher free cash flow, while keeping guidance unchanged

Knight-Swift projects Q2 2026 adjusted EPS of $0.45 to $0.49 as truckload bid targets shift to high single to low double-digit increases

GAP signals MXN 20.8 per share dividend plan as it reiterates 2%-6% 2026 traffic guidance

Texas Instruments expects Q2 2026 revenue of $5B-$5.4B while targeting $2B-$3B 2026 CapEx

Neptune outlines $195M 2026 revenue target and authorizes $100M buyback as Atlas+ beta expands

Cathay General projects 3.40%-3.50% 2026 NIM while ending rate-cut assumptions

Kinder Morgan tops Q1 estimates as gas demand surge offsets lower fuel volumes

Booz Allen sinks as Bessent says Treasury has lost confidence in the company for government contracts

Everforth transition continues as management forecasts Q2 revenue of $970M-$1B and adjusted EBITDA margin of 8.8%-9.5%

Kinder Morgan outlines $10.1B expansion backlog while projecting 2026 adjusted EBITDA more than 3% above budget

Raymond James outlines ~$2.3B noncomp expense target while expecting ~1% Q3 fee growth

Century Communities outlines 2026 deliveries of 9,500 to 10,500 amid reduced guidance

LVS targets $700M Macao quarterly EBITDA while planning Venetian refresh through end of 2027

American Water Works, Essential Utilities merger approved by Kentucky regulator

Navy Secretary John Phelan ousted amid clash with Pentagon leadership

Crown Castle reiterates 2026 outlook with ~$1B buyback plan and $65M annualized cost reduction

Brent crude tops $100 as Iran attacks three ships, U.S. crude stocks post surprise draw

CSX anticipates 2026 free cash flow growth of more than 60% as revenue outlook moves to mid-single digits

YPF investors to pursue international treaty arbitration in $16B judgment

Amerisafe signals mid-single-digit premium growth amid soft pricing and rate pressure

Northrop Grumman Systems wins $207M contract modification, lifting the value to $596M

Weatherford says Mexico starting to pay suppliers as oilfield activity normalizes

General Dynamics unit wins $230M U.S. Navy contract modification

Southern Missouri GAAP EPS of $1.60 beats by $0.08, revenue of $50.25M beats by $0.38M

Neptune Insurance Holdings Inc. Non-GAAP EPS of $0.09 misses by $0.01, revenue of $37.8M beats by $0.59M

Western Alliance targets $8B 2026 deposit growth while projecting NII up 11%-14% toward upper end

Here are the major earnings before the open Thursday

Earnings Snapshot: ServiceNow tops $3.77B Q1 revenue, Non-GAAP EPS in line at $0.97

Tesla pares gain as investors factor in Elon Musk's warning of heavy capex spending

Centurion announces upsizing of private placement

NBHC targets 2026 Q4 EPS above $1 as Vista integration drives ~10% loan growth and ~4% NIM outlook

Patterson-UTI Energy GAAP EPS of -$0.06 beats by $0.04, revenue of $1.12B beats by $20M

Southwest Airlines withholds FY26 profit update on high fuel costs, macroeconomic uncertainty

Argo Graphene Solutions plans C$500,000 private placement

Medpace falls despite Q1 beats; 2026 guidance ranges include consensus

Gold and silver gain but look vulnerable to downturn, analyst says

SES AI Q1 2026 Earnings Preview

Gaming and Leisure Properties Q1 2026 Earnings Preview

Erie Indemnity Q1 2026 Earnings Preview

Customers Bancorp Q1 2026 Earnings Preview

Sallie Mae Q1 2026 Earnings Preview

Alpine Income Property Trust Q1 2026 Earnings Preview