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Dave & Buster's (PLAY) posted Q1 FY2026 revenue of $559.2M and adjusted EPS of $0.22, both well below consensus, as comparable-store sales fell 5.4%. Shares slid more than 13% in after-hours trading despite adjusted free cash flow swinging to a positive $25.3M.
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Fiserv named Takis Georgakopoulos as CEO effective immediately, replacing Mike Lyons — who heads straight to Truist Financial as its new chief. The abrupt leadership swap sent FI shares down roughly 6–7% in premarket trading even as the company held its FY2026 guidance.
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Salesforce has signed a definitive agreement to acquire Fin — the AI customer service company formerly known as Intercom — for approximately $3.6 billion, or roughly 9x ARR. The deal is expected to close in Salesforce's fiscal Q4 2027, with CRM shares edging higher on the news to snap a…
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American Express is buying TheFork — Tripadvisor's European restaurant reservation platform — for roughly $700 million in cash. The deal would push Amex's total bookable venues to ~75,000 and sent TRIP shares up ~14%.
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Olin (OLN) and Huntsman (HUN) have agreed to a merger of equals — an all-stock, no-cash deal that creates OlinHuntsman Corporation with roughly $12.5B in combined 2025 revenue. HUN dropped ~10% premarket on the news.
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Qualcomm is reportedly in early talks to buy AI chip startup Tenstorrent for $8B–$10B, per The Information. The deal is unconfirmed, but QCOM still rallied ~4.3% on Monday.
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The Federal Reserve's two-day FOMC meeting kicked off Tuesday under new Chair Kevin Warsh, with the rate decision due Wednesday at 2 p.m. ET. Markets are broadly pricing in a hold, even as inflation picks up and energy prices stay elevated.
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Fox Corporation agreed to buy Roku for roughly $22 billion in cash and stock, a deal that sent Fox's own shares plunging ~17% on dilution and debt concerns — while Roku barely budged.
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Amazon has secured a $17.5 billion syndicated delayed-draw term loan with Citibank as administrative agent. The deal highlights the staggering scale of AI infrastructure spending across Big Tech.
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SpaceX's record-breaking IPO keeps running: SPCX has surged roughly 30% from its $135 offer price to top a $2 trillion market cap, and options begin trading on Cboe today — just two sessions after the stock debuted.
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Citi slashed its Brent crude forecasts after the US-Iran framework deal pointed to Strait of Hormuz reopening — but gold rallied for a third straight session, with markets focused on easing inflation expectations rather than fading safe-haven demand.
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With oil prices pulling back, the dollar weakening, and rate expectations softening at the margin, the market is asking whether heavily sold AI hardware names — down sharply last week — are poised for a re-entry. Here's the logic, the BofA catalyst, and the key risks.