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Key Points:

• Klarna reported a strong Q1 2026 with $1 billion revenue, a net profit of $1 million, and a 21% increase in active users to 119 million, reversing previous losses and boosting operating income to $17 million.
• Despite beating revenue estimates, Klarna issued a cautious Q2 outlook with projected revenue between $960 million and $1 billion, below analyst expectations, but maintained its full-year growth and profitability targets.
• Ondas exceeded Q1 revenue estimates with $50.1 million and raised its 2026 revenue guidance to at least $390 million, driven by a $175 million acquisition of Mistral and growth in defense and autonomy contracts.
• Take-Two shares rose about 6% after a possible preorder date leak for "Grand Theft Auto 6" set for May 18, ahead of the game's November 19 release, alleviating delay concerns and fueling investor optimism.
• Intuitive Machines missed Q1 revenue estimates with $186.7 million and reported a larger-than-expected adjusted loss, but raised full-year revenue guidance and announced a major acquisition to enhance spacecraft communication capabilities.
• POET Technologies surged on a $50 million initial purchase order from a joint venture with Lumilens to develop AI infrastructure components, potentially scaling to $500 million over five years, helping to recover from a recent contract cancellation.