Got AI Chip Stains on my Passport 🌏

I. chips left their mark across the board. The market climbed as investors digested news from the high-profile tech delegation touring China with President Trump.

I. chips. S.

approval for plane sales, but investors wanted more, sending Boeing shares lower amid delivery concerns. I. stocks and related tech names were the main event, pushing new records and stirring chatter on Stocktwits.

Let’s break down the key earnings and market movers. I. isn’t just a buzzword—it’s driving real growth.

Figma’s stock jumped nearly seven percent in regular trading and soared thirteen percent after hours. The company posted adjusted earnings of ten cents a share, beating estimates by four cents, and revenue rose forty-six percent year-over-year to 333 million dollars, beating expectations. 43 billion dollars for the year.

What’s really catching attention is Figma’s net dollar retention hitting 139 percent, its highest in over two years, and a fifty-four percent increase in both paying customers and those with annual recurring revenue over a hundred thousand dollars. The community on Stocktwits is bullish, with many seeing Figma as the go-to design tool across tech companies. —since it still posted a loss of about 142 million dollars this quarter.

I. infrastructure, had a tougher night. 98 million.

Losses widened to twelve cents a share, worse than the nine-cent loss expected. Monthly active users grew eight percent to 56 million. The stock dropped five percent after hours.

I. infrastructure with over 22,000 Nvidia chips. The deal, expected to close mid-June, could boost combined revenue to about 75 million dollars for the quarter.

I. I. story.

Now, let’s hit some of the biggest movers on the day. Ondas Holdings, a drone and wireless tech company focused on defense, exploded higher after a blockbuster quarter. Revenue jumped more than tenfold to just over 50 million dollars, beating estimates by a wide margin.

Full-year revenue guidance soared to at least 390 million dollars, a staggering 670 percent increase from 2025. However, losses before interest, taxes, depreciation, and amortization also rose sharply to 67 million dollars. 5 billion dollars.

five percent but remain down on the year. The key question is whether Ondas can convert its defense backlog into sustained revenue without letting expenses overwhelm the story before the big second-half ramp. I.

chipmaker known for its giant wafer-scale processors, made a huge debut on Nasdaq. 5 billion dollars, and opened at 350 dollars, reaching highs near 385 dollars—up more than sixty eight percent from the IPO price and valuing the company around 70 billion dollars. I.

inference game-changer or just IPO-day excitement. I. model inference and Cerebras’s unique chip size and design.

The bear case highlights reliance on a few big customers like OpenAI and questions about how diversified the revenue base really is. On the macro front, a major filing from former President Trump grabbed attention. His latest ethics disclosure revealed thousands of stock transactions from the first quarter of 2026, showing big moves across mega-cap tech, ETFs, and market-sensitive names.

Notable sales ranged from five to twenty-five million dollars in companies like Microsoft, Amazon, Meta, and the Vanguard Dividend Appreciation ETF. Meanwhile, purchases between one and five million dollars included Nvidia, Oracle, Adobe, Broadcom, Apple, Boeing, Uber, and Costco. This filing offers a rare peek into large-scale portfolio shifts among influential investors, underscoring ongoing confidence in tech giants even amid geopolitical uncertainty.

-related stocks dominated. -driven guidance boost. Unusual Machines gained nearly fourteen percent after a massive 296 percent revenue increase in the first quarter.

Infleqtion edged up slightly after launching Quantum Spectrum. S. Antimony dropped eight percent ahead of earnings.

, Smart Powerr, Nano Nuclear Energy, Greenland Technologies, Data Storage Corp, and several others. I. adoption and tech sector momentum.

That’s your Daily Rip market recap—fast, focused, and ready for your lazy listening. Catch you next time.