markets

Luke Kawa12/16/25

Rezolve Ai soars after management boosts 2025 annual recurring revenue guidance by 33%

It’s been a rocky stretch for the AI trade as of late — but not so bad that surprisingly strong results can’t send a smaller company levered to the theme to the moon.

Shares of Rezolve Ai are surging, up more than 20% in early trading after a boost to its 2025 guidance.

Management said that December would be a record month for sales, which are poised to exceed $17 million, and that the company is on track to exit 2025 with annual recurring revenues of $200 million. That’s 33% above its previous guidance for a year-end exit rate of $150 million issued at the start of October. The company also reaffirmed its 2026 guidance that it would exit next year with $500 million in ARR.

Rezolve Ai specializes in agentic commerce tools and boasts partnerships with Microsoft and Google.

Reading in between the lines, management also clearly thinks its stock price should be higher based on this operational performance. Per the press release:

“Rezolve Ai currently has a market capitalization of under $1 billion. While the Company does not comment on valuation, management believes that the scale of its recurring revenue base, improving operating leverage, and visibility into future growth provide investors with a clearer framework for evaluating the Company’s long-term trajectory.”

This bullishness is also present in the options market, where over 23,000 calls have traded a little more than half an hour into the session versus a 20-day average of 6,373.

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Paige Oamek5/22/26

Hardware stocks jump thanks to server demand and record Lenovo revenue

Server stocks are rallying as Dell, Super Micro Computer, and Hewlett Packard Enterprise ride the momentum of Hong Kong-based Lenovo. The PC maker’s stock rose 19% on Friday, hitting an all-time high, on record Q4 earnings.

Powering the positive earnings report was the company’s AI-related revenue, which grew 84% in the fourth quarter and now makes up over a third of total revenue. Investors seem to think the increased demand for servers could have trickle-down effects for other companies.

“The company’s results and commentary reinforced the outlook for strong AI-infrastructure demand while indicating resilient broader traditional server and storage spending,” wrote Woo Jin Ho, a senior technology analyst at Bloomberg Intelligence. “Lenovo’s $21 billion AI-server pipeline and remarks that demand is outpacing supply support Dell’s AI-demand momentum and point to robust orders.”

AI’s insatiable computing demand is reshaping the hardware industry and driving up server demand.

Dell will report first-quarter earnings on Thursday, May 28.

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Luke Kawa5/22/26

markets

Helena Cheng5/22/26

Ross Stores surges as Q1 results beat expectations, full-year guidance raised

Ross shares are rising after the company delivered strong Q1 results, with sales topping Wall Street’s projections.

The stock soared 6.3% just after the open.

Key numbers:

Earnings per share of $2.02 vs. $1.47 year over year (estimate: $1.72).
Sales of $6.01 billion, up 21% year over year (estimate: $5.61 billion).
Comparable sales growth of 17% (estimate: 8.58%).

CEO Jim Conroy attributed the results to better traffic in stores. “Customer traffic was the primary driver of the strong sales trend as compelling merchandise assortments, higher customer acquisition and engagement from our ongoing marketing initiatives, and an improved in‑store experience are resonating with shoppers.”

The company also noted that transaction volume grew across all key demographics, including “income levels, ethnicities, and age groups, including younger customers.” Sales were also likely buoyed by standard seasonal tailwinds, including consumer spending from tax refunds.

Backed by the strong quarter, the company lifted its full-year targets. Ross now projects same-store sales growth of 6% to 7%, up from the prior forecast of 3% to 4%, topping Wall Street’s estimate of 4.64%. It boosted its annual EPS guidance to a range of $7.50 to $7.74, versus the prior outlook of $7.02 to $7.36.

Ross Stores has been one of the retail sector’s standout performers this year, rising around 20% year to date as of Thursday’s close.

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