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What Moved Markets — 12am ET, May 10, 2026

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Headlines

  • AMD management expresses increased confidence in AI position — Server CPU opportunity cited at $120 billion

  • Angi suspends guidance and pivots to AI-native marketplace — Shares fall 28.6%

  • DoubleVerify reports Q1 revenue growth of 10% year over year — Newer AI, social media, and streaming TV products gain traction

  • Nvidia commits over $40 billion to AI investments in early 2026 — Includes major stake tied to OpenAI

  • Shoals Technologies Q1 Revenue Surges 75% to Record $758M Backlog — SHLS

  • Array Technologies Posts Record $2.4B Orderbook Despite Q1 GAAP Loss — ARRY

  • [Yeahmobi Insight] One in Six People Now Uses AI: A Turning Point for Global Advertising Strategies

GoodMoat publishes hourly macro-headline digests synthesized by AI from leading financial newswires (Reuters, Bloomberg, Tiingo). Each bulletin is editorially reviewed for accuracy before publication. See the Macro Desk editorial process for details.