Dexcom, Amgen, and Reddit all beat estimates and raised guidance

DXCM reaffirmed its full-year revenue forecast on strong CGM demand, AMGN posted $1.82 billion in Q1 profit and slightly raised 2026 guidance while advancing its weight-loss drug MariTide, and RDDT reported $204 million in Q1 profit with 69% revenue growth and guided Q2 revenue above analyst expectations. Three very different businesses cleared the bar on the same day. Guidance holding or improving is the harder test in this environment, and all three passed it. Watch MariTide clinical progress for AMGN and Reddit's AI-powered ad tools as the next catalysts.

Apple's services growth and Roku's raised ad forecast signal sticky digital spending

AAPL reported 19% profit growth with strong iPhone sales and a second consecutive quarter of solid China performance, while its services business drove meaningful margin expansion. ROKU raised its annual platform revenue forecast, citing sustained advertiser confidence in streaming. Together these results suggest consumer engagement and digital ad budgets are not cracking under macro pressure. Apple's China performance deserves continued watching because two good quarters is a trend worth noting but not a reason to stop paying attention.

Rivian, UPS, and Intel each made structural moves carrying execution risk

RIVN renegotiated its DOE loan down to $4.5 billion from $6.57 billion, enabling earlier fund draws and a 50% increase in planned Georgia plant capacity alongside higher Q1 revenue. The plant still has to get built. UPS outlined a prescription drug delivery growth strategy for H2 2026 and pledged tariff refunds to customers following a Supreme Court ruling on IEEPA-based duties, signaling a pivot toward healthcare logistics that must still prove it can move the needle. INTC slipped 0.29% after completing a 114% April gain driven by AI optimism, raising the fair question of whether that rally has run ahead of what the company has actually delivered.