Breakfast News: PINS Mood Board Is Turning Bullish

Breakfast News: PINS Mood Board Is Turning Bullish

May 5, 2026

Source: Image created by Jester AI.

1. PINS Jumps on Record Active Users

**Pinterest **(PINS 1.30%) soared over 15% ahead of the market open after results showed the fastest sales growth since Q2 2024, driven by higher monthly active users (MAU), with revenue guidance for the coming quarter ahead of expectations.

• “We remain focused on ensuring monetization more fully reflects the strength of our engagement”: The 11% jump in MAU versus last year represented a 10th straight quarter of double-digit user growth, yet CEO Bill Ready explained the push continues to turn this into tangible profits.
• “The bull case for Pinterest is compelling”: In March, Fool analyst Rich Greifner explained the Rule Breakers recommendation “boasts a large, engaged user base with high commercial intent – exactly the audience advertisers covet.”

2. Notable Overnight Foolish Results

• Duolingo (DUOL 4.98%) fell almost 14% before the opening bell as results offered cautious guidance that, as investment in teaching quality and new subjects ramps up, profitability and gross margin could dip for the Rule Breakers rec through the end of the year.
• Vertex Pharmaceuticals (VRTX +1.04%) was little changed ahead of the market open after posting a mixed bag of results. Adjusted earnings per share beat analyst expectations, but revenue didn’t. The stock is outperforming the S&P 500 by 7% since the February 2022 Stock Advisor rec by Team Rule Breakers.
• Palantir Technologies (PLTR +0.52%) fell close to 3% in pre-market trading after posting results, despite U.S. revenue growing 104% year over year. Operating expenses increased, along with disappointment from some investors who had a high bar of expectations.

3. Apple Eyes Intel for AI Chips

Bloomberg reports Apple (AAPL +2.08%) has held internal talks about using new processor manufacturers, including Intel (INTC +13.79%), as a way to limit supply chain disruptions and diversify away from using Taiwan Semiconductor (TSM 0.60%).

• Lack of chips for iPhone and Mac is constraining growth: The news comes swiftly after CEO Tim Cook explained the business has “less flexibility in the supply chain than we normally would” on the quarterly earnings call last week.
• Landing Apple would be a major win for Intel: Intel CEO Lip-Bu Tan is targeting new customers for chip production as part of the turnaround strategy, making the company a natural fit to take some market share away from incumbents such as TSM.

4. Next Up: Tuesday Tech Earnings

• Advanced Micro Devices (AMD +11.44%) reports after the market close. The Rule Breakers rec is following on from record results last quarter, driven by the data center segment. The same division is expected to drive the company this quarter from AI ramp.
• PayPal (PYPL 1.82%) should deliver earnings before the opening bell, aiming to build on a steady quarter last time around, with a focus on new CEO Enrique Lores and his strategic direction pivot for the Hidden Gems rec.
• Coupang (CPNG 1.39%) also reports ahead of the market opening, after missing revenue expectations in the previous quarter. Recommended in Stock Advisor by Team Rule Breakers, Coupang will be hoping to deliver strong active buyer growth to reduce investor concerns.

5. Your Take

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