Roblox shares fell after it cut bookings guidance, citing safety-related changes and mounting competition risk. Reddit climbed on expectations that AI is boosting advertising growth, alongside a solid revenue outlook. Atlassian also gained momentum after raising revenue forecasts, driven by stronger cloud and AI demand. Markets are now weighing users, ads, enterprise demand, and competitive threats.
SoFi Technologies shares fell about 9% after a strong Q1 2026 performance, including a $1.1 billion revenue beat. Revenue rose 43%, net income jumped 134%, and members reached 14.7 million. But investors focused on softer forward guidance: the full-year outlook missed expectations and Q2 growth suggested a slowdown toward 30%.
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