MKTW News & Events

Investor sentiment is proving to be less fragile than feared as traders have shrugged off both the no-deal result from U.S.-Iran negotiations in Pakistan this weekend as well as less-than stellar earnings out of Goldman Sachs - the first mega-cap to post Q1 earnings - which shed 2% on the day.  Instead, areas of the market such as Software which have been hit particularly hard in early 2026 were some of the brightest spots on Monday - Oracle, Cadence Design, and Ficoall rallied sharply from their recent multi-week lows.  After falling by nearly 30% year-to-date, the iShares Expanded Tech-Software Sector ETF (IGV) was up 5.4% on Monday - the biggest gain in a year.Hopes for continued dialog regarding conflicts in the Middle East are keeping risk-on flows in the opening hour of the evening session as well.  S&P e-minis and Nasdaq 100 futures are up 0.1% and 0.2% respectively, while WTI Crude Oil has resumed its retreat, falling below $98 per barrel - this despite spiking 8% above $104 when futures reopened last night.Tuesday morning earnings out of JPMorgan, Citi, Wells Fargo, and Blackrockare keeping the markets focused on the Financials sector.Check out this evening's top movers from around Wall Street, compiled by The Fly.HIGHER -Bloom Energyup 15.5% after announcing expanded partnership with OracleCredo Technology Groupup 9.9% after acquiring DustPhotonicsSandiskup 2.8% after being started a EvercoreMarketWise1.9% after Q1 billings dataDOWN AFTER EARNINGS -FB Financial Corpdown 2.9%ALSO LOWER -Spyre Therapeuticsdown 2.0% after equity offering

Backs FY26 cash for operating activities view $50M.

Paid Subscribers returned to growth in first quarter 2026 following stabilization in the second half of 2025, reflecting improved customer acquisition and retention. Paid subscribers were 381,000 at March 31, 2026, compared to 374 thousand at December 31, 2025. Active Free subscribers were 2M at March 31, 2026. "We are pleased with the momentum we are seeing in our business with 15% Billings growth to start 2026, which is a continuation of the growth we saw in 2025," said Dr. David Eifrig, Chief Executive Officer of MarketWise. "Further, the return to paid subscriber growth reflects the work our teams have done to sharpen our marketing execution, enhance our product offerings, and re-engage our audience, while maintaining pricing discipline. The 15% year-over-year increase in Billings to approximately $81 million demonstrates real top-of-funnel momentum, and as a leading indicator, gives us increased visibility into future revenue recognition. We look forward to providing a full discussion of our Q1 2026 financial results in the weeks ahead."