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Wix.com (NASDAQ:WIX) reported a 14% rise in first-quarter revenue year over year (YOY) this morning, to reach $541 million, while bookings grew 15% YOY. Despite a growing threat to the website builder from AI competition, management still expects 2026 to deliver mid-teens percentage growth in bookings and revenue. The company repurchased approximately 30% of its outstanding shares in April, on the back of a weak stock price, which dipped over 10% in an early response to this update.

• "Innovation in the web and app building space has accelerated": CEO and co-founder Avishai Abraham also told us, "We recently built our own proprietary LLM that is now powering [website editor] Wix Harmony." Coding platform Base44 is pitched as "a leader in AI-powered innovation," including superagents and a native artificial intelligence (AI) assistant.
• Anthropic "formally announced the rollout of Claude Design": Earlier this month, Fool contributing analyst Eric Volkman probed Wix.com's share price weakness, noting Claude Design's claimed ability "to create polished visual work like designs, prototypes, slides, one-pagers, and more" is similar to some Wix offerings.

PaySign (NASDAQ:PAYS) reported a record first quarter yesterday, with revenue soaring 50.8% YOY to $28 million to beat the top end of management guidance. Earnings of $0.09 per share beat analysts' expectations of $0.07. Management guided for Q2 revenue of between $26.2 million and $26.7 million. The stock showed no movement in early trading.

• Plasma revenue "should grow sequentially throughout the year": The company's plasma donor compensation business suffered from the closure of 19 centers in May, though CFO Jeff Baker expects moves of donors to other centers to minimize the revenue impact.
• "Alibaba's full-stack AI investments have progressed from incubation to commercialization at scale": Alibaba (NYSE:BABA) CEO Eddie Wu spoke of "accelerated breakthroughs across models, cloud infrastructure, and applications," as the Chinese internet giant reported Q4 earnings. Revenue, however, grew only 3% YOY, as non-GAAP (generally accepted accounting principles) EBITDA (earnings before interest, taxes, depreciation, and amortization) fell 84%. The stock dipped 2% in a pre-market reaction.

• Doximity (NYSE:DOCS) -- an SA rec from Team Rule Breakers -- is due to release fourth-quarter figures this afternoon, after reporting a 10% revenue gain in Q3. Analysts expect the medical network provider to grow revenue 4.8% YOY in the final quarter, marking a slowdown from the previous quarter and down from 17% in the same quarter last year.
• Karooooo (NASDAQ:KARO) concludes fiscal 2026 with a Q4 update after market close. Recommended by Team Hidden Gems, the mobility software provider posted top- and bottom-line beats in Q3 as growth accelerated, with management saying the company operates "in an expanding and largely underpenetrated market."
• Cisco (NASDAQ:CSCO) -- beating the S&P 500 by 72% since its 2024 rec in Hidden Gems -- will post Q3 earnings after the closing bell, following a Q2 that saw revenue and earnings rise in double digits. AI infrastructure revenue is a key thing to watch, as the company targets over $3 billion in the full year. Eyes open for new security offerings, too.

Which, if any, positions have you sold all or some of from your portfolio in the last month, and why?

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