ニュース

May 12 (Reuters) - India's Nifty IT index tumbled 3.6% on Tuesday to its lowest level since May 2023, as a weak earnings outlook and fears of slowing demand for traditional IT services rattled

Marathon Petroleum (NYSE:MPC) reported stronger first-quarter 2026 results, with management pointing to improved refinery reliability, elevated refining margins and a favorable supply-demand backdrop shaped in part by geopolitical disruptions in the Middle East. On the company’s earnings call, CEO

MP Materials (NYSE:MP) reported higher first-quarter revenue and adjusted earnings as the rare earths producer posted record NdPr oxide output and sales, advanced downstream magnet operations and reiterated expectations for initial magnet revenue in the second half of 2026. Founder, Chairman and Ch

Mosaic (NYSE:MOS) executives said the company is cutting costs, curtailing some phosphate production and reducing capital spending as geopolitical disruptions drive raw material shortages and pressure fertilizer industry margins. On the company’s first-quarter 2026 earnings call, President and Chie

Hims & Hers Health (NYSE:HIMS) reported first-quarter 2026 revenue growth and raised its full-year revenue outlook, while executives said a strategic shift in the company’s weight-loss business is creating short-term margin pressure and volatility in GAAP results. On the company’s earnings call

Estée Lauder’s first quarter results met Wall Street’s revenue expectations and were received positively by the market, as management attributed performance to double-digit growth in fragrance, strong online sales, and gains in key markets such as Mainland China and emerging economies. CEO Stephane de la Faverie highlighted that “three of four regions grew organically,” with notable share gains in China, the U.S., and across the company’s fragrance portfolio. A strategic focus on channel optimiz

Babcock (NYSE:BW) reported a sharply stronger first quarter of 2026, with management pointing to rising demand for power generation from utilities, industrial customers and AI data centers as a key driver of growth. Chairman and CEO Kenneth Young said on the company’s earnings call that the quarter

Archer Aviation (NYSE:ACHR) executives said the company is increasing investment across its civil air taxi, defense and aviation software efforts as it advances aircraft certification, prepares for U.S. test operations and develops a new hybrid aircraft with defense technology company Anduril. On t

ExxonMobil’s first quarter results were shaped by its ability to respond to significant disruptions in the global energy market while maintaining operational reliability. Management highlighted that increased oil production in the Permian and Guyana helped offset external impacts, such as conflicts in the Middle East and weather events in key production regions. CEO Darren Woods emphasized that the company’s diverse asset base and scale allowed it to “respond quickly and manage effectively throu

POET Technologies Inc. (NASDAQ:POET) is one of the 10 Stocks With Easy Double-Digit Returns. POET Technologies rallied for a second day on Monday, climbing 27.09 percent to close at $13.90 apiece, as investors resumed buying positions ahead of the results of its earnings performance this week. Based on its historical reporting dates, POET Technologies Inc. […]

WEBTOON Entertainment (NASDAQ:WBTN) reported first-quarter 2026 revenue that declined slightly from a year earlier, while profitability improved as the digital comics and storytelling platform cited stronger gross margins, cost discipline and growth in paying users. Founder and CEO Junkoo Kim said

Rigetti Computing (NASDAQ:RGTI) reported higher first-quarter 2026 revenue and highlighted the launch of its 108-qubit Cepheus-1-108Q system as management emphasized customer adoption, ongoing fidelity improvements and a sizable cash position to fund its quantum computing roadmap. Chief Executive S

Quantum Computing (NASDAQ:QUBT) reported a sharp year-over-year increase in first-quarter revenue as recent acquisitions began contributing to results, while management outlined plans to expand manufacturing capabilities and advance its quantum photonics product roadmap. On the company’s first-quar

Chevron’s first quarter results for 2026 were met with a negative market reaction, reflecting investor concerns about flat sales and a notable drop in operating margin, despite meeting Wall Street’s revenue expectations. Management attributed the quarter’s performance to strong upstream production—including a substantial boost from legacy Hess assets integration—and disciplined execution across volatile markets. CEO Michael Wirth highlighted operational resilience and the company’s ability to ca

Thank you for attending the Babcock & Wilcox Enterprises First Quarter 2026 Conference Call. You may proceed, Ms. Brooks. Sharyn Brooks: Thank you, Allen, and thanks to everyone for joining us on Babcock & Wilcox Enterprises First Quarter 2026 Earnings Conference Call.

Moderna’s first quarter was marked by a sharp increase in revenue, driven by the fulfillment of large international contracts, particularly through a strategic partnership in the United Kingdom. Management attributed the strong year-over-year growth to international demand for its COVID vaccine products, with CEO Stéphane Bancel noting, “We grew year-over-year revenues significantly to $0.4 billion, driven primarily by execution of our long-term strategic partnership in the U.K.” Despite these g

Plug Power (NASDAQ:PLUG) reported higher first-quarter revenue and a narrower gross loss as management said cost cuts, stronger electrolyzer activity and improving hydrogen fuel economics supported progress toward its 2026 profitability targets. On the company’s 2026 first-quarter earnings call, CE

Marathon Digital (NASDAQ:MARA) executives said the company used the first quarter of fiscal 2026 to accelerate its shift from a pure-play Bitcoin miner toward a broader digital infrastructure business focused on power-backed AI, high-performance computing and critical IT workloads. Chairman and CEO

There's a version of Walmart most people still picture. Fluorescent lights, crowded aisles, maybe a cart with a wobbly wheel. That version still exists. But the company Wall Street is paying 43 times forward earnings for? That's a different beast entirely.As of 2026, Walmart is a 63-year-old ...

Figma has tumbled since its IPO. Is it time for redemption?

Brookfield Corporation is entering a transformational growth phase.

Halozyme Therapeutics (NASDAQ:HALO) reported a sharp increase in first-quarter 2026 revenue and earnings, driven by continued growth in royalties from its ENHANZE drug-delivery platform, and announced a new $1 billion share repurchase authorization. On the company’s earnings call, President and CEO

Pangaea Logistics (PANL) delivered earnings and revenue surprises of +120.00% and +6.98%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

SATELLOGIC INC (SATL) delivered earnings and revenue surprises of +20.00% and -5.17%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

ALTI GLOBAL INC (ALTI) delivered earnings and revenue surprises of +33.33% and +14.59%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Almonty Industries Inc. (ALM) delivered earnings and revenue surprises of +33.33% and +19.90%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Accelerating AI demand and estimate revisions has recently drawn renewed interest from Goldman Sachs on Nvidia. The stock is second on our list of 12 AI Stocks Wall Street Is Watching Now. On May 7, analyst James Schneider reiterated a Buy rating on the stock with a $250.00 price target. With Nvidia posting its earnings on […]