News

The team discusses GameStop’s proposal to buy eBay, a rumor regarding interest from Anthropic to buy Atlassian, and lessons from a great acquirer in Berkshire Hathaway.

Nvidia (NVDA) is a semiconductor giant and artificial intelligence king. It makes GPUs, CPUs, AI inference accelerators, and networking solutions (which are becoming increasingly more important). The company divides its revenue sources into five end markets: Data Center, Gaming, Professional ...

Dutch Bros (NYSE:BROS) reported stronger-than-expected first-quarter results and raised its full-year outlook, with management citing sustained transaction growth, food rollout momentum, beverage innovation and an accelerated development pipeline. On the company’s May 6 earnings call, Christine Bar

BlackSky Technology (NYSE:BKSY) raised its 2026 revenue and adjusted EBITDA outlook after reporting first-quarter results that management said reflected accelerating demand for its Gen-3 satellite imagery and AI-enabled intelligence services. Chief Executive Officer Brian O'Toole said on the compan

Becton, Dickinson and Company (NYSE:BDX) reported fiscal second-quarter revenue and adjusted earnings ahead of its internal expectations, while management raised its full-year adjusted earnings outlook and said growth was broad-based across most of the portfolio. Chairman, Chief Executive Officer a

BCE (NYSE:BCE) reported higher first-quarter revenue and adjusted EBITDA as contributions from Ziply Fiber and growth in AI-powered enterprise services helped offset competitive pressure in wireless and softer traditional advertising demand at Bell Media. On the company’s Q1 2026 earnings call, Pre

Brookfield Asset Management (NYSE:BAM) reported higher first-quarter fee-related earnings and said it expects 2026 to be a record year for fundraising, supported by large capital mandates, flagship fund launches and the pending full integration of Oaktree. Chief Executive Officer Connor Teskey said

(Bloomberg) -- The war in Iran was supposed to derail the rally in US stocks and weigh on company outlooks. Instead a blowout earnings season is providing fresh fodder for Wall Street bulls.Most Read from BloombergTrump Wants to Make H-1B Workers More Expensive for US EmployersBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsOnline Mob Fuels 6,000% Stock Rally in Obscure SpaceX RivalTrump Punts Thorniest Iran Challenges in Push to Open HormuzIran War Is Draining World

Arlo Technologies (NYSE:ARLO) reported record first-quarter 2026 revenue and earnings, with management pointing to rapid growth in paid accounts, higher average revenue per user and expanding services margins as the main drivers of the quarter. CEO Matt McRae described the period as a “spectacular

Amprius Technologies (NYSE:AMPX) reported record first-quarter 2026 revenue and raised its full-year sales outlook, citing expanding adoption of its silicon-anode batteries across unmanned aerial systems, light electric vehicles and defense-related applications. Chief Executive Officer Tom Stepien

Pan American Silver Corp. (NYSE:PAAS) is one of the 10 Best Quality Stocks to Buy and Hold for the Next 5 Years. On May 5, 2026, Pan American Silver Corp. (NYSE:PAAS) reported Q1 adjusted EPS of $1.09, versus the $1.06 consensus estimate. Revenue totaled $1.15B, while attributable revenue reached $1.33B compared to consensus expectations of […]

Albemarle (NYSE:ALB) reported a sharply stronger start to 2026, with management citing higher lithium pricing, increased volumes and cost improvements across its energy storage and specialties businesses. On the company’s first-quarter earnings call, Chief Executive Officer Kent Masters said Albema

Xometry (NASDAQ:XMTR) reported accelerating first-quarter 2026 growth and raised its full-year outlook, citing stronger marketplace activity, expanding buyer adoption and operating leverage across its AI-driven custom manufacturing platform. Chief Executive Officer Randy Altschuler said the quarter

Ziff Davis (NASDAQ:ZD) reported a modest decline in first-quarter 2026 revenue from continuing operations, while management emphasized a broader shift in capital allocation that includes stock repurchases, selective acquisitions and potential asset monetization. Chief Executive Officer Vivek Shah s

Xenon Pharmaceuticals (NASDAQ:XENE) said it is preparing to submit a new drug application to the U.S. Food and Drug Administration in the third quarter of 2026 for azetukalner, its investigational anti-seizure medicine, after reporting positive Phase 3 data in focal onset seizures during the first q

TeraWulf (NASDAQ:WULF) said its first-quarter 2026 results reflected a business shifting from Bitcoin mining toward contracted high-performance computing, or HPC, leasing revenue, as management highlighted progress at its Lake Mariner campus and continued demand for power-backed AI infrastructure.

WW International (NASDAQ:WW), operator of WeightWatchers, reaffirmed its 2026 financial outlook after reporting first-quarter results that reflected continued pressure in its legacy behavioral subscription business, offset in part by growth in its clinical weight-management offering and higher-value

Wendy's (NASDAQ:WEN) reported first-quarter results that management said were largely in line with expectations, while acknowledging the restaurant chain remains in the early stages of a U.S. turnaround effort aimed at improving traffic, operations and franchisee economics. Interim Chief Executive

Fidelity National Information Services Inc (FIS) reports impressive Q1 2026 results, driven by significant revenue growth, enhanced EBITDA margins, and a groundbreaking AI partnership.

The Wendy's Co (WEN) faces sales declines but remains optimistic with international growth and a new franchise agreement in China.

Innodata is one stock clearly in the winners’ column. Shares of the data engineering company skyrocketed 80% today on record setting quarterly results. Ridgefield Park, N.J.-based Innodata focuses on delivering annotated and curated data required to train and refine advanced AI models.

NRG Energy, Inc. (NYSE:NRG) is one of the 15 Best Power Generation Stocks To Buy For Data Center Demand. On May 6, 2026, NRG Energy, Inc. (NYSE:NRG) reported Q1 adjusted EPS of $1.49 compared to $1.73 consensus, while revenue came in at $10.26B versus $8.64B expected. CEO Robert Gaudette said the company’s generation fleet performed […]

UnitedHealth Group (UNH) has been in focus after first quarter 2026 earnings, a higher full year earnings outlook, and plans to cut prior authorization requirements, while analysts highlighted the stock following these updates. See our latest analysis for UnitedHealth Group. The stock has reacted strongly to the first quarter earnings update and guidance lift, with a 30 day share price return of 20.15% and 90 day share price return of 33.65%. However, the 1 year total shareholder return is...

Trade Desk (NASDAQ:TTD) reported first-quarter 2026 revenue growth of 12% year over year, as management highlighted continued strength in connected TV, audio, retail data and international markets while acknowledging a more complex macroeconomic environment for large advertisers. The advertising te

TSS (NASDAQ:TSSI) reported a sharp year-over-year decline in first-quarter revenue as procurement activity normalized from unusually high levels a year earlier, but executives said growth in the company’s higher-margin systems integration business helped support profitability and reinforced its 2026

Tandem Diabetes Care (NASDAQ:TNDM) reported record first-quarter pump shipments and sales for 2026, while reaffirming its full-year outlook as the diabetes technology company advances a shift toward pharmacy-channel reimbursement, expands direct international operations and prepares several product

Synaptics (NASDAQ:SYNA) reported its sixth consecutive quarter of double-digit year-over-year revenue growth in the third quarter of fiscal 2026, with management pointing to continued strength in core IoT products and expanding customer activity in Edge AI and robotics. President and CEO Rahul Pate

MP Materials Corp (MP) reports a 63% year-over-year increase in NDPR oxide production and doubles material segment revenue, despite facing operational challenges.