News — AI supercycle headlines

The Wall Street Journal6d agoneutral

Block Lifts Guidance on Higher Payment Volumes, Boom in Lending

The fintech company now expects adjusted earnings of $3.85 a share this year, a 62% uplift from 2025.

XYZ

Moby6d agoneutral

Lifetime Brands, Inc. Q1 2026 Earnings Call Summary

Moby summary of Lifetime Brands, Inc.'s Q1 2026 earnings call

WMT

MarketBeat6d agoneutral

Galapagos Q1 Earnings Call Highlights

Galapagos (NASDAQ:GLPG) executives used the company’s first-quarter 2026 earnings call to highlight what Chief Executive Officer Henry Gosebruch described as a “real transformation,” including portfolio changes, management and board updates, and an upcoming corporate rebrand to Lakefront Biotherapeu

GILD

The Wall Street Journal6d agoneutral

Software Shines With Booming Earnings Season Thundering Along

A wave of blockbuster earnings in tech is catching a couple software companies, too. Shares in Datadog jumped 31% on Thursday after the company reported 32% year-over-year revenue growth. Cybersecurity provider Fortinet added 20%, after it said it was seeing higher demand for its offerings because of artificial intelligence.

DDOG FTNT MDB WDAY

Moby6d agoneutral

U.S. Energy Corp. Q1 2026 Earnings Call Summary

Moby summary of U.S. Energy Corp.'s Q1 2026 earnings call

USEG

Moby6d agoneutral

Allegro MicroSystems, Inc. Q4 2026 Earnings Call Summary

Moby summary of Allegro MicroSystems, Inc.'s Q4 2026 earnings call

ALGM

Moby6d agoneutral

Amprius Technologies, Inc. Q1 2026 Earnings Call Summary

Moby summary of Amprius Technologies, Inc.'s Q1 2026 earnings call

AMPX AVAV

Moby6d agoneutral

ESAB Corporation Q1 2026 Earnings Call Summary

Moby summary of ESAB Corporation's Q1 2026 earnings call

Moby6d agoneutral

Celsius Holdings, Inc. Q1 2026 Earnings Call Summary

Moby summary of Celsius Holdings, Inc.'s Q1 2026 earnings call

CELH PEP

Reuters Videos6d agoneutralVIDEO

Recent earnings signal strain on low-income consumers, expert says

<body>STORY: McDonald's was among the companies on Thursday that said higher gas prices linked to the Iran war were disproportionately hurting low‑income consumers, as the burger chain warned of a weak start to its second quarter."The lower end seems to be really struggling at this point," Buchanan said. "And this earnings season really has highlighted that. From Whirlpool to McDonald's, we've seen some of these names and corporations really communicate [that] in a very direct way.""The tipping point is an inflection in labor," Buchanan continued. "If we have a labor blip where jobs aren't as plentiful... we really feel like there's a lot of stress that could emanate throughout our marketplace" that could pressure U.S. stock prices.</body>

MCD

MarketBeat6d agoneutral

Fluence Energy Q2 Earnings Call Highlights

Fluence Energy (NASDAQ:FLNC) reported fiscal second-quarter 2026 results and reiterated its full-year outlook, pointing to accelerating order intake, a record backlog, and growing traction with data center customers following the signing of master supply agreements (MSAs) with two major hyperscalers

FLNC

Motley Fool6d agoneutral

McDonald's (MCD) Q1 2026 Earnings Transcript

Christopher Kempczinski: Good morning, everyone, and thank you for joining us. In a challenging environment, our system stayed focused on what we can control, delivering on the things that matter most to our customers, compelling value that brings customers in the door, breakthrough marketing that gives people a reason to choose McDonald's and great tasting menu innovation that keeps us relevant and gives customers more of what they want.

MCD

Motley Fool6d agoneutral

Fluence (FLNC) Q2 2026 Earnings Transcript

Joining me on this morning's call are Julian Nabrita, our President and Chief Executive Officer; and Ahmed Pasha, our Chief Financial Officer. A copy of our earnings presentation, press release and supplementary metric sheet covering financial results, along with supporting statements, schedules, including reconciliations and disclosures regarding non-GAAP financial measures are posted on the Investor Relations section of our website at fluenceenergy.com. During the course of this call, Fluence's management may make certain forward-looking statements regarding various matters related to our business, including, but not limited to, statements related to our future financial and operational performance, future market growth and related opportunities, anticipated growth and business strategy, liquidity and access to capital, expectations related to pipeline, order intake and contracted backlog future results of operations, the impact of the -- on e Big Beautiful Bill Act, projected costs, beliefs, assumptions, prospects, plans and objectives of management and the timing of any of the foregoing.

FLNC

Motley Fool6d agoneutral

Endeavour Silver (EXK) Q1 2026 Earnings Transcript

Dan Dickson: Thank you, Allison, and welcome, everyone. With the [ Cubo ] plant expansion substantially complete and Terronera's operations performing near design expectations, we are entering an exciting phase for the company, and we look forward to building on this momentum as we progress throughout the year. In Q1, Endeavour produced nearly 2 million ounces of silver and 12,000 ounces of gold with base metals, totaling 3 million silver equivalent ounces.

EXK

Barrons.com6d agoneutral

Retail Earnings Will Show How Much Pressure Consumers Are Under

Upcoming results from Walmart, Target and other retailers could offer fresh insight into how consumers are handling high gas prices and a tougher economic backdrop.

TGT WMT

Motley Fool6d agoneutral

Unity (U) Q1 2026 Earnings Call Transcript

Unity is on an incredible trajectory, growing rapidly on both the top line and the bottom line while also shipping the most ambitious product road map in our history, a product road map that we believe will transform both Unity and the future of interactive content creation. As Jarrod will share in more detail later, we expect the second quarter to bring more of the same with guidance for strategic ad revenue to grow 50% year-over-year, including robust Vector revenue growth as well as year-over-year margin expansion.

GuruFocus.com6d agoneutral

Air Canada Pulls 2026 Guidance As Revenue Rises 11%

Air Canada suspends its full-year outlook as higher jet fuel prices pressure aviation, despite first-quarter revenue beating estimates.

UAL

Motley Fool6d agoneutral

Albemarle (ALB) Q1 2026 Earnings Transcript

Jerry Masters: Thank you, Meredith. Moreover, year-to-date, we've delivered $40 million in cost and productivity improvements and remain on track to hit our full year target of $100 million to $150 million.

ALB

Motley Fool6d agoneutral

Datadog (DDOG) Q1 2026 Earnings Transcript

During this call, we will make forward-looking statements, including statements related to our future financial performance, our outlook for the second quarter and the fiscal year 2026 and related notes and assumptions, our product capabilities and our ability to capitalize on market opportunities. Additional information will be made available in our upcoming Form 10-Q for the fiscal quarter ending March 31, 2026, and other filings with the SEC. With that, I'd like to turn the call over to Olivier.

DDOG

Trefis6d agoneutral

Freeport-McMoRan Earnings: The Good, the Bad, and the Grasberg

There is one metal quietly sitting at the center of the modern economy. It runs through electric vehicles, powers AI data centers, and connects massive renewable energy projects around the world. That metal is copper, and few companies produce more of it than Freeport-McMoRan (NYSE: FCX.

AEM FCX NEM SCCO TECK

Barchart6d agoneutral

AbbVie Delivers Strong Q1 Earnings Beyond Humira. This Dividend King Still Shines.

Q1 earnings show this Dividend King still looks built for the long term.

ABBV

Barchart6d agoneutral

Super Micro Computer Crushed Earnings. Wall Street Still Can’t Stomach SMCI Stock’s Reputation

SMCI's history of concerning scandals casts an unattractive light on its shares.

SMCI

Schaeffer's Investment Research6d agoneutral

Options Traders Eyeing 2 Burger Giants After Earnings

SHAK is trading at its lowest level in two years

MCD

GuruFocus.com6d agoneutral

Goldman Issues Stark Message on Amazon and Alphabet Earnings Impact

Shock Report: Amazon and Alphabet Mask True S&P 500 Earnings Reality, Says Goldman Sachs

AMZN GOOG GOOGL

Motley Fool6d agoneutral

Earnings Season Is Two-Thirds Over. Here's How It's Going and What It Means for the Market.

First-quarter results are shaping up to be the best since 2021.

SPGI ^GSPC

MarketBeat6d agoneutral

Datadog Q1 Earnings Call Highlights

Datadog (NASDAQ:DDOG) reported first-quarter 2026 results that management described as a “very strong start to 2026,” highlighted by accelerating revenue growth, record new-logo activity, and expanding product adoption tied to both AI and traditional observability demand. Q1 results show accelerati

DDOG

MarketBeat6d agoneutral

Celsius Q1 Earnings Call Highlights

Celsius (NASDAQ:CELH) executives touted record first-quarter 2026 revenue, expanding market share, and integration progress across the company’s multi-brand energy drink portfolio during its earnings webcast, while also noting near-term commodity and freight pressures that could influence the timing

CELH

MarketBeat6d agoneutral

APA Q1 Earnings Call Highlights

APA (NASDAQ:APA) reported first-quarter 2026 results highlighted by higher-than-guided Permian oil production, strong execution across its portfolio, and nearly $0.5 billion in free cash flow, while management reiterated a focus on capital discipline and balance sheet improvement amid heightened geo

APA

Motley Fool6d agoneutral

Cirrus Logic (CRUS) Q4 2026 Earnings Transcript

Chelsea Heffernan: Thank you, and good afternoon. Joining me on today's call is John Forsyth, Cirrus Logic's Chief Executive Officer; and Jeff Woolard, our Chief Financial Officer. Today, at approximately 4:00 p.m. Eastern Time, we announced our financial results for the fourth quarter and full fiscal year 2026.

CRUS