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Over the last several quarters, fundamentals across our West Coast markets have meaningfully improved. As return-to-office momentum has intensified, space rationalizations by large users have abated, and the artificial intelligence ecosystem has created considerable new business formation and growth, all contributing to a resurgence in space requirements from rapidly scaling new companies and well-established players alike. Recent tenant behavior, both within our portfolio and across the markets in which we operate, points to a constructive dynamic around technological change with companies seeking to utilize AI to enhance their growth and augment their talented team, rather than automating simply to manage costs.

Before we begin, I'd like to acknowledge all those impacted by the Middle East conflict, and I'd like to thank our team members who adapted very quickly and continue to provide extraordinary hospitality during this difficult time. All of this, coupled with our asset-light fee-based business model, positions us to continue producing significant free cash flow and driving meaningful shareholder returns. For the first quarter, System-wide RevPAR increased 3.6% year-over-year, driven by broad growth across all chain scales, brands and segments, as well as sequential monthly improvement throughout the quarter in the U.S.

Centrus Energy heads into Q1 earnings with falling EPS estimates, rising uranium prices and delayed shipments that could shift margins and revenues.

Moby summary of Hilton Worldwide Holdings Inc.'s Q1 2026 earnings call

Meta Platforms (NASDAQ:META) reports Q1 2026 earnings on Wednesday, April 29, after market close. Management has guided Q1 revenue to $53.5 billion to $56.5 billion, embedding what CFO Susan Li called an outlook for accelerated growth. Shares trade around $675, up 29% over the past month and 3% year to date. The stock now carries ... Meta Reports Q1 Earnings Tomorrow: 3 Things to Watch on AI Spend

Cadence Design Systems (CDNS) delivered one of its strongest Q1 full-year guidance raises on broad-b

Domino's Pizza Inc. (NASDAQ: DPZ) shares fell after a rare double miss on revenue and earnings revealed a growing delivery deficit. While the market remains fixated on the headline miss, the real story is a sharp decline in delivery demand that is forcing a shift in how Americans buy pizza. This trend led management to slash guidance and sparked a debate: Is this a value trap or a strategic entry point.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.7% and the actively tr

Moby summary of Kilroy Realty Corporation's Q1 2026 earnings call

Moby summary of Cadence Design Systems, Inc.'s Q1 2026 earnings call

Moby summary of Amkor Technology, Inc.'s Q1 2026 earnings call

WPP (NYSE:WPP) reported a first-quarter trading update that showed continued top-line pressure but a modest sequential improvement from late 2025, as management pointed to stabilizing actions under its newly launched Elevate 28 strategy and strengthening net new business momentum. Q1 results: Reven

Amkor Technology Inc (AMKR) reports a 27% revenue increase and outlines future growth strategies amid supply chain challenges and geopolitical uncertainties.

Chubb’s first quarter results were shaped by strong premium growth across both property and casualty (P&C) and life insurance businesses, with management attributing the performance to disciplined underwriting and geographic diversification. CEO Evan Greenberg emphasized that “core operating earnings of $6.82 per share were up substantially over the prior year,” highlighting growth in international markets and a rebound from last year’s catastrophe losses. However, management expressed caution a

Kevin Engel: Thank you, Jennifer. Amkor delivered a strong start to the year, achieving record first quarter revenue of $1.68 billion, up 27% year-on-year. Leading chip companies continue to trust us for their advanced packaging and test needs.

Amkor Technology (NASDAQ:AMKR) reported record first-quarter 2026 results and issued a second-quarter outlook that reflects continued momentum across most end markets, while management highlighted ongoing supply-chain constraints for certain materials and increased cost pressure tied in part to geop

Shinhan Financial Group (NYSE:SHG) used its first-quarter 2026 earnings call to outline an updated shareholder value program while reporting higher profit and improved returns, supported by growth in non-interest income and steady capital management. Value Up 3.0 Plus: ROE, shareholder returns, and

KB Financial Group (NYSE:KB) reported first-quarter 2026 net income of KRW 1,892.4 billion, as the lender pointed to resilient fundamentals despite what management described as “unprecedented dual headwinds,” including a sharp rise in exchange rates and the Middle East war. Chief Financial Officer

The S&P 500 was rising with a wave of Magnificent Seven stocks set to report results this week. The Roundhill Magnificent Seven ETF was up 0.9% on a day when the S&P 500 was up 0.1%. The Invesco S&P 500 Equal Weight ETF, which weighs every S&P 500 stock the same, was flat.

Homebuilders continue to see significant sales and earnings declines. However, D.R. Horton delivered a solid performance in its latest quarter versus estimates.

Jabil is gearing up to release its third-quarter results soon, and analysts are expecting a double-digit growth in earnings.

The CBOE Volatility Index (^VIX) is back on the move. The VIX climbed about 2% in early Monday trading, pushing back above 19 with the 20 threshold in view as traders position for the busiest stretch of first-quarter earnings season. The catalyst is concentrated risk: nearly half the Russell 1000 reports this week, including five ... VIX Fear Rising Toward 20 on Tech Earnings, Capex Risk, War Uncertainty

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.1%, and the actively t

While the top- and bottom-line numbers for EQT (EQT) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

AT&T beat Q1 2026 earnings estimates, posted record broadband results, and reiterated guidance, sending shares up nearly 3% on April 23.

This “hidden” AI stock is stepping into the spotlight.

Qnity Electronics is scheduled to post its first-quarter results in May, and analysts predict a double-digit decline in the company’s bottom-line figure.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.4% and the actively trad

Synopsys will release its second-quarter earnings soon, and analysts anticipate a double-digit profit dip.

Moby summary of SLM Corporation's Q1 2026 earnings call