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HSBC Cuts Palantir Technologies as Explosive AI Competition Threatens Growth Story

HUBS heads into Q1 earnings with AI-driven growth and strong ecosystem lock-in, but macro risks, competition and a weak ESP cloud outlook.

Coinbase will report Q1 results on May 7. Revenue and EPS estimates fall amid weaker crypto volumes. Will subscriptions and USDC soften the blow?

ARM heads into fiscal Q4 earnings with 18% revenue growth expected, but the model signals mixed odds for a beat despite strong royalty and licensing momentum.

Could SOUN's surging enterprise and voice AI demand outweigh heavy investment costs and a premium valuation heading into its Q1 earnings?

SWKS will report fiscal Q2 results on May 5, with revenue guidance between $875M and 925M. Non-GAAP EPS expected to be $1.40 at the midpoint.

AFRM is set to report Q3 fiscal 2026 results on May 7, with GMV, active consumers and transaction growth expected to lift revenues nearly 27% year over year.

Palantir has gotten off to a difficult start to the year.

Brett A. Cope: Thank you, Ryan, and good morning, everyone. Thank you for joining us today to review Powell's fiscal 2025 third quarter results. Powell delivered a strong third quarter, as operationally, the team continues to execute at a high level.

PYPL heads into Q1 results with modest revenue growth expected and EPS decline forecast, as competition and FX pressures weigh.

Brett Cope: Thank you, Ryan, and good morning, everyone. Thank you for joining us today to review Powell's fiscal 2025 fourth quarter and full year results. Compared to the fourth quarter of last year, we achieved gross profit dollar growth of 16%, revenue growth of 8% and the generation of $61 million in operating cash flow.

SYM heads into Q2 earnings with strong revenue growth expectations, fueled by deployments, the Fox Robotics acquisition and rising systems demand.

Brett Cope: Thank you, Ryan. Thank you for joining us today to review Powell's fiscal 2026 1st quarter results. As our first quarter results continue to demonstrate Powell's unique and advantaged position against a backdrop of what are secular and increasingly durable growth trends, the growing and broad investment in power generation and grid modernization to support data center and AI capacity growth, domestic manufacturing, electrification and the nationally important export of energy resources like LNG, are validating our now nearly decade-long strategic effort to transform Powell into a more diversified manufacturer of electrical distribution products and systems.

Options show strong upside positioning ahead

On resource procurement, we recently received proposals in response to the all-source RFP issued later last year, which targeted new resources beginning service between 2029 and 2031. In summary, we are executing our plan, delivering operational excellence to our customers, investing in grid expansion to serve Arizona’s rapid growth, and improving investment recovery to reduce regulatory lag while ensuring affordability for customers.

Pinnacle West Capital (NYSE:PNW) opened 2026 with first-quarter results that management said were in line with the financial guidance issued in February, supported by higher transmission revenue, weather-driven demand, and continued customer growth in Arizona. Management points to Arizona growth an

Paramount Skydance is scheduled to report first-quarter results after Monday’s close, its first report since winning the bidding war for Warner Bros. Discovery.

One Stop Systems heads into Q1 earnings release with AI demand tailwinds, but a weak revenue outlook, supply issues and Bressner divestiture cloud its near-term performance.

First, I would like to welcome Mike Fitzgerald, our CFO, to the call. Mike has been with BWXT since 2022 and previously held the roles of Chief Accounting Officer, Head of Finance and CFO of Government Operations. Second quarter financial results exceeded our expectations, driven by strong execution and pacing of work in Government Operations.

Space IPO plays Firefly Aerospace and Voyager Technologies report late Monday. Rocket Lab reports Thursday.

IBRX's Q1 outlook rides on Anktiva's surging uptake, with preliminary revenues showing triple-digit growth ahead of its earnings report later this month.

In addition to this commercialization focus, research and clinical progress remain paramount. Before I cover R&D highlights for the quarter, I would like to acknowledge our CSO, David Altshuler's retirement a year from now and the planned CSO transition to Mark Bunnage, our current SVP and Global Head of Research.

RELY gears up for Q1 results with strong revenue growth expectations, driven by higher send volumes, Flex demand and expanding digital adoption.

IT heads into Q1 earnings release, with a slight top-line dip expected, as Conferences growth helps offset softer Insights and Consulting trends.

MAIN heads into Q1 earnings with rising income expectations, but higher expenses, mixed estimates and weak surprise history cloud the outlook.

HSBC Downgrade Puts Advanced Micro Devices Rally Under Pressure

PLPC posts strong y/y sales growth in Q1, but higher costs and a tax charge lead to a decline in earnings.

ACHC Q1 tops estimates with 37 cents EPS and 7.6% revenue growth, driven by higher patient days and admissions despite shorter stays and rising costs.

Walmart's (WMT) second P&L has driven a significant upward revaluation of its share price, though UB

OMF slips despite Q1 earnings beat as rising expenses, credit costs and weaker receivables offset gains in net interest income.