News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Online platform company Coupang (NYSE:CPNG) will be reporting earnings this Tuesday afternoon. Here’s what to look for.
(Bloomberg) -- Strong US corporate earnings led by a buoyant tech sector are overshadowing fears that the Middle East conflict could weigh on stocks, according to strategists at Morgan Stanley.Most Read from BloombergBeijing Tells China Firms to Ignore US Sanctions on RefinersSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzFormer NYC Mayor Giuliani in Critical Condition, Trump SaysPhilippines Says Thousands Evacuated as Mayon V
SPIE’s central fair value moves from €53.45 to €55.59, setting a fresh reference point for how analysts frame the stock. Recent commentary highlights both supportive and cautious readings of earlier target lifts, from the €8 increase at JPMorgan to smaller steps such as €49.50 to €51, which together shape a more finely tuned risk reward story. Read on to see how these evolving price targets and the debate around them can help you track the next turns in the SPIE narrative. Stay updated as the...
Oil and gas producer Occidental Petroleum (NYSE:OXY) will be reporting results this Tuesday after market close. Here’s what you need to know.
Cloudflare shows rising price performance, earning an upgrade to its IBD Relative Strength Rating from 78 to 83.
Server solutions provider Super Micro (NASDAQ:SMCI) will be reporting results this Tuesday after market close. Here’s what you need to know.
Social commerce platform Pinterest (NYSE: PINS) will be reporting results this Monday after market close. Here’s what investors should know.
Samsung Electronics Co Ltd (WBO:SSUN) reports unprecedented growth driven by AI innovations, despite geopolitical and market challenges.
Aerospace and defense company BWX (NYSE:BWXT) will be reporting earnings this Monday after the bell. Here’s what you need to know.
Analog chips maker onsemi (NASDAQ:ON) will be reporting earnings this Monday after market hours. Here’s what to expect.
Offshore drilling contractor Transocean (NYSE:RIG) will be reporting results this Monday after market close. Here’s what you need to know.
Biotech company Vertex Pharmaceuticals (NASDAQ:VRTX) will be reporting results this Monday after the bell. Here’s what investors should know.
Electrical energy control systems manufacturer Powell (NYSE:POWL) will be reporting earnings this Monday after market close. Here’s what to expect.
Data analytics company Palantir Technologies (NASDAQ:PLTR) will be reporting earnings this Monday after market close. Here’s what to expect.
In recent weeks, Powell Industries has drawn heightened attention as multiple Wall Street firms reiterated positive ratings, citing strong revenue visibility supported by a backlog of about US$1.60 billion tied to trends in AI, automation, electrification, and infrastructure spending as of December 31, 2025. An interesting angle for investors is how consistently upbeat earnings estimate revisions and broad buy ratings are aligning around Powell’s execution in custom-engineered electrical...
Language-learning app Duolingo (NASDAQ:DUOL) will be reporting earnings this Monday after market hours. Here’s what to expect.
What triggered the latest interest in Silicon Motion Technology? Silicon Motion Technology (SIMO) has drawn investor attention after reporting a strong Q1 2026 earnings beat, with revenue and earnings rising sharply year over year on embedded storage and AI related demand. The company followed this with upbeat guidance for Q2 2026, targeting revenue of US$393 million to US$411 million and an operating margin range of 19.8% to 21.1%. This guidance has contributed to the latest move in the...
Gen Digital (GEN) has put AI security at the center of its story, pairing the launch of VPN for Agents and expanded Norton AI Agent Protection with Q3 FY2026 results and guidance for continued high single digit growth. See our latest analysis for Gen Digital. Despite a steady stream of AI security launches and partnerships with xAI and Microsoft, Gen Digital’s 1 year total shareholder return is down 23.92%, while the 3 year total shareholder return of 20.29% signals longer term gains from an...
CoreWeave's next report won't be about headline numbers; it'll be about these three signals.
Strategy paused Bitcoin buying ahead of its May 5 Q1 2026 earnings as Saylor signals a normal pace returns next week.
In the first quarter of 2026, Chevron reported revenue of US$48.61 billion, net income of US$2.21 billion, and net oil-equivalent production of 3,858 MBOED, while its board affirmed a quarterly dividend of US$1.78 per share payable on June 10, 2026. Despite lower headline profit driven by timing effects on hedges and legal charges, Chevron’s strong production growth, cash generation and continued dividend commitment underline how its integrated model has held up against significant...
Ariel Investments, an investment management company, released its “Ariel Fund” Q1 2026 Investor Letter. A copy of the letter can be downloaded here. The fund declined 1.48% in the quarter, underperforming both the Russell 2500 Value and Russell 2000 Value indices, which returned 4.77% and 4.96%, respectively. The S&P 500 posted its worst quarterly decline […]
Why Southern Copper’s latest earnings are drawing fresh attention Southern Copper (SCCO) has moved into focus after reporting record first quarter 2026 results, including sales of US$4.25b and net income of about US$1.58b, alongside a leadership transition to a new CEO. See our latest analysis for Southern Copper. Despite the strong first quarter and CEO transition, Southern Copper’s recent share price performance has cooled, with a 7 day share price return showing a 5.1% decline and a 90 day...
OLED provider Universal Display (NASDAQ:OLED) fell short of the market’s revenue expectations in Q1 CY2026, with sales falling 14.5% year on year to $142.2 million. The company’s full-year revenue guidance of $650 million at the midpoint came in 3.5% below analysts’ estimates. Its non-GAAP profit of $0.76 per share was 36.7% below analysts’ consensus estimates.
A small but telling crack in the cloud and AI giant's growth narrative is starting to show.
Lemonade had a strong showing in its Q1 2026 earnings, but profitability continues to weigh on the stock price.
The analysts might have been a bit too bullish on Universal Display Corporation ( NASDAQ:OLED ), given that the company...