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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...

Eli Lilly and Company ( NYSE:LLY ) investors will be delighted, with the company turning in some strong numbers with...

Stocks sit near all-time highs as earnings growth has fueled the best month for the S&P 500 since November 2020.

(Bloomberg) -- The world’s biggest technology companies posted strong earnings last week, showing that the artificial intelligence boom is alive and well. But in the stock market, investors are getting more granular as they try to divvy up the winners and losers in the AI trade.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilippines Says Tho

So many lessons from earnings season, so little time

Power management chips maker Monolithic Power Systems (NASDAQ:MPWR) reported Q1 CY2026 results topping the market’s revenue expectations, with sales up 26.1% year on year to $804.2 million. On top of that, next quarter’s revenue guidance ($900 million at the midpoint) was surprisingly good and 10.1% above what analysts were expecting. Its non-GAAP profit of $5.10 per share was 4.1% above analysts’ consensus estimates.

Amazon just posted what may be its best quarter ever. Revenue beat. Earnings nearly doubled the estimate. AWS hit its fastest growth rate in 15 quarters. And operating margins reached a level the company had never seen before. Wall Street responded quickly. Five major firms raised their Amazon ...

Roblox shares sank after the company lowered its booking guidance.

Marketing technology company Zeta Global (NYSE:ZETA) reported Q1 CY2026 results exceeding the market’s revenue expectations, with sales up 49.9% year on year to $396.3 million. Guidance for next quarter’s revenue was better than expected at $420.5 million at the midpoint, 0.8% above analysts’ estimates. Its GAAP loss of $0.05 per share was $0.01 above analysts’ consensus estimates.

Except for historical information contained in this call, matters discussed on this call, including any statements regarding current and planned products, current and potential customers, potential market opportunities, expected events and announcements, and our capacity expansion, as well as management’s expectations for sales growth, spending, and profitability, are forward-looking statements involving risks and uncertainties. In light of these risks and uncertainties, we can offer no assurance that any forward-looking statement will in fact prove to be correct. Vicor Corporation undertakes no obligation to update any statements, including forward-looking statements, made during this call, and you should not rely upon such statements after the conclusion of this call.

Unity Software (U) is back in focus as analysts turn more optimistic ahead of the company’s May 7 earnings report, highlighting its shift toward higher margin AI platform revenue and recent cost restructuring. See our latest analysis for Unity Software. At a share price of US$27.13, Unity has seen momentum pick up recently, with a 30 day share price return of 19.25% contrasting with a year to date share price decline of 38.69%, while the 1 year total shareholder return stands at 26.54%. If...

Amazon (AMZN) gave Wall Street a lot to like, and BofA analysts have responded in kind. The bank kept its buy rating on Amazon stock, while raising its price target to $310 from $298, implying roughy 18% upside from its recent $263 level. Three primary drivers anchoring the call include a robust ...

Nvidia's shareholders should be celebrating.

Magna International Inc. reported past first-quarter 2026 results with sales of US$10,381 million, shifting from net income to a small net loss even as adjusted earnings and margins improved. The quarter also delivered an earnings surprise versus analyst expectations, robust free cash flow generation of US$372 million, and a reaffirmed A3 credit rating with a Stable outlook from Moody’s, underscoring resilient operating performance. We’ll now explore how Magna’s stronger adjusted earnings...

Zeta Global (NYSE:ZETA) executives highlighted another quarter of above-guidance results and a higher full-year outlook, pointing to strong demand for AI-driven marketing tools and early traction from its new Athena product. Q1 results extend “beat and raise” streak Co-founder, Chairman and CEO Dav

Waste Management (NYSE:WM) reported first-quarter 2026 results that management said met internal expectations, highlighting margin expansion, strong free cash flow generation, and continued progress across the company’s strategic priorities despite softer volumes tied to winter weather and the absen

Wayfair (NYSE:W) reported first-quarter 2026 results showing year-over-year revenue growth and improved profitability, while executives emphasized continued market share gains in a home furnishings category they described as still under pressure. Management also highlighted progress in international

In late April 2026, FactSet Research Systems and J.P. Morgan launched the industry’s first Whole Portfolio Distribution solution on Fusion, giving institutional investors an automated, unified view of multi-asset portfolios, while FactSet also reported Q2 fiscal 2026 results that exceeded consensus estimates and raised its full-year revenue and earnings guidance. These developments, alongside FactSet’s expanding set of AI-driven analytics and reporting tools, highlight how the company is...

Vale (NYSE:VALE) reported first-quarter 2026 results marked by higher iron ore volumes, stronger price realization and a sharp step-up in earnings from its Base Metals business, while executives emphasized ongoing cost discipline, shareholder returns and continued progress on safety and decarbonizat

Trane Technologies (NYSE:TT) reported what Chair and CEO Dave Regnery called “another strong quarter,” highlighted by a surge in bookings and a record backlog that management said provides visibility into faster growth later in 2026. On the company’s Q1 2026 earnings call, executives also raised ful

The headlines blame the spending plan. But I think there's an even bigger concern.

Infrastructure solutions provider Quanta (NYSE:PWR) reported Q1 CY2026 results exceeding the market’s revenue expectations, with sales up 26.3% year on year to $7.87 billion. The company’s full-year revenue guidance of $34.95 billion at the midpoint came in 4.9% above analysts’ estimates. Its non-GAAP profit of $2.68 per share was 31.9% above analysts’ consensus estimates.

Coupang, Inc. (NYSE:CPNG) is one of the Stocks that Billionaire Druckenmiller and Jim Cramer like. On April 23, 2026, Barclays raised the price target on Coupang, Inc. (NYSE:CPNG) from $24 to $30. The firm maintained an Overweight rating on the stock ahead of the Q1 report. The firm expects the company’s operations to continue a […]

Teladoc Health (NYSE:TDOC) reported first-quarter 2026 results that Chief Executive Officer Chuck Divita said came in above the midpoint of the company’s guidance for both revenue and Adjusted EBITDA, driven by solid performance in Integrated Care and continued progress scaling BetterHelp’s insuranc