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SHOP reports Q1'26 earnings on May 5, eyeing low-30% revenue growth as Shop Pay and AI momentum run into margin headwinds.

Super Micro Faces Make-or-Break Week as Legal Risks Shake AI Bulls

HSBC Cuts Palantir Technologies as Explosive AI Competition Threatens Growth Story

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.

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.

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.

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.

HSBC Downgrade Puts Advanced Micro Devices Rally Under Pressure

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

Moby summary of Hess Midstream LP's Q1 2026 earnings call

AXT (AXTI) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Bullish crossovers of the 80-day trendline typically yield positive returns for DDOG

Hess Midstream Partners (NYSE:HESM) reported first-quarter 2026 results that management said met expectations despite severe winter weather early in the period, while also outlining a lower 2026 capital spending plan and higher adjusted free cash flow outlook. First-quarter operational performance

CRUS gears up for Q4 FY26 earnings with rising revenue and EPS estimates, driven by strong demand in mobile, PCs and growing mixed-signal momentum.

Altria (NYSE:MO) has staged one of the most surprising rebounds in the consumer defensive sector. After bottoming near $58.19 in November 2025, the stock has ripped back to $72.65, posting a 28.09% year-to-date gain. After a strong Q1 2026 print and reaffirmed guidance, the question is whether the run has more room. Our 24/7 Wall ... Strong Q1 Earnings Lift Altria Stock but Limited Upside Ahead

CLB's Q1 earnings meet estimates but fall Y/Y as a revenue miss and Middle East disruptions weigh on both key segments.

HSBC downgrades Advanced Micro Devices stock to Hold from Buy in a research note ahead of the company’s earnings report Tuesday.