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Motorola Solutions Q1 Earnings Call Highlights
MarketBeat106d agoneutral
Motorola Solutions Q1 Earnings Call Highlights

Motorola Solutions (NYSE:MSI) reported a stronger-than-expected first quarter of 2026, with record revenue, record first-quarter orders and an increased full-year outlook as demand remained solid across its public safety, enterprise security and defense markets. Chairman and CEO Greg Brown called t

India's IT shares near three‑year low as OpenAI move revives AI fears
Reuters106d agoneutral
India's IT shares near three‑year low as OpenAI move revives AI fears

India's IT shares fell to a three-year low on Tuesday as investor jitters around the threat posed by artificial intelligence to flagship IT firms flared ‌up again, after OpenAI announced a new AI venture. The Nifty IT index fell 3.6% to ‌its lowest since May 2023, with Tata Consultancy Services, Infosys, HCL Technologies and Wipro falling between 2.5% and 4%. Analysts at HSBC ​said in a Tuesday note that India's top-tier IT firms largely failed to meet street expectations for earnings in March quarter as well as in their outlooks for the new financial year, adding that strong spending globally on AI could be "crowding out" demand for traditional IT services.

Marathon Petroleum Q1 Earnings Call Highlights
MarketBeat106d agoneutral
Marathon Petroleum Q1 Earnings Call Highlights

Marathon Petroleum (NYSE:MPC) reported stronger first-quarter 2026 results, with management pointing to improved refinery reliability, elevated refining margins and a favorable supply-demand backdrop shaped in part by geopolitical disruptions in the Middle East. On the company’s earnings call, CEO

MP Materials Q1 Earnings Call Highlights
MarketBeat106d agoneutral
MP Materials Q1 Earnings Call Highlights

MP Materials (NYSE:MP) reported higher first-quarter revenue and adjusted earnings as the rare earths producer posted record NdPr oxide output and sales, advanced downstream magnet operations and reiterated expectations for initial magnet revenue in the second half of 2026. Founder, Chairman and Ch

Mosaic Q1 Earnings Call Highlights
MarketBeat106d agoneutral
Mosaic Q1 Earnings Call Highlights

Mosaic (NYSE:MOS) executives said the company is cutting costs, curtailing some phosphate production and reducing capital spending as geopolitical disruptions drive raw material shortages and pressure fertilizer industry margins. On the company’s first-quarter 2026 earnings call, President and Chie

Hims & Hers Health Q1 Earnings Call Highlights
MarketBeat106d agoneutral
Hims & Hers Health Q1 Earnings Call Highlights

Hims & Hers Health (NYSE:HIMS) reported first-quarter 2026 revenue growth and raised its full-year revenue outlook, while executives said a strategic shift in the company’s weight-loss business is creating short-term margin pressure and volatility in GAAP results. On the company’s earnings call

Babcock Q1 Earnings Call Highlights
MarketBeat106d agoneutral
Babcock Q1 Earnings Call Highlights

Babcock (NYSE:BW) reported a sharply stronger first quarter of 2026, with management pointing to rising demand for power generation from utilities, industrial customers and AI data centers as a key driver of growth. Chairman and CEO Kenneth Young said on the company’s earnings call that the quarter

Archer Aviation Q1 Earnings Call Highlights
MarketBeat106d agoneutral
Archer Aviation Q1 Earnings Call Highlights

Archer Aviation (NYSE:ACHR) executives said the company is increasing investment across its civil air taxi, defense and aviation software efforts as it advances aircraft certification, prepares for U.S. test operations and develops a new hybrid aircraft with defense technology company Anduril. On t

WEBTOON Entertainment Q1 Earnings Call Highlights
MarketBeat106d agoneutral
WEBTOON Entertainment Q1 Earnings Call Highlights

WEBTOON Entertainment (NASDAQ:WBTN) reported first-quarter 2026 revenue that declined slightly from a year earlier, while profitability improved as the digital comics and storytelling platform cited stronger gross margins, cost discipline and growth in paying users. Founder and CEO Junkoo Kim said

Rigetti Computing Q1 Earnings Call Highlights
MarketBeat106d agoneutral
Rigetti Computing Q1 Earnings Call Highlights

Rigetti Computing (NASDAQ:RGTI) reported higher first-quarter 2026 revenue and highlighted the launch of its 108-qubit Cepheus-1-108Q system as management emphasized customer adoption, ongoing fidelity improvements and a sizable cash position to fund its quantum computing roadmap. Chief Executive S

Quantum Computing Q1 Earnings Call Highlights
MarketBeat106d agoneutral
Quantum Computing Q1 Earnings Call Highlights

Quantum Computing (NASDAQ:QUBT) reported a sharp year-over-year increase in first-quarter revenue as recent acquisitions began contributing to results, while management outlined plans to expand manufacturing capabilities and advance its quantum photonics product roadmap. On the company’s first-quar

Bank of America tweaks CoreWeave stock price target for 2026
TheStreet106d agoneutral
Bank of America tweaks CoreWeave stock price target for 2026

Bank of America just got even more bullish on CoreWeave (CRWV), spearheaded by the market’s insatiable demand for AI infrastructure. On May 6, according to TheFly, BofA raised its price target on the AI cloud giant’s stock to $140 from $120, while maintaining a “Buy” rating, driven by relentless ...

Babcock & Wilcox (BW) Q1 2026 Earnings Transcript
Motley Fool106d agoneutral
Babcock & Wilcox (BW) Q1 2026 Earnings Transcript

Thank you for attending the Babcock & Wilcox Enterprises First Quarter 2026 Conference Call. You may proceed, Ms. Brooks. Sharyn Brooks: Thank you, Allen, and thanks to everyone for joining us on Babcock & Wilcox Enterprises First Quarter 2026 Earnings Conference Call.

OpenAI, Microsoft agree to cap revenue-sharing at $38 billion, The Information reports
Reuters106d agoneutral
OpenAI, Microsoft agree to cap revenue-sharing at $38 billion, The Information reports

OpenAI and Microsoft agreed to cap total revenue-sharing payments at $38 billion, U.S. ‌digital news outlet The Information reported ‌on Monday, citing a person with knowledge of the arrangement. The ​development comes as OpenAI and Microsoft renegotiated a contract last month, making room for OpenAI to forge new partnerships with companies such as ‌Amazon and Google. The ⁠payment cap could help OpenAI present a stronger long-term pitch to investors ⁠as it works toward a public offering, which some executives said could take place as ​soon as ​the end of this ​year, according to ‌the report.

Plug Power Q1 Earnings Call Highlights
MarketBeat106d agoneutral
Plug Power Q1 Earnings Call Highlights

Plug Power (NASDAQ:PLUG) reported higher first-quarter revenue and a narrower gross loss as management said cost cuts, stronger electrolyzer activity and improving hydrogen fuel economics supported progress toward its 2026 profitability targets. On the company’s 2026 first-quarter earnings call, CE

Marathon Digital Q1 Earnings Call Highlights
MarketBeat106d agoneutral
Marathon Digital Q1 Earnings Call Highlights

Marathon Digital (NASDAQ:MARA) executives said the company used the first quarter of fiscal 2026 to accelerate its shift from a pure-play Bitcoin miner toward a broader digital infrastructure business focused on power-backed AI, high-performance computing and critical IT workloads. Chairman and CEO

Morgan Stanley revisits Walmart stock price target pre-earnings
TheStreet106d agoneutral
Morgan Stanley revisits Walmart stock price target pre-earnings

There's a version of Walmart most people still picture. Fluorescent lights, crowded aisles, maybe a cart with a wobbly wheel. That version still exists. But the company Wall Street is paying 43 times forward earnings for? That's a different beast entirely.As of 2026, Walmart is a 63-year-old ...

Halozyme Therapeutics Q1 Earnings Call Highlights
MarketBeat106d agoneutral
Halozyme Therapeutics Q1 Earnings Call Highlights

Halozyme Therapeutics (NASDAQ:HALO) reported a sharp increase in first-quarter 2026 revenue and earnings, driven by continued growth in royalties from its ENHANZE drug-delivery platform, and announced a new $1 billion share repurchase authorization. On the company’s earnings call, President and CEO

Bloomberg106d agoneutral
Trump Says US-Iran Ceasefire on ‘Massive Life Support’

(Bloomberg) -- The ceasefire between the US and Iran reached a particularly precarious moment Monday as President Donald Trump said the agreement was on “massive life support” after he rejected Tehran’s latest peace offer. Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyTrump Rejects New Iran Peace Offer as ‘Totally Unacceptable’Modi Asks Indians to Stop Buying Gold, Hitting Jewelry StocksEpstein'

Review & Preview: Nothing New Except the Highs
Barrons.com106d agoneutral
Review & Preview: Nothing New Except the Highs

The Dow Jones Industrial Average added 0.2%, while the S&P 500 also inched 0.2% higher and the Nasdaq Composite edged up 0.1%. Investor attention is focused squarely on events later in the week, including inflation data and a meeting between the U.S. and China. Sure, there’s still a war going on, and the impasse in the Gulf shows no signs of ending as the U.S. and Iran fail to reach a peace agreement.