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Stock Futures Rise as Market Looks Past U.S.-Iran Strikes to Jobs Report
Barrons.com111d agoneutral
Stock Futures Rise as Market Looks Past U.S.-Iran Strikes to Jobs Report

Stocks were on course to rise to close out the week, with Wall Street seemingly more focused on the looming April jobs report than an exchange of fire between the U.S. and Iran. S&P 500 futures added 0.3% and contracts tied to the tech-heavy Nasdaq 100 gained 0.5%. Friday’s nonfarm payrolls report could have a bigger bearing on the market than events in the Middle East.

MercadoLibre Q1 Earnings Call Highlights
MarketBeat111d agoneutral
MercadoLibre Q1 Earnings Call Highlights

MercadoLibre (NASDAQ:MELI) opened 2026 with what executives repeatedly characterized as an investment-led quarter, highlighting accelerating growth in both commerce and fintech while acknowledging margin pressure tied to a deliberate push to scale key initiatives. During the company’s earnings call

Microchip Technology Q4 Earnings Call Highlights
MarketBeat111d agoneutral
Microchip Technology Q4 Earnings Call Highlights

Microchip Technology (NASDAQ:MCHP) reported March-quarter results that exceeded its prior guidance and pointed to continued momentum heading into the June quarter, as management said demand is improving across end markets and distributor inventory appears to have normalized. Quarterly and full-year

Lyft Q1 Earnings Call Highlights
MarketBeat111d agoneutral
Lyft Q1 Earnings Call Highlights

Lyft (NASDAQ:LYFT) executives used the company’s first-quarter 2026 earnings call to highlight what CEO David Risher described as “another strong quarter,” pointing to double-digit year-over-year gains in active riders, gross bookings and adjusted EBITDA. Risher said rideshare demand “remained healt

Lexicon Pharmaceuticals Q1 Earnings Call Highlights
MarketBeat111d agoneutral
Lexicon Pharmaceuticals Q1 Earnings Call Highlights

Lexicon Pharmaceuticals (NASDAQ:LXRX) executives highlighted progress across late-stage regulatory programs and efforts to bolster the company’s financial position during the company’s first-quarter 2026 earnings call on May 7. Chief Executive Officer Mike Exton said the company entered 2026 with o

TSMC’s Sales Grow Slowest in Months Even as AI Buildout Persists
Bloomberg111d agoneutral
TSMC’s Sales Grow Slowest in Months Even as AI Buildout Persists

(Bloomberg) -- Taiwan Semiconductor Manufacturing Co. posted its slowest pace of monthly revenue expansion since October, highlighting the potential challenges of sustaining a torrid AI-fueled pace of growth.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Fires on Iranian Targets as Trump Demands Deal From TehranSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Has Ope

Super Micro earnings put cash burn in focus
TheStreet111d agoneutral
Super Micro earnings put cash burn in focus

Super Micro Computer gave investors the kind of earnings report that usually fits neatly into the artificial-intelligence growth story, with revenue more than doubling from the prior year and management pointing to stronger demand ahead. Super Micro shares recently traded at $34.66, up 24.50% from ...

LightPath Technologies Q3 Earnings Call Highlights
MarketBeat111d agoneutral
LightPath Technologies Q3 Earnings Call Highlights

LightPath Technologies (NASDAQ:LPTH) reported fiscal third-quarter 2026 results on May 7, highlighting what management described as continued momentum in revenue growth, backlog expansion, and improving profitability as the company executes a multi-year shift from components to vertically integrated

Bloomberg111d agoneutral
Rich Families Are Target Clients for New AI-Powered Consultancy

(Bloomberg) -- When Tony Cowell retired in 2023 from a three-decade career advising private equity and hedge funds from the Cayman Islands at KPMG LLP, AI was still relatively nascent.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Fires on Iranian Targets as Trump Demands Deal From TehranSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Has Opened a Passage Through Ho

Amazon Is Coming For Trucking Stocks. Don’t Overreact.
Barrons.com111d agoneutral
Amazon Is Coming For Trucking Stocks. Don’t Overreact.

For logistic companies, or for logistics investors, it is time to stay calm and carry on. Monday, Amazon com sent a shock wave through the market by announcing Amazon Supply Chain Services, or ASCS, essentially opening up to outside customers the logistics network it built to support its retail business.

RBC lifts S&P 500 year-end target to 7,900 on AI optimism
Reuters111d agoneutral
RBC lifts S&P 500 year-end target to 7,900 on AI optimism

RBC Capital Markets raised its year-end target for the S&P 500 to 7,900 from ‌7,750 on Friday, citing resilient earnings growth and ‌continued strength in artificial intelligence‑linked sectors. The Canadian brokerage's new target implies ​a 7.7% upside from the benchmark index's Thursday close of 7,335.66. U.S. equities have rallied to hit record highs in recent weeks as enthusiasm around AI-related investment and expectations of ‌solid profit growth continue ⁠to support investor appetite.

nLight Q1 Earnings Call Highlights
MarketBeat111d agoneutral
nLight Q1 Earnings Call Highlights

nLight (NASDAQ:LASR) reported what management called an “exceptional” first quarter of 2026, with revenue, margins, and profitability coming in ahead of internal expectations as aerospace and defense demand remained the primary growth driver. Chairman and CEO Scott Keeney said Q1 results “comfortab

Kodiak AI Q1 Earnings Call Highlights
MarketBeat111d agoneutral
Kodiak AI Q1 Earnings Call Highlights

Kodiak AI (NASDAQ:KDK) executives used the company’s first-quarter fiscal 2026 earnings call to highlight a $100 million capital raise, progress scaling paid driverless operations, and new partnerships spanning long-haul trucking, industrial applications, and defense. Founder and CEO Don Burnette s

World shares fall and oil prices dip after attacks imperil the ceasefire with Iran
Associated Press111d agoneutral
World shares fall and oil prices dip after attacks imperil the ceasefire with Iran

World shares retreated and oil prices fell back Friday as the fragile ceasefire with Iran was strained by missile and drone attacks that prompted U.S. retaliatory strikes on Iranian military facilities. Investors are closely watching the war situation as negotiations between the U.S. and Iran to end the war make limited progress.

IREN Q3 Earnings Call Highlights
MarketBeat111d agoneutral
IREN Q3 Earnings Call Highlights

IREN (NASDAQ:IREN) used its fiscal third-quarter earnings call to highlight a rapid expansion in AI data center capacity, a new long-term customer agreement with NVIDIA, and continued progress in shifting its business mix away from Bitcoin mining and toward AI Cloud services. Strategic focus: conve

Iovance Biotherapeutics Q1 Earnings Call Highlights
MarketBeat111d agoneutral
Iovance Biotherapeutics Q1 Earnings Call Highlights

Iovance Biotherapeutics (NASDAQ:IOVA) reported first-quarter 2026 revenue of $71 million, up roughly 45% year-over-year, as the company pointed to rising demand for its tumor-infiltrating lymphocyte (TIL) therapy AMTAGVI and expanding commercial execution. Management also reiterated that recent manu

Inspired Entertainment Q1 Earnings Call Highlights
MarketBeat111d agoneutral
Inspired Entertainment Q1 Earnings Call Highlights

Inspired Entertainment (NASDAQ:INSE) executives said first-quarter results reflected the benefits of portfolio changes made in 2025, highlighting strong Interactive growth, margin expansion, and improved cash generation that supported both debt reduction and share repurchases. Executive Chairman A.

Inseego Q1 Earnings Call Highlights
MarketBeat111d agoneutral
Inseego Q1 Earnings Call Highlights

Inseego (NASDAQ:INSG) reported first-quarter fiscal 2026 results that management said were in line with expectations, while also outlining the strategic rationale and structure for its planned acquisition of Nokia’s fixed wireless access (FWA) device business. Q1 revenue rose 8% year over year as s

Innodata Q1 Earnings Call Highlights
MarketBeat111d agoneutral
Innodata Q1 Earnings Call Highlights

Innodata (NASDAQ:INOD) reported what management described as a “record-setting” first quarter of 2026, posting new highs in revenue, adjusted gross profit, adjusted EBITDA, and cash while raising its full-year growth outlook. Executives also detailed new and expanding engagements across large techno

Fed Data Suggest Japan Sold Treasuries When Intervening in Yen
Bloomberg111d agoneutral
Fed Data Suggest Japan Sold Treasuries When Intervening in Yen

(Bloomberg) -- The Federal Reserve’s custody holdings of Treasuries fell for the first time in a month at a time Japan was likely intervening to support its currency, with market participants debating whether the nation offloaded US securities to fund its yen purchases.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Fires on Iranian Targets as Trump Demands Deal From TehranSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogDOJ Plan

Morgan Stanley revamps Rockwell Automation stock price target
TheStreet111d agoneutral
Morgan Stanley revamps Rockwell Automation stock price target

For 25 years, American manufacturing quietly hollowed out. Factory jobs moved overseas. And industrial machinery orders fell nearly 50% in real terms after China joined the World Trade Organization. The logic behind it? Go where labor is cheapest. That logic is now running in reverse. The bank's ...

indie Semiconductor Q1 Earnings Call Highlights
MarketBeat111d agoneutral
indie Semiconductor Q1 Earnings Call Highlights

indie Semiconductor (NASDAQ:INDI) reported first-quarter 2026 revenue of $55.5 million, topping the midpoint of its prior outlook by about $0.5 million and increasing roughly 3% year-over-year, as the automotive chip supplier cited improving market conditions and continued demand for higher semicond

Himax Technologies Q1 Earnings Call Highlights
MarketBeat111d agoneutral
Himax Technologies Q1 Earnings Call Highlights

Himax Technologies (NASDAQ:HIMX) reported first-quarter 2026 results that came in above its prior profit outlook despite a typical seasonal slowdown around the Lunar New Year period, as management pointed to improving demand trends into the second quarter alongside continued cost pressures tied to t

Bernstein sets eye-popping AMD stock price target after earnings
TheStreet111d agoneutral
Bernstein sets eye-popping AMD stock price target after earnings

AMD just posted its strongest quarter as an AI company. The stock surged nearly 18% on the day. And one analyst responded by nearly doubling his price target. The move from Bernstein is not a routine post-earnings trim. It is a fundamental reassessment of what AMD is worth and where it is heading. ...

Gilead Sciences Q1 Earnings Call Highlights
MarketBeat111d agoneutral
Gilead Sciences Q1 Earnings Call Highlights

Gilead Sciences (NASDAQ:GILD) reported first-quarter 2026 results highlighted by growth in its base business, a higher full-year revenue outlook, and multiple late-stage pipeline and launch milestones across HIV, oncology, liver disease, and inflammation. Executives repeatedly pointed to “consistent

JFrog Q1 Earnings Call Highlights
MarketBeat111d agoneutral
JFrog Q1 Earnings Call Highlights

JFrog (NASDAQ:FROG) reported first-quarter 2026 results that management said exceeded the top end of its guidance range across all metrics, citing accelerating cloud usage trends tied to AI-driven software development and continued demand for its software supply chain security products. “We entered