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Palantir Beats Big, but Stock Falls as High Expectations Bite

James C. Grech: One of the world's largest hedge funds recently commented to us that Peabody Energy Corporation was at the intersection of some of the most significant themes going on in America, and I could not agree more. When coupled with plans for increased U.S. manufacturing, this means power generation will struggle to keep up with demand for the foreseeable future. U.S. coal plants’ reliability and affordability also continue to be emphasized.

Last week’s tech earnings put investors’ attention back on AI spending and whether it’s actually paying off. One megacap stands out, surging nearly 10% over the past five trading days, the best five-day performance among the Magnificent 7 stocks. That’s Alphabet. The stock is up 22% year to date as ...

An excellent earnings report from Palantir Technologies wasn’t enough to lift the software company’s own stock. The exchange-traded fund slipped 0.2% on the day even as the and surged toward record highs. “We are seeing the death of legacy software,” Shyam Sankar, Palantir’s chief technology officer, told investors.

By Twesha Dikshit and Avinash P May 5 (Reuters) - European shares recovered modestly on Tuesday after slumping in the previous session as a rally in technology stocks and a slate of upbeat corporate

Rockwell delivered especially strong operating performance this quarter with sales, margins and EPS all coming in above our expectations. Double-digit year-over-year growth in orders, sales and earnings reflects our strong market position led by North America and the team's continued focus and execution in a dynamic global environment. Last month, Rockwell supported NASA's Artemis II mission, enabling ground control systems for the first crude mission to the moon in more than 5 decades.

Super Micro is scheduled to report fiscal third-quarter financial results after the stock market closes on Tuesday.

Find insight on Ferrari, Cargojet, ON Semiconductor and more in the latest Market Talks covering Auto and Transport.

Thomas Bell: Thank you, Stuart, and good morning, everyone. Today, I am pleased to report a very strong start for Leidos in 2026. As a result of this strong core performance and the immediately accretive nature of our Entrust acquisition, we are raising our 2026 guidance for revenue by $500 million, non-GAAP diluted EPS by $0.05 and operating cash flow by $50 million.

A $4.2 billion deal is bringing a crypto exchange together with a firm that quietly handles hundreds of billions of dollars in shareholder payments each year. The transaction brings together hundreds of billions in annual payment flows with real-time trading capabilities, signaling a deeper shift ...

SHEL, CNQ, LNG and TRGP face a mixed Q1 as oil and gas prices rise on supply shocks, yet the sector still braces for an overall earnings decline.

Padmanabhan Srinivasan: Thank you, Raju. Q1 revenue was $258 million up 22% year-over-year, with million dollar plus customers growing 179% year-over-year to $183 million in ARR. AI customer ARR grew 221% to $170 million, and we beat every financial target we shared in our last call.

Enrique Lores: Thank you, Steve, and thank you to everybody for joining us this morning. During my time on the Board, I developed a good understanding of PayPal's strengths, opportunities and areas for improvement.

WULF gears up for Q1 results as HPC capacity ramps and $12.8B contracts boost visibility, but rising costs and margin pressure may temper performance.

Ireland's media regulator has opened investigations into Meta's Instagram and Facebook over concerns EU users cannot easily control what they see ‌online and may be steered by algorithms into highly personalised feeds, it ‌said on Tuesday. Under the EU's Digital Services Act (DSA), the regulator can probe major online platforms and search engines ​headquartered in Ireland, and fine them up to 6% of global turnover for breaches of online content rules. Coimisiun na Mean, the regulator, said the suspected breaches concern whether users can easily select and modify the content they see, and whether Facebook and Instagram's interfaces deceive ‌or manipulate them away from ⁠doing so.

There are some surprises for investors: Spotify, Robinhood, and SoFi all dropped after results failed to impress.

It's something special to have a perfect earnings surprise track record for five years.

Michael Lyons: Thank you, Walter, and good morning, everyone. While anticipation lending volumes in Argentina remain strong, lower inflation and interest rates in Argentina were a revenue headwind to Merchant in Q1.

Investors are watching Disney (NYSE:DIS) ahead of fiscal Q2 2026 results due before the bell tomorrow, May 6. Shares are barely holding $100 at $100.69, down 10.95% YTD. This is new CEO Josh D’Amaro’s first real test. D’Amaro Inherits a Crowded To-Do List Last quarter, Disney beat with adjusted EPS of $1.63 on revenue of ... Can Disney Keep Treading Above $100 After Earnings Tomorrow?

Fiserv (NASDAQ:FISV) reported first-quarter 2026 results that management said were in line with the outlook provided in February, as the company continues executing its “One Fiserv” action plan amid what CEO Mike Lyons called an “extraordinary opportunity” driven by rapid change in banking and payme

Diamondback Energy (NASDAQ:FANG) used its first quarter 2026 conference call to explain a shift toward what CEO Kaes Van’t Hof described as a “green light framework,” signaling higher activity levels amid what he called a clear market signal following a major global oil supply disruption. Management

Enlight Renewable Energy (NASDAQ:ENLT) reported first-quarter 2026 results that company leaders characterized as a “very strong start” to the year, citing significant year-over-year growth in revenue and adjusted EBITDA as new U.S. projects ramped up and wind conditions supported results in other ge

American Electric Power (NASDAQ:AEP) reported first-quarter 2026 operating earnings of $1.64 per share, or $891 million, and reaffirmed full-year operating earnings guidance of $6.15 to $6.45 per share. Chairman, President and CEO Bill Fehrman said the company is seeing accelerating demand across it

"It's worth the trillion dollar investment, and the investment is way beyond that, by the way. It's in chips, it's in wires, hardware, all these other various things, technology tends to pay for itself.

Uber stock and DoorDash stock have had a rough 2026. Can first-quarter earnings help turn the narrative around?

Publishers including Cengage Learning, Hachette, Macmillan, McGraw and Scott Turow are demanding a jury trial to review their claims of copyright infringement.

Huntington Ingalls tops Q1 EPS and revenue estimates as volumes rise; $4B in new awards lifts backlog to $54B and 2026 guidance stays intact.