News — AI supercycle headlines

GuruFocus.com14d agoneutral

Hudbay Minerals Inc (HBM) Q1 2026 Earnings Call Highlights: Record Revenues and Strategic ...

Hudbay Minerals Inc (HBM) reports record financial performance and outlines strategic initiatives amid external challenges.

HBM

GuruFocus.com14d agoneutral

Dominion Energy Inc (D) Q1 2026 Earnings Call Highlights: Strong Start with Operating Earnings ...

Dominion Energy Inc (D) reports robust Q1 2026 results, driven by significant progress in renewable projects and strategic growth initiatives.

GuruFocus.com14d agoneutral

Magna International Inc (MGA) Q1 2026 Earnings Call Highlights: Strong Earnings Growth Amid ...

Magna International Inc (MGA) reports robust financial performance with significant increases in adjusted EBIT and EPS, despite facing global production declines and market uncertainties.

MCO

MarketBeat14d agoneutral

PBF Energy Q1 Earnings Call Highlights

PBF Energy (NYSE:PBF) reported a first-quarter 2026 adjusted net loss of $0.88 per share and adjusted EBITDA of $68.7 million as the company worked through a delayed restart at its Martinez, California refinery and navigated sharp volatility tied to the conflict in the Middle East. Martinez restart

PBF

MarketBeat14d agoneutral

nVent Electric Q1 Earnings Call Highlights

nVent Electric (NYSE:NVT) reported first-quarter 2026 results that management said exceeded expectations, driven by continued acceleration in infrastructure demand led by data centers. Chair and CEO Beth Wozniak said the company posted “record sales, orders, and backlog,” marking the third consecuti

NVT

Bloomberg15d agoneutral

Microsoft, Amazon Hand Pentagon More Control Over AI Systems

(Bloomberg) -- The Pentagon has struck agreements with more technology companies for expanded use of advanced artificial intelligence tools on classified military networks, according to a Defense Department statement and two defense officials briefed on the matter.Most Read from BloombergTrump Vows 25% Tariff on European Autos in Escalating Trade RiftTrump Rues State of Iran Talks, Says Prefers Not to StrikeSpirit Bailout Talks Said to Have Ended With Closure LoomingTrump Family-Backed Drone Fir

ORCL

MarketBeat15d agoneutral

Mastercard Q1 Earnings Call Highlights

Mastercard (NYSE:MA) reported what Chief Executive Officer Michael Miebach called an “excellent start” to fiscal 2026, with first-quarter net revenue up 12% and net income up 15% year over year on a non-GAAP, currency-neutral basis. Management said consumer and business spending remained healthy, bu

MarketBeat15d agoneutral

Eli Lilly and Company Q1 Earnings Call Highlights

Eli Lilly and Company (NYSE:LLY) executives said the drugmaker started 2026 with “a strong start,” pointing to sharp first-quarter revenue growth, continued demand for its incretin medicines, a newly approved oral obesity therapy, and a slate of pipeline and business development milestones. Founday

LLY

MarketBeat15d agoneutral

L3Harris Technologies Q1 Earnings Call Highlights

L3Harris Technologies (NYSE:LHX) reported strong first-quarter results and reaffirmed its full-year revenue outlook while raising its GAAP earnings guidance, as executives pointed to accelerating demand tied to U.S. and allied defense modernization, a growing backlog, and increased investment in cap

LHX

MarketBeat15d agoneutral

Kinross Gold Q1 Earnings Call Highlights

Kinross Gold (NYSE:KGC) reported a strong start to 2026, with management pointing to robust operating margins, a strengthening balance sheet, and continued progress across a pipeline of mine-life extensions and growth projects. On the company’s first-quarter conference call, executives also reiterat

KGC

Investing.com15d agoneutral

Court halts mail-order abortion pills as Louisiana legal challenge escalates

Investing.com -- Abortion access in the United States was dealt a legal blow on Friday after a Federal Appeals Court issued a temporary stay halting the distribution of Mifepristone by mail.

HIMS

Motley Fool15d agoneutral

Data Center Demand Drove Vertiv's Earnings up 83%, but Is This AI Infrastructure Play Worth its Lofy Valuation?

The industrial equipment supplier's growing backlog points to a strong multiyear growth runway ahead.

VRT

Barrons.com15d agoneutral

At Risk in North American Trade Talks: Cheap Cars

Average car prices have been rising since the pandemic and tariffs. Now the availability of low-cost new cars hangs in the balance as the United States, Mexico, Canada trade deal talks begin.

AMD

MarketBeat15d agoneutral

IDACORP Q1 Earnings Call Highlights

IDACORP (NYSE:IDA) reported first-quarter 2026 diluted earnings of $1.21 per share, up from $1.10 in the prior-year quarter, as the utility benefited from rate increases and customer growth even as unusually mild weather weighed on usage in key classes. Amy Shaw, vice president of finance, complian

MarketBeat15d agoneutral

Intercontinental Exchange Q1 Earnings Call Highlights

Intercontinental Exchange (NYSE:ICE) reported what executives called the strongest quarter in the company’s history, driven by record activity in its derivatives markets, continued growth in data and network technology, and improving performance in its Mortgage Technology business. Record first-qua

ICE

Yahoo Finance Video15d agoneutralVIDEO

AMD earnings, Fed commentary, April jobs report: What to Watch

Asking for a Trend Host Josh Lipton previews several of the biggest stories to come throughout next week,  including earnings results out from companies like Advanced Micro Devices (AMD), Paramount Skydance (PSKY), Disney (DIS), Novo Nordisk (NVO), Pfizer (PFE), Warner Bros. Discovery (WBD), McDonald's (MCD), and Coinbase (COIN); a wave of fresh commentary from top Federal Reserve officials; and April's jobs reports due out next Friday. May 8.

AMD DIS MCD UBER

Reuters Videos15d agoneutralVIDEO

S&P 500, Nasdaq end higher, notch weekly gains

<body>STORY: U.S. stocks ended mostly higher on Friday, with the Dow the only outlier, dipping about three-tenths of a percent, while the S&P 500 gained about three-tenths of a percent and the Nasdaq climbed nine-tenths of a percent.Both the S&P 500 and the Nasdaq logged their sixth consecutive week of gains, their longest weekly winning stretches since October of 2024.It was a big week for corporate earnings, with five of the Magnificent Seven megacaps reporting.Among them, Apple climbed more than 3% on Friday, a day after the tech giant provided a solid sales forecast, touting strong demand for its flagship iPhone 17 and the MacBook Neo.Analysts now see overall first-quarter earnings growth of nearly 28% year-over-year, according to LSEG I/B/E/S Estimates.That's an 11.7 percentage point increase from where the estimate stood a week ago, and marks the biggest earnings growth since the fourth quarter of 2021.Melissa Brown is managing director of investment decision research at SimCorp."I think we're just seeing the continuation of this AI trade and maybe the complete ignoring of some of the other red flags that are out there - higher oil prices leading to higher inflation, you know, many other things that might give investors pause. But we're coming through a good earning season, particularly for some of these tech companies, and investors are, I guess, saying it's still time to buy there."Among other movers, shares of Atlassian surged more than 29% after the enterprise software firm hiked its forecast. Peers Salesforce and ServiceNow also gained.Shares of Reddit jumped 13% after the social media site gave an upbeat quarterly revenue forecast.On the flip side, shares of Roblox tumbled more than 18% after the online game platform cut its annual bookings forecast. </body>

^DJI ^IXIC

MarketBeat15d agoneutral

HudBay Minerals Q1 Earnings Call Highlights

HudBay Minerals (NYSE:HBM) reported what President and CEO Peter Kukielski described as “a great start to the year,” citing record quarterly revenue, record adjusted EBITDA and record adjusted earnings in the company’s first-quarter 2026 results call. Kukielski said the quarter was driven by “stead

HBM

Reuters15d agoneutral

UK court orders Samsung to pay China's ZTE a $392 million lump sum after patent trial

LONDON, May 1 () - Samsung Electronics must pay a $392 million lump sum for a licence to use ‌ZTE's patents for mobile phones, London's High Court ‌ruled on Friday in the English leg of the companies' global licensing dispute. ZTE has brought parallel lawsuits against Samsung in China, Germany and Brazil as the two companies battle over the terms on which Samsung can use ZTE's patents, and most ‌importantly the cost.

SSNLF

The Wall Street Journal15d agoneutral

Spring Fever — Heard on the Street Recap

Oil prices fell and tech stocks extended gains after Iran shared its latest proposal for negotiations. Brent crude futures fell about 2% on Friday to around $108 a barrel. Both indexes finished April with their largest monthly gains since 2020, as investors looked past the war in Iran and focused instead on strong earnings.

CRWV ORCL SNDK WDC

Barrons.com15d agoneutral

U.S. Dips Into Oil Reserves as Iran War Enters Its Third Month

U.S. petroleum inventories are declining, although they are still above year-ago levels. Plus, market newsletter commentary on the Federal Reserve, consumer spending, and the growth of the venture-capital market.

AXP

The Wall Street Journal15d agoneutral

Jobs Report, Berkshire Annual Meeting: What to Watch in the Next Week

Investors won’t get too much of a respite from a big week trading the AI boom, with Palantir, Advanced Micro Devices, and CoreWeave reporting earnings. Before then, Warren Buffett successor Greg Abel will lead his first annual meeting as CEO of Berkshire Hathaway.

AMD CRWV DUOL PLTR

The Wall Street Journal15d agoneutral

Big Oil Stays the Course Despite Historic Dislocation in Energy Markets

Exxon, Chevron and other companies are navigating the worst shortfall in supplies in decades. Yet they’re sending more cash to shareholders than investing in oil fields.

PSX

The Wall Street Journal15d agoneutral

Tech, Media & Telecom Roundup: Market Talk

Find insight on Apple, Sandisk, Reddit and more in the latest Market Talks covering Technology, Media and Telecom.

SNDK

MT Newswires15d agoneutral

US Equity Indexes Close Mixed as Earnings Lift Technology While Trump 'Not Happy' With Iran Peace Plan

US equity indexes were mixed on Friday as earnings helped lift technology and communication services

MU ORCL

MT Newswires15d agoneutral

S&P 500 Marks Fifth Weekly Gain, Reaches New Records on Earnings Strength

The Standard & Poor's 500 index rose 0.9% this week to another closing record high as the communicat

PSX

Investor's Business Daily15d agoneutral

Stock Market Today: Nasdaq, S&P Make History; Buffett's Berkshire Reports Earnings Saturday (Live Coverage)

The Nasdaq composite dominates the major indexes on Friday. Buffett stock Berkshire Hathaway reports earnings on Saturday.

SNDK

Investor's Business Daily15d agoneutral

Apple Can't Meet Demand For iPhones Due To Chip Shortages

Apple is facing supply constraints for its latest iPhones because of a shortage of advanced processors from TSMC.

TSM

Barchart15d agoneutral

Wall Street Can’t Get Enough of Seagate Technology Stock After Its Major Earnings Win

Multiple analysts dramatically raised their price targets on Seagate after earnings.

STX