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Recent earnings signal strain on low-income consumers, expert says
Reuters Videos106d agoneutralVIDEO
Recent earnings signal strain on low-income consumers, expert says

<body><p>STORY: McDonald's was among the companies on Thursday that said higher gas prices linked to the Iran war were disproportionately hurting low‑income consumers, as the burger chain warned of a weak start to its second quarter.</p><p>"The lower end seems to be really struggling at this point," Buchanan said. "And this earnings season really has highlighted that. From Whirlpool to McDonald's, we've seen some of these names and corporations really communicate [that] in a very direct way."</p><p>"The tipping point is an inflection in labor," Buchanan continued. "If we have a labor blip where jobs aren't as plentiful... we really feel like there's a lot of stress that could emanate throughout our marketplace" that could pressure U.S. stock prices.</p></body>

Fluence Energy Q2 Earnings Call Highlights
MarketBeat106d agoneutral
Fluence Energy Q2 Earnings Call Highlights

Fluence Energy (NASDAQ:FLNC) reported fiscal second-quarter 2026 results and reiterated its full-year outlook, pointing to accelerating order intake, a record backlog, and growing traction with data center customers following the signing of master supply agreements (MSAs) with two major hyperscalers

Cathie Wood buys $32M of e-commerce goliath after strong earnings
TheStreet106d agobullish
Cathie Wood buys $32M of e-commerce goliath after strong earnings

Cathie Wood has spent weeks trimming some of the market’s hottest winners. Advanced Micro Devices (AMD) kept climbing, and it was one of the several that Wood sold. In my previous coverage, Cathie Wood sold another $15.6M of the semiconductor stock after it gained 93% this year. Other artificial ...

McDonald's (MCD) Q1 2026 Earnings Transcript
Motley Fool106d agoneutral
McDonald's (MCD) Q1 2026 Earnings Transcript

Christopher Kempczinski: Good morning, everyone, and thank you for joining us. In a challenging environment, our system stayed focused on what we can control, delivering on the things that matter most to our customers, compelling value that brings customers in the door, breakthrough marketing that gives people a reason to choose McDonald's and great tasting menu innovation that keeps us relevant and gives customers more of what they want.

Fluence (FLNC) Q2 2026 Earnings Transcript
Motley Fool106d agoneutral
Fluence (FLNC) Q2 2026 Earnings Transcript

Joining me on this morning's call are Julian Nabrita, our President and Chief Executive Officer; and Ahmed Pasha, our Chief Financial Officer. A copy of our earnings presentation, press release and supplementary metric sheet covering financial results, along with supporting statements, schedules, including reconciliations and disclosures regarding non-GAAP financial measures are posted on the Investor Relations section of our website at fluenceenergy.com. During the course of this call, Fluence's management may make certain forward-looking statements regarding various matters related to our business, including, but not limited to, statements related to our future financial and operational performance, future market growth and related opportunities, anticipated growth and business strategy, liquidity and access to capital, expectations related to pipeline, order intake and contracted backlog future results of operations, the impact of the -- on e Big Beautiful Bill Act, projected costs, beliefs, assumptions, prospects, plans and objectives of management and the timing of any of the foregoing.

Endeavour Silver (EXK) Q1 2026 Earnings Transcript
Motley Fool106d agoneutral
Endeavour Silver (EXK) Q1 2026 Earnings Transcript

Dan Dickson: Thank you, Allison, and welcome, everyone. With the [ Cubo ] plant expansion substantially complete and Terronera's operations performing near design expectations, we are entering an exciting phase for the company, and we look forward to building on this momentum as we progress throughout the year. In Q1, Endeavour produced nearly 2 million ounces of silver and 12,000 ounces of gold with base metals, totaling 3 million silver equivalent ounces.

MKS (MKSI) Q1 2026 Earnings Call Transcript
Motley Fool106d agoneutral
MKS (MKSI) Q1 2026 Earnings Call Transcript

2026 is off to an outstanding start for MKS. First quarter revenue, gross margin and EPS all came in at the high end or above our guidance ranges, and our Q2 guidance shows that we expect this momentum to continue, driven by strong bookings across our end markets. In the semiconductor market, MKS has a long-standing track record of outperforming WFE in up cycles.

Unity (U) Q1 2026 Earnings Call Transcript
Motley Fool106d agoneutral
Unity (U) Q1 2026 Earnings Call Transcript

Unity is on an incredible trajectory, growing rapidly on both the top line and the bottom line while also shipping the most ambitious product road map in our history, a product road map that we believe will transform both Unity and the future of interactive content creation. As Jarrod will share in more detail later, we expect the second quarter to bring more of the same with guidance for strategic ad revenue to grow 50% year-over-year, including robust Vector revenue growth as well as year-over-year margin expansion.

Albemarle (ALB) Q1 2026 Earnings Transcript
Motley Fool106d agoneutral
Albemarle (ALB) Q1 2026 Earnings Transcript

Jerry Masters: Thank you, Meredith. Moreover, year-to-date, we've delivered $40 million in cost and productivity improvements and remain on track to hit our full year target of $100 million to $150 million.

Datadog (DDOG) Q1 2026 Earnings Transcript
Motley Fool106d agoneutral
Datadog (DDOG) Q1 2026 Earnings Transcript

During this call, we will make forward-looking statements, including statements related to our future financial performance, our outlook for the second quarter and the fiscal year 2026 and related notes and assumptions, our product capabilities and our ability to capitalize on market opportunities. Additional information will be made available in our upcoming Form 10-Q for the fiscal quarter ending March 31, 2026, and other filings with the SEC. With that, I'd like to turn the call over to Olivier.

Goldman Sachs sets jaw-dropping AMD stock price target after earnings
TheStreet106d agobearish
Goldman Sachs sets jaw-dropping AMD stock price target after earnings

Goldman Sachs clearly isn’t sitting on the sidelines when it comes to Advanced Micro Devices (AMD) stock, given its eye-popping price target reset following earnings. The bank bumped its rating on the chipmaker to Buy from Neutral and raised its price target to $450 from $240 (a stunning 88% ...

CoreWeave’s Stunning Rally Creates Prove-It Moment for Earnings
Bloomberg106d agobullish
CoreWeave’s Stunning Rally Creates Prove-It Moment for Earnings

(Bloomberg) -- CoreWeave Inc. shares are on a scorching run in 2026 as demand for computing capacity to power artificial intelligence keeps growing. But now investors want to see some proof that the neo-cloud provider is executing on its ambitious plans. Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Has Opened a Passage Through Hormuz, Central Command SaysDOJ Plans Intervention in Trump Supreme Court Carroll AppealChina Asks Banks to Paus

Datadog Q1 Earnings Call Highlights
MarketBeat106d agoneutral
Datadog Q1 Earnings Call Highlights

Datadog (NASDAQ:DDOG) reported first-quarter 2026 results that management described as a “very strong start to 2026,” highlighted by accelerating revenue growth, record new-logo activity, and expanding product adoption tied to both AI and traditional observability demand. Q1 results show accelerati

Celsius Q1 Earnings Call Highlights
MarketBeat106d agoneutral
Celsius Q1 Earnings Call Highlights

Celsius (NASDAQ:CELH) executives touted record first-quarter 2026 revenue, expanding market share, and integration progress across the company’s multi-brand energy drink portfolio during its earnings webcast, while also noting near-term commodity and freight pressures that could influence the timing

APA Q1 Earnings Call Highlights
MarketBeat106d agoneutral
APA Q1 Earnings Call Highlights

APA (NASDAQ:APA) reported first-quarter 2026 results highlighted by higher-than-guided Permian oil production, strong execution across its portfolio, and nearly $0.5 billion in free cash flow, while management reiterated a focus on capital discipline and balance sheet improvement amid heightened geo

Cirrus Logic (CRUS) Q4 2026 Earnings Transcript
Motley Fool106d agoneutral
Cirrus Logic (CRUS) Q4 2026 Earnings Transcript

Chelsea Heffernan: Thank you, and good afternoon. Joining me on today's call is John Forsyth, Cirrus Logic's Chief Executive Officer; and Jeff Woolard, our Chief Financial Officer. Today, at approximately 4:00 p.m. Eastern Time, we announced our financial results for the fourth quarter and full fiscal year 2026.

Arm (ARM) Q4 2026 Earnings Call Transcript
Motley Fool106d agoneutral
Arm (ARM) Q4 2026 Earnings Call Transcript

Rene Haas: Thank you, Jeff, and welcome, everyone. Arm delivered a record quarter and record fiscal year. Licensing revenue grew 29% year-over-year to $819 million, driven by strong demand for the Arm platform.