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Bullseye American Ingenuity Fund Portfolio Manager Adam Johnson joins Josh Lipton on Market Domination to discuss the key drivers behind the market’s record highs and continued growth momentum.
Welcome back to The Blockspace Podcast! For news, we break down why major pools like MARA and viaBTC are signaling support for the Great Consensus Cleanup (BIP 54), plus Q1…
Will the AI chip leader beat Wall Street expectations again?
The question surrounding Broadcom (NASDAQ:AVGO) heading into its next earnings report is not whether the company belongs among the AI trade’s biggest winners. That debate ended a long time ago. The more pressing question is whether a business already generating tens of billions in AI-related revenue can keep growing fast enough to justify a valuation that has briefly crossed $2 trillion. Citi’s answer, for now, is yes. Analyst Atif Malik raised his price target on the stock from $475 to $500 on
Energy Transfer (ET) is back in focus after reporting a quarter supported by record transportation volumes, higher adjusted EBITDA guidance, and a larger capital spending plan tied to both pipelines and emerging AI related energy demand. See our latest analysis for Energy Transfer. The share price has climbed 20.55% year to date, with a 9.83% 90 day share price return and a 5 year total shareholder return of 186.20%. This indicates that momentum has built around recent earnings, dividend...
AI heavyweight Nvidia (NVDA) will report its first quarter results on May 20, in what is easily one of the most anticipated announcements of the earnings season.
Wix.com (NASDAQ:WIX) executives said the company delivered solid first-quarter 2026 growth while accelerating investments in artificial intelligence products, including Wix Harmony and Base44, during the company’s earnings call. President and Co-founder Nir Zohar said the company is focused on usin
WeRide (NASDAQ:WRD) reported first-quarter 2026 revenue growth of 58% year over year, as management pointed to expanding Robotaxi deployments, broader autonomous driving commercialization and traction for its L2++ advanced driver assistance system. Founder, Chairman and CEO Dr. Tony Han said total
Valneva (NASDAQ:VALN) reported lower first-quarter revenue and a wider loss for 2026, while management said the company is focused on conserving cash as it awaits the next regulatory steps for its Lyme disease vaccine candidate being developed with Pfizer. Chief Executive Officer Thomas Lingelbach
Need a quote from a Motley Fool analyst? This call may include forward-looking statements, including, but not limited to, current expectations with respect to future results and outlook for our company.
The first is capacity and scale; second, product and functionality; third dimension is customers and demand; and finally, capital, our fourth dimension. And we have made significant progress on that front.
Elf Beauty (ELF) is expected to post fiscal fourth-quarter earnings in line with Wall Street's estim
With results for its fiscal second quarter approaching after-market hours on Thursday, May 14, Applied Materials has quietly become one of Wall Street's hottest AI infrastructure plays.
KEYS heads into fiscal Q2 earnings with strong revenue growth expectations, driven by product launches, collaborations and segment strength.
Tower Semiconductor (NASDAQ:TSEM) reported a sharp year-over-year increase in first-quarter 2026 profit and issued guidance for what it said would be the highest quarterly revenue in the company’s history, driven by accelerating demand in silicon photonics and related technologies for AI data center
Nebius Group (NASDAQ:NBIS) reported a sharply higher first quarter for 2026 as demand for AI computing capacity continued to outpace supply, prompting management to raise its capital spending plans and expand its long-term power commitments. Co-founder and CEO Arkady Volozh said the company is buil
Boston Beer has been treading water for the past six months, recording a small loss of 3.7% while holding steady at $197.54. The stock also fell short of the S&P 500’s 7.1% gain during that period.
Pinnacle Financial Partners has followed the market’s trajectory closely, rising in tandem with the S&P 500 over the past six months. The stock has climbed by 11.9% to $97.85 per share while the index has gained 7.1%.
Cisco earnings are coming after the close. Memory costs have been surging, and that’s hurt tech hardware companies’ margins.
The Cigna Group recently reported first-quarter 2026 results, with sales of US$63,849 million, revenue of US$68,494 million, and net income of US$1,654 million, and raised its full-year adjusted EPS guidance to at least US$30.35 following these results. Alongside these figures, Cigna highlighted strong earnings per share growth from continuing operations, underscoring the contribution of its health services and insurance platforms to overall profitability. Now we’ll examine how Cigna’s...
Greenbrier has had an impressive run over the past six months as its shares have beaten the S&P 500 by 12.5%. The stock now trades at $50.56, marking a 19.6% gain. This run-up might have investors contemplating their next move.
Earnings season is coming to a close, but some blue-chip names are still on the docket
Plug Power Inc. (NASDAQ:PLUG) shares rose on Wednesday as investors reacted to stronger-than-expected first-quarter results and a wave of analyst price target increases. On Monday, the hydrogen fuel cell company reported a first-quarter loss of 8 cents per share, beating expectations for a 9-cent loss. Revenue came in at $163.51 million, ahead of the $141.17 million consensus estimate. Management also reaffirmed progress toward achieving "EBITDAS positive" results in the fourth quarter of 2026.
Shares of JD.Com Inc (NASDAQ:JD) surged on Wednesday after the company posted strong first-quarter (Q1) results. Benchmark analyst Fawne Jiang said the Q1 results and second-quarter outlook point to "a clear earnings inflection point," with profitability growth "firmly back on track." The JD.Com Analyst: Jiang, reiterated a Buy rating and raised the price target from $38 to $42. The JD.Com Thesis: Despite a challenging backdrop, the company delivered modestly better-than-expected revenue, margin
Nebius Group N.V. (NASDAQ:NBIS) may not command the same attention as Nvidia Corp (NASDAQ:NVDA), but its latest quarter is suddenly giving Nvidia bulls another reason for confidence ahead of Nvidia earnings next week. Nebius stock surged after the company posted explosive first quarter results, with AI cloud revenue soaring 841% year over year. The company also highlighted multibillion-dollar AI compute agreements tied to Meta Platforms, Inc. (NASDAQ:META) and Microsoft Corp (NASDAQ:MSFT), reinf
Moby summary of Valens Semiconductor Ltd.'s Q1 2026 earnings call
Marvin Ellison: Thank you, Kate. In the fourth quarter, sales were $20.6 billion and comparable sales increased 1.3%. For fiscal year 2025, we delivered sales of $86.3 billion, positive comparable sales of 0.2% and adjusted operating margin of 12.1%.
The company reported earnings results above consensus estimates and announced a new data center site with large capacity.
ZIM to report Q1 2026 May 20 with a 22 cent loss and 20.6% revenue drop expected, as costs rise and a $4.5B takeover bid looms.
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