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Ariel Investments, an investment management company, released its “Ariel Focus Fund” Q1 2026 Investor Letter. A copy of the letter can be downloaded here. The fund reported strong first-quarter performance for its Ariel Focus Fund, which gained 7.30%, significantly outperforming both the S&P 500’s -4.33% return and the Russell 1000 Value Index’s 2.10% gain amid […]

AXON heads into Q1 earnings with strong TASER, body camera and software demand expected to fuel growth despite rising costs.

Moby summary of Shopify Inc.'s Q1 2026 earnings call

Moby summary of Rockwell Automation, Inc.'s Q2 2026 earnings call

CMI beat Q1 2026 estimates as Power Systems and data-center power demand lifted margins, even as Engine and Components sales fell.

Moby summary of PayPal Holdings, Inc.'s Q1 2026 earnings call

HWM heads into Q1 earnings with strong aerospace demand expected to drive growth, though supply-chain issues and transport softness linger.

Moby summary of Fiserv, Inc.'s Q1 2026 earnings call

Pfizer beats Q1 estimates as new launches and acquired drugs lift sales, offsetting COVID declines, while the drugmaker reaffirms its 2026 outlook.

Onsemi beats Q1 earnings as power-led growth and an AI data center "inflection point" support margins, big buybacks and a stronger Q2 outlook.

MP Materials faces a tough call before Q1 earnings, with rising revenues and strong production momentum offset by higher costs and premium valuation risks.

Here's a trade that takes advantage of the high implied volatility around the earnings announcement for Datadog stock.

Fabrinet posts record Q3 FY2026 revenues as Optical Communications powers big earnings growth, despite datacom supply constraints and new program ramps.

AU heads into Q1 earnings with surging gold prices and rising output, but lingering cost pressures cloud the outlook for a clear upside surprise.

Moby summary of Energy Transfer LP's Q1 2026 earnings call

Moby summary of Procore Technologies, Inc.'s Q1 2026 earnings call

Moby summary of Aptiv PLC's Q1 2026 earnings call

Moby summary of GLOBALFOUNDRIES Inc.'s Q1 2026 earnings call

Moby summary of DigitalOcean Holdings, Inc.'s Q1 2026 earnings call

Moby summary of American Electric Power Company, Inc.'s Q1 2026 earnings call

Moby summary of Leidos Holdings, Inc.'s Q1 2026 earnings call

MCHP reports fiscal Q4 earnings on May 7, guiding sales of $1.26B and earnings of 48-52 cents per share as backlog, mix shifts and easing inventory support growth.

Pfizer Inc (NYSE:PFE, XETRA:PFE) reported first-quarter 2026 revenue and adjusted profit above Wall Street expectations on Tuesday, driven by strong growth in its launched and acquired products, as the drugmaker reaffirmed its full-year financial outlook. The pharmaceutical giant posted...

Thank you for joining us for Powell Industries, Inc. conference call today to review fiscal year 2026 second quarter results. With me on the call are Brett A. Cope, Powell Industries, Inc. Chairman and CEO, and Michael W. Metcalf, Powell Industries, Inc. CFO. This conference call includes certain statements, including statements related to the company's expectations of its future operating results, that may be considered forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995.

Palantir Beats Big, but Stock Falls as High Expectations Bite

NKE's wholesale rebuild is driving growth and market share gains, but can it offset margin pressure and deliver lasting earnings stability?

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.

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.