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CEOs Have Split on AI’s Jobs Impact
The Wall Street Journal124d agoneutral
CEOs Have Split on AI’s Jobs Impact

Here's how two senior executives said AI will affect their businesses in the years ahead: AI changes “how we work,” says Brian Armstrong, CEO at Coinbase Global. The company on Tuesday announced it was cutting 14% of its workforce.

Lumentum (LITE) Q3 2026 Earnings Transcript
Motley Fool124d agoneutral
Lumentum (LITE) Q3 2026 Earnings Transcript

The forward-looking statements provided during this call are based on Lumentum's reasonable beliefs and expectations as of today. Lumentum undertakes no obligation to update or revise these statements, except as required by applicable law.

Wall Street Just Piled Into AMD: Eight Firms Hike Price Targets After Q1 Earnings Crusher
24/7 Wall St.124d agoneutral
Wall Street Just Piled Into AMD: Eight Firms Hike Price Targets After Q1 Earnings Crusher

Wall Street unleashed one of the most aggressive coordinated price target hikes of the year on Advanced Micro Devices (NASDAQ:AMD) following its blowout Q1 FY2026 report. Two firms upgraded AMD stock outright (Bernstein and Seaport), while seven others lifted price targets, with the most bullish call landing at $530 from KeyBanc. AMD stock surged 17% on ... Wall Street Just Piled Into AMD: Eight Firms Hike Price Targets After Q1 Earnings Crusher

OSS Q1 2026 Earnings Call Transcript
Motley Fool124d agoneutral
OSS Q1 2026 Earnings Call Transcript

Michael Knowles: Thank you, Julie. Importantly, we believe these trends further validate One Stop Systems, Inc.'s position as a critical enabler of next-generation AI autonomy and sensor-driven applications at the edge—markets that we expect to drive sustained long-term growth for years to come. As a result, Bressner's historical financial results are now reported as discontinued operations, and the results we are discussing today reflect the performance of the remaining core One Stop Systems, Inc. business.

Navitas (NVTS) Q1 2026 Earnings Transcript
Motley Fool124d agoneutral
Navitas (NVTS) Q1 2026 Earnings Transcript

As such, these results are unaudited and subject to revision until the company files its Form 10-Q for its quarter ended March 31, 2026. For those of you that may be new or still coming up to speed on our story, I want to begin with a brief high-level summary of our ongoing strategic transformation and Navitas 2.0 vision.

Joby Aviation (JOBY) Q1 2026 Earnings Transcript
Motley Fool124d agoneutral
Joby Aviation (JOBY) Q1 2026 Earnings Transcript

Need a quote from a Motley Fool analyst? JoeBen Bevirt: Thank you, Teresa, and thank you, everyone, for joining us today. Perhaps the biggest news of the quarter was the selection of states that will participate in the White House-backed eIPP program.

Onsemi CEO issues bold 2-word message after earnings
TheStreet124d agoneutral
Onsemi CEO issues bold 2-word message after earnings

Onsemi (ON) stock initially fell 5% after Q1 earnings before recovering slightly, but the reaction may have missed the bigger shift underway. AI data center power saw strong growth, margins kept rebuilding through mix and factory discipline, and automotive showed signs of healthier demand. More ...

Oracle’s $553 Billion Backlog Is Larger Than the GDP of Most Countries. It Also Grew 325% in a Year
24/7 Wall St.124d agoneutral
Oracle’s $553 Billion Backlog Is Larger Than the GDP of Most Countries. It Also Grew 325% in a Year

I keep hitting the buy button on Oracle (NYSE:ORCL) because I have rarely seen a backlog like the one this company is sitting on, and I want to own as many shares as I reasonably can before the market fully prices it in. The thing that pulls me back, again and again, is a single ... Oracle’s $553 Billion Backlog Is Larger Than the GDP of Most Countries. It Also Grew 325% in a Year

Bruker Q1 Earnings Call Highlights
MarketBeat124d agoneutral
Bruker Q1 Earnings Call Highlights

Bruker (NASDAQ:BRKR) reported first-quarter 2026 results that management said came in “well ahead of expectations,” even as the company continued to face pressure from U.S. academic demand weakness as well as tariff and currency headwinds. President and CEO Frank Laukien told investors that while y

TransMedics (TMDX) Q1 2026 Earnings Transcript
Motley Fool124d agoneutral
TransMedics (TMDX) Q1 2026 Earnings Transcript

Waleed Hassanein: Thank you so much, Hannah. As always, joining me today is Gerardo Hernandez, our Chief Financial Officer. Since inception, TransMedics has been relentless in our pursuit to transform organ transplant therapy by increasing utilization of donor organs and improving the clinical outcomes of transplant patients throughout -- through technology and service innovation and by disrupting the status quo.

BWX Technologies, Inc. (BWXT) Reports Q1 2026 Results
Insider Monkey124d agoneutral
BWX Technologies, Inc. (BWXT) Reports Q1 2026 Results

BWX Technologies, Inc. (NYSE:BWXT) is among the 10 Best Large Cap Defense Stocks to Buy According to Hedge Funds. On May 4, the company announced robust financial results for Q1 2026, beating Wall Street’s estimates for both revenue and earnings. Revenue for the quarter was reported at $860.2 million, up 26% from the prior year. […]

Disney Puts Rumors to Rest: TV Network Spinoff Is Off the Table
The Wall Street Journal124d agoneutral
Disney Puts Rumors to Rest: TV Network Spinoff Is Off the Table

Disney shot down persistent questions about whether it will sell or spin off some of its linear television networks, as NBCUniversal has done and Warner Bros. Discovery was planning to do before agreeing to be acquired by Paramount Skydance.

New Disney CEO Gives Vision for Company as Revenue Rises
The Wall Street Journal124d agoneutral
New Disney CEO Gives Vision for Company as Revenue Rises

The new chief executive at Disney on Wednesday laid out his long-term vision for the company, centered on using technology to reach consumers and increase profits. In a nearly 3,000-word letter to shareholders accompanying quarterly financial results and comments in a conference call with analysts, Josh D’Amaro emphasized his plans to make Disney+ a digital hub for all the company’s businesses and invest in new technology, particularly around videogames. Theme parks and cruises have overtaken television as Disney’s biggest source of profits, and the company is counting on them to fuel its growth for the rest of this decade and beyond.

Gold and Silver Catch Fire as Iran Deal Hopes Rewrite the Inflation Playbook
24/7 Wall St.124d agoneutral
Gold and Silver Catch Fire as Iran Deal Hopes Rewrite the Inflation Playbook

The PHLX Gold/Silver Sector (^XAU) is climbing roughly 8% this morning as a wave of buying hits both bullion and the equities that mine it. Spot gold is trading near $4,695 an ounce, up about 3%, while silver is jumping a sharper 5.5% to roughly $77 an ounce. The catalyst is a combination of geopolitical ... Gold and Silver Catch Fire as Iran Deal Hopes Rewrite the Inflation Playbook

Kraft Heinz (KHC) Q1 2026 Earnings Transcript
Motley Fool124d agoneutral
Kraft Heinz (KHC) Q1 2026 Earnings Transcript

Anne-Marie Megela: Thank you, and thank you all for joining us today. Additionally, we may refer to non-GAAP financial measures. Please refer to today's earnings release and the non-GAAP information available on our website for a discussion of our non-GAAP financial measures and reconciliations to the comparable GAAP financial measures.

CVS Stock Breaks Out On Earnings Due To ACA Exit, Premium Hikes
Investor's Business Daily124d agoneutral
CVS Stock Breaks Out On Earnings Due To ACA Exit, Premium Hikes

CVS stock is breaking out on Wednesday morning after it posted better-than-expected first-quarter results and raised its full-year outlook. Of CVS Health's three big segments, its health benefits segment saw operating income surge by $1.05 billion, or 53%.

Bloomberg124d agoneutral
Apollo Sees Assets Top $1 Trillion for the First Time Ever

(Bloomberg) -- Apollo Global Management Inc. eclipsed $1 trillion of assets under management on record first-quarter inflows and reported earnings that beat Wall Street estimates.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysUS Says Offensive Phase of Iran War Over as Ship Hit in StraitAnthropic Unveils AI Agents to Field Financial Services TasksDOJ Plans Intervention in Trump Supreme Court Carroll AppealTrump Pauses Plan to Guide Ships While Seeking Iran De

Pinterest adds $2B in market cap on major developments
TheStreet124d agoneutral
Pinterest adds $2B in market cap on major developments

Pinterest (PINS) added about $2 billion in market value recently as shares jumped about 15% following the company's first-quarter results, which pointed to stronger ad demand, improving earnings power, and a broader platform strategy. Heading into Pinterest's first-quarter results, its ...

UK Elections Threaten to End the Pound’s Resilient Run
Bloomberg124d agoneutral
UK Elections Threaten to End the Pound’s Resilient Run

(Bloomberg) -- Investor worries over higher energy prices and elections that look to be disastrous for the government pushed the UK’s long-term borrowing costs to the highest level since 1998 this week. The pound wasn’t fazed.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysUS Says Offensive Phase of Iran War Over as Ship Hit in StraitAnthropic Unveils AI Agents to Field Financial Services TasksDOJ Plans Intervention in Trump Supreme Court Carroll AppealTrump P