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Ameren (AEE) Q1 Earnings Surpass Estimates
Zacks124d agoneutral
Ameren (AEE) Q1 Earnings Surpass Estimates

Ameren (AEE) delivered earnings and revenue surprises of +9.87% and -2.85%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

David Sacks Says AI Could Drive 75% Of US GDP Growth As Morgan Stanley Sees Big Tech AI Capex Surging Past $800 Billion In 2026
Benzinga124d agoneutral
David Sacks Says AI Could Drive 75% Of US GDP Growth As Morgan Stanley Sees Big Tech AI Capex Surging Past $800 Billion In 2026

On Sunday, former White House AI and crypto czar David Sacks said artificial intelligence is rapidly becoming one of the most powerful drivers of the U.S. economy as Morgan Stanley raised its forecast for hyperscaler AI infrastructure spending. Morgan Stanley Projects Massive AI Capex Boom From Big Tech Morgan Stanley now expects Amazon.com Inc., Alphabet Inc., Meta Platforms Inc., Microsoft Corp. and Oracle Corp. to collectively spend about $805 billion in capital expenditures in 2026, up from

Skyworks (SWKS) Q2 2026 Earnings Transcript
Motley Fool124d agoneutral
Skyworks (SWKS) Q2 2026 Earnings Transcript

This win reflects our expanding footprint in premium AI-enabled devices, validating our RF content platform and our technology differentiation. While still modest in absolute terms, the segment is expected to grow nearly 50% this year.

Risk On Again — Heard on the Street Recap
The Wall Street Journal124d agoneutral
Risk On Again — Heard on the Street Recap

Oil prices slipped and stocks advanced on hopes that the U.S. and Iran can avoid resuming their full-scale war. The United Arab Emirates said it was intercepting new attacks from Iran hours after the U.S. said Iran's latest military actions didn't rise to the level of violating the ceasefire. U.S. officials sought to play down the events of the past 24 hours, including Iran’s targeting of American warships and attacks on other vessels in the Strait of Hormuz.

BigBear.ai (BBAI) Q1 2026 Earnings Transcript
Motley Fool124d agoneutral
BigBear.ai (BBAI) Q1 2026 Earnings Transcript

Need a quote from a Motley Fool analyst? In critical moments like these, BigBear.ai Holdings, Inc. teams excel. It is a privilege to work alongside colleagues who have the operational experience and mission insight customers value and expect.

Strategy Records Loss of Nearly $13 Billion as Bitcoin Continues Decline
The Wall Street Journal124d agoneutral
Strategy Records Loss of Nearly $13 Billion as Bitcoin Continues Decline

Strategy, the bitcoin accumulation firm founded by Michael Saylor, recorded a loss of nearly $13 billion in the first quarter as declining bitcoin prices continue to weigh on its digital-currency stash. Strategy’s first-quarter net loss widened to $12.77 billion, or $38.25 a share, compared with a loss of $4.23 billion, or $16.49 a share, a year earlier. In the most recent period, the company recorded an unrealized fair-value loss of $14.5 billion on its digital assets, complying with accounting rules that require companies to value their holdings at current market prices.

Emerson Electric (EMR) Meets Q2 Earnings Estimates
Zacks124d agoneutral
Emerson Electric (EMR) Meets Q2 Earnings Estimates

Emerson Electric (EMR) delivered earnings and revenue surprises of -0.03% and -0.76%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Reuters124d agoneutral
Lumentum forecasts quarterly revenue above estimates on AI-driven demand

Lumentum Holdings forecast quarterly revenue above Wall Street expectations on Tuesday, ‌betting on strong demand for its high-speed ‌optical components that are crucial for artificial intelligence infrastructure. The ​company has been a beneficiary of massive capital spending by cloud giants on AI infrastructure. Its equipment is critical for transmitting vast amounts of data ‌at high speeds ⁠between servers in data center networks.

Trading Day: Rarified AIr
Reuters124d agoneutral
Trading Day: Rarified AIr

By Jamie McGeever ORLANDO, Florida, May 5 (Reuters) - The S&P 500 and Nasdaq sailed to new highs on Tuesday, riding the crest of yet another wave of optimism around the artificial intelligence boom.

Frontier Group Q1 Earnings Call Highlights
MarketBeat124d agoneutral
Frontier Group Q1 Earnings Call Highlights

Frontier Group (NASDAQ:ULCC) used its first-quarter 2026 earnings call to outline record adjusted revenue, progress on a fleet “rightsizing” plan, and the company’s expectations for stronger unit revenue in the second quarter, while also addressing the near-term market disruption caused by Spirit’s

Telesat Q1 Earnings Call Highlights
MarketBeat124d agoneutral
Telesat Q1 Earnings Call Highlights

Telesat (NASDAQ:TSAT) reported first-quarter 2026 results that management said were in line with expectations for its legacy geostationary (GEO) business while continuing to advance development and commercialization efforts for its Telesat LightSpeed low Earth orbit (LEO) constellation. LightSpeed

Sterling Infrastructure Q1 Earnings Call Highlights
MarketBeat124d agoneutral
Sterling Infrastructure Q1 Earnings Call Highlights

Sterling Infrastructure (NASDAQ:STRL) reported a strong start to 2026, citing record first-quarter profitability, sharply higher backlog, and improving visibility tied primarily to mission-critical work such as data centers, manufacturing projects, and a newly awarded semiconductor fabrication campu

Chip Makers Push Nasdaq, S&P 500 to Fresh Highs
The Wall Street Journal124d agoneutral
Chip Makers Push Nasdaq, S&P 500 to Fresh Highs

The semiconductor index has risen 54% since the end of March, its best performance over a 25-day period since March 2000. Chip makers are racing to meet surging demand for the specialized devices that are pivotal to powering artificial intelligence. Tuesday’s rally powered Intel to a 13% gain and a market capitalization of about $544 billion, surpassing Oracle and Johnson & Johnson Shares of Sandisk Micron and Qualcomm all added more than 10%, lifting the tech-heavy Nasdaq composite up 1%.

Vicki Hollub’s decade at Oxy: From brash merger to June farewell
TheStreet124d agoneutral
Vicki Hollub’s decade at Oxy: From brash merger to June farewell

When Vicki Hollub took over as Occidental Petroleum's CEO on April 29, 2016, the shares were at $60.76. Ten years later, with Hollub preparing to step aside from the job, the shares are just above $60, which gives you an idea of the struggles the big exploration and production company has ...