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Think AI Spending Won’t Stoke Inflation? This Time Could Be Different.
Barrons.com125d agoneutral
Think AI Spending Won’t Stoke Inflation? This Time Could Be Different.

Big tech spending on artificial intelligence is set to soar past $1 trillion next year as companies race to secure their place in the queue of the world’s hottest technology. The upshot of all that spending, however, is a likely boost to inflation prospects, which are already rising from oil and energy prices tied to the U.S. war with Iran and the on again, off again nature of tariffs put in place by President Donald Trump. “There is a regime shift underway in technology goods inflation,” said Stifel research analyst Thomas Carroll, who notes that 2026 “marks the first time in 65 years that tech goods prices are rising faster than wages.”

Associated Press125d agoneutral
How major US stock indexes fared Monday 5/4/2026

U.S. stocks fell from their record heights, while oil prices jumped following escalations in the Middle East that may undermine the ceasefire in the war with Iran. The S&P 500 fell 0.4% Monday, coming off its latest all-time high. The Dow Jones Industrial Average dropped 1.1%, and the Nasdaq composite slipped 0.2%.

Evolus (EOLS) Q2 2025 Earnings Call Transcript
Motley Fool125d agoneutral
Evolus (EOLS) Q2 2025 Earnings Call Transcript

David Moatazedi: Thank you, Nareg, and good afternoon, everyone. Internationally, the business continues to deliver strong performance and is increasingly contributing to our growth trajectory as we expand our global footprint in key markets.

Assessing Kilroy Realty (KRC) Valuation After Q1 Loss, Impairment Charges And Lower 2026 Earnings Guidance
Simply Wall St.125d agoneutral
Assessing Kilroy Realty (KRC) Valuation After Q1 Loss, Impairment Charges And Lower 2026 Earnings Guidance

Why Kilroy Realty Stock Is In Focus After Its Latest Earnings Kilroy Realty (KRC) is drawing attention after first quarter results showed a net loss, sizeable real estate impairment charges and a sharp reduction in full year 2026 earnings guidance compared with prior expectations. See our latest analysis for Kilroy Realty. The earnings miss, sizeable US$61.8m impairment charges, and sharply lower 2026 guidance have arrived alongside a 30 day share price return of 18.24% and a year to date...

Duolingo's growth outlook moderates as it prioritizes engagement over monetization
Reuters125d agoneutral
Duolingo's growth outlook moderates as it prioritizes engagement over monetization

Duolingo posted strong first-quarter results but signaled a more measured growth trajectory ahead, as the language-learning app prioritizes user ‌engagement and product improvements over near-term monetization. At the heart of Duolingo's strategy is a deliberate shift toward prioritizing ​user experience and long-term retention over near-term monetization, as it invests in product quality and engagement to build a larger base of paying subscribers. Investors ⁠have increasingly focused on whether Duolingo can sustain its strong conversion of free users into paying subscribers under its freemium model, ⁠particularly as bookings growth slows.

Bloomberg125d agoneutral
White House Eyes Vetting AI Models Pre-Release, NYTimes Says

(Bloomberg) -- The Trump administration is considering an executive order to create a working group on artificial intelligence, according to the New York Times, a bid to boost oversight of the emerging technology.Most Read from BloombergChina’s Unprecedented Defiance of US Sanctions Triggers ShowdownFormer NYC Mayor Giuliani in Critical Condition, Trump SaysBeijing Tells China Firms to Ignore US Sanctions on RefinersUS Denies Iran Report That Naval Ship Was Hit by MissilesSupertanker Appears to

Adeia (ADEA) Q2 2025 Earnings Transcript
Motley Fool125d agoneutral
Adeia (ADEA) Q2 2025 Earnings Transcript

Paul will share with you some general observations regarding the quarter, and then Keith will give further details on our financial results and guidance. First, today's discussion contains forward-looking statements that are predictions, projections or other statements about future events, which are based on management's current expectations and beliefs and therefore, subject to risks, uncertainties and changes in circumstances. For more information on the risks and uncertainties that could cause our actual results to differ materially from what we discuss today, please refer to the Risk Factors section in our SEC filings, including our annual report on Form 10-K and our quarterly report on Form 10-Q. Please note that the company does not intend to update or alter these forward-looking statements to reflect events or circumstances arising after this call.

Firefly (FLY) Q4 2025 Earnings Transcript
Motley Fool126d agoneutral
Firefly (FLY) Q4 2025 Earnings Transcript

Jason Kim: Thank you, Michael, and welcome to our fourth quarter and year-end 2025 earnings call. Firefly is a space and defense company, delivering innovative hardware and software to perform the hardest missions in the space for national security, exploration and commercial technology lighting the way to a bold space ecosystem that expands humanity's future. Now with SciTec onboard, Firefly's capabilities include AI-enabled defense software proven in operations, such as missile warning and defense.

Duolingo (DUOL) Q4 2025 Earnings Transcript
Motley Fool126d agoneutral
Duolingo (DUOL) Q4 2025 Earnings Transcript

Luis von Ahn Arellano: Thank you, everyone, for joining us. Now Matt is a hard act to follow, so I can't think of anybody better to take his place and the person who helped us hire him, our long-term Board member and Chair of our Audit Committee, Gilian Munson. 2025 was another strong year for Duolingo.

Symbotic (SYM) Q3 2025 Earnings Transcript
Motley Fool126d agoneutral
Symbotic (SYM) Q3 2025 Earnings Transcript

Richard B. Cohen: Thank you, Charlie. Adoption continues to scale, and we recently set a record processing over 6.5 million cases in a single day through our operational systems. Installation is expected to begin early next calendar year, keeping us on track with our road map.

Broad-Based Stock Declines Hit Every Sector Except Energy
The Wall Street Journal126d agoneutral
Broad-Based Stock Declines Hit Every Sector Except Energy

While the S&P 500's decline on reports of escalation in the Middle East has been relatively modest, down about 0.5%, the selling is broad-based. Every sector except for energy was trading lower on Monday afternoon after Brent crude, the international oil benchmark, rose.

Carvana CEO sends strong message on profitability
TheStreet126d agoneutral
Carvana CEO sends strong message on profitability

Carvana just reported numbers that stopped Wall Street in its tracks. The online used car retailer posted a record-breaking first quarter, and CEO Ernie Garcia didn't mince words about where the company is headed. Despite its solid Q1 results, Carvana (CVNA) stock is down 4% in 2026 and has pulled ...

FedEx Slides 9%, UPS Sinks 10% as Amazon Supply Chain Services Goes Live: How Real Is the Threat?
24/7 Wall St.126d agoneutral
FedEx Slides 9%, UPS Sinks 10% as Amazon Supply Chain Services Goes Live: How Real Is the Threat?

Shares of FedEx (NYSE:FDX) are down 9% to roughly $359 in midday trading Monday, while United Parcel Service (NYSE:UPS) stock is down 10% to about $97. The trigger: Amazon (NASDAQ:AMZN) has officially launched Supply Chain Services as a direct enterprise offering. Amazon stock is up 1% to $271 on the news, building on a 27% ... FedEx Slides 9%, UPS Sinks 10% as Amazon Supply Chain Services Goes Live: How Real Is the Threat?

How To Earn $500 A Month From Pfizer Stock Ahead Of Q1 Earnings
Benzinga126d agoneutral
How To Earn $500 A Month From Pfizer Stock Ahead Of Q1 Earnings

Pfizer Inc. will release earnings for its third quarter before the opening bell on Tuesday, May 5. Analysts expect the pharmaceutical company to report quarterly earnings of 72 cents per share. That’s down from 92 cents per share in the year-ago period. Benzinga Pro puts the consensus estimate for Pfizer's quarterly revenue at $13.8 billion. Pfizer reported $13.71 billion last year. With the recent buzz around the company, some investors are eyeing potential gains from its dividends. Currently,

Amazon opens its logistics network to other businesses in growth push
Reuters Videos126d agoneutralVIDEO
Amazon opens its logistics network to other businesses in growth push

<body><p>STORY: Amazon.com is elbowing its way into the business of UPS and FedEx.</p><p>The company is giving other businesses access to its supply chain network that has powered the e-commerce giant’s operation for decades.</p><p>Its so-called "Amazon Supply Chain Services" will allow companies across industries such as retail, healthcare and manufacturing to use Amazon’s freight network spanning ocean, road, rail and air to move, store and deliver everything from raw materials to final products.</p><p>Amazon’s stock rose as much as almost 3% Monday morning while UPS fell as much as 10% and FedEx dropped more than 9%.</p><p>With a fleet of more than 100 cargo planes, behind only FedEx and UPS, along with a vast network of warehouses and sorting hubs, Amazon's move could make it a key logistics player and intensify competition on pricing and speed.</p><p>One analyst told Reuters quote, “For UPS and FedEx, this is not immediate disruption, but it is a structural warning shot, especially in e-commerce-heavy lanes where Amazon already has density, data and delivery-speed advantages."</p><p>Amazon will allow businesses to take advantage of its speedy two-to-five-day delivery timelines, as well as warehousing and inventory forecasting capabilities.</p><p>It has already signed up Procter & Gamble, 3M and American Eagle Outfitters.&nbsp;</p></body>