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Investing.com115d agoneutral
Trump revamps stock portfolio, adding Nvidia and other AI names

Investing.com -- President Donald Trump’s latest OGE Form 278-T disclosure reveals a significant paring of his larger technology holdings during the first quarter of 2026. Large-scale sales of Amazon.com Inc (NASDAQ:AMZN), Meta Platforms Inc (NASDAQ:META), and Microsoft Corporation (NASDAQ:MSFT) were recorded in the peak-valuation tier of $5 million to $25 million.

Iridium Bets on Air Safety in Aireon Takeover
The Wall Street Journal115d agoneutral
Iridium Bets on Air Safety in Aireon Takeover

Satellite operator Iridium Communications agreed to take full control of a company that tracks airplane movements, betting it can grow the air data provider into a bigger business.

Cisco Soars on Forecast Boost, AI-Focused Job Cuts
Bloomberg115d agobullishVIDEO
Cisco Soars on Forecast Boost, AI-Focused Job Cuts

Cisco Systems Inc. jumped by the most in more than 14 years after the company delivered a better-than-anticipated sales forecast and announced plans to cut thousands of jobs, an attempt to focus on the fast-growing AI market. Revenue will be $16.7 billion to $16.9 billion in the fiscal fourth quarter, which runs through July, the company said in a statement Wednesday. Analysts estimated sales of $15.8 billion, according to data compiled by Bloomberg. The news signaled that Cisco, a four-decade-old stalwart of Silicon Valley, is successfully pivoting to the AI economy. Orders from data center customers are accelerating, and the company's restructuring plan is designed to further improve its position. Bloomberg's Ryan Vlastelica takes a closer look.

Target announces major changes across 130 U.S. stores
TheStreet115d agoneutral
Target announces major changes across 130 U.S. stores

Major retailers across the U.S. are accelerating investments in store remodels and expansion as competition intensifies between physical retail and rapidly growing e-commerce channels. U.S. online retail spending reached $1.34 trillion in 2024 and is projected to surpass $2.5 trillion by 2030, ...

Investing.com115d agobullish
Bessent expects inflation to cool despite recent surge

Investing.com -- Treasury Secretary Scott Bessent said Thursday he anticipates price pressures will ease soon despite universally negative recent inflation data, predicting one or two more "hot inflation numbers, but then I think we're going to see substantial disinflation."

Blackstone data center vehicle makes muted debut after $1.75 billion IPO
Reuters115d agoneutral
Blackstone data center vehicle makes muted debut after $1.75 billion IPO

Shares of Blackstone's newly minted investment vehicle opened flat in their market debut on Thursday, ‌after the company raised $1.75 billion in its U.S. initial public offering ‌with plans to buy data center assets. New York-based Blackstone Digital Infrastructure Trust's stock opened at $20 ​per share, the same price at which it had sold 87.5 million shares in its IPO. Artificial intelligence-linked companies have taken center stage in the U.S. IPO market this week with three billion-dollar offerings, including chipmaker Cerebras and Fervo ‌Energy.

Brookfield (BN) Q1 2026 Earnings Call Transcript
Motley Fool115d agoneutral
Brookfield (BN) Q1 2026 Earnings Call Transcript

In addition, when we speak about our wealth solutions business, or Brookfield Wealth Solutions, we are referring to Brookfield's investments in this business that supported the acquisition of its underlying operating subsidiaries. James Bruce Flatt: Thank you, Katie, and welcome everyone on the call.

Netflix Just Raised Guidance. The Market Sold It Off. We See 283% Upside
24/7 Wall St.115d agoneutral
Netflix Just Raised Guidance. The Market Sold It Off. We See 283% Upside

Few stocks have whipsawed investors in 2026 the way Netflix (NASDAQ:NFLX) has. Shares plunged from $126.03 in July 2025 to a $77 trough in February 2026, then clawed back to $88.27 as of May 6. Our 24/7 Wall St. price target for Netflix is $338.63, implying 283.63% upside. The recommendation is buy at 90% confidence. ... Netflix Just Raised Guidance. The Market Sold It Off. We See 283% Upside

NIO stock faces a big test ahead of earnings
TheStreet115d agoneutral
NIO stock faces a big test ahead of earnings

Nio, Inc. (NIO) heads into its next earnings report with one important question already answered, as the Chinese electric vehicle maker delivered more cars in the first quarter than it originally told investors to expect. The harder question for Nio investors is whether that delivery momentum can ...

Xi Tells U.S. Executives That China Is Open for Business
The Wall Street Journal115d agoneutral
Xi Tells U.S. Executives That China Is Open for Business

Chinese leader Xi Jinping told a delegation of American executives traveling with President Trump in Beijing that China will open wider to foreign business. “U.S. companies are deeply involved in China’s reform and opening up, and both sides have benefited from this,” said Xi after Trump introduced the entrepreneurs to him one by one, according to Chinese state media. Elon Musk was seen at the summit venue with his 6-year-old son and Tom Zhu, a senior vice-president of Tesla who oversees the carmaker’s operations in China.

Six Firms Just Piled Into Cisco: Wall Street Rushes to Hike Price Targets After 20% Earnings Pop
24/7 Wall St.115d agoneutral
Six Firms Just Piled Into Cisco: Wall Street Rushes to Hike Price Targets After 20% Earnings Pop

Six major Wall Street firms hiked their price targets on Cisco Systems (NASDAQ:CSCO) on May 14, following a blowout fiscal Q3 2026 report that sent shares surging roughly 19% after the close. The coordinated wave of revisions reflects a clear thesis shift: Cisco’s accelerating hyperscaler order book has decisively answered the long-running bear case that ... Six Firms Just Piled Into Cisco: Wall Street Rushes to Hike Price Targets After 20% Earnings Pop

Omeros (OMER) Q1 2026 Earnings Transcript
Motley Fool115d agoneutral
Omeros (OMER) Q1 2026 Earnings Transcript

Gregory Demopulos: Thank you, Jennifer, and good afternoon, everyone. Joining me today are David Borges, our Chief Accounting Officer; Dr. Cathy Melfi, our Chief Regulatory Officer; and Dr. Steve Whitaker, Vice President of Clinical. After that, David will cover the financials in more detail and then we'll open the call for questions.

Terrestrial Energy Q1 Earnings Call Highlights
MarketBeat115d agoneutral
Terrestrial Energy Q1 Earnings Call Highlights

Terrestrial Energy (NASDAQ:IMSR) said it advanced engineering, regulatory, supply chain and commercial milestones in the first quarter of 2026, as management emphasized rising electricity demand from artificial intelligence infrastructure, manufacturing reshoring and broader electrification as key d

Ideal Power Q1 Earnings Call Highlights
MarketBeat115d agoneutral
Ideal Power Q1 Earnings Call Highlights

Ideal Power (NASDAQ:IPWR) reported no first-quarter revenue and a wider net loss, while management emphasized growing commercial activity for its B-TRAN semiconductor technology across AI data centers, energy infrastructure, industrial systems and automotive applications. President and Chief Execut

Innoviz Technologies Q1 Earnings Call Highlights
MarketBeat115d agoneutral
Innoviz Technologies Q1 Earnings Call Highlights

Innoviz Technologies (NASDAQ:INVZ) reported first-quarter 2026 revenue of $7.1 million and reiterated its full-year revenue outlook, while emphasizing new momentum in defense, homeland security and autonomous vehicle programs. Chief Executive Officer and Co-Founder Omer Keilaf said some non-recurri

DeFi Development Q1 Earnings Call Highlights
MarketBeat115d agoneutral
DeFi Development Q1 Earnings Call Highlights

Executives at DeFi Development (NASDAQ:DFDV) used the company’s Q1 2026 earnings call to reaffirm that its central strategy remains building leveraged exposure to Solana, while also outlining how partnerships, capital allocation and ecosystem initiatives are intended to support growth in SOL per sha