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28,659 signal articles · 177 in last 24h · 140,365 total before filter · latest 44m ago
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Can Disney Keep Treading Above $100 After Earnings Tomorrow?
24/7 Wall St.128d agoneutral
Can Disney Keep Treading Above $100 After Earnings Tomorrow?

Investors are watching Disney (NYSE:DIS) ahead of fiscal Q2 2026 results due before the bell tomorrow, May 6. Shares are barely holding $100 at $100.69, down 10.95% YTD. This is new CEO Josh D’Amaro’s first real test. D’Amaro Inherits a Crowded To-Do List Last quarter, Disney beat with adjusted EPS of $1.63 on revenue of ... Can Disney Keep Treading Above $100 After Earnings Tomorrow?

Fiserv Q1 Earnings Call Highlights
MarketBeat128d agoneutral
Fiserv Q1 Earnings Call Highlights

Fiserv (NASDAQ:FISV) reported first-quarter 2026 results that management said were in line with the outlook provided in February, as the company continues executing its “One Fiserv” action plan amid what CEO Mike Lyons called an “extraordinary opportunity” driven by rapid change in banking and payme

Diamondback Energy Q1 Earnings Call Highlights
MarketBeat128d agoneutral
Diamondback Energy Q1 Earnings Call Highlights

Diamondback Energy (NASDAQ:FANG) used its first quarter 2026 conference call to explain a shift toward what CEO Kaes Van’t Hof described as a “green light framework,” signaling higher activity levels amid what he called a clear market signal following a major global oil supply disruption. Management

Enlight Renewable Energy Q1 Earnings Call Highlights
MarketBeat128d agoneutral
Enlight Renewable Energy Q1 Earnings Call Highlights

Enlight Renewable Energy (NASDAQ:ENLT) reported first-quarter 2026 results that company leaders characterized as a “very strong start” to the year, citing significant year-over-year growth in revenue and adjusted EBITDA as new U.S. projects ramped up and wind conditions supported results in other ge

American Electric Power Q1 Earnings Call Highlights
MarketBeat128d agoneutral
American Electric Power Q1 Earnings Call Highlights

American Electric Power (NASDAQ:AEP) reported first-quarter 2026 operating earnings of $1.64 per share, or $891 million, and reaffirmed full-year operating earnings guidance of $6.15 to $6.45 per share. Chairman, President and CEO Bill Fehrman said the company is seeing accelerating demand across it

Onsemi reports earnings beat on AI data strength, improving industrial trends
Proactive128d agobullish
Onsemi reports earnings beat on AI data strength, improving industrial trends

Onsemi (NASDAQ:ON) reported stronger-than-expected first quarter results, supported by continued strength in AI data center demand and improving trends in industrial markets, alongside a gradual recovery in automotive. The semiconductor company posted adjusted earnings of $0.64 per share on...

Argus Upgrades Chipotle to Buy: Wall Street Bets the Cautious Guidance Will Be Crushed
24/7 Wall St.128d agobullish
Argus Upgrades Chipotle to Buy: Wall Street Bets the Cautious Guidance Will Be Crushed

Argus has stepped up with a Buy rating on Chipotle Mexican Grill (NYSE:CMG) stock, upgrading the burrito chain from Hold on May 5. The firm’s thesis is straightforward: management is sandbagging, and cautious 2026 guidance will likely be surpassed as comparable sales accelerate through the rest of the year. For long-term investors, the call lands ... Argus Upgrades Chipotle to Buy: Wall Street Bets the Cautious Guidance Will Be Crushed

Investing.com128d agoneutral
Iranian oil tanker may have evaded US blockade

Investing.com -- One Iranian oil tanker may have slipped through a US blockade of Persian Gulf shipping, according to TankerTrackers.com, a firm that monitors vessel movements using satellite imagery.

Alphabet closes in on Nvidia's spot as world's biggest company
Reuters128d agoneutral
Alphabet closes in on Nvidia's spot as world's biggest company

Alphabet is on the cusp of overtaking Nvidia as the world's most valuable company, riding on a record stock rally fueled by its artificial intelligence efforts and booming cloud business. The potential ‌reshuffling would put the Google parent at the No.1 spot for the first time in more than a decade. ‌It last held that position briefly in February 2016 before Apple reclaimed the spot. The move reflects a dramatic shift in sentiment as Alphabet emerges as both a ​major AI services provider with its cloud platform and a key rival to Nvidia in chips through custom processors that have won customers such as Anthropic.

OpenAI, Anthropic ventures in talks to buy AI services firms, sources say
Reuters128d agobullish
OpenAI, Anthropic ventures in talks to buy AI services firms, sources say

The joint ventures OpenAI and Anthropic separately created with private equity firms are in talks to acquire services companies that help businesses ‌deploy artificial intelligence, with OpenAI's new venture in advanced stages on three deals, people familiar with ‌the matter told Reuters. The acquisitions would mark a new front in the competition for AI market share between the companies. OpenAI is raising ‌roughly $4 billion from 19 investors, including TPG, ⁠Bain Capital and Brookfield Asset Management, for its joint venture, Reuters previously reported.

Anthropic deepens finance push as CEO Amodei warns of software disruption
Reuters128d agoneutral
Anthropic deepens finance push as CEO Amodei warns of software disruption

Artificial-intelligence lab Anthropic is diving deeper into the financial services industry, releasing tools on Tuesday that can speed up myriad tasks for banks and insurers while CEO ‌Dario Amodei predicted further software disruption. Hardly a year into unveiling ambitions to tailor AI for finance, Anthropic has rapidly expanded its business, with adoption by Goldman Sachs, Visa, Citi, AIG and others. Speaking from the stage at the ⁠packed event, Amodei said Anthropic's revenue in the first quarter had grown "80x" on an annualized basis.

Nuclear Stocks CCJ, BWXT Test Buy Points On Earnings; Demand 'Heating Up'
Investor's Business Daily128d agobullish
Nuclear Stocks CCJ, BWXT Test Buy Points On Earnings; Demand 'Heating Up'

Nuclear stocks Cameco and BWX Technologies both traded near buy points on Tuesday morning after reporting better-than-expected first-quarter earnings. Cameco is the "sole vertically integrated nuclear company," from uranium mining and refining to providing the reactor core via its 49% stake in Westinghouse Electric, William Blair analyst Jed Dorsheimer wrote in an April 20 coverage initiation. BWX is the U.S. Navy's main nuclear reactor supplier though its recent growth is being fueled by its commercial business.

AEP Q1 2026 Earnings Transcript
Motley Fool128d agoneutral
AEP Q1 2026 Earnings Transcript

The pace of change is accelerating, and the opportunities ahead of us are expanding. Within this environment, American Electric Power Company, Inc. is extremely well situated to capture growth given our scale, leadership position in generation and transmission, exceptional execution capabilities, and our operational footprint in some of the fastest growing regions in the country. As customer needs evolve, scale, innovation, and intense focus on execution will define the next generation of utility growth.