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Meta taps Morgan Stanley, JPMorgan for El Paso data center deal, Bloomberg News reports
Reuters129d agoneutral
Meta taps Morgan Stanley, JPMorgan for El Paso data center deal, Bloomberg News reports

Meta Platforms ‌is ‌working on a ​roughly $13 billion financing package for ‌a ⁠data center in El ⁠Paso, Texas, ​led ​by ​Morgan Stanley ‌and JPMorgan Chase, Bloomberg News reported on Monday, ‌citing ​people ​familiar ​with ‌the matter. Reuters could ​not ​immediately verify the ​report. (Reporting ‌by Mihika ​Sharma in ​Bengaluru)

Palantir (PLTR) Q1 2026 Earnings Transcript
Motley Fool129d agoneutral
Palantir (PLTR) Q1 2026 Earnings Transcript

Joining me on today's call are Alexander C. Karp, chief executive officer; Shyam Sankar, chief technology officer; David A. Glazer, chief financial officer; and Ryan Taylor, chief revenue officer and chief legal. Ryan Taylor: The last three months have been some of the most exciting in the history of Palantir Technologies Inc. as we have watched the whole world begin to see the incredible promise of operational AI as well as the risks and perils of being beholden to models alone.

Palantir Technologies Q1 Earnings Call Highlights
MarketBeat129d agoneutral
Palantir Technologies Q1 Earnings Call Highlights

Palantir Technologies (NASDAQ:PLTR) reported first-quarter 2026 results that executives said reflected accelerating demand for the company’s Artificial Intelligence Platform (AIP), highlighting record growth rates, expanding profitability metrics, and raised full-year guidance. Q1 growth accelerate

onsemi Q1 Earnings Call Highlights
MarketBeat129d agoneutral
onsemi Q1 Earnings Call Highlights

onsemi (NASDAQ:ON) executives struck an optimistic tone on the company’s first quarter 2026 earnings call, pointing to improving demand signals, accelerating AI data center growth, and continued gross margin expansion as evidence the company has moved past the low point of the current cycle. Presid

Firefly Aerospace Q1 Earnings Call Highlights
MarketBeat129d agoneutral
Firefly Aerospace Q1 Earnings Call Highlights

Firefly Aerospace (NASDAQ:FLY) reported record first-quarter 2026 revenue as management pointed to accelerating demand across lunar missions, national security software, and launch services. The company posted first-quarter revenue of $80.9 million for the period ended March 31, up from $57.7 millio

Duolingo Q1 Earnings Call Highlights
MarketBeat129d agoneutral
Duolingo Q1 Earnings Call Highlights

Duolingo (NASDAQ:DUOL) executives used the company’s first-quarter 2026 earnings call to highlight product execution focused on improving instruction—particularly speaking practice—while reiterating full-year financial targets that reflect what CFO Gillian Munson described as a “key strategic invest

AMD and Pfizer earnings, job openings, Fedspeak: What to Watch
Yahoo Finance Video129d agoneutralVIDEO
AMD and Pfizer earnings, job openings, Fedspeak: What to Watch

Asking for a Trend Host Josh Lipton previews several of the biggest stories to come tomorrow, Tuesday, May 5, including earnings results from Advanced Micro Devices (AMD), Pfizer (PFE), and Anheuser-Busch Inbev (BUD); fresh labor data in the form of the latest Job Openings and Labor Turnover Survey (JOLTS) report; and commentary from Federal Reserve Vice Chair for Supervision Michelle Bowman and Governor Michael Barr.

UFP Tech (UFPT) Q2 2025 Earnings Transcript
Motley Fool129d agoneutral
UFP Tech (UFPT) Q2 2025 Earnings Transcript

R. Jeffrey Bailly: Thank you, Ron, and thank you to everyone joining the call. UFP had a strong second quarter. Revenue from our two largest customers, Intuitive Surgical and Stryker, grew 10% and 567%, respectively.

Fabrinet (FN) Q3 2026 Earnings Transcript
Motley Fool129d agoneutral
Fabrinet (FN) Q3 2026 Earnings Transcript

Please refer to the Investors section of our website for important information including our earnings press release and investor presentation, which include our GAAP to non-GAAP reconciliation as well as additional details of our revenue breakdown. In addition, today's discussion will contain forward-looking statements about the future financial performance of the company.

ON (ON) Q1 2026 Earnings Call Transcript
Motley Fool129d agoneutral
ON (ON) Q1 2026 Earnings Call Transcript

Parag Agarwal: Good afternoon, and thank you for joining ON Semiconductor Corporation’s first quarter results conference call. Important factors that can affect our business, including factors that could cause actual results to differ materially from our forward-looking statements, are described in our most recent Form 10-K, Form 10-Q, and other filings with the Securities and Exchange Commission and in our earnings release for the first quarter.

S&P 500 falls from record high on Middle East worries
Reuters Videos129d agobearishVIDEO
S&P 500 falls from record high on Middle East worries

<body><p>STORY: U.S. stocks ended lower after a South Korean ship was hit by an explosion in the Strait of Hormuz.</p><p>The Dow fell more than one percent, the S&P 500 dropped four tenths of one percent after hitting a record high Friday and the Nasdaq slid about two tenths. It also climbed to a new high Friday.</p><p>Energy stocks rose after reports of the latest confrontations which appeared likely to persuade commercial shippers the strait was still unsafe after U.S. President Donald Trump said the U.S. Navy would open it.</p><p>Also, the United Arab Emirates reported a fire at an oil installation following an Iranian drone attack.</p><p>Meanwhile, in the U.S., earnings continue to far outpace predictions. S&P 500 companies are expected to post aggregate earnings growth of 28% year-over-year for the first quarter, double the expectation of 14% at the start of April, according to LSEG.</p><p>Brad Bernstein, managing director at UBS Private Wealth Management remains optimistic about stocks.</p><p>"I think markets look great going into the rest of the year. As long as this war with Iran ends, because we have incredible earnings."</p><p>(FLASH)</p><p>"Revenue growth is the best it's been in five years.&nbsp;Consumer spending, if you look at bank earnings, continues to be better than expected.&nbsp;And when you look at the underpinnings of the economy, such as manufacturing growth, we're seeing a lot of new order spend and increase&nbsp;in the underlying economy of manufacturing, which is very bullish."</p><p>:: Ebay</p><p>Individual stocks on the move Monday included GameStop which fell 10% after the video game retailer offered to buy much larger eBay for about $56 billion in a cash-and-stock deal. Shares of Ebay advanced 5%.</p><p>:: Amazon</p><p>Amazon shares gained after the e-commerce giant said it was rolling out "Amazon Supply Chain Services," opening up its logistics network for other businesses to use.</p><p>That hurt shares of UPS which plunged 10.5%, and FedEx which fell 9%.</p></body>

Adeia (ADEA) Q1 2026 Earnings Transcript
Motley Fool129d agoneutral
Adeia (ADEA) Q1 2026 Earnings Transcript

Paul will share general observations regarding the quarter, then Keith will provide 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 are 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.

Met Gala 2026: Lauren Sánchez Bezos, Nicole Kidman and Anna Wintour on the Red Carpet
The Wall Street Journal129d agoneutral
Met Gala 2026: Lauren Sánchez Bezos, Nicole Kidman and Anna Wintour on the Red Carpet

The biggest names in fashion and entertainment hit the green-and-white carpet at the Metropolitan Museum of Art Monday night to celebrate the museum’s annual Met Gala in New York City. The glitzy benefit is a fundraiser for the museum’s Costume Institute and accompanying fashion exhibit. Marquee sponsors of this year’s Met Gala and museum exhibit are Amazon founder and billionaire Jeff Bezos and his wife Lauren Sánchez Bezos.

Evolus Q1 Earnings Call Highlights
MarketBeat129d agoneutral
Evolus Q1 Earnings Call Highlights

Evolus (NASDAQ:EOLS) reported first-quarter results that management said reflected a stronger operating model following cost structure changes implemented last year, while reiterating its full-year 2026 outlook for double-digit revenue growth and adjusted EBITDA profitability. First-quarter results

Ichor Q1 Earnings Call Highlights
MarketBeat129d agoneutral
Ichor Q1 Earnings Call Highlights

Ichor (NASDAQ:ICHR) reported first-quarter 2026 results that landed at the upper end of management’s expectations, driven by a sharp sequential increase in demand and what executives described as improving operating leverage early in a multi-year growth cycle. First-quarter results show sequential

Vertex (VRTX) Q1 2026 Earnings Call Transcript
Motley Fool129d agoneutral
Vertex (VRTX) Q1 2026 Earnings Call Transcript

Vertex Pharmaceuticals Incorporated is off to a terrific start in 2026, which we see as a year defined by execution. Q1 revenue growth was strong across the portfolio as we reach more patients with more products and delivered total product revenue of $2.99 billion, reflecting 8% growth year over year. Another highlight in Q1 was that products from the new disease areas, namely KASJEVY and GERNAVICS, drove approximately 25% of total product revenue growth.

Adeia Q1 Earnings Call Highlights
MarketBeat129d agoneutral
Adeia Q1 Earnings Call Highlights

Adeia (NASDAQ:ADEA) reported first-quarter 2026 results driven by new license agreements and continued expansion beyond its legacy pay TV business, while also disclosing that President and CEO Paul Davis plans to step down later this year. Quarterly results and deal activity Davis said the company

Pinterest PINS Q1 2026 Earnings Call Transcript
Motley Fool129d agoneutral
Pinterest PINS Q1 2026 Earnings Call Transcript

William J. Ready: We entered 2026 focused on delivering the next phase of growth at Pinterest, Inc., and our stronger than expected first quarter results reflect our early progress. Pinterest, Inc. is a destination where our 631 million monthly active users, all of whom are logged in, come to discover what they want and go do it in the real world. By understanding not just what a user is searching for today, but who they are and how their interests are evolving, we have made Pinterest, Inc. a highly personalized AI-powered shopping assistant.

Auto & Transport Roundup: Market Talk
The Wall Street Journal129d agoneutral
Auto & Transport Roundup: Market Talk

Find insight on North American freight transportation companies, European automakers and more in the latest Market Talks covering Auto and Transport.