Eikon Therapeutics, Inc. press release ( EIKN ): Net loss attributable to common stockholders was $83.0 million for the first quarter of 2026, as compared to $74.5 million for the prior-year period. Cash Position: As of March 31, 2026, Eikon had cash, cash equivalents, and marketable securities of $596.0 million. Eikon expects its current cash, cash equivalents, and marketable securities, to fund operations into the second half of 2027. More on Eikon Therapeutics, Inc. Largest IPOs of the last 90 days register mixed debut Historical earnings data for Eikon Therapeutics, Inc. Financial information for Eikon Therapeutics, Inc.

At Holdings Channel, we have reviewed the latest batch of the 56 most recent 13F filings for the 03/31/2026 reporting period, and noticed that Salesforce Inc (Symbol: CRM) was held by 24 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good i

Key PointsCatawba River Capital sold 199,018 shares of Cadre Holdings in the first quarter; the estimated trade value was $7.95 million based on quarterly average prices.

The S&P 500 and the Nasdaq Composite hit fresh highs on Monday as traders continued to track develop

Moby summary of Heron Therapeutics, Inc.'s Q1 2026 earnings call

财联社5月12日讯（编辑 牛占林） 美东时间周一，受人工智能热潮持续推动，美股三大指数均小幅收涨，其中标普500指数、纳指续创新高。 尽管一季度财报季进入尾声，此前由业绩驱动的上涨动能有所放缓，同时美伊和平谈判陷入僵局导致油价上涨、市场对通胀的担忧升温，但AI概念股的强势表现依然支撑了大盘。 其中，半导体板块明显跑赢其他行业，AI相关交易热度持续高涨，存储、光通信概念股表现尤为强劲，延续了上周的逼空行情。 投资机构Baird的投资策略分析师Ross Mayfield表示：“半导体和AI基础设施相关交易已经形成了完全独立的行情。大量资金都在追逐这些股票，市场情绪非常强烈，甚至在某种程度上已经脱离了具体新闻或公告本身。” 目前，标普500指数成分股中已有440家公司公布业绩，其中83%的企业盈利超出市场预期。根据LSEG数据，截至目前，分析师预计标普500企业第一季度整体盈利同比增长28.6%，远高于4月1日时预测的14.4%，几乎实现翻倍。 美国银行财富管理公司首席股票策略师Terry Sandven表示：“本轮市场上涨很大程度上是由盈利增长推动的，而当前企业盈利表现确实非常强劲。” 他补充称，市场接下来将关注下周大型零售商发布的财报，以判断在汽油价格持续高企的背景下，美国消费者支出行为是否已经出现变化。 而随着财报季逐渐结束，投资者的关注重点正重新转向宏观经济与地缘政治风险。 美国总统特朗普驳回了伊朗方面对美国和平提议的回应，引发国际油价上涨，也加剧了市场对长期冲突可能持续推高通胀的担忧。尤其是在汽油价格方面，美国消费者已经明显感受到压力。 特朗普周一表示，伊朗对美国所提方案的回应“愚蠢”，目前与伊朗的停火协议正处于“岌岌可危”的状态。 在此背景下，投资者本周将重点关注多项经济数据，尤其是美国劳工部即将公布的消费者价格指数(CPI)以及商务部的零售销售数据，以观察能源价格飙升是否正在向更广泛的通胀领域蔓延，并开始影响消费者支出。 市场动态 截至收盘，道指涨95.31点，涨幅为0.19%，报49704.47点；纳指涨27.05点，涨幅为0.10%，报26274.13点；标普500指数涨13.91点，涨幅为0.19%，报7412.84点。 标普500指数的11个板块涨跌各异，能源板块收涨2.63%，原材料、工业、信息技术/科技板块至少涨1%，电信板块则收跌2.33%。 ...

Enviri Corp press release ( NVRI ): Q1 Non-GAAP EPS of $0.10 beats by $0.39 . Revenue of $550M beats by $3.75M . The Company's GAAP consolidated loss from continuing operations was $8 million for the first quarter of 2026, compared with a GAAP consolidated loss of $7 million in the same quarter of 2025. Meanwhile, Adjusted EBITDA totaled $65 million in the first quarter of 2026 versus $71 million in the first quarter of the prior year. More on Enviri Corp Enviri Corporation (NVRI) Shareholder/Analyst Call Prepared Remarks Transcript Enviri: A 'Strong Buy' As Shares Remain Deeply Discounted Enviri Corporation (NVRI) Q4 2025 Earnings Call Transcript Enviri Corp Q1 2026 Earnings Preview Enviri outlines $140M pro forma EBITDA target for New Enviri in 2026 as spin-off advances

Moby summary of Bicara Therapeutics Inc. Common Stock's Q1 2026 earnings call

Neptune Insurance ( NP ) announced a public offering of 8.36M Class A common shares by certain selling shareholders. Selling shareholders also plan to grant underwriters a 30-day option to purchase up to an additional 1.25M shares. The company intends to concurrently repurchase 835,561 Class A shares from the underwriters at the same per-share price paid to selling shareholders. Repurchased shares will be retired and removed from outstanding share count following completion of the offering. More on Neptune Insurance Holdings Inc. Neptune Insurance Holdings Inc. (NP) Q1 2026 Earnings Call Transcript Neptune Insurance Holdings Inc. 2026 Q1 - Results - Earnings Call Presentation Neptune Insurance: Riding Flood Insurance Regulatory Tailwinds Neptune outlines $195M 2026 revenue target and authorizes $100M buyback as Atlas+ beta expands Historical earnings data for Neptune Insurance Holdings Inc.

Novanta press release ( NOVT ): Q1 Non-GAAP EPS of $0.81 beats by $0.03 . Revenue of $257.7M (+10.4% Y/Y) beats by $4.3M . First Quarter 2026 GAAP Net Income was $21 million, and Adjusted EBITDA increased 14% to $57 million First Quarter 2026 GAAP Diluted EPS was $0.51, and Adjusted Diluted EPS increased 9% to $0.81 More on Novanta Novanta Inc. (NOVT) Q4 2025 Earnings Call Transcript Novanta outlines $1.5B acquisition capacity and targets 4%-6% organic growth for 2026 amid record bookings and robust product launches Novanta beats top-line and bottom-line estimates; introduces Q1 and FY26 outlook Seeking Alpha’s Quant Rating on Novanta Historical earnings data for Novanta

Investors are breathing a sigh of relief on news that the Clarity Act won't completely ban stablecoin rewards.

Key PointsThe Clarity Act is a key piece of crypto reform that could have a drastic impact on Circle Internet Group.

Stellus Capital Investment press release ( SCM ): Q1 core net investment income per share of $0.27. Total investment income of $23,292,934 vs $24,951,658 a year ago. More on Stellus Capital Investment Stellus Capital Investment Corporation (SCM) Q4 2025 Earnings Call Transcript Stellus Capital: Discounted For A Reason Stellus Capital Investment declares $0.1133 monthly dividend Stellus Capital outlines $20M share buyback and signals dividend stability amid Ridgepost Capital transaction Seeking Alpha’s Quant Rating on Stellus Capital Investment

格隆汇5月12日｜据英国独立电视台（ITV）：英国副首相拉米正在敦促英国首相斯塔默制定辞职时间表。

(RTTNews) - Simon Property Group Inc (SPG) released earnings for its first quarter that Increased, from the same period last year

Earnings Snapshot (Seeking Alpha) More on Hims & Hers Health Hims Earnings: Stability Could Trigger A Squeeze Hims & Hers, Novo Nordisk: FDA GLP-1 Compounding Ruling May Actually Favor Hims FDA Peptide Review, A Big Moment For Hims & Hers (Rating Upgrade) Hims & Hers Health Q1 2026 Earnings Preview Most and least shorted mid-to mega-cap healthcare stocks in May

Key PointsCMO Peng Lu sold 14,166 common shares sold for a transaction value of ~$427,000 on May 1, 2026, at a weighted average price around $30.17 per share.

格隆汇5月12日｜OpenAI：推出面向网络防御人员的前沿人工智能Daybreak。Daybreak整合了OpenAI最强大的模型、Codex以及我们的安全合作伙伴，以加速网络防御并持续保障软件安全。

Moby summary of Carlyle Secured Lending, Inc.'s Q1 2026 earnings call

The Federal Communications Commission is relenting a bit on its restrictive router rules, saying it will allow foreign-made routers to receive software and firmware updates until at least January 1, 2029. The FCC also expanded the waiver to cover more types of software updates. Previously, the FCC said routers currently on the market or already sold to consumers could receive security patches and other updates only until March 1, 2027. On Friday, the agency announced a waiver extension that lets devices receive updates until January 1, 2029, and said the waiver may eventually become permanent. The software-update cutoff date is part of a sweeping set of rules the FCC announced in March. Claiming that restrictions are needed for national security reasons, the FCC imposed a ban on new hardware and related limits on software updates for routers that were authorized for sale before the ban was implemented. Read full article Comments

SciTec, a subsidiary of Firefly Aerospace ( FLY ), said on Monday it had been awarded a contract by the Air Force Research Laboratory to support development of an advanced algorithm research and verification architecture. The company said the work would focus on sensor system research and development across the electromagnetic spectrum to support future global persistent awareness capabilities. SciTec said it would implement deep learning and other advanced algorithms on small size, weight and power processors to improve target detection, tracking and custody capabilities. The company said its detection, tracking and fusion algorithms have been used in missile warning, missile defense and integrated air and missile defense missions for more than 45 years. Source: Press Release More on Firefly Aerospace Inc. Firefly Aerospace: I Would Hold, Not Chase Firefly Shares Prepare For Takeoff With Higher Volume Spacecraft Production Firefly Aerospace is called a Moon landing winner by B. Riley Securities Firefly forecasts $420M-$450M 2026 revenue as NASA lunar cadence accelerates and Golden Dome work ramps

Moby summary of Lincoln Educational Services Corporation's Q1 2026 earnings call

tiero/iStock via Getty Images IREN Limited's ( IREN ) Q3 FY26 numbers seemed disappointing at first glance, but I think the market was paying attention to the wrong figure. The missed revenue target and reduced Bitcoin mining contribution are secondary to the fact that IREN is quickly becoming one of the most strategically critical AI infrastructures away from the hyperscaler companies. The Nvidia ( NVDA ) deal has shifted my perspective on the company entirely. This isn’t about the stock’s AI optionality anymore, which has been piggybacking on top of a Bitcoin miner. Instead, it has become a race to secure energy, install GPUs, and bring online compute as fast as possible. The Real Moat Isn't GPUs - It's Time To Compute IREN might be shifting from an AI software stock into a power infrastructure company that provides the power to make the chips work at scale. Most analysts are fixated on GPU numbers, revenues, or contracted ARR, yet the real bottleneck when it comes to AI infrastructure has become the availability of power, the construction of substations, data halls, and powering compute to meet hyperscaler demand. This is what makes IREN interesting. With the recent Nostrum acquisition in Spain, IREN now commands 5 GW of power availability in Texas, British Columbia, Oklahoma, and Europe. Traditionally, this would have been considered speculative optionality. Not anymore. The growth in demand for AI will compound exponentially, while physical infrastructure will grow linearly. GPUs can be financed or replaced in the future, but it takes years to create grid access and power infrastructure capabilities. Earnings Presentation Q3 The timely delivery of the Sweetwater substation may very well prove to be the single most important development in the company's history. It not only proved the power availability but also IREN's capability to finance and coordinate labor resources, cooling solutions, networking infrastructure, and customer deployments simultaneously in a ...

World No 3 through to last eight after 6-2, 6-1 win Sinner trounces Popyrin to set up Pellegrino meeting Iga Swiatek produced a statement victory in a battle between two of the game’s best, mercilessly dismantling Naomi Osaka 6-2, 6-1 to return to the quarter-finals of the Italian Open. This was the type of confidence-building performance Swiatek, the fourth seed, has been seeking for some time. After a tense opening four games, the four-time French Open champion put together a near flawless match, winning 10 of the last 11 games. Swiatek found a sweet balance between stifling Osaka with her heavy topspin and offensive weaponry while also drawing errors from her adversary with her tireless consistency. Continue reading...

Kinwun/iStock via Getty Images Archer Aviation ( ACHR ) generated $1.6M in revenue in the first quarter, an increase of $1.3M from the same quarter last year while ending the quarter with $1.8B in liquidity. The company also said it took over operations of Hawthorne Airport in Los Angeles County, a "key step in its plan to develop the site into the airport of the future." “This was another banner quarter for Archer. We made tremendous progress towards beginning operations in the U.S. later this year, with record FAA certification progress and our most expansive flight testing to date,” Archer Aviation CEO Adam Goldstein said in a statement. The move higher in the stock was blunted, however, by a wider loss from a year ago as operating expenses increased 78% amid increased investments in flight testing, certification efforts, and production activities for its Midnight aircraft and investment in the design and development of its hybrid aircraft. A net loss of $217.7M translated to a loss of $0.28 per share, 3 cents better than anticipated. Looking ahead to the current quarter, Archer ( ACHR ) expects adjusted EBITDA to be a loss of $170M to a loss of $200M. This compares itself with a loss of $172.5M in Q1 and a loss of $118.7M in the same quarter last year. “Our defense and AI software efforts are advancing quickly, and they’re opening up an even bigger future for us. We’re investing and building accordingly,” Goldstein added. More on Archer Aviation Archer Aviation: Time To Load Up Archer Aviation: Buying The Dip Despite Manufacturing Challenges Archer Aviation: Too Cheap To Ignore As Flights Are On Track Archer Aviation Q1 preview: focus on FAA progress, production China issues guidelines for fair pay, labor protections for gig workers

According to its SEC filing dated May 07, 2026, Commonwealth Financial Services, LLC increased its position in First Trust Smith Opportunistic Fixed Income ETF (NASDAQ:FIXD) by 58,871 shares. The quarter-end value of the fund’s FIXD stake rose by $2.04 million, a figure that incorporates both trade activity and changes in market price. The recent acquisition of FIXD represents 5.41% of Commonwealth Financial Services, LLC’s 13F reportable assets under management. Top holdings after the filing: Continue reading

Micron Technology stock (US5951121038): Hits $800 milestone on Samsung strike fears AD HOC NEWS

Getty Images Holdings press release ( GETY ): Q1 GAAP EPS of -$0.02 misses by $0.04 . Revenue of $226.57M (+1.1% Y/Y) misses by $12.24M . Financial Outlook for Full Year 2026 The following table summarizes Getty Images’ fiscal year 2026 guidance, including a normalized revenue outlook that excludes the impact of the $40 million of accelerated revenue recognized in Q4 2025 from two multi-year licensing agreements. This guidance remains unchanged from guidance communicated earlier this year. 2026 Guidance Normalized Revenue Growth Revenue $948 million to $988 million vs consensus of $965.54M Revenue YoY -3.4% to 0.6% 0.7% to 4.9% Revenue YoY, Currency Neutral -4.5% to -0.5% -0.5% to 3.7% Adjusted EBITDA $279 million to $295 million Adjusted EBITDA YoY -12.9% to -8.1% -2.4% to 2.9% Adjusted EBITDA YoY, Currency Neutral -13.9% to -9.1% -3.6% to 1.7% Click to enlarge Shares -3.64% . AH. More on Getty Images Holdings Getty Images Holdings, Inc. (GETY) Q4 2025 Earnings Call Transcript UK wants Shutterstock to sell editorial side in Getty deal Getty Images receives NYSE notice on minimum share price compliance Seeking Alpha’s Quant Rating on Getty Images Holdings Historical earnings data for Getty Images Holdings

JaysonPhotography/iStock via Getty Images Wall Street’s major market averages closed modestly higher on Monday, even as there seemed to be no end in sight to the U.S.-Iran conflict as resolution talks fizzled. The blue chip Dow ( DJI ) was up 0.2%, the benchmark S&P 500 ( SP500 ) was +0.2%, and the tech focused Nasdaq Composite ( COMP:IND ) ticked up +0.1%. Now, here are three things for investors to watch on Tuesday: Fresh inflation comes out as the Bureau of Labor Statistics releases April's Consumer Price Index. Overall, the core CPI is expected to tick up month-over-month as rent data fills in after the government shutdown and airfares strengthen due to higher jet fuel prices. Similar to March, the headline number will reflect elevated energy prices driven by the Iran war, which has closed the Strait of Hormuz since Feb. 28. Fedspeak is due out after CPI, with Chicago Federal Reserve Bank President Austan Goolsbee set to participate in a moderated question-and-answer session before the Greater Rockford Chamber of Commerce. JD.com ( JD ) is slated to post first-quarter earnings before market open. Wall Street expects the Chinese e-commerce company to post EPS of $0.53, implying a 54.3% Y/Y decline, while its revenue is expected to rise 9.7% Y/Y to $45.54B for the quarter. More on the Markets Record U.S. Stocks: Disconnect Or Not? SPY: In Chips, We Trust Dow Jones, Nasdaq And S&P 500 Intraday Levels - Tech Does Not Wait On CPI And Geopolitics SA analyst warns markets are gradually pricing inflation regime shift Wall Street ends slightly higher as U.S.-Iran resolution talks fizzle