In this article QSR Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 1:45 01:45 Burger King President talks how customer feedback lead to Whopper changes Mad Money with Jim Cramer Burger King President Tom Curtis said customer phone calls helped the company revamp its signature Whopper and fuel a broader turnaround at the fast-food chain. "We've been listening to our guests a lot la...
In this article QSR Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 1:45 01:45 Burger King President talks how customer feedback lead to Whopper changes Mad Money with Jim Cramer Burger King President Tom Curtis said customer phone calls helped the company revamp its signature Whopper and fuel a broader turnaround at the fast-food chain. "We've been listening to our guests a lot lately," Curtis told Jim Cramer on CNBC's " Mad Money " on Friday. "I've personally taken 1,800 calls from guests, and we got over 70,000 incoming calls." Restaurant Brands International , the parent company of Burger King and Tim Hortons, reported better-than-expected results on Wednesday, fueled by another quarter of strong international growth and a successful turnaround in U.S. stores. Burger King U.S. posted 5.8% same-store sales growth in the three months ended in March, outperforming competitors that have recently warned about weaker consumer spending . That marks a clear acceleration from 1.6% same-store sales growth in 2025. According to Curtis, customer feedback has played a central role in the company's turnaround, helping shape everything down to changes to its Whopper. "What we learned is that people love the Whopper, but sometimes they think it gets smushed," he said. "Sometimes they didn't quite like the bun that it was presented on. So we knew exactly where to go." Burger King spent more than two years evaluating possible changes to the sandwich, Curtis said, but ultimately decided to make only modest adjustments after hearing consumers wanted the core product left largely intact. Restaurant Brands International CEO Joshua Kobza also highlighted the revamped sandwich on the company's earnings call. He said the newly launched "Elevated Whopper" features "a new glazed bun, creamier mayo and clamshell packaging, which is driving positive guest feedback and the highest Whopper average unit volumes in over three years." The company's renewed focus on customer feedb...
New data from the federal government Friday indicated US employers had added more jobs than expected for a second month in a row, despite ongoing threats from inflation and the collateral damage of the Iran war. With unemployment holding at 4.3%, according to the Bureau of Labor Statistics, the figures offer Federal Reserve policymakers space to keep interest rates unchanged for the foreseeable fu...
New data from the federal government Friday indicated US employers had added more jobs than expected for a second month in a row, despite ongoing threats from inflation and the collateral damage of the Iran war. With unemployment holding at 4.3%, according to the Bureau of Labor Statistics, the figures offer Federal Reserve policymakers space to keep interest rates unchanged for the foreseeable future. Last week, Fed Chair Jerome Powell said the job market has shown “more signs of stability.” But as is often the case of late, positive vibes of US government data didn’t match the latest sullen read of consumer sentiment by the University of Michigan. The gauge fell in recent weeks to a record low on growing concerns about the impact of inflation on personal finances and buying conditions. Confidence continues to languish as Americans’ anxiety about the overall cost of living is compounded by sharply higher prices at the gas pump. The strain on household budgets poses a risk to consumer spending, a primary engine for the economy. Gasoline prices breached $4.50 a gallon on average this week for the first time since July 2022, American Automobile Association data show. They’re up more than 50% since the start of the Iran war. What You Need to Know Today Ukraine and the Kremlin confirmed a planned three-day ceasefire in the long-running Russian invasion of that country after US President Donald Trump announced it Friday on social media, saying the White House was behind the truce . Ukraine President Volodymyr Zelenskiy said “we expect the United States to ensure that the Russian side fulfills these agreements,” noting that Moscow and Kyiv had agreed to swap 1,000 prisoners of war each. The temporary ceasefire coincides with Russia’s celebrations of the end of World War II in Europe. Trump’s announcement came the same day as The Economist , adding to previous news reports that Russia has helped Tehran target the US military , reported the Kremlin offered to provide Iran w...
A federal judge is asking for more information about a proposed settlement between Elon Musk and the US Securities and Exchange Commission , after the billionaire agreed to pay $1.5 million to end a lawsuit alleging he waited too long to disclose his growing stake in Twitter . Attorneys for Musk and the SEC are set to appear before US District Judge Sparkle Sooknanan on May 13, according to the or...
A federal judge is asking for more information about a proposed settlement between Elon Musk and the US Securities and Exchange Commission , after the billionaire agreed to pay $1.5 million to end a lawsuit alleging he waited too long to disclose his growing stake in Twitter . Attorneys for Musk and the SEC are set to appear before US District Judge Sparkle Sooknanan on May 13, according to the order she issued Friday. Sooknanan will consider if “the settlement is fair, adequate, reasonable and appropriate” and “whether it was tainted by improper collusion or corruption.” It is typical for judges to review these types of agreements before approving them. The deal between Musk and the SEC was reached earlier this week. Musk didn’t admit or deny the regulator’s allegations, according to a filing on Monday. Read More: Musk Agrees to Pay $1.5 Million Over SEC Twitter Stake Case The SEC sued Musk in January 2025, days before President Donald Trump took office, saying he waited too long in 2022 to disclose that he’d accumulated more than 5% of Twitter’s stock. That delay cost Twitter shareholders more than $150 million, the regulator said at the time. Musk later bought the company in 2022 and renamed it X. The case is Securities and Exchange Commission v. Musk, 25-cv-105, US District Court, District of Columbia (Washington).
Thailand Emerges As Possible Hub In Nvidia Chip-Smuggling Channel To Alibaba New details have emerged in the alleged AI chip diversion scheme involving the co-founder of Super Micro Computer. Bloomberg reports that some of the $2.5 billion worth of servers containing advanced AI chips were allegedly routed through a Bangkok-based company before reaching Chinese AI leader Alibaba. The Bloomberg rep...
Thailand Emerges As Possible Hub In Nvidia Chip-Smuggling Channel To Alibaba New details have emerged in the alleged AI chip diversion scheme involving the co-founder of Super Micro Computer. Bloomberg reports that some of the $2.5 billion worth of servers containing advanced AI chips were allegedly routed through a Bangkok-based company before reaching Chinese AI leader Alibaba. The Bloomberg report noted: US prosecutors this year outlined a scheme in which Super Micro's co-founder allegedly worked with an unnamed Southeast Asian company and a "rotating cast" of third-party brokers to divert the AI semiconductors in violation of US trade rules. The Southeast Asian firm the prosecutors didn't name, identified only as Company-1, is Bangkok-based OBON Corp., the people said. Some of the $2.5 billion worth of servers sold to OBON allegedly went to Chinese AI leader Alibaba, according to the people, who requested anonymity to discuss a sensitive legal and geopolitical matter. It is important to note that OBON is linked to Thailand's AI infrastructure buildout and the creation of Siam AI, Thailand's sovereign cloud champion. Nvidia CEO Jensen Huang even appeared at a Siam AI event in December 2024, focused on sovereign AI. Siam AI's CEO, Ratanaphon Wongnapachant, said Siam AI was not involved and that he had left OBON when he launched Siam AI. Washington has restricted exports of advanced Nvidia AI chips to China over national security concerns, leaving Chinese firms to either rent overseas computing resources or obtain chips through smuggling channels. In mid-March, U .S. federal prosecutors charged three men: senior executive Yih-Shyan "Wally" Liaw, the co-founder; Ruei-Tsang "Steven" Chang; and Ting-Wei "Willy" Sun, with conspiring to divert $2.5 billion worth of Nvidia chips to China. " OBON's purported involvement in the smuggling arrangement could deal a blow to Thailand's fledgling AI ambitions and reignite calls in Washington for restrictions on chip sales to the...
The Trade Desk (NASDAQ:TTD), which provides a self-service, cloud-based ad-buying platform, closed Friday at $23.06, down 1.83%. The stock is sliding after a mixed Q1 2026 report and a wave of analyst downgrades. Investors are watching margin trends and revenue guidance. Trading
The Trade Desk (NASDAQ:TTD), which provides a self-service, cloud-based ad-buying platform, closed Friday at $23.06, down 1.83%. The stock is sliding after a mixed Q1 2026 report and a wave of analyst downgrades. Investors are watching margin trends and revenue guidance. Trading
Justin Paget/DigitalVision via Getty Images Enphase Energy, Inc. ( ENPH ) was once one of my favored growth stories. But my thesis has previously broken down as the company faced significant headwinds from higher interest rates and unfavorable tax changes to the residential solar market. Investors may be looking at the beaten-down stock and hoping for a violent re-rating higher on a potential reco...
Justin Paget/DigitalVision via Getty Images Enphase Energy, Inc. ( ENPH ) was once one of my favored growth stories. But my thesis has previously broken down as the company faced significant headwinds from higher interest rates and unfavorable tax changes to the residential solar market. Investors may be looking at the beaten-down stock and hoping for a violent re-rating higher on a potential recovery. I analyze the math and come to a sobering conclusion that it may be difficult to return to former highs. I reiterate my "N eutral" rating for the stock. ENPH Stock Price I last covered ENPH in March , where I explained why I was downgrading the stock to a "N eutral" rating due to the jump in the share price. The stock has fallen double digits since. Data by YCharts I have been warming up to the potential margin expansion opportunities due to AI for cheap stocks like ENPH, and readers might be wondering if this latest selloff is a timely buying opportunity. ENPH Stock Key Metrics ENPH is a solar company known for its microinverter products. These once were viewed as highly innovative and disruptive, as they were able to offer superior reliability relative to traditional products based on string inverters. For some history, ENPH and SolarEdge ( SEDG ) had been viewed by many to be operating in a duopoly, with ENPH commanding stronger pricing power than the latter due to the latter employing those string inverters. But it looks like that dynamic has changed, with the disruptors becoming the disrupted, as Tesla ( TSLA ) entered the market in a big way during the pandemic with, ironically, a string-inverter-based product. It appears that, as seen in many other industries, scale and price can often overcome apparent technological superiority. 2026 Q1 Presentation This has resulted in heightened volatility amidst an already cyclical macro environment. In the most recent quarter, ENPH generated $282.9 million in revenue, coming in at the low end of guidance of between $270 mi...
If critics still doubt Hong Kong’s economy is ready to roar back, the latest numbers should offer some assurance. The city posted its fastest quarterly economic growth in nearly five years, hitting 5.9 per cent and outpacing the last quarter of 2025 at 4 per cent. Given the external headwinds from conflict in the Middle East to trade friction between the two superpowers and a shaky world economic ...
If critics still doubt Hong Kong’s economy is ready to roar back, the latest numbers should offer some assurance. The city posted its fastest quarterly economic growth in nearly five years, hitting 5.9 per cent and outpacing the last quarter of 2025 at 4 per cent. Given the external headwinds from conflict in the Middle East to trade friction between the two superpowers and a shaky world economic outlook, the strong performance is rather impressive. However, the question remains whether the city...
Earnings Call Insights: Concentra Group Holdings Parent, Inc. (CON) Q1 2026 Management view CEO William Newton said the company had “a strong start to the year,” reporting “Total company revenue was $569.6 million in Q1 2026” and noting “Total patient visits increased 6.7% to an average of more than 54,000 visits per day.” Newton tied workers’ compensation strength to operational and commercial ex...
Earnings Call Insights: Concentra Group Holdings Parent, Inc. (CON) Q1 2026 Management view CEO William Newton said the company had “a strong start to the year,” reporting “Total company revenue was $569.6 million in Q1 2026” and noting “Total patient visits increased 6.7% to an average of more than 54,000 visits per day.” Newton tied workers’ compensation strength to operational and commercial execution, saying it reflected “continued improvement of our patient satisfaction,” “implementation of new technologies to help strengthen the account management and retention,” and “enhanced prospecting efforts for new employer customers.” Newton flagged workers’ comp pricing as a potential tailwind, stating, “The California workers' compensation rate increase took effect on March 1, so we anticipate upside to the workers' compensation rate growth over the remainder of the year.” He also said recent acquisitions were tracking ahead of initial expectations: “Integration is complete, performance is strong,” and Concentra is “ahead of our original estimate of transaction multiple” for both Nova and Pivot. Newton announced a leadership transition timeline for the medical organization: “Dr. John Anderson, our Chief Medical Officer since 2014... has announced his well-deserved retirement at the end of the year,” adding, “We are fortunate to have a strong pipeline of both internal and external candidates and will be conducting a thorough evaluation process with the expectation of filling the role in the coming months.” CFO Matthew DiCanio underscored business mix dynamics, saying, “Our Workers' Compensation segment generates significantly higher revenue per visit and contribution margin than our employer services offering,” and emphasizing that “workers' compensation is the primary engine of our business, accounting for approximately 2/3 of our total center revenue.” Outlook DiCanio raised full-year 2026 guidance “given the strong start to the year,” stating the company is “increas...
There is a difference between a stock that pays a dividend and a stock built around the discipline of consistently paying one. The three companies below have structured their entire capital return philosophies around their commitments to grow those dividend checks year after year, through recessions, trade wars, management transitions, and every variety of market chaos. That consistency is the out...
There is a difference between a stock that pays a dividend and a stock built around the discipline of consistently paying one. The three companies below have structured their entire capital return philosophies around their commitments to grow those dividend checks year after year, through recessions, trade wars, management transitions, and every variety of market chaos. That consistency is the output of durable competitive positions that have earned the right to be viewed as long-term holdings. Target (NYSE: TGT) has paid a dividend every single quarter since it went public in October 1967. This is a streak of 235 consecutive payments. It has raised its payouts for 54 straight years, a record that earns it entry into the exclusive club of Dividend Kings -- companies that have increased their annual payouts for at least 50 consecutive years. The retail giant's stock is down roughly 45% from its 2021 peak and now trades near $129, a level not seen since 2018. Its dividend yield, as a result, has expanded to roughly 3.5%, one of Target's better income entry points in years. The next ex-dividend date is May 13, meaning investors who act this week will receive the June 1 payment. Continue reading
Rackspace’s memorandum of understanding with AMD outlines a governed AI cloud solution for regulated customers, and the company’s next challenge is converting this into customer workloads and recurring managed-cloud revenue.
Rackspace’s memorandum of understanding with AMD outlines a governed AI cloud solution for regulated customers, and the company’s next challenge is converting this into customer workloads and recurring managed-cloud revenue.
Rackspace Technology (NASDAQ:RXT), a provider of end-to-end multi-cloud technology services, closed at $5.49, up 55.97%. Shares surged after the company announced an AI cloud infrastructure partnership with AMD focused on governed enterprise AI for regulated customers, and invest
Rackspace Technology (NASDAQ:RXT), a provider of end-to-end multi-cloud technology services, closed at $5.49, up 55.97%. Shares surged after the company announced an AI cloud infrastructure partnership with AMD focused on governed enterprise AI for regulated customers, and invest
CoreWeave (NASDAQ: CRWV) stock took a hit on Friday following the company's latest earnings report. The artificial intelligence ( AI ) data-center specialist's share price fell 11.4% in the daily session. CoreWeave published its first-quarter results after yesterday's market close, posting mixed results. While the company posted sales that came in ahead of expectations, the business posted a wider...
CoreWeave (NASDAQ: CRWV) stock took a hit on Friday following the company's latest earnings report. The artificial intelligence ( AI ) data-center specialist's share price fell 11.4% in the daily session. CoreWeave published its first-quarter results after yesterday's market close, posting mixed results. While the company posted sales that came in ahead of expectations, the business posted a wider-than-expected loss. Investors also weren't happy with management's forward guidance. Image source: Getty Images. Continue reading