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Earnings Call Insights: Texas Pacific Land Corporation (TPL) Q1 2026 Management View “TPL's first quarter 2026 marked a strong start to the year as TPL generated record quarterly total revenue, net income and free cash flow,” said Tyler Glover (President, CEO & Trustee), while noting that “oil and gas royalty production averaged approximately 37,100 barrels of oil equivalent per day, roughly flat sequentially, and up roughly 19% year-over-year.” Glover tied near-term upside to commodity exposure, saying “with crude oil prices spiking dramatically over the last few months, TPL is poised to benefit directly through our oil and gas royalties,” and emphasized positioning, adding, “with our unhedged commodity position, we are fully capturing the direct upside from elevated oil prices.” On “power generation and data centers,” Glover said, “during the quarter, we entered into an agreement to sell a small section of land for $43 million, which is structured into annual payments over a 20-year period,” and added, “we have entered into a separate commercial agreement to supply water for this same development,” while cautioning that “we are currently limited in providing additional details.” On produced water desalination progress, Glover said, “our Phase 2b 10,000 barrel per day facility is nearly complete,” adding, “we expect to begin flowing inlet water barrels in the coming weeks,” and framed the objective as evaluating “whether produced water desalination can work economically at scale.” Chris Steddum (Chief Financial Officer) reported, “consolidated revenues during the first quarter of 2026 were approximately $237 million,” adding that “consolidated adjusted EBITDA was $181 million” and “free cash flow was $136 million.” Outlook Management did not provide formal revenue, EPS, or full-year guidance figures in this transcript; Glover instead described scenario-driven expectations, saying, “oil prices could very well remain elevated for quite some time,” and “if so, we woul...

Earnings Call Insights: TerrAscend (TSND:CA) Q1 2026 Management view Jason Wild (Executive Chairman) framed U.S. medical cannabis rescheduling as a profitability and capital-markets catalyst, saying, "The most immediate impact will be the elimination of the 280E tax burden on medical cannabis, which will materially improve profitability, further strengthen our balance sheet and lower our cost of capital over time." He also tied the change to potential market structure shifts, adding that rescheduling "provid[es] public multistate operators such as TerrAscend with an opportunity to uplist onto a U.S. exchange such as the NASDAQ or the NYSE" and cited "the potential for retroactive tax relief" as "meaningful upside opportunity." Wild also flagged upcoming U.S. hemp regulation as a competitive reset, calling the "approximately $20 billion to $30 billion psychoactive hemp market" the industry’s "largest competitor" and saying, "We are confident in our ability to produce best-in-class experiences across our branded and CPG portfolios and eagerly look forward to capturing the psychoactive hemp consumer as they turn back to the regulated market." Ziad Ghanem (President & CEO) emphasized retail strength and brand momentum in New Jersey, saying, "All 3 Apothecarium locations ranked within the top 25 and gained market share quarter-over-quarter" and that the company is maintaining leadership positions in vape and edibles. He also highlighted Pennsylvania capacity additions ahead of potential adult-use, saying, "We reactivated 6 additional cultivation rooms late last year with our first harvest completed in April. We expect product to be available for sale this quarter," and stressed this leverages existing infrastructure "without incremental CapEx." Alisa Campbell (SVP of Corporate Finance & Accounting) detailed cost discipline and cash generation, reporting, "G&A expenses for the first quarter were $21.5 million or 32.8% of revenue" and "Free cash flow for the first quarter ...

Earnings Call Insights: NetScout Systems (NTCT) Q4 fiscal 2026 Management view “NetScout delivered strong fiscal year 2026 top and bottom line results, driven by growth across both our Cybersecurity and Service Assurance offerings,” said Anil Singhal (Co-Founder, Chairman, President & CEO). “We also strengthened our innovation engine through the introduction of differentiated capability across the portfolio, including AI-ready smart data, expanded observability, enhanced edge visibility and adaptive threat protection.” “For the fourth quarter, total revenue was approximately $203 million compared with $205 million for the same period last fiscal year, which was in line with our expectations given the shift in customer order timing to the prior quarter as we discussed on our Q3 earnings call,” said CEO Singhal. “For the full fiscal year… revenue increased by 4.5% to approximately $860 million… and delivered nearly 12% growth in diluted earnings per share at $2.48, exceeding the high end of our guidance range.” “We just completed a tuck-in acquisition of the assets of DigiCert Incorporation's DDoS protection business that brings the back-end infrastructure of our Arbor Cloud network to fully in-house,” said CEO Singhal. “We believe this transaction provides us with a greater control of the platform and a clearer path to scaling cloud-based services over time while providing immediate incremental recurring revenue in the cloud DDoS space.” “Total revenue was $203 million, down 1% from the same period last fiscal year,” said Anthony Piazza (Executive VP & CFO). “We ended the fourth quarter with total product backlog of approximately $50 million, which included $45.8 million of fulfillable backlog.” Outlook “For fiscal year 2027, we anticipate revenue in the range of $885 million to $915 million and a non-GAAP diluted earnings per share in the range of $2.65 and $2.80,” said CFO Piazza. “This outlook incorporates the DigiCert DDoS asset acquisition… and assumes an initia...

Shares of NANO Nuclear Energy (NASDAQ:NNE) are down 10% midday Thursday, trading near $26. Oklo (NYSE:OKLO) stock is off about 8%, while Cameco (NYSE:CCJ) is slipping 4%. The pullback follows a powerful rally for the nuclear trade. NANO Nuclear had ripped 35% over the past month, while Oklo had surged 63% in a month. Cameco ... NANO Nuclear Slides 10%, Oklo Falls 8%, Cameco Slips 4% After Nuclear Stocks Explosive Rally

Rene Haas, chief executive officer of Arm Holdings Plc, says demand for AI-related products is buoying the company amid a slowdown in its smartphone business. He speaks with Caroline Hyde on “Bloomberg Tech.” (Source: Bloomberg)

Taiwan has conducted its first torpedo launch from a domestically built submarine, marking a significant step in its effort to bolster naval defenses and secure key shipping routes amid rising tensions with China. The test is part of Taipei’s broader military modernization drive, as Beijing continues near-daily drills around the island to reinforce its territorial claims. China considers Taiwan part of its territory, a position the island’s government firmly rejects. The indigenous submarine program has become a cornerstone of Taiwan’s defense strategy. Despite its limited diplomatic ties, the project has incorporated technology and expertise from several countries, including the United States and the United Kingdom. CSBC Corp., the shipbuilder leading the initiative, said Thursday that the submarine — named Narwhal — successfully completed its first torpedo test a day earlier. According to the company, the exercise validated key elements of the vessel’s combat system, including target detection and tracking, fire control, launch capability, and guidance of the torpedo. Earlier this year, in January, the Narwhal completed its initial submerged sea trials. Taiwan aims to field at least two of these locally produced submarines by 2027, with later versions potentially outfitted with missile systems. The program ultimately envisions a fleet of eight vessels. The first submarine carries a price tag of about T$49.36 billion ($1.57 billion). It is equipped with a combat system supplied by Lockheed Martin ( LMT ) and is designed to deploy U.S.-made Mark 48 heavyweight torpedoes, though CSBC did not specify which weapons were used in the recent test. Originally scheduled for delivery in 2024, the Narwhal has faced delays. Once operational, it will join Taiwan’s aging submarine fleet, which currently consists of two vessels acquired from the Netherlands in the 1980s. Taiwan’s military remains significantly smaller than China’s, which fields multiple aircraft carriers, nuclear...

Ways to enjoy life | Butterfly sightings | Cutting speed limits | Bad actors | Rejecting the ‘old age’ label At nearly 75, I have to sit on the front seat at the top of the bus like Justin Myers ( 49 ways to have fun right now!, 4 May ). I have been known to let one bus go and wait for the next one if there are people in my seat. If it ever gets to the point where my legs won’t get me up there, I shall know that my time has come. Liz Fairhurst Banstead, Surrey • Sara Hudston’s country diary ( 6 May ) chimes exactly with the sightings on our weekly butterfly count for Yorkshire Wildlife, similarly on a dismantled railway siding, here in North Yorkshire. The holly blues are particularly numerous this year, but we have yet to see an adder. We have, however, had a huge Morel toadstool, which can occur where there are heavy metal deposits. Gill Mawby York Continue reading...

Image source: The Motley Fool. Wednesday, May 6, 2026 at 8:30 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

Meta said Ofcom's calculations were "disproportionate"; the regulator said it would defend its position.

Should Investors Buy, Hold, or Sell ALAB Stock Post Q1 Earnings? Zacks Investment Research

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Image source: The Motley Fool. Thursday, May 7, 2026 at 11 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

Image source: The Motley Fool. Thursday, May 7, 2026 at 11 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

Welcome to Bloomberg’s Texas Edition — covering all the industries and people driving America’s second-largest economy, from finance and oil to tech and sports. Join us each week for an inside look at Texas through a Bloomberg lens. Sign up here if you’re not already on the list. Texas is about to get splashed with billions more in spending as Big Tech races to build infrastructure for the artificial-intelligence future. Elon Musk’s SpaceX envisions putting up $55 billion to start building a chipmaking factory in Grimes County to kick off his Terafab project. He faced skepticism in March when he announced the plan, which is intended to supply his dreams for robotics, space and AI initiatives. But he has been courting suppliers and, now, lining up a site in southeast Texas. It will be a “next-generation, vertically integrated semiconductor manufacturing and advanced computing fabrication facility,” according to a public notice posted on the Grimes County website. Bloomberg’s Debby Wu also reported that the estimated total investment could rise to $119 billion if SpaceX follows through with more phases. The county plans a hearing on June 3. AI is driving a ton of spending across Big Tech , and SpaceX’s tally isn’t even included in the projected $700 billion-plus in total outlays by so-called hyperscalers including Meta Platforms. And ... Bloomberg scooped the news that Meta is enlisting Morgan Stanley and JPMorgan to lead the charge on financing for an El Paso project that could total about $13 billion. The effort has been code-named “Sopaipilla” — and, yes, there’s a pastry thread here, since Meta raised funding for a Louisiana data center via a vehicle called “Beignet Investor LLC.” Most of the package is expected to be debt, with the rest in equity, according to the exclusive from Silas Brown, Aaron Weinman, Davide Scigliuzzo, Laura Benitez and Paula Seligson. The banks and Meta declined to discuss their work. The Fine Line Senator Ted Cruz was at the Milken Instit...

Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB) has reported on its first quarter under new CEO Greg Abel, marking a new era for the conglomerate. For now, though, not much has changed. Berkshire once again ended the quarter with a stockpile of cash, which rose to more than $397 billion from $373 billion at the end of December. That was a new record for the company, even after it restarted its stock buyback plan in March. In total, the company spent around $234 million on buybacks in the quarter, repurchasing 33 of its Class A shares and 431,462 of its Class B shares. It was the first time the company had repurchased shares since May 2024. Still, it's a far cry from the approximately $17 billion in stock it repurchased from 2022 to 2023. Continue reading

Eilish and Cameron are mismatched in flashy pop documentary that misses the subtlety of her music For a long time concert tour films were seen as a cash-in. Ask a music fan for their favorite, and they’ll probably answer with something that isn’t really a concert film at all, such as Madonna ’s deliciously gloves-off documentary Truth or Dare or Stop Making Sense , Jonathan Demme’s high-concept performance art classic starring Talking Heads. But in recent years the concert film has become a bona fide cinematic event for super-fans wishing to relive the experience as well as those who draw the line at paying a month’s rent to see their favorite musician. In 2023, Taylor Swift: The Eras Tour became the genre’s biggest-grossing film of all time, taking over $250m at the global box office. ( Swift herself took home an estimated third of that figure thanks to an exclusive distribution deal with AMC Theaters). Beyoncé ’s Renaissance film extended her album as a cultural moment, while this year Baz Luhrmann’s Epic: Elvis Presley in Concert has packed out multiplexes and a concert documentary from the K-pop boyband Stray Kids topped the global box office. Continue reading...

MoMo Productions/DigitalVision via Getty Images I sometimes review small and somewhat interesting companies in my work. The Honest Company, Inc. ( HNST ) is one of those companies, though my latest review of the business was roughly 3 years back. Today, I mean to provide an update on the business. When I last reviewed the business, I called it a "HOLD". You can find that article here. The "HOLD" was based on a lack of clarity, a lack of clear upside, and overall better investments available on the market today. The performance since my last article has validated my neutral/bearish thesis of not investing in the company at that valuation, despite an 8% upside, since the market is up more than 5x that amount. At the time for the article, I also made it clear that I like the company itself for its values, its products, its founder, and the mission that it seems to focus on - but I found myself unable to invest given the competition on the market and understanding too much of the dynamics with players like L'Oréal ( LRLCY ) and other giants. While new entrants and special brands have done a lot better than expected. Honest Company has, since 2022, done so-so. The perhaps most worrying trend since 2022 is the declining digital sales. It seems that consumers have generally returned to in-person shopping trends, and what was previously the largest sales channel by far is now less than 35% - with retail sales of Honest Company goods accounting for well over 65% as of the latest few years. It's fair to say that since I reviewed it last, the company has gone through a significant strategic shift. Instead of digital growth and digital sales, Honest has been focusing on growing legacy sales channels. It's actually something I like to see, because I believe digital sales in some sectors have gone a bit too far - different sales channels have their roles, but the DTC-focused company that Honest was when I last reviewed it is no longer there. So with that said, let's see where Hon...

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Richard Drury/DigitalVision via Getty Images The eye-popping Q1 earnings season rolls on. Vistra Corp. ( VST ) put up a double beat on Thursday, May 7, and shares lifted 6% in the early going during the session that followed. But the now $54 billion market cap Utilities sector company has lagged lately, merely trading sideways this year, all while the S&P 500 ( SP500 ) has climbed to record highs. I had a Buy rating on VST a year ago . The stock has returned a solid 20% with today’s gain included, but that falls 10 percentage points shy of the S&P 500’s performance. I reiterate a Buy rating, however, as I see sanguine earnings forecasts and an improved valuation compared to 12 months ago. Today, I’ll provide a look at the Q1, an updated valuation, and a fresh technical take. VST Lags the Utilities Sector and S&P 500 YoY StockCharts.com In May, Vistra reported a solid set of quarterly results. Q1 GAAP net income was verified at $1.029 billion, boosted by a $723 million unrealized hedge gain, and adjusted EBITDA was $1.494 billion. Full-year guidance was reiterated, with the company seeing adjusted EBITDA of $6.8–$7.6 billion and adjusted free cash flow before growth (FCFbG) between $3.925 and $4.725 billion. Shares initially jumped 6% early in the session that followed, which would be its best earnings reaction since November of 2024 if it were to hold to the close. Data from Option Research & Technology Services reveals that implied volatility on VST is high at 55%, and the expected swing after today’s report was 8.1%. The dividend yield is low at just 58 basis points, while short interest on VST is material at 3.32%. Looking back on the quarter that was, the Utilities sector firm tallied a strong start to 2026, delivering roughly $1.5 billion in ongoing operations-adjusted EBITDA in Q1, according to the earnings report. Resilience is what I’d best describe the quarter as, as the power producer successfully navigated a backdrop of mild weather in the key Texas ERCOT...