PhonlamaiPhoto/iStock via Getty Images Amprius ( AMPX ) is not a conventional battery story; it is a high-performance lithium-ion supplier developing around silicon anodes, especially for markets like UAVs and defense, where battery performance is the constraint , not cost-optimized solutions. In 2025, the company has already shown a commercial inflection with revenue jumping and gross margins tur...
PhonlamaiPhoto/iStock via Getty Images Amprius ( AMPX ) is not a conventional battery story; it is a high-performance lithium-ion supplier developing around silicon anodes, especially for markets like UAVs and defense, where battery performance is the constraint , not cost-optimized solutions. In 2025, the company has already shown a commercial inflection with revenue jumping and gross margins turning positive. Also, the company seems to be shying away from a gigafactory, favoring contract manufacturing. The product is mission time per kilogram The company develops lithium-ion batteries using a special anode technology in order to obtain a high-energy density and fast charge that fit into aviation application needs. The company claims their silicon anode is a direct replacement for graphite, which can be valuable because it means the industrial base does not need to be replaced. Nevertheless, the most critical aspect is the fact that the needs for UAVs are different from the market needs for EVs. For electric cars the defining metric is total cost of ownership coupled with supply chain scale. For UAVs, the defining feature is energy density because it enables payloads, more endurance, and rapid turnaround. Basically, this means energy is logistics, and a battery becomes a force multiplier if it allows high energy density. SiCore is the engine Amprius has two generations of SiCore products . The older one (SiMaxx) is a nanowire silicon approach that unlocks high performance but has the drawback of being hard to scale. The more recent generation, SiCore, is made of a newer silicon anode material, which is more scalable while retaining most of the energy density. In this context, the newer SiCore family of products is what caught our attention because of its scalable properties. It has the potential to move the needle on revenue and margins. Manufacturing footprint Amprius had a lease on a large facility in Brighton, CO, but it moved to terminate the lease due to its s...
Democrats outpace Republicans in voter enthusiasm for the midterm elections, according to NPR's latest poll. And Trump says "Project Freedom" is paused because of progress toward an Iran agreement. (Image credit: Justin Sullivan)
Democrats outpace Republicans in voter enthusiasm for the midterm elections, according to NPR's latest poll. And Trump says "Project Freedom" is paused because of progress toward an Iran agreement. (Image credit: Justin Sullivan)
Clean Harbors press release ( CLH ): Q1 GAAP EPS of $1.19 beats by $0.05 . Revenue of $1.46B (+2.1% Y/Y) misses by $10M . Delivers Highest Q1 Revenue in Company’s History at $1.46 Billion Generates Q1 Net Income of $63.2 Million, or EPS of $1.19 Achieves 6% Growth in Q1 Adjusted EBITDA to $247.9 Million; Expands Adjusted EBITDA Margin YoY by 60 Basis Points Raises 2026 Guidance for Adjusted EBITDA...
Clean Harbors press release ( CLH ): Q1 GAAP EPS of $1.19 beats by $0.05 . Revenue of $1.46B (+2.1% Y/Y) misses by $10M . Delivers Highest Q1 Revenue in Company’s History at $1.46 Billion Generates Q1 Net Income of $63.2 Million, or EPS of $1.19 Achieves 6% Growth in Q1 Adjusted EBITDA to $247.9 Million; Expands Adjusted EBITDA Margin YoY by 60 Basis Points Raises 2026 Guidance for Adjusted EBITDA and Adjusted Free Cash Flow More on Clean Harbors Clean Harbors: Tailwinds, Headwinds, And Profitability Clean Harbors Isn't A Clean Enough Prospect To Justify An Upgrade Clean Harbors, Inc. (CLH) Presents at 47th Annual Raymond James Institutional Investor Conference Transcript Clean Harbors Q1 2026 Earnings Preview Clean Harbors upgraded at Citi on chemicals tailwinds, valuation upside
Medline Inc. press release ( MDLN ): Q1 Non-GAAP EPS of $0.33 beats by $0.04 . Revenue of $7.35B (+14.1% Y/Y) beats by $190M . Raising full year 2026 Organic Sales guidance range to 8.5% to 9.5% Shares +3% PM. More on Medline Inc. Medline: A Lack Of Compelling Risk-Reward Makes Me Cautious Medline Inc. (MDLN) Presents at Barclays 28th Annual Global Healthcare Conference Transcript Medline Inc. (MD...
Medline Inc. press release ( MDLN ): Q1 Non-GAAP EPS of $0.33 beats by $0.04 . Revenue of $7.35B (+14.1% Y/Y) beats by $190M . Raising full year 2026 Organic Sales guidance range to 8.5% to 9.5% Shares +3% PM. More on Medline Inc. Medline: A Lack Of Compelling Risk-Reward Makes Me Cautious Medline Inc. (MDLN) Presents at Barclays 28th Annual Global Healthcare Conference Transcript Medline Inc. (MDLN) Q4 2025 Earnings Call Transcript Goldman Sachs cuts IPO forecast; biggest IPOs since 2025 ranked by market cap Medline gets FDA warning over faulty heart syringes
Loblaw Companies press release ( LBLCF ): Q1 Non-GAAP EPS of $0.52. Revenue of $14.84B (+5.0% Y/Y) beats by $4.11B . More on Loblaw Companies Loblaw: Clouds On The Horizon, But It Will Ride Out The Storm Loblaw Companies Limited 2025 Q4 - Results - Earnings Call Presentation Loblaw Companies Limited (L:CA) Q4 2025 Earnings Call Transcript Loblaw to invest $2.4 billion in 2026, open 70 new stores H...
Loblaw Companies press release ( LBLCF ): Q1 Non-GAAP EPS of $0.52. Revenue of $14.84B (+5.0% Y/Y) beats by $4.11B . More on Loblaw Companies Loblaw: Clouds On The Horizon, But It Will Ride Out The Storm Loblaw Companies Limited 2025 Q4 - Results - Earnings Call Presentation Loblaw Companies Limited (L:CA) Q4 2025 Earnings Call Transcript Loblaw to invest $2.4 billion in 2026, open 70 new stores Historical earnings data for Loblaw Companies
Counterpoint Research highlighted shifting smartphone industry dynamics in the first quarter of 2026, with premium devices gaining share, top models concentrating demand, and Original Equipment Manufacturers (OEMs) adjusting strategies amid cost pressures. Apple Leads As Premium Demand Strengthens Apple Inc.’s iPhone 17 emerged as the world’s best-selling smartphone in the first quarter of 2026, c...
Counterpoint Research highlighted shifting smartphone industry dynamics in the first quarter of 2026, with premium devices gaining share, top models concentrating demand, and Original Equipment Manufacturers (OEMs) adjusting strategies amid cost pressures. Apple Leads As Premium Demand Strengthens Apple Inc.’s iPhone 17 emerged as the world’s best-selling smartphone in the first quarter of 2026, capturing a 6% share of global unit sales, Counterpoint noted on Monday. The iPhone 17 Pro Max and iP
ON Semiconductor ( ON ) has launched a private offering of $1.3B in convertible senior notes due 2031 to qualified institutional buyers, the company announced on Wednesday. The company also expects to grant to the initial purchasers of the notes an option to purchase, within a 13-day period beginning on, and including, the date on which the notes are first issued, up to an additional $200M aggrega...
ON Semiconductor ( ON ) has launched a private offering of $1.3B in convertible senior notes due 2031 to qualified institutional buyers, the company announced on Wednesday. The company also expects to grant to the initial purchasers of the notes an option to purchase, within a 13-day period beginning on, and including, the date on which the notes are first issued, up to an additional $200M aggregate principal amount of the notes. More on ON Semiconductor ON Semiconductor Corporation 2026 Q1 - Results - Earnings Call Presentation ON Semiconductor Corporation (ON) Q1 2026 Earnings Call Transcript ON Semiconductor: Chip Stocks' Parabolic Rise Draws Concerns Onsemi produces strong guidance after reaching inflection point: analysts Bloom Energy is the best performing large cap stock in April
winhorse/iStock Unreleased via Getty Images Introduction With the recent Q1 (2026) earnings release on April 29th, a lot has happened for Luckin Coffee ( LKNCY ) in this past period. Three areas in particular seem to tell the direction Luckin is heading in the next few quarters: Q1 results, the first-ever share repurchase program, and the Blue Bottle deal. Overall, I believe Luckin's structural mo...
winhorse/iStock Unreleased via Getty Images Introduction With the recent Q1 (2026) earnings release on April 29th, a lot has happened for Luckin Coffee ( LKNCY ) in this past period. Three areas in particular seem to tell the direction Luckin is heading in the next few quarters: Q1 results, the first-ever share repurchase program, and the Blue Bottle deal. Overall, I believe Luckin's structural moat and competitive positioning remain strong. However, I believe underlying financials will need to strengthen somewhat soon to prove that the business model is profitable. So for now, I stand with my original rating that Luckin is a BUY. Recent Performance In Q1, revenue came in at RMB 11,995.5 million (~$1.754 billion USD), surpassing expectations by 3.58%. New store expansion was the primary driver of the revenue beat, with 2,548 new stores added since last quarter, bringing the total to 33,596 stores. 11,789 of these are partnership stores, which saw a notable 44.9% increase in revenue YoY, accounting for a quarter of total net revenue. Customer retention was sustained while international store openings continued (13 in Malaysia, 3 in the US, and 1 in Singapore). Author's Data That seems to be the end of the good news financially. Major concerns focused on same-store sales growth and margins. Same-Store Sales Growth Q1 same-store sales growth came in at -0.1% , breaking the four-quarter streak of positive figures. There are numerous, overlapping explanations for the turnaround in same-store sales growth. I believe none of these explanations indicate long-term issues stemming from slowing consumer demand. Luckin Press Release One explanation is store cannibalization. Rapid store expansion (as in Luckin's case) means store traffic per unit falls as customers who typically visit one store start going to other locations nearby. Cannibalization risk is especially elevated for Luckin given its app-only model. Since the app routes customers to the nearest location, there is no...