Viridien Société anonyme press release ( VIRDY ): Q1 segment revenue of $214M, vs $301M in Q1 2025. Reiterates its 2026 guidance of $100M in net cash flow generation, with a seasonal profile similar to 2025. More on Viridien Société anonyme Viridien Société anonyme (VIRDY) Q4 2025 Earnings Call Transcript Viridien Société anonyme 2025 Q4 - Results - Earnings Call Presentation Historical earnings d...
Viridien Société anonyme press release ( VIRDY ): Q1 segment revenue of $214M, vs $301M in Q1 2025. Reiterates its 2026 guidance of $100M in net cash flow generation, with a seasonal profile similar to 2025. More on Viridien Société anonyme Viridien Société anonyme (VIRDY) Q4 2025 Earnings Call Transcript Viridien Société anonyme 2025 Q4 - Results - Earnings Call Presentation Historical earnings data for Viridien Société anonyme Financial information for Viridien Société anonyme
Jim Cramer has a habit of cutting through the noise and pointing at something most investors are overlooking. On May 4, he did it again. In a X post, the "Mad Money" host wrote: "Oracle and SanDisk have become the tells of this market." That's a bold claim. But when you look at what these two ...
Jim Cramer has a habit of cutting through the noise and pointing at something most investors are overlooking. On May 4, he did it again. In a X post, the "Mad Money" host wrote: "Oracle and SanDisk have become the tells of this market." That's a bold claim. But when you look at what these two ...
Microsoft's new Xbox chief, Asha Sharma, has spent the past couple of months making her mark on the Xbox organization. After focusing on highly-requested Xbox console features, reducing the price of Game Pass , and moving Microsoft Gaming back to Xbox , Sharma is now reorganizing the Xbox platform team at Microsoft today. The changes will see some veterans depart, promotions, and new faces with mo...
Microsoft's new Xbox chief, Asha Sharma, has spent the past couple of months making her mark on the Xbox organization. After focusing on highly-requested Xbox console features, reducing the price of Game Pass , and moving Microsoft Gaming back to Xbox , Sharma is now reorganizing the Xbox platform team at Microsoft today. The changes will see some veterans depart, promotions, and new faces with more technical expertise to help the Xbox platform team. Jared Palmer, who used to work with Sharma in Microsoft's CoreAI division, is joining Xbox as VP of engineering and a technical advisor to Sharma. In a memo to Xbox employees, Sharma says that Pa … Read the full story at The Verge.
Alphabet Inc. ’s C$8.5 billion ($6.24 billion) bond deal is driving corporate and provincial spreads wider in Canada as investors’ enthusiasm for the hyperscaler’s debt tests the market’s ability to absorb it. The Google parent is selling the debt in four-parts of loonie-denominated bonds maturing from five to 30 years. It’s Alphabet’s first loonie-denominated debt deal and the biggest Canadian bo...
Alphabet Inc. ’s C$8.5 billion ($6.24 billion) bond deal is driving corporate and provincial spreads wider in Canada as investors’ enthusiasm for the hyperscaler’s debt tests the market’s ability to absorb it. The Google parent is selling the debt in four-parts of loonie-denominated bonds maturing from five to 30 years. It’s Alphabet’s first loonie-denominated debt deal and the biggest Canadian bond market offering on record. Order books had grown to around C$19 billion to C$20 billion by mid-morning, according to people familiar with the matter, who asked not to be identified discussing private matters. “The Alphabet deal weighed on both corporate and provincial spreads,” according to Les Peterdy , a managing director in fixed income at Beacon Securities . Government issuers backed away from the market, he added. Canadian corporate bonds widened 1 to 2 basis points on average against government benchmarks after the Alphabet deal was announced, the people said, adding that some provincial issues also widened. The Canadian dollar deal was announced on Tuesday morning on the back of Alphabet’s biggest-ever euro offering of €9 billion. While Canadian investors had anticipated a hyperscaler would tap the market, Alphabet didn’t conduct a widely publicized roadshow that’s customary of first-time issuers in the currency. The short lead time came as a surprise, and the lack of notice as well as the size of the deal are contributing to the wider spreads, according to Naveed Sunderji , a portfolio manager at Franklin Templeton Canada. “It’s a pretty big deal for the market to stomach all at once,” Sunderji told Bloomberg. The last mega deal to hit the Canadian dollar market was in 2024, when Coastal GasLink raised C$7.15 billion in the biggest bond sale at the time. Proceeds were used to finance the construction of a natural gas pipeline backed by KKR & Co. For that deal, the market had a month’s notice, Sunderji said. The 30-year portion of the Alphabet deal is expected to ...
Richard Drury It has been an exceptional month for large-cap investors willing to look beyond the usual blue-chip playbook. Below is a list of the top performing large-cap stocks over the past month. This ranking includes companies across sectors such as heavy electrical equipment, semiconductors, technology hardware, communications equipment, electronic manufacturing services, and asset managemen...
Richard Drury It has been an exceptional month for large-cap investors willing to look beyond the usual blue-chip playbook. Below is a list of the top performing large-cap stocks over the past month. This ranking includes companies across sectors such as heavy electrical equipment, semiconductors, technology hardware, communications equipment, electronic manufacturing services, and asset management. The list is sorted by one-month price performance percentage. The list is topped by Bloom Energy Corporation ( BE ), with a remarkable one-month gain of 112.81%. Intel Corporation ( INTC ) and Sandisk Corporation ( SNDK ) follow, with gains of 90.12% and 79.00% respectively. Sandisk ( SNDK ) holds a Strong Buy Quant Rating of 4.99, while both Bloom Energy ( BE ) and Intel ( INTC ) carry Hold ratings of 3.49. Other notable performers include Astera Labs, Inc. ( ALAB ) with a 71.80% gain and Applied Optoelectronics, Inc. ( AAOI ) at 66.47%. While some stocks on the list hold “Hold” ratings, others such as Sanmina Corporation ( SANM ), Galaxy Digital Inc. ( GLXY ), and ON Semiconductor Corporation ( ON ) boast Strong Buy ratings from the Quant system, with ratings of 4.79, 4.84, and 4.70 respectively. Here is the list: Bloom Energy Corporation ( BE ), 1 month performance percentage: 112.81% Intel Corporation ( INTC ), 1 month performance percentage: 90.12% Sandisk Corporation ( SNDK ), 1 month performance percentage: 79.00% Astera Labs, Inc. ( ALAB ), 1 month performance percentage: 71.80% Applied Optoelectronics, Inc. ( AAOI ), 1 month performance percentage: 66.47% Sanmina Corporation ( SANM ), 1 month performance percentage: 66.30% Galaxy Digital Inc. ( GLXY ), 1 month performance percentage: 65.36% ON Semiconductor Corporation ( ON ), 1 month performance percentage: 64.08% SiTime Corporation ( SITM ), 1 month performance percentage: 62.71% TTM Technologies, Inc. ( TTMI ), 1 month performance percentage: 61.54% More on Bloom Energy, ON Semiconductor, etc. Intel: The AI T...
Nvidia 's (NASDAQ: NVDA) start to 2026 wasn't great, but it has been an absolute rocketship since the calendar flipped to April. Since then, Nvidia's stock is up 13%, but I think that's just the beginning. Nvidia has a lot going for it, and I think its rally could easily extend throughout the rest of the year. So, if you've missed out on Nvidia's recent run, don't worry, there's more where that ca...
Nvidia 's (NASDAQ: NVDA) start to 2026 wasn't great, but it has been an absolute rocketship since the calendar flipped to April. Since then, Nvidia's stock is up 13%, but I think that's just the beginning. Nvidia has a lot going for it, and I think its rally could easily extend throughout the rest of the year. So, if you've missed out on Nvidia's recent run, don't worry, there's more where that came from. I've got three reasons why Nvidia's run is just getting started, and spoiler, it could last well into 2027 and beyond. Image source: Getty Images. Continue reading
Key PointsIntel stock has been on an incredible run this year, as the company has focused on its chip manufacturing capabilities, and as central processing units (CPUs) have become a bigger part of the artificial intelligence story.
Key PointsIntel stock has been on an incredible run this year, as the company has focused on its chip manufacturing capabilities, and as central processing units (CPUs) have become a bigger part of the artificial intelligence story.
Earnings Call Insights: Leidos Holdings, Inc. (LDOS) Q1 2026 Management View "First quarter revenue was up 4% year-on-year to $4.4 billion, and profitability remained excellent to start 2026, with adjusted EBITDA of 14%." (CEO & Director Thomas Bell) "As a result of this strong core performance and the immediately accretive nature of our Entrust acquisition, we are raising our 2026 guidance for re...
Earnings Call Insights: Leidos Holdings, Inc. (LDOS) Q1 2026 Management View "First quarter revenue was up 4% year-on-year to $4.4 billion, and profitability remained excellent to start 2026, with adjusted EBITDA of 14%." (CEO & Director Thomas Bell) "As a result of this strong core performance and the immediately accretive nature of our Entrust acquisition, we are raising our 2026 guidance for revenue by $500 million, non-GAAP diluted EPS by $0.05 and operating cash flow by $50 million." (CEO & Director Bell) "Integration is ahead of schedule. The cultural alignment is seamless, and the financial upside is already surfacing in our consolidated numbers." (CEO & Director Bell) "Revenues were $4.4 billion, up 4% in total and 3% organically year-over-year, with especially robust growth in the Intelligence and Digital and Homeland segments." (Executive VP & CFO Chris Cage) "Non-GAAP diluted EPS grew 5% to $3.13... and a $15 million insurance reimbursement for previously recorded legal expenses." (Executive VP & CFO Cage) "We have committed a multiyear $100 million investment in a marquee PE firm with a proven track record in the federal technology space." (CEO & Director Bell) Outlook "We're increasing revenue guidance by $500 million to a new range of $18 billion to $18.4 billion, maintaining our adjusted EBITDA margin guidance at mid-13s, raising our non-GAAP diluted EPS guidance by $0.05, yielding $12.10 to $12.50 and increasing our operating cash flow guidance by $50 million to approximately $1.8 billion." (Executive VP & CFO Cage) "The raises to revenue, earnings and cash guidance primarily reflect our Entrust acquisition... our view of the rest of Leidos for 2026 is largely unchanged from where we initially guided in February." (Executive VP & CFO Cage) "Our forward guidance does not incorporate any impact from the pending joint venture we announced in our security products business... we anticipate closing sometime in the back half of the year." (Executive VP & C...
ozgurdonmaz/iStock Unreleased via Getty Images What Is FELC? The Fidelity Enhanced Large Cap Core ETF ( FELC ) is an actively managed ETF that invests in large-cap U.S. stocks with a benchmark of the S&P 500. Fidelity is trying to sell that a quantitative, multi-factor approach — looking at valuation and earnings growth (which, by the way, is pretty broad as criteria) — can identify companies that...
ozgurdonmaz/iStock Unreleased via Getty Images What Is FELC? The Fidelity Enhanced Large Cap Core ETF ( FELC ) is an actively managed ETF that invests in large-cap U.S. stocks with a benchmark of the S&P 500. Fidelity is trying to sell that a quantitative, multi-factor approach — looking at valuation and earnings growth (which, by the way, is pretty broad as criteria) — can identify companies that will do well within the S&P 500 universe and outperform. The fund originally launched as a mutual fund strategy in April 2007 before being converted into an ETF structure in November 2023 as part of Fidelity's broader push to enhance their ETF lineup. While I appreciate that Fidelity has the institutional resources to attempt this strategy, the end result is a fund that is charging more than SPY for, put bluntly, nearly the same thing. FELC's benchmark is the S&P 500, and this article is asking the obvious question: is it worth paying a meaningful fee premium when you can buy SPY, VOO, or even Fidelity's own Fidelity 500 Index Fund ( FXAIX ) for a fraction of the cost? After further review, the answer to me is no. The fund has not materially beaten its benchmark since inception; its portfolio is nearly indistinguishable from the S&P 500, and Fidelity has cheaper, larger, and more liquid alternatives sitting right in their ETF lineup. I'd recommend investors avoid FELC and look elsewhere for U.S. large-cap equity exposure. Fund Breakdown FELC was launched on April 19, 2007, by Fidelity, with the mandate to outperform the S&P 500 through a quantitative process that "balances both risk and return" by building multi-factor models to identify companies with better fundamentals trading at reasonable valuations. In theory, this sounds fine — who wouldn't want a tilt toward quality and value within the S&P 500? But in practice, the fund has struggled to demonstrate that this overlay generates enough alpha to justify its higher fees. However, in late 2023, the fund made a pivot to ...
Meta Platforms ( META ) was sued in federal court in Manhattan by five major publishers. The group accused the tech company of using millions of copyrighted books and journal articles to train its Llama AI models without permission or payment. The plaintiffs included Elsevier ( RELX ), Cengage Group, Hachette Livre, Macmillan Publishers, and McGraw Hill ( MH ), along with author Scott Turow. The c...
Meta Platforms ( META ) was sued in federal court in Manhattan by five major publishers. The group accused the tech company of using millions of copyrighted books and journal articles to train its Llama AI models without permission or payment. The plaintiffs included Elsevier ( RELX ), Cengage Group, Hachette Livre, Macmillan Publishers, and McGraw Hill ( MH ), along with author Scott Turow. The complaint says Meta ( META ) relied on pirated or unlicensed copies, stripped copyright management information, and used the works to build generative AI that can produce book-like output and summaries that may compete with the originals. As part of their claim, the publishers argued that Meta's ( META ) AI training harms sales and licensing markets, especially as AI-generated books are already flooding online marketplaces. Looking back, the new suit follows Meta’s ( META ) earlier courtroom victory in a separate authors’ case last year, although the publishers have indicated that they believe their case is stronger. Meta ( META ) plans to fight the case aggressively, setting up another major test over whether training AI on copyrighted material is fair use or infringement. More on Meta Meta: Keep Calm And Focus On Muse Spark And Record Revenue Growth Meta's AI Fear Creates Rare Blue-Chip Mispricing Meta Platforms: Why AI Is Still Driving Ads Growth And Value Creation Meta says it is expanding teen safeguards across US, EU and Brazil Meta taps Morgan Stanley, JPMorgan for $13B El Paso AI data center deal: report
Inquiry set up by rightwing politician recommends merging major channels and slashing TV entertainment budgets by 75% French politicians on the left and centre have criticised a parliament inquiry report that recommends sweeping cuts to public broadcasting, with a row over culture wars building before next year’s presidential election. State broadcasting is a key topic in the run-up to April’s vot...
Inquiry set up by rightwing politician recommends merging major channels and slashing TV entertainment budgets by 75% French politicians on the left and centre have criticised a parliament inquiry report that recommends sweeping cuts to public broadcasting, with a row over culture wars building before next year’s presidential election. State broadcasting is a key topic in the run-up to April’s vote, with the far right, which is leading in the polls, highly critical of public TV and radio and vowing to privatise it . Continue reading...
The Morning Brew Daily hosts handed Brian Niccol a nickname this week: “the retail Messi.” The label arrived after Starbucks (NASDAQ:SBUX) reported a 6.2% increase in same-store sales. This ended a streak of 7 quarters of flat or declining sales and sending the shares up nearly 6% after hours. This was on top of a ... Brian Niccol Earned the ‘Retail Messi’ Nickname: Starbucks Same-Store Sales Jump...
The Morning Brew Daily hosts handed Brian Niccol a nickname this week: “the retail Messi.” The label arrived after Starbucks (NASDAQ:SBUX) reported a 6.2% increase in same-store sales. This ended a streak of 7 quarters of flat or declining sales and sending the shares up nearly 6% after hours. This was on top of a ... Brian Niccol Earned the ‘Retail Messi’ Nickname: Starbucks Same-Store Sales Jump 6.2% After 7 Quarters of Decline
IonQ ( IONQ ) is set to announce first-quarter earnings results on Wednesday, and investors will watch out for updates on the company’s revenue guidance and new contracts. Wall Street expects the quantum computing company to post EPS of -$0.52 on revenue of $49.73M for the quarter. The company, during its Q4 earnings call, projected full-year 2026 revenue of between $225M and $245M, and $48M to $5...
IonQ ( IONQ ) is set to announce first-quarter earnings results on Wednesday, and investors will watch out for updates on the company’s revenue guidance and new contracts. Wall Street expects the quantum computing company to post EPS of -$0.52 on revenue of $49.73M for the quarter. The company, during its Q4 earnings call, projected full-year 2026 revenue of between $225M and $245M, and $48M to $51M for the first quarter, which is expected to be supported by a continued expansion of its customer base. Wall Street analysts are bullish on the stock, driven by the firm’s recent acquisitions and new contracts with institutions and research agencies. Morgan Stanley increased its price target to $47 from $38, expecting that the company will provide stronger-than-expected full-year 2026 revenue guidance. Wedbush has an Outperform rating and a $60 price target on IonQ. The brokerage firm stated that the quantum computing company was cited by Nvidia ( NVDA ) as one of the early adopters of the Ising Calibration. Nvidia’s Ising open AI models aim to deliver up to 2.5x faster and 3x more accurate error correction decoding. “We believe this signals that IONQ's trapped-ion architecture is being recognized by the industry's most influential infrastructure player as production-ready and technically credible,” Wedbush Securities analyst Antoine Legault explained, adding that he believes it deepens the relationship between the two companies. The company’s shares have gained nearly 1.2% year-to-date, underperforming the benchmark S&P 500, which has risen nearly 6% over the same period. On average, Seeking Alpha analysts and Seeking Alpha’s Quant Rating rate IONQ as Hold . However, Seeking Alpha analyst Noah’s Arc Capital Management maintained a Strong Buy rating on IONQ, citing its leadership in quantum key distribution, quantum randomness, and hardware-based cybersecurity. The analyst added that IonQ is positioned for a 'ChatGPT moment' as quantum threats accelerate demand for post-...