Palantir just posted its fastest revenue growth since it went public in 2020. The results were not close to expectations. They were dramatically above them. And the company followed it up by raising its full-year forecast by a margin that forced Wall Street to sit up and recalibrate. The reason ...
Palantir just posted its fastest revenue growth since it went public in 2020. The results were not close to expectations. They were dramatically above them. And the company followed it up by raising its full-year forecast by a margin that forced Wall Street to sit up and recalibrate. The reason ...
The Vanguard S&P 500 ETF (NYSEMKT:VOO) and State Street SPDR S&P 500 ETF Trust (NYSEMKT:SPY) offer nearly identical index exposure, though the Vanguard fund carries a lower expense ratio. These two exchange-traded funds (ETFs) serve as the primary benchmarks for the U.S. stock market. Both target the S&P 500 Index, holding roughly 500 of the largest domestic companies. While they share the same ob...
The Vanguard S&P 500 ETF (NYSEMKT:VOO) and State Street SPDR S&P 500 ETF Trust (NYSEMKT:SPY) offer nearly identical index exposure, though the Vanguard fund carries a lower expense ratio. These two exchange-traded funds (ETFs) serve as the primary benchmarks for the U.S. stock market. Both target the S&P 500 Index, holding roughly 500 of the largest domestic companies. While they share the same objective, differences in cost, liquidity, and fund age set VOO and SPY apart for different investor types. Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield. Continue reading
Diamondback Energy Inc. , one of the biggest US shale producers, predicts that drillers will add as many as 30 rigs to America’s most prolific oil field by the end of the year as the Iran war sends crude prices soaring. That would equate to a jump in activity of more than 10% over the next eight months, based on Baker Hughes Co. data showing 241 rigs in the West Texas and New Mexico basin as of la...
Diamondback Energy Inc. , one of the biggest US shale producers, predicts that drillers will add as many as 30 rigs to America’s most prolific oil field by the end of the year as the Iran war sends crude prices soaring. That would equate to a jump in activity of more than 10% over the next eight months, based on Baker Hughes Co. data showing 241 rigs in the West Texas and New Mexico basin as of last week. The increase would end a three-year decline in activity there, a drop that had been spurred by industry consolidation and improved drilling efficiency . International crude prices have climbed by more than 50% since the US-Israel war with Iran began in late February. With the Strait of Hormuz — a vital waterway for energy shipments — effectively shut, global inventories are depleting rapidly. But as the US becomes the world’s oil supplier of last resort, its producers are struggling to keep up and domestic stockpiles are also dwindling. “It’s obviously a very serious situation with a lot of oil supply off the market,” Chief Executive Officer Kaes Van’t Hof told analysts and investors Tuesday on a conference call. “If that isn’t a signal to grow production in an advantaged area like the Permian Basin, then I don’t know what is.” Read more: US Is Oil Supplier of Last Resort as Hormuz Disruptions Worsen The Midland, Texas-based company, which has one of the largest positions in the Permian, earlier announced that it’s adding as many as three rigs there itself this year. Diamondback is “hearing in the field and in Midland” that closely held operators are already boosting rigs, Van’t Hof said Tuesday. Diamondback’s boss is the latest US oil executive to warn that global crude markets are nearing an inflection point as stockpiles are drained. “That means the US barrel is more is more important than it’s ever been,” Van’t Hof said.
At Holdings Channel, we have reviewed the latest batch of the 62 most recent 13F filings for the 03/31/2026 reporting period, and noticed that Taiwan Semiconductor Manufacturing Co., Ltd. (Symbol: TSM) was held by 20 of these funds. When hedge fund managers appear to be thinking
At Holdings Channel, we have reviewed the latest batch of the 62 most recent 13F filings for the 03/31/2026 reporting period, and noticed that Taiwan Semiconductor Manufacturing Co., Ltd. (Symbol: TSM) was held by 20 of these funds. When hedge fund managers appear to be thinking
Earnings Call Insights: Pediatrix Medical Group (MD) Q1 2026 Management View “We were pleased with our strong first quarter results driven by top line growth with adjusted EBITDA coming in at $58 million,” and “we saw strong pricing that outpaced a modest decline in same unit volumes across our service lines,” while adding that “recent volume results don't show a trend.” (CEO & Executive Chairman ...
Earnings Call Insights: Pediatrix Medical Group (MD) Q1 2026 Management View “We were pleased with our strong first quarter results driven by top line growth with adjusted EBITDA coming in at $58 million,” and “we saw strong pricing that outpaced a modest decline in same unit volumes across our service lines,” while adding that “recent volume results don't show a trend.” (CEO & Executive Chairman Mark Ordan) “Given the uncertainty of whether we will experience this headwind and since it's still early in the year, we are reaffirming our full 2026 outlook of $280 million to $300 million in adjusted EBITDA.” (CEO & Executive Chairman Ordan) “Our consolidated revenue increase was driven by same unit growth of just under 3% and net non-same unit activity of about $6 million, including growth from recent acquisitions and organic growth, which was partially offset by decreases in revenue from our portfolio restructuring.” (Executive VP, Treasurer & CFO Kasandra Rossi) “Pricing growth of 4% was driven by solid RCM cash collections, increases in contract administrative fees, favorable payer mix and increased patient acuity in neonatology, while we saw volume declines across our service lines during the quarter, including NICU days that were down about 1%.” (CFO Rossi) “We used $130 million in operating cash flow in the first quarter,” and “we also deployed $21 million of capital during the quarter to buy 1 million shares of our stock leaving us with 82 million shares outstanding,” ending with “cash of just over $200 million and net debt of just over $385 million.” (CFO Rossi) “In the first quarter, we announced the 2 extraordinary physician leaders from the top of academic medicine are joining Pediatrix,” naming “Dr. Jim Barry, Chief Clinical Quality and Transformation Officer; and Dr. Jochen Profit as Chief Quality Adviser.” (CEO & Executive Chairman Ordan) “In our filing this morning, we announced that Mary Ann will be leaving her role and retiring before the end of the ye...
Shares of Ambev SA, the Brazilian unit of Anheuser-Busch InBev NV, soared the most in nearly 27 years after stronger-than-expected beer volumes in the South American nation drove a beat in first quarter earnings. The stock climbed as much as 16% in Sao Paulo on Tuesday, marking its biggest intraday advance since July 1999. Adjusted earnings before interest, taxes, depreciation and amortization tot...
Shares of Ambev SA, the Brazilian unit of Anheuser-Busch InBev NV, soared the most in nearly 27 years after stronger-than-expected beer volumes in the South American nation drove a beat in first quarter earnings. The stock climbed as much as 16% in Sao Paulo on Tuesday, marking its biggest intraday advance since July 1999. Adjusted earnings before interest, taxes, depreciation and amortization totaled 7.6 billion reais ($1.5 billion), translating into a 33.6% Ebitda margin. Beer volumes in Brazil grew 1.2%, hitting a record for a first quarter. The increase beat all eight analyst estimates tracked by Bloomberg, which had pointed to a 1.5% decline. Pricing also remained strong, with net revenue earned for every 100 liters of beer sold rising 8% year over year, the company said in a filing. “For the first time in a while, this is a quarter that should drive positive earnings revisions,” Bradesco BBI analyst Henrique Brustolin wrote in a report. “In 1Q26, volumes grew on tough comps and pricing came through without hurting share, which support the view that the company’s portfolio in Brazil Beer is now stronger than it had been in a long time.” Read more: AB InBev Volumes Return to Growth on Resilient Beer Demand The beat in beer volumes in Latin America’s largest economy comes as producers of alcoholic drinks have long been grappling with a consumer pullback due to concerns about cost and negative health impacts. In its earnings release, the company said it continues to develop segments shaping the future of the industry, including its balanced choices and non-alcoholic beer portfolios. The brewer is now eyeing the upcoming FIFA World Cup as its next big tailwind to boost beer sales. “For at least the past three quarters, our sense has been that expectations had been reset so low that Ambev no longer needed to do much to beat them,” wrote BTG Pactual analyst Thiago Duarte in a report. “In 1Q26, however, Ambev appears to have delivered the full package: solid pricing c...
Jim Cramer on Sunday argued that the latest wave of Big Tech earnings proves aggressive artificial intelligence (AI) and data center spending is fueling competitive advantage rather than creating a dangerous market bubble. Cramer Rejects AI Bubble Narrative After Big Tech Earnings In a detailed analysis published on CNBC, Cramer pushed back against mounting concerns that hyperscaler spending on AI...
Jim Cramer on Sunday argued that the latest wave of Big Tech earnings proves aggressive artificial intelligence (AI) and data center spending is fueling competitive advantage rather than creating a dangerous market bubble. Cramer Rejects AI Bubble Narrative After Big Tech Earnings In a detailed analysis published on CNBC, Cramer pushed back against mounting concerns that hyperscaler spending on AI infrastructure is overheated, saying the latest quarterly results show the opposite. "I am growing
Transocean shares are down 7% on Tuesday after reporting a surprise loss in the first quarter. While the company topped revenue estimates in the reported quarter, it also issued an in-line outlook for the current quarter. The company posted an adjusted EPS loss of $0.03, missing estimates by $0.11. Revenue rose 19.3% year-over-year to $1.08B, beating expectations by $48.3M, supported by strong rev...
Transocean shares are down 7% on Tuesday after reporting a surprise loss in the first quarter. While the company topped revenue estimates in the reported quarter, it also issued an in-line outlook for the current quarter. The company posted an adjusted EPS loss of $0.03, missing estimates by $0.11. Revenue rose 19.3% year-over-year to $1.08B, beating expectations by $48.3M, supported by strong revenue efficiency of 97.3% and improved rig utilization. The company guided second-quarter contract drilling revenue to $930M to $970M, compared with estimates of $967M. “Recent global events clearly underscore the importance of secure and reliable hydrocarbon supply. We continue to believe that we are in the early days of a multi-year upcycle with increasing demand for offshore exploration and development drilling services," said CEO Keelan Adamson. The CEO highlighted that new and extended contracts across five rigs added $1.6B in backlog, bringing total backlog to $7.1B. Transocean also strengthened its balance sheet, retiring $358M of debt tied to its Deepwater Titan notes, reducing future interest expense. More on Transocean Transocean: No Longer Distressed, No Longer Cheap Transocean: Rising Day Rates And Cash Flows Mean I'm Getting On Board Transocean: A Long-Term Structural Play On Deepsea Drilling Revival Transocean Non-GAAP EPS of -$0.03 misses by $0.11, revenue of $1.08B beats by $50M Transocean awarded five-well drillship deal worth $158M
Two-month-old Elmer, painstakingly saved by canola oil baths, finds home with volunteer Leah Owens, 72 A two-month-old kitten whose life was saved when he was rescued from a bucket of glue has bonded with the foster parent who helped him to recover – and is sticking with her permanently. Staff at the Humane Society of North Texas say they were swamped with applications to adopt tiny Elmer after th...
Two-month-old Elmer, painstakingly saved by canola oil baths, finds home with volunteer Leah Owens, 72 A two-month-old kitten whose life was saved when he was rescued from a bucket of glue has bonded with the foster parent who helped him to recover – and is sticking with her permanently. Staff at the Humane Society of North Texas say they were swamped with applications to adopt tiny Elmer after the non-profit shared on social media in mid-April the story of how the cat was found dehydrated and close to death in a pot of glue – before being painstakingly nursed back to health with canola oil baths and hours of massages. Continue reading...
Alito Punches Back After Ketanji Insult Following SCOTUS Decision On Voting Rights Authored by Amy Howe via scotusblog.com, The Supreme Court on Monday night granted a request to immediately finalize its opinion in Louisiana v. Callais , in which it struck down that state’s congressional map, to allow Louisiana to draw a new map in time for the 2026 elections. [ZH: Democrats are raging as] that ma...
Alito Punches Back After Ketanji Insult Following SCOTUS Decision On Voting Rights Authored by Amy Howe via scotusblog.com, The Supreme Court on Monday night granted a request to immediately finalize its opinion in Louisiana v. Callais , in which it struck down that state’s congressional map, to allow Louisiana to draw a new map in time for the 2026 elections. [ZH: Democrats are raging as] that map is expected to favor Republicans, who currently hold four of the state’s six seats in the U.S. House of Representatives but could pick up one or even two more under a revised map. The United States Supreme Court, in the eyes of America and the world. pic.twitter.com/xerjBPgDz4 — Bill Madden (@maddenifico) May 1, 2026 The court’s decision drew sharp criticism from Justice Ketanji Brown Jackson, the lone dissenter . Jackson argued that the court’s ruling “has spawned chaos in the State of Louisiana.” Justice Samuel Alito, joined by Justices Clarence Thomas and Neil Gorsuch, wrote a concurring opinion that responded to Jackson with equally sharp words , countering that her rhetoric “lacks restraint.” 🚨 JUSTICE SAMUEL ALITO HAS HAD IT WITH KETANJI BROWN JACKSON Joined by Clarence Thomas and Neil Gorsuch, Alito EVISCERATED Jackson for her combative and "insulting" dissent: "Instead the dissent offers 2 reasons for its proposed course of action. One is TRIVIAL at best, and… pic.twitter.com/u4idr8ALPT — Eric Daugherty (@EricLDaugh) May 5, 2026 In an unsigned, one-paragraph order , the court explained that, to give the losing party time to ask the justices to reconsider their decision, the Supreme Court’s clerk normally waits 32 days after a decision is issued before sending a copy of the opinion and the judgment to the lower court. But, the court wrote, in this case the Black voters defending the map at the center of the dispute “have not expressed any intent to ask this Court to reconsider its judgment.” The court issued its decision in Louisiana v. Callais on Wednesday, April ...
Key PointsGratus Wealth Advisors sold 164,630 shares of QQEW -- worth an estimated $22.3 million based on average closing prices for the quarter -- reducing its stake by more than 60%.
Key PointsGratus Wealth Advisors sold 164,630 shares of QQEW -- worth an estimated $22.3 million based on average closing prices for the quarter -- reducing its stake by more than 60%.