quantic69 Dell Technologies ( DELL ) on Monday said its board has unanimously approved a proposal to change its state of incorporation from Delaware to Texas. The company said it will ask shareholders to approve the redomestication at its annual meeting on June 25. Dell added the move would not affect its business operations, management, strategy or employee locations. DELL -0.11% after hours to $...
quantic69 Dell Technologies ( DELL ) on Monday said its board has unanimously approved a proposal to change its state of incorporation from Delaware to Texas. The company said it will ask shareholders to approve the redomestication at its annual meeting on June 25. Dell added the move would not affect its business operations, management, strategy or employee locations. DELL -0.11% after hours to $211.40 . Source: Press Release More on Dell Dell's Shift Is Bigger Than The Rally Suggests Dell's AI Moment: Why Inference And CPUs (Not GPUs), Is Driving The Next Growth Cycle Dell: A Value Stock Multiple On An AI Growth Business Trust3 AI, Dell partner on AI-ready data lakehouse infrastructure Dell, HP Enterprise in focus as BofA ups price targets on agentic AI boost
American Express (Amex) is building a system that lets AI agents shop and pay on behalf of users — but right now it’s only within its own payment network, and still involves a black box that could hinder trust and auditability. Amex already participates in agentic commerce protocol projects, especially Google’s Agent Pay Protocol (AP2) , which focuses on interoperability. Amex’s Agentic Commerce E...
American Express (Amex) is building a system that lets AI agents shop and pay on behalf of users — but right now it’s only within its own payment network, and still involves a black box that could hinder trust and auditability. Amex already participates in agentic commerce protocol projects, especially Google’s Agent Pay Protocol (AP2) , which focuses on interoperability. Amex’s Agentic Commerce Experiences (ACE) developer kit, on the other hand, touches on something most protocols currently lack: Full transaction control in the payment layer. But it still isn't completely transparent in how it handles validation. ACE uses a closed-loop system — serving as both the card issuer and the payment network — to validate agent-led transactions. Luke Gebb, Amex's EVP and global head of innovation, told VentureBeat that the company believes this model is the missing piece in agentic commerce. “Some of what is missing so far is the perspective of a company like ours: We feel that trust and security are critical to advancing this space,” Gebb said. “This is really the first time that an issuer is coming to the table.” Amex sits in that interesting space: Unlike other financial institutions or card providers like Chase or Bank of America, Amex can route transactions through its American Express Network. Visa and Mastercard are two of the most well-known payment networks, but these companies don’t issue cards themselves and must work with a bank. The continued black box of agentic commerce The ACE kit is just one approach to addressing some of agentic commerce’s biggest problems: trust, control, accountability, validation, and security. Consumers generally don’t want rogue agents to run away with their bank accounts and start buying things. Merchants don’t want to be stuck with unpaid items. Banks don’t want to deal with an influx of chargebacks and the potential for fraud. Projects like the ACE kit aim to build trust and accountability by verifying an agent’s identity and goals...
Seeking Alpha Seeking Alpha More on Palantir Palantir Stock Faces A Post-Earnings Decline May The Fourth Be With Palantir (Earnings Preview) Palantir Q1 Earnings Preview: A Make Or Break Moment For The Bull Case Palantir Technologies perks up as Q1 results, guidance top Wall Street's forecast Palantir Non-GAAP EPS of $0.33 beats by $0.05, revenue of $1.63B beats by $90M
Seeking Alpha Seeking Alpha More on Palantir Palantir Stock Faces A Post-Earnings Decline May The Fourth Be With Palantir (Earnings Preview) Palantir Q1 Earnings Preview: A Make Or Break Moment For The Bull Case Palantir Technologies perks up as Q1 results, guidance top Wall Street's forecast Palantir Non-GAAP EPS of $0.33 beats by $0.05, revenue of $1.63B beats by $90M
Boise Cascade press release ( BCC ): Q1 GAAP EPS of $0.50. Revenue of $1.49M. Boise Cascade ended first quarter 2026 with $338.7 million of cash and cash equivalents and $395.1 million of undrawn committed bank line availability, for total available liquidity of $733.8 million. The Company had $452.5 million of outstanding debt at March 31, 2026. Capital Allocation We expect capital expenditures i...
Boise Cascade press release ( BCC ): Q1 GAAP EPS of $0.50. Revenue of $1.49M. Boise Cascade ended first quarter 2026 with $338.7 million of cash and cash equivalents and $395.1 million of undrawn committed bank line availability, for total available liquidity of $733.8 million. The Company had $452.5 million of outstanding debt at March 31, 2026. Capital Allocation We expect capital expenditures in 2026, excluding potential acquisition spending, to total approximately $150 million to $170 million. More on Boise Cascade Boise Cascade Company 2025 Q4 - Results - Earnings Call Presentation Boise Cascade Company (BCC) Q4 2025 Earnings Call Transcript Boise Cascade: Expect Short-Term Pain, But Long-Term Gain Boise Cascade Q1 2026 Earnings Preview Boise Cascade pleads guilty, fined $6.38M by DoJ in timber trafficking scheme
Innovative Industrial Properties press release ( IIPR ): Q1Normalized FFO of $1.78. Revenue of $69M (-3.8% Y/Y) beats by $2.76M . Adjusted funds from operations ("AFFO") of $53.4 million, or $1.88 per share. Declared dividends to common stockholders totaling $1.90 per share. Since its inception, IIP has paid over $1.1 billion in common stock dividends to its stockholders. More on Innovative Indust...
Innovative Industrial Properties press release ( IIPR ): Q1Normalized FFO of $1.78. Revenue of $69M (-3.8% Y/Y) beats by $2.76M . Adjusted funds from operations ("AFFO") of $53.4 million, or $1.88 per share. Declared dividends to common stockholders totaling $1.90 per share. Since its inception, IIP has paid over $1.1 billion in common stock dividends to its stockholders. More on Innovative Industrial Properties Innovative Industrial Properties: Deeply Undervalued As Cannabis Rescheduling Hits Milestone Innovative Industrial Properties: Buybacks, Tenant Resolutions, And The Future Of The 14.7% Dividend Yield Innovative Industrial Properties: Attractive Business, But High Oil Prices Could Be A Problem Innovative Industrial Properties Q1 2026 Earnings Preview Top dividend-paying real estate stocks stand out during geopolitical uncertainty
CRISPR Therapeutics press release ( CRSP ): Q1 GAAP EPS of -$1.28 misses by $0.02 . Revenue of $1.46M (+69.8% Y/Y) in-line. Cash, cash equivalents, and marketable securities were $2,441.8 million as of March 31, 2026, compared to $1,975.8 million as of December 31, 2025. The increase in cash was primarily driven by net proceeds of $585.4 million from the issuance of convertible senior notes in Mar...
CRISPR Therapeutics press release ( CRSP ): Q1 GAAP EPS of -$1.28 misses by $0.02 . Revenue of $1.46M (+69.8% Y/Y) in-line. Cash, cash equivalents, and marketable securities were $2,441.8 million as of March 31, 2026, compared to $1,975.8 million as of December 31, 2025. The increase in cash was primarily driven by net proceeds of $585.4 million from the issuance of convertible senior notes in March 2026, offset by operating expenses. More on CRISPR Therapeutics CRISPR Therapeutics AG (CRSP) Presents at 25th Annual Needham Virtual Healthcare Conference Transcript A Turning Point For CRISPR Therapeutics As Commercial Growth Accelerates I Expect Crispr Therapeutics To Break Out As 2026 Revenue Exceeds Expectations Cathie Wood's weekly recap: adds JOBY, CRSP, TEM, sells TER, TXG, CRCL CRISPR Therapeutics prices upsized $550M convertible debt offering
Data analytics company Palantir Technologies (NASDAQ:PLTR) reported Q1 CY2026 results exceeding the market’s revenue expectations, with sales up 84.7% year on year to $1.63 billion. On top of that, next quarter’s revenue guidance ($1.80 billion at the midpoint) was surprisingly good and 7.4% above what analysts were expecting. Its non-GAAP profit of $0.33 per share was 18.1% above analysts’ consen...
Data analytics company Palantir Technologies (NASDAQ:PLTR) reported Q1 CY2026 results exceeding the market’s revenue expectations, with sales up 84.7% year on year to $1.63 billion. On top of that, next quarter’s revenue guidance ($1.80 billion at the midpoint) was surprisingly good and 7.4% above what analysts were expecting. Its non-GAAP profit of $0.33 per share was 18.1% above analysts’ consensus estimates.
Pawarun/iStock via Getty Images Onsemi ( ON ) reported its first quarter 2026 financial results after the markets closed on Monday. Shares were down about 4% during early post-market trading, but they've increased by 88% year to date. For the quarter ended March 31, the Arizona-based firm reported adjusted earnings per share of $0.64 versus the consensus estimate of $0.62. It reported a GAAP loss ...
Pawarun/iStock via Getty Images Onsemi ( ON ) reported its first quarter 2026 financial results after the markets closed on Monday. Shares were down about 4% during early post-market trading, but they've increased by 88% year to date. For the quarter ended March 31, the Arizona-based firm reported adjusted earnings per share of $0.64 versus the consensus estimate of $0.62. It reported a GAAP loss per share of $0.08 compared to the loss per share of $1.15 during the same quarter in 2025. Revenue for the quarter increased 5% year over year to $1.51B, which was more than the $1.49B consensus. The revenue growth was led by the company's Power Solutions segment, which increased 14% year over year to $736.6M. Its Analog and Mixed-Signal segment declined 4.6%, and the Intelligent Sensing segment increased by 0.9%. Its first-quarter adjusted gross margin of 38.5% matched the estimate but was down from the 40% reported in the same quarter last year. For the quarter in progress, Onsemi expects revenue to range from $1.54B to $1.64B, which clears the $1.53B consensus. It projects its adjusted EPS to range from $0.65 to $0.77, with a midpoint of $0.71, which is more than the $0.67 estimate. The company said its adjusted gross margin will likely range from 38% to 40% versus the 38.8% estimate. The company also repurchased $346M of shares during the first quarter. "Our AI data center business accelerated, growing more than 30% sequentially," said Onsemi CEO Hassane El‑Khoury. "Looking ahead, we are encouraged by the underlying health of the business and the long‑term opportunities driven by increasing semiconductor content in automotive, industrial, and AI data center applications." "With our operational improvements, we delivered strong operating leverage in our business with a 10% year-over-year increase in operating income, outpacing revenue growth by two times," added CFO Thad Trent. "The strength of our portfolio and optimized cost structure position us to accelerate margins...
Gary Yeowell/DigitalVision via Getty Images Over the last couple of weeks, I have been looking for solid options for value investing overseas. I rarely buy individual foreign stocks, so ETFs are preferred. My first analysis covered the Cambria Global Value ETF ( GVAL ), an actively managed fund that invests primarily in emerging markets . I rated the fund as a Hold with some concerns about the ris...
Gary Yeowell/DigitalVision via Getty Images Over the last couple of weeks, I have been looking for solid options for value investing overseas. I rarely buy individual foreign stocks, so ETFs are preferred. My first analysis covered the Cambria Global Value ETF ( GVAL ), an actively managed fund that invests primarily in emerging markets . I rated the fund as a Hold with some concerns about the risks involved in ownership of stocks in less developed countries. A few days later, I wrote about the First Eagle Overseas Equity ETF ( FEOE ), giving it a similar rating . While the fund had strong recent returns, its short track record dampened some of my enthusiasm for its future results. My final candidate from the international value space is the DFA Dimensional International Value ETF ( DFIV ). Also, actively managed , the fund has a history that dates back to 1999. While no fund is perfect, DFIV certainly checks more boxes for me than GVAL or FEOE. Its strong recent returns and the characteristics of the stocks in its portfolio paint the picture of a fund that is well-positioned for success in the remainder of this year. I consider the DFA Dimensional International Value ETF to be a Buy for the reasons discussed below. ETF Overview Managed by Dimensional Fund Advisors, the DFA Dimensional International Value ETF has the stated objective of achieving “long-term capital appreciation while minimizing federal income taxes on returns.” The fund uses the MSCI World ex USA Value Index as its benchmark and generally holds 500 to 600 stocks in its portfolio. Dimensional uses traditional value metrics like price-to-book value and price-to-cash flow to identify the best candidates for selection in its portfolio, but it also factors in profitability and earnings growth to avoid the collection of “value traps.” When compared to its benchmark, the holdings in DFIV have a slightly lower market cap but also a lower price-to-book ratio. DFIV Fact Sheet As of May 3, DFIV had $19.3 billi...