Massimo Giachetti/iStock Editorial via Getty Images AMC Entertainment ( AMC ) is set to report Q1 earnings on Tuesday, May 5, after market close, with investors focused on whether improving box office trends can translate into sustained revenue growth and narrowing losses. The consensus calls for a loss of $0.34 per share , an improvement of about 41% year over year, on revenue of roughly $968.85M...
Massimo Giachetti/iStock Editorial via Getty Images AMC Entertainment ( AMC ) is set to report Q1 earnings on Tuesday, May 5, after market close, with investors focused on whether improving box office trends can translate into sustained revenue growth and narrowing losses. The consensus calls for a loss of $0.34 per share , an improvement of about 41% year over year, on revenue of roughly $968.85M, up 12.3% from a year ago. AMC has a strong track record of beating expectations, topping EPS estimates 75% of the time and revenue estimates 88% over the past two years. Estimate revisions have been mixed heading into the print, with EPS seeing one upward and two downward revisions over the past three months, while revenue estimates have seen three upward and three downward changes. In the previous quarter, AMC delivered a top- and bottom-line beat as North American box office trends improved. However, revenue still declined 1.4% year over year to $1.29B, while net loss narrowed to $127.4M, or $0.25 per share, from $135.6M, or $0.35 per share, a year earlier—highlighting ongoing pressure despite signs of recovery. Shares are down over 2% year to date but saw a recent boost following strong Easter weekend attendance, signaling improving demand for theatrical releases. " AMC Entertainment Holdings, Inc., surged 12.5% after record Easter weekend attendance and revenue, signaling renewed box office strength," Seeking Alpha analyst Daniel Jones said. Jones noted that while improving industry trends and cost discipline could support the stock if momentum holds, risks tied to debt levels and cash flow remain. The firm also signaled improving momentum earlier this year. In January, CEO Adam Aron said Q1 box office was running about 9% ahead of last year, adding that a stronger film slate could drive meaningful industry growth through 2026. More on AMC AMC Entertainment Put On A Great Show AMC: Another Reverse Split Possible AMC Entertainment Holdings, Inc. (AMC) Q4 2025 Earnings ...
A cluster of companies led by artificial-intelligence chipmaker Cerebras Systems Inc. started formally marketing their US IPOs Monday, as firms weighing second-quarter debuts look to get ahead of SpaceX ’s potentially record-breaking listing. Initial public offerings by firms ranging from Blackstone Inc. ’s data-center acquisition vehicle to KKR & Co. -backed emergency medical services provider GM...
A cluster of companies led by artificial-intelligence chipmaker Cerebras Systems Inc. started formally marketing their US IPOs Monday, as firms weighing second-quarter debuts look to get ahead of SpaceX ’s potentially record-breaking listing. Initial public offerings by firms ranging from Blackstone Inc. ’s data-center acquisition vehicle to KKR & Co. -backed emergency medical services provider GMR Solutions Inc. could raise as much as $7.7 billion, adding to an expected $1.03 billion of listings already being pitched to investors. If they all raise the maximum amount cited in their filings with the US Securities and Exchange Commission, the total for the first half of 2026, including financial vehicles such as blank-check firms, would be $49.3 billion, data compiled by Bloomberg show. That would be the most raised via US listings over two consecutive quarters since the latter half of 2021, the data show — even before SpaceX’s debut, in which the company has targeted raising as much as $75 billion. “The market continues to be constructive and when the market is there people are obviously jumping to get through that window,” said Davis Polk & Wardwell partner Michael Kaplan . “As long as the market continues to work like it is, we expect things to stay busy.” Companies are seizing what may prove to be a short-lived opportunity to go public in favorable conditions. Markets have shrugged off uncertainty around the Iran war, with the S&P 500 Index posting five consecutive weeks of gains. Listing candidates are also facing so-called financial staleness later in May, when they need to refresh their revenue and profitability data in order to keep their regulatory filings up to date — a requirement for going public. “Companies want to go public ahead of big deals like SpaceX and nobody wants to be in the shadow of a giant IPO,” said Jeff Zell, senior research analyst at IPO Boutique. “That said, we have also been in a period where the pipeline has been backlogged not only f...
We are buying 50 shares of Cardinal Health at roughly $199. Following the trade, Jim Cramer's Charitable Trust will own 525 shares of CAH, increasing its weight in the portfolio to 2.75% from 2.50%. We're picking up some shares of Cardinal Health following last week's post-earnings decline . This buy is consistent with what we discussed on Friday morning when we were restricted from trading the st...
We are buying 50 shares of Cardinal Health at roughly $199. Following the trade, Jim Cramer's Charitable Trust will own 525 shares of CAH, increasing its weight in the portfolio to 2.75% from 2.50%. We're picking up some shares of Cardinal Health following last week's post-earnings decline . This buy is consistent with what we discussed on Friday morning when we were restricted from trading the stock. While we were disappointed with a few aspects of Cardinal's quarterly report — including the revenue miss and $184 million of impairment charges for its Navista and ION reporting unit — we're buying shares because both management and the analyst community are confident in Cardinal's continued ability to grow earnings per share in the low-to-mid teens over the long term. Many analysts raised their fiscal year 2027 earnings per share estimate after the report, which was for Cardinal's fiscal 2026 third quarter. The 2027 EPS consensus on FactSet increased to $11.91 from about $11.60 before the release. The negative price action combined with the higher earnings estimates means the stock is much cheaper Monday than it was one week ago. As we pointed out Friday, shares are now trading at roughly 16.5 times the next 12 months' estimates, according to FactSet. That's down from about 20 times earnings in early March when we took our stake. With Cardinal Health shares trading at a mid-teens price-to-earnings multiple looking out one year, we find the valuation attractive. (Jim Cramer's Charitable Trust is long CAH. See here for a full list of the stocks.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITION...
PJT Partners Chair and CEO Paul Taubman says M&A activity isn't accelerating but at healthy levels. Speaking with Bloomberg's Dani Burger at the Milken Institute Global Conference in Beverly Hills, California, Taubman calls the private credit market’s issues a “public relations” challenge. (Source: Bloomberg)
PJT Partners Chair and CEO Paul Taubman says M&A activity isn't accelerating but at healthy levels. Speaking with Bloomberg's Dani Burger at the Milken Institute Global Conference in Beverly Hills, California, Taubman calls the private credit market’s issues a “public relations” challenge. (Source: Bloomberg)
Eli Lilly ( LLY ) declares $1.73/share quarterly dividend , in line with previous. Forward yield 0.72% Payable June 10; for shareholders of record May 15; ex-div May 15. See LLY Dividend Scorecard, Yield Chart, & Dividend Growth. More on Eli Lilly Eli Lilly and Company 2026 Q1 - Results - Earnings Call Presentation Eli Lilly: Buying Opportunity Knocking On The Front Door Again (Rating Upgrade) Eli...
Eli Lilly ( LLY ) declares $1.73/share quarterly dividend , in line with previous. Forward yield 0.72% Payable June 10; for shareholders of record May 15; ex-div May 15. See LLY Dividend Scorecard, Yield Chart, & Dividend Growth. More on Eli Lilly Eli Lilly and Company 2026 Q1 - Results - Earnings Call Presentation Eli Lilly: Buying Opportunity Knocking On The Front Door Again (Rating Upgrade) Eli Lilly and Company (LLY) Q1 2026 Earnings Call Transcript Lilly shares under pressure after serious Foundayo adverse event report Most and least shorted mid-to mega-cap healthcare stocks in May
Colgate-Palmolive (NYSE:CL) stock picked up a fresh price target raise from JPMorgan on Monday, May 4, with the firm lifting its target to $96 from $95 while maintaining its Overweight rating. The thesis is straightforward: a higher share of sales from faster-growing emerging markets positions Colgate to outperform consumer staples peers tilted toward developed markets. ... JPMorgan Lifts Colgate ...
Colgate-Palmolive (NYSE:CL) stock picked up a fresh price target raise from JPMorgan on Monday, May 4, with the firm lifting its target to $96 from $95 while maintaining its Overweight rating. The thesis is straightforward: a higher share of sales from faster-growing emerging markets positions Colgate to outperform consumer staples peers tilted toward developed markets. ... JPMorgan Lifts Colgate Price Target to $96: Why Emerging Markets Are Powering the Defensive Trade
HJBC/iStock Editorial via Getty Images Introduction I don’t remember an earnings season so heavy on the headlines. It really seems that this time around, something out of the ordinary had happened, and the market reacted positively. Many of the Mag 7 stocks gained on the day of the earnings, and Amazon.com, Inc. ( AMZN ) was not an exception. Today I want to take a look at this quarter and to expl...
HJBC/iStock Editorial via Getty Images Introduction I don’t remember an earnings season so heavy on the headlines. It really seems that this time around, something out of the ordinary had happened, and the market reacted positively. Many of the Mag 7 stocks gained on the day of the earnings, and Amazon.com, Inc. ( AMZN ) was not an exception. Today I want to take a look at this quarter and to explain why it was different from everything we’ve seen before. Data by YCharts Before I jump straight to it, I have a short disclaimer to make. I’m an Amazon shareholder myself, and this stock has long been one of my highest-conviction picks, even though it is underperforming the S&P 500 ( SP500 ) over the last 5 years. I like how this company spreads into different sectors and industries, and I think this approach is central to preserving growth and to ensure staying far from a ceiling, and this is why I am planning on holding Amazon for a long time. It is impossible to discuss this company in one article, and if I tried to do so, I’d end up writing a book, possibly in a few parts. That’s why today, I’ll focus on the main financial metrics, without deeply discussing side projects, like LEO and communication , EVs , humanoids , etc. If you’re curious about any of those, you can read my previous articles, where I discuss most of Amazon's initiatives in great detail. Previous Coverage What This Quarter Meant For The Overall Market It’s probably not a secret that the market has been rallying since the temporary ceasefire in Iran began. It is related to the lower geopolitical fear level and higher certainty, but also to a rebound of AI stocks after they were suppressed by the AI fears in the second half of 2025 and at the beginning of 2026. Right now, these companies outperform the S&P 500 ( SP500 ), and it is not surprising to see, as this quarter has revealed, that all of this AI frenzy hasn’t been for nothing, and hyperscalers indeed start seeing higher revenue growth rates tha...
HJBC/iStock Editorial via Getty Images Introduction I don’t remember an earnings season so heavy on the headlines. It really seems that this time around, something out of the ordinary had happened, and the market reacted positively. Many of the Mag 7 stocks gained on the day of the earnings, and Amazon.com, Inc. ( AMZN ) was not an exception. Today I want to take a look at this quarter and to expl...
HJBC/iStock Editorial via Getty Images Introduction I don’t remember an earnings season so heavy on the headlines. It really seems that this time around, something out of the ordinary had happened, and the market reacted positively. Many of the Mag 7 stocks gained on the day of the earnings, and Amazon.com, Inc. ( AMZN ) was not an exception. Today I want to take a look at this quarter and to explain why it was different from everything we’ve seen before. Data by YCharts Before I jump straight to it, I have a short disclaimer to make. I’m an Amazon shareholder myself, and this stock has long been one of my highest-conviction picks, even though it is underperforming the S&P 500 ( SP500 ) over the last 5 years. I like how this company spreads into different sectors and industries, and I think this approach is central to preserving growth and to ensure staying far from a ceiling, and this is why I am planning on holding Amazon for a long time. It is impossible to discuss this company in one article, and if I tried to do so, I’d end up writing a book, possibly in a few parts. That’s why today, I’ll focus on the main financial metrics, without deeply discussing side projects, like LEO and communication , EVs , humanoids , etc. If you’re curious about any of those, you can read my previous articles, where I discuss most of Amazon's initiatives in great detail. Previous Coverage What This Quarter Meant For The Overall Market It’s probably not a secret that the market has been rallying since the temporary ceasefire in Iran began. It is related to the lower geopolitical fear level and higher certainty, but also to a rebound of AI stocks after they were suppressed by the AI fears in the second half of 2025 and at the beginning of 2026. Right now, these companies outperform the S&P 500 ( SP500 ), and it is not surprising to see, as this quarter has revealed, that all of this AI frenzy hasn’t been for nothing, and hyperscalers indeed start seeing higher revenue growth rates tha...
LAGRANGE, GA / ACCESS Newswire / May 4, 2026 / Groundswell is expanding access to energy affordability in LaGrange, Georgia, with support from Google, as part of a broader announcement tied to Google's new data center investment in the community. ...
LAGRANGE, GA / ACCESS Newswire / May 4, 2026 / Groundswell is expanding access to energy affordability in LaGrange, Georgia, with support from Google, as part of a broader announcement tied to Google's new data center investment in the community. ...
Pirates Of The Arabian By Stefan Koopman, senior macro strategist at Rabobank “We landed on top of it. We took over the ship, the cargo, the oil. It’s a very profitable business… We’re like pirates.” President Trump’s remarks were, once again, strikingly blunt and unfiltered, to the point of sounding almost satirical. Yet the irony is real. The US president was openly acknowledging that American n...
Pirates Of The Arabian By Stefan Koopman, senior macro strategist at Rabobank “We landed on top of it. We took over the ship, the cargo, the oil. It’s a very profitable business… We’re like pirates.” President Trump’s remarks were, once again, strikingly blunt and unfiltered, to the point of sounding almost satirical. Yet the irony is real. The US president was openly acknowledging that American naval power in the Arabian Sea is now being used in ways that mirror the practices it was once built to suppress. Negotiating with pirates is difficult. While this weekend’s headlines finally hint at diplomacy between the US and Iran, the gap between their positions appears wider than the Strait itself. Iran continues to cling to maximalist demands, while the US rejects them as unacceptable . For now, no credible outlines of a deal have emerged. In the meantime, Washington is trying a different tactic. The US is encouraging neutral commercial vessels to run the blockade, putting Iran’s threats to the test. It has offered to help guide stranded ships through the Strait by sharing information on safer transit routes (e.g. no mines) and, potentially, insurance support. Although US navy vessels may operate nearby, this falls short of formal military escorts, which would likely violate the ceasefire . Even so, the approach carries obvious risks, as it could still result in exchanges of fire with Iranian ships, which might then lead to further escalation. From Washington’s perspective, that risk is not entirely unwelcome. Any Iranian attack on neutral shipping would strengthen the US public‑relations case and might make it a bit easier to assemble the international coalition that has so far proven elusive. This is a savvy legal move by Trump. May 1: War Powers letter formally ends hostilities, preserves force posture, asserts Article II constitutional authority. May 3: "Project Freedom" announced as a humanitarian operation, not military. Monday: US Navy escorts neutral… https://t...
Olemedia/E+ via Getty Images Back in August 2025, I published an article introducing the NEOS Bitcoin High Income ETF ( BTCI ). I spoke about how its dynamic covered call strategy turns Bitcoin’s volatility into a steady monthly income stream. At that point, BTCI had already returned 58% since launching in October 2024, was yielding more than 25% annualized, and had gathered over $500 million in a...
Olemedia/E+ via Getty Images Back in August 2025, I published an article introducing the NEOS Bitcoin High Income ETF ( BTCI ). I spoke about how its dynamic covered call strategy turns Bitcoin’s volatility into a steady monthly income stream. At that point, BTCI had already returned 58% since launching in October 2024, was yielding more than 25% annualized, and had gathered over $500 million in assets under management. I was bullish, so much so that I moved half of my Bitcoin allocation into BTCI and rated it a Buy. Since then, the crypto market has not done well. Bitcoin hit an all-time high of $126,210 on October 6, 2025, then sold off sharply, dropping to a local low near $60,000 in February 2026 before bouncing back. This week, it’s trading around $76,000, still about 38–40% below its peak. BTCI fell along with it. But the way it declined and what it kept paying throughout reinforces my conviction. I believe in BTCI and NEOS' strategy. Seeing the strategy being used in other funds, I believe this is a dip that is worth buying into. The upside potential is there for a patient long-term investor, and what it keeps paying throughout reinforces my conviction. I’m more bullish now than I was when I first covered it. How BTCI Has Performed Since My Last Article Bitcoin went on a massive run in October 2025, hit a peak, and has been trending lower ever since. BTCI benefited from that rally. The share price was in the low 60s, and the distributions were at roughly 1.4 dollars per share. When the crypto bear market started, BTCI suffered along with it. Currently trading in the mid-30s and with distributions ranging from 70 to 80 cents, BTCI has fallen a long way. BTCI will perform in line with bitcoin's price action, as BTCI is not designed to protect against bitcoin drawdowns. Seeking Alpha The more important question is how BTCI performed compared to holding bitcoin outright. Over the past year, we see that BTCI is down 14.49% in total return, while BTC is down 18.73%...
Although the shifting AI landscape has spooked Microsoft investors recently, the smart money appears willing to entertain the idea of an MSFT stock comeback.
Although the shifting AI landscape has spooked Microsoft investors recently, the smart money appears willing to entertain the idea of an MSFT stock comeback.
Shares of GE Vernova (NYSE:GEV) have rerated higher as AI data center power demand reignites investor appetite for the picks-and-shovels of the energy transition. That gravity is now pulling smaller renewable names along for the ride, and several still trade under $30, putting exposure within reach of retail investors who missed Vernova’s run. With that ... As GEV Garners Attention Consider These ...
Shares of GE Vernova (NYSE:GEV) have rerated higher as AI data center power demand reignites investor appetite for the picks-and-shovels of the energy transition. That gravity is now pulling smaller renewable names along for the ride, and several still trade under $30, putting exposure within reach of retail investors who missed Vernova’s run. With that ... As GEV Garners Attention Consider These 3 Renewable Energy Stocks Under $30