Explore how Alphabet's (GOOGL) revenue from international markets is changing and the resulting impact on Wall Street's predictions and the stock's prospects.
Explore how Alphabet's (GOOGL) revenue from international markets is changing and the resulting impact on Wall Street's predictions and the stock's prospects.
I keep buying Eli Lilly (NYSE:LLY), and the latest quarter just made it harder to stop. This is a confession of conviction. I have been adding through every dip in 2026, and the most recent earnings report told me the thesis is accelerating. What pulls me back to the buy button is simple. Lilly sits ... This Pharma Stock Keeps Earning My Money, Here’s Why
I keep buying Eli Lilly (NYSE:LLY), and the latest quarter just made it harder to stop. This is a confession of conviction. I have been adding through every dip in 2026, and the most recent earnings report told me the thesis is accelerating. What pulls me back to the buy button is simple. Lilly sits ... This Pharma Stock Keeps Earning My Money, Here’s Why
Advanced Micro (AMD) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.
Advanced Micro (AMD) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.
The jokingly titled "Woodstock for Capitalists" occurred on May 2, the day Berkshire Hathaway 's (NYSE: BRKA) (NYSE: BRKB) annual meeting was held in Omaha. It was vastly different from past annual meetings because the CEO on stage wasn't Warren Buffett. Greg Abel, Buffett's successor, ran the show. Here are three of the most important takeaways for investors. One of the biggest takeaways from Ber...
The jokingly titled "Woodstock for Capitalists" occurred on May 2, the day Berkshire Hathaway 's (NYSE: BRKA) (NYSE: BRKB) annual meeting was held in Omaha. It was vastly different from past annual meetings because the CEO on stage wasn't Warren Buffett. Greg Abel, Buffett's successor, ran the show. Here are three of the most important takeaways for investors. One of the biggest takeaways from Berkshire Hathaway's annual meeting was the ongoing involvement of Warren Buffett. He sat in the front row as Greg Abel led the meeting from the stage. This is an important statement and a testament to Buffett's management skill. He is there to help, if needed, but he is letting Abel do his job as CEO. Image source: The Motley Fool. Continue reading
Can The GOP Oust Thune To Get The SAVE America Act Passed? In 2024, voters handed the Republican Party a trifecta in Washington - the White House, the House, the Senate - and yet one of the most broadly popular pieces of election-integrity legislation in recent memory is collecting dust in the upper chamber. The SAVE America Act would require documentary proof of U.S. citizenship to register to vo...
Can The GOP Oust Thune To Get The SAVE America Act Passed? In 2024, voters handed the Republican Party a trifecta in Washington - the White House, the House, the Senate - and yet one of the most broadly popular pieces of election-integrity legislation in recent memory is collecting dust in the upper chamber. The SAVE America Act would require documentary proof of U.S. citizenship to register to vote in federal elections and mandate photo identification to cast a ballot. It has already passed the House, and polls show that voters across party lines, and even racial lines, support it. It reportedly has the votes to pass in the Senate, but it can’t break the 60-vote threshold to end the filibuster. Republicans have called for nuking the filibuster to get it passed, but even that won’t happen because Senate Majority Leader John Thune won’t pick a fight. Thune’s position on the issue is rather passive . “The votes aren’t there, one, to nuke the filibuster,” Thune said , presenting the math as immovable fact rather than a leadership challenge. “I’m the person who has to deliver sometimes the not-so-good news that the math doesn’t add up, but those are the facts and there’s no getting around it.” Even if true, he hasn’t mounted any visible pressure campaign on fence-sitters. No arm-twisting. No caucus discipline. No public strategy to persuade reluctant senators. Democrats, by contrast, are marching in lockstep against the SAVE America Act. Even John Fetterman-who’s broken with his party on Israel, immigration, and the war in Iran-has fallen in line here. That kind of discipline doesn’t happen by accident. Democratic leadership knows how to hold its caucus together, and when it decides to oppose something, it makes sure everyone sticks to the script. Thune, by contrast, seems content to wave the flight of surrender on the SAVE America Act . For a majority leader with a mandate from both the White House and the voters, that posture is increasingly difficult to defend. The f...
Anthropic ( ANTHRO ) confirmed on Monday that it has teamed up with Blackstone ( BX ), Goldman Sachs ( GS ), and private equity firm Hellman & Friedman to launch an enterprise artificial intelligence services business. The new firm is a standalone entity inside Anthropic engineering and partnership resources embedded directly within its team, Anthropic said in a statement. Aside from the aforement...
Anthropic ( ANTHRO ) confirmed on Monday that it has teamed up with Blackstone ( BX ), Goldman Sachs ( GS ), and private equity firm Hellman & Friedman to launch an enterprise artificial intelligence services business. The new firm is a standalone entity inside Anthropic engineering and partnership resources embedded directly within its team, Anthropic said in a statement. Aside from the aforementioned financial firms, the new company is backed by asset managers General Atlantic, Leonard Green, Apollo Global Management, GIC, and Sequoia Capital. “The organization will work with companies in the middle-market economy to bring Claude into their most important operations,” Anthropic said in a statement . “Applied AI engineers from Anthropic will work alongside the firm’s engineering team to identify where Claude can have the most impact, build custom solutions, and support customers over the long-term.” “Enterprise demand for Claude is significantly outpacing any single delivery model. Our partnerships with the world's leading systems integrators are central to how Claude reaches large enterprises,” said Krishna Rao, Chief Financial Officer of Anthropic. “This new firm brings additional operating capability to the ecosystem and capital from leading alternative asset managers. We are proud to build it alongside Blackstone, Hellman & Friedman, Goldman Sachs, and our other partners.” Blackstone COO Jon Gray added that the partners intend to build “a scaled, world-class company to deploy Anthropic’s incredible technology across a range of businesses in our portfolio and beyond.” “This is a rare convergence: massive market need, the unmatched AI technical capability of Anthropic, and a consortium of investors with the reach to scale fast,” Patrick Healy, CEO at Hellman & Friedman, added. “The near-term value to our portfolio companies is substantial, and we are excited by the long-term potential to build the definitive enterprise AI services platform.” “This is a compelling...
Ingersoll Rand ( IR ) on Monday said it has acquired Italy-based Fox s.r.l. and XF s.r.l. to expand its metering and dosing technologies portfolio. The company said Fox, based in Milan, manufactures equipment used to stabilize flow and pressure in dosing systems, enhancing pump performance and reliability. Ingersoll Rand added the deal will strengthen its ability to offer end-to-end metering and d...
Ingersoll Rand ( IR ) on Monday said it has acquired Italy-based Fox s.r.l. and XF s.r.l. to expand its metering and dosing technologies portfolio. The company said Fox, based in Milan, manufactures equipment used to stabilize flow and pressure in dosing systems, enhancing pump performance and reliability. Ingersoll Rand added the deal will strengthen its ability to offer end-to-end metering and dosing solutions and will be integrated into its Precision and Science Technologies segment. Source: Press Release More on Ingersoll-Rand Ingersoll Rand Inc. (IR) Presents at Citi's Global Industrial Tech & Mobility Conference 2026 Transcript Ingersoll Rand reaffirms 2026 adjusted EPS of $3.45-$3.57 while targeting 2.5%-4.5% revenue growth and expecting no net tariff impact Ingersoll-Rand Non-GAAP EPS of $0.77 beats by $0.03, revenue of $1.85B beats by $20M
DiamondRock Hospitality ( DRH ) on Monday said it sold its leasehold interest in the 189-room Courtyard by Marriott New York Manhattan/Fifth Avenue ( MAR ) for $33M, as the lodging REIT continues to recycle capital amid rising cost pressures. The transaction implies a 6.3x multiple on projected 2025 hotel adjusted EBITDA and a 13.3% capitalization rate on forecast net operating income. After facto...
DiamondRock Hospitality ( DRH ) on Monday said it sold its leasehold interest in the 189-room Courtyard by Marriott New York Manhattan/Fifth Avenue ( MAR ) for $33M, as the lodging REIT continues to recycle capital amid rising cost pressures. The transaction implies a 6.3x multiple on projected 2025 hotel adjusted EBITDA and a 13.3% capitalization rate on forecast net operating income. After factoring in roughly $12M of near-term capital expenditures, higher ground lease payments, and rising labor costs, the company estimates a stabilized cap rate of about 7.8%, or 6.5% on a fee simple basis. CEO Jeffrey J. Donnelly said the hotel’s net operating income more than doubled between 2019 and 2025, but upcoming investment requirements and structural expense headwinds reduced its attractiveness relative to internal return thresholds. More on DiamondRock Hospitality DiamondRock Hospitality Company: This Gem Is Set To Shine DiamondRock Hospitality Company (DRH) Q1 2026 Earnings Call Transcript DiamondRock Hospitality Company: Set To Shine DiamondRock raises 2026 RevPAR outlook to 1.5%-3.5% and guides $296M-$308M adjusted EBITDA DiamondRock Hospitality FFO of $0.22 beats by $0.03, revenue of $258.2M beats by $1.19M
Microsoft (NASDAQ:MSFT) trades around $408, while Wall Street’s consensus target sits at $576.42, meaning analysts see a significant 41% upside for the stock today. Microsoft is one of the world’s most valuable companies, with a $3.16 trillion market cap and a software empire that leans heavily on Azure cloud and its OpenAI partnership. The stock’s performance ... Analysts See 41% Upside for Micro...
Microsoft (NASDAQ:MSFT) trades around $408, while Wall Street’s consensus target sits at $576.42, meaning analysts see a significant 41% upside for the stock today. Microsoft is one of the world’s most valuable companies, with a $3.16 trillion market cap and a software empire that leans heavily on Azure cloud and its OpenAI partnership. The stock’s performance ... Analysts See 41% Upside for Microsoft Stock After Nearly 100% Backlog Growth
Violin makers, aka luthiers, traditionally learn from hands-on experience how to craft parts and select materials to shape an instrument's final sound. MIT engineers hope to streamline that painstaking process with their new virtual violin. It's a computer simulation tool that can capture the precise physics of the instrument and even reproduce a realistic sound of a plucked string, according to a...
Violin makers, aka luthiers, traditionally learn from hands-on experience how to craft parts and select materials to shape an instrument's final sound. MIT engineers hope to streamline that painstaking process with their new virtual violin. It's a computer simulation tool that can capture the precise physics of the instrument and even reproduce a realistic sound of a plucked string, according to a paper published in the journal npj Acoustics. Unlike the more common software programs and plugins that simulate violin sounds via sampling, averaging the final sound based on thousands of notes, the MIT model is based on the fundamental physics of the instrument. “We’re not saying that we can reproduce the artisan’s magic,” said co-author Nicholas Makris . “We’re just trying to understand the physics of violin sound, and perhaps help luthiers in the design process.” Violin acoustics has long been a hot topic of research among acousticians, particularly when it comes to unlocking the secret to the superior sounds of violins crafted during the so-called "Golden Age"—notably the instruments of famed Cremona luthier Antonio Stradivari , as well as those of the Amati family and Giuseppe Guarneri . There are plenty of variables to consider, given a violin's acoustic complexity. Read full article Comments
Alones Creative/iStock via Getty Images Exxon Mobil ( XOM ) navigated geopolitical turmoil well in the first quarter, resulting in a solid earnings and revenue beat, reported on Friday, May 1, 2026. With the U.S. and Iran still being far from a peace agreement, petroleum and LNG flows through the Strait of Hormuz are still curtailed, leading to an attractive earnings growth profile for Exxon Mobil...
Alones Creative/iStock via Getty Images Exxon Mobil ( XOM ) navigated geopolitical turmoil well in the first quarter, resulting in a solid earnings and revenue beat, reported on Friday, May 1, 2026. With the U.S. and Iran still being far from a peace agreement, petroleum and LNG flows through the Strait of Hormuz are still curtailed, leading to an attractive earnings growth profile for Exxon Mobil as well as its energy peers. As the largest production-focused energy company in North America, the geopolitical situation in the Middle East is favorable, supporting price gains and earnings expansion. Since Exxon Mobil is also growing its production in the vital Permian Basin, I see continued upside potential for Exxon Mobil. However, even without capital upside, Exxon Mobil has a ton of potential to accelerate its capital returns in a higher-for-longer oil price environment. Data by YCharts Previous rating I rated shares of Exxon Mobil a ‘Strong Buy’— Iran War Creates Earnings Upside — because the outbreak of a new war in a vital production region (the Middle East) inserted new supply fears... which in turn propped up the earnings prospects of large-scale energy producers like Exxon Mobil. With earnings estimates for XOM resetting higher, I believe the energy company has both attractive capital return and total return potential. Strong pricing backdrop set to benefit XOM Exxon Mobil, due to an up-surge in petroleum prices after the escalation of hostilities between the U.S. and Iran in February, managed to beat EPS expectations for its Q1 last week: Exxon Mobil's EPS beat by $0.15 while revenues fell slightly short of estimates, by about $157M. Overall, it was a solid earnings report driven by gains in price realizations as well as growth in the company's production base. Seeking Alpha Exxon Mobil produced 4.6 MBOED in the first quarter, showing a year-over-year growth rate of 1%. However, the firm's Permian production grew much faster (+17% Y/Y) to 1.7 MBOED, and the c...
halbergman/E+ via Getty Images Introduction As part of my AI supply chain analysis, I covered nVent Electric plc ( NVT ) in September 2024 and found a solid buy, as management was divesting slow-growth assets and using the cash ($2bn) to acquire other companies in the Systems Protection niche, i.e., data center cooling. Fast forward, nVent has executed M&A and posted over 35% EPS growth with share...
halbergman/E+ via Getty Images Introduction As part of my AI supply chain analysis, I covered nVent Electric plc ( NVT ) in September 2024 and found a solid buy, as management was divesting slow-growth assets and using the cash ($2bn) to acquire other companies in the Systems Protection niche, i.e., data center cooling. Fast forward, nVent has executed M&A and posted over 35% EPS growth with shares more than doubling. The Q1 '26 guidance was increased, reflecting an over 34% EPS gain in 2026 due to rising demand. However, the shares are near fair value at 38x P/E, while the oil shock poses a disruption risk in the AI capex implementation. I downgrade the shares to a Hold with a $172 YE26 price target. Q1 '26 & Guidance nVent reported solid Q1 '26 results on May 1, beating consensus and raising YE26 guidance . The organic (excluding recent M&A) growth led by the System Protection segment, which encompasses key data center cooling equipment, continues to shine, reporting over 50% top-line growth. However, EBITDA margins have not increased due to tariff costs on raw materials (steel & copper) and M&A integration. The company increased its full-year 2026 revenue estimates to nearly $5 bn and its EPS estimate to $4.5, or over 34%. Created by author with data from Capital IQ nVent Created by author with data from Capital IQ Updated Forecasts The consensus has not yet updated its estimates for the new 2026 guidance, and thus I have factored in the key metrics into my financial forecast as well as increased 2027-2028 revenue given the increasing capex spend announced by the hyperscalers and AI LLMs that is approaching $700 bn for 2026 and $1 trillion for 2027. On the negative side, it appears that nVent does not have as much pricing power as hoped, margins are increasing, but not at the pace revenue would indicate. The higher raw material cost is being passed on to customers, but it is not yet providing real margin gains. The company has also increased its dividends and sha...
Aura Biosciences ( NASDAQ: AURA ) on Monday said it has priced an underwritten public offering expected to raise about $260.3 million in gross proceeds. The offering includes 39.6 million shares of common stock priced at $6.00 per share and pre-funded warrants to purchase up to 3.8 million shares. The company said it plans to use about $205.1 million of the net proceeds to fund clinical programs a...
Aura Biosciences ( NASDAQ: AURA ) on Monday said it has priced an underwritten public offering expected to raise about $260.3 million in gross proceeds. The offering includes 39.6 million shares of common stock priced at $6.00 per share and pre-funded warrants to purchase up to 3.8 million shares. The company said it plans to use about $205.1 million of the net proceeds to fund clinical programs and related activities, with the remainder earmarked to repurchase shares from an existing shareholder. Aura added the offering is expected to close around May 5, subject to customary conditions. Source: Press Release More on Aura Biosciences Seeking Alpha’s Quant Rating on Aura Biosciences Historical earnings data for Aura Biosciences Financial information for Aura Biosciences