Dominion Energy press release ( D ): Q1 Non-GAAP EPS of $0.95 beats by $0.04 . Revenue of $5.02B (+23.0% Y/Y) beats by $600M . Company affirms its full-year 2026 operating earnings guidance range of $3.45 to $3.69 per share, midpoint of $3.57 per share vs $3.59 consensus, and all financial guidance provided on its fourth quarter 2025 earnings call, including operating earnings, credit, dividend an...
Dominion Energy press release ( D ): Q1 Non-GAAP EPS of $0.95 beats by $0.04 . Revenue of $5.02B (+23.0% Y/Y) beats by $600M . Company affirms its full-year 2026 operating earnings guidance range of $3.45 to $3.69 per share, midpoint of $3.57 per share vs $3.59 consensus, and all financial guidance provided on its fourth quarter 2025 earnings call, including operating earnings, credit, dividend and long-term growth guidance More on Dominion Energy Dominion Energy: A Discounted Utility With A Premium Yield Dominion Energy, Inc. (D) Q4 2025 Earnings Call Transcript Dominion Energy, Inc. 2025 Q4 - Results - Earnings Call Presentation Dominion Energy Q1 earnings preview: Upward revisions support sentiment Quant check: Power stocks in focus as EVs, data center demand drive global electricity surge
Welcome to our guide to the commodities driving the global economy. Today, senior oil reporter Kevin Crowley reflects on the UAE’s shock decision to leave OPEC and explores what it may mean for rival shale producers in the US. A decade ago, OPEC started a price war aimed at wiping out the American wildcatters who posed a threat to its grip on global oil markets. The industry survived and learned s...
Welcome to our guide to the commodities driving the global economy. Today, senior oil reporter Kevin Crowley reflects on the UAE’s shock decision to leave OPEC and explores what it may mean for rival shale producers in the US. A decade ago, OPEC started a price war aimed at wiping out the American wildcatters who posed a threat to its grip on global oil markets. The industry survived and learned some important lessons, and today US crude exports are at record levels . Now, the cartel has lost one of its biggest members. This week’s decision by the United Arab Emirates to quit the Organization of the Petroleum Exporting Countries significantly reduces its spare production capacity, the crucial firepower used in 2014 and 2020 to flood the market with crude and hurt higher-cost drillers. But there are no Champagne corks popping in West Texas, according to Kirk Edwards, former chairman of the Permian Basin Petroleum Association. The UAE’s stated goal of “accelerated investment” in energy production means another tough, low-cost operator ready to engage in bare-knuckle free-market competition once the Strait of Hormuz reopens. “They did try to bust us, but we proved we could get lean and mean, just like they are,” Edwards, who now runs a small, closely held oil producer, said of shale’s previous fights with OPEC over market share. “We can’t get complacent.” America’s oil industry is in robust health. The country is pumping a near-record 13.6 million barrels a day, mostly from shale. That’s about 30% more than Saudi Arabia’s output before the start of the Iran war. More could be on the way. Exxon Mobil Corp. , the largest Permian producer, intends to boost output in the basin by 12%. Diamondback Energy Inc. has also signaled a ramp-up. With West Texas Intermediate trading above $100 a barrel, almost every new well in the country makes money. But executives don’t expect high prices to last forever — oil for delivery toward year’s end is trading nearer $80 — and they’re war...
Earnings Call Insights: Insperity (NSP) Q1 2026 Management View Adjusted results and unit trends were framed as a margin-recovery story with softer worksite employee momentum: “Today, we reported adjusted EPS for the first quarter of $1.31 and adjusted EBITDA of $103 million,” and “The average number of paid worksite employees came in at the low end of our forecasted range at 303,049” (Executive V...
Earnings Call Insights: Insperity (NSP) Q1 2026 Management View Adjusted results and unit trends were framed as a margin-recovery story with softer worksite employee momentum: “Today, we reported adjusted EPS for the first quarter of $1.31 and adjusted EBITDA of $103 million,” and “The average number of paid worksite employees came in at the low end of our forecasted range at 303,049” (Executive VP of Finance, CFO & Treasurer James Allison). Margin recovery progress was tied to benefits cost improvement and client mix shifts: “Total gross profit in Q1 2026 decreased by 3% to $302 million,” and “Benefit cost per covered employee increased 5% over Q1 2025, which is a solid improvement compared to the 9% level we encountered throughout last year” (CFO Allison). The UnitedHealthcare contract change was highlighted as altering quarterly profitability timing: “The new UnitedHealthcare contract is anticipated to have a positive impact of helping to flatten our quarterly earnings pattern starting this year,” driven by “the pooling level change from $1 million per member per year down to $500,000” (CFO Allison). Cost actions and HRScale investment were presented alongside restructuring: “Total operating expenses decreased by 1% to $240 million… includ[ing] a $9 million restructuring charge,” and “we invested a total of $13 million in HRScale… $8 million in operating expenses and $5 million in capitalized costs” (CFO Allison). Growth initiatives centered on HRScale early execution and a stated pipeline: “Our initial HRScale beta clients were effectively onboarded in March and payrolls and invoices were processed in April as scheduled,” and “We currently have signed commitments for nearly 6,000 worksite employees to be on board within the next 6 months” (Co-Founder, Chairman & CEO Paul Sarvadi). Outlook Full-year 2026 targets were updated with lower unit expectations but unchanged adjusted EBITDA: “We continue to forecast adjusted EBITDA in a range of $170 million to $230 mill...
Cboe Global Markets press release ( CBOE ): Q1 Non-GAAP EPS of $3.70 beats by $0.33 . Revenue of $728.9M (+29.0% Y/Y) beats by $20.29M . Increases 2026 Organic Total Net Revenue Growth Target2 to 'low double-digit to mid-teens' from 'mid single-digit' and Cboe Data Vantage Organic Net Revenue Growth Target2 to 'low double-digit' from 'mid to high single-digit' Decreases 2026 Adjusted Operating Exp...
Cboe Global Markets press release ( CBOE ): Q1 Non-GAAP EPS of $3.70 beats by $0.33 . Revenue of $728.9M (+29.0% Y/Y) beats by $20.29M . Increases 2026 Organic Total Net Revenue Growth Target2 to 'low double-digit to mid-teens' from 'mid single-digit' and Cboe Data Vantage Organic Net Revenue Growth Target2 to 'low double-digit' from 'mid to high single-digit' Decreases 2026 Adjusted Operating Expense Guidance2 to $838 to $853 million from $864 to $879 million Reaffirms capital expenditures for 2026 are expected to be in the range of $73 to $83 million. Shares +1.6% PM. More on Cboe Global Markets Cboe Global Markets: Good Hedge For High Volatility Cboe Global: Perennial Hedge Stock, Lacking Growth Drivers Cboe Global Markets, Inc. (CBOE) Presents at 47th Annual Raymond James Institutional Investor Conference - Slideshow Cboe Global Markets Q1 2026 Earnings Preview Cboe to offload Australia and Canada units to TMX Group for $300M
Spencer Platt/Getty Images News Exxon Mobil ( XOM ) up 0.5% pre-market Friday after reporting better-than-expected Q1 adjusted earnings , although unadjusted net profit fell to a five-year low due to disrupted shipments from the Middle East war and a large negative impact from timing effects related to financial derivatives. Q1 net profit fell to $4.18B, or $1.00/share, from $6.5B, or $1.53/share...
Spencer Platt/Getty Images News Exxon Mobil ( XOM ) up 0.5% pre-market Friday after reporting better-than-expected Q1 adjusted earnings , although unadjusted net profit fell to a five-year low due to disrupted shipments from the Middle East war and a large negative impact from timing effects related to financial derivatives. Q1 net profit fell to $4.18B, or $1.00/share, from $6.5B, or $1.53/share, in Q4, and $7.71B, or $1.76/share, in the year-earlier quarter, as unfavorable estimated timing effects during the quarter - which the company expects to fully unwind over the coming months - totaled $3.9B. Q1 cash flow from operating activities totaled $8.7B, or $13.8B excluding margin postings, which primarily fluctuate with the fair value of underlying derivatives, and free cash flow of $2.7B; s hareholder distributions during the quarter totaled $9.2B, included $4.3B of dividends and $4.9B of stock buybacks. Q1 total net oil and gas production fell 8% from record Q4 output to 4.59M boe/day, with Guyana setting a new quarterly production record of more than 900K gross bbl/day of oil. Q1 earnings by segment: Upstream earnings rose to $6.26B from $4.43B in Q4 2025, as higher crude and gas realizations were partly offset by lower volumes from Middle East impacts, operational disruptions in Kazakhstan and from U.S. winter storm Fern, and higher depreciation expense ; Energy Products rose to $2.8B from $2.55B in Q4, driven by strong margins from refining and trading, structural cost savings, and lower seasonal expenses, partly offset by lower volumes due to scheduled maintenance and Middle East disruptions ; Chemical Products swung to a profit of $110M from a loss of $11M in Q4, driven by the absence of prior quarter identified items, lower seasonal expenses, and structural cost savings; and Specialty Products fell to $651M from $682M in Q3, as higher feed costs that compressed margins were partially offset by lower seasonal expenses and record sales volumes of high-value p...
(RTTNews) - ExxonMobil (XOM) reported first quarter net income attributable to the company of $4.18 billion compared to $7.71 billion in the prior period. The company reported earnings per common share of $1.00 versus $1.76. Earnings Excluding Identified Items was $4.89 billion c
(RTTNews) - ExxonMobil (XOM) reported first quarter net income attributable to the company of $4.18 billion compared to $7.71 billion in the prior period. The company reported earnings per common share of $1.00 versus $1.76. Earnings Excluding Identified Items was $4.89 billion c
Wales could be richer than any other area of the UK. I just wish Plaid’s leader would be more confident about independence If I were living in Wales, next week I would vote Welsh nationalist, for Plaid Cymru. But I would do so for what its leader claims to support but doesn’t talk about enough: independence. Wales is where I have spent a fifth of each year for almost all of my life. Its natural be...
Wales could be richer than any other area of the UK. I just wish Plaid’s leader would be more confident about independence If I were living in Wales, next week I would vote Welsh nationalist, for Plaid Cymru. But I would do so for what its leader claims to support but doesn’t talk about enough: independence. Wales is where I have spent a fifth of each year for almost all of my life. Its natural beauty, the charm of (most of) its towns and the talents of its people should render it the richest place in the UK outside London. So why is it one of the poorest? The figures hardly bear reciting. Wales’s growth rate has limped at barely half of England’s for a quarter-century. Its GDP per head is lower than any region in the UK other than the north-east of England. Wales comes bottom of almost every UK league table on healthcare. The median waiting time for elective treatment has almost doubled since before Covid – much higher than the current level in England. And waiting times in major A&E departments in Wales have worsened over the past two years, with almost half of patients waiting more than four hours for treatment. Continue reading...
Brookfield Renewable press release ( BEPC ): Q1 GAAP EPS of -$0.40. Revenue of $1.51B (-4.4% Y/Y) misses by $50M . FFO of $0.55 More on Brookfield Renewable Brookfield Renewable: Stock Gets Expensive, 7.75% Preferreds Still Make Sense Brookfield: Finding The Right Mix Of Capital Growth, Hard Assets, And High Margins Brookfield Renewable: Hold Forever On AI Energy Demand Ramp-Up Highest, lowest qua...
Brookfield Renewable press release ( BEPC ): Q1 GAAP EPS of -$0.40. Revenue of $1.51B (-4.4% Y/Y) misses by $50M . FFO of $0.55 More on Brookfield Renewable Brookfield Renewable: Stock Gets Expensive, 7.75% Preferreds Still Make Sense Brookfield: Finding The Right Mix Of Capital Growth, Hard Assets, And High Margins Brookfield Renewable: Hold Forever On AI Energy Demand Ramp-Up Highest, lowest quant-rated utility stocks above $10B cap after earnings season Large-cap stocks with lowest dividend growth grade
Micron (NASDAQ: MU) has been on an extraordinary run. Shares are up 64% year-to-date and have returned 572% over the past year, fueled by an AI memory supercycle that CEO Sanjay Mehrotra calls a defining moment for the company. With shares around $517 after a 53% one-month surge, investors are asking how much higher this ... Can Micron Really Hit $1,000? This Bull Thinks So
Micron (NASDAQ: MU) has been on an extraordinary run. Shares are up 64% year-to-date and have returned 572% over the past year, fueled by an AI memory supercycle that CEO Sanjay Mehrotra calls a defining moment for the company. With shares around $517 after a 53% one-month surge, investors are asking how much higher this ... Can Micron Really Hit $1,000? This Bull Thinks So
Bath’s European player-of-the-year contender on international recognition, the ultimate test in Bordeaux and those budgie smugglers The shortlist for this year’s Champions Cup player of the year award is an eye-catching one. There are five contenders and four of them – Louis Bielle-Biarrey, Finn Russell, Matthieu Jalibert and Caelan Doris – are established world-class operators. So who is the fift...
Bath’s European player-of-the-year contender on international recognition, the ultimate test in Bordeaux and those budgie smugglers The shortlist for this year’s Champions Cup player of the year award is an eye-catching one. There are five contenders and four of them – Louis Bielle-Biarrey, Finn Russell, Matthieu Jalibert and Caelan Doris – are established world-class operators. So who is the fifth Beatle? An uncapped Englishman who eats only toast on matchdays and is arguably most famous for parading around in his budgie smugglers. Step forward Alfie Barbeary, the shaggy-haired Bath colossus looking to smash a few holes in Bordeaux Bègles’ title defence at the Stade Atlantique on Sunday. The 25-year-old Barbeary might not yet be a connoisseur of the region’s celebrated wines – “I know there’s red and white but that’s about it” – but he makes up for that in other respects. Some people are born entertainers and the big No 8 is definitely one of them. Continue reading...
Three teams vie for two promotion spots on Saturday, with Charlton and Birmingham going head-to-head Three teams, two automatic promotion spots and only one point between them. Add the fact that two are facing each other and Saturday’s final day of the Women’s Super League 2 season is set perfectly for an afternoon of high drama, twists and emotions. Charlton Athletic, Birmingham City and Crystal ...
Three teams vie for two promotion spots on Saturday, with Charlton and Birmingham going head-to-head Three teams, two automatic promotion spots and only one point between them. Add the fact that two are facing each other and Saturday’s final day of the Women’s Super League 2 season is set perfectly for an afternoon of high drama, twists and emotions. Charlton Athletic, Birmingham City and Crystal Palace are dreaming of a WSL place. For this season only, there are two automatic promotion spots rather than the usual one, as the top tier expands from 12 to 14 teams, offering a precious opportunity that adds to the tension for the 3pm kick-offs, the most tantalising of which comes at the Valley, where the top two, Charlton and Birmingham, go head-to-head. Continue reading...
Bill Ackman finally got his hedge fund public, and the market answered with a shrug. Pershing Square (NYSE:JCVC) priced its IPO at $50 and closed its first session at $41, an 18% drop on day one. The hosts of The Best One Yet labeled it the “first ever influencer hedge fund IPO,” a fitting frame ... Bill Ackman’s ‘Influencer Hedge Fund’ IPO Tanks 18% on Day 1
Bill Ackman finally got his hedge fund public, and the market answered with a shrug. Pershing Square (NYSE:JCVC) priced its IPO at $50 and closed its first session at $41, an 18% drop on day one. The hosts of The Best One Yet labeled it the “first ever influencer hedge fund IPO,” a fitting frame ... Bill Ackman’s ‘Influencer Hedge Fund’ IPO Tanks 18% on Day 1
jaanalisette/iStock Editorial via Getty Images Introduction Meta Platforms ( META ) has announced its 2026 Q1 earnings numbers, beating all the expectations with year-over-year revenue increasing by a very surprising 33% to $56.31 billion. However, what is more surprising is that on April 30, the day after the earnings release, the stock price had dropped over 8.5%. Apparently, the investors are n...
jaanalisette/iStock Editorial via Getty Images Introduction Meta Platforms ( META ) has announced its 2026 Q1 earnings numbers, beating all the expectations with year-over-year revenue increasing by a very surprising 33% to $56.31 billion. However, what is more surprising is that on April 30, the day after the earnings release, the stock price had dropped over 8.5%. Apparently, the investors are not happy with the results. One of the concerns is the increased R&D and the future projections. I think the price drop today represents a decent buying opportunity. As I will discuss later, whether we call it AI or not, Meta is apparently enjoying the new growth cycle so far and doing the right thing as a company. I had a buy rating a few months ago, primarily for its 20% growth. I reiterate the buy for META for the growth that has not been rewarded between now and then. I believe MEAT is one of the big AI beneficiaries with a promising outlook moving forward. Company Update META is one of the dominant players in the social media and digital advertising business. It is also one of the so-called Magnificent Seven companies, with a market cap of about $1.7T. The company operates the following businesses: Family of Apps (Social Media): Facebook, Instagram, WhatsApp, Messenger, and Threads with 3.5 billion daily users. Advertising Business: advertising to consumers on META's platforms. This is the main revenue source. Reality Labs: VR headsets, smart glasses (Ray-Ban Meta), and metaverse platforms. These are the new products (in R&D, etc.) to be deployed and scaled. Artificial Intelligence: Focus on AI models, AI assistant systems, and AI infrastructure at Meta. Its latest Muse Spark has "smarter and faster" AI modes to help grow its core business in recommendations and content-related features. The earnings report for Q1 of 2026 has just been released on April 30th. The earnings numbers have exceeded the Wall Street expectations. The growth in the total revenue should be the b...