Conference Call and Webcast scheduled for tomorrow, May 1, 2026 at 10:00 am PT Conference Call and Webcast scheduled for tomorrow, May 1, 2026 at 10:00 am PT
Conference Call and Webcast scheduled for tomorrow, May 1, 2026 at 10:00 am PT Conference Call and Webcast scheduled for tomorrow, May 1, 2026 at 10:00 am PT
In this article AMZN CSCO AAPL GOOGL HPQ MSFT DELL Follow your favorite stocks CREATE FREE ACCOUNT Intel's CEO Lip-Bu Tan speaks at the company's Annual Manufacturing Technology Conference in San Jose, California, U.S. April 29, 2025. Laure Andrillon | Reuters Intel is on a winning streak unlike any since it became one of the first companies to go public on the Nasdaq nearly 55 years ago. The chip...
In this article AMZN CSCO AAPL GOOGL HPQ MSFT DELL Follow your favorite stocks CREATE FREE ACCOUNT Intel's CEO Lip-Bu Tan speaks at the company's Annual Manufacturing Technology Conference in San Jose, California, U.S. April 29, 2025. Laure Andrillon | Reuters Intel is on a winning streak unlike any since it became one of the first companies to go public on the Nasdaq nearly 55 years ago. The chipmaker's stock soared 114% in April, closing out its best month on record. It's been an extended rally for Intel, which has enjoyed two of its best days ever in the last seven months, including a 24% jump on April 24, following a blowout earnings report. The stock rose to a record that day for the first time since 2000, and then continued to rise. Intel is in the midst of a turnaround after years of delayed launches and disappointing yields that saw it fall far behind manufacturing leader Taiwan Semiconductor and chipmaker Nvidia in the race to power artificial intelligence. Wall Street appears convinced the tide may be turning, with Intel's latest 18A chips showing real promise as they churn out of the company's new Arizona plant . At the same time, agentic AI is spinning up a major resurgence in demand for Intel's core product, the central processing unit. Bank of America predicts the CPU market could more than double by 2030, and Nvidia told CNBC in March that "CPUs are becoming the bottleneck" for AI. "The CPU is reinserting itself as the indispensable foundation of the AI era," Intel CEO Lip-Bu Tan said on the company's earning call last week, adding that demand for its data center CPU exceeds supply. Tan was tapped as CEO in March 2025, three months after Intel ousted Pat Gelsinger, whose four-year tenure was marred by turmoil. Intel's stock plummeted 60% in 2024, its worst year ever . Since then, it's almost quintupled, lifting Intel's market cap past $470 billion. Stock Chart Icon Stock chart icon Intel's 5-year stock chart While Intel's financials are showing signs ...
Qualcomm stock is rallying as management confirms the company has secured a hyperscaler as a custom silicon client. But does that warrant buying QCOM shares despite muted Q1 earnings?
Qualcomm stock is rallying as management confirms the company has secured a hyperscaler as a custom silicon client. But does that warrant buying QCOM shares despite muted Q1 earnings?
Reddit Inc. projected sales in the current period that surpassed Wall Street estimates, continuing a streak of strong revenue growth powered by the company’s surging advertising business. Revenue in the second quarter will be $715 million to $725 million, San Francisco-based Reddit said Thursday in a statement. Analysts, on average, projected $714 million, according to data compiled by Bloomberg. ...
Reddit Inc. projected sales in the current period that surpassed Wall Street estimates, continuing a streak of strong revenue growth powered by the company’s surging advertising business. Revenue in the second quarter will be $715 million to $725 million, San Francisco-based Reddit said Thursday in a statement. Analysts, on average, projected $714 million, according to data compiled by Bloomberg. First-quarter sales gained 69% to $663 million, easily outpacing the average estimate of $609.3 million. The report marked the seventh consecutive quarter that the social forum posted revenue growth above 60%. The shares rose about 7% in extended trading after closing at $147.23 in New York. The stock has dropped 36% so far this year. Reddit, which listed on the stock exchange two years ago, has been focused on expanding its user base and diversifying its advertising business, which drives most of the company’s revenue. Reddit’s business is still heavily dependent on a small group of top advertisers, but the company has worked to differentiate its offerings from other ad-based networks by leaning into its library of discussion forums , which help advertisers target people already showing an interest in a particular topic. More than 20% of the company’s 2025 revenue came from its top 10 largest advertisers, according to a corporate filing. Jen Wong , Reddit’s chief operating officer, said in an interview that the company continues to acquire more advertisers in “every vertical and geography,” adding that Reddit’s international sales increased 76% in the first quarter. Reddit’s user growth was in line with Wall Street expectations, increasing 17% year-over-year to 126.8 million unique visitors each day. Though Reddit’s ads business keeps growing, investors remain curious about how the company will take advantage of the artificial intelligence boom. Reddit has struck data licensing deals with OpenAI and Alphabet Inc. ’s Google worth hundreds of millions of dollars, and has alr...
Assets Under Management grew to $18.3 billion, an increase of $0.8 billion Enhanced Income Series™ ETFs surpassed $300 million and gained approval on its first major wirehouse platform Westwood Energy Secondaries Fund II's final close exceeded $300 million in capital commitments Institutional reported gross sales of $322 million, including our first institutional MIS client
Assets Under Management grew to $18.3 billion, an increase of $0.8 billion Enhanced Income Series™ ETFs surpassed $300 million and gained approval on its first major wirehouse platform Westwood Energy Secondaries Fund II's final close exceeded $300 million in capital commitments Institutional reported gross sales of $322 million, including our first institutional MIS client
Cardano (CRYPTO: ADA) , the governance-focused token created by Ethereum 's (CRYPTO: ETH) co-founder Charles Hoskinson, started trading at about $0.02 in Oct. 2017. By September 2021, it had reached a record of $3.10 per token -- so a $10,000 investment in its market debut would have blossomed to $1.55 million in less than four years. But today, Cardano trades at about $0.25, so that investment wo...
Cardano (CRYPTO: ADA) , the governance-focused token created by Ethereum 's (CRYPTO: ETH) co-founder Charles Hoskinson, started trading at about $0.02 in Oct. 2017. By September 2021, it had reached a record of $3.10 per token -- so a $10,000 investment in its market debut would have blossomed to $1.55 million in less than four years. But today, Cardano trades at about $0.25, so that investment would have withered to $125,000. So could Cardano bounce back and generate millionaire-making returns again? Let's see what it would take for this oft-overlooked cryptocurrency to bring back a stampede of bulls. Image source: Getty Images. Continue reading
In this article RDDT Follow your favorite stocks CREATE FREE ACCOUNT Steve Huffman, co-founder and CEO of Reddit, speaks during the WSJ Tech Live conference hosted by The Wall Street Journal at the Montage Laguna Beach in Laguna Beach, California, on Oct. 21, 2024. Frederic J. Brown | Afp | Getty Images Reddit reported better-than-expected profit and revenue in its first-quarter earnings report on...
In this article RDDT Follow your favorite stocks CREATE FREE ACCOUNT Steve Huffman, co-founder and CEO of Reddit, speaks during the WSJ Tech Live conference hosted by The Wall Street Journal at the Montage Laguna Beach in Laguna Beach, California, on Oct. 21, 2024. Frederic J. Brown | Afp | Getty Images Reddit reported better-than-expected profit and revenue in its first-quarter earnings report on Thursday, and also issued an optimistic forecast. The stock jumped 6% in extended trading. Here's how the company did compared with LSEG estimates: Earnings per share: $1.01 vs. 58 cents expected Revenue: $663 million vs. $611 million expected Revenue jumped 69% in the quarter from $392 million a year earlier, Reddit said in an earnings release. Net income soared to $204 million, or $1.01 per share, from $26 million, or 13 cents per share, a year ago. Reddit said second-quarter sales should be in the range of $715 million to $725 million, ahead of analyst estimates of $712 million. Adjusted earnings will be between $285 million and $295 million, topping the $276 million average estimate. The strong results continue a trend in online advertising. Meta and Alphabet , the leaders in digital ads, both beat on revenue in their earnings reports on Wednesday, showing their fastest growth in years. They also revealed plans to increase the amount of money they're spending on artificial intelligence infrastructure. Alphabet shares rose Thursday, while Meta shares sank, underscoring investor concerns about the Facebook-parent's hefty AI spending and its lack of a cloud business. Reddit's daily active unique users, or DAUq, rose 17% year-over-year to 126.8 million for the quarter, ahead of analyst estimates of 125.9 million. Average revenue per user, or ARPU, was $5.23, topping analyst estimates of $4.81. The company's U.S.-specific ARPU came in at $9.63, ahead of the $8.53 that Wall Street was projecting. "Reddit is a one-of-one business powered by deeply engaged communities and auth...
photosvit/iStock Editorial via Getty Images The Iran conflict and soaring fuel prices were supposed to slow down travel demand, but Royal Caribbean Cruises ( RCL ) is full-speed ahead. The cruise line just set lofty goals for 2026 while the stock was trading down around yearly lows. My investment thesis remains ultra Bullish on Royal Caribbean. Source: Finviz Cruising Thru Q1 Royal Caribbean repor...
photosvit/iStock Editorial via Getty Images The Iran conflict and soaring fuel prices were supposed to slow down travel demand, but Royal Caribbean Cruises ( RCL ) is full-speed ahead. The cruise line just set lofty goals for 2026 while the stock was trading down around yearly lows. My investment thesis remains ultra Bullish on Royal Caribbean. Source: Finviz Cruising Thru Q1 Royal Caribbean reported a solid Q1'26 with profits humming along above estimates as follows: Source: Seeking Alpha The cruise line only beat revenues by $20 million for a still solid 12.5% growth rate. The key is that net yields jumped 3.6% in the quarter, leading to the big $0.40 EPS beat. The last quarter wasn't as impacted by higher fuel costs, but Royal Caribbean forecasts fuel costs to reach $1.35 billion for the year even with 59% of remaining demand for 2026 hedged at below-market rates. The cruise line only spent $1.15 billion on fuel last year while capacity is up 8% in Q1. The company is hedged for nearly 50% of fuel consumption next year at an average cost per metric ton of $408 versus current prices, net of hedging, at $613 per metric ton. The travel industry has generally moved away from hedging due to the complexity, but Royal Caribbean appears to have a great benefit here due to the hedging program at much lower prices. The cruise line continues to see strong bookings, with Royal Caribbean ending April with a similar booked position to 2025, but at higher prices. The cruise line has even faced disruptions for key Mediterranean itineraries due to higher overall travel costs with increased airfares and flight disruptions, yet the company is full-speed ahead with double-digit revenue growth. Right On Path Despite all the disruption with higher fuel prices, Royal Caribbean still forecast double-digit earnings growth this year. The company forecasts a new EPS target of $17.30 at the midpoint with an estimated fuel rate impact of $0.62. Source: Royal Caribbean Q1'26 presentation The o...
Rightwing justices ordered Louisiana in 6-3 vote to redraw congressional maps in blow to the Voting Rights Act The US supreme court issued a landmark ruling on Wednesday, Louisiana v Callais, relating to how states draft congressional maps under the key civil rights statute, the Voting Rights Act. By a margin of 6-3, the rightwing justices who control America’s top court ordered Louisiana to redra...
Rightwing justices ordered Louisiana in 6-3 vote to redraw congressional maps in blow to the Voting Rights Act The US supreme court issued a landmark ruling on Wednesday, Louisiana v Callais, relating to how states draft congressional maps under the key civil rights statute, the Voting Rights Act. By a margin of 6-3, the rightwing justices who control America’s top court ordered Louisiana to redraw congressional maps that gave African Americans the chance to elect their candidates of choice proportionate to their population size. The majority dismissed this as an “unconstitutional racial gerrymander”. Continue reading...
DexCom press release ( DXCM ): Q1 Non-GAAP EPS of $0.56 beats by $0.09 . Revenue of $1.19B (+14.4% Y/Y) beats by $20M . 2026 Annual Guidance Dexcom is raising fiscal year 2026 guidance for Non-GAAP Operating Margin and Adjusted EBITDA Margin, and reiterating guidance for Revenue and Non-GAAP Gross Profit Margin at the following levels: Revenue of $5.16 - $5.25 billion (approximately 11-13% growth)...
DexCom press release ( DXCM ): Q1 Non-GAAP EPS of $0.56 beats by $0.09 . Revenue of $1.19B (+14.4% Y/Y) beats by $20M . 2026 Annual Guidance Dexcom is raising fiscal year 2026 guidance for Non-GAAP Operating Margin and Adjusted EBITDA Margin, and reiterating guidance for Revenue and Non-GAAP Gross Profit Margin at the following levels: Revenue of $5.16 - $5.25 billion (approximately 11-13% growth) Non-GAAP Gross Profit Margin of approximately 63-64% Non-GAAP Operating Margin of approximately 23-23.5% Adjusted EBITDA Margin of approximately 31-31.5% More on DexCom DexCom: Gaining Favor, With Useful Tailwinds To Support It Even Further DexCom, Inc. (DXCM) Presents at 47th Annual Raymond James Institutional Investor Conference Transcript DexCom, Inc. (DXCM) Q4 2025 Earnings Call Transcript DexCom Q1 2026 Earnings Preview Nasdaq rebounds to end flat as chip, AI-related stocks recover after Trump's speech
May NY world sugar #11 (SBK26 ) on Thursday closed down -0.10 (-0.68%), and Aug London ICE white sugar #5 (SWQ26 ) closed down -5.90 (-1.33%). Sugar prices gave up an early advance on Thursday and settled lower after the USDA said it expects a 2026/27 sugar surplus in India...
May NY world sugar #11 (SBK26 ) on Thursday closed down -0.10 (-0.68%), and Aug London ICE white sugar #5 (SWQ26 ) closed down -5.90 (-1.33%). Sugar prices gave up an early advance on Thursday and settled lower after the USDA said it expects a 2026/27 sugar surplus in India...
July ICE NY cocoa (CCN26 ) on Thursday closed up +159 (+4.66%), and May ICE London cocoa #7 (CAK26 ) closed up +104 (+4.13%). Cocoa prices rallied sharply on Thursday, with NY cocoa posting a 2-week high and London cocoa posting a 2.5-month high. Signs that consumer demand for chocolate...
July ICE NY cocoa (CCN26 ) on Thursday closed up +159 (+4.66%), and May ICE London cocoa #7 (CAK26 ) closed up +104 (+4.13%). Cocoa prices rallied sharply on Thursday, with NY cocoa posting a 2-week high and London cocoa posting a 2.5-month high. Signs that consumer demand for chocolate...
July arabica coffee (KCN26 ) on Thursday closed down -5.15 (-1.77%), and July ICE robusta coffee (RMN26 ) closed down -81 (-2.35%). Coffee prices tumbled to 1-week lows on Thursday and settled sharply lower amid expectations of a bigger Brazil coffee crop. The Coffee Trading Academy projects Brazil's 2026/27 coffee...
July arabica coffee (KCN26 ) on Thursday closed down -5.15 (-1.77%), and July ICE robusta coffee (RMN26 ) closed down -81 (-2.35%). Coffee prices tumbled to 1-week lows on Thursday and settled sharply lower amid expectations of a bigger Brazil coffee crop. The Coffee Trading Academy projects Brazil's 2026/27 coffee...