Monolithic Power Systems, Inc. press release ( MPWR ): Q1 Non-GAAP EPS of $5.10 beats by $0.20 . Revenue of $804.2M (+26.1% Y/Y) beats by $22.08M . For the second quarter of 2026 ending June 30, we are forecasting: Revenue in the range of $890 million to $910 million vs $819.44M consensus GAAP gross margin in the range of 55.1% to 55.7%. Non-GAAP gross margin in the range of 55.3% to 55.9%, which excludes the impact from stock-based compensation and related expenses as well as the impact from amortization of acquisition-related intangible assets. Total stock-based compensation and related expenses in the range of $53.8 million to $55.8 million including approximately $1.7 million that would be charged to cost of goods sold. GAAP operating expenses between $219.1 million and $225.1 million. Non-GAAP operating expenses in the range of $167.0 million to $171.0 million. This estimate excludes stock-based compensation and related expenses in the range of $52.1 million to $54.1 million. Interest and other income in the range from $7.4 million to $7.8 million before foreign exchange gains or losses. Non-GAAP tax rate of 15% for 2026. Fully diluted shares outstanding in the range of 49.1 to 49.5 million shares. Shares +6% . More on Monolithic Power Systems, Inc. Monolithic Power Systems: Robust Growth, But Price Is Stretched Monolithic Power Systems, Inc. 2025 Q4 - Results - Earnings Call Presentation Monolithic Power Systems, Inc. (MPWR) Q4 2025 Earnings Call Transcript Monolithic Power Systems, Inc. Q1 2026 Earnings Preview Semiconductor stocks lead Nasdaq this week

Pacira BioSciences press release ( PCRX ): Q1 Non-GAAP EPS of $0.60 beats by $0.04 . Revenue of $177M (+4.8% Y/Y) beats by $3.66M . Repurchased 2.2 million shares of common stock at an average price of $22.28 per share, for a cost of $50.0 million More on Pacira BioSciences Pacira BioSciences, Inc. (PCRX) Presents at Barclays 28th Annual Global Healthcare Conference Transcript Pacira BioSciences, Inc. 2025 Q4 - Results - Earnings Call Presentation Pacira BioSciences, Inc. (PCRX) Q4 2025 Earnings Call Transcript Pacira BioSciences Q1 2026 Earnings Preview Pacira outlines $745M–$770M 2026 revenue target as 5x30 strategy drives margin and pipeline progress

Rivian reported its first quarter earnings of 2026, providing us a closer look at the company's financial health as it kicks off production for the crucial R2 electric vehicle . We've already got Rivian's production and delivery statement from the first three months of the year. The company sold 10,365 vehicles in Q1, representing 20 percent increase year over year. And it produced 10,236 vehicles at its factory in Normal, Illinois, which represents a 30 percent increase compared to the same period last year. The company also reaffirmed its prediction that it will sell 62,000-67,000 vehicles this year. In terms of earnings, Rivian said it … Read the full story at The Verge.

Rivian announced some changes today with regard to the factory its building in the state of Georgia. The company was planning to build the facility in two phases, each resulting in 200,000 vehicles of annual production capacity, for a total of 400,000 units . Now the company says it is only planning for 300,000 units of annual capacity as a result of a revised loan agreement with the US Department of Energy - though its planning on hitting that annual capacity sooner than originally planned. DOE will now loan Rivian $4.5 billion, instead of the originally agreed amount of $6.6 billion, announced in the last days of the Biden administration. … Read the full story at The Verge.

SAN FRANCISCO, April 30, 2026 (GLOBE NEWSWIRE) -- iRhythm Holdings, Inc. (NASDAQ: IRTC), a leading digital health care company focused on creating trusted solutions that detect, predict, and prevent disease, today reported financial results for the three months ended March 31, 2026.

First quarter 2026 revenue grew 6% and recurring revenue grew 7% from the first quarter of 2025 First quarter 2026 revenue grew 6% and recurring revenue grew 7% from the first quarter of 2025

Financial Highlights†

BROOMFIELD, Colo., April 30, 2026 (GLOBE NEWSWIRE) -- DMC Global Inc. (Nasdaq: BOOM) today reported financial results for its first quarter ended March 31, 2026.

Board approves 25 cent quarterly dividend Board approves 25 cent quarterly dividend

Portage, Michigan, April 30, 2026 (GLOBE NEWSWIRE) -- Stryker (NYSE:SYK) reported operating results for the first quarter of 2026:

MENLO PARK, Calif., April 30, 2026 (GLOBE NEWSWIRE) -- Exponent, Inc. (Nasdaq: EXPO) today reported financial results for the first quarter of fiscal year 2026 ended April 3, 2026.

First Quarter 2026 Revenue Increased 13% Year-over-Year First Quarter 2026 Revenue Increased 13% Year-over-Year

Strong Demand Driving Revenue up 30.2% and Net Income up 196.5% Strong Demand Driving Revenue up 30.2% and Net Income up 196.5%

Note: A webcast of Resmed’s conference call will be available at 4:30 p.m. ET today at http://investor.resmed.com

It's not often that you can spot an investment opportunity with 5,000% or more in potential upside. But that's could be the case for Oklo (NYSE: OKLO) . Oklo is a next-gen energy producer focused on small modular reactors, or SMRs. SMRs are essentially miniature nuclear power plants that have several distinct advantages. SMR systems, for example, may be a perfect fit for satisfying the artificial intelligence (AI) industry's rapidly rising energy demands . To be clear, there's plenty of risk to Oklo as an investment thesis. But that's why there's huge upside potential. Want to know exactly why Oklo shares have such big potential? A new study highlights the opportunity perfectly. Continue reading

First Solar press release ( FSLR ): Q1 GAAP EPS of $3.22 beats by $0.24 . Revenue of $1.04B (+23.1% Y/Y) misses by $10M . Our 2026 guidance remains unchanged and is summarized below: Prior Current Volume Sold 17.0GW to 18.2GW Unchanged Net Sales $4.9B to $5.2B vs consensus of $5.22B Unchanged Gross Profit (1) $2.4B to $2.6B Unchanged Operating Expenses (2) $610M to $635M Unchanged Adjusted EBITDA (3) $2.6B to $2.8B Unchanged Capital Expenditures $0.8B to $1.0B Unchanged Net Cash Balance (4) $1.7B to $2.3B Unchanged Click to enlarge Shares +3% . More on First Solar First Solar: Rising Fossil Fuels Keep Solar Utilities Competitive Without Tax Incentives First Solar: Sold Out U.S. Solar Leader At An Attractive Discount First Solar's Reliance On 45x Tax Credit Triggers Risks As Backlog Tapers First Solar preview: Q1 revenue expected to grow amid energy demand SA Asks: Is now a good time to buy solar stocks?

Google stock rose as parent Alphabet’s Q1 earnings showed strong growth in cloud computing and search ads amid huge AI investments.

President says decision made ‘in honor of the king and queen’ as industry officials call deal ‘significant boost’ In a gesture of diplomatic friendliness after King Charles’s visit to the White House, Donald Trump said the US would be removing all tariffs on whisky imports. “In Honor of the King and Queen of the United Kingdom, who have just left the White House, soon headed back to their wonderful Country, I will be removing the Tariffs and Restrictions on Whiskey having to do with Scotland’s ability to work with the Commonwealth of Kentucky on Whiskey and Bourbon,” Trump said in a post on social media. Continue reading...

Alphabet Inc. (GOOG) files Form 144: 37,842 Class C shares proposed sale via Schwab Stock Titan

On the final day of the state visit, the royal couple headed to Virginia for a more informal experience of the US.

Private credit rookies selling into a downturn poses a potential threat to corporate debt, Citigroup Inc. ’s Mickey Bhatia warned. “If the cycle turns and these tourists, rather than working out loans, just start selling them at below the economic value — what happens to the rest of the market?” Bhatia, the firm’s head of spread products, asked on the Bloomberg Intelligence Credit Edge podcast. “That’s a big worry,” said Bhatia, whose remit spans global credit trading, financing and securitization. Concerns about the fast-growing $1.8 trillion private debt market have bubbled up this year as redemption requests from retail funds accelerated. The industry holds more debt in software companies, which are at risk of being disrupted by AI, than other parts of credit and there are fears that direct loans are not being accurately valued . JPMorgan Chase & Co. ’s Jamie Dimon raised similar worries this week, warning that not all private credit managers will do well if markets slump. Some firms “may be brilliant, but, I guarantee you not all 1,000 of them are,” Dimon said. According to the US Office of Financial Research, there are more than 2,000 private credit funds. Fundraising has grown increasingly concentrated among larger, more established managers. There’s a danger that US retail jitters spill over to institutional investors, triggering a bigger retreat from the asset class. That would pressure companies that need to refinance loans made during the near-zero rates era earlier in the decade. “That’s the real risk of this whole retail-related news,” Bhatia said. “I think it can happen globally.” Still, Bhatia, who’s part of Citigroup’s global markets leadership team, doesn’t expect private debt stress to spiral into a broader credit problem. That echoes recent comments from Citigroup Chief Executive Officer Jane Fraser , who said the pessimism was overblown. “The market having a big systemic issue right now — I’m not really worried about that,” said Bhatia. Even with ...

A group including Ares Management Corp. provided around $800 million in a private credit deal to finance Apollo Global Management Inc. ’s investment in the GoodLife Group , which operates health clubs in Canada, according to people familiar with the matter. Antares Capital and JPMorgan Chase & Co. were also lenders in the financing, which included a $675 million first-lien term loan and a $125 million revolver, said the people, who asked not to be named discussing private information. Representatives for Ares, JPMorgan and Apollo declined to comment. Representatives for Antares and GoodLife didn’t immediately respond to a request for comment. Private credit lenders have flocked to the wellness and fitness space, investing in health franchises such as Equinox, Crunch Fitness, and EoS Fitness. The industry struggled during Covid, but has seen a boost as younger generations prioritize in-person fitness, according to a report from McKinsey & Co. The deal marked the first institutional investment for GoodLife, which was founded by David Patchell-Evans in 1979. It calls itself Canada’s largest fitness operator, with more than 400 clubs and some 1.5 million members across the country. GoodLife said in a February press release that Apollo’s minority investment would help the business “accelerate its ambitious growth plans,” and that Patchell-Evans would remain chairman. The existing chief executive officer and president, Jeff van Haeren, also retained his role.

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MSFT Maintained by Citigroup -- Price Target Raised to $620 GuruFocus

Meta Platforms faces formal EU charges under the Digital Services Act for allegedly allowing children under 13 to access its platforms, creating potential for significant fines and mandated safety changes. At the same time, Meta is rolling out stablecoin payments for creators in select markets, marking a return to digital currencies after stepping back from earlier efforts. These developments arrive while NasdaqGS:META trades at $669.12, with a 30 day return of 17.0% and a 1 year return of...

Rimini Street press release ( RMNI ): Q1 GAAP EPS of $0.01 misses by $0.02 . Revenue of $105.5M (+1.2% Y/Y) beats by $2.78M . Non-GAAP Operating Income was $7.9 million for the first quarter of 2026 compared to $14.5 million for the same period last year. Net income was $1.4 million for the first quarter of 2026 compared to $3.4 million for the same period last year. Non-GAAP Net Income was $4.0 million for the first quarter of 2026 compared to $9.5 million for the same period last year. Adjusted EBITDA for the first quarter of 2026 was $8.9 million compared to $15.7 million for the same period last year. Cash and cash equivalents were $132.2 million at March 31, 2026 compared to $122.6 million at March 31, 2025. More on Rimini Street Rimini Street, Inc. 2025 Q4 - Results - Earnings Call Presentation Rimini Street: Cheap Valuation Meets Record RPO And Agentic AI Bridge Rimini Street, Inc. (RMNI) Q4 2025 Earnings Call Transcript Rimini Street Q1 2026 Earnings Preview Rimini Street announces debt reduction and credit agreement amendment

Amgen press release ( AMGN ): Q1 Non-GAAP EPS of $5.15 beats by $0.38 . Revenue of $8.62B (+5.8% Y/Y) beats by $50M . Product sales grew 4%, driven by 9% volume growth, partially offset by 2% lower net selling price and 2% from lower inventory levels. Sixteen products delivered at least double-digit sales growth in the first quarter. Seventeen products annualizing at more than $1 billion based on first quarter sales. FY26 revenue consensus of $37.79B, EPS consensus of $22.32 For the full year 2026, the Company expects: Total revenues in the range of $37.1 billion to $38.5 billion. On a GAAP basis, EPS in the range of $15.62 to $17.10, and a tax rate in the range of 14.5% to 16.0%. On a non-GAAP basis, EPS in the range of $21.70 to $23.10, and a tax rate in the range of 15.0% to 16.5%. Capital expenditures to be approximately $2.6 billion. Share repurchases not to exceed $3.0 billion. Shares -4% . More on Amgen Eli Lilly Vs. Amgen: Who Leads Obesity And IMIDs Amgen's Thyroid Eye Disease Data Rocks Rival Viridian, Makes It The Better Buy Amgen: MariTide And Osteoporosis Sales Fuel The Rally Amgen Q1 Preview: What to expect Amgen, Astra launch real-time trials as FDA to expedite drug development using AI

Apple stock closed in the green on Thursday ahead of the company’s highly anticipated earnings report. Shares gained 0.4% on Thursday to $271.35. Earnings are expected to be released around 4:30 p.m. Eastern time.

InterDigital (NASDAQ:IDCC) reported what executives described as a “very strong start” to 2026, with first-quarter revenue, adjusted EBITDA, and earnings per share coming in above the top end of the company’s guidance range. Management pointed to continued momentum in its licensing programs, ongoing

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