Paul Watkins/Alessio Bax Signum Classics Cellist Watkins’ career-long immersion in the composer pays dividends in his pairing with Alessio Bax’s unfussy virtuosity As cellist of the Nash Ensemble and the Emerson Quartet, Paul Watkins has immersed himself in almost all the chamber music Beethoven wrote. Now he brings those years of experience to his first recording of the cello sonatas. He approach...
Paul Watkins/Alessio Bax Signum Classics Cellist Watkins’ career-long immersion in the composer pays dividends in his pairing with Alessio Bax’s unfussy virtuosity As cellist of the Nash Ensemble and the Emerson Quartet, Paul Watkins has immersed himself in almost all the chamber music Beethoven wrote. Now he brings those years of experience to his first recording of the cello sonatas. He approached the pianist Alessio Bax for this project after hearing him play the Moonlight Sonata, and his instinct was good: their playing here seems to come from a shared impulse, unflaggingly eloquent without ever seeming to strive for effect. Together these five sonatas span Beethoven’s composing life. The earliest two date from around the time of his first piano concertos, and they find Beethoven breaking new ground in the way he writes for cello and keyboard as equal duet partners. Both sonatas have slow, serious introductions leading into extended movements showcasing the virtuosity of the pianist, to which Bax rises with a light, crisp touch. The expansive third, Op 69, which Beethoven worked on alongside the Fifth Symphony, centres on a perky middle movement akin to a symphonic scherzo; it’s nicely weighted here, the momentum continuing through all the changes in texture. The final pair of sonatas harness Watkins’s full powers of expression, in particular No 5, the only one of all these to have a full-blown slow movement. It begins in reticent, almost hymn-like style and blooms into something deeply felt; Watkins and Bax handle its closing passages with tightly controlled restraint, then gently clear the air with the introduction to the wrangly little fugue of the finale. It’s all beautifully done. Continue reading...
Market Catalysts host Julie Hyman and Yahoo Finance Senior Reporter Brooke DiPalma take a look at some of Thursday morning's trending tickers and stories. Eli Lilly (LLY) unexpectedly raised its full-year sales outlook. Caterpillar (CAT) stock is surging after the company's quarterly earnings topped estimates. Qualcomm (QCOM) stock is also surging, thanks to strong data center demand.
Market Catalysts host Julie Hyman and Yahoo Finance Senior Reporter Brooke DiPalma take a look at some of Thursday morning's trending tickers and stories. Eli Lilly (LLY) unexpectedly raised its full-year sales outlook. Caterpillar (CAT) stock is surging after the company's quarterly earnings topped estimates. Qualcomm (QCOM) stock is also surging, thanks to strong data center demand.
ozgurdonmaz Investors are turning their attention to Apple ( AAPL ), which is scheduled to report earnings after Thursday’s closing bell, with expectations centered on several key themes likely to shape the discussion. Analysts anticipate a strong focus on China, where demand trends and regulatory dynamics remain critical, alongside continued momentum in wearable technology, an area that has becom...
ozgurdonmaz Investors are turning their attention to Apple ( AAPL ), which is scheduled to report earnings after Thursday’s closing bell, with expectations centered on several key themes likely to shape the discussion. Analysts anticipate a strong focus on China, where demand trends and regulatory dynamics remain critical, alongside continued momentum in wearable technology, an area that has become an increasingly important growth driver for the company. Tariff-related pressures are also expected to be addressed, particularly as global trade conditions continue to evolve. Heading into the release, Apple shares are trading at $271.20 and are modestly lower for 2026, down about 0.2%. Market participants will be closely monitoring both financial results and forward guidance for signals on the company’s near-term outlook. Listed below is what Kalshi traders are pricing in will be said in Apple’s upcoming earnings call: China — 99%. Wearable — 98%. Manufacturing — 95%. Tariff — 94%. Siri — 93%. Formula 1 / F1 — 87%. Privacy — 79%. Apple Pay — 77%. Creator Studio — 40%. Modem — 37%. Gemini — 32%. Streaming — 32%. Glasses — 19%. M3 — 19%. Widget — 17%. Fold / Folding / Foldable — 16%. Liquid Glass — 16%. Top 10 exchange traded funds with the largest exposure to shares of Apple: ( AAPX ), ( AAPB ), ( AAPW ), ( GXPT ), ( AAPU ), ( HLAL ), ( IYW ), ( FTEC ), ( VGT ), and ( TECL ). More on markets US30Y tops 5% for the first time in 9 months after the Fed's latest rate decision ETFs heavily tied to Amazon are in focus as the stock rises post earnings ETFs tied to Caterpillar jump after the stock's earnings-driven rally Powell's Fed tenure ranks among the strongest eras for U.S. equities since 1970 Ray Dalio says a wealth tax may spark a bubble pop
ozgurdonmaz Investors are turning their attention to Apple ( AAPL ), which is scheduled to report earnings after Thursday’s closing bell, with expectations centered on several key themes likely to shape the discussion. Analysts anticipate a strong focus on China, where demand trends and regulatory dynamics remain critical, alongside continued momentum in wearable technology, an area that has becom...
ozgurdonmaz Investors are turning their attention to Apple ( AAPL ), which is scheduled to report earnings after Thursday’s closing bell, with expectations centered on several key themes likely to shape the discussion. Analysts anticipate a strong focus on China, where demand trends and regulatory dynamics remain critical, alongside continued momentum in wearable technology, an area that has become an increasingly important growth driver for the company. Tariff-related pressures are also expected to be addressed, particularly as global trade conditions continue to evolve. Heading into the release, Apple shares are trading at $271.20 and are modestly lower for 2026, down about 0.2%. Market participants will be closely monitoring both financial results and forward guidance for signals on the company’s near-term outlook. Listed below is what Kalshi traders are pricing in will be said in Apple’s upcoming earnings call: China — 99%. Wearable — 98%. Manufacturing — 95%. Tariff — 94%. Siri — 93%. Formula 1 / F1 — 87%. Privacy — 79%. Apple Pay — 77%. Creator Studio — 40%. Modem — 37%. Gemini — 32%. Streaming — 32%. Glasses — 19%. M3 — 19%. Widget — 17%. Fold / Folding / Foldable — 16%. Liquid Glass — 16%. Top 10 exchange traded funds with the largest exposure to shares of Apple: ( AAPX ), ( AAPB ), ( AAPW ), ( GXPT ), ( AAPU ), ( HLAL ), ( IYW ), ( FTEC ), ( VGT ), and ( TECL ). More on markets US30Y tops 5% for the first time in 9 months after the Fed's latest rate decision ETFs heavily tied to Amazon are in focus as the stock rises post earnings ETFs tied to Caterpillar jump after the stock's earnings-driven rally Powell's Fed tenure ranks among the strongest eras for U.S. equities since 1970 Ray Dalio says a wealth tax may spark a bubble pop
The true narrative for Alphabet (GOOGL) stock is not found in its headline 22% revenue growth or its 82% surge in earnings per share. Beneath the noise of Wall Street beats, the data reveals a fundamental conflict between rapid artificial intelligence growth and the heavy capital required to sustain it.
The true narrative for Alphabet (GOOGL) stock is not found in its headline 22% revenue growth or its 82% surge in earnings per share. Beneath the noise of Wall Street beats, the data reveals a fundamental conflict between rapid artificial intelligence growth and the heavy capital required to sustain it.
Chevron ( CVX ) and Exxon Mobil ( XOM ) head into Friday’s Q1 earnings with expectations of double-digit profit declines, while investor attention sharpens on guidance against a volatile backdrop shaped in part by ongoing Middle East supply and geopolitical risks, as oil majors invest billions in new energy sources. For Exxon, the consensus EPS estimate is $1.01 (-42.6% Y/Y) and the consensus reve...
Chevron ( CVX ) and Exxon Mobil ( XOM ) head into Friday’s Q1 earnings with expectations of double-digit profit declines, while investor attention sharpens on guidance against a volatile backdrop shaped in part by ongoing Middle East supply and geopolitical risks, as oil majors invest billions in new energy sources. For Exxon, the consensus EPS estimate is $1.01 (-42.6% Y/Y) and the consensus revenue estimate is $85.29B (+2.6% Y/Y). CVX is meanwhile expected to report profit of $0.97 (-55.5% Y/Y) on revenue of $52.7B (+10.7% Y/Y). Exxon ( XOM ) earlier this month said that disruptions to its assets in Qatar and the United Arab Emirates will reduce its global oil-equivalent production by 6% in Q1 compared to the previous quarter, as the Iran war paralyzed much of the Persian Gulf energy industry. According to SA investing group leader Daniel Sereda , "the market might have overreacted to the management's Qatar and the UAE asset production cuts warnings, based on the latest revisions, because the oil prices have likely helped XOM offset the negatives." On the bottom line, Sereda expects "a paper loss that might lead to some algos' reaction if XOM misses the EPS consensus because of that. But any meaningful post-earnings correction should be viewed as a buying opportunity." Elsewhere, Chevron ( CVX ), which resumed full production of liquefied natural gas at its Wheatstone plant in Australia, also "remains a strong buy," supported by robust fundamentals, strategic diversification, and resilience amid Middle East tensions, one SA analyst argues. More importantly, Chevron's "valuation remains low with an attractive upside potential." CVX could see an estimated ~$1.7B earnings boost in Q1'26 due to higher average crude oil prices, supporting accelerated stock buybacks and a potential revaluation, the analysts adds . Over the last 2 years, XOM has beaten EPS estimates 88% of the time and has surpassed revenue expectations 75% of the time. CVX, on the other hand, has beaten...
Carrier Global ( CARR ) shares gained about 8% on Thursday after the company reported first-quarter results that beat expectations, supported by surging demand tied to data centers. Adjusted EPS came in at $0.57, beating estimates by $0.06, while revenue of $5.34B rose 2.3% year-over-year and topped forecasts by $330M. Growth was driven by strong momentum in commercial HVAC unit, where orders rose...
Carrier Global ( CARR ) shares gained about 8% on Thursday after the company reported first-quarter results that beat expectations, supported by surging demand tied to data centers. Adjusted EPS came in at $0.57, beating estimates by $0.06, while revenue of $5.34B rose 2.3% year-over-year and topped forecasts by $330M. Growth was driven by strong momentum in commercial HVAC unit, where orders rose 35%, including a more than 500% jump in data center-related orders. The company said its backlog now fully covers expected 2026 data center sales. Investors shrugged off weakness in residential segments and continued headwinds in China that weighed on profitability, with adjusted operating profit down 30%. Carrier reaffirmed its full-year outlook, including expected 2026 sales of about $22B and adjusted EPS of around $2.80. CEO David Gitlin said the strong order growth, particularly in data centers, supports continued expansion in its Commercial HVAC business. Carrier stock is up 25% so far this year, outperforming broader market gains. More on Carrier Global Carrier Global Corporation 2026 Q1 - Results - Earnings Call Presentation Carrier Global Corporation (CARR) Presents at JPMorgan Industrials Conference 2026 Transcript Carrier Global: Commercial HVAC Momentum Supports Growth, But Valuation Discount Justified Carrier Global beats top-line and bottom-line estimates; reaffirms FY26 outlook Carrier Global Q1 2026 Earnings Preview
Earnings Call Insights: CRH (CRH) Q1 2026 Management view “I am pleased to report a strong first quarter performance… we delivered further growth in revenues, adjusted EBITDA and margin compared to the prior year period,” said CEO Jim Mintern, citing “disciplined commercial execution and positive contributions from acquisitions,” alongside “3 noncore businesses” agreed for divestment for “a total ...
Earnings Call Insights: CRH (CRH) Q1 2026 Management view “I am pleased to report a strong first quarter performance… we delivered further growth in revenues, adjusted EBITDA and margin compared to the prior year period,” said CEO Jim Mintern, citing “disciplined commercial execution and positive contributions from acquisitions,” alongside “3 noncore businesses” agreed for divestment for “a total consideration of $1.9 billion” and “approximately $900 million in 9 value-accretive acquisitions.” (CEO & Director Jim Mintern) Mintern highlighted capital returns and shareholder payout actions: “Our ongoing share buyback program has returned approximately $400 million so far this year… commencing a further quarterly tranche of $300 million,” and “the Board has declared a quarterly dividend of $0.39 per share, representing an increase of 5% on the prior year.” (CEO & Director Mintern) “Total revenues were 21% ahead of the prior year period, with robust volumes across all product lines,” COO Randy Lake said for Americas Materials Solutions, adding aggregates “volumes increased by 14%” and cement “volumes were 10% ahead,” while pointing to mix impacts in pricing and emphasizing “mix-adjusted pricing” in aggregates. (Chief Operating Officer Randy Lake) “We would expect about $200 million of net incremental EBITDA contribution” from the year-to-date portfolio actions for 2026, CFO Nancy Buese said, adding, “that’s unchanged from our previous guidance.” (Chief Financial Officer Nancy Buese) Outlook “We are pleased to reaffirm our financial guidance for 2026,” Mintern said, adding the guide reflects “a strong start to the year as well as the net impact of divestitures and acquisitions.” (CEO & Director Mintern) “Assuming normal seasonal weather patterns for the remainder of the year and no further major dislocations in the geopolitical or macroeconomic environment, we expect full year adjusted EBITDA to be between $8.1 billion and $8.5 billion, net income between $3.9 billion an...