O'Reilly Automotive ( ORLY ) shares jumped over 6% during early trading hours on Thursday after the retailer and supplier of automotive aftermarket parts reported better-than-expected first-quarter results. For the first quarter, the firm reported GAAP EPS of $0.72, beating estimates by $0.02, while revenue of $4.56B was $100M higher than market expectations. The company also updated its full-year...
O'Reilly Automotive ( ORLY ) shares jumped over 6% during early trading hours on Thursday after the retailer and supplier of automotive aftermarket parts reported better-than-expected first-quarter results. For the first quarter, the firm reported GAAP EPS of $0.72, beating estimates by $0.02, while revenue of $4.56B was $100M higher than market expectations. The company also updated its full-year 2026 guidance for revenue to $18.7B to $19B versus a consensus of $18.98B and EPS guidance of $3.15 to $3.25 versus a consensus of $3.22. The retailer and supplier of automotive aftermarket parts expects to open 225 to 235 new stores in 2026. Brad Beckham, O’Reilly’s CEO, commented, “We are pleased to report a strong start to 2026, highlighted by an 8.1% increase in comparable store sales and a 16% increase in our first quarter diluted earnings per share. Team O’Reilly delivered comparable store sales results exceeding our expectations in both professional and DIY, with double-digit growth in our professional business and mid-single-digit growth in DIY. Our ability to drive productivity in our business and translate robust sales growth into a 14% increase in operating profit is the direct result of our team's focus on prudent expense management.” More on O'Reilly Automotive O'Reilly Auto Parts: Time To Lean In O'Reilly Automotive: Good For The Long Term, Performance Within Expectations O'Reilly Automotive, Inc. (ORLY) Q4 2025 Earnings Call Transcript O'Reilly Automotive GAAP EPS of $0.72 beats by $0.02, revenue of $4.56B beats by $100M O'Reilly Automotive Q1 2026 Earnings Preview
Luis Alvarez Envision Research has upgraded Advanced Micro Devices ( AMD ) to a Buy, citing its superior positioning in the agentic AI infrastructure market. Similarly, Oakoff Investments has moved Palantir Technologies ( PLTR ) to a Buy rating, pointing to a resilient commercial moat and favorable risk-reward balance ahead of its upcoming earnings report. On the other hand, Seeking Profits has do...
Luis Alvarez Envision Research has upgraded Advanced Micro Devices ( AMD ) to a Buy, citing its superior positioning in the agentic AI infrastructure market. Similarly, Oakoff Investments has moved Palantir Technologies ( PLTR ) to a Buy rating, pointing to a resilient commercial moat and favorable risk-reward balance ahead of its upcoming earnings report. On the other hand, Seeking Profits has downgraded Mattel ( MAT ) to a Hold due to lackluster execution and persistent margin pressures. Pinterest ( PINS ) has also been downgraded to a Sell by Amrita Roy, who identifies a significant revenue growth slowdown and a lack of clear catalysts for a turnaround in the near term. Upgrades Advanced Micro Devices ( AMD ): Upgrade to Buy by Envision Research . The analyst argues that AMD is better positioned than its primary competitors to benefit from structural shifts in AI infrastructure demand, particularly within the realm of agentic AI. “Whether Q1 2026 marks a turning point for INTC or not, the yield from AMD has been much stronger in recent years. As seen, AMD has reported a positive yield every year since 2018. Looking ahead, I expect AMD’s yield to remain superior as its R&D is consolidated around a single and scalable architecture.” Palantir Technologies ( PLTR ): Upgrade Bearish to Buy by Oakoff Investments . The analyst cites Palantir’s unique ontology layer as a critical differentiator that protects its commercial business from competition while maintaining rapid sales cycles. “I believe management will provide several positive commentaries, and PLTR will, once again in its corporate history, report a massive Rule of 40, outshining most other tech firms out there. The risk/reward looks favorable ahead of the earnings print, so I decided to upgrade my rating to "Buy" for the first time since mid-2024.” Downgrades Mattel ( MAT ): Downgrade to Hold by Seeking Profits . Despite a surprise quarterly profit, the analyst remains cautious due to fading growth prospects ...
Luis Alvarez Envision Research has upgraded Advanced Micro Devices ( AMD ) to a Buy, citing its superior positioning in the agentic AI infrastructure market. Similarly, Oakoff Investments has moved Palantir Technologies ( PLTR ) to a Buy rating, pointing to a resilient commercial moat and favorable risk-reward balance ahead of its upcoming earnings report. On the other hand, Seeking Profits has do...
Luis Alvarez Envision Research has upgraded Advanced Micro Devices ( AMD ) to a Buy, citing its superior positioning in the agentic AI infrastructure market. Similarly, Oakoff Investments has moved Palantir Technologies ( PLTR ) to a Buy rating, pointing to a resilient commercial moat and favorable risk-reward balance ahead of its upcoming earnings report. On the other hand, Seeking Profits has downgraded Mattel ( MAT ) to a Hold due to lackluster execution and persistent margin pressures. Pinterest ( PINS ) has also been downgraded to a Sell by Amrita Roy, who identifies a significant revenue growth slowdown and a lack of clear catalysts for a turnaround in the near term. Upgrades Advanced Micro Devices ( AMD ): Upgrade to Buy by Envision Research . The analyst argues that AMD is better positioned than its primary competitors to benefit from structural shifts in AI infrastructure demand, particularly within the realm of agentic AI. “Whether Q1 2026 marks a turning point for INTC or not, the yield from AMD has been much stronger in recent years. As seen, AMD has reported a positive yield every year since 2018. Looking ahead, I expect AMD’s yield to remain superior as its R&D is consolidated around a single and scalable architecture.” Palantir Technologies ( PLTR ): Upgrade Bearish to Buy by Oakoff Investments . The analyst cites Palantir’s unique ontology layer as a critical differentiator that protects its commercial business from competition while maintaining rapid sales cycles. “I believe management will provide several positive commentaries, and PLTR will, once again in its corporate history, report a massive Rule of 40, outshining most other tech firms out there. The risk/reward looks favorable ahead of the earnings print, so I decided to upgrade my rating to "Buy" for the first time since mid-2024.” Downgrades Mattel ( MAT ): Downgrade to Hold by Seeking Profits . Despite a surprise quarterly profit, the analyst remains cautious due to fading growth prospects ...
IBM 副董事长、前美国总统首席经济顾问加里·科恩表示，持续攀升的油价将直接侵蚀美国消费者的可支配收入，对整体经济构成严重威胁。 科恩在接受采访时指出，“没有什么比消费者握着加油枪、看着油泵上数字跳动更直接的体验了。”他举例称，如果消费者一周前加油花80美元，本周花85美元，一个月前仅需60美元，他们会立即意识到“加满这箱油让我损失了20美元的可支配收入”。科恩补充说，若每周加油四次，相当于税后可...
IBM 副董事长、前美国总统首席经济顾问加里·科恩表示，持续攀升的油价将直接侵蚀美国消费者的可支配收入，对整体经济构成严重威胁。 科恩在接受采访时指出，“没有什么比消费者握着加油枪、看着油泵上数字跳动更直接的体验了。”他举例称，如果消费者一周前加油花80美元，本周花85美元，一个月前仅需60美元，他们会立即意识到“加满这箱油让我损失了20美元的可支配收入”。科恩补充说，若每周加油四次，相当于税后可支配收入减少80美元，“这足以决定你是否每周带家人出去吃几次饭”。 科恩曾在 高盛 工作超过25年，从大宗商品交易员一路升至总裁兼首席运营官。2017年加入特朗普政府担任美国国家经济委员会主任后，他成为2017年《减税与就业法案》的主要起草人之一。谈及当前经济环境时，科恩表示：“我认为目前……我们更像是处于滞胀状态——经济增长停滞，但物价却在上涨。” 科恩的警告与华尔街的担忧相呼应。布伦特原油目前仍徘徊在每桶114美元附近。科恩认为，虽然油价本身不一定直接导致衰退，但它通过侵蚀消费力所引发的连锁反应，足以成为压垮美国经济的重负。 责任编辑：张俊 SF065
Western Union’s (NYSE:WU) is preparing to launch a U.S. Dollar Payment Token stablecoin, a Digital Asset Network and a Stable Card, CEO Devin McGranahan says. USDPT is in the final stages of development and will launch next month, McGranahan said...
Western Union’s (NYSE:WU) is preparing to launch a U.S. Dollar Payment Token stablecoin, a Digital Asset Network and a Stable Card, CEO Devin McGranahan says. USDPT is in the final stages of development and will launch next month, McGranahan said...
BalkansCat/iStock Editorial via Getty Images Xerox Holdings ( XRX ) soared over 35% on Thursday after reporting first quarter results that beat Wall Street expectations. Revenue was up nearly 27% to $1.85B, driven by 30% higher sales from the print and other segment. Adjusted net loss was $0.43 per share, down $0.37 Y/Y. “This quarter’s results demonstrated tangible progress as revenue and profit ...
BalkansCat/iStock Editorial via Getty Images Xerox Holdings ( XRX ) soared over 35% on Thursday after reporting first quarter results that beat Wall Street expectations. Revenue was up nearly 27% to $1.85B, driven by 30% higher sales from the print and other segment. Adjusted net loss was $0.43 per share, down $0.37 Y/Y. “This quarter’s results demonstrated tangible progress as revenue and profit trajectory improved, adjusted operating margin expanded, and we further enhanced our liquidity,” said CEO Louie Pastor, who added that Xerox was reaffirming its 2026 guidance. Xerox continues to expect 2026 revenue above $7.5B, adjusted operating income of $450M-$500M, and free cash flow of around $250M. More on Xerox Holdings Corporation Xerox: It Is Not Looking Good Xerox Holdings Corporation (XRX) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Xerox Holdings Corporation Non-GAAP EPS of -$0.11 beats by $0.16, revenue of $1.85B beats by $100M Xerox Holdings Corporation Q1 2026 Earnings Preview Seeking Alpha’s Quant Rating on Xerox Holdings Corporation
Eli Lilly ( LLY ) and Novo Nordisk ( NVO ), the two pharmas dominating the weight loss drugs market, surged Thursday morning after the US FDA proposed placing a significant restriction on the ability of pharmacies to make compounded versions of GLP-1. The agency is considering the removal of tirzepatide, semaglutide, and liraglutide from the 503B Bulk Drugs Substances List. If a drug is on the lis...
Eli Lilly ( LLY ) and Novo Nordisk ( NVO ), the two pharmas dominating the weight loss drugs market, surged Thursday morning after the US FDA proposed placing a significant restriction on the ability of pharmacies to make compounded versions of GLP-1. The agency is considering the removal of tirzepatide, semaglutide, and liraglutide from the 503B Bulk Drugs Substances List. If a drug is on the list, pharmacies can compound the medications from bulk substances. In addition, in many circumstances, a drug can only be compounded if it is in shortage. The trio referenced in the FDA's news release are not in short supply. Tirzepatide is branded by Lilly as Zepbound and Mounjaro for, respectively, obesity and type 2 diabetes. Semaglutide is sold by Novo as Wegovy and Ozempic for, respectively, obesity and diabetes. Liraglutide is marketed by Novo as Saxenda and Victoza for, respectively, obesity and diabetes. The agency noted there is no “clinical need” for the three medications to remain on the list. "This action reflects our responsibility to protect patients and preserve the integrity of the drug approval process while continuing to provide a transparent, science-based pathway for public input," FDA Commissioner Marty Makary said in a statement . More on Eli Lilly, Novo Nordisk Novo Nordisk: Pricing Pressure And Falling Margins Make This A Value Trap (Q1 Earnings Preview) Eli Lilly Stock Could Rise Sharply After Earnings Eli Lilly: A Heavyweight Battle Isn't Won In Round 1 Lilly CEO says Foundayo launch will be "just fine" Lilly rises after boosting 2026 outlook
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the SPDR Portfolio Aggregate Bond ETF (Symbol: SPAB) where we have detected an approximate $117.4 million dollar outflow -- that's a 1.2% decrease week
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the SPDR Portfolio Aggregate Bond ETF (Symbol: SPAB) where we have detected an approximate $117.4 million dollar outflow -- that's a 1.2% decrease week
Getty Images Markets are going through the busiest part of earnings season. In fact, four of the top hyperscalers reported simultaneously after the bell on Wednesday. While the reports appear impressive, for the most part, there are some issues that should be considered now. Also, while the initial reactions to the earnings were mixed, the Nasdaq 100 ( NDX ) futures recovered quickly, and shot up ...
Getty Images Markets are going through the busiest part of earnings season. In fact, four of the top hyperscalers reported simultaneously after the bell on Wednesday. While the reports appear impressive, for the most part, there are some issues that should be considered now. Also, while the initial reactions to the earnings were mixed, the Nasdaq 100 ( NDX ) futures recovered quickly, and shot up to new ATHs shortly after. Nasdaq 100 Futures NQ (thinkorswim) The Nasdaq 100 futures have surged by over 20% since bottoming roughly one month ago. The trillion-dollar question is what happens here. Does the market continue to rally? Does the tech segment need to consolidate? Could there be a considerable pullback soon? These are pressing questions, and there are various factors that could influence and increase the probability of each of the scenarios. Let's Look at Earnings Microsoft Corporation ( MSFT ) delivered an excellent quarter. GAAP EPS of $4.27 beat the consensus estimate by $0.22. Revenue was also a beat ($82.9B), 18.3% YoY increase. Cloud revenue made up $54.5B of the revenues, increasing by 29% YoY. Azure revenue increased by 40% YoY. The company also guided to solid revenue growth of roughly 14% for the next quarter, and announced full year 2026 will be about $190B. Questions regarding the ROI of the massive investments persisted during the earnings call. While Microsoft's stock initially held up well post earnings, Meta Platforms, Inc. ( META ) stock fell hard. As of early morning Thursday April 30th, Meta was down about $50, or roughly 8%. Also, the headline numbers were quite strong, as the company crushed EPS estimates, delivering GAAP EPS of $10.44, a beat of $3.78 . Sales also beat estimates, coming in at a 33.1% increase over last year's results. However, Meta guided to a muted Q2, growth-wise (roughly $59.5B) 25.2% projected YoY increase, only meeting the consensus estimates. Also, user growth stalled. Additionally, Meta upped its CapEx expectations ...
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares MSCI Japan ETF (Symbol: EWJ) where we have detected an approximate $234.4 million dollar inflow -- that's a 1.2% increase week over week in o
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares MSCI Japan ETF (Symbol: EWJ) where we have detected an approximate $234.4 million dollar inflow -- that's a 1.2% increase week over week in o
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Invesco S&P 500 Momentum ETF (Symbol: SPMO) where we have detected an approximate $300.8 million dollar inflow -- that's a 1.9% increase week ove
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Invesco S&P 500 Momentum ETF (Symbol: SPMO) where we have detected an approximate $300.8 million dollar inflow -- that's a 1.9% increase week ove