Meta lifts spending forecast, shares fall Reuters

Axis Capital Holdings press release ( AXS ): Q1 GAAP EPS of $3.29 misses by $0.09 . Revenue of $1.64B (+7.9% Y/Y) misses by $170M . Annualized return on average common equity ("ROACE") of 17.0% and annualized operating ROACE of 17.7% Combined ratio of 89.8% Underwriting income of $187 million, an increase of $24 million, or 15%, compared to the first quarter of 2025 Book value per diluted common share of $78.19, an increase of $0.99, or 1.3%, compared to December 31, 2025 More on Axis Capital Holdings Axis Capital Holdings Q1 2026 Earnings Preview Axis Capital Holdings declares $0.44 dividend Seeking Alpha’s Quant Rating on Axis Capital Holdings Historical earnings data for Axis Capital Holdings Dividend scorecard for Axis Capital Holdings

Alexander Shapovalov VICI Properties ( VICI ) nudged up its full-year AFFO per share guidance after its Q1 earnings and revenue grew in line with the Wall Street consensus estimates. The REIT that invests in casino and entertainment properties now expects 2026 adjusted FFO per share of $2.44-$2.47 vs. the Visible Alpha consensus of $2.46 and its prior outlook of $2.42-$2.45. Q1 adjusted FFO per share of $0.61, in line with the Visible Alpha consensus, edged up from $0.60 in Q4 2025 and $0.58 in last year’s Q1. Total revenue of $1.02B, matching the consensus, increased from $1.01B in the prior quarter and $984.2M in the year-ago period. The current quarter's revenue included $130.0M of non-cash leasing and financing adjustments and $18.9M of other income. Vici Properties ( VICI ) stock ticked up 0.1% in Thursday after-hours trading. Income from lease financing receivables, loans, and securities rose to $452.0M from $448.8M in Q4 and $426.5M in Q1 2025 Total operating expenses were a benefit of $76.3M compared with expenses of $199.4M in the prior quarter and expenses of $228.7M in the year-ago quarter. Adjusted EBITDA of $838.2M, exceeding the Visible Alpha estimate of $836.3M, climbed from $828.8M in Q4 and $802.1M in last year’s Q1. "In the first quarter of 2026, we grew our quarterly revenue by 3.5% and our AFFO per share by approximately 4.5% year-over-year, reflecting the continued compounding of our business model," said CEO Edward Pitoniak. "This quarter demonstrated what we believe to be one of VICI's most durable competitive advantages: the ability to grow through deepening relationships with our existing partners." Conference call on April 30 at 10:00 AM ET. More on VICI Properties VICI Properties: Battered Casino Cash Cow Poised For A Strong Rebound VICI Properties: A Winning High-Yield Bet To Buy Now VICI Properties: Strong Buy With Rich Yields And Promising Upside Story VICI Properties FFO of $0.82 beats by $0.11, revenue of $1.02B in-line

Chipotle Mexican Grill press release ( CMG ): Q1 Non-GAAP EPS of $0.24 in-line. Revenue of $3.1B (+6.9% Y/Y) beats by $30M . Comparable restaurant sales increased 0.5% The increase was driven by new restaurant openings and, to a lesser extent, a 0.5% increase in comparable restaurant sales due to higher transactions of 0.6%, partially offset by a 0.1% decrease in average check. Digital sales represented 38.6% of total food and beverage revenue. During the first quarter we opened 49 company-owned restaurants, of which 42 included a Chipotlane. Chipotlanes continue to perform well and are helping enhance guest access and convenience, as well as increase new restaurant sales, margins and returns. For 2026, management is anticipating the following: Full year comparable restaurant sales to be about flat 350 to 370 new restaurant openings, which includes 10 to 15 international partner-operated restaurants. Around 80% of company-owned restaurants will have a Chipotlane An estimated underlying effective full year tax rate between 24% and 26% before discrete items Shares +2% . More on Chipotle Mexican Grill Chipotle Q1 2026 Results Preview: It's All About Transactions Growth Chipotle Mexican Grill: Not A Buy, Pending Sales Growth And P/E Moderation Chipotle: The 'Slop Bowl' Narrative Is Creating A Generational Buying Opportunity Chipotle Q1 earnings on deck: What to expect Chipotle hires a new chief brand officer as it looks to boost guest loyalty

In trading on Wednesday, shares of Capital Power Corp (TSX: CPX.TO) crossed below their 200 day moving average of $62.81, changing hands as low as $61.73 per share. Capital Power Corp shares are currently trading off about 7.4% on the day. The chart below shows the one year pe

Microsoft (MSFT) Reports Strong Q3 Revenue Surpassing Expectatio GuruFocus

Microsoft (MSFT) Reports Impressive Growth in AI Revenue GuruFocus

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.04%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.57%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.58%. June E-mini S&P futures (ESM26 ) fell -0.07%, and June E-mini Nasdaq futures...

In trading on Wednesday, shares of Brookfield Renewable Corp (TSX: BEPC.TO) crossed below their 200 day moving average of $53.73, changing hands as low as $47.29 per share. Brookfield Renewable Corp shares are currently trading down about 13.1% on the day. The chart below show

Türk Hava Yollari Anonim Ortakligi press release ( TKHVY ): Q1 GAAP EPS of $0.16. Revenue of $5.91B (+21.1% Y/Y). More on Türk Hava Yollari Anonim Ortakligi Türk Hava Yollari Anonim Ortakligi (TKHVY) Q4 2025 Earnings Call Transcript Türk Hava Yollari Anonim Ortakligi 2025 Q4 - Results - Earnings Call Presentation Historical earnings data for Türk Hava Yollari Anonim Ortakligi Financial information for Türk Hava Yollari Anonim Ortakligi

American Water Works press release ( AWK ): Q1 Non-GAAP EPS of $1.01 misses by $0.08 . Revenue of $1.21B (+6.1% Y/Y) beats by $90M . 2026 earnings per share guidance range of $6.02 to $6.12 vs $6.09 consensus affirmed Announced quarterly cash dividend of $0.8950 per share of common stock, payable in June, an increase of 8.2% Shares +1% . More on American Water Works American Water Works: Forever Assets Finally At A Reasonable Price American Water Works: Pick Up This Future Dividend Aristocrat Now American Water Works Company, Inc. (AWK) Q4 2025 Earnings Call Transcript American Water Works Q1 2026 Earnings Preview American Water Works, Essential Utilities merger approved by Kentucky regulator

張兆聰：寧德時代配售風險解除 可趁低收集 - 20260430 - 報章內容 明報財經網

In trading on Wednesday, shares of the Invesco Floating Rate Municipal Income ETF (Symbol: PVI) crossed above their 200 day moving average of $24.83, changing hands as high as $24.93 per share. Invesco Floating Rate Municipal Income shares are currently trading up about 0.2% on

Everest Group press release ( EG ): Q1 GAAP EPS of $16.08 beats by $1.51 . Revenue of $3.85B (-9.6% Y/Y) beats by $570M . Annualized 16.8% Net Income ROE and 16.7% Net Operating Income ROE $316 million of Underwriting Income and Combined Ratio of 91.2% Repurchased $331 million of Common Shares During the Quarter More on Everest Group Everest Group: Turnaround Is Underway Everest Group, Ltd. (EG) Q4 2025 Earnings Call Transcript Everest Group Q1 2026 Earnings Preview Everest Group to sell Canada retail unit to Wawanesa Mutual Insurance Seeking Alpha’s Quant Rating on Everest Group

Redwood Trust press release ( RWT ): Q1 Non-GAAP EPS of $0.21 misses by $0.01 . Revenue of $63.9M (-13.4% Y/Y) beats by $34.11M . GAAP book value per common share was $7.12 at March 31, 2026, compared to $7.36 per share at December 31, 2025 Economic return on book value of (0.8)% for the first quarter 2026 (3) GAAP net loss of $(7.3) million or $(0.07) per basic and diluted common share Non-GAAP Earnings Available for Distribution ("EAD") of $27.1 million or $0.21 per basic common share (1) Non-GAAP Core Segments Earnings Available for Distribution ("Core Segments EAD") of $36.5 million, or $0.28 per basic common share (4) Declared and paid a regular quarterly dividend of $0.18 per common share More on Redwood Trust Redwood Trust: Change In Delinquencies And Disclosures Make Me Pause On Baby Bonds (Downgrade) Redwood Trust Now Has 4 Notes Available: All Rated Hold Redwood Trust: 12% Dividend And Discount To Book Redwood Trust's Sequoia platform gets $8B loan boost via Castlelake JV Redwood Trust Q1 2026 Earnings Preview

Amazon’s (NASDAQ:AMZN) Q1 CY2026: Beats On Revenue StockStory

Amazon’s (NASDAQ:AMZN) Q1 CY2026: Beats On Revenue StockStory

格隆汇4月30日｜微软(MSFT.O)2026财年Q3云业务收入实现增长，而支出增幅低于预期。微软2026财年Q3资本支出增长49%至319亿美元，机构此前预期为349亿美元。第二季度的资本支出总额为375亿美元。Azure云计算部门当季营收如期增长40%，增速快于前三个月的39%。这一业绩或将缓解市场担忧：此前，微软面向企业的Copilot365助手推广缓慢，且对OpenAI的过度依赖，可能已削弱了微软在AI竞赛中的早期领先优势。此外，这也有助于证明数据中心支出是合理的——尽管该支出已给现金流带来压力，但主要云服务商今年在AI基础设施上的投入预计将超过6000亿美元。

Americans are paying the highest prices for gasoline in nearly four years, leading to frustration at the pump and to worries about higher inflation and a weaker economy.

Meta Platforms Tops Expectations In Q1, Shares Slide As Company Raises 2026 CapEx Guidance Benzinga

Earnings Call Insights: GE HealthCare (GEHC) Q1 2026 Management View “We were pleased with the top line growth that came in at the high end of our expectations, driven by our Pharmaceutical Diagnostics, Advanced Visualization Solutions and Imaging businesses,” and “we also had strong services growth in the quarter,” said President, CEO & Director Peter Arduini. Arduini said profitability fell short due to discrete items and cost inflation: “We were disappointed by profit performance in the first quarter, which was impacted by a recall associated with a PDx supplier that has since been resolved,” and “later in the quarter, we began to see more significant increases in material costs, which we expect will continue for the remainder of the year.” On the inflation reset, Arduini quantified key drivers: “Approximate $100 million increase in the price of memory chips,” “an increase in oil and freight costs of approximately $100 million,” and “other inflation impacts are expected to total approximately $50 million,” adding, “prior to any mitigation, the gross impact of these costs is approximately $250 million or $0.43 per share.” Arduini highlighted key product and pipeline milestones, including photon-counting CT commercialization setup: “Regulatory clearances in both the U.S. and Japan mark an inflection point for Photonova Spectra,” and “we’re actively working with customers on site readiness and building a strong pipeline for future sales.” On radiopharmaceuticals, Arduini said, “Flyrcado continuing to ramp with a nearly 80% increase in doses since late January,” and “this reinforces our confidence in our medium-term target of $500 million or more in annual revenue by 2028.” Vice President & CFO James Saccaro summarized Q1 performance: “We delivered revenue of $5.1 billion, representing 2.9% organic growth year-over-year,” “adjusted EBIT margin of 13.5% and adjusted EPS of $0.99,” and “our free cash flow was $112 million in the quarter.” Arduini announced reporting an...

AWS revenue rose 28% to $37.6 billion, the fastest growth in 15 quarters, as total revenue climbed 17% to $181.5 billion

Oracle partner Bloom Energy guided high to underscore fuel-cell energy demand as AI data centers multiply.

Image source: The Motley Fool. Wednesday, April 29, 2026 at 2 p.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

Joe Hendrickson/iStock Editorial via Getty Images April 29th was a rough day for shareholders of SoFi Technologies, Inc. ( SOFI ). The stock dropped about 13.6% in afternoon trading after management announced financial results covering the first quarter of the company's 2026 fiscal year. Objectively speaking, it was actually a good time for the company. Revenue, profits, and cash flows rose nicely. The firm continues to see an increase in its book value per share and tangible book value per share on a year-over-year basis. And guidance points toward additional significant growth throughout this year. The problem, however, was the fact that the market decided to punish the company for falling short of analysts’ expectations when it came to both top line and bottom line performance. But honestly, I view this as a good opportunity for those who are bullish about the business. Depending on which metric you use, the stock is quite cheap. And when you factor in its continued expansion, it makes sense to be bullish on it right now. That's why I have no problem reaffirming it as a Buy candidate after previously upgrading it to that in March of this year. A great time meets pessimism Author's Compilation - SEC EDGAR Data By almost every measure you could look at, the first quarter of the 2026 fiscal year was a good time for shareholders of SoFi Technologies. Management reported revenue of $1.10 billion. That happened to be 42.6% above the $771.8 million that the business reported a year earlier. And yet, the market seemed unhappy since revenue did fall short of what analysts anticipated to the tune of about $30 million. This overall expansion that the company saw was thanks to a continued rise in the number of members and products that it has. The company ended 2025 with 13.65 million members. But that number popped to 14.71 million by the first quarter of this year. As the number of members increases, the number of products, which would be the number of features that they u...

Plexus ( PLXS ) announced chief financial officer Patrick Jermain will retire. David Abuhl has been appointed SVP and CFO, effective May 11, 2026. Abuhl currently serves as SVP-Finance and joined the leadership team in 2025. Jermain will remain in an advisory role through July 31, 2026, to support transition. More on Plexus Plexus Q2 2026 Earnings Preview Seeking Alpha’s Quant Rating on Plexus Historical earnings data for Plexus Financial information for Plexus

SBA Communications press release ( SBAC ): Q1 FFO of $3.03 beats by $0.05 . Revenue of $703.44M (+5.9% Y/Y) beats by $8.58M . The Company’s 2026 Outlook assumes an average foreign currency exchange rate of 5.05 Brazilian Reais to 1.0 U.S. Dollar, 2,560 Tanzanian Shillings to 1.0 U.S. Dollar, and 16.40 South African Rand to 1.0 U.S. Dollar throughout the last three quarters of 2026. Change from Change from February 26, 2026 February 26, 2026 Outlook (in millions, except per share amounts) Full Year 2026 Outlook (7) Excluding FX (7) Site leasing revenue $ 2,649.0 to $ 2,674.0 $ 24.0 $ 18.0 Site development revenue $ 190.0 to $ 210.0 $ — $ — Total revenues $ 2,839.0 to $ 2,884.0 $ 24.0 $ 18.0 Tower Cash Flow (1) $ 2,092.0 to $ 2,112.0 $ 10.0 $ 5.0 Adjusted EBITDA (1) $ 1,921.0 to $ 1,941.0 $ 9.0 $ 5.0 Net cash interest expense (2)(3) $ 492.0 to $ 500.0 $ — $ — Non-discretionary cash capital expenditures (4) $ 67.0 to $ 77.0 $ — $ — AFFO (1) $ 1,269.0 to $ 1,317.0 $ 9.0 $ 5.0 AFFO per share (1) (5) $ 11.93 to $ 12.38 $ 0.09 $ 0.05 Discretionary cash capital expenditures (6) $ 430.0 to $ 450.0 $ — $ — Click to enlarge More on SBA Communications SBA Communications: Shares Jump On Potential Takeover, But Uncertainty Remains High (Rating Downgrade) SBA Communications: Near-Term AFFO Pressure, But Long-Term Recovery Potential Remains SBA Communications Corporation (SBAC) Presents at Deutsche Bank 34th Annual Media, Internet & Telecom Conference Transcript SBA Communications Q1 2026 Earnings Preview SBA Communications upgraded at Truist on 'multiple paths to upside in shares'

4 Stocks Primed to Benefit From the $7 Trillion Data Center Build-Out The Globe and Mail

(RTTNews) - eBay Inc. (EBAY) revealed earnings for its first quarter that Increases, from the same period last year

More on Microsoft Microsoft: Buy This Bargain Before Earnings Wall Street Lunch: OpenAI Loosens Exclusivity In Revised Microsoft Pact Microsoft: Preparing For Pivotal 'Show-Me' Q3 Earnings Microsoft slides even as Q3 results top estimates Microsoft earnings preview: AI and gaming strength are in the spotlight