bo feng/iStock via Getty Images The following segment was excerpted from the Calamos Convertible Fund Q1 2026 Commentary. Contributors Lumentum Holdings Inc. ( LITE ) 0.375% Convertible due 2032 | 5.4% of fund as of 3/31/26 Profile: Lumentum Holdings Inc. is a leading designer and manufacturer of optical and photonic products that are essential to the cloud, artificial intelligence and machine lea...
bo feng/iStock via Getty Images The following segment was excerpted from the Calamos Convertible Fund Q1 2026 Commentary. Contributors Lumentum Holdings Inc. ( LITE ) 0.375% Convertible due 2032 | 5.4% of fund as of 3/31/26 Profile: Lumentum Holdings Inc. is a leading designer and manufacturer of optical and photonic products that are essential to the cloud, artificial intelligence and machine learning, telecommunications, and industrial end-market applications. AI/ML is providing a significant tailwind for the company, driving a dramatic surge in demand for Lumentum's optical components and modules. The company was incorporated in 2015 and is headquartered in San Jose, California. Analysis: Lumentum Holdings' common stock and convertible advanced as investors increasingly recognized the company's central role in the buildout of AI and cloud data centers, where demand for high-speed optical components and photonic interconnects continued to accelerate. Momentum strengthened following strong fiscal second quarter results and upbeat guidance in early February, which highlighted sharp year-over-year revenue growth, expanding margins, and rising orders from hyperscale customers investing heavily in AI infrastructure. The stock also benefited from high-profile strategic developments that came to light later in the quarter, including a deepening partnership and a $2B investment from Nvidia. Lumentum also announced that it would join the S&P 500. Lumentum's convertible bond provides continued upside participation with a yield advantage over the common stock, which does not pay a dividend. Western Digital Corp. ( WDC ) 3.00% Convertible due 2028 | 3.3% of fund as of 3/31/26 Profile: Western Digital Corp. is a leading global provider of data storage solutions, specializing in hard disk drives (HDDs), which have become critical components in the worldwide data infrastructure market. HDDs provide reliable, cost-effective, high-capacity storage for a wide range of applications,...
Last August, some of the best cybersecurity teams in the business gathered in Las Vegas to demonstrate the strength of their AI bug-finding systems at DARPA's Artificial Intelligence Cyber Challenge (AIxCC). The tools had scanned 54 million lines of actual software code that DARPA had injected with artificial flaws. The teams were capable enough to identify most of the artificial bugs, but their a...
Last August, some of the best cybersecurity teams in the business gathered in Las Vegas to demonstrate the strength of their AI bug-finding systems at DARPA's Artificial Intelligence Cyber Challenge (AIxCC). The tools had scanned 54 million lines of actual software code that DARPA had injected with artificial flaws. The teams were capable enough to identify most of the artificial bugs, but their automated tools went beyond that - they found more than a dozen bugs that DARPA hadn't inserted at all. Even before the security earthquake that Anthropic delivered this month with Claude Mythos - the new AI model that seems to find vulnerabilities … Read the full story at The Verge.
Strong First Quarter Results Highlighted by Orders up 97 Percent and Backlog Eclipsing $1B Largest Natural Gas Power Order in Company History Booked in April 2026 Company Raises Full Year 2026 Guidance
Strong First Quarter Results Highlighted by Orders up 97 Percent and Backlog Eclipsing $1B Largest Natural Gas Power Order in Company History Booked in April 2026 Company Raises Full Year 2026 Guidance
SAN RAFAEL, Bulacan, Philippines, April 28, 2026 (GLOBE NEWSWIRE) -- One and one Green Technologies. INC (Nasdaq: YDDL) (“One and One” or the “Company”) (NASDAQ: YDDL), a Philippines-based recycler holding a government-issued license in the Philippines to import and process hazardous waste as raw materials, today announced its audited financial results for the fiscal year ended December 31, 2025, ...
SAN RAFAEL, Bulacan, Philippines, April 28, 2026 (GLOBE NEWSWIRE) -- One and one Green Technologies. INC (Nasdaq: YDDL) (“One and One” or the “Company”) (NASDAQ: YDDL), a Philippines-based recycler holding a government-issued license in the Philippines to import and process hazardous waste as raw materials, today announced its audited financial results for the fiscal year ended December 31, 2025, in conjunction with the filing of its Annual Report on Form 20-F with the U.S. Securities and Exchange Commission.
JINHUA, China, April 28, 2026 (GLOBE NEWSWIRE) -- Kandi Technologies Group, Inc. (“Kandi” or the “Company”) (NASDAQ GS: KNDI), a global innovator in intelligent equipment and a technology-driven platform company, today announced its financial results for the full year ended December 31, 2025.
JINHUA, China, April 28, 2026 (GLOBE NEWSWIRE) -- Kandi Technologies Group, Inc. (“Kandi” or the “Company”) (NASDAQ GS: KNDI), a global innovator in intelligent equipment and a technology-driven platform company, today announced its financial results for the full year ended December 31, 2025.
INDIANA, Pa., April 28, 2026 (GLOBE NEWSWIRE) -- First Commonwealth Financial Corporation (NYSE: FCF) today announced financial results for the first quarter of 2026.
INDIANA, Pa., April 28, 2026 (GLOBE NEWSWIRE) -- First Commonwealth Financial Corporation (NYSE: FCF) today announced financial results for the first quarter of 2026.
VANCOUVER, BC / ACCESS Newswire / April 28, 2026 / Meta Critical Minerals Inc. (formerly Troy Minerals Inc.) (the "Company" or "Meta") (CSE:MTTA)(OTCQB:MTTAF)(FSE:VJ3) is pleased to announce that, on April 27, 2026, it entered into an option to purchase ...
VANCOUVER, BC / ACCESS Newswire / April 28, 2026 / Meta Critical Minerals Inc. (formerly Troy Minerals Inc.) (the "Company" or "Meta") (CSE:MTTA)(OTCQB:MTTAF)(FSE:VJ3) is pleased to announce that, on April 27, 2026, it entered into an option to purchase ...
CLEVELAND, April 28, 2026--Cleveland-Cliffs Inc. (NYSE: CLF) today announced it has entered a strategic partnership with Palantir Technologies to deploy advanced AI‑driven solutions across its footprint. The recently executed three‑year agreement puts Palantir’s best-in-class AI technology at the center of Cliffs’ key internal processes in operations and commercial.
CLEVELAND, April 28, 2026--Cleveland-Cliffs Inc. (NYSE: CLF) today announced it has entered a strategic partnership with Palantir Technologies to deploy advanced AI‑driven solutions across its footprint. The recently executed three‑year agreement puts Palantir’s best-in-class AI technology at the center of Cliffs’ key internal processes in operations and commercial.
Elon Musk squares off against Sam Altman, Meta in deal to harvest energy from the sun, what to expect from Bill Ackman’s new closed end fund, and more news to start your day.
Elon Musk squares off against Sam Altman, Meta in deal to harvest energy from the sun, what to expect from Bill Ackman’s new closed end fund, and more news to start your day.
Insiders are selling big tech, but institutional buying, ongoing AI spending, and bullish analyst trends suggest investors might want to consider holding onto their positions.
Insiders are selling big tech, but institutional buying, ongoing AI spending, and bullish analyst trends suggest investors might want to consider holding onto their positions.
Two months after the U.S.-Israeli attack on Iran started the war, peace talks are on hold, with control of the Strait of Hormuz and the future of Iran's nuclear program as the two main points of contention. (Image credit: Vahid Salemi)
Two months after the U.S.-Israeli attack on Iran started the war, peace talks are on hold, with control of the Strait of Hormuz and the future of Iran's nuclear program as the two main points of contention. (Image credit: Vahid Salemi)
Researchers have urged Hong Kong to shift its focus from boosting visitor numbers to increasing tourist spending, as mainland Chinese arrivals rebound but adopt more selective consumption habits. Preliminary findings from a joint study by Hong Kong Polytechnic University and consultancy Think China, released on Tuesday, show mainland visitor arrivals have recovered to about 88 per cent of pre-pand...
Researchers have urged Hong Kong to shift its focus from boosting visitor numbers to increasing tourist spending, as mainland Chinese arrivals rebound but adopt more selective consumption habits. Preliminary findings from a joint study by Hong Kong Polytechnic University and consultancy Think China, released on Tuesday, show mainland visitor arrivals have recovered to about 88 per cent of pre-pandemic levels in 2018. However, high-income travellers are spending less and becoming more...
Lemon_tm Smithfield Foods ( SFD ) reported net sales rose 0.8% to $3.8B in Q1. The packaged meats segment was the top performer during the quarter that ended on March 29, with 6.2% sales growth, while the hog production lagged with a 17.5% decline. For the quarter, Smithfield Foods' ( SFD ) operating profit margin improved by 20 basis points to 8.7% of sales, led by a 12.8% operating profit margin...
Lemon_tm Smithfield Foods ( SFD ) reported net sales rose 0.8% to $3.8B in Q1. The packaged meats segment was the top performer during the quarter that ended on March 29, with 6.2% sales growth, while the hog production lagged with a 17.5% decline. For the quarter, Smithfield Foods' ( SFD ) operating profit margin improved by 20 basis points to 8.7% of sales, led by a 12.8% operating profit margin rate for the packaged meats segment. "Adjusted operating profit reached a first-quarter record, underscoring the strength of our vertically integrated model. This performance reflects the actions our team is taking to drive profitable growth while navigating a dynamic operating," highlighted CEO Shane Smith. On the balance sheet, Smithfield Foods ( SFD ) had $3.7B of available liquidity consisting of $1.4B in cash and cash equivalents and $2.3B of availability under its committed credit facilities. The company ended the quarter with a ratio of net debt to adjusted EBITDA on a trailing twelve-month basis of 0.4X. Looking ahead, the Virginia-based company expects sales to be up low single digits in FY26 compared to FY25. Packaged Meats segment adjusted operating profit of between $1.1B and $1.2B is anticipated, fresh pork segment adjusted operating profit of between $200M and $260M is expected, and hog production segment adjusted operating profit of between $150M and $200M is anticipated. "We are actively managing inflationary input costs and consumer spending trends, and our record first-quarter results support our confidence in our outlook for 2026. Our strong balance sheet and cash flow generation give us the flexibility to invest behind our strategic priorities and continue driving profitable growth and long-term shareholder value," highlighted Smith. Shares of Smithfield Foods ( SFD ) were up 1.3% in premarket action. More on Smithfield Foods, Inc. Smithfield Foods, Inc. (SFD) Q4 2025 Earnings Call Transcript Smithfield Foods, Inc. 2025 Q4 - Results - Earnings Call Pres...
Coca-Cola press release ( KO ): Q1 Non-GAAP EPS of $0.86 beats by $0.05 . Revenue of $12.5B (+12.6% Y/Y) beats by $270M . Net revenues grew 12% to $12.5 billion, and organic revenues (non-GAAP) grew 10%, driven by an 8% increase in concentrate sales and 2% growth in price/mix. Concentrate sales were 5 points ahead of unit case volume, primarily due to six additional days in the quarter, partially ...
Coca-Cola press release ( KO ): Q1 Non-GAAP EPS of $0.86 beats by $0.05 . Revenue of $12.5B (+12.6% Y/Y) beats by $270M . Net revenues grew 12% to $12.5 billion, and organic revenues (non-GAAP) grew 10%, driven by an 8% increase in concentrate sales and 2% growth in price/mix. Concentrate sales were 5 points ahead of unit case volume, primarily due to six additional days in the quarter, partially offset by the timing of concentrate shipments. Full Year 2026 The company expects to deliver organic revenue (non-GAAP) growth of 4% to 5%. — No Update For comparable net revenues (non-GAAP), the company expects a 1% to 2% currency tailwind based on the current rates and including the impact of hedged positions. In addition, the company expects an approximate 4% headwind from acquisitions and divestitures. This assumes the pending sale of Coca-Cola Beverages Africa ("CCBA") closes during the second half of 2026, subject to regulatory approvals. — Updated The company’s underlying effective tax rate (non-GAAP) is estimated to be 19.9%. This does not include the impact of ongoing tax litigation with the U.S. Internal Revenue Service, if the company were not to prevail. — Updated The company expects to deliver comparable currency neutral EPS excluding acquisitions and divestitures (non-GAAP) growth of 6% to 7% and comparable EPS (non-GAAP) growth of 8% to 9% versus $3.00 in 2025. — Updated Comparable EPS (non-GAAP) percentage growth is expected to include an approximate 3% currency tailwind based on the current rates and including the impact of hedged positions. In addition, the company expects an approximate 1% headwind from acquisitions and divestitures. This assumes the pending sale of CCBA closes during the second half of 2026, subject to regulatory approvals. — No Update The company expects to generate free cash flow (non-GAAP) of approximately $12.2 billion. This consists of cash flow from operations of approximately $14.4 billion, less capital expenditures of approximate...