The jump also boosted the federal government’s stake in the chip maker. Late Thursday, Intel posted better-than-expected first quarter earnings, including headline revenue of $13.6 billion and a top-line gain of 29 cents a share. CEO Lip-Bu Tan, who took over from Pat Gelsinger in March of last year, has also struck deals with Nvidia and SoftBank as part of his broader effort to revive the group’s...
The jump also boosted the federal government’s stake in the chip maker. Late Thursday, Intel posted better-than-expected first quarter earnings, including headline revenue of $13.6 billion and a top-line gain of 29 cents a share. CEO Lip-Bu Tan, who took over from Pat Gelsinger in March of last year, has also struck deals with Nvidia and SoftBank as part of his broader effort to revive the group’s chipmaking fortunes.
Intel (INTC) stock is soaring after the company reported first quarter earnings results and second quarter guidance that surpassed Wall Street's expectations. Lossdog founder and CEO Tom Sosnoff, Yahoo Finance Senior Business Reporter Ines Ferré, and Yahoo Finance Senior Reporter Brooke DiPalma discuss the results and stock moves with Yahoo Finance Executive Editor Brian Sozzi.
Intel (INTC) stock is soaring after the company reported first quarter earnings results and second quarter guidance that surpassed Wall Street's expectations. Lossdog founder and CEO Tom Sosnoff, Yahoo Finance Senior Business Reporter Ines Ferré, and Yahoo Finance Senior Reporter Brooke DiPalma discuss the results and stock moves with Yahoo Finance Executive Editor Brian Sozzi.
Alexander Farnsworth/iStock Editorial via Getty Images The stock market in 2026 has rallied to fresh all-time highs, but the market hasn’t drifted uniformly upward either. 2026 has been a story of winners and losers. Most tech stocks outside the chip sector are major decliners, while semiconductors, energy, and consumer staples companies have led the way. Walmart ( WMT ), the retail giant, has tak...
Alexander Farnsworth/iStock Editorial via Getty Images The stock market in 2026 has rallied to fresh all-time highs, but the market hasn’t drifted uniformly upward either. 2026 has been a story of winners and losers. Most tech stocks outside the chip sector are major decliners, while semiconductors, energy, and consumer staples companies have led the way. Walmart ( WMT ), the retail giant, has taken advantage of this flight-to-safety mentality to cross a $1 trillion market cap for the first time. Its stock is up ~15% since the start of the year and nearly 40% over the past 12 months, adding hundreds of billions in market value along the way. We have to ask: C an we rationalize Walmart’s gains? Data by YCharts I’m initiating Walmart at a "Sell" rating. Though it’s difficult to argue with the strength of this retailer’s execution in an incredibly tough economic backdrop, it’s also easy to see that this has become an overcrowded trade. There are overlooked aspects that make the bull case for Walmart weaker, and in particular, I’m eyeing the fact that after accounting for huge recent capex spending, Walmart’s earnings from a free cash flow basis are lower than the EPS denominators used in an already-rich P/E multiple. The next major catalyst for Walmart is its Q1 earnings print, due on May 21. Take the opportunity of the recent rally to de-risk your Walmart position before then. The positive highlights: S trong comps, rising gross margins First, we should address exactly what has driven the bullish wave for Walmart in the first place. In a market environment that has been incredibly volatile, especially over the impacts of AI on layoffs and tech, Walmart has screamed stability and safety. The snapshot below showcases the company’s rolling four-quarter trend in comparable sales, or revenue growth from existing stores (excluding new openings). Walmart comps trends (Walmart Q4 earnings deck) In Q4 (the most recent quarter ending in January 2026), Walmart’s comps excluding ...
jacquesdurocher/iStock via Getty Images Carlisle Companies Incorporated ( CSL ) reported a mixed performance in Q1 . Sector volatility continues to weigh on the building envelope product supplier, as new construction remains sluggish and higher oil prices cause noteworthy input cost inflation. Carlisle has stabilized its earnings well considering the current environment; operating efficiencies, pr...
jacquesdurocher/iStock via Getty Images Carlisle Companies Incorporated ( CSL ) reported a mixed performance in Q1 . Sector volatility continues to weigh on the building envelope product supplier, as new construction remains sluggish and higher oil prices cause noteworthy input cost inflation. Carlisle has stabilized its earnings well considering the current environment; operating efficiencies, pricing increases, and more defensive replacement & remodel activity have stabilized earnings despite sector weakness. I initiated the stock at a Hold rating in my previous December 2024 article on the stock, titled “ Carlisle Companies: Trump's Policies, Industry Trends To Aid Earnings. ” The stock has since lost -14% of its value, while the S&P 500 ( SP500 ) has returned 17%. My Rating History on CSL (Seeking Alpha) Carlisle Q1 Review The industry environment still hasn’t been easy for Carlisle, unlike what I expected in my previous article. Non-residential construction , accounting for 82% of Carlisle’s revenues, has remained very sluggish throughout 2025 and going into 2026 as macroeconomic uncertainty weighs on construction. At the same time, residential housing starts remain way below the historical trend due to weak affordability. High interest rates and general economic uncertainty weigh on construction. Non-Residential Construction Spending (FRED) Carlisle’s Q1 results still clearly reflected a weak macroeconomic backdrop; the company itself notes impacts from the Middle East conflict and weak housing affordability. Revenues came in at $1.05 billion, down by -4.0% year-on-year. Both the CCM and CWT segments’ sales declined due to slower new construction activity. The result was also weak in comparison to Carlisle’s near breakeven growth in the previous five quarters, though, reported in a similarly weak macroeconomic backdrop. Harsh winter weather weighed further on Q1 sales, as contractors spent less days on the roof throughout the quarter. CSL Q1 2026 Investor Pres...
Business titans are betting hundreds of billions of dollars on AI infrastructure and data centers as the nation enters the so-called Fourth Industrial Revolution.
Business titans are betting hundreds of billions of dollars on AI infrastructure and data centers as the nation enters the so-called Fourth Industrial Revolution.
The University of Michigan’s final April sentiment index dropped to 49.8 this month from 53.3 in March. While that was slightly improved from the preliminary reading, it remained the lowest in data back to 1978. Mike McKee reports on "Bloomberg Open Interest." (Source: Bloomberg)
The University of Michigan’s final April sentiment index dropped to 49.8 this month from 53.3 in March. While that was slightly improved from the preliminary reading, it remained the lowest in data back to 1978. Mike McKee reports on "Bloomberg Open Interest." (Source: Bloomberg)
Researchers have found a new case where government authorities used a fake Android app to plant spyware on a target’s phone. The company that allegedly developed the spyware was not previously known to sell this type of software.
Researchers have found a new case where government authorities used a fake Android app to plant spyware on a target’s phone. The company that allegedly developed the spyware was not previously known to sell this type of software.