Market Domination Host Josh Lipton is joined by Yahoo Finance Senior Reporters Brooke DiPalma and Ines Ferré to take a closer look at Meta Platforms' (META) new supervision settings that will allow parents to see the topics that their children are asking Meta AI about.
Market Domination Host Josh Lipton is joined by Yahoo Finance Senior Reporters Brooke DiPalma and Ines Ferré to take a closer look at Meta Platforms' (META) new supervision settings that will allow parents to see the topics that their children are asking Meta AI about.
Over the past year, many of the top tech stocks lost their momentum as the Fed's reluctance to cut interest rates, escalating geopolitical conflicts, and other macro headwinds drove investors toward more conservative sectors. Some investors also likely worried that the artificial intelligence ( AI ) market -- which had generated strong tailwinds for many tech companies -- would cool off as compani...
Over the past year, many of the top tech stocks lost their momentum as the Fed's reluctance to cut interest rates, escalating geopolitical conflicts, and other macro headwinds drove investors toward more conservative sectors. Some investors also likely worried that the artificial intelligence ( AI ) market -- which had generated strong tailwinds for many tech companies -- would cool off as companies reined in spending to address near-term challenges. However, Broadcom (NASDAQ: AVGO) , a bellwether of the AI market , just set a new record high earlier this month and is up nearly 140% over the past 12 months. Its annual revenue also reached a record high of $63.9 billion in fiscal 2025 (which ended last November), and analysts expect its revenue and adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) to grow at CAGRs of 47% and 46%, respectively, from fiscal 2025 to fiscal 2028. Image source: Getty Images. Continue reading
JHVEPhoto/iStock Editorial via Getty Images Tesla ( TSLA ) had their earnings yesterday, but given the company trades at ~226x NTM EV/EBIT multiple, it is a bit of a waste of time to spend time dissecting their existing business. Ultimately, Tesla has become a moonshot bet on several projects that currently do not contribute materially to their numbers. Full Self Driving, or FSD, Robotaxi, Optimus...
JHVEPhoto/iStock Editorial via Getty Images Tesla ( TSLA ) had their earnings yesterday, but given the company trades at ~226x NTM EV/EBIT multiple, it is a bit of a waste of time to spend time dissecting their existing business. Ultimately, Tesla has become a moonshot bet on several projects that currently do not contribute materially to their numbers. Full Self Driving, or FSD, Robotaxi, Optimus, and more recently, Terafab are some of their key moonshot projects. It’s not often that I come across companies in public markets which are generously valued purely based on optional value attached to ongoing projects with a high degree of uncertainty attached to it, so it speaks volumes of the level of confidence investors have shown on Elon Musk’s ability to unlock value even from what it may appear to be pretty improbable scenarios. Even by Tesla’s standards, the Terafab project is perhaps the epitome of Musk’s eternal desire to swing for the fences. So, what exactly is this project about? Terafab is a planned ~$25 billion semiconductor fab that Elon Musk announced last month as a joint venture between Tesla, SpaceX ( SPACE ), and xAI ( X.AI ). The name comes from its headline target: 1 terawatt of annual compute output, which Musk mentioned to be ~50x what all existing global fabs produce today combined. It will target 2nm process technology and an initial capacity of 100,000 wafer starts per month. Almost every aspect of this project screams of a quixotic dream, so I was curious to hear more about Terafab project in yesterday’s call . When asked about Terafab, Elon Musk said the following: “we’re still working out the details of the Terafab deployment. In the near term, Tesla will be building the research fab on our Giga Texas campus. This is something we expect to be probably a $3 billion-ish initiative and capable of maybe a few thousand wafers per month, but it’s really intended to try out ideas. The research fab, it was in terms of maybe -- we have some ideas for...
MIAMI, April 23, 2026 (GLOBE NEWSWIRE) -- USCB Financial Holdings, Inc. (the “Company”) (NASDAQ: USCB) , the holding company for U.S. Century Bank (the “Bank”), reported net income of $9.4 million or $0.51 per fully diluted share for the three months ended March 31, 2026, compared with net income of $7.7 million or $0.38 per fully diluted share for the same period in 2025.
MIAMI, April 23, 2026 (GLOBE NEWSWIRE) -- USCB Financial Holdings, Inc. (the “Company”) (NASDAQ: USCB) , the holding company for U.S. Century Bank (the “Bank”), reported net income of $9.4 million or $0.51 per fully diluted share for the three months ended March 31, 2026, compared with net income of $7.7 million or $0.38 per fully diluted share for the same period in 2025.
EFFINGHAM, Ill., April 23, 2026 (GLOBE NEWSWIRE) -- Midland States Bancorp, Inc. (Nasdaq: MSBI) (the “Company”) today reported net income available to common shareholders of $16.2 million, or $0.74 per diluted share, for the first quarter of 2026, compared to a net loss available to common shareholders of $5.1 million, or $0.24 per diluted share, for the fourth quarter of 2025. This also compares ...
EFFINGHAM, Ill., April 23, 2026 (GLOBE NEWSWIRE) -- Midland States Bancorp, Inc. (Nasdaq: MSBI) (the “Company”) today reported net income available to common shareholders of $16.2 million, or $0.74 per diluted share, for the first quarter of 2026, compared to a net loss available to common shareholders of $5.1 million, or $0.24 per diluted share, for the fourth quarter of 2025. This also compares to a net loss of $143.2 million, or $6.58 per diluted share, for the first quarter of 2025.
China prepares for the last-16 match between Ding Junhui and Zhao Xintong – the country's first ranking event winner and trailblazer against its first - and the defending - world champion.
China prepares for the last-16 match between Ding Junhui and Zhao Xintong – the country's first ranking event winner and trailblazer against its first - and the defending - world champion.
Principal Financial Group press release ( PFG ): Q1 Non-GAAP EPS of $2.17 beats by $0.16 . More on Principal Financial Group Principal Financial Group: Dying Or Thriving? This 3.7% Yield Needs A Closer Look Principal Financial Group, Inc. (PFG) Presents at Bank of America Financial Services Conference 2026 Transcript Principal Financial Group, Inc. (PFG) Q4 2025 Earnings Call Transcript Principal ...
Principal Financial Group press release ( PFG ): Q1 Non-GAAP EPS of $2.17 beats by $0.16 . More on Principal Financial Group Principal Financial Group: Dying Or Thriving? This 3.7% Yield Needs A Closer Look Principal Financial Group, Inc. (PFG) Presents at Bank of America Financial Services Conference 2026 Transcript Principal Financial Group, Inc. (PFG) Q4 2025 Earnings Call Transcript Principal Financial to buy dental benefits network in Alabama Principal Financial Group targets 9%–12% EPS growth and $1.5B–$1.8B capital deployments in 2026 amid margin expansion and portfolio optimization
SAP SE reported revenue growth from its cloud services that beat analysts’ estimates after Europe’s biggest software company began integrating artificial intelligence agents into the service. Cloud revenue increased to €5.96 billion ($7 billion) in the first quarter, Walldorf, Germany-based SAP said Thursday in a statement . That compared with an average analyst estimate of €5.9 billion, according...
SAP SE reported revenue growth from its cloud services that beat analysts’ estimates after Europe’s biggest software company began integrating artificial intelligence agents into the service. Cloud revenue increased to €5.96 billion ($7 billion) in the first quarter, Walldorf, Germany-based SAP said Thursday in a statement . That compared with an average analyst estimate of €5.9 billion, according to data compiled by Bloomberg. The current cloud backlog, a measure of deals growth coming in over the next 12 months, was 25% at constant currencies, SAP said. That was in line with analysts’ estimates. In the company’s January financial report, SAP stock slid after the metric came in at 25%, a level that Chief Executive Officer Christian Klein had previously said would be a “disappointment.” SAP maintained its annual forecast for cloud revenue of €25.8 billion to €26.2 billion. Klein is working to convince customers and investors that SAP’s new AI services, integrated into the company’s cloud services, are worth paying for. The company’s shares have sunk this year on fears that new AI firms will outrun classic enterprise software by automating tasks that could lead to fewer software subscribers and lower revenues for the incumbents. Read More: SAP Users Question Value-for-Money of Firm’s AI Tools The CEO has warned that the transition to AI may come with “short-term pain,” but ultimately sees SAP reorienting its business model to charging customers based on their AI consumption and away from subscriptions. Resellers and customers have criticized the company’s early AI tools, Bloomberg reported. SAP shares closed at €140.70 in Frankfurt on Thursday and have declined 32% this year. The company’s American depositary receipts gained about 7% in extended trading after the results were released. The software company was the most valuable in Europe at one point last year before fears of the impact of AI and the sustainability of its cloud growth hit the stock. Now it’s out of t...
SES AI Corporation ( SES ) on Thursday said that Chief Financial Officer Jing Nealis will step down effective April 27, 2026. The company said Yi (Ray) Liu will succeed Nealis as CFO from the same date. Nealis will remain through the company’s first-quarter 2026 filing and earnings call to support the transition. SES +4.91% after hours to $1.28. Source: Press Release More on SES AI SES AI Has Posi...
SES AI Corporation ( SES ) on Thursday said that Chief Financial Officer Jing Nealis will step down effective April 27, 2026. The company said Yi (Ray) Liu will succeed Nealis as CFO from the same date. Nealis will remain through the company’s first-quarter 2026 filing and earnings call to support the transition. SES +4.91% after hours to $1.28. Source: Press Release More on SES AI SES AI Has Positive 2026 Outlook, But Risk Has Increased (Rating Downgrade) SES AI: Priced For Acceleration, Not Gradual Growth SES AI Q1 2026 Earnings Preview SES AI sinks 19% after Q4 miss, guides 2026 revenue below consensus
Erie Indemnity press release ( ERIE ): Q1 GAAP EPS of $2.88 misses by $0.18 . Revenue of $1.01B (+2.1% Y/Y). More on Erie Indemnity Erie Indemnity Company (ERIE) Q4 2025 Earnings Call Prepared Remarks Transcript Quant snapshot: Eni, Alpine Income Property Trust lead top-rated names as Crown Castle, Goosehead Insurance lag Top and bottom large-cap financials emerge in quant rankings before results ...
Erie Indemnity press release ( ERIE ): Q1 GAAP EPS of $2.88 misses by $0.18 . Revenue of $1.01B (+2.1% Y/Y). More on Erie Indemnity Erie Indemnity Company (ERIE) Q4 2025 Earnings Call Prepared Remarks Transcript Quant snapshot: Eni, Alpine Income Property Trust lead top-rated names as Crown Castle, Goosehead Insurance lag Top and bottom large-cap financials emerge in quant rankings before results Seeking Alpha’s Quant Rating on Erie Indemnity Historical earnings data for Erie Indemnity
Phillips Edison press release ( PECO ): Q1 FFO of $0.69 beats by $0.02 . Revenue of $190.74M (+7.0% Y/Y) beats by $6.87M . PECO updated its 2026 earnings guidance, as summarized in the table below, which is based upon the Company’s current view of existing market conditions and assumptions for the year ending December 31, 2026. The following statements are forward-looking and actual results could ...
Phillips Edison press release ( PECO ): Q1 FFO of $0.69 beats by $0.02 . Revenue of $190.74M (+7.0% Y/Y) beats by $6.87M . PECO updated its 2026 earnings guidance, as summarized in the table below, which is based upon the Company’s current view of existing market conditions and assumptions for the year ending December 31, 2026. The following statements are forward-looking and actual results could differ materially depending on market conditions and the factors set forth under "Forward-Looking Statements" below. (in thousands, except per share amounts) Q1 2026 YTD Updated Full Year2026 Guidance Previous Full Year2026 Guidance Net income per share $0.24 $0.79 - $0.81 $0.74 - $0.77 Nareit FFO per share $0.67 $2.66 - $2.71 $2.65 - $2.71 Core FFO per share $0.69 $2.72 - $2.78 $2.71 - $2.77 Same-Center NOI growth 3.5% 3.00% - 4.00% 3.00% - 4.00% Portfolio Activity: Acquisitions, gross ( 1) $125,502 $400,000 - $500,000 $400,000 - $500,000 Other: Interest expense, net $29,772 $117,000 - $127,000 $117,000 - $127,000 G&A expense $11,943 $49,000 - $53,000 $49,000 - $53,000 Non-cash revenue items ( 2) $5,330 $19,000 - $21,000 $19,000 - $21,000 Adjustments for collectibility $1,151 $5,000 - $8,000 $5,000 - $8,000 Click to enlarge More on Phillips Edison Phillips Edison & Company, Inc. (PECO) Presents at Citi's Miami Global Property CEO Conference 2026 Transcript Phillips Edison & Company, Inc. (PECO) Q4 2025 Earnings Call Transcript Phillips Edison & Company, Inc. 2025 Q4 - Results - Earnings Call Presentation Phillips Edison Q1 2026 Earnings Preview Phillips Edison & Company prices offering of $350M senior unsecured notes
Chemed press release ( CHE ): Q1 Non-GAAP EPS of $5.65 beats by $0.35 . Revenue of $657.5M (+1.6% Y/Y) beats by $7.68M . VITAS segment operating results: Net Patient Revenue of $420.0 million, an increase of 3.1% Average Daily Census ( ADC ) of 22,723, an increase of 2.2% Admissions of 19,394, an increase of 6.9% Net Income, excluding certain discrete items, of $52.2 million, an increase of 4.4% A...
Chemed press release ( CHE ): Q1 Non-GAAP EPS of $5.65 beats by $0.35 . Revenue of $657.5M (+1.6% Y/Y) beats by $7.68M . VITAS segment operating results: Net Patient Revenue of $420.0 million, an increase of 3.1% Average Daily Census ( ADC ) of 22,723, an increase of 2.2% Admissions of 19,394, an increase of 6.9% Net Income, excluding certain discrete items, of $52.2 million, an increase of 4.4% Adjusted EBITDA, excluding Medicare Cap, of $70.8 million, an increase of 0.6% Adjusted EBITDA margin, excluding Medicare Cap, of 16.8%, a decrease of 41-basis points Roto-Rooter segment operating results: Revenue of $237.5 million, a decrease of 0.9% Net Income, excluding certain discrete items, of $37.7 million, a decrease of 9.7% Adjusted EBITDA of $53.5 million, a decline of 9.6% Adjusted EBITDA margin of 22.5%, a decline of 218-basis points More on Chemed Chemed Corporation (CHE) Presents at Oppenheimer 36th Annual Healthcare MedTech & Services Conference Transcript Chemed Corporation 2025 Q4 - Results - Earnings Call Presentation Chemed Corporation (CHE) Q4 2025 Earnings Call Transcript Chemed Q1 2026 Earnings Preview Chemed forecasts 5.5%–6.5% VITAS revenue growth and signals 55% of 2026 earnings to be back-half weighted amid transition initiatives
tiero Digital Realty ( DLR ) stock gained 2.5% in Thursday after-hours trading after the REIT's Q1 earnings and revenue growth, driven by continued strong demand for data centers, exceeded the Wall Street estimates. Furthermore, the company is advancing its hyperscale AI-oriented capacity in the U.S. As a result, the data center REIT increased its 2026 guidance. It now expects constant-currency co...
tiero Digital Realty ( DLR ) stock gained 2.5% in Thursday after-hours trading after the REIT's Q1 earnings and revenue growth, driven by continued strong demand for data centers, exceeded the Wall Street estimates. Furthermore, the company is advancing its hyperscale AI-oriented capacity in the U.S. As a result, the data center REIT increased its 2026 guidance. It now expects constant-currency core FFO per share of $8.00-$8.10 (midpoint $8.05), vs. the average analyst estimate of $7.96 and up from its prior guidance of $7.90-$8.00. Total revenue is expected to be $6.650B-$6.750B (midpoint $6.700B), compared with the $6.71B consensus and its previous outlook of $6.600B-$6.700B. The guidance for adjusted EBITDA increased to $3.650B-$3.750B (midpoint $3.700B vs. Visible Alpha estimate of $3.68B) from its prior view of $3.600B-$3.700B (midpoint $3.650B). Q1 core FFO per share of $2.04, topping/trailing the $1.95 consensus, rose from $1.86 in Q4 2025 and $1.77 in last year’s Q1 Q4. Q1 total operating revenue of $1.64B, beating the $1.60B consensus, increased from $1.63B in the previous quarter and $1.41B in the year-ago period. Total operating expenses of $1.37B dropped from $1.52B in Q4 and climbed from $1.21B in Q1 2025. Adjusted EBITDA of $920.3M, exceeding the $882.6M consensus, increased from $856.8M in the prior quarter and $791.2M a year ago. "Digital Realty ( DLR ) saw a further acceleration in data center demand and our growth trajectory in the first quarter, with record 0–1 megawatt plus interconnection leasing and the largest hyperscale lease in company history, which contributed to double-digit growth in core FFO per share," said President and CEO Andy Power. During the quarter, Digital Realty ( DLR ) signed total bookings of $423M that are expected to generate $707M of annualized GAAP rental revenue at its share, including a $79M contribution from the 0-1 MW category and a $19M contribution from interconnection. The REIT signed renewal leases representing $...
Earnings Call Insights: Pinnacle Financial Partners (PNFP) Q1 2026 Management View Kevin Blair said, "January 1 marked the official close of our merger with Synovus" and added, "In our first 90 days together, we focused on what has always mattered at Pinnacle, building the best team, delivering exceptional client experiences and translating that into sustainable, profitable growth." Blair highligh...
Earnings Call Insights: Pinnacle Financial Partners (PNFP) Q1 2026 Management View Kevin Blair said, "January 1 marked the official close of our merger with Synovus" and added, "In our first 90 days together, we focused on what has always mattered at Pinnacle, building the best team, delivering exceptional client experiences and translating that into sustainable, profitable growth." Blair highlighted the quarter’s merger-adjusted framing, saying, "On an organic basis, we generated over $2 billion in loan growth and almost $2 billion in core deposit growth, right in line with our 2026 expectations," while noting, "As expected, our results this quarter included $275 million of merger-related costs." Blair emphasized recruiting as a near-term driver, saying, "We added 50 experienced revenue producers during the quarter" and "This momentum has carried into April with another 37 new hires or accepted offers." Blair described integration milestones and timing, saying, "Integration is progressing ahead of plan" and "we remain firmly on track for operational and brand conversion by March 2027." Andrew Gregory said, "Net interest income was $933 million in the first quarter," and added, "The net interest margin expanded to 3.53%, which was in line with our previous guidance of 3.45% to 3.55%." Outlook Kevin Blair said, "Our 2026 outlook is unchanged from what we shared in January," and guided, "We expect period-end loan growth of 9% to 11%, excluding the purchase accounting loan mark versus combined balances at year-end 2025." Blair guided funding growth, saying, "Total deposits should grow 8% to 10% versus combined year-end 2025 balances," and added, "Our adjusted revenue outlook remains $5 billion to $5.2 billion for the full year." Blair set margin expectations and rate sensitivity framing, saying, "The net interest margin is expected to be approximately 3.5%" and "The balance sheet remains approximately 1% asset sensitive to the front end of the curve and 1.5% asset sens...