Nasdaq’s Q1 earnings report showed that the company delivered exceptional performance, with $1.4 billion in quarterly net revenue. This marks the strongest first quarter start for organic growth in net revenue and operating income since 2021.
Nasdaq’s Q1 earnings report showed that the company delivered exceptional performance, with $1.4 billion in quarterly net revenue. This marks the strongest first quarter start for organic growth in net revenue and operating income since 2021.
Daniel Balakov Stock index futures fell Thursday, a day after Wall Street edged higher with both the Nasdaq and S&P 500 touching record closes. Here are the four stocks to watch on the day: Honeywell International ( HON ) fell 7% in premarket trading after the diversified industrial conglomerate reported mixed quarterly results. The company beat Wall Street earnings expectations but missed on reve...
Daniel Balakov Stock index futures fell Thursday, a day after Wall Street edged higher with both the Nasdaq and S&P 500 touching record closes. Here are the four stocks to watch on the day: Honeywell International ( HON ) fell 7% in premarket trading after the diversified industrial conglomerate reported mixed quarterly results. The company beat Wall Street earnings expectations but missed on revenue, while a reduced operating cash flow outlook appeared to weigh on shares. As of Wednesday’s close, the stock was up 11% over the prior 12 months. Lululemon ( LULU ) dropped 5.84% in premarket trading Wednesday after the athletic apparel retailer announced it appointed longtime Nike executive Heidi O’Neill as its new chief executive officer. O’Neill will start as CEO and join the board effective September 8, 2026, and will be based in Vancouver. The shakeup comes at a crucial time for the athleisure pioneer, as it has been struggling to find its footing due to increased competition from newer rivals such as Vuori and Alo Yoga. Novo Nordisk ( NVO ) slipped 1.05% on Thursday after announcing plans for a U.S. launch of the Ozempic pill, an oral version of its popular weight loss drug semaglutide. The announcement followed the GLP-1 drug reaching a main goal in a late-stage trial for children and adolescents with type 2 diabetes, with the treatment outperforming placebo and leading to a 0.83% superior reduction in blood sugar. Blackstone ( BX ) reported first-quarter earnings that benefited from continued inflows and market appreciation across most of its strategies. Infrastructure and Tactical Opportunities turned in the strongest returns of the quarter, while its liquid credit and opportunistic real estate strategies had negative returns. Total assets under management reached $1.304 trillion on Dec. 31, 2025, topping the Visible Alpha consensus of $1.277 trillion and rising from $1.275 trillion at the end of Q4 2025. More on related stories Novo Nordisk: Is The GLP‑1 Golde...
Filograph/E+ via Getty Images Gold’s behavior during recent geopolitical turmoil is challenging its traditional role as a reliable safe haven, according to Ben Carlson on the Investing Experts Podcast . Historically, gold has tended to move inversely to equities across cycles, often benefiting during periods of market stress. But that relationship has broken down in recent years, with both gold an...
Filograph/E+ via Getty Images Gold’s behavior during recent geopolitical turmoil is challenging its traditional role as a reliable safe haven, according to Ben Carlson on the Investing Experts Podcast . Historically, gold has tended to move inversely to equities across cycles, often benefiting during periods of market stress. But that relationship has broken down in recent years, with both gold and stocks rising simultaneously, an unusual dynamic that complicates its positioning in portfolios. Carlson noted that gold’s performance during the latest conflict surprised many investors expecting a classic flight to safety. Instead of rallying further, prices softened. “A lot of times flows might matter more than fundamentals,” he said, pointing out that assets with the strongest prior returns are often the first to be sold when investors need liquidity. That dynamic effectively turned gold into a source of cash rather than a refuge. Strong gains leading into the conflict made it one of the easiest assets to sell, reinforcing the idea that positioning and investor behavior can outweigh macro narratives in the short term. For retail investors, the takeaway is nuanced. Gold still plays a role as a diversifier, but its safe haven status is no longer straightforward. Market structure, liquidity needs, and prior performance trends increasingly shape outcomes, meaning expectations based solely on historical behavior may no longer hold. More on Gold Commodities: Oil Moves Higher As Peace Talks Look Shaky A New Era For The Fed? Looking Back On Kevin Warsh's U.S. Senate Hearing And Market Reactions U.S. Dollar Up, Gold/SPY Down Gold and silver gain but look vulnerable to downturn, analyst says Gold, silver post sharp slide as dollar, yields climb
Wirestock/iStock via Getty Images Datadog ( DDOG ) received a 90-day upside catalyst watch from Citi on Thursday, as the investment firm pointed to upcoming earnings results and its DASH conference. “We believe AI-Native customer optimization/churn/growth expects embedded into guide/estimates are too conservative,” analyst Fatima Boolani wrote in a note to clients. “This is based on parabolically ...
Wirestock/iStock via Getty Images Datadog ( DDOG ) received a 90-day upside catalyst watch from Citi on Thursday, as the investment firm pointed to upcoming earnings results and its DASH conference. “We believe AI-Native customer optimization/churn/growth expects embedded into guide/estimates are too conservative,” analyst Fatima Boolani wrote in a note to clients. “This is based on parabolically scaling rev run- rates (reported by leading frontier models and broader AI-native ISV ecosystem), a high-fidelity proxy of usage and thus spend growth, in our view. Additionally, as this ecosystem redoubles enterprise-penetration focus, we anticipate lower appetite to insource/DIY/home-grow observability functions/processes, and greater leveraging of leaders like DDOG (already in the stack of 8/10 most valuable AI-natives), as portfolio reliability/uptime becomes paramount and cost/resource allocation strengthens core competencies. Furthermore, our recent partner checks reflecting strong aggregate enterprise observability demand (2026 growth generally accelerating), support a healthy overall spending backdrop. As a result, we expect acceleration optics (revs and RPO) with durable beat-and-raise cadence as probable, alongside OPM/FCFM upside (given salient track record of operating leverage from topline upside against one of the most efficient GTMs/sales efficiency ratios in software) to drive upside in shares.” Boolani has a Buy rating and a $175 price target on Datadog. More on Datadog Datadog: Essential Infrastructure For Modern Technology Stacks Datadog Is A Buy: Why The SaaSpocalypse Doesn't Apply Here Datadog: High Quality, High Valuations Nasdaq hits record high after Iran opens Strait of Hormuz Datadog, Palantir have potential to accelerate growth, raise outlook: Morgan Stanley
(RTTNews) - Popular, Inc. (BPOP) reported net income to common stock of $245.3 million for the first quarter compared to $177.1 million, prior year. Net income per common share was $3.78 compared to $2.56. Net interest income increased to $670.18 million from $605.60 million. Oth
(RTTNews) - Popular, Inc. (BPOP) reported net income to common stock of $245.3 million for the first quarter compared to $177.1 million, prior year. Net income per common share was $3.78 compared to $2.56. Net interest income increased to $670.18 million from $605.60 million. Oth
DeepSeek，你变了。 这家可能是中国最另类的 AI 公司，就像武侠小说里的“扫地僧”： 突然发布的 DeepSeek R1 大模型，在一夜之间改变了整个中国 AI 赛道的生态，并以极低的成本和出色的性能，给全世界 AI 公司上了一课。 但是，除此之外DeepSeek 还有性格鲜明的另一面。 就在同行都在抓住 AI 赛道狂热的风口，争先恐后地想从市场里“搞钱”时，DeepSeek 却显得特立独...
DeepSeek，你变了。 这家可能是中国最另类的 AI 公司，就像武侠小说里的“扫地僧”： 突然发布的 DeepSeek R1 大模型，在一夜之间改变了整个中国 AI 赛道的生态，并以极低的成本和出色的性能，给全世界 AI 公司上了一课。 但是，除此之外DeepSeek 还有性格鲜明的另一面。 就在同行都在抓住 AI 赛道狂热的风口，争先恐后地想从市场里“搞钱”时，DeepSeek 却显得特立独行，过去一直是非常罕见的“拒绝融资派”。 这家一度站在中国 AI 赛道顶峰的公司，长期主要靠创始人梁文锋和背后的量化基金幻方量化支持；早前就已经有新闻爆出，DeepSeek曾拒绝中国头部风投和科技巨头的投资邀约。 怪不得路透社曾报道过，梁文锋认为 DeepSeek “钱从来不是问题”。 但这一切，从现在开始，悄然改变了。 当融资来敲门 早在 2 月 19 日，海外媒体The Information 就已经透露，过去一直坚持保持独立性、拒绝外部融资的DeepSeek， 历史首次“考虑外部融资”。 报道称在 DeepSeek 释放意向之后，迅速吸引了包括阿里巴巴和中国国资背景基金在内的目光，但随后阿里高管公开否认，称相关消息是假新闻，这次融资的新闻也就不了了之。 而真正再次把“DeepSeek 要融资”炒热的，是 4 月 17 日的报道。 The Information 再次出手。这次报道显然比上次要更加详细：DeepSeek 正在洽谈融资， 计划至少募资 3 亿美元，让公司的目标估值达到 100 亿美元 。 也正是这则报道，在网上掀起了轩然大波。不仅有明确的数字，而且也没有见到相关方出来否认，因此也得到了国内科技、财经媒体的大肆转载。 随后， 4 月 22 日的报道，似乎真让“DeepSeek 融资”这件事，不只是“狼来了”。 还是The Information 的消息，报道称当前中国科技三巨头之一的两个巨头， 腾讯和阿里巴巴都已经在和 DeepSeek 接触，讨论投资事宜 ； 而且这轮投资的规模显然要比上次传出来的更大，“ DeepSeek寻求以超过200亿美元估值筹集资金 ”，比之前提到的 100 亿美元的目标，再翻了一倍。 另外也有诸如华尔街日报等媒体在报道中宣称，雷军背后的顺为资本也参与了投资相关的讨论，市场对 DeepSeek 的初步估值判断区间大致在 100 亿至...
Sundry Photography Shares of Lam Research ( LRCX ) were largely flat premarket on Thursday after third-quarter results and outlook saw positive reactions from analysts. Needham kept its Buy rating and $300 price target on the chip equipment maker's stock. "Lam Research reported strong results across-the-board, with C1Q26 revenue of $5.8B (+9% QoQ) above guidance mid-point. C2Q26 revenue was guided...
Sundry Photography Shares of Lam Research ( LRCX ) were largely flat premarket on Thursday after third-quarter results and outlook saw positive reactions from analysts. Needham kept its Buy rating and $300 price target on the chip equipment maker's stock. "Lam Research reported strong results across-the-board, with C1Q26 revenue of $5.8B (+9% QoQ) above guidance mid-point. C2Q26 revenue was guided to $6.6B (+13% QoQ and well above most expectations), with gross margins expected at a record level of 50.5%. The company raise its 2026 WFE outlook to "$140B with bias to the upside" (from $135B prior), citing improvements in all end markets over the quarter. Although the buy-side number has been well above the sell-side and more or less here, this is still a remarkable beat," said analysts led by Charles Shi. Morgan Stanley maintained its Equal-weight rating but increased the price target on the stock to $293 from $260. "Despite softer NAND shipments, LAM continues to beat and raise, reflecting its evolution into a more diversified company with meaningful share gains in Logic and DRAM," said analysts led by Shane Brett. The analysts noted that ASML ( ASML ) delivered a June quarter revenue guidance of 10% above Street, and Lam has now followed suit, both pointing to substantial upside to Morgan Stanley's 23% 2026 Wafer Fabrication Equipment, or WFE, growth forecast. "LAM’s MarQ DRAM revenue of $1bn was 30% above its prior peak in DecQ25, and while we do think LAM is benefiting from more idiosyncratic tailwinds in the back-end — driving us to raise our CY26 growth forecast from 41% to 68% — we also see significant upside risk to our CY26 DRAM WFE forecast of $41.7bn (+33% y/y), with our early expectation now closer to $47.1bn (+50% y/y). Our view on DRAM capacity growth has been consistent: where there is a will, there is a way. However, the pace at which DRAM WFE is being pulled forward is both surprising and unprecedented," said Brett and his team. However, the analysts...
According to an SEC filing dated April 23, 2026, Analyst IMS Investment Management Services Ltd. increased its position in iShares MSCI All Country Asia ex Japan ETF (NASDAQ:AAXJ) by 1,125,430 shares. The estimated transaction value was $112.7 million, based on the average closing price during the first quarter. The iShares MSCI All Country Asia ex Japan ETF (AAXJ) is a passively managed fund that...
According to an SEC filing dated April 23, 2026, Analyst IMS Investment Management Services Ltd. increased its position in iShares MSCI All Country Asia ex Japan ETF (NASDAQ:AAXJ) by 1,125,430 shares. The estimated transaction value was $112.7 million, based on the average closing price during the first quarter. The iShares MSCI All Country Asia ex Japan ETF (AAXJ) is a passively managed fund that seeks to track the MSCI All Country Asia ex Japan Index. IMS's decision to more than double its AAXJ position -- adding over $112 million worth of shares in a single quarter -- is a meaningful signal worth noting. This was a conviction-sized move. Continue reading