Earnings Call Insights: TE Connectivity (TEL) Q2 fiscal 2026 Management view "Our second quarter sales were over $4.7 billion" and "we delivered record adjusted earnings per share of $2.73" (CEO Terrence Curtin). "In the second quarter, we had record orders of over $5 billion" and "we announced that our Board approved a 10% increase to our quarterly cash dividend" (CEO Curtin). "Orders were $5.3 billion with a book-to-bill of 1.12" and "over 70% of the company's order growth was in the Industrial segment" (CEO Curtin). "In our digital data networks, we had another outstanding quarter" and "we acquired a leading technology for passive optical connectivity solutions" (CEO Curtin). "We now expect our AI revenues in fiscal 2026 to be about $150 million higher than our view 90 days ago" and "this entire increase will be in the second half of the year" (CEO Curtin). "For the quarter, we achieved adjusted operating income of over $1 billion and adjusted operating margins of 21.7%" (CFO Heath Mitts). Outlook "As we look to the third quarter, we are expecting third quarter sales to be $5 billion" and "we expect adjusted earnings per share to be up 17% year-over-year to around $2.83" (CEO Terrence Curtin). "We expect Q3 [the adjusted effective tax rate] to be around 23% and the full year tax rate to be approximately 22%" (CFO Heath Mitts). Compared with the prior quarter’s outlook language, management shifted from guiding Q2 sales of $4.7 billion and adjusted EPS of around $2.65 to guiding Q3 sales of $5 billion and adjusted EPS of around $2.83 (CEO Curtin). Financial results "Our second quarter sales were over $4.7 billion" and "sales grew 15% on a reported basis and 7% organically year-over-year" (CEO Terrence Curtin). "We delivered record adjusted earnings per share of $2.73" and "our operating margins on an adjusted basis were 22%" (CEO Curtin). "GAAP operating income was $954 million" and it "included $8 million of acquisition-related charges, $10 million of restructurin...

Love Employee/iStock via Getty Images Market Review Equity performance was broadly negative across developed and emerging markets. Heightened geopolitical tensions involving Iran and the subsequent spike in oil prices weighed on risk sentiment despite resilient, albeit slowing, global growth and moderating inflation. The S&P 500® Index declined 4.33% for the quarter. Within the index, six of the 11 Global Industry Classification Standard (GICS®) equity sectors finished in positive territory, led by energy and materials. Value stocks outperformed growth stocks. Among other major equity benchmarks, the MSCI EAFE Index, a measure of developed markets excluding the U.S. and Canada, decreased by 1.24%, while the MSCI Emerging Markets Index decreased by 0.17%. In our view, headline risk will remain elevated for the foreseeable future and will lead to more dramatic risk on/risk off days for the market. Quarterly Performance BNY Mellon Dynamic Value Fund (Class A at NAV)( DAGVX ) returned 2.23% during the first quarter of 2026. In comparison, the fund's benchmark, the Russell 1000 Value Index (the "Index"), returned 2.10% for the same time period. Average Annual Total Returns (3/31/26) Share Class / Inception Date 3 Month YTD 1 Year 3 Year 5 Year 10 Year Class A (NAV) / 9/29/95 2.23% 2.23% 17.74% 16.18% 13.75% 13.35% Class A (5.75% max. load) -3.65% -3.65% 10.97% 13.91% 12.41% 12.68% Class I (NAV) / 5/31/01 2.32% 2.32% 18.03% 16.48% 14.03% 13.64% Russell 1000® Value Index 2.10% 2.10% 15.87% 14.31% 9.43% 10.58% Click to enlarge The performance data quoted represents past performance, which is no guarantee of future results. Share price and investment return fluctuate, and an investor's shares may be worth more or less than original cost upon redemption. Current performance may be lower or higher than the performance quoted. Performance for periods less than 1 year is not annualized. Go to BNY Investments for the fund's most recent month-end returns. Returns assume the reinve...

The former US Secretary of Homeland Security had her handbag - with $3,000 (£2,260) in cash inside - stolen at a restaurant last year.

AMD sparks controversy by denying Ryzen 9 9950X3D2 review samples to Gamers Nexus, TechPowerUp, and others TweakTown

Douglas Rissing/iStock via Getty Images The thesis The next macro regime won’t be defined by a single recession, a single war, or a single inflation print. It will be defined by something more durable and more political: the public discovery that the last decade of policy created asset wealth and real-world scarcity at the same time. That combination - paper asset inflation plus lived-cost inflation - doesnt end with a tidy mean reversion. It ends with backlash. And backlash doesn’t merely change headlines; it changes the rules that determine returns. If the 2010s were an era where capital chased what was easy to buy, the 2020s-2030s look like an era where governments will force capital toward what is hard to build: power, grids, housing supply, industrial resilience. The market is still pricing a world where regulation is a nuisance and discount rates do the heavy lifting. The mispricing is that politics is becoming the discount rate. How we got here: Misallocation disguised as stability The post-crisis era made a simple promise: suppress volatility, keep credit flowing, and let asset prices do some of the stabilizing work. That worked, if you define “worked” as a decade of rising financial asset prices and cheap funding. But it quietly rewired incentives. When money is cheap and the state is slow, capital goes where it can move fastest. It doesn’t go into ten-year permitting fights. It doesn’t go into projects whose payoff depends on local politics. It goes into existing stock, homes already built, equities already listed, assets already financialized. So you get a world where balance sheets look better while the physical world gets tighter. Then shocks arrive, energy insecurity, supply chain fracture, migration pressures, AI’s power hunger, and the shortage isn’t theoretical anymore. It becomes lived reality: expensive rents, volatile electricity, failing infrastructure, angry voters. The key point is not that “QE was bad” in some moral sense. The point is that i...

Key PointsMicrosoft's stock has seldom been this cheap over the past decade.

Trump Deploys Five Defense Production Act Memos For American Energy President Trump signed five presidential determinations under Section 303 of the Defense Production Act on Monday. All five declare critical energy capacities essential to national defense and authorize federal purchases, commitments, and financing to cut through financing shortages, permitting delays, and supply chain choke points. Any mention of renewables are noticeably absent, as the administration has been pounding the table on the reliability of coal and natural gas, especially through the recent winter storm... "Sleep Tight, America. We Got This": NatGas And Coal Power Plants Prevented Grid Collapse During Historic Winter Blast https://t.co/CvAfdeiwts — zerohedge (@zerohedge) January 27, 2026 They sit under the national energy emergency we flagged back in January 2025. The moves target fossil fuel production and the infrastructure that actually moves power, while nuclear and geothermal get their own lanes. Section 303 of the DPA allows the government to act as the financial support for these industries due to the administration’s interpretation that the private sector can't do it on their own. Domestic Petroleum Production, Refining, And Logistics Capacity This determination covers exploration, production, refining, gathering and transmission pipelines, storage, and marine terminals. DPA authorities now back projects to secure jet fuel, diesel, and gasoline for the military and industrial base, cutting reliance on foreign suppliers that have weaponized energy in the past. Coal Supply Chains And Baseload Power Generation Capacity Coal mining, rail and barge transport, terminals, on site stockpiles, and plant life extensions all get the treatment. The memo stresses that baseload coal power remains irreplaceable for defense installations and the exploding electricity demand from AI and manufacturing. Federal support will speed maintenance and logistics that markets alone have left stalled. Natur...

Trump administration had filed suit against the 2025 law, arguing it would threaten officers’ safety Sign up for the Breaking News US email to get newsletter alerts in your inbox An appeals court has blocked a California law passed in 2025 requiring federal immigration agents to wear a badge or some form of identification. The Trump administration filed a lawsuit in November challenging the law, arguing it would threaten the safety of officers who are facing harassment, doxing and violence, and that it violated the constitution because the state is directly regulating the federal government. Continue reading...

Policy hurdles keep H200 deals on hold

The drug industry’s self-regulatory body criticised Theramex for ‘alarming’ compliance issues One of the biggest producers of hormone replacement therapy has been censured by regulators for “systemic failures” that put patient safety in jeopardy. Theramex, the UK producer of HRT drugs Evorel and Intrarosa was found to have breached fundamental compliance standards including not updating crucial prescribing information – in some cases for several years – and not making it clear that a drug must not be used during pregnancy. Continue reading...

格隆汇4月23日｜白宫新闻秘书莱维特发文反驳有关“伊朗现存的军事实力超出美国防部对外承认的规模”的报道。她表示：“主流传统媒体又在为伊朗政权进行公关洗白。事实是，在特朗普总统执政期间，美军仅用38天就重创了伊朗政权的军事能力：伊朗国防工业体系几乎被完全摧毁。伊朗制造、储备弹道导弹与远程无人机的能力倒退数年。伊朗绝大部分弹道导弹、发射车以及远程攻击无人机均被摧毁。伊朗海军全军覆没，超150艘舰艇被击沉。如今伊朗空军在实战与作战层面已基本丧失作用。”

Why Micron Stock Is Surging Today fool.com

Marina113/iStock Editorial via Getty Images Shares of BankUnited ( BKU ) have been a strong performer over the past year, gaining about 45%. Most banks have recovered strongly from the post-Liberation Day sell-off as credit results have been much better than feared. That said, there has been a bit more turbulence in recent months over headlines in private credit and potential losses. The company reported mixed Q1 results on Wednesday, and shares were modestly lower in response. I last covered BankUnited in October , rating the stock a “ H old,” given my view that reserves were a bit low. However, this call was overly conservative, with shares up 23% since then, justifying a "B uy" rating. With updated financials, now is a good time to revisit BKU. I remain a bit cautious given reserve levels. Seeking Alpha In the company’s first quarter , BankUnited earned $0.83 per share, which was $0.13 below expectations even as revenue grew 7% to $274 million. BankUnited ended Q1 with $29.4 billion in deposits, up over 4% from last year. Importantly, all of that growth came from core deposits rather than high-cost brokered deposits. Non-interest-bearing balances jumped $900 million to $8.9 billion. BKU’s focus on growing treasury relationships with its business borrowers is helping to grow these valuable, low-cost deposits, and we have clearly passed the bottom here. Deposit costs ended the quarter at 2.09%, down 1bp sequentially and 43bps from a year ago, a strong cumulative pull-through of Fed rate cuts. BankUnited On the asset side, BKU has $24.1 billion of loans, up less than 1% from a year ago, reflecting fairly tepid demand from borrowers in this elevated interest rate environment. It has also strategically been allowing its lower-yielding residential loan portfolio to roll down as it can deploy that capital into other segments. Interestingly, it has been growing its commercial real estate (“CRE”) exposure, an area where most banks have been trimming. CRE is only about 29%...

巴马科消息：马里军方22日发表声明说，马里空军当天在该国西部库利科罗大区发动空袭，打死70余名恐怖分子，并摧毁其全部后勤物资。马里武装部队总参谋部在声明中表示，空军当天在库利科罗大区赞提吉拉市执行空中侦察任务时，发现一支约40辆摩托车组成的武装车队正在该市以南一处保护林区内移动，空军随即对相关目标实施打击。声明称，一系列打击打死70余名恐怖分子，并彻底摧毁其全部后勤补给和装备。声明还表示，搜剿和打击恐怖组织的行动仍在马里全国范围内持续推进。2015年5月，马里政府与北部地区部分武装组织签署和平与和解协议，同年6月，各方完成协议最终签署。然而，这个西非国家的北部地区近年来仍冲突不断，其余地区的武装袭击也有增多趋势。(新华社)

Broadcom Stock Nears Record as Google AI Chip Push Fuels AVGO Breakout Bet TechStock²

(RTTNews) - Despite spending much of the day's session in positive territory, the Switzerland market ended moderately lower on Wednesday with stocks paring gains amid cautious moves by investors.

On April 22, 2026, Invera Wealth Advisors disclosed in an SEC filing that it sold 47,883 shares of the iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) in the first quarter, an estimated $2.77 million transaction based on quarterly average pricing. According to a filing with the Securities and Exchange Commission dated April 22, 2026, Invera Wealth Advisors sold 47,883 shares of the iShares ESG Advanced MSCI USA ETF during the first quarter. The estimated value of the shares sold was $2.77 million, using the average price for the quarter. The quarter-end value of the remaining USXF position fell by $2.87 million, reflecting both share sales and price changes. The iShares ESG Advanced MSCI USA ETF delivers targeted exposure to U.S. equities with strong ESG credentials, leveraging a rules-based methodology to screen out companies with poor sustainability profiles or involvement in controversial business lines. Its scale and diversified holdings position the fund as a core ESG allocation for institutional investors seeking to integrate responsible investment principles without sacrificing broad market coverage. The fund's disciplined approach and transparent structure enhance its appeal for long-term asset allocation strategies. Continue reading

Yahoo Finance Senior Reporter Brooke DiPalma tracks today's top moving stocks and biggest market stories in this Market Minute, including Boeing's (BA) stock gains after reporting first quarter results and Palantir Technologies (PLTR) shares rising on its new deal with the US Department of Agriculture (USDA). Stay up to date on the latest market action, minute-by-minute, with Yahoo Finance's Market Minute.

Palantir stock jumps on USDA deal, Boeing rises over Q1 results Yahoo Finance

CaptureLight/iStock via Getty Images After the closing bell on April 21, Nicolet Bankshares, Inc. ( NIC ) released its Q1 2026 financial results . The company recorded net income of $15 million and diluted earnings per share of $0.81. However, without expenses related to NIC’s recent acquisition of MidWestOne Financial, adjusted or non-GAAP EPS came in at $2.75. This normalized number was $0.06 better than expectations. Revenue of $110.6 million missed the predicted top line by $512,600. I previously wrote about the company back in January when Nicolet had just released financial results for Q4 2025 and FY 2025. That report included details for record net income, increased net interest margin, and the opportunities presented by the company’s planned acquisition of MidWestOne. That all-stock deal was expected to close in the first half of this year, and the transaction was finalized ahead of schedule, closing on February 13 . I stated in my last analysis that the merger appeared to offer a lot of positives for Nicolet Bankshares, a company that was already performing at a relatively high level. However, the valuation for NIC appeared to be a bit stretched. Since that article was published on January 21, the stock has returned just 2.0% to shareholders, while the S&P 500 has gained 3.5%. There is little in the company's recent quarterly report that changes my overall opinion of NIC, and I see no reason to upgrade the stock from my previous assessment of a Hold. Company Overview Based in Green Bay, Wisconsin, Nicolet Bankshares is the holding company for Nicolet National Bank. Founded in 2000, the bank offers traditional commercial and individual banking services as well as wealth management services and retirement planning. With the addition of MidWestOne, Nicolet now operates approximately 114 banking locations, doubling its physical presence since my last analysis was written. The bulk of the company’s branches are in the Midwest—Minnesota, Michigan, Wisconsin, and ...

INV 10-K及美國證券交易委員會申報文件 Yahoo 財經

Anytime there is a war, it is unfortunate and tragic, as it affects real people's lives. When it comes to the market, meanwhile, stocks often get whipsawed around based on the latest headlines of how the conflict is progressing and signs of when it may end. However, things don't just come to a complete stop when a war is raging, and amid the Iran war, some companies have quietly continued to build upon their advantages, which could prove to be long-term catalysts. Let's look at two companies that are quietly continuing to push their advantages. Continue reading

Skyworks Solutions ( SWKS ) was on track to log its eighth straight session of gains on Wednesday as the stock advanced 3.14% to $61.82 during afternoon trading. Between April 13 and April 21, SWKS gained over 6%. On a YTD basis, however, it has lost 3.19% compared to a 3% rise in the broader markets. The stock advanced on Wednesday after it was upgraded at Barclays to Overweight from Equalweight. The brokerage also raised its price target of the stock to $100 from $95. As per Seeking Alpha’s quant rating, the stock has a Hold rating with a score of 3.24 out of 5. SWKS has been rated an A- for profitability, an A for valuation, but an F for growth. Wall Street analysts had the same rating for the stock. However, Seeking Alpha analysts issued a Buy call. Seeking Alpha analyst Wolf Report issued a Hold rating for SWKS earlier this month, arguing that the firm faces structural headwinds from its heavy Apple dependence, declining margins, and lack of AI exposure. In the past five years, Skyworks’ revenue and net income have dropped sharply, with gross margins down 800 bps and net income down over 60%, it noted. “Due to its lack of exposure to AI, the company lacks any sort of AI catalyst. It's in the old-school analogue camp, which is not only not seeing a growth surge, but it's also unlikely to see any sort of growth surge (serious one) in the near term,” the analyst commented. More on Skyworks Solutions Skyworks: What It'd Take For The Company To Recover Skyworks Solutions, Inc. (SWKS) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Skyworks: Buy This Undervalued Dividend Machine Qorvo, Skyworks Solutions, Seagate upped at Barclays; Qualcomm downgraded Skyworks Solutions, Qorvo downgraded at Mizuho amid smartphone weakness

【有線新聞】今日開放上樓的宏仁閣損毀相對較小。 宏福苑大火中，宏仁閣只有2及3號單位屬嚴重損毀，其他單位沒有受波及。居民分批入內取回重要物品，有長者用步行架緩緩進入大廈，亦有居民與家人分別居於宏昌閣及宏仁閣，當日逃生時被火燒傷小腿，這日先打算回家人居住的宏仁閣，取回樓契等重要文件。 宏昌閣住戶劉先生：「我燒到7.5%燒傷，在逃生時。康復還可以，香港的醫療不錯，但始終經歷這種痛楚。（燒傷擔心回來有陰影嗎？如何克服？）交給主。」