格隆汇4月23日｜美国贸易代表格里尔：加拿大方面迄今尚未承诺改变乳制品贸易。

gorodenkoff/iStock via Getty Images Intuitive Surgical ( ISRG ) has dropped 8% since I initiated coverage with a "Buy" rating . As a market-leading robotic-assisted surgery platform with a strong margin systems portfolio coupled with high-margin recurring revenues, I believe the company is attractively positioned, but the company is not immune to some transient pressures. The generic bull case of "everybody needs healthcare and life expectancy is increasing" does not cover the full story. In this report, I discuss the company’s earnings, some pressures that the company faces, and update my price target, as I believe the company remains a "B uy." Intuitive Surgical Sees Revenue Exceeding Procedure Growth Intuitive Surgical Earnings (Intuitive Surgical (Press Release)) Intuitive Surgical reported sales of $2.77 billion, indicating around 23% growth, exceeding analyst estimates of $2.62 billion in revenues. Systems sales rose 24.5% to $650.7 million, while instrumentation & accessories sales grew 23.3% to $1.69 billion, and services growth was up 19.5% to $433.7 million. Gross profit increased 25.6% to $1.83 billion, indicating a 140 basis point margin expansion to 66.1%. Operating expenses grew 10.9% to $975.2 million, driven by higher SG&A, leading operating income to grow 48% to $855.3 million with margins climbing 520 basis points to 30.9%. The top-line growth exceeded the 17% growth in procedures, which drives service and consumables revenues. We note that margins of the da Vinci 5 robotic surgery system, which is the flagship of the company, now are comparable with the da Vinci Xi, and margins for the Ion robotic bronchoscopy system, targeting lung biopsy procedures, are climbing towards the company composite margin. In other words, the margins are set to become accretive to the composite margins in the near term. Earnings per share were $2.28 and $2.50 on a non-GAAP basis, exceeding analyst estimates by $0.39. So, it was a good quarter with sales and system grow...

June WTI crude oil (CLM26 ) today is up +2.55 (+2.84%), and June RBOB gasoline (RBM26 ) is up +0.0882 (+2.82%). Crude oil and gasoline prices are sharply higher today, with gasoline posting a 2-week high. Energy prices are rallying today as the cancellation of peace talks between the US...

C-suites across business sectors have seen long-tenured leaders exit.

Bonesupport Holding AB (publ) press release ( BOEUF ): Q1 net sales of 3.24B SEK. Q1 EPS 0.80 SEK. More on Bonesupport Holding AB (publ) Bonesupport Holding AB (publ) (BOEUF) Q1 2026 Earnings Call Transcript Bonesupport Holding AB (publ) 2026 Q1 - Results - Earnings Call Presentation Bonesupport Holding AB (publ) (BOEUF) Q4 2025 Earnings Call Transcript Historical earnings data for Bonesupport Holding AB (publ) Financial information for Bonesupport Holding AB (publ)

Earnings Call Insights: Otis Worldwide Corporation (OTIS) Q1 2026 Management view “Otis delivered a solid start to the year in orders and sales with continued demand momentum that provides visibility for future growth, especially in our Service segment,” said (Chair, President & CEO Judith Marks), alongside “total organic sales increased 1%” and “organic service growth of 5%,” including “repair sales, which increased approximately 10%.” (CEO Marks) framed modernization as the key multiyear driver, saying “orders up 11% in the quarter and the backlog up 30% at constant currency,” adding that this “supports our view of modernization as a durable multiyear opportunity as the global installed base continues to age.” (CEO Marks) emphasized capital return and M&A, stating “we announced a 5% increase to our quarterly dividend,” “opportunistically completed approximately $400 million of share repurchases,” and “recently announced a majority investment in WeMaintain, a digital and AI-enabled elevator service provider,” positioned as “a compelling connected solution with a complement to Otis ONE for a multi-branded portfolio base.” “Service organic sales grew 5% in the quarter with growth across all lines of business,” said (Executive VP & CFO Cristina Mendez), while “service operating margin contracted 160 basis points to 23%,” which she attributed to “continued investments to support long-term growth, higher labor and material costs and unfavorable mix, particularly in our maintenance business.” Outlook “We now expect net sales of $15.1 billion to $15.3 billion, with organic sales growth up low to mid-single digits,” said (CEO Marks), while calling Middle East-related execution delays “recoverable through the remainder of the year.” “Adjusted EPS is now expected to be $4.20 to $4.24, still in the original range of our guide,” (CEO Marks) said, alongside “adjusted free cash flow…between $1.6 billion to $1.65 billion,” and a full-year repurchase plan where Otis “continue[s] t...

CVC Capital Partners Plc is emerging as the frontrunner to form a UK pension partnership with Standard Life Plc , people with knowledge of the matter said. The private equity firm is forming a consortium for the potential deal with Standard Life, the people said. Standard Life is aiming to announce a partner by the end of the first half, according to the people. Standard Life, a provider of pensions and savings products, has been seeking a partnership with an alternative asset manager for the business, an increasingly popular strategy to increase returns. Other potential partners have also expressed interest in a tie-up and there’s no certainty that the CVC consortium will reach a deal, the people said. Representatives for CVC and Standard Life declined to comment.

22日美以伊对峙进入第54天，美国对伊朗进行的海上封锁已成为谈判的关键障碍。伊朗武装部队表示，已做好“百分之百”的战斗准备。与此同时，美军高官称已准备好重启对伊朗作战行动。21日晚，伊朗“卡德尔”“霍拉姆沙赫尔-4”等型号的导弹在伊朗首都德黑兰的广场上亮相，以此向敌人展示“伊朗导弹能力已全面准备就绪”。据称，伊朗在过去两周内始终认为战事重新爆发的可能性很高，并据此进行了一些军事调动，准备了新的打击目标清单。伊朗称已做好准备。另一方面，美国也在加紧军事部署。美军参谋长联席会议主席凯恩称，“美军已做好准备，随时可以重启针对伊朗的大规模作战行动”。美军“布什”号航空母舰预计未来几天将前往阿拉伯海，很可能将接替“福特”号航母。交接期间，预计美军将在中东地区形成“布什”号、“福特”号、“林肯”号三航母部署态势。此外，尽管美军称封锁了霍尔木兹海峡，但近日相继有伊朗油轮经由相关海域封锁线，返回伊朗领海。（央视新闻）

Earnings Call Insights: Community Health Systems (CYH) Q1 2026 Management view "Earlier this week, we announced some significant investments in ambulatory surgery centers in our core markets including the pending acquisition of a majority ownership interest in the Surgical Institute of Alabama, our largest acquisition since 2016." (President, CEO & Director Kevin Hammons) "We expect to close this transaction during the second quarter." (President, CEO & Director Hammons) "During the first quarter, we also purchased a majority interest in South Anchorage Surgery Center in Alaska and opened 2 de novo ASCs in Birmingham and Foley, Alabama." (President, CEO & Director Hammons) "Adjusted EBITDA was on the low end of our internal expectations, declining 17.8% from the prior year period." (President, CEO & Director Hammons) "The quarter's results include an approximate $50 million year-over-year EBITDA drag from recently completed divestitures that went from being positive contributors in the prior year period to negative in the first quarter of 2026." (President, CEO & Director Hammons) "Adjusted EBITDA for the first quarter was $309 million with margin of 10.4%." (CFO & Executive VP Jason Johnson) "Volumes and payer mix were below expectations, including noteworthy softness in elective procedures such as hips and knees... led to margin compression." (CFO & Executive VP Johnson) Outlook "Our financial guidance for 2026 remains unchanged... within the initial range for adjusted EBITDA of $1.34 billion to $1.49 billion." (CFO & Executive VP Jason Johnson) "There are multiple items on the horizon that could affect guidance in the future, most notably the potential approval of new or enhanced state direct repayment programs and potential tailwinds from the rural health transformation program." (CFO & Executive VP Johnson) Compared with the prior quarter’s positioning, management again emphasized uncertainty around supplemental payment programs: "We don't have sufficient data ...

@media (max-width: 768px) { .image-container { width: 100% !important; float: none !important; margin: 0 0 1rem 0 !important; } } Image source: The Mo

Source: Bloomberg, 0:00

Earnings Call Insights: CME Group (CME) Q1 2026 Management view "I'm proud to announce that CME Group has achieved a record-breaking start to 2026" and "the first quarter average daily volume of 36.2 million contracts was the highest quarterly average daily volume in CME Group's history" (Chairman & CEO Terrence Duffy). Duffy said the quarter marked the first time CME had "record volume across every 1 of our 6 asset classes," with "international average daily volume" at "a record 11.4 million contracts." Duffy highlighted multiple near-term product and infrastructure milestones: "cross-margining agreements received approval from both the SEC and CFTC to expand to our end user clients beginning on April 30," "24/7 crypto trading scheduled to go live on May 29," a plan to "fil[e] to change our micro equity index options to be financially settled," and that "our new environment in Dallas is on track to open this summer" ahead of "2 of our agricultural products migrating to the cloud by the end of the year" (Chairman & CEO Duffy). "CME Group generated record revenue of $1.9 billion" and "adjusted net income and adjusted diluted earnings per share came in at a record-setting $1.2 billion and $3.36 per share" (President & CFO Lynne Fitzpatrick). Fitzpatrick also said CME "returned $3.2 billion to shareholders during the quarter" via "$2.7 billion in variable and regular quarterly dividends" and "$536 million in shares repurchased." Outlook "We are working with the settlement banks in our ecosystem as well as clearing members" and the tokenized-cash project has "the goal of being able to go live by the end of this year" (Senior MD, Group COO & Global head of clearing Suzanne Sprague). Sprague tied this to expanded hours: "The tokenization of cash really for us enables movement of value outside of traditional banking hours, especially looking at 24/7 trading activity." "For 2026 guidance, we expect total adjusted operating expenses, excluding license fees, to be approximate...

Image source: The Motley Fool. Wednesday, April 22, 2026 at 11 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

Earnings Call Insights: WesBanco (WSBC) Q1 2026 Management View "There are 3 key takeaways from the quarter. We delivered solid year-over-year financial results. We exceeded our year 1 financial targets for the Premier acquisition, and we stayed disciplined in executing our strategy to position WesBanco for long-term success." (President, CEO & Director Jeffrey Jackson) "During the first quarter, that drove elevated commercial real estate project payoffs, which totaled $340 million during the first quarter" and management said it "created a 1.4% headwind to our year-over-year loan growth." (CEO Jackson) "The commercial pipeline has increased 35% since year-end to a record $1.6 billion" and "in the few weeks since quarter end, the pipeline has grown another $200 million to $1.8 billion." (CEO Jackson) "Last month, we announced the launch of our commercial banking business across key high-growth South Florida markets" and "built an initial $400 million pipeline just in a few weeks." (CEO Jackson) "For the first quarter, we reported GAAP net income available to common shareholders of $84 million or $0.88 per share. And when excluding restructuring and merger-related expenses, first quarter net income was $87 million or $0.91 per share." (Senior Executive VP & CFO Daniel Weiss) Outlook "We continue to expect mid-single-digit year-over-year loan growth for 2026" and said the expectation is "supported by our record pipeline and early momentum from our South Florida markets." (CEO Jackson) "We've removed our previous rate cuts from our modeling and currently do not anticipate any cuts or increases during the remainder of 2026." (CFO Weiss) "We anticipate our second quarter net interest margin to rebound into the low 3.60s and then continue to improve into the mid- to high 3.60s during the second half of the year." (CFO Weiss) "We anticipate CET1 to now build 5 to 10 basis points per quarter for the remainder of the year, putting us on pace for our 11% CET1 target by year-e...

@media (max-width: 768px) { .image-container { width: 100% !important; float: none !important; margin: 0 0 1rem 0 !important; } } Image source: The Mo

Palantir Just Landed Its Next $300 Million Deal The Motley Fool

@media (max-width: 768px) { .image-container { width: 100% !important; float: none !important; margin: 0 0 1rem 0 !important; } } Image source: The Mo

Here's a fun riddle for Wall Street's Wednesday: What do you call a market where stocks go up, gold goes up, oil goes up, and Bitcoin (CRYPTO: BTC) jumps more than 5%, but almost nobody is actually trading? Apparently, you call it April 22, 2026. The major indexes are all in the green shortly after noon, ET. The Dow Jones Industrial Average (DJINDICES: ^DJI) has added about 0.7%, the S&P 500 (SNPINDEX: ^GSPC) rose by roughly 0.9%, and the Nasdaq-100 is leading the pack with a 1.3% gain. These are perfectly respectable numbers. The catch? Trading volume of the most popular exchange-traded funds (ETFs) is running well below half of normal levels. That's true for funds tracking the three stock indexes above, but also for Bitcoin ETFs such as iShares Bitcoin Trust (NASDAQ: IBIT) , the oil-price mirror known as United States Oil Fund (NYSEMKT: USO) , and the SPDR Gold Shares (NYSEMKT: GLD) precious-metal index. Continue reading

Meta Platforms ramps up AI data center spending with massive capex plans, new Tulsa project, and key partnerships beyond ads.

META Rides on AI-Optimized Data Centers: What Lies Ahead for the Stock? TradingView

Saranyoo Chantawong/iStock via Getty Images A group of industrial and adjacent cyclical stocks reached fresh 52-week highs on Wednesday, suggesting investors are rotating toward companies tied to infrastructure upgrades, power demand, specialized equipment and corporate turnarounds. Among the names hitting new highs were Ampco-Pittsburgh ( AP ), Emcor Group ( EME ), Mistras Group ( MG ), Argan ( AGX ), Vicor ( VICR ), Pitney Bowes ( PBI ) and Custom Truck One Source ( CTOS ). While the companies operate in very different niches, several common themes appear to be driving interest. Power grid and energy buildout One of the clearest market narratives is the need to modernize electric grids and expand power infrastructure, particularly as data centers, artificial intelligence computing and electrification place new strain on utilities. Custom Truck One Source ( CTOS ), which provides specialty trucks and utility equipment, continued its gain into a second day. On Tuesday, Cantor Fitzgerald initiated coverage with an Overweight rating, saying the company is positioned to benefit from grid upgrades, infrastructure spending and stronger cash generation. Argan ( AGX ), a builder of power and industrial projects, has also been a beneficiary of expectations for new generation capacity and transmission investment. The company has gained attention as utilities and developers seek faster ways to add power resources. Emcor Group ( EME ), which provides mechanical and electrical construction services, may also be riding this theme. Investors have increasingly favored contractors seen as picks-and-shovels beneficiaries of commercial retrofits, manufacturing projects and mission-critical facilities. Maintenance, inspection, industrial reliability Mistras Group ( MG ), which specializes in asset protection, testing and inspection services, points to another trend: keeping aging infrastructure running safely. As refineries, pipelines, utilities and factories extend the life of existi...

GE Vernova is ripping to the upside following a monster quarter, thanks to the insatiable demand for energy fueling the AI boom. Revenue for the three months ending March 31 increased about 16% year over year to $9.34 billion, topping expectations of $9.22 billion, according to LSEG. Orders increased 71% organically to $18.3 billion, driven by growth across all segments. As a reminder, analysts focus on orders to gauge demand rather than sales, which may reflect past order fulfillment. Earnings per share (EPS) of $17.44; however, this isn't comparable to the $1.86 estimate, given that it includes $4.5 billion in pre-tax M & A net gains, primarily from Prolec GE. Accounting for this, LSEG pegs the adjusted EPS result at about $2.08, still better than expected. GEV 1Y mountain GEV 1-year return Shares of GE Vernova soared more than 12% on the print, hitting an all-time intraday high of $1,142 shortly after the opening bell. In recognition of Wednesday's rally, we're raising our price target to $1,300 from $1,000. As Jim Cramer put it during the Club's Morning Meeting, "This one may be one for the ages." We're keeping our buy-equivalent 1 rating on the stock. Bottom line The word "insatiable" might be insufficient to describe the type of demand GE Vernova is seeing for its natural gas turbines and other products used to power data centers. While the company's wind business remains under pressure, sales of gas and electrification solutions were off the charts, leading management to increase its outlook for the year and beyond. This is not surprising, considering Nvidia CEO Jensen Huang's five-layer cake of AI starts with energy as the base and builds up from there to chips, infrastructure, models, and applications. So, all AI roads lead back to energy demand, and that puts GE Vernova on the ground floor of the Fourth Industrial Revolution. Put another way, whenever you hear about a new power commitment or data center project, understand that the required gigawatts will ...

Business is still humming for GE Vernova (NYSE: GEV) , and investors are bidding up shares today. The diversified energy company reported first-quarter earnings today, and shares are up 12.2%, as of 1:10 p.m. ET. GE Vernova stock hit a new all-time high, and is now worth just about $300 billion after the company beat expectations, reported a surging order book, and raised its 2026 financial guidance. Image source: The Motley Fool. Continue reading

Most of the companies that have fully committed to building AI models are gobbling up every Nvidia AI accelerator they can get, but Google has taken a different approach. Most of its cloud AI infrastructure is based on its line of custom Tensor processing units (TPUs). After announcing the seventh-gen Ironwood TPU in 2025, the company has moved on to the eighth-gen version , but it's not just a faster iteration of the same chip. The new TPUs come in two flavors, providing Google and its customers with an AI platform that is faster and more efficient, the company says. Google is pushing the idea that the "agent era" is fundamentally different from the AI systems that came before, necessitating a new approach to the hardware. So engineers have devised the TPU8t (for training) and the TPU 8i (for inference). Before AI models become something you can use to analyze data or make silly memes, they need to be trained. The TPU 8t was designed specifically for this part of the AI lifecycle to reduce the training time for frontier AI models from months to weeks. Read full article Comments

Cardano (CRYPTO: ADA) reached its all-time high of $3.10 per token in September 2021. But as of this writing, it only trades at about $0.25. Like many other smaller altcoins, Cardano fizzled out as rising interest rates chilled the crypto market . It also didn't bounce back with Bitcoin (CRYPTO: BTC) as interest rates declined and the crypto market warmed up again. Cardano might initially seem like a lost cause, but it has notable strengths and is still expanding its moat. Let's see why the market might be underpricing this oft-overlooked token. Image source: Getty Images. Continue reading

格隆汇4月23日｜欧莱雅CEO：将考虑多种选择以保护毛利率，同时避免大幅提价。

(RTTNews) - Kenmare Resources plc (KMR.L, KMR.IR) on Wednesday reported lower production in the first quarter of 2026, impacted by operational challenges.

Rivian Automotive Inc. is betting its next-generation R2 SUV will do more than boost sales. The higher-volume vehicle is key to unlocking the EV maker’s autonomous driving future, Chief Executive Officer RJ Scaringe said, by scaling the real-world data needed for its artificial-intelligence technology. “Think of the R2 fleet — it’s a high volume product — as being part of training our large driving model,” Scaringe said Wednesday in a Bloomberg Television interview. Adding laser-based sensors and improved chips “just allows us to do a better job of capturing lots and lots of driving miles to train our model.” While the EV market in the US has slumped, Rivian is betting its future on the R2 midsize SUV, a lower-priced vehicle designed to reach a far broader set of buyers than its current lineup. The model is central to Rivian’s strategy to scale production, lift deliveries and move closer to sustainable profitability, with its success — and especially a timely launch — seen as critical to anchoring Rivian’s long-term growth. The push to get the R2 to market has already reshaped Rivian’s manufacturing plans. The company initially intended to build the vehicle at a new multibillion-dollar plant in Georgia, but pivoted to produce it at its Normal, Illinois, factory instead, a move expected to save billions in capital spending and accelerate the launch timeline. The shift underscores how critical speed and cost discipline have become to Rivian. Despite a tornado ripping the roof off part of the Illinois plant on Friday, Rivian maintained its production ramp-up schedule. “The last 72 hours have been around-the-clock,” Scaringe said, with workers getting water out of the facility and maneuvering around damaged parts of the factory. The R2 will initially launch with higher-priced variants ranging up to $57,000 for the performance version. The base, $45,000 model will come within the next year. Scaringe cited strong consumer interest, saying there were “long lines just to si...

格隆汇4月23日｜欧莱雅CFO：如果油价保持在每桶90-100美元，预计额外成本为9000万至1亿欧元。

Beer provides "substantial levels" of vitamin B6 into your diet, according to new research.