Bo Shen/iStock Editorial via Getty Images Chubb ( CB ) was trading lower as Q1 GAAP EPS fell short of the average analyst estimate, while net realized losses jumped. Shares were 2.21% down to $322.00 on Tuesday after market hours. GAAP EPS of $5.88 rose from $3.29 in the same period of 2025, but was below the consensus of $6.71. "Strong growth in P&C underwriting income, investment income, and lif...
Bo Shen/iStock Editorial via Getty Images Chubb ( CB ) was trading lower as Q1 GAAP EPS fell short of the average analyst estimate, while net realized losses jumped. Shares were 2.21% down to $322.00 on Tuesday after market hours. GAAP EPS of $5.88 rose from $3.29 in the same period of 2025, but was below the consensus of $6.71. "Strong growth in P&C underwriting income, investment income, and life income led to core operating earnings of $2.7B, or $6.82 per share, both up more than 80% over the prior year's first quarter, which was impacted by the California wildfires," said CEO Evan Greenberg. "Excluding CATs, core operating income was up 10.7% and EPS was up 13.5%," said Greenberg. Net premiums written increased 10.7% year-over-year to $14.01B. The P&C segment saw an increase of 7.2% in the net premiums written to $11.72B, while Global P&C (excluding Agriculture) recorded a 7.1% rise to $11.41B. Life Insurance reported a 33.1% growth to $2.29B. Net premiums earned rose to $13.46B from $12.00B. Net realized losses were up to $407M from $116M a year ago. Earnings call is scheduled for tomorrow at 8:30 AM ET. More on Chubb Chubb's Strong Fundamentals Are Priced In (Downgrade) Chubb Limited (CB) Q4 2025 Earnings Call Transcript Allstate Vs. Chubb: Paying For Stability Or Buying The Turnaround Stocks to watch on Tuesday after hours: ADBE, COF, CB Chubb Non-GAAP EPS of $6.82 beats by $0.21
BING-JHEN HONG/iStock Editorial via Getty Images It’s Nvidia Corporation’s ( NVDA ) world, and most of the competition is simply living in it. Or at least that has been at least part of the prevailing bull narrative. I believe NVDA is worth its fortune and that the continuing investor hype is worth it. However, I do believe that NVDA is likely to see increasing competition in the years ahead. Am I...
BING-JHEN HONG/iStock Editorial via Getty Images It’s Nvidia Corporation’s ( NVDA ) world, and most of the competition is simply living in it. Or at least that has been at least part of the prevailing bull narrative. I believe NVDA is worth its fortune and that the continuing investor hype is worth it. However, I do believe that NVDA is likely to see increasing competition in the years ahead. Am I saying that NVDA’s best days are behind it? Absolutely not. Rather, I believe share price gains will be more modest, especially as the bar for success continues to stretch higher. Shares in NVDA are up about 12% in the last month and 7% YTD. The stock is also currently sitting at the very upper end of its 52-week range. Seeking Alpha - YTD Share Price Performance Of NVDA Stock Consensus analyst sentiment appears to remain in the solid Buy territory, and for good reason, in my view. The company is coming off a record quarter in which sales grew 20% sequentially and 73% YOY. Margins are also sitting at the nosebleed 70% range, too. Seeking Alpha - NVDA Stock Growth Metrics Among the Wall Street community, analysts still see about 35% upside potential in the stock, with fair value estimates at around $270/share. Seeking Alpha - NVDA Stock Average Price Target That’s significant and worth attention. However, I’d rather wait for a more pronounced pullback in the stock before initiating new positioning. At today’s prices, I view NVDA shares as a Hold. What Is My Bull View On NVDA? In my view, it’s hard to read NVDA’s latest quarter and not come away bullish. The company didn’t just beat expectations. It widened the gap between itself and everyone else. Record revenue of +$68B, data center sales up 75% YOY, and gross margins sitting comfortably in the mid-70% range tell you this isn’t just a cyclical upswing. This is sheer platform dominance. NVDA Investor Presentation - Snapshot of Topline Revenue Performance What is even more impressive is how broad the demand base has become. ...
Apple announced that Tim Cook will step down Sept. 1 after almost 15 years at the helm. During his tenure, Apple stock more than tripled the price returns of the S&P 500 index.
Apple announced that Tim Cook will step down Sept. 1 after almost 15 years at the helm. During his tenure, Apple stock more than tripled the price returns of the S&P 500 index.
The two-week ceasefire between the U.S. and Iran ends this week. While President Trump is hopeful of reaching a peace deal with Iran before the ceasefire expires, he's ready to resume bombing if there's no agreement. This brinksmanship has the markets on edge. Here's a look at what will likely happen with oil prices if the war resumes and what that would mean for oil stocks . Image source: Getty I...
The two-week ceasefire between the U.S. and Iran ends this week. While President Trump is hopeful of reaching a peace deal with Iran before the ceasefire expires, he's ready to resume bombing if there's no agreement. This brinksmanship has the markets on edge. Here's a look at what will likely happen with oil prices if the war resumes and what that would mean for oil stocks . Image source: Getty Images. Continue reading
magnez2 Capital One Financial ( COF ) stock slid 3.1% in Tuesday after-hours trading as Q1 earnings and revenue came in lighter than the Wall Street consensus estimates. The credit card lender continued to integrate Discover's operations into its business. Q1 adjusted EPS of $4.42, trailing the average analyst estimate of $4.57, rose from $3.86 in Q4 2025 and $4.06 in Q1 2025. Total revenue of $15...
magnez2 Capital One Financial ( COF ) stock slid 3.1% in Tuesday after-hours trading as Q1 earnings and revenue came in lighter than the Wall Street consensus estimates. The credit card lender continued to integrate Discover's operations into its business. Q1 adjusted EPS of $4.42, trailing the average analyst estimate of $4.57, rose from $3.86 in Q4 2025 and $4.06 in Q1 2025. Total revenue of $15.2B, missing the $15.4B consensus, decreased from $15.6B in the prior quarter and climbed from $10.0B a year ago. "Our results in the first quarter reflect solid top-line growth and strong credit performance," said founder, Chairman, and CEO Richard D. Fairbank. "The Discover integration continues to go well, and we continue to build momentum from this game-changing acquisition." The acquisition closed in May 2025. Net interest income of $12.1B, lagging the $12.3B consensus, dropped from $12.5B in Q4 and increased from $8.01B in last year’s Q1. Its net interest margin of 7.87% narrowed from 8.26% in the previous quarter and widened from 6.93% a year ago. Q4 pretax preprovision earnings of $6.77B, vs. the consensus of $7.08B, increased from $6.24B in Q4 and from $4.10B in the prior year’s Q1. Provision for credit losses of $4.07B, vs. the consensus estimate of $3.70B, fell from $4.14B in the previous quarter and $2.37B a year ago. The net charge-off rate of 3.45% was unchanged from Q4 and edged up from 3.40% in last year’s Q1. Noninterest expense totaled $8.46B, down from $9.34B in the prior quarter and up from $5.90B a year ago. Total deposits of $489.1B at Dec. 31, 2025, increased from $475.8B at Dec. 31, 2025. Loans held for investment were $447.8B at March 31 vs. $453.6B at Dec. 31. Conference call at 5:00 PM ET. More on Capital One Financial Capital One Financial - Buy The Dip Capital One: A Payments Platform Hiding Inside A Bank Stock Capital One: Discover Drag, Subprime Stress, Hold Stocks to watch on Tuesday after hours: ADBE, COF, CB Capital One Financial Non-GAAP E...
WesBanco press release ( WSBC ): Q1 Non-GAAP EPS of $0.91 beats by $0.05 . Revenue of $257M (+33.0% Y/Y) misses by $7.54M . More on WesBanco WesBanco, Inc. (WSBC) Shareholder/Analyst Call Prepared Remarks Transcript WesBanco: A Mixed Bag Justifies A Tempering Of Expectations WesBanco, Inc. (WSBC) Q4 2025 Earnings Call Transcript WesBanco signals mid-single-digit loan growth for 2026 while expandin...
WesBanco press release ( WSBC ): Q1 Non-GAAP EPS of $0.91 beats by $0.05 . Revenue of $257M (+33.0% Y/Y) misses by $7.54M . More on WesBanco WesBanco, Inc. (WSBC) Shareholder/Analyst Call Prepared Remarks Transcript WesBanco: A Mixed Bag Justifies A Tempering Of Expectations WesBanco, Inc. (WSBC) Q4 2025 Earnings Call Transcript WesBanco signals mid-single-digit loan growth for 2026 while expanding health care and southeast LPO strategy Seeking Alpha’s Quant Rating on WesBanco
Google on Monday unveiled the most significant upgrade to its autonomous research agent capabilities since the product's debut, launching two new agents — Deep Research and Deep Research Max — that for the first time allow developers to fuse open web data with proprietary enterprise information through a single API call , produce native charts and infographics inside research reports, and connect ...
Google on Monday unveiled the most significant upgrade to its autonomous research agent capabilities since the product's debut, launching two new agents — Deep Research and Deep Research Max — that for the first time allow developers to fuse open web data with proprietary enterprise information through a single API call , produce native charts and infographics inside research reports, and connect to arbitrary third-party data sources through the Model Context Protocol (MCP). The release, built on Google's Gemini 3.1 Pro model , marks an inflection point in the rapidly intensifying race to build AI systems that can autonomously conduct the kind of exhaustive, multi-source research that has traditionally consumed hours or days of human analyst time. It also represents Google's clearest bid yet to position its AI infrastructure as the backbone for enterprise research workflows in finance, life sciences, and market intelligence — industries where the stakes of getting information wrong are extraordinarily high. "We are launching two powerful updates to Deep Research in the Gemini API , now with better quality, MCP support, and native chart/infographics generation," Google CEO Sundar Pichai wrote on X. "Use Deep Research when you want speed and efficiency, and use Max when you want the highest quality context gathering & synthesis using extended test-time compute — achieving 93.3% on DeepSearchQA and 54.6% on HLE." Both agents are available starting today in public preview via paid tiers of the Gemini API , accessible through the Interactions API that Google first introduced in December 2025. Why Google built two research agents instead of one The launch introduces a tiered architecture that reflects a fundamental tension in AI agent design: the tradeoff between speed and thoroughness. Deep Research , the standard tier, replaces the preview agent Google released in December and is optimized for low-latency, interactive use cases. It delivers what Google describes as sign...
In the latest look at the underlying components of the S&P 500 ordered by largest market capitalization, Danaher Corp (Symbol: DHR) has taken over the #90 spot from Lockheed Martin Corp (Symbol: LMT), according to The Online Investor. Market capitalization is an importan
In the latest look at the underlying components of the S&P 500 ordered by largest market capitalization, Danaher Corp (Symbol: DHR) has taken over the #90 spot from Lockheed Martin Corp (Symbol: LMT), according to The Online Investor. Market capitalization is an importan
Solowin ( AXG ) on Tuesday said it expects revenue in the range of $27 million to $29 million for the fiscal year ended March 31, 2026, implying an increase of nearly tenfold year over year. Net loss is expected to be in the range of $11 million to $13 million. As of March 31, 2026, cash and cash equivalents increased to between $14 million and $16 million. Source: Press Release More on SOLOWIN HO...
Solowin ( AXG ) on Tuesday said it expects revenue in the range of $27 million to $29 million for the fiscal year ended March 31, 2026, implying an increase of nearly tenfold year over year. Net loss is expected to be in the range of $11 million to $13 million. As of March 31, 2026, cash and cash equivalents increased to between $14 million and $16 million. Source: Press Release More on SOLOWIN HOLDINGS Most and least shorted financial stocks with up to $2B market cap at the end of March Financial information for SOLOWIN HOLDINGS