Elon Musk’s lieutenants have reached out to chip industry suppliers for his envisioned Terafab, early steps in an audacious and likely arduous attempt to break into the production of cutting-edge chips. Ed Ludlow has more. (Source: Bloomberg)
Elon Musk’s lieutenants have reached out to chip industry suppliers for his envisioned Terafab, early steps in an audacious and likely arduous attempt to break into the production of cutting-edge chips. Ed Ludlow has more. (Source: Bloomberg)
Netflix Inc. reported revenue that beat analysts’ estimates in the first quarter, buoyed by strong subscriber growth. The streaming pioneer also announced that co-founder Reed Hastings is stepping down from the board after 29 years to pursue philanthropy and personal interests. Revenue rose 16% in the first three months of the year to $12.3 billion, compared with estimates for $12.2 billion, the c...
Netflix Inc. reported revenue that beat analysts’ estimates in the first quarter, buoyed by strong subscriber growth. The streaming pioneer also announced that co-founder Reed Hastings is stepping down from the board after 29 years to pursue philanthropy and personal interests. Revenue rose 16% in the first three months of the year to $12.3 billion, compared with estimates for $12.2 billion, the company said in a statement on Thursday. Earnings per share were $1.23 compared with estimates of 76 cents. In the current quarter, Netflix forecast earnings per share of 78 cents, less than the 84 cents predicted by Wall Street analysts. The results come after Netflix walked away from a contentious battle for control of Warner Bros. Discovery Inc. in February. The company’s shares had suffered during the months long tussle with Paramount Skydance Corp. as investors were concerned about the amount of debt it would shoulder under a potential deal. Now Wall Street is looking for signs Netflix can keep subscribers engaged. Netflix raised its subscription prices in March, boosting its standard plan without ads by $2 to $20 a month.
The post What’s Next for Multifamily Real Estate? 2026 Market Predictions Revealed by Benzinga Contributors appeared first on Benzinga . Visit Benzinga to get more great content like this. Benzinga Money is a reader-supported publication. We may earn a commission from the advertisers associated with this article. Read our Advertiser Discloser . In an evolving real estate landscape, strategic prepa...
The post What’s Next for Multifamily Real Estate? 2026 Market Predictions Revealed by Benzinga Contributors appeared first on Benzinga . Visit Benzinga to get more great content like this. Benzinga Money is a reader-supported publication. We may earn a commission from the advertisers associated with this article. Read our Advertiser Discloser . In an evolving real estate landscape, strategic preparation is the foundation of success. To navigate the market dynamics of 2026, BAM Capital leverages the extensive analytical expertise of Senior Economic Advisor Tony Landa to provide investors with essential clarity. As a leader in institutional-grade multifamily real estate, BAM Capital leverages a vertically integrated model and a proven track record of excellence to deliver sophisticated investment opportunities and transparent results for their partners. The following predictions summarize Landa’s analysis, offering the perspective necessary for partners to identify emerging opportunities and protect their capital in the years ahead. For a more in-depth look, you can access the full report by filling out this form. Supply and Demand Rebalance Will Improve Fundamentals A key trend for 2026 is the anticipated rebalancing of the supply-demand dynamic in the multifamily sector. After high levels of new construction in 2024 and 2025, new starts are expected to decline significantly. This slowdown in new supply, combined with persistent renter demand, is set to create tighter market conditions. As the wave of new units is absorbed, the market will likely shift from oversupply to undersupply, swinging leverage back in favor of landlords. This transition points toward stabilization, lower vacancy rates, and renewed potential for rent growth across many U.S. markets. Investment and Capital Markets Set to Emerge Following a period of caution, institutional capital is already flowing back into the multifamily sector. Major players are making significant acquisitions, signaling re...
Netflix press release ( NFLX ): Q1 GAAP EPS of $1.23 misses by $0.11 . Revenue of $12.25B (+16.2% Y/Y) beats by $80M . Guidance: Our full year 2026 guidance is unchanged: we forecast 2026 revenue of $50.7B-$51.7B vs consensus of $51.38B, which represents 12%-14% growth (11%-13% F/X neutral), driven by continued healthy membership growth, pricing and a projected rough doubling of our ads revenue. S...
Netflix press release ( NFLX ): Q1 GAAP EPS of $1.23 misses by $0.11 . Revenue of $12.25B (+16.2% Y/Y) beats by $80M . Guidance: Our full year 2026 guidance is unchanged: we forecast 2026 revenue of $50.7B-$51.7B vs consensus of $51.38B, which represents 12%-14% growth (11%-13% F/X neutral), driven by continued healthy membership growth, pricing and a projected rough doubling of our ads revenue. Similarly, we’re still targeting an operating margin of 31.5% for 2026 based on F/X rates as of January 1, 2026 vs. 29.5% in 2025. For Q2, we expect revenue growth of 13% (or 12% F/X neutral). As we noted in last quarter’s letter, growth in content amortization will be first-half weighted due to the timing of title launches. Q2 revenue estimate of $12.57B vs. consensus of $12.63B. Q2 GAAP EPS estimate of $0.78 vs. consensus of $0.84. We expect Q2 to have the highest year-over-year content amortization growth rate in 2026, before decelerating to mid-to-high single digit growth in the second half of the year. As a result, we forecast Q2 operating margin of 32.6% compared with 34.1% in the year ago quarter. We expect year-over-year operating margin growth in Q3 and Q4 in order to deliver our 2026 margin target. Shares -3.56% AH. More on Netflix Netflix Earnings Preview: Q1 2026 Wall Street Lunch: Netflix Draws Bullish Backing As Ad Revenue Seen Doubling To $3B Wall Street Brunch: Earnings Arrive Amid Hormuz Standoff Wall Street eyes Netflix earnings call as prediction markets highlight key themes Netflix Q1 2026 Earnings Preview: Ads and content spend to drive narrative
Wells Fargo Securities' bull case for gold calls for an eyewatering surge to $8,000, after bullion's breakdown last month. Gold was among the hottest momentum plays of the year, before its tumble last month following the start of the U.S.-Iran war. In March, gold futures dropped nearly 11% — their worst month since June 2013. But the Wall Street investment bank expects the "debasement" trade — ref...
Wells Fargo Securities' bull case for gold calls for an eyewatering surge to $8,000, after bullion's breakdown last month. Gold was among the hottest momentum plays of the year, before its tumble last month following the start of the U.S.-Iran war. In March, gold futures dropped nearly 11% — their worst month since June 2013. But the Wall Street investment bank expects the "debasement" trade — referring to a rise in central banks around the world selling fiat currencies such as the U.S. dollar in favor of a more neutral safe haven — could send the precious metal to new heights. "We're in the 4th debasement cycle that started in 2022," wrote Ohsung Kwon, chief equity strategist at Wells Fargo Securities. "Following the recent pullback, gold is now closer to our model's fair value of $4,500, and all three drivers are likely to suggest further debasement from here," Kwon added. The strategist said four out of five economic scenarios point to further debasement, and that gold could then rise to $8,000 an ounce by 2027. Spot gold and gold futures were last trading near $4,800 an ounce, implying more than 66% upside. Conversely, Kwon's bear case scenario points to a decline to $4,000 by year end 2027, a roughly 17% decline from current levels. History of debasements Kwon identified the current cycle using the M2/gold ratio, a measure of the M2 money supply divided by the price of one ounce of gold. The analyst said that measure shows the latest debasement cycle was triggered in 2022, when Russia's invasion of Ukraine, as well as U.S. interest rate hiking cycle, spurred central banks around the world to ramp up their buying of gold. Prior debasement cycles for gold came during the Great Depression, the Nixon shock — President Richard Nixon's move to end the U.S. dollar's convertibility to gold — and the stagflation that followed, the 2000s War on Terror and Great Financial Crisis. Kwon added that debasements last 8.5 years on average, and that the current cycle is not yet ...
The following companies are expected to report earnings prior to market open on 04/17/2026. Visit our Earnings Calendar for a full list of expected earnings releases.Truist Financial Corporation (TFC)is reporting for the quarter ending March 31, 2026. The bank company's consensu
The following companies are expected to report earnings prior to market open on 04/17/2026. Visit our Earnings Calendar for a full list of expected earnings releases.Truist Financial Corporation (TFC)is reporting for the quarter ending March 31, 2026. The bank company's consensu
FRESNO, Calif., April 16, 2026 (GLOBE NEWSWIRE) -- FFB Bancorp (the “Company”) (OTCQX: FFBB), the parent company of FFB Bank (the “Bank”), today reported net income of $4.59 million, or $1.53 per diluted share, for the first quarter of 2026, compared to $3.21 million, or $1.07 per diluted share, for the fourth quarter of 2025, and $8.10 million, or $2.55 per diluted share, for the first quarter of...
FRESNO, Calif., April 16, 2026 (GLOBE NEWSWIRE) -- FFB Bancorp (the “Company”) (OTCQX: FFBB), the parent company of FFB Bank (the “Bank”), today reported net income of $4.59 million, or $1.53 per diluted share, for the first quarter of 2026, compared to $3.21 million, or $1.07 per diluted share, for the fourth quarter of 2025, and $8.10 million, or $2.55 per diluted share, for the first quarter of 2025. All results are unaudited.
US companies with $770 billion in loans are hitting a wall as interest rates stay elevated, according to Davidson Kempner. “We’re in year three of what’s already the longest default cycle in 20 years,” Suzy Gibbons, the hedge fund’s head of research, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s David Havens in the latest Credit Edge podcast. “About a third of the market is stre...
US companies with $770 billion in loans are hitting a wall as interest rates stay elevated, according to Davidson Kempner. “We’re in year three of what’s already the longest default cycle in 20 years,” Suzy Gibbons, the hedge fund’s head of research, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s David Havens in the latest Credit Edge podcast. “About a third of the market is stressed based on fundamental credit data,” she said. They also discuss liability management exercises,
Saudi Arabia’s potential reversal on its costly golfing venture is part of a wider pullback on sports investing, as it looks to prioritize returns, rather than cultural influence. Bloomberg's Randall Williams explains. (Source: Bloomberg)
Saudi Arabia’s potential reversal on its costly golfing venture is part of a wider pullback on sports investing, as it looks to prioritize returns, rather than cultural influence. Bloomberg's Randall Williams explains. (Source: Bloomberg)
JHVEPhoto/iStock Editorial via Getty Images Back in January, I reiterated my Strong Buy rating on Micron Technology, Inc. ( MU ) and expressed my view that the party was just getting started. I cited extraordinarily robust fiscal Q1 results , impressive guidance, and a valuation that was still at a major discount. Recently, after a dip, the stock has come storming back, and as of this writing, Mic...
JHVEPhoto/iStock Editorial via Getty Images Back in January, I reiterated my Strong Buy rating on Micron Technology, Inc. ( MU ) and expressed my view that the party was just getting started. I cited extraordinarily robust fiscal Q1 results , impressive guidance, and a valuation that was still at a major discount. Recently, after a dip, the stock has come storming back, and as of this writing, Micron is ~15% above levels when my previous article came out. The memory chip giant reported their latest results just last month, and today we'll take a look at those results as well as go through some recent developments that may have implications for their outlook. Seeking Alpha Below, it is shown that Micron is firing on all cylinders. Demand continued to outstrip supply in Q2, and margins are seeing unbelievable amounts of expansion. The outlook seems strong at this point, with Q3 guidance being robust and production capacity set to expand moving forward but recently there have been efforts by a hyperscaler to reduce memory needed to run LLMs. There are some risks that demand will soften a bit, but with the valuation being at extremely depressed levels, the risk/reward remains highly opportunistic at this stage. As a result, I'm again reiterating my Strong Buy rating on Micron. Growth Skyrockets Data by YCharts Let's start today with a look at their top-line numbers. For FY2026 Q2, Micron reported revenues of $23.86 billion, up 196.3% YoY. You can see in the above chart that growth has accelerated sharply from the previous quarter and is easily at its highest level in recent memory. Revenues hit a new record and blew past analyst expectations by over $4 billion, and so I believe it is quite clear that demand has been exceptional. Furthermore, in their earnings presentation , they stated that "Both AI and traditional server demand are constrained by lack of adequate DRAM and NAND supply" and so if not for these constraints, the top line could have been even stronger. At t...
franckreporter/iStock via Getty Images With the U.S. tax deadline this week, investors should brace for potential market turbulence unrelated to earnings reports or geopolitical tensions, Liz Thomas, head of Investment Strategy at SoFi, said on Thursday. Thomas explained that the influx of tax payments to the Treasury typically creates a temporary squeeze on market liquidity. As tax receipts flow ...
franckreporter/iStock via Getty Images With the U.S. tax deadline this week, investors should brace for potential market turbulence unrelated to earnings reports or geopolitical tensions, Liz Thomas, head of Investment Strategy at SoFi, said on Thursday. Thomas explained that the influx of tax payments to the Treasury typically creates a temporary squeeze on market liquidity. As tax receipts flow into the Treasury General Account (TGA) at the Federal Reserve, bank reserves decline correspondingly, putting pressure on funding markets in the near term. “This is usually expected by the Fed and institutional investors and is not something to fear, per se, but it can cause some wonky moves for a couple weeks,” Thomas noted. The 2026 national federal tax deadline for individuals to file returns and pay owed taxes was Wednesday. The timing coincides with the Federal Reserve’s recent decision to reduce its monthly bond purchases from $40B to $25B, a move that further reduces liquidity support in the market. While the reduction was well-telegraphed, Thomas acknowledged it compounds the tax-season dynamics. However, the strategist stopped short of issuing any warnings, suggesting markets should be able to absorb both forces. Should liquidity conditions become uncomfortable, Thomas expects the Fed to adjust its stance accordingly, even with the upcoming leadership change at the central bank. Liz Thomas | SoFi More on the Markets AAII Sentiment Survey: Neutral Sentiment Rises The Growing Disconnect Between Wall Street And Main Street The Most Hated V-Shaped Rally Is Back As S&P 500 Hits New Highs Markets flip the switch from fear to FOMO, Citadel’s Rubner says Kolanovic warns CTA buying frenzy is fueling the market’s 10% surge