Aja Koska/E+ via Getty Images After BRP ( DOO ) pulled its financial guidance due to a change to U.S. tariff policy, Polaris ( PII ) assured investors on Thursday that the recent changes “will not have a material impact on the company’s 2026 full-year guidance.” The disclosure subsequently launched Polaris ( PII ) shares as much as 16% higher on Thursday, erasing a majority of the loss associated with BRP’s warning the previous day. While rivals contend with overseas production and reliance on imported raw materials, Polaris ( PII ) “has a significant domestic manufacturing presence,” including facilities in Alabama, Indiana, and Minnesota, and continues to strengthen its domestic supplier relationships. On Wednesday, the jet ski, snowmobile, and all-terrain vehicle manufacturer, BRP ( DOO ), warned that due to the recent amendment of Section 232, the company will face an incremental tariff cost of $500M for the remainder of 2026. This means BRP will now pay a 25% tariff on the total value of the imported vehicle rather than 50% on just the applicable metal content. As a result of this change and the uncertainty it creates, BRP ( DOO ) pulled its guidance for 2027, sending reverberations throughout the recreational vehicle sector and causing Polaris ( PII ) to suffer its largest one-day percentage decline in a year. The move higher in Polaris ( PII ) is spilling into peers, with BRP ( DOO ), Patrick Industries ( PATK ), and Malibu Boats ( MBUU ) all recouping a portion of Wednesday’s losses. More on Polaris Polaris: Not Attractive Enough Yet Polaris Inc. (PII) Presents at 47th Annual Raymond James Institutional Investor Conference - Slideshow Polaris Q4: Strong Results And Raised Dividend, Shares Attractive BRP tariff warning weighs on recreational vehicle space Polaris completes separation of Indian Motorcycle, sells majority stake to Carolwood

(RTTNews) - Thursday, Stellantis N.V. (STLA) announced a strategic partnership with Microsoft Corporation (MSFT) to advance the company's digital transformation through the co-development of advanced AI, cybersecurity and engineering capabilities.

As the saying goes, there are many possible reasons for an insider to sell a stock, but only one reason to buy -- they expect to make money. So let's look at two noteworthy recent insider buys. At Conagra Brands, a filing with the SEC revealed that on Tuesday, John J. Mulliga

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美国总统特朗普发文称，我刚刚与备受尊敬黎巴嫩总统和以色列总理内塔尼亚胡进行了非常愉快的会谈。这两位领导人已达成一致，为了实现两国之间的和平，他们将于美国东部时间下午5点正式启动为期10天的停火。周二，两国代表在华盛顿特区与我们伟大的国务卿鲁比奥共同出席了34年来的首次会晤。我已指示副总统万斯、国务卿鲁比奥以及参谋长联席会议主凯恩，与以色列和黎巴嫩共同努力，以实现持久和平。能够解决全球9场战争是我莫大的荣幸，而这将是我解决的第10场，所以，让我们一鼓作气，完成这项任务！

Dilok Klaisataporn/iStock via Getty Images It’s still early in the quarterly earnings reporting cycle, and while First Horizon’s ( FHN ) business appears to be in solid shape, it is unlikely to be among the performance leaders for the quarter. Credit quality remains good and First Horizon still enjoys good share in the attractive Southeastern market, but soft loan growth is a watch item going forward given that spread margin growth is going to be challenging from here. First Horizon shares are up about 12% since my last update on the bank, which is basically in line with the broader regional bank space and a little better than the average Southeastern bank of comparable size. At this point I do think First Horizon shares offer some value in a space that doesn’t have a lot of obvious bargains. That said, higher energy prices are a threat to the economy both from the perspective of business activity/investment and rates, so I do see a risk of weaker loan growth across the sector. For investors who can be patient, today’s price still offers a respectable quality/value balance. A Small Beat, But One That Brings Some Sustainability Questions First Horizon did beat expectations for the first quarter , with core earnings that were three cents better than expected ($0.53 vs. $0.50) and about a penny better at the core pre-provision earnings line. Revenue rose over 6% year over year and contracted about 2% quarter over quarter, coming in just a bit below sell-side expectations. Net interest income improved about 6% yoy and contracted 1% qoq, about 1% better than expected (driving a $0.01/share beat), with weaker than expected earning assets (up 3% yoy, almost flat qoq) offset by a stronger than expected net interest margin (up 10bp yoy / 1 bp qoq to 3.52%) that in turn was driven by lower than expected deposit/funding costs. Fee-based income growth was a little disappointing, growing 9% yoy and contracting 5% qoq and missing by about 5% (or about $0.015/share). Weaker servic...

Key PointsQuanta’s infrastructure business is booming as the cloud and AI markets expand.

JBL teams up with Sivers Semiconductors to build 1.6T optical transceivers for AI data centers, aiming for faster, more energy-efficient networking.

Vertigo3d/iStock via Getty Images Riot Platforms, Inc. ( RIOT ) quietly announced the departure of its Chief Data Center Officer on April 12, 2026, with no insights into the developments regarding the data center hosting business. With momentum building for the data center hosting business as of Q4 ’25 , investors have grown concerned regarding the future of the services. Despite the potential headwinds, a substantial proportion of the groundwork has already been laid out with the critical design in place and the first build-out already undergone, leading me to believe that this may not necessarily be negative news to the future of hosting services. Given the strong momentum going into eFY26, I am recommending RIOT shares with a Strong Buy rating with a price target of $32/share at 8.31x eFY28 price/sales. Riot Platforms Operational Update On April 14, 2026, Riot Platforms reported an updated Form 4 filing with the footnote stating “Effective as of April 12, 2026, the Reporting Person has departed from his position as the Issuer’s Chief Data Center Officer,” with no additional press releases or statements to further discuss the matter. Within the report, Jonathan Gibbs, the then CDCO of Riot Platforms, disposed of 1.15mm shares of RIOT common stock. The news came as a surprise to the market, resulting in a selloff of RIOT shares after a multi-day bull run. TradingView What’s most surprising of Gibbs’ departure is that it shortly follows Riot’s announced data center hosting deal with Advanced Micro Devices ( AMD ), which entails 25MW of initial capacity that can scale to 200MW. Given that the filing didn’t have an accompanying explanation may raise concerns in the market pertaining to the future of Riot and its HPC/AI hosting ambitions. While this may be a setback in terms of project leadership, I don’t believe investors should speculate on the matter until concrete information is available. In addition to Gibbs’ exit, Riot announced a leadership change in Q4 ’25 wit...

PRAGMATA Works better on older AMD graphics cards GameGPU

Source: Bloomberg, 3:03

Europe’s auto industry has a growing cash problem, even as earnings still look steady. A report from consultancy AlixPartners said carmakers and auto sector suppliers in Germany, Austria and Switzerland are struggling to turn revenues and earnings into cash as investment, electrification and day-to-day costs soak it up. Free cash flow has fallen 46% since 2019, according to the report, highlighting the mounting liquidity squeeze. The automotive sector in Europe’s industrial backbone has been reeling from shocks, including increased competition from Chinese manufacturers, the impact of US tariffs as well as the ongoing geopolitical uncertainty in the Middle East. At the same time, these companies face huge investment needs to fund the transition to electric vehicles. On the financing side, combined cash interest paid by automotive companies has risen 220% since 2019 and more than half of every euro of free cash flow goes to paying down these financing costs, according to AlixPartners, drawing on a sample of more than 1,000 companies in the region. “Any further softening in customer demand, working capital deterioration, or unexpected cost shocks no longer just reduce returns,” said report authors including Rainer Bizenberger . “The picture that emerges from these metrics is of a sector under structural financial stress, not a cyclical downturn awaiting a natural reversal.” The consultancy noted that companies are suffering from the impact of higher inventories, tying up cash. The amount of time inventory is left outstanding has risen by 16 days above pre-pandemic levels, driven in part by demand volatility and tighter trade rules. Automotive suppliers are often under most refinancing stress, given technology changes, price pressures and lower demand. German Auto Supplier Sees Debt Relief From Slower EV Transition “The companies that will come out ahead are not simply those with the best products,” the authors wrote. “They are the ones with the financial strength to k...

Dan Frumkin’s pay deal comes after bank’s near collapse and rescue by Colombian billionaire Business live – latest updates Metro Bank’s chief executive has been handed a £2.6m pay packet – the largest in its history – a year after slashing 1,000 jobs in response to the lender’s near collapse . The figure is more than double the £1.2m Dan Frumkin was paid in 2024. Metro pushed through the pay bump and complex bonus scheme for the former RBS and Northern Rock banker at a shareholder meeting last year. Continue reading...

Looking at units outstanding versus one week prior within the universe of ETFs covered at ETF Channel, the biggest outflow was seen in the WisdomTree Bloomberg Floating Rate Treasury Fund, where 12,110,000 units were destroyed, or a 3.4% decrease week over week. And on a perc

Comparing units outstanding versus one week ago at the coverage universe of ETFs at ETF Channel, the biggest inflow was seen in the Schwab US Dividend Equity ETF, which added 30,800,000 units, or a 1.1% increase week over week. Among the largest underlying components of SCHD,

格隆汇4月16日｜美联储理事米兰表示，鉴于中东冲突前就已出现的通胀情况，他可能再次下调今年降息预期。米兰说：“如果我现在写点阵图的点的话，倾向于降息3次，也可能4次，我还没决定好。”在三月份，米兰预计今年会四次降息25个基点，但他表示，在价格趋势变得“不太有利”的情况下，降息的速度可能会放缓。

格隆汇4月16日｜美国总统特朗普：我刚刚与黎巴嫩总统和以色列总理内塔尼亚胡进行了很好的对话。这两位领导人一致认为，为了实现两国之间的和平，他们将于美国东部时间下午5点正式开始为期10天的停火。

In early trading on Thursday, shares of J.B. Hunt Transport Services topped the list of the day's best performing components of the S&P 500 index, trading up 6.1%. Year to date, J.B. Hunt Transport Services, registers a 22.4% gain. And the worst performing S&P 500 comp

INTC, SNDK, AMD Rallies Put Nasdaq On Track For Best Month In Nearly Four Years Stocktwits

Shares of brokerage firm Charles Schwab (NYSE: SCHW) are down Thursday following this morning's release of its first-quarter numbers. Although sales and net income were both well up year over year thanks to an increase in total trading activity, a couple of key fiscal measures missed estimates. Investors chose to see the proverbial glass as half-empty rather than half-full. Some -- or even all -- of today's sell-off, however, may be quietly attributable to something other than the company's Q1 earnings. Charles Schwab turned record-breaking revenue of nearly $6.5 billion into a per-share profit of $1.43 during the three months ending in March, up 16% and 38% from year-ago comparisons of $5.6 billion and $1.04 (respectively), boosted largely by a 34% year over year increase in total trading volume. The company also added $140 billion in net new assets, pushing its total asset base up 19% to almost $11.8 trillion. Continue reading