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In a letter to shareholders, QuantumScape revealed increased interest from sectors outside of the car industry.

Earnings Call Insights: Rollins, Inc. (ROL) Q1 2026 Management View Rollins highlighted accelerating demand exiting the quarter, with CEO Jerry Gahlhoff reporting, "Rollins delivered strong first quarter results" and adding, "we exited with well over 8% organic growth in March." He also said, "we continued our investments in incremental sales staffing and marketing activities ahead of peak season" and noted staffing readiness: "We are well staffed on the sales, technician and customer support front." Management emphasized M&A as an active growth lever, with CEO Gahlhoff stating, "Earlier this month, we announced our acquisition of Romex Pest Control" and calling it "another example of our successful M&A playbook in action." He said the deal "provides us with entry points into new markets" and that Romex has "a strong people and customer-focused culture." Commercial momentum was positioned as improving, with CEO Gahlhoff saying, "we're encouraged by our momentum" and adding, "These resources are paying off as Orkin Commercial continues to deliver new customer wins across key verticals." Profitability headwinds were framed as timing and cost-related, with CEO Gahlhoff stating, "we saw headwinds to profitability from higher insurance and claims" and "some pressure from headcount given lower volume earlier in the quarter," while defending pre-peak staffing: "This hinders profitability in the short term, but is the right decision for the business long term." CFO Ken Krause summarized the quarter’s financial cadence, saying, "In total, we delivered revenue growth of 10.2% year-over-year" and "Organic growth of 6.6%... represents 90 basis points of improvement versus Q4 of 2025," while pointing to service-line performance: "Residential revenues increased 9.3%, commercial pest control rose 9.6% and termite and ancillary increased by 13.5%." Outlook Rollins reiterated its full-year growth framework, with CFO Krause stating, "We continue to expect organic growth in the 7% to ...

Earnings Call Insights: Dow Inc. (DOW) Q1 2026 Management View "We delivered 3% sequential volume growth, net sales of $9.8 billion and operating EBITDA of $873 million" (Chairman & CEO James Fitterling), while adding that March demand inflected sharply as "the beginning of the conflict in the Middle East" triggered supply dislocation. "We expect this supply disruption will persist throughout 2026" (Chairman & CEO Fitterling), alongside expectations that "the pricing momentum that began in March" continues "across every business and every region". "Effective July 1, Karen will assume the role of Chief Executive Officer, and I will move to the role of Executive Chair" (Chairman & CEO Fitterling), describing it as following "a deliberate multiyear succession process". "Our operations outside the region experienced the largest percent sales gain from February to March that we've seen in our company's history" (Chief Operating Officer Karen Carter), as the company emphasized cost and cash control while prioritizing customers. Segment details included: "First quarter net sales were $4.9 billion" in Packaging and Specialty Plastics and "Operating EBIT was $208 million" (Chief Operating Officer Carter); "Net sales were $2.6 billion, down 8% year-over-year" in Industrial Intermediates & Infrastructure (Chief Operating Officer Carter); and "Net sales were $2.1 billion" in Performance Materials & Coatings, with "Volume increased 2% year-over-year" (Chief Operating Officer Carter). "Our expectation for second quarter are approximately $12 billion of revenue and EBITDA of $2 billion" (Chief Financial Officer Jeffrey Tate), citing pricing gains, expanding margins, asset utilization, seasonal demand and cost reductions. Outlook "Our expectation for second quarter are approximately $12 billion of revenue and EBITDA of $2 billion" (Chief Financial Officer Tate), and he said the sequential improvement is expected to "more than offset rising feedstock and energy costs, plant maintena...

Earnings Call Insights: CBRE Group, Inc. (CBRE) Q1 2026 Management View "CBRE continued to generate strong financial results while making important strategic gains during the first quarter of 2026." (CEO & Chairman of Board Robert Sulentic) "Together, our 3 services segments, Advisory, Building Operations & Experience, and Project Management grew revenue by 20% and operating profit by nearly 30%." (CEO & Chairman of Board Sulentic) "We generated more than $3 billion of total revenue from infrastructure activities in 2025 and nearly $950 million in the first quarter." (CEO & Chairman of Board Sulentic) "Revenue in this business line totaled $1.7 billion in 2025 and $580 million in the first quarter and is expected to grow in excess of 60% this year." (CEO & Chairman of Board Sulentic) "Considering this, we are upgrading our EPS expectations to a range of $7.60 to $7.80 for the year." (CEO & Chairman of Board Sulentic) "We produced $1.7 billion of free cash flow on a trailing 12-month basis, reflecting 78% conversion." (CFO & Chief Investment Officer Emma Giamartino) "We have repurchased nearly $540 million of shares year-to-date." (CFO & Chief Investment Officer Giamartino) Outlook "We now expect full year core EPS of $7.60 to $7.80, up from $7.30 to $7.60, previously." (CFO & Chief Investment Officer Giamartino) "The increase is driven by our outperformance in the first quarter and early part of the second quarter, momentum in our infrastructure services-related businesses and strong pipelines across our company." (CFO & Chief Investment Officer Giamartino) "Advisory is now expected to deliver high-teens SOP growth." (CFO & Chief Investment Officer Giamartino) "We are expecting approximately 25% SOP growth for BOE, which includes high teens growth due to improved performance in the underlying business and the remainder due to the cost reclassification." (CFO & Chief Investment Officer Giamartino) "There will be an offsetting increase to depreciation and amortization...

Kearny Financial press release ( KRNY ): Q3 Non-GAAP EPS of $0.16. Net Interest Income of $39.2M. More on Kearny Financial Kearny Financial: Improving Profitability, But Still Not Firing On All Cylinders Seeking Alpha’s Quant Rating on Kearny Financial Historical earnings data for Kearny Financial Dividend scorecard for Kearny Financial Financial information for Kearny Financial

John Ternus was the senior vice president of hardware engineering. How does this play into expectations that a new CEO will help bring AI front and center?

Editor's note: Seeking Alpha is proud to welcome Taimoor Tariq as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access. Click here to find out more » MOZCO Mateusz Szymanski/iStock Editorial via Getty Images CD Projekt S.A. ( OTGLF ) is currently trading at nearly 59x , which means that the company’s existing financials seem sound on the surface, with investors paying a premium for the stock. However, I would be remiss to not bring out the elephant in the room – the company’s announcement on the exact launch of The Witcher IP, which serves as the basis of my investment thesis where I assign a Hold rating to the company’s stock. With PLN 1.32 billion in cash and liquid assets and zero debt, on the surface, Poland-based CD Projekt can stake the claim of having the healthiest balance sheet in European gaming. Created by Author (Company filings) In 2025, the Witcher IP and Cyberpunk 2077 revenue surged 8.6% year-over-year. Net profit zoomed 33.9% to PLN 594.7 million. Such numbers would normally mean that the company is heading in the right direction. But upon deeper inspection, the company’s entire investment case rests on a single title, which could release around 2027. However, to date, the company has not put an exact date around the release but has confirmed that the game is unlikely to release in 2026. The balance sheet strength and franchise equity look fairly strong, but a Hold rating makes more sense until the company provides a release date for Witcher 4. The share price also needs to be corrected based on the development timeline risk that video games run these days. The Back-Catalogue Revenue Problem The company’s performance during 2023 is a clear example of how revenue tends to shoot up during a release window. In 2023, the company launched the Phantom Liberty DLC. The game helped the company generate around...

HMRC is contacting 21-year-olds as part of a new awareness drive around lost child trust funds, with an average balance of £2,200 Rather than demanding money, HMRC is giving it away for once with a new campaign to reunite thousands of young Britons with forgotten savings accounts typically containing £2,200. HM Revenue and Customs is contacting 21-year-olds as part of a new awareness drive around lost child trust funds (CTF) – the tax-free savings accounts set up for children born between September 2002 and January 2011. Continue reading...

For the past eighteen months, the corporate world has been obsessed with the "builder" phase of the generative AI revolution. Enterprises have raced to deploy autonomous agents to handle everything from customer support to complex codebase refactoring. However, as these digital workers proliferate, a new, more structural problem has emerged: fragmentation. Agents built on LangChain cannot easily hand off tasks to those built on CrewAI; a Salesforce-embedded agent has no native way to coordinate with a custom-built Python script running on a private cloud. Today, a new startup, BAND (also known as Thenvoi AI Ltd.) exited stealth with $17 million in Seed funding to provide the "interaction infrastructure" necessary to turn these isolated tools into a unified, collaborative workforce. "In order for agents to become real players in the global economy, they need ways to communicate, just like humans do," said co-founder and CEO Arick Goomanovsky in an interview with VentureBeat, continuing, "the communication solutions we have today for systems don’t work for agents, because agents are non-deterministic creatures. It’s not just about API integrations." By introducing a deterministic communication layer that functions as a "Slack for agents," BAND aims to move the industry from a collection of fragile experiments to a scalable, "agentic economy". Introducing the 'agentic mesh' At the core of BAND’s thesis is that simply creating and plugging AI agents into human communication tools like Slack causes them to lose context or require constant "rehydration" if they fail and re-enter a conversation. “You can’t take a bunch of agents and put them into Slack and expect it to miraculously work," Goomanovsky said. BAND solves this through a two-layer architecture designed to handle the unique telemetry of AI-to-AI interaction, a so called "agentic mesh." This is the "interaction layer" where agent discovery and structured delegation occur. It allows agents to find one another acro...

微软 公司向在美国的数千名员工提供自愿退休方案。 据一位知情人士透露，约有7%的美国员工将符合买断条件。该人士还表示，微软此前从未进行过如此大规模的买断。 责任编辑：陈钰嘉

Image source: The Motley Fool. Thursday, April 23, 2026 at 10 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

格隆汇4月23日｜据央视，美国国防部首席发言人肖恩·帕内尔当地时间22日在社交媒体上宣布，美国海军部长约翰·费伦将离职，“即刻生效”，但没有说明具体原因。而就在一天前，费伦还在华盛顿郊外举行的一场海军年度大会上发表了讲话。越南裔的海军部副部长高雄将任代理海军部长。据悉，这将是美国总统特朗普第二任期内首位离任的军种部长。美国国防部首席发言人肖恩·帕内尔当地时间22日在社交媒体上宣布，美国海军部长约翰·费伦将离职，“即刻生效”，但没有说明具体原因。而就在一天前，费伦还在华盛顿郊外举行的一场海军年度大会上发表了讲话。越南裔的海军部副部长高雄将任代理海军部长。据悉，这将是美国总统特朗普第二任期内首位离任的军种部长。有消息人士称，费伦下台的原因之一在于他主张打造包括“特朗普”级战列舰在内的昂贵“黄金舰队”，引发与国防部高层关系紧张。“特朗普”级战列舰十分“烧钱”，仅研发初期就预计耗资数十亿美元，而美国防长赫格塞思和国防部副部长范伯格都支持“更小、更实惠”的美国海军装备建设理念。

Musk Sparks Intel Rally With Bold 14A Bet for Tesla, SpaceX

当地时间23日，伊朗国防部和武装部队后勤部门发言人表示，伊朗国防装备的生产进程从未中断，也不会停止。他表示，伊国防部正根据战备、实战以及停火等不同阶段的需要，在“哈塔姆·安比亚”中央司令部和最高领袖的统帅下，持续为武装力量提供各类保障。（央视新闻）

Air Force Advances Microreactor Deployments at Three Bases The Department of the Air Force (DAF) has moved forward with its Advanced Nuclear Power for Installations (ANPI) initiative, announcing specific company pairings to develop microreactors at three installations . Radiant Industries will partner with Buckley Space Force Base in Colorado. Radiant is developing Kaleidos , a portable 1 MW helium gas-cooled microreactor using TRISO fuel. Factory-built and transportable by truck or aircraft, the unit requires no on-site water, relying instead on air cooling with fans and passive natural convection. It targets military installations among other resilient power needs. Radiant plans its first demonstration at Idaho National Laboratory's DOME test bed, with criticality planned before July 4th . Westinghouse will deploy at Malmstrom Air Force Base in Montana. Westinghouse brings decades of nuclear expertise and its eVinci microreactor. This heat-pipe cooled design produces about 5 MW, offering eight-plus years of fuel life with minimal maintenance. Fully factory-assembled and transportable in shipping containers, the unit operates without water cooling and supports remote or edge-of-grid applications while pairing well with renewables. Antares Nuclear will build at Joint Base San Antonio in Texas. Antares is focused on its R1 microreactor, a sodium heat-pipe cooled system delivering 100 kWe to 1 MWe with over six years between refueling. The modular design emphasizes reliability for defense-critical assets and incorporates high-temperature heat pipes and automated controls. We recently covered Antares and their first of a kind approval from the DOE for their Mark-0 test reactor at Idaho National Lab. ANPI’s goal is operating at least one advanced nuclear reactor on a DAF installation by 2030 or sooner . We reported on the ANPI program's launch and the Defense Innovation Unit's selection of eight companies in April 2025, part of a larger Pentagon push for resilient, emis...

alexsl The Federal Reserve is unlikely to raise interest rates despite ongoing geopolitical tensions in the Middle East and volatile oil prices ( CL1:COM ), ( CO1:COM ), according to Michael Kantrowitz, chief investment strategist at Piper Sandler. “I don’t expect the Fed to raise rates anytime soon, certainly not from an exogenous supply shock from oil,” Kantrowitz said in an interview with CNBC. The strategist expects interest rates to remain relatively stable at current levels for the coming months. Kantrowitz explained that oil price ( CO1:COM ), ( CL1:COM ) spikes stemming from geopolitical conflict could actually have a counterintuitive effect on inflation. “I think that could actually end up being somewhat disinflationary in some measures of core inflation when you look at the Fed’s own impulse reaction in their work from an oil spike,” he said. His greater concern is that rising oil prices could depress market multiples and lift credit spreads rather than cause direct economic damage. Despite recent market volatility, the strategist remains confident in his call for a broadening equity market beyond the largest technology names. He noted that while the Magnificent Seven ( MAGS ) AI stocks have recently taken off, small-cap tech stocks ( SP600-4520 ), ( NQUSS9000 ) are up more than 20% this year. “Even within tech, you’re seeing broadening out,” Kantrowitz observed, pointing to evolving earnings data across the sector. The U.S. economy continues to show resilience, according to Kantrowitz, with positive momentum in purchasing managers’ indexes and stabilizing mortgage rates. He highlighted improved purchase activity in the housing sector this week as evidence of fundamental economic strength. These factors suggest the economy is effectively absorbing the current environment of higher nominal growth. Looking three to twelve months ahead, Kantrowitz believes investors will shift their focus from Middle East tensions to the underlying strength of the global econ...

Image source: The Motley Fool. Thursday, April 23, 2026 at 10 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

Alan J. Patricof, one of the defining figures of modern venture capital and Chairperson and co-founder of Primetime Partners, has joined the Board of Directors of CaringKind, the leading expert on Alzheimer's and dementia care since 1978. Since co-founding Primetime Partners in 2020, Patricof has focused his investment work squarely on companies serving older adults, a conviction that makes him a natural partner for CaringKind's mission.

Tesla Price Target Cut by Baird as SpaceX IPO Focus Clouds Near-Term OutlookW

In this article @LCO.1 Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 14:55 14:55 Watch CNBC's full interview with the IEA chief at CONVERGE LIVE Converge The U.S. and Iran seized commercial ships from the Persian Gulf to the Indian Ocean this week, as they compete for control of the Strait of Hormuz during the ceasefire agreement. Brent oil , the international benchmark, has risen above $100 per barrel again as tanker traffic through the strait remains at a near standstill. Two cargo vessels, but no tankers, have crossed the strait so far Thursday, according to ship tracking data from LSEG. At least nine tankers have transited the sea lane since Monday, the data showed. The fragile truce between Washington and Tehran has silenced – for now – the bombs, missiles and drones that caused death and destruction across the Middle East earlier in the war. But the conflict has evolved into a confrontation between naval blockades, as the U.S. and Iran try to gain economic leverage over each other in order to secure a settlement that is favorable to their interests. Iran continues to demand that ships obtain its permission to transit the strait. The U.S. has maintained its blockade of Iranian ports and vessels. U.S. forces on Thursday intercepted a sanctioned tanker in the Indian Ocean that was carrying oil from Iran, the Pentagon said in a social media post . The U.S. recently blocked the Iranian tankers M/V Hero II, M/V Hedy and M/V Dorena, U.S. Central Command said Wednesday. Iran, meanwhile, claimed Wednesday to have seized two cargo ships that attempted to transit the Strait of Hormuz " without authorization ," according to the state-news agency Tasnim. The United Kingdom Maritime Trade Operations Centre warned ships Wednesday that activity in the strait is high and they should report any suspicious behavior. The notice came after an Iranian gunboat fired on a container ship Tuesday causing heavy damage to the bridge of the vessel, according to an incide...

Oracle AI Power Play: $550B Backlog Defies Today’s Tech Slump - Oracle (NYSE:ORCL) Benzinga