Bloomberg’s Caroline Hyde and Ed Ludlow discuss Tesla’s plans to spend an additional $25 billion this year to support Elon Musk's AI ambitions. Plus, Intel shares jump after the company pledges to support Musk's advanced chip manufacturing project, Terafab. And, Lyft CEO David Risher discusses the company’s international growth plans as the ride-hailing firm buys the London black cab app Gett. (Source: Bloomberg)

The following companies are expected to report earnings prior to market open on 04/24/2026. Visit our Earnings Calendar for a full list of expected earnings releases.Procter & Gamble Company (PG)is reporting for the quarter ending March 31, 2026. The consumer company's cons

Middle East shipping disruptions are boosting US companies bruised by cheap Chinese supply, according to Sycamore Tree Capital Partners. “It really slows down the ability for some of those Asian-based chemical companies to produce,” Trey Parker, the asset manager’s co-founder and chief investment officer, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Phil Brendel in the latest Credit Edge podcast. “You’re going to have more US- and European-based chemical companies have an inh

Garrett College NRWT students discuss AMD WV News

Vista Investment Partners II, LLC initiated a new stake in Federated Hermes (NYSE:FHI) , acquiring 54,815 shares in the first quarter, with an estimated transaction value of $3.00 million based on quarterly average pricing, according to an SEC filing dated April 23, 2026. According to a filing with the Securities and Exchange Commission dated April 23, 2026, Vista Investment Partners II, LLC reported a new position in Federated Hermes for the quarter ending March 31, 2026. The fund bought 54,815 shares, with the estimated transaction value totaling $3.00 million based on the average closing price during the quarter. The quarter-end value of the stake was $3.11 million, reflecting both the share acquisition and price appreciation. Federated Hermes, Inc. is an asset management holding company based in Pittsburgh, Pennsylvania, with operations in the United States and internationally. The firm provides a broad product offering through its subsidiaries to a diverse client base and manages both equity and fixed income investments. Continue reading

Taiwan Semiconductor holding off on ASML's new EUV machines might boost margins: analysts MSN

DjelicS/E+ via Getty Images Investment Overview In my last note on Alnylam Pharmaceuticals, Inc. ( ALNY ) for Seeking Alpha, published at the end of October last year, I assigned the RNA-interference specialist drug developer's stock a Hold rating. I discussed how the RNA-i space had been held up for many years by issues around delivering large strands of RNA to target cells and discussed how Alnylam helped solve this problem, discovering that binding siRNA (short, interfering RNA) to a sugar molecule known as N-acetylgalactosamine ("GalNAc") allowed it to safely penetrate the cells of the liver. I further noted that, by securing approval for its commercial drug Amvuttra (vutrisiran) in the indication of cardiomyopathy of wild-type or hereditary transthyretin-mediated amyloidosis ("ATTR-CM"), the company may have hit the big time, as this is a multi-billion dollar market in which Pfizer's Vyndaqel/Vyndamax (higher-dose) medication earned ~$6.4bn last year. Nevertheless, I felt that Alnylam's share price of >$450 per share and market cap valuation of nearly $60bn may be on the high side, despite its product and pipeline strength, its $2.7bn of cash available, and its various Big Pharma partners. Alnylam stock has fallen in value by >30% since that note, justifying the Hold call (maybe a Sell call would have been better), but Alnylam remains a highly intriguing company and investment opportunity at the right price, in my view, and in this note, I am going to cover recent developments at the company, including 2025 financials and 2026 guidance, catalysts to look out for, and competitors to watch out for. Alnylam - 2025 Earnings Review - Solid Performance & Growing Profitability May See Alnylam Join "Big Pharma" Club In 2025, across the full year, Alnylam earned $3.7bn of revenues - up 65% year-on-year - including a $2.3bn contribution from Amvuttra across the indications of hereditary amyloidosis ("h-ATTR"), as well as ATTR-CM. Amvuttra's revenues were up 138% year-on-...

Meta said on Thursday it plans to lay off roughly 10% of its workforce, or about 8,000 people, the latest in a string of tech industry layoffs fueled in part by artificial intelligence.

Meta to cut 10% of staff as it pours billions into AI FOX 55 Fort Wayne

Meta to cut 10% of staff as it pours billions into AI WSIL-TV

格隆汇4月24日｜伊朗《德黑兰时报》发布德黑兰防空系统运作时的视频。

Meta to cut 10% of staff as it pours billions into AI WJRT ABC12

Nvidia CEO is a champion of physical AI. Investors better keep up or risk missing a multi-trillion-dollar market.

US equity indexes traded lower ahead of Thursday's close, as technology and consumer discretionary s

Meta slashes 8,000 jobs, or 10% of its workforce, as Microsoft offers buyouts The Boston Globe

Earnings Call Insights: Snap-on Incorporated (SNA) Q1 2026 Management view Snap-on framed the quarter as a return to momentum despite macro turbulence, with Chairman, CEO & President Nicholas Pinchuk saying, "the resilience of our markets and the strength of our operations have restarted our momentum, registering strong sales" and adding that "through the blizzard, with uncertainty in tariffs, opposing currencies, rising material costs... our gross margins have resisted the impacts and overall profits have remained at a strong level." Pinchuk highlighted stronger tool storage demand as a notable change in customer behavior, stating, "green shoots are popping up. Even with our tool storage units, they were up this quarter. I'll say that again. Tool storage was up," while also noting technician caution: "Tech confidence remains tepid, reticence toward long-term purchases. But they are bullish on shorter payback solutions." Management emphasized continued technology investment in RS&I, with Pinchuk describing the push to apply "large language models and natural language translators" to proprietary databases and citing "our newly launched feature that streamlines the process for confronting job estimates" under the Mitchell 1 brand. CFO Aldo Pagliari summarized profitability and cost drivers, saying, "Consolidated gross margin of 50.4% compared to 50.7% in the first quarter last year" and that benefits from volume and RCI were "largely offset by higher tariffs and other material costs" alongside "increased personnel costs and expanded technology investments." Outlook Pagliari provided the company’s explicit 2026 outlook items, stating, "With respect to corporate costs, we currently believe that expenses will approximate $28 million each quarter," "We expect that capital expenditures for the year will approximate $100 million," and "we currently anticipate that our full year 2026 effective income tax rate will be in a range of 22% to 23%." Compared with the prior quarter...

美军中央司令部23日在社交媒体发文配图，称“尼米兹”级核动力航空母舰“布什”号当天在该司令部责任区的印度洋海域航行。美总统特朗普称，“时间在倒计时”。据美国军方介绍，中央司令部辖区覆盖波斯湾、红海、阿曼湾以及位于印度洋西北部的阿拉伯海。“布什”号航母打击群于3月31日从美国东海岸的弗吉尼亚州诺福克海军基地出发，绕行非洲好望角，前往中东。据美国《军队时报》网站报道，“布什”号航母打击群包含数艘驱逐舰，总计有5000多名官兵。目前，美军“林肯”号和“福特”号两个航母打击群分别部署在红海和阿拉伯海北部。据美国媒体报道，“布什”号很可能将接替“福特”号。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。特朗普当天在社媒发文，再度否认他急于结束对伊朗战事，并称他有的是时间，“但伊朗没有——时间在倒计时！”(新华社)

Microsoft (MSFT) is planning its first-ever voluntary employee buyout for up to 7% of its US workforce. Yahoo Finance Tech Editor Dan Howley discusses the news in the video above.

Micron Technology Shares Climb Over 3% After Key Trading Signal Benzinga

The green model of the Move 2 shown here is sold out at Sonos’ refurbished site, but the black or white models are up for grabs. | Photo by Chris Welch / The Verge Portable audio and home theater upgrades can be very pricey, which is why we make a habit out of telling readers when there are good deals happening. With that in mind, here’s a friendly reminder that a heap of refurbished Sonos gear is steeply discounted, and will be until the company’s sale ends April 24th. It’s an opportunity to get refurbished tech that is delivered in like-new condition, all of which are backed by the same one-year warranty that new products have. Sonos always offers a discount when buying refurbished gear compared to buying new, but some of the current sale prices are better than usual. For instance, its smallest plug-in speaker, the Era 100 , is down to $134 (versus $219 new). The bigger Era 300 that offers louder, more immersive sound is $329, a huge $150 off discount. There are also deals on refurbished home theater add-ons, as well as on hybrid speakers that work just as well outside for a barbecue as they do inside, linked to a larger group of Sonos speakers over Wi-Fi. The second-gen Sonos Beam soundbar with Dolby Atmos support and a wider sound than the first-gen model is down to $299 in black, which is $50 less than the best-ever price on a new model (it currently sells new for $499). Finally, the Sonos Move 2 that has a IP56 water-resistant design and up to 24 hours of battery life, plus line-in audio support, is $299. That’s a phenomenal deal considering the cost for a new unit hasn’t gone below $399 since last September. It currently costs $499 new at retailers. Sonos Era 100 (refurbished) Sonos’ Era 100 smart speaker is a replacement for the older Sonos One, utilizing two tweeters (left and right) and one larger woofer. In addition to Wi-Fi, the Era 100 also supports Bluetooth audio and line-in playback via an optional 3.5mm to USB-C adapter. Read our review . Where to B...

ra2studio/iStock via Getty Images Investment Thesis While as an investor I generally pursue more GARP opportunities, and as an analyst I haven’t covered the financials much, Capital Southwest ( CSWC ) really stood out on multiple fronts. Capital Southwest is a company with healthy financials, growing relatively fast, trading at a discount, and paying a dividend yield over 10%. This should be enough to catch any investor’s attention, but the inherent growth and business capabilities of the company could further enhance returns beyond the annual 10% yield. Data by YCharts The continuation of monetary de-tightening in the US for this year and next year, after the potential confirmation of a new Fed Chair, Kevin Warsh, could provide a boost to private equity activity, particularly the lower middle market, which is the most affected by tight financing conditions. But the loosening of credit conditions is in doubt, primarily because of the uncertainty related to the Strait of Hormuz and consequently the oil price. If the high oil prices last for longer, a delayed monetary easing could also delay the expected boost in private equity transactions and, hence, in growth opportunities for Capital Southwest. Due to this macro uncertainty, I have to refrain from rating this stock a Strong Buy and will, for my initial coverage, go with a Buy rating. Business Overview And Hard Figures A short overview of the company: Capital Southwest has actually been regulated as a BDC since 1988. A BDC is a type of investment vehicle that invests in private companies, specifically in SMEs, and usually pays a high dividend yield (it needs to pay over 90% of the taxable income to avoid taxation). Historically, the idea was to boost the middle market, but it has since turned into probably one of the best ways for retail investors to gain access to the private equity segment. Perhaps the most attractive part of the business model of Capital Southwest is its extremely low fixed cost base. The whole ...

格隆汇4月24日｜再生元制药公司(REGN.O)涨2.5%，公司宣布与美国政府达成协议，帮助降低美国患者的药物成本，并将于美国境内免费提供新的基因疗法。

Earnings Call Insights: Iridium Communications (IRDM) Q1 2026 Management view "We've had a good start to the year, and our results are right where we expected them to be." (CEO & Director Matthew Desch) "Total revenue grew 2% as did service revenue." (CEO & Director Desch) "We're reiterating our guidance for the year." (CEO & Director Desch) "In the IoT area, our new TriMode module, which we call Iridium 9604 is on track for commercial availability in June." (CEO & Director Desch) "The 9604 combines our short burst data IoT service, cellular IoT and GPS, all in a very small and cost-effective package." (CEO & Director Desch) "We believe the module also has the horsepower to consolidate a number of our other legacy services over time, and that can be helpful to our sustainment cost and to simplify our portfolio." (CEO & Director Desch) "In the PNT area, the announcement of our new ASIC rolling out in July is also generating a lot of inbound activity." (CEO & Director Desch) "Over 100 new companies have expressed interest in the ASIC, and we expect the commercial launch to drive deployments once it's in the market." (CEO & Director Desch) "Of course, our new Iridium NTN Direct standards-based service is generating a lot of activity as well as it progresses closer to commercial launch later this year." (CEO & Director Desch) "Having signed 7 to date with a number of others in the pipeline, there's clear demand from MNOs to roam onto Iridium's network when their customers find themselves out of coverage." (CEO & Director Desch) "OEBITDA was $116.3 million in the first quarter, down 5% from the prior year period." (Chief Financial Officer Vincent O'Neill) "This resulted in a $4.2 million hit to OEBITDA and will have a full year impact of $17 million in 2026." (CFO O'Neill) Outlook "We are affirming our full year guidance for both service revenue and OEBITDA." (CFO O'Neill) "Taken together, this outlook supports our forecast for flat to 2% growth in service revenue in '26...

Earnings Call Insights: Eagle Bancorp (EGBN) Q1 2026 Management View CEO Susan Riel said the company started 2026 “on track with our near-term strategic priorities: generating capital through earnings, diversifying the balance sheet across both assets and funding and executing on the repositioning work,” adding, “We returned to profitability, expanded net interest margin and delivered strong C&I growth.” Riel emphasized that near-term earnings headwinds are tied to runoff and resolutions, saying, “The pace at which legacy exposures resolve and scheduled payoffs occur is faster than the pace at which we can prudently generate new earning assets,” while also stressing, “We are not shrinking the balance sheet because deposits are leaving us.” CFO Eric Newell highlighted a return to profitability and framed it as tied to credit actions: “This quarter, we reported net income of $14.7 million or $0.48 per diluted share, a meaningful swing from the $2.4 million loss we reported last quarter.” Newell detailed credit and concentration progress, including: “Our CRE concentration ratio… declined to 295% at March 31, moving below the 300% threshold,” and “Our ADC concentration ratio came in at 76%.” On criticized/classified trends and remaining pressure points, Newell said, “Balances declined by $79.9 million in the quarter to $794.1 million,” but also noted, “$159.9 million of downgrades occurred in the first quarter.” Outlook CFO Eric Newell said, “Our 2026 forecast is substantially unchanged from what we shared last quarter,” and reiterated key targets: “We continue to expect full year NIM in the 2.6% to 2.8% range; noninterest income growth of 15% to 25%; and noninterest expense flat to down 4% when adjusting for the notable items I mentioned.” Newell maintained the repositioning message on volumes: “Average deposits, loans and earning assets are still expected to decline year-over-year, reflecting intentional balance sheet repositioning rather than operating pressure.” On ...

The Federal Reserve ’s top bank cop recently told Wall Street leaders to support capital plans that are widely seen as a win for industry and stop asking for carve outs. Instead, some big banks have continued to slam the proposals and call for more changes. Fed Vice Chair for Supervision Michelle Bowman in early April met in Washington with chief executive officers from the likes of JPMorgan Chase & Co. and Goldman Sachs Group Inc. , and urged officials to consider the overall effect of the capital proposals which will reduce industry requirements as a whole, according to people familiar with the matter. Some bankers walked away from the exchange with the view that they should limit their public comments — which are due by mid-June — to constructive feedback that helps to advance the plans, since the capital proposals are unlikely to undergo major changes, said the people who asked for anonymity to discuss private meetings. A spokesperson for the Fed declined to comment. Over the past year, regulators have worked to relax Washington’s matrix of banking regulations , which Wall Street has long viewed as overly complex and burdensome. While those plans have largely represented a victory for the industry, big lenders since have called for a further easing of capital requirements, which determine how much banks must keep in reserve to buffer against potential losses. Bowman has spearheaded the effort since she was tapped last year by President Donald Trump to become the Fed’s top bank cop. Those plans include a major package of proposals unveiled in March that would lower the surcharge for the biggest US banks and increase capital requirements tied to Basel III, an international accord that is intended to prevent future bank failures. The Fed has said that when combined the recent proposals are expected to result in a “moderate decrease” in capital requirements for some banks. That is a stark change from 2023, when banking groups came together to fiercely campaign again...

Qualcomm stock price forecast: downside risk persists as QCOM struggles below key averages Traders Union

Anyone concerned about Elon Musk’s compensation for running SpaceX can rest easy—he’ll do just fine. Details of SpaceX’s confidential initial public offering registration statement continue to leak out as bankers and analysts meet with the company ahead of its IPO roadshow, during which those bankers will argue that SpaceX deserves a massive valuation of up to $2 trillion. The point is, the SpaceX number is big.

The president talks to Americast’s Sarah Smith about Starmer, the King and Iran.

Image source: The Motley Fool. Thursday, April 23, 2026 at 8 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

IURII BUKHTA On Wednesday, cannabis investors reacted with glee after reading a scoop from Axios that the Trump administration was preparing to issue an order moving marijuana from a Schedule I to a Schedule III drug under the Controlled Substances Act. Multi-state operators surged on the news. After the development became official Thursday morning with a final order issued by the Justice Department, MSOs gave up much of those gains. Why? A likely reason was a lack of clarity between Wednesday's report and the details in the DOJ's order. A department news release states that a hearing will be held on June 29 to discuss a “broader rescheduling” to Schedule III. Wednesday's action is actually quite narrow, only impacting marijuana for medical uses. And while Cheech and Chong's favorite vice may eventually become legalized federally, the truth is that if that happens, it could take many months if not years. What follows is a Seeking Alpha primer on what Schedule III reclassification does and doesn't do. No Federal Legalization Civil and criminal penalties remain for marijuana possession and distribution on the federal level. However, given cannabis is now a Schedule III drug, those punishments will likely become less harsh than when weed was a Schedule I substance. Currently, marijuana is legal for medical use in 40 states and recreational use in 24. Dispensaries operate legally in accordance with state laws in those jurisdictions. For the most part, the feds have steered clear of enforcement against these businesses and customers, instead focusing on illegal marijuana dealers and those with large possession of it. Cash Only For the foreseeable future, customers in states with legalization on the books won't see much difference in their transactions. They will still only be able to pay via cash. No credit cards, as US banks could face sanctions by accepting payments for a product considered illegal by federal law. Legislation to amend this has been introduced many time...