Investors have gotten used to one thing in particular from Nvidia (NVDA 1.78%): blowout earnings reports. Thanks to the company's position as the leader in the artificial intelligence (AI) chip market, it's delivered positive earnings surprises and record numbers quarter after quarter. And the recent quarter wasn't an exception. In Nvidia's report after market close on May 20, it announced revenue...
Investors have gotten used to one thing in particular from Nvidia (NVDA 1.78%): blowout earnings reports. Thanks to the company's position as the leader in the artificial intelligence (AI) chip market, it's delivered positive earnings surprises and record numbers quarter after quarter. And the recent quarter wasn't an exception. In Nvidia's report after market close on May 20, it announced revenue and profit that surpassed analysts' estimates and spoke of soaring demand for its chip systems. The tech giant also offered plenty of clues that support the idea of enormous growth in the quarters to come. Considering all of this, is Nvidia -- a stock that's soared 1,400% over five years -- a buy after its blowout earnings report? History offers a strikingly clear answer. Nvidia's record revenue Before we consider this key clue from history, though, let's take a look at some of the important points from Nvidia's fiscal 2027 first-quarter report. The company reported an 85% increase in revenue to a record of more than $81 billion, for the third straight quarter of year-over-year acceleration. Net income on a GAAP basis soared 211% to $58 billion, and gross margin topped 74%. Nvidia beat analysts' estimates on the top and bottom line as it's done quarter after quarter. These numbers look great, but what's even more encouraging is the company's message. Demand remains strong for Nvidia's Blackwell system, its current major platform designed to excel at inference or the "thinking" models go through to solve problems. Nvidia says hyperscalers and frontier model creators each have put hundreds of thousands of Blackwell graphics processing units (GPUs) to work. Blackwell came at just the right time, as the AI focus shifted to inference. And now, Nvidia's next update -- the Vera Rubin system -- may be about to follow suit. Central processing units (CPUs) play an important role in powering agentic AI, seen as the next growth driver for AI. This is the software that actually perform...
Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Gerber Kawasaki Investment Management’s Ross Gerber, 1789 Capital Partner Paul Abrahimzadeh, Space Capital Founder & CEO Chad Anderson, Research Affiliates Director of Research Campbell Harvey, Man Group’s Matt Rowe, Coresight...
Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Gerber Kawasaki Investment Management’s Ross Gerber, 1789 Capital Partner Paul Abrahimzadeh, Space Capital Founder & CEO Chad Anderson, Research Affiliates Director of Research Campbell Harvey, Man Group’s Matt Rowe, Coresight Research Founder & CEO Deborah Weinswig, RXO CEO Drew Wilkerson, Advanced Machine Intelligence Executive Chair Yann LeCun & Bioptimus Co-Founder & CEO Jean-Philippe Vert, & New York City Comptroller Mark Levine. (Source: Bloomberg)
Image source: The Motley Fool. Thursday, May 21, 2026 at 5 p.m. ET Call participants Chief Executive Officer — Jon Feltheimer Chief Financial Officer — Jimmy Barge Motion Picture Group Chair — Adam Fogelson Television Group Chair — Kevin Beggs Worldwide Television Distribution Chair — Jim Packer Co-President, 3 Arts Entertainment — Brian Weinstein Head of Investor Relations — Neelay Shah Need a qu...
Image source: The Motley Fool. Thursday, May 21, 2026 at 5 p.m. ET Call participants Chief Executive Officer — Jon Feltheimer Chief Financial Officer — Jimmy Barge Motion Picture Group Chair — Adam Fogelson Television Group Chair — Kevin Beggs Worldwide Television Distribution Chair — Jim Packer Co-President, 3 Arts Entertainment — Brian Weinstein Head of Investor Relations — Neelay Shah Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Revenue -- $907 million, representing a year-over-year decline that management described as "expected". -- $907 million, representing a year-over-year decline that management described as "expected". Adjusted OIBDA -- $165 million, a 17% year-over-year increase and the highest in twelve years. -- $165 million, a 17% year-over-year increase and the highest in twelve years. Operating Income -- $118 million, up over 50% compared to last year. -- $118 million, up over 50% compared to last year. Diluted EPS -- $0.23 per share; Diluted Adjusted EPS -- $0.37 per share. -- $0.23 per share; -- $0.37 per share. Free Cash Flow -- Positive $190 million, which management called "strong," attributed to higher cash returns on content investments and library monetization. -- Positive $190 million, which management called "strong," attributed to higher cash returns on content investments and library monetization. Trailing 12-Month Library Revenue -- Exceeded $1 billion for the third straight quarter, growing 5% year over year, underscoring library durability. -- Exceeded $1 billion for the third straight quarter, growing 5% year over year, underscoring library durability. Studio Segment Profit -- $218 million, up 24% year over year; noted as a more comparable metric with peer studios. -- $218 million, up 24% year over year; noted as a more comparable metric with peer studios. Motion Picture Revenue -- $652 million, a 23% year-over-year increase; Motion Picture Segment Profit -- $187 million, up 39% due to hit films "The House...
Key Points Archon Capital Management bought 1,647,687 shares of Satellogic in the first quarter; the estimated trade size was $6.07 million (based on quarterly average prices). Meanwhile, the quarter-end position value increased by $8.96 million, reflecting both purchase and price movement. This was a new position for Archon, accounting for roughly 5% of fund AUM. 10 stocks we like better than Sat...
Key Points Archon Capital Management bought 1,647,687 shares of Satellogic in the first quarter; the estimated trade size was $6.07 million (based on quarterly average prices). Meanwhile, the quarter-end position value increased by $8.96 million, reflecting both purchase and price movement. This was a new position for Archon, accounting for roughly 5% of fund AUM. 10 stocks we like better than Satellogic › Archon Capital Management opened a new position in Satellogic (NASDAQ:SATL), acquiring 1,647,687 shares in the first quarter for an estimated $6.07 million based on quarterly average pricing, according to a May 14, 2026, SEC filing. What happened According to an SEC filing dated May 14, 2026, Archon Capital Management reported a new position in Satellogic, acquiring 1,647,687 shares during the first quarter. The estimated transaction value was $6.07 million, calculated using the average closing price for the period. The stake was valued at $8.96 million at quarter-end, reflecting both the purchase and subsequent stock price changes. What else to know This was a new position for the fund, representing 5.1% of 13F reportable assets under management after the trade. Top holdings after the filing: NASDAQ: BAND: $10.39 million (5.9% of AUM) NASDAQ: APYX: $10.30 million (5.8% of AUM) NYSE: SVV: $9.65 million (5.5% of AUM) NASDAQ: BRZE: $9.51 million (5.4% of AUM) NASDAQ: OMDA: $9.11 million (5.1% of AUM) As of Thursday, Satellogic shares were priced at $9.64, up about 155% over the past year and well outperforming the S&P 500, which is instead up about 27%. Company Overview Metric Value Price (as of Thursday) $9.64 Market Capitalization $1.4 billion Revenue (TTM) $20.43 million Net Income (TTM) ($90.50 million) Company Snapshot Satellogic Inc. designs, builds, and operates nano satellites to provide real-time Earth observation data streams for commercial and government applications. The company generates revenue by offering satellite imagery and analytics services, enab...
Kyle Busch, driver of the #7 HendrickCars.com Chevrolet, looks on during qualifying for the NASCAR Craftsman Truck Series ECOSAVE 200 at Dover Motor Speedway on May 15, 2026 in Dover, Delaware. Meg Oliphant | Getty Images Kyle Busch, a two-time Cup Series champion who won more races than anyone across NASCAR's three national series, has died at 41. The Busch Family, Richard Childress Racing and NA...
Kyle Busch, driver of the #7 HendrickCars.com Chevrolet, looks on during qualifying for the NASCAR Craftsman Truck Series ECOSAVE 200 at Dover Motor Speedway on May 15, 2026 in Dover, Delaware. Meg Oliphant | Getty Images Kyle Busch, a two-time Cup Series champion who won more races than anyone across NASCAR's three national series, has died at 41. The Busch Family, Richard Childress Racing and NASCAR issued a joint statement Thursday saying that Busch died after being hospitalized. No cause of death was given. Busch's family said earlier Thursday that he was hospitalized with a "severe illness," three days before he was to compete at the Coca-Cola 600 at Charlotte Motor Speedway. "Our entire NASCAR family is heartbroken by the loss of Kyle Busch," the statement said. "A future Hall of Famer, Kyle was a rare talent, one who comes along once in a generation. He was fierce, he was passionate, he was immensely skilled and he cared deeply about the sport and fans. The statement went on to say that "throughout a career that spanned more than two decades, Kyle set records in national series wins, won championships at NASCAR's highest level and fostered the next generation of drivers as an owner in the Truck Series. His sharp wit and competitive spirit sparked a deep emotional connection with race fans of every age, creating the proud and loyal 'Rowdy Nation.'" Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.
Traders work on the floor of the New York Stock Exchange. NYSE Stock futures ticked higher in overnight trading Thursday as Wall Street looked set to cap off a winning week despite heightened volatility. Futures tied to the Dow Jones Industrial Average rose 62 points. S&P 500 futures gained 0.1% and Nasdaq 100 futures inched 0.2% higher. The S&P 500 is up 0.5% week to date despite increased market...
Traders work on the floor of the New York Stock Exchange. NYSE Stock futures ticked higher in overnight trading Thursday as Wall Street looked set to cap off a winning week despite heightened volatility. Futures tied to the Dow Jones Industrial Average rose 62 points. S&P 500 futures gained 0.1% and Nasdaq 100 futures inched 0.2% higher. The S&P 500 is up 0.5% week to date despite increased market swings, putting the benchmark on track for its eighth straight weekly gain. The Dow has climbed 1.5% this week and is headed for its third positive week in four. The Nasdaq Composite has added 0.3%, on pace for its seventh weekly advance in the past eight weeks. Volatility picked up this week as investors wrestled with a sharp rise in long-term Treasury yields. The 30-year Treasury yield climbed above 5.19% earlier this week, reaching its highest level since before the financial crisis, before easing to 5.09% on Thursday. Oil prices also moved lower as traders grew more optimistic about a potential resolution to the Middle East conflict. West Texas Intermediate crude futures fell nearly 2% to settle at $96.35 a barrel, while Brent crude declined more than 2% to close at $102.58. "Our view on Iran is the same as before: a deal is much more likely than not, but this is already priced in, and the conflict will have stagflationary effects for at least the next few quarters," Adam Crisafulli, founder of Vital Knowledge, said in a note. President Donald Trump is expected to swear in Kevin Warsh, his pick to lead the Federal Reserve and succeed Jerome Powell, during a ceremony on Friday. 6 Min Ago Thursday's solid performance The stock market closed higher in Thursday's session, and here's how the major indices performed: The Dow posted a fresh record close DJ Transports closed more than 17% from 52-week highs. The Nasdaq Composite, Nasdaq 100, and Russell 2000 closed more than 1% from 52-week highs. The Dow and S&P 500 closed more than 1% from 52 week highs. All major indices cl...
On May 14, 2026, Archon Capital Management disclosed it sold out its entire EZCORP (NASDAQ:EZPW) stake, an estimated $8.81 million transaction based on quarterly average pricing. According to its SEC filing dated May 14, 2026, Archon Capital Management sold all 367,433 shares of EZCORP, eliminating its position. The estimated transaction value is approximately $8.81 million, based on the mean unad...
On May 14, 2026, Archon Capital Management disclosed it sold out its entire EZCORP (NASDAQ:EZPW) stake, an estimated $8.81 million transaction based on quarterly average pricing. According to its SEC filing dated May 14, 2026, Archon Capital Management sold all 367,433 shares of EZCORP, eliminating its position. The estimated transaction value is approximately $8.81 million, based on the mean unadjusted closing price for the first quarter. The quarter-end value of the position decreased by $7.14 million, a figure that includes both the sale and changes in the stock price. EZCORP is a leading provider of pawn loans and related financial services, operating stores across the United States and Latin America. The company leverages its extensive retail footprint and digital engagement platforms to drive both lending and merchandise sales. Its scale, diversified geographic presence, and technology-enabled customer experience support a resilient business model focused on underserved consumer segments. Continue reading
Among those to address this was Sir Elton who told the audience that, "No matter what kind of music you write, it's yours, you own it... It came from your soul, it means a hell of a lot to you.
Among those to address this was Sir Elton who told the audience that, "No matter what kind of music you write, it's yours, you own it... It came from your soul, it means a hell of a lot to you.
Asian equities were set to open higher Friday, as optimism around ongoing US-Iran talks boosted US stocks and weighed on crude prices. Equity-index futures for Australia, Japan and Hong Kong were all higher, following a 0.2% gain for the S&P 500 and Nasdaq 100 Thursday. The Dow Jones Industrial Average closed at an all-time high. In early trading, futures contracts for the Wall Street benchmarks e...
Asian equities were set to open higher Friday, as optimism around ongoing US-Iran talks boosted US stocks and weighed on crude prices. Equity-index futures for Australia, Japan and Hong Kong were all higher, following a 0.2% gain for the S&P 500 and Nasdaq 100 Thursday. The Dow Jones Industrial Average closed at an all-time high. In early trading, futures contracts for the Wall Street benchmarks edged up 0.2%. Oil prices fell on Thursday in a sign that traders are optimistic US-Iran talks will eventually result in a deal and pave the way for a revival of energy flows through the Strait of Hormuz . US crude pared some of those losses in early Friday trading, gaining 1% to about $97.70 a barrel. Treasuries were mixed, with the long end of the curve rallying and the short end retreating. The dollar was little changed. Concerns that a prolonged closure of the waterway could worsen energy disruptions and fuel inflation have unsettled investors, spurring speculation that central banks would be forced to raise interest rates. The risk 4that comes with higher borrowing costs is that expansion in some economies could grind to a halt. Iran said the latest Washington proposal partly bridged the gap between the two sides, even as a news report that the country plans to keep its uranium stockpile clouded the outlook for a breakthrough in peace negotiations. US Secretary of State Marco Rubio said there were “some good signs” that a deal with Iran could be reached, adding that he expected Pakistani mediators to travel to Tehran, according to the Financial Times. Meantime, Iranian President Masoud Pezeshkian said “we will never back down” in talks. Key sticking points between the sides include Iran’s nuclear enrichment and its stocks of highly-processed uranium. Supreme Leader Mojtaba Khamenei issued a directive that near-weapons-grade uranium should not be sent abroad, according to Reuters. Later, Al Jazeera said no new uranium directive has been issued. Chipmakers remained in foc...
Deckers Outdoor (NYSE:DECK) reported record fiscal 2026 revenue and earnings as growth at HOKA and UGG continued to offset a more volatile macroeconomic backdrop, with management outlining plans for high single-digit annual revenue growth through fiscal 2030. On the company’s fourth-quarterearnings call President and Chief Executive Officer Stefano Caroti said Deckers closed the year with “excepti...
Deckers Outdoor (NYSE:DECK) reported record fiscal 2026 revenue and earnings as growth at HOKA and UGG continued to offset a more volatile macroeconomic backdrop, with management outlining plans for high single-digit annual revenue growth through fiscal 2030. On the company’s fourth-quarterearnings call President and Chief Executive Officer Stefano Caroti said Deckers closed the year with “exceptional results, strong momentum, and deep conviction in the durability” of its business model. He cited continued product innovation, brand marketing and disciplined marketplace management as drivers of the company’s performance. For fiscal 2026, Deckers revenue rose 10% from the prior year to $5.47 billion. HOKA and UGG together added more than $500 million in revenue compared with the previous year’s record levels. Diluted earnings per share increased 11% to a record $7.02, compared with $6.33 a year earlier. Chief Financial Officer Steven Fasching said the company delivered a full-year operating margin of 23.1%, which he described as “best-in-class,” supported by high levels of full-price selling and investment discipline. Gross margin for the year was 57.7%, down 20 basis points from the prior year, with tariff headwinds accounting for about 80 basis points of decline, partially offset by product mix and lower freight costs. HOKA Posts Its Largest Quarter HOKA revenue increased 16% for fiscal 2026 to nearly $2.6 billion. In the fourth quarter, the brand generated $671 million in revenue, its largest quarter ever, up 15% from the prior year. Fasching said HOKA’s fourth-quarter direct-to-consumer sales rose 18%, while wholesale increased 13%. Caroti said HOKA’s growth was driven by broader adoption of its performance products and an expanding audience using the brand for multiple wearing occasions. He highlighted updated and expanded franchises including Bondi, Clifton, Arahi, Gaviota, Cielo, Rocket, Mach and Mafate. According to Caroti, six HOKA franchise families generate...
Ross Stores (NASDAQ:ROST) reported what executives described as an exceptional first quarter, with comparable sales rising 17% and earnings per share increasing 37%, as the off-price retailer benefited from higher traffic, broader customer acquisition and strong execution across merchandise categories. Chief Executive Officer James Conroy said total sales increased 21% to $6.0 billion, driven by w...
Ross Stores (NASDAQ:ROST) reported what executives described as an exceptional first quarter, with comparable sales rising 17% and earnings per share increasing 37%, as the off-price retailer benefited from higher traffic, broader customer acquisition and strong execution across merchandise categories. Chief Executive Officer James Conroy said total sales increased 21% to $6.0 billion, driven by what he called a “very robust” comparable-store sales gain. While the company attributed part of the growth to higher tax refunds versus last year, Conroy said the underlying drivers were healthy, with comparable sales primarily fueled by transactions. “We saw healthy increases in customer count on a comp store basis across income levels, ethnicities, and all age groups, including the young customers,” Conroy said. Executive Vice President and Chief Financial Officer William Sheehan said first-quarter net income rose to $650 million from $479 million a year earlier. Earnings per share increased to $2.02 from $1.47 in the prior-year period. Operating margin expanded 120 basis points to 13.4%, compared with 12.2% last year, and exceeded the company’s expectations. Traffic and Broad-Based Category Strength Drive Sales Conroy said the quarter began strongly as Ross transitioned from holiday into spring selling with more balanced inventory levels. The company has historically struggled in February, but Conroy said improved planning helped drive strong demand early in the quarter. Sales trends then remained solid, with mid-teen comparable sales gains for the balance of the period. Performance was broad-based across merchandise areas and regions. Ladies and cosmetics were the strongest categories, but Conroy said every major merchandise category posted comparable growth in the teens or higher. Geographically, strength was seen across the country, with the Midwest performing best. The company’s dd’s DISCOUNTS chain also delivered solid top-line sales growth across categories and reg...
Stellantis (NYSE:STLA) , designs, manufactures, and sells automobiles and light commercial vehicles worldwide. The stock closed Thursday at $7.56, up 0.40%. The move followed today’s Investor Day disclosures on the €60 billion “FaSTLAne 2030” turnaround plan and platform strategy. Investors are watching for execution on cost cuts, free cash flow, and new model launches. Trading volume reached 46.4...
Stellantis (NYSE:STLA) , designs, manufactures, and sells automobiles and light commercial vehicles worldwide. The stock closed Thursday at $7.56, up 0.40%. The move followed today’s Investor Day disclosures on the €60 billion “FaSTLAne 2030” turnaround plan and platform strategy. Investors are watching for execution on cost cuts, free cash flow, and new model launches. Trading volume reached 46.4 million shares, about 130% above its three-month average of 20.2 million shares. Stellantis IPO'd in 2010 and has grown 135% since going public. The S&P 500 inched up 0.18% to 7,446, while the Nasdaq Composite added 0.09% to finish at 26,293. Among auto manufacturers, peers General Motors closed at $77.22 (+1.42%), and Ford Motor Company finished at $13.67 (+3.40%), as investors reassess legacy automakers’ EV and software plans. Shares of Stellantis opened the day roughly 7% lower but rallied back to even as the market digested details from its FaSTLAne 2030 strategy during its Investor Day. The company unveiled its STLA One modular platform, allowing buyers to choose their own vehicle platform, powertrain, electronics, software, and connected services, creating a personalized experience. Continue reading
Image source: The Motley Fool. Thursday, May 21, 2026 at 4:30 p.m. ET CALL PARTICIPANTS Chairman and Chief Executive Officer — Strauss H. Zelnick President — Karl Slatoff Chief Financial Officer — Lainie Goldstein TAKEAWAYS Net Bookings (Q4) -- $1.58 billion, exceeding the high end of the $1.51 billion-$1.56 billion guidance range, primarily driven by Grand Theft Auto, strong mobile titles, and Re...
Image source: The Motley Fool. Thursday, May 21, 2026 at 4:30 p.m. ET CALL PARTICIPANTS Chairman and Chief Executive Officer — Strauss H. Zelnick President — Karl Slatoff Chief Financial Officer — Lainie Goldstein TAKEAWAYS Net Bookings (Q4) -- $1.58 billion, exceeding the high end of the $1.51 billion-$1.56 billion guidance range, primarily driven by Grand Theft Auto, strong mobile titles, and Red Dead Redemption series performance. -- $1.58 billion, exceeding the high end of the $1.51 billion-$1.56 billion guidance range, primarily driven by Grand Theft Auto, strong mobile titles, and Red Dead Redemption series performance. Net Bookings (Full Year) -- $6.72 billion, surpassing guidance and reflecting recurrent consumer spending growth of 17%, which made up 78% of net bookings. -- $6.72 billion, surpassing guidance and reflecting recurrent consumer spending growth of 17%, which made up 78% of net bookings. Recurrent Consumer Spending (Q4) -- Increased 7%, representing 82% of net bookings, with mobile up 7% and Grand Theft Auto Online up 5%. -- Increased 7%, representing 82% of net bookings, with mobile up 7% and Grand Theft Auto Online up 5%. NBA 2K Franchise (Full Year) -- Recorded over 30% growth in recurrent consumer spending; sold-in units for NBA 2K26 exceeded 10 million, up 5% over NBA 2K25. -- Recorded over 30% growth in recurrent consumer spending; sold-in units for NBA 2K26 exceeded 10 million, up 5% over NBA 2K25. Mobile Performance -- Toon Blast grew 25%; Match Factory maintained positive trajectory; Empires & Puzzles grew 5%; Color Block Jam rose 15%, establishing a new record for Rollic; Top Eleven delivered its best quarter in 16 years. -- Toon Blast grew 25%; Match Factory maintained positive trajectory; Empires & Puzzles grew 5%; Color Block Jam rose 15%, establishing a new record for Rollic; Top Eleven delivered its best quarter in 16 years. Grand Theft Auto Series (Cumulative) -- GTA V reached nearly 230 million units sold-in; GTA Plus contributio...