hapabapa/iStock Editorial via Getty Images Shares of Docusign ( DOCU ) fell about 4% premarket on Friday despite fiscal first-quarter results beating estimates as analysts debated annual recurring revenue growth guidance and the company's Intelligent Agreement Management, or IAM, cloud platform. Morgan Stanley kept its Equal-weight rating and $69 price target on the stock. "DOCU showed solid Q1 ex...
hapabapa/iStock Editorial via Getty Images Shares of Docusign ( DOCU ) fell about 4% premarket on Friday despite fiscal first-quarter results beating estimates as analysts debated annual recurring revenue growth guidance and the company's Intelligent Agreement Management, or IAM, cloud platform. Morgan Stanley kept its Equal-weight rating and $69 price target on the stock. "DOCU showed solid Q1 execution, strong margins/FCF [free cash flow] and steady IAM progress, but the debate is unchanged: IAM traction is improving, yet financial inflection is limited and economics remain too opaque to prove a durable path back to double-digit growth," said analysts led by Josh Baer. The analysts noted that Docusign reported solid results ahead of consensus, though the degree of upside on the topline was modest. The analysts added that IAM is growing rapidly and increasing in mix and management expects these positive trends to continue in fiscal year 2027, with IAM still expected to reach about 18% of ARR by year-end and management again describing IAM as very significantly accretive relative to baseline trends. However, Baer and his team noted that IAM economics remain opaque, with limited visibility into pricing uplift, Annual Contract Value, or ACV, expansion, or how much of IAM growth is truly incremental versus a transition from legacy eSignature. "Net, the bull case of an IAM-driven acceleration to double-digit growth still looks difficult to fully underwrite. If the market continues to view IAM as more supportive of retention and platform durability than a source of durable top-line acceleration, a broader re-rating seems less likely, in our view," said the analysts. BofA maintained its Underperform rating with a $52 price objective. "Docusign delivered in line 1Q27 results and raised its topline rev guidance by the 1Q beat magnitude. Overall, 1Q results did not yield sufficient evidence to change our cautious outlook on shares, as visibility into the timing and magnitude...
S&P 500 Index futures are down 0.5% as of 7:51 a.m. in New York as the AI trade continues to falter. Nasdaq 100 futures fall 1.1% Dow Jones Industrial Average futures are up 0.2% The MSCI World Index is little changed Here are some of the biggest US movers before the bell: Magnificent Seven stocks: Nvidia (NVDA) -1.3%, Microsoft (MSFT) +0.4%, Tesla (TSLA) +0.1%, Apple (AAPL) -0.1%, Alphabet (GOOGL...
S&P 500 Index futures are down 0.5% as of 7:51 a.m. in New York as the AI trade continues to falter. Nasdaq 100 futures fall 1.1% Dow Jones Industrial Average futures are up 0.2% The MSCI World Index is little changed Here are some of the biggest US movers before the bell: Magnificent Seven stocks: Nvidia (NVDA) -1.3%, Microsoft (MSFT) +0.4%, Tesla (TSLA) +0.1%, Apple (AAPL) -0.1%, Alphabet (GOOGL) -0.4%, Amazon (AMZN) -0.2%, Meta Platforms (META) -0.2%, Nvidia (NVDA) -1.3% Argan (AGX) rises 11% after the power-plant construction company reported first-quarter revenue above what analysts expected. Chipotle (CMG) is up about 2% after JPMorgan upgraded to overweight, citing a “rare valuation opportunity” for the stock. Cooper Cos (COO) gains 6% after the lens maker posted second quarter sales and profit that topped estimates. Docusign Inc. (DOCU) is down 4% after the company provided an in-line forecast for second quarter revenue. Analysts notes that its still a wait-and-see story as the company ramps Intelligent Agreement Management, its AI-powered platform for contracts. G-III Apparel Group (GIII) rises 8% after the clothing company boosted its adjusted earnings per share guidance for the full year. Guidewire (GWRE) is down 12% after the midpoint of the software company’s subscription and support revenue forecast for the fourth quarter fell short of the average analyst estimate. Lululemon Athletica Inc. (LULU) slides 10% after the company lowered its annual forecast due to deteriorating performance in North America. Merlin Inc. (MRLN) soars 29% after the defense technology company announced the successful completion of the critical design review for its C-130J autonomy program with the US Special Operations Command. Samsara (IOT) slips 2% after the GPS fleet tracking company posted first-quarter results. ServiceTitan (TTAN) jumps 15% after the software solutions firm reported revenue for the first quarter that beat the average analyst estimate.
Grange Park Opera, West Horsley, Surrey Singers and orchestra toiled admirably with this posthumous world premiere about the Hindu god, complete with inflatable deadly serpent. But the work feels straight from the 19th-century Orientalism playbook The first thing you should know about John Tavener ’s 2005 opera Krishna is that it is actually a “mystical pantomime”. If that very idea provokes even ...
Grange Park Opera, West Horsley, Surrey Singers and orchestra toiled admirably with this posthumous world premiere about the Hindu god, complete with inflatable deadly serpent. But the work feels straight from the 19th-century Orientalism playbook The first thing you should know about John Tavener ’s 2005 opera Krishna is that it is actually a “mystical pantomime”. If that very idea provokes even the faintest amusement, this is not the country-house opera for you. The second thing you should know is that by the end of Krishna’s posthumous world premiere at Grange Park Opera, there was warm applause for the musicians. Rightly so. Without Ross Ramgobin ’s intense, poised commitment as the Celestial Narrator, or Eliran Kadussi ’s sweet, flexible countertenor as the adolescent Krishna, or the impeccably lucid, admirably agile sopranos of Rosa Sparks (the child Krishna), Nazan Fikret (his wife Rukmini) and Jennifer Statham and Julia Sitkovetsky (Radha as child and woman respectively), this short work would have felt even more interminable. Continue reading...
mohd izzuan CooperCompanies ( COO ) traded higher in extended trading after the medical device maker reported better-than-expected financials for Q2 fiscal 2026 despite a loss for the quarter driven by a litigation charge. On Thursday after the close, the San Ramon, California-based company reported $1.1B in revenue for the quarter, with ~8% YoY growth, exceeding the consensus by $30M, as its subs...
mohd izzuan CooperCompanies ( COO ) traded higher in extended trading after the medical device maker reported better-than-expected financials for Q2 fiscal 2026 despite a loss for the quarter driven by a litigation charge. On Thursday after the close, the San Ramon, California-based company reported $1.1B in revenue for the quarter, with ~8% YoY growth, exceeding the consensus by $30M, as its subsegments, CooperVision and CooperSurgical, both expanded. CooperVision added $723.5M to the topline while CooperSurgical generated $358.0M, each recording ~8% YoY growth as CooperCompanies ( COO ) marked the tenth consecutive quarterly beat. "We delivered a strong second quarter, achieving record revenue and non-GAAP earnings per share while marking our tenth consecutive quarter of exceeding consensus earnings expectations,” CEO Al White said. While the company’s gross margin held steady at 68%, its operating margin turned negative at 3% compared to 18% in the prior year period, due to a $271.6M litigation charge related to a product recall at CooperSurgical in 2023. However, COO's non-GAAP diluted earnings per share improved ~26% YoY from Q2 FY25 to $1.21, exceeding Street forecasts by $0.12 even as the company swung to a GAAP net loss of $77.9M, mainly due to the litigation-related charge. Looking ahead, CooperCompanies ( COO ) reaffirmed its earnings outlook of $4.58 - $4.66 of non-GAAP diluted EPS for 2026 but revised down its full-year revenue outlook to $4.285B - $4.321B from $4.306B - $4.346B projected three months ago. More on The Cooper Companies The Cooper Companies, Inc. (COO) Q2 2026 Earnings Call Transcript Cooper Companies forecasts $4.28B-$4.32B fiscal 2026 revenue while advancing CooperSurgical review The Cooper Companies Non-GAAP EPS of $1.21 beats by $0.12, revenue of $1.08B beats by $30M Seeking Alpha’s Quant Rating on The Cooper Companies Historical earnings data for The Cooper Companies
Nvidia (NASDAQ:NVDA) has arguably been the biggest story of the AI boom thus far, with shares gaining more than 1,800% since the lows of 2022. Undoubtedly, the innovation going on behind the scenes has not slowed down one bit. Arguably, it’s accelerating as the era of Vera Rubin arrives while the company expands its footprint ... Nvidia Chips Aren’t the Whole AI Story — Another Industry Dominates ...
Nvidia (NASDAQ:NVDA) has arguably been the biggest story of the AI boom thus far, with shares gaining more than 1,800% since the lows of 2022. Undoubtedly, the innovation going on behind the scenes has not slowed down one bit. Arguably, it’s accelerating as the era of Vera Rubin arrives while the company expands its footprint ... Nvidia Chips Aren’t the Whole AI Story — Another Industry Dominates AI Sales
hapabapa Palantir Technologies ( PLTR ) held its annual AIPCon event this week, and Wedbush Securities said the event focused on the company's advancements in artificial intelligence, as well as its differentiated approach. "The common denominator for value was the expertise that FDEs provide as they sit alongside customers in the field and build the product in real-time as the customer explains t...
hapabapa Palantir Technologies ( PLTR ) held its annual AIPCon event this week, and Wedbush Securities said the event focused on the company's advancements in artificial intelligence, as well as its differentiated approach. "The common denominator for value was the expertise that FDEs provide as they sit alongside customers in the field and build the product in real-time as the customer explains their pain points, seeing changes happen immediately," Wedbush analysts wrote in a note to clients. "Palantir's ability to aggregate and standardize decades of customer know-how into actionable data, making it easily digestible for customers, is positioning the company as an irreplaceable partner. Ultimately, customers feel more comfortable directly working with another human in buildouts versus an AI, and Palantir’s human-powered, AI-backed approach is a key differentiator that is winning over new business while supporting stickiness." The analysts have an Outperform rating and $230 price target on Palantir. More on Palantir Palantir: Strong Execution, But The Budget Ceiling Is Now Visible Palantir: The Bottom May Be In; Next Stop $250 (Technical Analysis) I'm Not Concerned About Palantir's Valuation Anymore Palantir makes several announcements at AIPCon, including Google partnership Top law firm partners with Palantir for AI tool to advise PE firms - report
hapabapa Palantir Technologies ( PLTR ) held its annual AIPCon event this week, and Wedbush Securities said the event focused on the company's advancements in artificial intelligence, as well as its differentiated approach. "The common denominator for value was the expertise that FDEs provide as they sit alongside customers in the field and build the product in real-time as the customer explains t...
hapabapa Palantir Technologies ( PLTR ) held its annual AIPCon event this week, and Wedbush Securities said the event focused on the company's advancements in artificial intelligence, as well as its differentiated approach. "The common denominator for value was the expertise that FDEs provide as they sit alongside customers in the field and build the product in real-time as the customer explains their pain points, seeing changes happen immediately," Wedbush analysts wrote in a note to clients. "Palantir's ability to aggregate and standardize decades of customer know-how into actionable data, making it easily digestible for customers, is positioning the company as an irreplaceable partner. Ultimately, customers feel more comfortable directly working with another human in buildouts versus an AI, and Palantir’s human-powered, AI-backed approach is a key differentiator that is winning over new business while supporting stickiness." The analysts have an Outperform rating and $230 price target on Palantir. More on Palantir Palantir: Strong Execution, But The Budget Ceiling Is Now Visible Palantir: The Bottom May Be In; Next Stop $250 (Technical Analysis) I'm Not Concerned About Palantir's Valuation Anymore Palantir makes several announcements at AIPCon, including Google partnership Top law firm partners with Palantir for AI tool to advise PE firms - report
Full House Resorts ( FLL ) and American Place Casino broke ground on the permanent American Place Casino this week in Waukegan, Illinois. The casino company said the groundbreaking marks a major milestone in the property's evolution and a significant investment in the future of Waukegan and Lake County. The permanent casino facility is being built on the 42-acre site that it shares with the curren...
Full House Resorts ( FLL ) and American Place Casino broke ground on the permanent American Place Casino this week in Waukegan, Illinois. The casino company said the groundbreaking marks a major milestone in the property's evolution and a significant investment in the future of Waukegan and Lake County. The permanent casino facility is being built on the 42-acre site that it shares with the current temporary casino. The American Place Casino will include 200K square feet of permanent casino space and three full-service restaurants and bars. The gaming floor will feature approximately 1.3K slot machines and 80 table games. Construction is expected to take two years, with an anticipated opening date set for 2028. The temporary American Place Casino will continue normal operations throughout the development process. During Full House Resorts' ( FLL ) recent earnings conference call, CEO Daniel Lee said the company expects the permanent site to do much more business than the temporary site, noting the Hard Rock in Rockford saw revenue double after its project was completed. Lee forecast the property could generate $100M in EBITDA. Shares of Full House Resorts ( FLL ) trade on the low end of their 52-week range of $2.02 to $4.95, swapping hands at $2.59 in the premarket session. More on Full House Resorts Full House Resorts Q1 2026 Review: Sell Into The Rally Full House Resorts, Inc. (FLL) Q1 2026 Earnings Call Transcript Full House Resorts expects to start American Place construction within weeks, targeting opening in about 2 years Seeking Alpha’s Quant Rating on Full House Resorts Historical earnings data for Full House Resorts
nikkytok/iStock via Getty Images Sempra ( SRE ) said late Thursday that it started producing liquefied natural gas at the ECA LNG Phase 1 project in Mexico, the country's first West Coast export terminal, with plans to ultimately ship the fuel to Asia. The Costa Azul export plant at Ensenada in Mexico’s Baja California state has LNG supply contracts with Sempra's ( SRE ) joint venture partner Tota...
nikkytok/iStock via Getty Images Sempra ( SRE ) said late Thursday that it started producing liquefied natural gas at the ECA LNG Phase 1 project in Mexico, the country's first West Coast export terminal, with plans to ultimately ship the fuel to Asia. The Costa Azul export plant at Ensenada in Mexico’s Baja California state has LNG supply contracts with Sempra's ( SRE ) joint venture partner TotalEnergies ( TTE ) and Japan's Mitsui ( MITSY ) ( MITSF ) for a combined 2.5M metric tons/year. The facility, initially built as a terminal to import Indonesian LNG supplies for Southern California, was turned into an export plant in 2020. ECA LNG Phase 1 is expected to reach substantial completion this summer with sales commencing shortly thereafter, when the facility begins commercial operations; Phase 1 nameplate capacity is 3.25M metric tons/year, with a second phase under development at the same location. More on Sempra Sempra: Oncor's 127 GW Pipeline Could Redefine Its Earnings Power Sempra: Solid Utility Growth Story At A Fair Price (Rating Downgrade) Sempra Q1 2026 Earnings Call Presentation
格隆汇6月5日｜加拿大政府4日正式公布名为“全民人工智能”（AI for All）的国家人工智能新战略。该战略计划投入数十亿加元公共资金，通过设立技术增长基金、扩大主权算力基础设施以及加强法律监管等核心举措，旨在填补本土高成长性AI企业面临的规模化资本缺口。政府将通过提供灵活资本及投资支持，甚至在必要时采取股权投资形式，协助本土企业吸引商业资本、留住核心人才与知识产权，从而提升全球竞争力。
格隆汇6月5日｜加拿大政府4日正式公布名为“全民人工智能”（AI for All）的国家人工智能新战略。该战略计划投入数十亿加元公共资金，通过设立技术增长基金、扩大主权算力基础设施以及加强法律监管等核心举措，旨在填补本土高成长性AI企业面临的规模化资本缺口。政府将通过提供灵活资本及投资支持，甚至在必要时采取股权投资形式，协助本土企业吸引商业资本、留住核心人才与知识产权，从而提升全球竞争力。