SentinelOne S reported first-quarter fiscal 2027 earnings of 4 cents per share, which surpassed the Zacks Consensus Estimate by 100%. The company registered earnings of 2 cents per share in the year-ago quarter. Revenues of $276.7 million increased 21% year over year but missed the consensus mark by 0.2%. As of April 30, 2026, annualized recurring revenues (ARR) grew 23% year over year to $1.16 bi...
SentinelOne S reported first-quarter fiscal 2027 earnings of 4 cents per share, which surpassed the Zacks Consensus Estimate by 100%. The company registered earnings of 2 cents per share in the year-ago quarter. Revenues of $276.7 million increased 21% year over year but missed the consensus mark by 0.2%. As of April 30, 2026, annualized recurring revenues (ARR) grew 23% year over year to $1.16 billion. Customers with more than $100,000 in ARR increased 17% year over year to 1,702, driven by continued momentum in enterprise expansion and strong adoption of the company’s platform solutions. SentinelOne’s shares were up 0.39% at the time of writing this article. The company's shares have increased 20.1% in the year-to-date period, surpassing the Zacks Computer & Technology sector’s rise of 19.2%. SentinelOne, Inc. Price, Consensus and EPS Surprise SentinelOne, Inc. price-consensus-eps-surprise-chart | SentinelOne, Inc. Quote SentinelOne’s Operating Highlights Adjusted gross profit was 77% in the reported quarter, which contracted roughly 200 bps year over year. Total operating expenses of $202.2 million increased 9.1% year over year due to higher research and development expenses (up 28.1% year over year), general and administrative expenses (up 11.1% year over year), partially offset by sales and marketing expenses (down 0.2% year over year). Non-GAAP operating income totaled $10.5 million compared to an operating loss of $3.9 million in the year-ago quarter. SentinelOne’s Balance Sheet Remains Strong As of April 30, 2026, SentinelOne had cash, cash equivalents and investments of $812 million. Operating cash flow was $38.5 million in the quarter. Adjusted free cash flow was $61.4 million compared with $45.4 million reported in the year-ago quarter, while adjusted free cash flow margin improved to 22% from 20%. S Offers Q2 and FY27 Guidance For the second-quarter fiscal 2027, SentinelOne expects revenues between $289 million and $291 million. The company expects non-G...
Rivian Automotive (NASDAQ:RIVN) is leading the electric vehicle complex into Friday afternoon. The stock is up 8% to $16.42 as of midday trading, after closing Thursday at $15.20. The pop comes on a session that has seen peers stall. Tesla (NASDAQ:TSLA) stock is off 1% at $436, while Nio (NYSE:NIO) stock is down 1% at ... Rivian Rallies 8% as Tesla, Nio Stall: R2 Launch and Software Growth in Focu...
Rivian Automotive (NASDAQ:RIVN) is leading the electric vehicle complex into Friday afternoon. The stock is up 8% to $16.42 as of midday trading, after closing Thursday at $15.20. The pop comes on a session that has seen peers stall. Tesla (NASDAQ:TSLA) stock is off 1% at $436, while Nio (NYSE:NIO) stock is down 1% at ... Rivian Rallies 8% as Tesla, Nio Stall: R2 Launch and Software Growth in Focus
Hi everyone. Today we’re talking to the director of the long-awaited Mina the Hollower , but first... This week’s top gaming news: Valve Corp. is hiking the price of the Steam Deck due to the ongoing memory shortage crisis CD Projekt SA will release a new expansion for The Witcher 3 next year — that’s right, a new expansion for a game from 2015. The new James Bond game is a big hit, selling 1.5 mi...
Hi everyone. Today we’re talking to the director of the long-awaited Mina the Hollower , but first... This week’s top gaming news: Valve Corp. is hiking the price of the Steam Deck due to the ongoing memory shortage crisis CD Projekt SA will release a new expansion for The Witcher 3 next year — that’s right, a new expansion for a game from 2015. The new James Bond game is a big hit, selling 1.5 million copies in 24 hours Small Mouse, Small Price Last month, the staff of the indie game maker Yacht Club Games gathered for an important meeting. They were about to release their next title, the 2D action-platformer Mina the Hollower , after more than six years of development. Now they needed to decide how much it would cost. It was a big game with a ton of content, so there were all sorts of nervous whispers around the office as they tried to figure out the optimal price. Should it be $30? $35? Even $40? There was no formula or market testing that could provide the perfect answer. But for anyone on the team expecting an intense debate, the meeting was a bit of a letdown. “Everyone came in ready to say, ‘I want the game to be $20,’” recalled director and co-founder Sean Velasco. “Everyone said the same thing.” There were several reasons to sell Mina the Hollower at a budget price (aside from listening to my advice ). One was the massive success of last year’s Hollow Knight: Silksong , which sold more than 7 million copies at $20. The developers at Yacht Club knew that rising costs have made a lot of products feel less affordable, and they wanted this purchase to feel like a no-brainer. Mina for just twenty bucks? What a steal! More than anything else, it just seemed like a good business decision. “We don’t want the price to be something that anyone is even going to question,” Velasco said. “If we didn’t think we’d make more money doing this, we wouldn’t be doing it.” The stakes are high for Mina the Hollower , which is the first original game from Yacht Club since 2014’s ...
Dollar Dominance Remains Alive And Well Authored by Lance Roberts via RealInvestmentAdvice.com, The dollar is supposed to be dying. We’ve heard that argument for the better part of a decade, and it’s getting louder, not quieter. The narrative goes that BRICS countries are building an alternative, that China is dumping Treasuries, that gold is replacing the dollar as the world’s reserve asset, and ...
Dollar Dominance Remains Alive And Well Authored by Lance Roberts via RealInvestmentAdvice.com, The dollar is supposed to be dying. We’ve heard that argument for the better part of a decade, and it’s getting louder, not quieter. The narrative goes that BRICS countries are building an alternative, that China is dumping Treasuries, that gold is replacing the dollar as the world’s reserve asset, and that Washington is so desperate to find buyers for the next debt issuance that it’s now offering dollar swap lines to Gulf states as a backdoor liquidity rescue. Make no mistake, the “Persistent Purveyors of Doom” have a story. However, the data doesn’t support any of it. Dollar dominance isn’t fading. In fact, the events of late April 2026 just delivered the loudest counter-signal in years. Thesis Vs. Reality I’ve been arguing for years that the “dollar collapse” thesis confuses inflation with debasement. You can’t be debasing a currency that the rest of the world is fighting harder than ever to acquire. We covered the rebasement argument in our previous piece on the dollar’s plumbing , and in “The Dollar’s Death is Greatly Exaggerated.” The latest data only sharpens the case for dollar dominance. According to the U.S. Treasury’s most recent Treasury International Capital report, released April 15 with February 2026 data, foreign residents purchased $101 billion of long-term U.S. securities in February alone. Net TIC inflows totaled $184.5 billion for the month. On top of that, foreign holders added $91.6 billion to their Treasury bill holdings. Total foreign ownership of U.S. Treasuries hit a record $9.49 trillion in February, up $198 billion in the month and $587 billion over the trailing 12 months. However, that headline number actually undercounts the reality. It excludes foreign holdings managed through U.S.-domiciled hedge funds and the Cayman Islands basis trade, which the Federal Reserve estimates pulls another $1.5 trillion of de facto foreign demand into the bid ...
Are you looking to generate passive income from your portfolio? If so, dividend stocks are for you. Investing in high-quality, dividend-paying companies gives you a share of established companies that pay investors a share of their earnings over time. While some companies optimize for high payouts, their dividends can fluctuate widely and are far from reliable. By investing in companies that consi...
Are you looking to generate passive income from your portfolio? If so, dividend stocks are for you. Investing in high-quality, dividend-paying companies gives you a share of established companies that pay investors a share of their earnings over time. While some companies optimize for high payouts, their dividends can fluctuate widely and are far from reliable. By investing in companies that consistently raise their annual dividend payments, you benefit from predictable passive income and also lower volatility, as these companies tend to handle market drawdowns better than non-dividend-paying companies. If this sounds appealing to you, here are three dividend energy stocks that are smart buys today. ExxonMobil: 43 consecutive years of raising its annual dividend ExxonMobil (XOM 0.86%) is a major player in the oil and gas industry that has grown its dividend payout for 43 consecutive years. Last year, the company paid out $17 billion in dividends to shareholders, making it one of the largest dividend payers in the S&P 500 index. It returned another $20 billion to shareholders through share repurchases. The oil giant's long history of returning capital to shareholders is a testament to its integrated business model, which operates across the oil and gas value chain. ExxonMobil strategically focuses on "advantaged" assets, or high-quality assets that are characterized by low operating costs, low emissions, and high returns on investment. These advantaged assets are projected to make up 65% of its upstream production by 2030. Expand NYSE : XOM ExxonMobil Today's Change ( -0.86 %) $ -1.26 Current Price $ 145.70 Key Data Points Market Cap $609B Day's Range $ 144.71 - $ 146.93 52wk Range $ 101.19 - $ 176.41 Volume 6.1M Avg Vol 20.9M Gross Margin 20.92 % Dividend Yield 2.78 % The company is ruthless with its energy portfolio, continuously evaluating its assets to determine whether it can divest lower-performing ones and add higher-performing advantaged ones. Since 2019, the...
Nato has vowed to ‘defend every inch’ of its territory after a Russian drone hit an apartment building in Romania. The strike prompted swift condemnation and threats of repercussion from European leaders. So is there a risk the war could expand beyond Ukraine? Lucy Hough speaks to senior international correspondent Peter Beaumont Continue reading...
Nato has vowed to ‘defend every inch’ of its territory after a Russian drone hit an apartment building in Romania. The strike prompted swift condemnation and threats of repercussion from European leaders. So is there a risk the war could expand beyond Ukraine? Lucy Hough speaks to senior international correspondent Peter Beaumont Continue reading...
jroballo/iStock via Getty Images Growth plays in the AI space are tempting, but I’d much rather put my capital to work in growth stocks of tried and true sectors that pay me a meaningful yield. This gives me the best of both worlds, which is participation in a growing company while earning a steady stream of income to weather volatility. Such I find the case with Philip Morris International ( PM )...
jroballo/iStock via Getty Images Growth plays in the AI space are tempting, but I’d much rather put my capital to work in growth stocks of tried and true sectors that pay me a meaningful yield. This gives me the best of both worlds, which is participation in a growing company while earning a steady stream of income to weather volatility. Such I find the case with Philip Morris International ( PM ), which I last covered back in November 2025, highlighting its double-digit growth in next generation products and strong total return potential. That turned out to be a good call, with PM delivering a 19% total return since my last piece, outpacing the 13% rise in the S&P 500 ( SPY ) over the same time frame. This is despite the recent share price downturn, to $178, pushing the dividend yield up to 3.3%. In this article, I revisit PM including recent business results , and discuss why now is a good buy-the-dip opportunity on this compounding growth stock while it’s reasonably valued, so let’s get started! Why PM? Philip Morris International is a global tobacco company with a rapidly growing portfolio of reduced-risk products. It markets and manufactures the Marlboro brand outside the U.S. and has a robust smoke-free consumer nicotine business. This is built around category leaders like IQOS heated tobacco, ZYN nicotine pouches, and emerging VEEV e-vapor products. Notably, smoke-free products now account for 43% of PM’s net revenue and are available in 108 markets. This is supported by strong offtake of IQOS, which is PM’s first smoke-free product. As shown below, IQOS has strong market share (heated tobacco plus cigarettes) in a number of large cities. This includes Tokyo, Rome, and Athens, where it has 34% to 40% share. Investor Presentation PM continued to deliver solid results during Q1 2026, with organic revenue growth of 2.7% and adjusted EPS growth of 5.3% YoY. The smoke-free business delivered a robust 12% and 16% organic volume and revenue growth, respectively. Pri...
The market is getting overheated, and, with that, some new correction predictions are bound to come flowing in. But under the red-hot S&P 500 are some terrific individual “gifts” that I think ought to be on value investors’ radars. Of course, going through the screener is bound to yield a list of intriguing names that ... Microsoft Stock Might Be the New “Big Steal” of the Mag 7
The market is getting overheated, and, with that, some new correction predictions are bound to come flowing in. But under the red-hot S&P 500 are some terrific individual “gifts” that I think ought to be on value investors’ radars. Of course, going through the screener is bound to yield a list of intriguing names that ... Microsoft Stock Might Be the New “Big Steal” of the Mag 7
Cenovus Energy CVE is an integrated energy company based in Canada, with operations spanning upstream and downstream segments. The company’s upstream segment recorded strong production volumes of 972,000 barrels of oil equivalent per day (Boe/d) in the first quarter. CVE’s upstream production is primarily supported by its oil sands assets in northern Alberta. Following the acquisition of MEG Energ...
Cenovus Energy CVE is an integrated energy company based in Canada, with operations spanning upstream and downstream segments. The company’s upstream segment recorded strong production volumes of 972,000 barrels of oil equivalent per day (Boe/d) in the first quarter. CVE’s upstream production is primarily supported by its oil sands assets in northern Alberta. Following the acquisition of MEG Energy, Christina Lake North is emerging as a key growth driver for the company. Management stated in its latestearnings callthat it completed delineation drilling and seismic work at Christina Lake North, which confirmed the high-quality and long reserve life of the resource. Notably, during the delineation program, the company identified 250 redevelopment opportunities across the asset, indicating that Cenovus will have a long-term inventory of future drilling locations. Additionally, CVE highlighted that the redevelopment well program at Christina Lake North was implemented earlier than anticipated and is expected to raise production from the asset throughout the rest of 2026. Cenovus is also investing in other assets to increase its upstream production levels, including the Sunrise optimization project and the West White Rose. The long runway of growth projects is expected to increase CVE’s total upstream production to more than 1 million Boe/d by 2028. The expansion of Christina Lake North and its other growth projects are expected to become a key contributor to CVE’s long-term production growth and cash flow generation strategy. Other Canadian Integrated Energy Companies Canadian Natural Resources CNQ is one of the largest independent energy companies in Canada engaged in the exploration, development and production of oil and natural gas. The company boasts a diversified portfolio of crude oil, natural gas, bitumen and synthetic crude oil. Canadian Natural has set an ambitious production target for 2026, aiming for a total annual production range of 1,615 thousand barrels ...
Here's how we're coping with high gas prices, according to Costco and Walmart toggle caption Paul Sancya/AP Stay up to date with our Up First newsletter sent every weekday morning. In the hunt for cheaper gas, people are going out of their way for discounted fuel at Costco and Walmart — many of them visiting for the first time. Drivers also are now filling up more often, but topping up with fewer ...
Here's how we're coping with high gas prices, according to Costco and Walmart toggle caption Paul Sancya/AP Stay up to date with our Up First newsletter sent every weekday morning. In the hunt for cheaper gas, people are going out of their way for discounted fuel at Costco and Walmart — many of them visiting for the first time. Drivers also are now filling up more often, but topping up with fewer gallons at a time. As the U.S. war in Iran continues to drive up gas prices, Costco's gas stations have been selling record amounts of fuel, executives told investors on a call Thursday. In fact, Costco had never sold as much gas as it did between April and mid-May, CEO Ron Vachris said, with stations having to get multiple daily gas deliveries to keep up. People have been willing to drive further and wait in line longer to buy cheaper gas. Sponsor Message "A lot of members are increasing their frequency of visiting the gas station to top up in between what would have normally been a gap between getting the tank to empty because of the concern about what might the gas price be tomorrow," said Gary Millerchip, Costco's finance chief. At Walmart's gas stations, in recent weeks, people have begun to fill up with fewer than ten gallons at a time, for the first time since 2022. "That's an indication of stress," Chief Financial Officer John David Rainey told investors last week. "We see with our customers that the high-income customer is spending with confidence," Rainey added later, "while the lower-income consumer is more budget-conscious and perhaps navigating financial distress." Similarly, the discount gas-station chain Murphy USA also told investors in late April that it had started to draw more first-time shoppers. "We're also seeing lapsed customers returning to our stores," said CEO Mindy West. "They're changing their behavior and becoming more value-seeking shoppers." The average U.S. price of regular gas on Thursday was $4.39 per gallon, according to AAA. That's up $1....
BP plc BP, the British oil and gas major, is slated to become the operator of the Babek gas field, a natural gas project offshore Azerbaijan, per a Reuters report. The Babek natural gas field is anticipated to hold substantial reserves of approximately 400 billion cubic meters (Bcm) of gas and 80 million tons of condensate. This development is significant for BP, as it already has a strong presenc...
BP plc BP, the British oil and gas major, is slated to become the operator of the Babek gas field, a natural gas project offshore Azerbaijan, per a Reuters report. The Babek natural gas field is anticipated to hold substantial reserves of approximately 400 billion cubic meters (Bcm) of gas and 80 million tons of condensate. This development is significant for BP, as it already has a strong presence in Azerbaijan’s energy sector, particularly in oil and gas production. The Babek natural gas field’s resource potential makes it strategically important for both the country and Europe. Since Europe has reduced its dependence on Russian energy imports and sought alternative sources of natural gas to meet its energy needs, Azerbaijan has emerged as one of its major suppliers. The development of the Babek natural gas field is anticipated to contribute to Europe’s energy security. Additionally, it is expected to strengthen BP’s presence in the country. According to the Reuters report, the natural gas field is currently under a SOCAR-led unit, Azerbaijan’s state-owned energy company. The field will later become a part of another project operated by BP. SOCAR and BP will reportedly announce the Babek natural gas field agreement on June 1, 2026. The agreement is expected to reinforce BP’s commitment to increasing upstream production to a targeted 250 thousand barrels of oil equivalent per day by 2027. BP’s strategy to increase its upstream production in the near-term is aimed at meeting the increasing global energy demand and generating long-term shareholder value. BP’s Zacks Rank and Key Picks BP currently carries a Zacks Rank #3 (Hold). Some better-ranked stocks from the energy sector are Valero Energy VLO, Cenovus Energy CVE and W&T Offshore WTI. While Valero and Cenovus each sport a Zacks Rank #1 (Strong Buy), W&T Offshore carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here. Valero Energy is a leading refining player with a robu...
JHVEPhoto/iStock Editorial via Getty Images I'll kick off with a mea culpa: my reticence and skepticism on the semiconductor trade have caused me to miss out on a wide swath of gains in the stock market this year. I was selectively bullish on Micron ( MU ), whose surge to >$1 trillion has certainly helped my portfolio performance, but I missed out on gains in stocks like Western Digital Corporatio...
JHVEPhoto/iStock Editorial via Getty Images I'll kick off with a mea culpa: my reticence and skepticism on the semiconductor trade have caused me to miss out on a wide swath of gains in the stock market this year. I was selectively bullish on Micron ( MU ), whose surge to >$1 trillion has certainly helped my portfolio performance, but I missed out on gains in stocks like Western Digital Corporation ( WDC ). Now, however, many investors are tempted to think the party is just getting started. But in my view, the sharp rise to new all-time highs across all of these stocks bears a close re-examining, and I continue to think Western Digital doesn't measure up. Up nearly 3x since the start of the year, we have to ask: is this really justified by fundamentals? Data by YCharts I last wrote a "Sell" article on Western Digital in February, when the stock was trading just shy of $300 per share. Again, I'll reiterate that my nervousness about this stock prevented me from enjoying massive gains. But when I take a fresh look here, I only see risk from a valuation and fundamental performance perspective, and I'm reiterating my "Sell" rating here. Commoditized Nature Is Present In The Weaker Gross Margin Profile Versus Peers First, let's take a step back and understand what makes Micron so different from Western Digital. Micron is a manufacturer of raw memory (NAND and DRAM). Currently, the Nvidia ( NVDA ) chips that are the backbone of the data center buildout need copious amounts of high bandwidth memory ("HBM") that only Micron and two other global producers (Samsung and SK Hynix) provide. Micron is struggling to keep up with the demand; its products are fully committed and sold out through a multi-year timeframe, with new fabs expected to come online (in the U.S., Singapore, and Taiwan) across the 2027-2028 timeframe. Western Digital is different. Since its spinoff of SanDisk, which made NAND flash products, Western Digital has focused on hard disk drives (HDDs). These are usua...
PPL Corporation PPL is benefiting from a rise in clean electricity demand from the expansion of AI-based data centers across its Pennsylvania and Kentucky service territories. AI-driven data centers require substantially higher power consumption than conventional facilities because of their computing demands, advanced chips and greater cooling needs for AI workloads and training processes. Accordi...
PPL Corporation PPL is benefiting from a rise in clean electricity demand from the expansion of AI-based data centers across its Pennsylvania and Kentucky service territories. AI-driven data centers require substantially higher power consumption than conventional facilities because of their computing demands, advanced chips and greater cooling needs for AI workloads and training processes. According to an Arizton Advisory & Intelligence report, the U.S. data center market size is expected to reach $308.83 billion by 2030. PPL’s Pennsylvania segment registered nearly 28.3 gigawatts (GW) of potential data center demand, up from 25.2 GW, with nearly 10 GW under signed electricity service agreements (ESAs) and 5 GW already under construction. In the Kentucky segment, the economic development pipeline now indicates potential load growth of 12.9 GW through 2032, up from the earlier estimate of 8.5 GW. The company received interest from 13 new data center projects, representing nearly 12 GW of active electricity demand. PPL is undertaking substantial capital investments to upgrade its infrastructure and connect these data centers to the grid. It expects a regulated capital investment plan of $23 billion during 2026-2029. The company’s focus on generation, transmission and distribution projects, along with these investments, has helped improve service reliability and reduce customer outages. Through these initiatives, PPL is strategically positioning itself to capitalize on the anticipated boom in the data center market. These efforts support new revenue streams and strengthen its long-term growth prospects. Data Center Boom: A Growing Opportunity for Utilities The rapid expansion of artificial intelligence and cloud computing is driving unprecedented data center electricity demand. This supports overall financial performance and creates a long-term growth opportunity for utilities. Other utilities that stand to benefit from the growing demand from data centers are as follo...
Amid fierce criticism from opposition groups, Mexico’s senate has passed a constitutional amendment to include “foreign interference” as grounds to annul election results in the country. The bill, which was presented by the country’s president, Claudia Sheinbaum, defines foreign interference as “illicit financing, propaganda, the systematic dissemination of misinformation, digital manipulation, ...
Amid fierce criticism from opposition groups, Mexico’s senate has passed a constitutional amendment to include “foreign interference” as grounds to annul election results in the country. The bill, which was presented by the country’s president, Claudia Sheinbaum, defines foreign interference as “illicit financing, propaganda, the systematic dissemination of misinformation, digital manipulation, and the intervention of foreign governments or agencies”. But critics say that the broadness of the bill’s language means virtually anything could be used to annul the results of an election: an article in a British newspaper, a statement from a US official, a report from an international NGO. “This is one of the most egregious, alarming and retrograde pieces of legislation in Mexico’s young democratic history,” said Arturo Sarukhan, a former Mexican ambassador to the US, on X. “This law doesn’t prevent foreign interference. It hands the government a veto over election outcomes it doesn’t like.” The bill comes as Mexico has faced increased pressure from the US on security, with Donald Trump repeatedly threatening to invade the country and tackle cartels. Last month, the US justice department indicted 10 current and former officials from the state of Sinaloa, including the governor, for ties to a powerful drug-trafficking group. The indictment of Rubén Rocha Moya, the governor of Sinaloa and a close ally of former president Andrés Manuel López Obrador (known as Amlo), sent shock waves across Mexico’s political establishment. Sheinbaum has called for more evidence from the US before considering extradition. The Mexican president also doubled down on the importance of sovereignty and non-intervention since the indictment was made public. “All Mexicans should agree that there should be no foreign interference in elections in Mexico,” Sheinbaum said at a news conference on Thursday. “We must all agree that in Mexico, we Mexicans decide who governs us.” The bill comes as Mexico...
Key Points Nio's vehicle revenue vs. delivery growth suggests it has retained pricing power despite a price war in China. The Chinese EV maker's sub-brands have continued to push the company's deliveries higher. The company just turned in another quarter of adjusted operating profits. 10 stocks we like better than Nio › Most investors are aware that China’s automotive market, especially the electr...
Key Points Nio's vehicle revenue vs. delivery growth suggests it has retained pricing power despite a price war in China. The Chinese EV maker's sub-brands have continued to push the company's deliveries higher. The company just turned in another quarter of adjusted operating profits. 10 stocks we like better than Nio › Most investors are aware that China’s automotive market, especially the electric vehicle (EV) industry, is in a brutal price war. The EV industry is crowded with competitors, putting pressure on prices and margins, with uncertainty as to when the spiral lower will end. Currently, many Chinese automakers are rushing to export vehicles outside of China to support growth, and that’s worked well for most. Nio (NYSE: NIO), however, is hanging tough in its domestic market, and its financials appear to be turning the corner. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » But does that make the stock a buy, finally? Results speak loudly Let’s briefly point out some of the metrics that made Nio’s 2026 first quarter impressive. Despite the ultra-competitive Chinese automotive market, Nio’s vehicle deliveries totaled 83,465 in Q1, up 98.3% from the prior year. Better yet, despite the ongoing price war, Nio’s discipline enabled the company’s vehicle sales to increase 129.2% to 22,783 million yuan (about $3.3 billion) during the same time frame. The accelerated growth in sales revenue relative to deliveries suggests the company’s pricing power remains strong amid a domestic price war. It wasn’t just Nio’s top line that was impressive, as vehicle margin checked in at nearly 19% during Q1, well ahead of the 10.2% during the prior-year’s Q1. Nio’s accelerating deliveries, top-line revenue, and vehicle margin helped drive its overall gross margin to 19% during Q1, compared to a much more modest 7....
The England head coach has five key challenges to address in the buildup to next week’s first Test against New Zealand at Lord’s For all that the series was obviously a failure, England were competitive for periods of most of the Ashes Tests. But McCullum has repeatedly conceded that in the key moments when matches tend to be decided his side have a habit of stumbling. The question is why, and on ...
The England head coach has five key challenges to address in the buildup to next week’s first Test against New Zealand at Lord’s For all that the series was obviously a failure, England were competitive for periods of most of the Ashes Tests. But McCullum has repeatedly conceded that in the key moments when matches tend to be decided his side have a habit of stumbling. The question is why, and on Friday he made the telling admission: “I thought some of our guys were more ready for the pressure that was coming in Australia than they [actually] were.” So he has had to reconsider how to best prepare for such intangibles. England were widely condemned for a lackadaisical buildup to the first Ashes Test but McCullum implied that his players’ problem was not down to poor preparation, but actually to poor, or insufficient, coaching. Given that the removal of pressure has always been at the very heart of his coaching philosophy, this is essentially an admission of failure. “That’s always been one of our things, to try and take pressure away from the guys,” he said. “[But] it’s going to land with some guys before it’s going to land with others, and our job is to make sure it lands with everyone a little quicker than maybe it has done.” McCullum is now clear that for his players to overcome pressure he does not just have to create good vibes, but also put in hard work. “It’s making sure we’re a little bit more drilled down on some of those tactics so the guys have got absolute clarity in those pressure moments, so that we can hopefully be able to handle those better than we have in the bigger series so far,” he said. Continue reading...
is a senior reporter covering technology, gaming, and more. He joined The Verge in 2019 after nearly two years at Techmeme. Posts from this author will be added to your daily email digest and your homepage feed. Microsoft has delayed its upcoming Fable reboot once again. The game was set to launch in autumn 2026, but Microsoft now says that Fable will come out in February 2027. However, it will sh...
is a senior reporter covering technology, gaming, and more. He joined The Verge in 2019 after nearly two years at Techmeme. Posts from this author will be added to your daily email digest and your homepage feed. Microsoft has delayed its upcoming Fable reboot once again. The game was set to launch in autumn 2026, but Microsoft now says that Fable will come out in February 2027. However, it will show a “new look” at the game at its Xbox Games Showcase on June 7th. “This is year is packed with incredible games for XBOX players to enjoy, from Halo: Campaign Evolved, Gears of War: E-Day and Call of Duty Modern Warfare 4 to Control Resonant, Star Wars: Galactic Racer and Grand Theft Auto VI,” Microsoft says on the Xbox account on X. “In order to plan our game launches through the holidays, in a way that works best for players, we’re moving Fable to February 2027 so it can have the dedicated moment it deserves. We’re excited to be giving players a major new look at Fable, as well as our broader lineup, at XBOX Games Showcase on June 7.” The fall gaming season is already getting pretty full. Grand Theft Auto VI is scheduled for November 19th, Call of Duty: Modern Warfare 4 was announced this week with an October 23rd release date, and Star Wars: Galactic Racer is set for October 6th. Presumably, Microsoft will share specific release dates for Halo: Campaign Evolved, Gears of War: E-Day, and other titles during the Xbox Games Showcase as well. Fable, developed by Playground Games, was first announced in 2020 as a “new beginning” for the series. Years later, Microsoft gave it a planned release window of 2025, but later pushed that to 2026. It’s set to come to Xbox Series X / S, PC, and PS5 when it is released. Microsoft also isn’t going to share news about Project Helix, the next-generation Xbox console, during the Xbox Games Showcase, Matt Booty, Xbox’s chief content officer, said in an episode of the the Official Xbox Podcast released on Friday. Earlier this month, Micro...
Major League Baseball proposed a salary cap for the first time in more than three decades, a move opposed by the players union and likely to ignite tension between the two sides ahead of negotiations over a new labor deal. The league’s proposal would cap team spending at about $245 million and put a salary floor at roughly $171 million, according to a document provided by MLB. The current collecti...
Major League Baseball proposed a salary cap for the first time in more than three decades, a move opposed by the players union and likely to ignite tension between the two sides ahead of negotiations over a new labor deal. The league’s proposal would cap team spending at about $245 million and put a salary floor at roughly $171 million, according to a document provided by MLB. The current collective bargaining agreement between the league and players is set to expire in December, leading to speculation there could be a disruption to the 2027 season as the two sides hash out payroll structure. In 1994, the owners pushed for a salary cap, and the Major League Baseball Players Association went on strike during the second half of the season. The impasse led to a big chunk of games and the World Series being canceled. Randall Williams, Bloomberg News Business of Sports Reporter, joins Intelligence Radio for a closer look. (Source: Bloomberg)