(RTTNews) - While reporting financial results for the first quarter on Wednesday, sporting goods retailer DICK'S Sporting Goods Inc. (DKS) maintained its adjusted earnings and net sales guidance for the full-year 2026. For fiscal 2026, the company now projects earnings in a range of $13.27 to 14.27 per share and adjusted earnings in a range of $13.50 to 14.50 per share on net sales between $22.1 b...
(RTTNews) - While reporting financial results for the first quarter on Wednesday, sporting goods retailer DICK'S Sporting Goods Inc. (DKS) maintained its adjusted earnings and net sales guidance for the full-year 2026. For fiscal 2026, the company now projects earnings in a range of $13.27 to 14.27 per share and adjusted earnings in a range of $13.50 to 14.50 per share on net sales between $22.1 billion and $22.4 billion. Previously, the company expected earnings in the range of $13.70 to 14.70 per share and adjusted earnings in the range of $13.50 to 14.50 per share on net sales between $22.1 billion and $22.4 billion. On Tuesday, the Company's Board of Directors authorized and declared a quarterly dividend in the amount of $1.25 per share on the Company's common stock and Class B common stock, payable in cash on June 26, 2026 to stockholders of record at the close of business on June 12, 2026. In Wednesday's pre-market trading, DKS is trading on the NYSE at $228.00, down $6.14 or 2.62 percent. For more earnings news, earnings calendar, and earnings for stocks, visit rttnews.com The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Henrik Sorensen/DigitalVision via Getty Images On the May 7, 2026, earnings call , Applied Optoelectronics ( AAOI ), one of the few US-listed optical transceiver suppliers with its own indium phosphide laser fab on US soil (sorry for the mouthful), told the Street something that I really wanted to hear in the middle of a demand cycle. Production capacity is the binding constraint on 2026 revenue, ...
Henrik Sorensen/DigitalVision via Getty Images On the May 7, 2026, earnings call , Applied Optoelectronics ( AAOI ), one of the few US-listed optical transceiver suppliers with its own indium phosphide laser fab on US soil (sorry for the mouthful), told the Street something that I really wanted to hear in the middle of a demand cycle. Production capacity is the binding constraint on 2026 revenue, and demand is running well ahead of what they can ship. CEO Thompson Lin put 2026 demand at roughly $1.4 - $1.5 billion against an FY 2026 guidance of around $1.1 billion. To be clear, AAOI is anything but a deep value, undiscovered play in the optics theme. Guidance Terminal As seen above, the stock has already moved hard, from under $2 in early 2023 to a $233.67 intraday high on May 13, 2026, making it a very rare 100+ bagger in just 3 years. After the latest earnings release, sell-side views are now split. Rosenblatt named AAOI a top pick and raised its price target to $220 on May 8. However, B. Riley moved the other way in tone, raising its target to $129 from $54 after Q1 but keeping a neutral rating, citing the back-half-loaded 800G ramp and reliance on customer forecasts. I am not surprised in the slightest. This is a stock that is up 420% YTD. On top of that, insider selling has also been clustered around the stock’s sharp move higher, although part of that appears to be tied to Rule 10b5-1 plans or equity vesting, rather than cluster selling after a pop. Secform4 Also, don’t forget about the new $600 million ATM program with Raymond James and Needham, announced on May 14. To be clear, the company is not obligated to sell shares, but the facility gives management the ability to issue equity opportunistically, especially now that the stock trades at sky-high levels. This sounds like a bear case so far. Let me be clear: I am anything but a bear on AAOI. Why? Between March and early April 2026, AAOI announced more than $324 million of new 800G and 1.6T orders tied to m...
欧洲央行副行长Luis de Guindos表示,欧洲央行在决定下个月是否加息时,应仔细审视伊朗战争对经济造成的压力有多严重。 这位西班牙官员表示,在有21个成员国的欧元区,尽管通胀对能源成本飙升迅速作出反应,但经济增长受到的影响需要更长时间才会显现。他说,政策制定者不能忽视这种滞后效应。 “我们必须考虑对增长的影响,”任期将于5月底结束的Guindos周三表示。“如果你看软指标、信心指标,这些指...
The technical Wall Street term for investors short-selling space stocks right now is “getting your face ripped off.” Shares of commercial space companies are on fire lately. Coming into Wednesday trading, shares of Rocket Lab and AST SpaceMobile to name two, were up 74% and 55%, respectively, over the past month, leaving them both up more than 380% over the past 12 months.
The technical Wall Street term for investors short-selling space stocks right now is “getting your face ripped off.” Shares of commercial space companies are on fire lately. Coming into Wednesday trading, shares of Rocket Lab and AST SpaceMobile to name two, were up 74% and 55%, respectively, over the past month, leaving them both up more than 380% over the past 12 months.
Irish writer-director John Carney brilliantly brings together Rudd’s washed up wedding-singer and Jonas’s insecure ex-boyband superstar Once again, Irish writer-director John Carney delivers an aspartame rush of enjoyment with this terrific comedy of bromance and betrayal in the world of music, starring Nick Jonas (from the Jonas Brothers) as Danny Wilson, a preeningly insecure ex-boyband supersta...
Irish writer-director John Carney brilliantly brings together Rudd’s washed up wedding-singer and Jonas’s insecure ex-boyband superstar Once again, Irish writer-director John Carney delivers an aspartame rush of enjoyment with this terrific comedy of bromance and betrayal in the world of music, starring Nick Jonas (from the Jonas Brothers) as Danny Wilson, a preeningly insecure ex-boyband superstar trying to go solo and searching for a hit single, and Paul Rudd as Rick Power, a washed up wedding-singer who rashly plays Danny a catchy song he’s been working on. Power Ballad is about making it and dreaming big, about every busker never giving up on hopes of one day being mega. But as so often with Carney, it’s about something else, usually left unacknowledged in movies about music or any sort of showbusiness: the terrible binary of success and failure. For every star there is an invisible army of losers, the sad cases who used to be the star’s home town friends or early collaborators and have a lifelong task ahead of them coming to terms with not making it. In the bitter words of Les McQueen , rhythm guitarist for failed 70s group Crème Brulee on TV’s The League of Gentlemen: “It’s a shit business …” Continue reading...
For the first time in decades the person sitting behind the desk in the wood-panelled office of Hackney’s imposing art deco town hall is not a Labour politician. Zoë Garbett was elected as the east London borough’s first Green party mayor in this month’s local elections, surfing a wave of support which resulted in the party winning more than 500 seats, taking control of five councils and winning t...
For the first time in decades the person sitting behind the desk in the wood-panelled office of Hackney’s imposing art deco town hall is not a Labour politician. Zoë Garbett was elected as the east London borough’s first Green party mayor in this month’s local elections, surfing a wave of support which resulted in the party winning more than 500 seats, taking control of five councils and winning two mayoralties. But even amid a celebratory national picture, the results in Hackney, one of the Labour party’s longtime strongholds in the capital, stood out. Not only did Garbett secure the mayoralty, the party jumped from four councillors to 40. At the same time, the Labour block slid from 50 seats in 2022 to nine. “Before the election, I was saying it’s going to be really different this time, there is going to be a different landscape in London,” says Garbett, an increasingly familiar figure in the borough with her pink fringe and ready smile. “But I genuinely did not think it would be to this scale.” Now, the hard work of local government looms. Hackney is one of the most diverse areas in the country, with around half its residents from black and global majority groups, according to the council. Life expectancy is below the national average and although there are pockets of wealth as some neighbourhoods gentrify, the English indices of deprivation report found it was the second-worst area in the country for child deprivation. The council has an annual budget of about £2bn and Garbett’s team is responsible for services from housing to inequality, adult social care and transport. View image in fullscreen Zoë Garbett speaking after being declared the winner of the Hackney mayoral election. Photograph: Yui Mok/PA “It is all sinking in still,” says Garbett, 39. “But we are now getting to the real practical stuff of how are we going to deliver these things, and to be honest, I think I’ve been itching to do that for a long time.” A self-described “local government obsessive”,...
This year, I’m an ambassador for Cole & Mason, a British brand that makes some of the best pepper mills I know and for whom I’ve come up with The Art of Seasoning, a recipe series about my approach to seasoning food. It covers both the basics, including the impact of different salts and peppers, as well as innovative ways to use seasoning, such as in Eton mess and today’s posset. Strawberries have...
This year, I’m an ambassador for Cole & Mason, a British brand that makes some of the best pepper mills I know and for whom I’ve come up with The Art of Seasoning, a recipe series about my approach to seasoning food. It covers both the basics, including the impact of different salts and peppers, as well as innovative ways to use seasoning, such as in Eton mess and today’s posset. Strawberries have a pretty short shelf life, but even when they’re a bit squishy, they can still be turned into something delicious, be that a topping for your morning porridge or this simple, rich and seasonal dessert. Strawberry, basil and black pepper posset This recipe takes advantage of one of my favourite unexpected flavour combinations: strawberries, basil and black pepper, and transforms past-their-best strawberries into a decadent dessert. The base is made by turning squishy strawberries into a simple compote to preserve them. I like to use honey here, not least because it feels healthier than white sugar, but also because it helps the compote keeps the fruit’s brilliant red colour. Excess strawberry tops, meanwhile, can be washed and steeped with an optional basil sprig to make tea: simply infuse for five minutes, then strain. Serves 4 200g strawberries 4 tbsp honey 300ml double cream 4 peppercorns 45ml fresh lemon juice, plus some finely grated zest if the fruit’s unwaxed, to taste To serve (all optional and to taste) Shortbread Basil leaves Fresh strawberries Freshly cracked black pepper Cut any green tops off the strawberries, then cut each fruit in half. Put the strawberries in a small saucepan with a tablespoon of the honey, bring slowly to a boil, then turn off the heat and mash the fruit with a fork. Pour the cream into another small saucepan, add the peppercorns, the stem of a sprig of basil, half the mashed strawberries and two tablespoons of honey, then bring up to a simmer on a low heat. Cook for five minutes, stirring all the while, then take off the heat and leave to ...
A wave of AI-generated deepfakes and fake endorsements has pushed Indian celebrities, from cricket stars to Bollywood actors, towards the courts seeking stronger protection for their name, image, voice and likeness. Lawyers say the litigation has exposed a widening gap in Indian law, with courts increasingly recognising personality rights even though the country lacks a dedicated statute to enforc...
A wave of AI-generated deepfakes and fake endorsements has pushed Indian celebrities, from cricket stars to Bollywood actors, towards the courts seeking stronger protection for their name, image, voice and likeness. Lawyers say the litigation has exposed a widening gap in Indian law, with courts increasingly recognising personality rights even though the country lacks a dedicated statute to enforce them. The campaign gained momentum last December, when Indian cricket legend Sunil Gavaskar secured a court order restraining multiple platforms from the unauthorised use of his name, likeness and voice through AI technologies. Advertisement The decision, which broadened India’s legal scope around celebrity rights, has also intensified calls for a dedicated personality rights law that could curb the misuse of technologies such as artificial intelligence. Gavaskar approached the Delhi High Court over misleading social media posts, the illegal sale of unauthorised merchandise and disparaging digital content, including obscene material, which he said threatened to damage his credibility as an iconic cricketer and commentator. Advertisement Gavaskar became the first Indian sportsperson to secure court-backed protection for his personality and publicity rights, and several public figures, from politicians to Bollywood actors, have since approached the courts on similar grounds.
Bath & Body Works (BBWI) came out with quarterly earnings of $0.32 per share, beating the Zacks Consensus Estimate of $0.29 per share. This compares to earnings of $0.49 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +10.80%. A quarter ago, it was expected that this owner of Victoria's Secret, Bath & Body Works and...
Bath & Body Works (BBWI) came out with quarterly earnings of $0.32 per share, beating the Zacks Consensus Estimate of $0.29 per share. This compares to earnings of $0.49 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +10.80%. A quarter ago, it was expected that this owner of Victoria's Secret, Bath & Body Works and other chain stores would post earnings of $1.77 per share when it actually produced earnings of $2.05, delivering a surprise of +15.82%. Over the last four quarters, the company has surpassed consensus EPS estimates two times. Bath & Body Works, which belongs to the Zacks Retail - Miscellaneous industry, posted revenues of $1.38 billion for the quarter ended April 2026, surpassing the Zacks Consensus Estimate by 1.01%. This compares to year-ago revenues of $1.42 billion. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Bath & Body Works shares have lost about 11.7% since the beginning of the year versus the S&P 500's gain of 9.8%. What's Next for Bath & Body Works? While Bath & Body Works has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has a...
is features writer with five years of experience covering the companies that shape technology and the people who use their tools. How newsrooms should use AI — or if they should at all — has been a recurrent debate within the media industry over the last several years. Increasingly, these rules are being hammered out at the bargaining table between unions and publishers. Right now, employees at Th...
is features writer with five years of experience covering the companies that shape technology and the people who use their tools. How newsrooms should use AI — or if they should at all — has been a recurrent debate within the media industry over the last several years. Increasingly, these rules are being hammered out at the bargaining table between unions and publishers. Right now, employees at The New York Times are gearing up for a fight. Unionized staff with the Tech Guild say Times management has refused to provide the union with information related to how the company has used AI, its plans for AI use in the future, and how it will affect employees’ jobs and workflow. (The union filed an unfair labor practice charge earlier this month.) The Tech Guild, a NewsGuild of New York unit of around 700 software engineers, designers, product and project managers, and data analysts, also filed grievances saying Times management violated their collective bargaining agreement when it started using two internal AI tools that track and evaluate employee performance and activity. One of the AI tools, called DX, advertises itself as an engineering productivity tool that lets companies track employees’ output, generative AI use, and efficiency, among other metrics. DX was originally announced internally as a way to improve the developer experience, says Ben Harnett, a software engineer at the Times and chair of the unit’s generative AI committee. The goal, at least according to Times management, was to measure the company as a whole. Over the last few months, though, the DX data has become more personalized, with benchmarks being applied to individuals, Harnett says. “Now people in disciplinary situations are suddenly having read back to them, ‘You only did one [pull request] per week, per whatever, and that’s 25 percent below industry standard,’” Harnett says. He is concerned that the blanket metrics flatten all work the unit members do and erase the nuance of engineering into ...
is The Verge’s senior AI reporter. An AI beat reporter for more than five years, her work has also appeared in CNBC, MIT Technology Review, Wired UK, and other outlets. On Monday, Pope Leo XIV unveiled an encyclical letter addressing the societal implications of artificial intelligence. The letter, titled Magnifica Humanitas, warned that the “use of AI is never a purely technical matter: when it e...
is The Verge’s senior AI reporter. An AI beat reporter for more than five years, her work has also appeared in CNBC, MIT Technology Review, Wired UK, and other outlets. On Monday, Pope Leo XIV unveiled an encyclical letter addressing the societal implications of artificial intelligence. The letter, titled Magnifica Humanitas, warned that the “use of AI is never a purely technical matter: when it enters processes that affect people’s lives, it touches on rights, opportunities, status and freedom.” Alongside him was Anthropic cofounder and interpretability team lead Christopher Olah, representing a partnership between the Catholic Church and one of the biggest players in AI. The letter elicited a wide range of reactions from in and around the tech industry. Nearly everyone believed the document would be influential. Some critics questioned whether it went far enough, and others believed it should have discussed artificial general intelligence (AGI), which many companies insist is imminent. Still others thought the pope was spot-on. “It was a pretty clear subtweet of big tech CEOs who are out here blatantly declaring that they’re eliminating staff to replace ‘lower-value human capital’ with AI, and who are also buying their way into the political rooms where it happens in order to write the rules in their favor,” said Sacha Haworth, executive director of the Tech Oversight Project. The pope’s encyclical comes amid a backlash to AI’s growing power. Six in 10 US adults feel they have “little to no control” of how AI is used in their everyday lives, protests against the construction of data centers are increasingly common, and some people have even attempted attacks on AI CEOs themselves. As Olah’s appearance suggests, the pope’s missive describes AI as a technology that can have positive applications, and its tone earned mixed reactions. “I’m glad it’s critical of the AI companies though I think it should be more so,” Daniel Kokotajlo, an AI researcher and former OpenAI ...
is a senior reviewer with over a decade of experience writing about consumer tech. She has a special interest in mobile photography and telecom. Previously, she worked at DPReview. Posts from this author will be added to your daily email digest and your homepage feed. I had one ask for friends, colleagues, the lady checking me in for a meeting at a large software company’s headquarters, and everyo...
is a senior reviewer with over a decade of experience writing about consumer tech. She has a special interest in mobile photography and telecom. Previously, she worked at DPReview. Posts from this author will be added to your daily email digest and your homepage feed. I had one ask for friends, colleagues, the lady checking me in for a meeting at a large software company’s headquarters, and everyone else who stopped to admire the phone I’ve been carrying around. “Pet it.” The Razr Ultra is not your average phone. I got the orient blue color option to test, which has a soft, woven back panel made of Alcantara fabric — which you’re more likely to find on the seats of a fancy car. I can’t stop petting it. I’m worried about how it’ll look after spending years in and out of dusty tote bags and my kid’s grubby hands, but after a couple of weeks of testing it hasn’t picked up any gunk or dirt that I haven’t been able to brush off. Then there’s the above-average price. The Razr Ultra costs $1,499, which buys a well-equipped flip phone. I still think calling this phone an “Ultra” is a little too strong. You won’t get all of the trappings of a regular top-tier phone, like a telephoto camera, embedded magnets for Qi2 charging (just plain wireless charging), and full dust resistance. You pay for the privilege of the hinge and a seriously nice-looking (and -feeling) phone. The pettable back panel isn’t even my favorite upgraded feature on the 2026 Ultra, which surprised me. It’s the battery. It has a 5,000mAh capacity, up from 4,700mAh on last year’s model. It manages to accommodate a battery with a capacity usually found on the biggest of big slab phones, even though it has to make room for a whole-ass hinge. Motorola can pull this off because it’s using silicon-carbon batteries, which provide higher capacity in the same amount of space a traditional lithium-ion battery takes up. In practice, this meant I got comfortable committing battery crimes that I’d normally avoid with a ...
Emerging markets are central to the global sustainability transition and increasingly at the forefront of innovation in sustainable finance, from debt-for-food swaps to biodiversity-linked sovereign bonds. On this week’s episode of the ESG Currents podcast, Nicolas Jaquier, a portfolio manager on the emerging markets fixed income team at Ninety One, where he co-manages the Emerging Market Sustaina...
Emerging markets are central to the global sustainability transition and increasingly at the forefront of innovation in sustainable finance, from debt-for-food swaps to biodiversity-linked sovereign bonds. On this week’s episode of the ESG Currents podcast, Nicolas Jaquier, a portfolio manager on the emerging markets fixed income team at Ninety One, where he co-manages the Emerging Market Sustainable Blend strategy, joins Bloomberg Intelligence’s Chris Ratti and Grace Osborne. They discuss the r
TORONTO, May 27, 2026 (GLOBE NEWSWIRE) -- NowVertical Group Inc. (TSX-V: NOW) (“NOW” or the “Company”), a leader in AI-driven data solutions, announces financial results for its first fiscal quarter ended March 31, 2026. Unless otherwise specified, all dollar amounts are expressed in U.S. dollars. Management will host an investor webinar at 11:00 AM ET (8:00 AM PT) on Wednesday May 27th, to discus...
TORONTO, May 27, 2026 (GLOBE NEWSWIRE) -- NowVertical Group Inc. (TSX-V: NOW) (“NOW” or the “Company”), a leader in AI-driven data solutions, announces financial results for its first fiscal quarter ended March 31, 2026. Unless otherwise specified, all dollar amounts are expressed in U.S. dollars. Management will host an investor webinar at 11:00 AM ET (8:00 AM PT) on Wednesday May 27th, to discuss the Company’s financial and business results. "Our priorities over the past several quarters have been delivering consistent revenue and Adjusted EBITDA while progressively improving the quality of the underlying revenue mix, and Q1 2026 continues that trajectory," said Sandeep Mendiratta, Chief Executive Officer of the Company. "In Q1 2026, our Top 30 Strategic Accounts grew 9% from Q1 2025 and now represent 73% of total revenue, up from 62% in Q1 2025. Google Cloud revenue grew 84% to $2.7 million in Q1 2026 compared to Q1 2025, and Integration revenue grew 58% to $1.9 million in Q1 2026 compared to Q1 2025. As these higher-margin areas accelerate, lower-margin reselling revenue continues to roll off, which is exactly the shift in mix we have been working toward. Operationally, our focus remains consistent: connecting customer and finance data to measurable outcomes, proving value early, and scaling through AI-enhanced delivery. With NowUnlock now live and our recognition as Google Cloud Data & Analytics Partner of the Year for Latin America for the second consecutive year, we are executing this model with discipline as we move through 2026." Selected Financial Highlights for the Three Months ended March 31, 2026: Revenue was $9.7 million in the three months ended March 31, 2026 (“ Q1 2026 ”), a 6% decrease from $10.4 million for the three months ending March 31, 2025 (“ Q1 2025 ”), due to a decrease in Brazil license and maintenance reselling revenue. was $9.7 million in the three months ended March 31, 2026 (“ ”), a 6% decrease from $10.4 million for the three months ...
LAKEWOOD, Colo., May 27, 2026 (GLOBE NEWSWIRE) -- Mesa Laboratories, Inc. (NASDAQ:MLAB) (“Mesa” or “the Company”), a global leader in the design and manufacture of life science tools and critical quality control solutions, today announced results for its fourth fiscal quarter (“4Q26”) and fiscal year (“FY26”) ended March 31, 2026 (amounts in thousands). 4Q26 Financial Summary – (comparisons are ve...
LAKEWOOD, Colo., May 27, 2026 (GLOBE NEWSWIRE) -- Mesa Laboratories, Inc. (NASDAQ:MLAB) (“Mesa” or “the Company”), a global leader in the design and manufacture of life science tools and critical quality control solutions, today announced results for its fourth fiscal quarter (“4Q26”) and fiscal year (“FY26”) ended March 31, 2026 (amounts in thousands). 4Q26 Financial Summary – (comparisons are versus the same prior year period) Revenues increased 2.6% Non-GAAP organic and core organic revenues 1 growth was 2.6% and (0.6)%, respectively growth was 2.6% and (0.6)%, respectively Operating income increased 87% to $2,748 Non-GAAP adjusted operating income (“AOI”) excluding unusual items 2 increased 49.2% and was 28.7% as a percentage of revenues increased 49.2% and was 28.7% as a percentage of revenues Repaid $14,700 of debt and reduced Total Net Leverage Ratio3 to 2.11 Full FY26 Financial Summary – (comparisons are versus the prior fiscal year) Revenues increased 3.4% Non-GAAP organic and core organic revenues growth was 3.4% and 1.2%, respectively Operating income increased 13.3% to $18,511 Non-GAAP adjusted operating income excluding unusual items increased 11.9% and was 25.5% as a percentage of revenues We operate a diversified business across four divisions: Sterilization and Disinfection Control (“SDC”), Biopharmaceutical Development (“BPD”), Calibration Solutions (“CS”), and Clinical Genomics (“CG”). Executive Commentary (amounts in thousands) “As announced in March, I am in the middle of my onboarding journey as I am conducting my first 100 days review of the businesses since joining Mesa on April 13. I want to share that I am even more excited today than the day I joined. The Mesa diversified platform has tremendous potential to create shareholder value while delivering on our promise to Protect the Vulnerable. Upon completion of my 100-day review of our business, I am looking forward to begin meeting with our shareholders and discussing my vision for the Compa...
Maksim Safaniuk/iStock via Getty Images Co-authored by Kody's Dividends In the world of income investing, there’s a traditional trade-off that most participants accept as gospel: You can have a massive starting yield, or you can have double-digit percentage payout growth, but you rarely get both. When a high-yielding asset simultaneously offers high-income growth, this gets our attention. That bri...
Maksim Safaniuk/iStock via Getty Images Co-authored by Kody's Dividends In the world of income investing, there’s a traditional trade-off that most participants accept as gospel: You can have a massive starting yield, or you can have double-digit percentage payout growth, but you rarely get both. When a high-yielding asset simultaneously offers high-income growth, this gets our attention. That brings us to our focus for today, which is an investment-grade partnership in the energy infrastructure space defying this conventional wisdom. It offers a viable yield approaching 8% and is backed by a multi-year plan for 12.5% distribution hikes. All the while, units look to be marginally discounted. Of course, we’re talking about MPLX LP ( MPLX ). When we last covered MPLX with a "Buy" rating in February , we liked its focus on natural gas and NGL capex. The company’s BBB S&P credit rating was another positive. Significant distribution growth potential was yet another plus. Lastly, units were trading in line with our fair value estimate. Three months later, we’re adjusting to a "Hold" rating. With big projects coming online soon, MPLX’s growth will be back-weighted to the second half of 2026. The total debt to LTM adjusted EBITDA ratio of 3.7x continues to support its investment-grade credit profile. As its projects are placed into service, the partnership’s leverage ratio should revert to its long-term target of 3.5x to conclude 2026. Distribution coverage is solid, with room for improvement as the year progresses. Sealing the deal on our hold case, however, is that units are priced just above our fair value estimate. Major Growth Projects Remain on Schedule MPLX Q1 2026 Earnings Press Release On May 5, MPLX shared its earnings report for the first quarter ended Mar. 31, 2026. The company’s total operating revenue decreased by 2.8% year-over-year to $3.04 billion during the quarter. That came up $50 million short of Seeking Alpha’s analyst consensus in the quarter. At firs...
Ceri Breeze/iStock Editorial via Getty Images The past few months have been very difficult for Uber ( UBER ) investors as the equity market is pushing above its all-time highs and the AI-oriented investment theme is sweeping across investors returns. In this environment, the narrative around UBER has fizzled out, and the optimism from the 2023-2024 period has now given way to a more sober look by ...
Ceri Breeze/iStock Editorial via Getty Images The past few months have been very difficult for Uber ( UBER ) investors as the equity market is pushing above its all-time highs and the AI-oriented investment theme is sweeping across investors returns. In this environment, the narrative around UBER has fizzled out, and the optimism from the 2023-2024 period has now given way to a more sober look by investors. Average daily trading volumes have also been somewhat lower, as the company is no longer among the most hyped and exciting names on Wall Street. However, just as the narrative is shifting, UBER as a company is continuing to scale up for profitability, and the stock is becoming increasingly attractive from a valuation point of view. On a price-to-cash-flow basis, UBER now trades at one of its lowest levels ever, with a price-to-cash-flow multiple on a trailing-twelve-month basis of just slightly above 14. On a forward basis, UBER trades at an even lower level of 12 times cash flow . prepared by the author, using data from Seeking Alpha and Quarterly Earnings Releases While the narrative around Uber is not as exciting as it used to be, expected revenue growth of the company is still in the mid-teens. Seeking Alpha More importantly, the company's profitability continues to improve, and scaling up the delivery business could create a long-lasting tailwind for shareholders. Profitability Creeping Up In recent years, Uber's GAAP profitability has been gradually creeping up, and from a loss-making entity, the company has just recently reported a quarterly operating income of almost $2 billion as both topline and profitability came at the high end of the previously provided guidance. prepared by the author, using data from Seeking Alpha and Quarterly Earnings Releases Cash flow from operations has been following a similar trajectory, and as a result, Uber's management has begun to buy back shares at an increasingly aggressive pace. Doing so at ever-decreasing multiples i...
Micron Biomedical Elizabeth Holmberg brings extensive experience in capital formation, strategic partnerships, and scaling innovative healthcare companies to her role as Micron’s Chief Financial Officer ATLANTA, May 27, 2026 (GLOBE NEWSWIRE) -- Micron Biomedical , a clinical-stage biotechnology company advancing needle-free vaccines and therapeutics, today announced the appointment of Elizabeth Ho...
Micron Biomedical Elizabeth Holmberg brings extensive experience in capital formation, strategic partnerships, and scaling innovative healthcare companies to her role as Micron’s Chief Financial Officer ATLANTA, May 27, 2026 (GLOBE NEWSWIRE) -- Micron Biomedical , a clinical-stage biotechnology company advancing needle-free vaccines and therapeutics, today announced the appointment of Elizabeth Holmberg as Chief Financial Officer as part of the company’s efforts toward commercialization of its proprietary needle-free drug delivery platform and products. Earlier this month, the company celebrated the grand opening of its commercial-scale manufacturing site in Georgia. “Micron is at a pivotal juncture where strong clinical data, market demand and manufacturing infrastructure have set the foundation for us to bring our dissolvable microarray vaccine and therapeutic technology into pivotal studies, FDA approval and commercial availability so that we can make life-changing innovations accessible,” said Steven Damon, Chief Executive Officer of Micron Biomedical. “With the appointment of Elizabeth Holmberg as Micron’s Chief Financial Officer we are poised to build on her decades of strategic partnering and commercialization experience in lifesaving inhaled therapeutics to bring vaccines and therapeutics to patients without needles, without pain and without the complexities of manufacturing, storing, transporting and administering medications with needles and syringes.” Elizabeth Holmberg CFO of Micron Biomedical Holmberg joins Micron Biomedical with more than 30 years of financial leadership experience in biotechnology, medical device, and pharmaceutical companies, where she has consistently helped organizations secure capital, build scalable infrastructure, negotiate transformative strategic partnerships, and prepare for commercialization and public markets. Most recently, Holmberg served as Chief Financial Officer of Third Pole Therapeutics, where she built the company’s...
Nvidia (NVDA 0.38%) has been at the forefront of the growth related to artificial intelligence (AI), and CEO Jensen Huang is seeing many trends play out. The exciting opportunities in AI are why he remains optimistic about the company's continued growth. There's one area of AI that he's particularly excited about, which he says is causing overall demand to go parabolic, and that's agentic AI. Why ...
Nvidia (NVDA 0.38%) has been at the forefront of the growth related to artificial intelligence (AI), and CEO Jensen Huang is seeing many trends play out. The exciting opportunities in AI are why he remains optimistic about the company's continued growth. There's one area of AI that he's particularly excited about, which he says is causing overall demand to go parabolic, and that's agentic AI. Why agentic AI is key to overall demand Agentic AI is the process by which AI can take on complex, multi-step processes and procedures. It's no longer about a single question-and-answer type of query users might have with a chatbot, in search of a simple answer. With Agentic AI, users can now ask an AI to research a topic, analyze it, summarize it, and then provide the results in a particular format back to the person who requested it. This is the type of AI that can transform and eliminate common everyday tasks. Huang says that "AI can now do productive and valuable work." That really is the key for companies, which can now see a tangible benefit to AI. I've seen it work incredibly well: I put in a request for the AI to pull historical quarterly financial results for a stock by directing it to look at a company's press releases, then summarize the data in a table. For the average office worker, the task could have taken well over an hour, given how tedious it was, and AI did it in a few minutes. These are the game-changing "aha" moments for businesses where they see the real payoff from AI. It's no longer using it just to find answers to questions, but in deploying AI to complete tasks that a user might normally do. Expand NASDAQ : NVDA Nvidia Today's Change ( -0.38 %) $ -0.81 Current Price $ 214.52 Key Data Points Market Cap $5.2T Day's Range $ 212.00 - $ 218.18 52wk Range $ 132.92 - $ 236.54 Volume 82.6K Avg Vol 167.1M Gross Margin 74.15 % Dividend Yield 0.02 % If AI demand is going parabolic, is Nvidia's stock a no-brainer buy? A surge in AI demand can mean continually stro...