Earnings Call Insights: Flowers Foods (FLO) Q1 2026 Management view CEO and Chairman of Board Ryals McMullian said the quarter featured “softer top-line trends,” while the company “deliver[ed] bottom line results ahead of expectations,” and continued “the comprehensive review of our brand portfolio, supply chain and financial strategy.” (CEO & Chairman of Board A. McMullian) McMullian highlighted ...
Earnings Call Insights: Flowers Foods (FLO) Q1 2026 Management view CEO and Chairman of Board Ryals McMullian said the quarter featured “softer top-line trends,” while the company “deliver[ed] bottom line results ahead of expectations,” and continued “the comprehensive review of our brand portfolio, supply chain and financial strategy.” (CEO & Chairman of Board A. McMullian) McMullian highlighted a portfolio tilt toward core brands and Better For You, saying Flowers executed “our nationwide relaunch of Nature's Own,” saw “positive trends in premium bread and cake categories,” and faced “ongoing softness in the traditional loaf category where we underperformed in the quarter.” (CEO & Chairman of Board McMullian) CFO Diego Scaglione described a commodity posture that is largely protected for the rest of the year, stating, “we're virtually fully hedged for the balance of the year on the commodities in the program,” while calling out unexpected pressure tied to oil’s downstream effects: “the impact of the price of oil has had on our distribution and resin, which has significantly impacted our packaging costs.” (Chief Financial Officer Diego Scaglione) Outlook The company reiterated its full-year view despite new cost headwinds, with Scaglione saying the oil-related impacts are “all baked into our reaffirmation of guidance.” (Chief Financial Officer Scaglione) Scaglione said management is not assuming a near-term volume rebound: “We don't guide to volume, but our guidance assumes easier volume comps as we progress through the year… we don't expect a recovery necessarily from a volume perspective.” (Chief Financial Officer Scaglione) Management tied confidence in reaffirming guidance to specific back-half initiatives, including “the Nature's Own relaunch,” “expansion of half loaf with variety… coming out in the back half of the year,” and “continued growth in our snack and Better For You options,” while also flagging “near-term margin pressure” from commodity increases. (...
Bond traders are fully pricing in an interest-rate hike by the Federal Reserve this year, a sign of conviction in the market that incoming Chair Kevin Warsh will need to move quickly to combat inflation. Traders boosted their bets for higher rates on Friday after Fed Governor Christopher Waller said he supports making clear the central bank’s next interest-rate move is just as likely to be an incr...
Bond traders are fully pricing in an interest-rate hike by the Federal Reserve this year, a sign of conviction in the market that incoming Chair Kevin Warsh will need to move quickly to combat inflation. Traders boosted their bets for higher rates on Friday after Fed Governor Christopher Waller said he supports making clear the central bank’s next interest-rate move is just as likely to be an increase as a cut. Interest-rate swaps imply that the market sees the Fed’s benchmark rate at least 25 basis points higher by the end of 2026. It’s a complete turnaround from earlier this year, when President Trump’s selection of Warsh to lead the Fed inspired Wall Street to bet on several rate reductions in 2026. Traders quickly re-calibrated those wagers after the US and Israel attacked Iran in late February. For more on the inflation outlook, we speak with Kathy Bostjancic, Senior Vice President & Chief Economist at Nationwide. (Source: Bloomberg)
Wishbone Management reported a full exit from Lightspeed Commerce (NYSE:LSPD) as of its May 14, 2026, SEC filing, with an estimated $27.96 million sale based on quarterly average pricing. According to a May 14, 2026, SEC filing , Wishbone Management sold its entire 2,800,000-share stake in Lightspeed Commerce (NYSE:LSPD) during the first quarter of 2026. The estimated transaction value was $27.96 ...
Wishbone Management reported a full exit from Lightspeed Commerce (NYSE:LSPD) as of its May 14, 2026, SEC filing, with an estimated $27.96 million sale based on quarterly average pricing. According to a May 14, 2026, SEC filing , Wishbone Management sold its entire 2,800,000-share stake in Lightspeed Commerce (NYSE:LSPD) during the first quarter of 2026. The estimated transaction value was $27.96 million, calculated using the average closing price for the quarter. The move eliminated the position, which had previously represented a significant portion of the fund's assets. Lightspeed Commerce is a technology company specializing in commerce-enabling software and integrated payment solutions for small and midsize enterprises. The company leverages a scalable SaaS business model to deliver recurring revenue and operational efficiency for its clients. Its broad international footprint and comprehensive product suite position it as a competitive provider in the retail and hospitality technology market. Continue reading
Best Buy (BBY) is expected to report in-line comparable sales for the first quarter and issue a cons Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.
Best Buy (BBY) is expected to report in-line comparable sales for the first quarter and issue a cons Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.
Yesterday, as you've probably heard, The Wall Street Journal reported on a Trump Administration plan to award $2 billion in grants to nine quantum computing companies -- D-Wave Quantum (NYSE: QBTS) among them -- and to take U.S. government equity stakes in the companies in return. D-Wave stock started moving one day before the announcement, then rocketed higher yesterday -- and higher again today....
Yesterday, as you've probably heard, The Wall Street Journal reported on a Trump Administration plan to award $2 billion in grants to nine quantum computing companies -- D-Wave Quantum (NYSE: QBTS) among them -- and to take U.S. government equity stakes in the companies in return. D-Wave stock started moving one day before the announcement, then rocketed higher yesterday -- and higher again today. Up 17.2% through 11:20 a.m. Friday, D-Wave shares have gained an astounding 66% in just three days of trading, and investors are wondering: Is any price too high to pay for this quantum computing stock? Now it's official Shortly after WSJ broke the story, the U.S. Department of Commerce confirmed that not only does it plan to award grants, but it has in fact already signed letters of intent to do so. Operating under the CHIPS and Science Act, Commerce will "support and accelerate critical research and manufacturing of technologies for the quantum ecosystem to ensure continued United States leadership and national security." Two quantum foundries, Globalfoundries (Nasdaq: GFS) and International Business Machines (NYSE: IBM), will receive $375 million and $1 billion, respectively. D-Wave and five others will receive $100 million apiece, and a ninth company will receive $38 million. Each of the seven non-foundry recipients will focus on specific technologies needed to build quantum computers. D-Wave in particular will focus on optimizing qubit counts and error rates to improve accuracy. Expand NYSE : QBTS D-Wave Quantum Today's Change ( 19.62 %) $ 5.05 Current Price $ 30.79 Key Data Points Market Cap $9.5B Day's Range $ 26.11 - $ 31.03 52wk Range $ 12.75 - $ 46.75 Volume 2.9M Avg Vol 28.3M Gross Margin 32.92 % What does this mean for D-Wave stock? Will even $100 million make D-Wave stock a winner, though? The company has burned more than $100 million over the last 12 months after all. Even if D-Wave gets everything it's allotted, this grant adds only one year to its lifespan....
The company has invested $2 billion to expand manufacturing at its Manassas, Virginia, facility to produce the crucial memory chip. A smartphone displays the logo of Micron Technology Inc. (Photo illustration by Cheng Xin/Getty Images) Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading......
The company has invested $2 billion to expand manufacturing at its Manassas, Virginia, facility to produce the crucial memory chip. A smartphone displays the logo of Micron Technology Inc. (Photo illustration by Cheng Xin/Getty Images) Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Micron said 1-alpha DRAM is the “most advanced memory ever produced in the United States.” As part of the expansion effort, more than 3,100 direct manufacturing and community jobs were created. The expansion is part of Micron’s $200 billion investment plan in the U.S. over several years. Micron Technology Inc. (MU) said Friday it began manufacturing a crucial memory chip at its Manassas, Virginia, facility as part of a multi-billion-dollar expansion to ramp up semiconductor production in the U.S. amid rising demand for artificial intelligence. The Crucial Memory Chip Read Next Loading... Loading... Micron said the expanded Virginia facility has begun producing 1α (1-alpha) DRAM, which it claims is the “most advanced memory ever produced in the United States.” “Micron's 1α node, the world's most advanced DDR4 technology, will quadruple the company's DDR4 wafer supply in Manassas, reinforcing a secure domestic source of long-lifecycle DDR4 and LP4 memory for customers,” the company stated. The announcement comes as the United States pours billions into producing chips domestically and establishing major semiconductor facilities across the country, amid a supply crunch for memory and related components driven by the aggressive AI infrastructure buildout. Micron Invests In The US Micron alone is planning to spend $200 billion in the U.S. over several years, and the latest expanded manufacturing in Virginia represents a $2 billion investment, creating more than 3,100 direct manufacturing and community jobs. The company said its manufacturing expansion will also help ...
It has been about a month since the last earnings report for Tesla (TSLA). Shares have added about 11.8% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Tesla due for a pullback? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent catalysts for Tesl...
It has been about a month since the last earnings report for Tesla (TSLA). Shares have added about 11.8% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Tesla due for a pullback? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent catalysts for Tesla, Inc. before we dive into how investors and analysts have reacted as of late. Tesla Q1 Earnings Beat on Vehicle Demand Rebound & Services Growth Tesla delivered first-quarter 2026 adjusted earnings of 41 cents per share, which increased 52% year over year and came ahead of the Zacks Consensus Estimate of 36 cents by 13.04%. Quarterly revenues rose 15.8% from the year-ago quarter to $22.39 billion and topped the Zacks Consensus Estimate of $21.92 billion by 2.12%, supported by higher vehicle deliveries and stronger Services and Other activity. TSLA Revenue Mix Tilts Toward Services and Software Automotive remained the largest contributor, with total automotive revenues of $16.23 billion. Within that, automotive sales were $15.47 billion, while regulatory credit revenues were $380 million, and automotive leasing contributed $381 million. Energy Generation and Storage revenues declined to $2.4 billion from $2.7 billion in the first quarter of 2025, while storage deployed was 8.8 GWh. The quarter’s growth profile was increasingly shaped by strong performance from the services division. Services and other revenues climbed to $3.75 billion from $2.64 billion in the first quarter of 2025, reflecting broader activity across paid Supercharging, service operations, used vehicles, insurance and the early scaling of Robotaxi-related offerings. The higher automotive ancillary sales, primarily driven by an increase in Full Self-Driving (Supervised) sales and subscriptions, also acted as a meaningful tailwind for the revenue mix. Tesla Deliveries Improve as Inventory Days Rise Tesla pro...
It has been about a month since the last earnings report for Tesla (TSLA). Shares have added about 11.8% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Tesla due for a pullback? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent catalysts for Tesl...
It has been about a month since the last earnings report for Tesla (TSLA). Shares have added about 11.8% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Tesla due for a pullback? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent catalysts for Tesla, Inc. before we dive into how investors and analysts have reacted as of late. Tesla Q1 Earnings Beat on Vehicle Demand Rebound & Services Growth Tesla delivered first-quarter 2026 adjusted earnings of 41 cents per share, which increased 52% year over year and came ahead of the Zacks Consensus Estimate of 36 cents by 13.04%. Quarterly revenues rose 15.8% from the year-ago quarter to $22.39 billion and topped the Zacks Consensus Estimate of $21.92 billion by 2.12%, supported by higher vehicle deliveries and stronger Services and Other activity. TSLA Revenue Mix Tilts Toward Services and Software Automotive remained the largest contributor, with total automotive revenues of $16.23 billion. Within that, automotive sales were $15.47 billion, while regulatory credit revenues were $380 million, and automotive leasing contributed $381 million. Energy Generation and Storage revenues declined to $2.4 billion from $2.7 billion in the first quarter of 2025, while storage deployed was 8.8 GWh. The quarter’s growth profile was increasingly shaped by strong performance from the services division. Services and other revenues climbed to $3.75 billion from $2.64 billion in the first quarter of 2025, reflecting broader activity across paid Supercharging, service operations, used vehicles, insurance and the early scaling of Robotaxi-related offerings. The higher automotive ancillary sales, primarily driven by an increase in Full Self-Driving (Supervised) sales and subscriptions, also acted as a meaningful tailwind for the revenue mix. Tesla Deliveries Improve as Inventory Days Rise Tesla pro...
hernan4429/iStock via Getty Images The Trade Desk: Mysterious Macroeconomic Headwinds Holding Them Back It was “agonizing” to see how The Trade Desk, Inc. ( TTD ) is still stuck in the doldrums as the market refuses to buy into the narrative that the company presented to us at its recent first-quarter earnings conference. I don't think I've heard enough from management to convince me that the Q2 d...
hernan4429/iStock via Getty Images The Trade Desk: Mysterious Macroeconomic Headwinds Holding Them Back It was “agonizing” to see how The Trade Desk, Inc. ( TTD ) is still stuck in the doldrums as the market refuses to buy into the narrative that the company presented to us at its recent first-quarter earnings conference. I don't think I've heard enough from management to convince me that the Q2 deceleration, based on its guidance, could be the worst that we should expect for this current season of pain. And then I started to hear certain ramblings that we heard before, talking about macroeconomic concerns and a certain slowdown in verticals, including autos and CPGs, that has dampened the spirits of the advertising industry. But when you refer to the recent earnings scorecard for Alphabet Inc. ( GOOGL ) ( GOOG ), for Meta Platforms, Inc. ( META ), and for Amazon.com, Inc. ( AMZN ), we simply don't see such a somber mood, right? Question about whether there could be other weaknesses outside of macroeconomic headwinds. (The Trade Desk Q1 2026 earnings conference) So what is it that is so unique about The Trade Desk's experience that it is not fully replicated by the rest of its peers? The disbelief was so distinct that an analyst on the call even highlighted related concerns about its underwhelming outlook. From my perspective, it did sound like, “Hey, for Q2, it looks like you guys are underperforming the industry. Is that right?” I think management is attempting a long shot here in trying to placate the market's concerns that the open internet narrative could be fragmenting. After all, we already know that the walled-garden thesis appears to have been strengthened as AI takes off. AI Is Strengthening The Walled Garden Competitiveness Google re-architects AI search (The New York Times) If you need a good example, just take a look at what Google is doing to its search. The Google search button that we are fond of will now give way to a fully loaded AI search that wil...
On behalf of our teams here at Playground Games and Turn 10 Studios, we want to extend a massive thank you to everyone who has played Forza Horizon 6. If this is your first time playing one of our games, welcome to the Forza community! We're thrilled to see so many of you enjoying the game and appreciating all the love and passion that our teams have put into it. Whether you're racing to obtain yo...
On behalf of our teams here at Playground Games and Turn 10 Studios, we want to extend a massive thank you to everyone who has played Forza Horizon 6. If this is your first time playing one of our games, welcome to the Forza community! We're thrilled to see so many of you enjoying the game and appreciating all the love and passion that our teams have put into it. Whether you're racing to obtain your next Wristband, cruising through Japan with your friends, participating in meetups and Horizon Play modes, building in EventLab or creating fresh liveries, we're grateful to have you with us at the Horizon Festival. While Forza Horizon 6 is now available worldwide on XBOX Series X|S and PC, we're not done yet. We've been watching the videos you create and reading your feedback online across all the different platforms you use, including Reddit, Steam and Discord, YouTube and Twitch, all the various social media sites, and of course, the Forza Feedback Portal.
In this article IONQ MU Follow your favorite stocks CREATE FREE ACCOUNT The Micron Technology offices in San Jose, California, Dec. 16, 2025. David Paul Morris | Bloomberg | Getty Images Quantum stocks jumped this week on news that the U.S. government was taking equity stakes in nine companies, including IBM , as President Donald Trump's administration continues to acquire shares of private sector...
In this article IONQ MU Follow your favorite stocks CREATE FREE ACCOUNT The Micron Technology offices in San Jose, California, Dec. 16, 2025. David Paul Morris | Bloomberg | Getty Images Quantum stocks jumped this week on news that the U.S. government was taking equity stakes in nine companies, including IBM , as President Donald Trump's administration continues to acquire shares of private sector companies . So where might the government take its shopping cart next? Traders on prediction market platform Kalshi are putting money on the question. Traders place 32% odds that IonQ will get a government stake in 2026. IonQ was one of the quantum computing companies that wasn't part of the Thursday announcement, but its stock still jumped more than 12% on the news. Shares then rose more than 7% on Friday. Also on the list is Anduril Industries, which traders give a 31% chance of getting a U.S. government stake this year. Anduril is a privately-owned defense technology company based in California. Last week, the company unveiled a new funding round that doubled its valuation to $61 billion . The Palmer Luckey company has worked with the Trump administration closely, including on the proposed " Golden Dome " missile defense system. Lastly, traders place 28% odds that Micron Technology gets a U.S. government stake. Shares of Micron have surged more than 160% in 2026 thanks to a memory shortage due to the artificial intelligence buildout. The contracts only are resolved to "yes" if an official announcement is made or verified by the company or a government agency." In August, around the same time when the U.S. stake in Intel was first revealed, there were reports that the government was considering taking a stake in Micron . However, that proposal didn't come to fruition, and the White House said it wouldn't seek stakes in chip companies increasing investment in the U.S. Representatives for Micron, Anduril and IonQ couldn't be immediately reached for comment. Disclosure: CNB...
There’s a solid argument for the European Central Bank to lift interest rates next month in response to the Iran war, according to outgoing Governing Council member Madis Muller . Policymakers are in a bind, with inflation having shot past the 2% target at the same time as the economy weakens, the Estonian central-bank chief said Friday in an interview in Ljubljana with Bloomberg Adria. But with c...
There’s a solid argument for the European Central Bank to lift interest rates next month in response to the Iran war, according to outgoing Governing Council member Madis Muller . Policymakers are in a bind, with inflation having shot past the 2% target at the same time as the economy weakens, the Estonian central-bank chief said Friday in an interview in Ljubljana with Bloomberg Adria. But with consumer prices the ECB’s primary focus, “there’s a good case to be made” for a rate hike next month, said Muller, whose term ends before that decision. “One should be concerned about such inflationary pressures becoming more persistent or more permanent.” Economists and investors are expecting a quarter-point increase in the deposit rate on June 11, with Muller’s Finnish counterpart Olli Rehn saying this week that acting may be needed to uphold the ECB’s credibility . In an interview earlier in the day, Malta’s central-bank head Alexander Demarco said the ECB will probably raise borrowing costs when it next meets to underline its commitment to deliver on its mandate. Beyond June, markets see a further one or two moves, though a rapid end to hostilities in the Middle East could yet relieve the situation around energy. ECB Hike Likely in June to Signal Focus on 2%, Demarco Says EU’s Dombrovskis Sees ECB Rate Response to Inflation Shock ECB Chief Says Inflation Expectations Remain On Target
Is it the end of fintech and investing apps as we know it? Atomic Invest CEO David Dindi joins Bloomberg Open Interest to talk about the future of finance and why it belongs to AI companions, not apps. He says investing apps could disappear within a decade as AI assistants manage portfolios for consumers. (Source: Bloomberg)
Is it the end of fintech and investing apps as we know it? Atomic Invest CEO David Dindi joins Bloomberg Open Interest to talk about the future of finance and why it belongs to AI companions, not apps. He says investing apps could disappear within a decade as AI assistants manage portfolios for consumers. (Source: Bloomberg)
Nebius Group (NBIS 0.52%) stock has set the market on fire over the past year, rising 5.3x in such a short time. The incredible hunger for artificial intelligence (AI) data center computing capacity has been a tailwind for Nebius' business, which explains the parabolic jump in its stock price. Nebius is a neocloud company that builds dedicated AI data centers and rents out computing capacity to cu...
Nebius Group (NBIS 0.52%) stock has set the market on fire over the past year, rising 5.3x in such a short time. The incredible hunger for artificial intelligence (AI) data center computing capacity has been a tailwind for Nebius' business, which explains the parabolic jump in its stock price. Nebius is a neocloud company that builds dedicated AI data centers and rents out computing capacity to customers. It also offers software development and management tools that allow customers to build, deploy, scale, and fine-tune AI applications. So, Nebius is more than just a landlord renting out AI data center compute. It is a full-stack infrastructure provider that aims to offer end-to-end solutions for customers looking to develop and deploy AI applications and enhance productivity. Not surprisingly, Nebius' business model is proving to be hugely successful, and investors have been buying this AI stock hand over fist, given its solid long-term growth potential. Let's look at the reasons why Nebius could make you substantially richer over the next three years. Nebius' business model should ensure terrific long-term growth Nebius is filling a key gap in the AI infrastructure ecosystem by building new data centers. Additionally, its software-focused offerings should ensure that customers renting compute capacity continue to spend more money with the company. Nebius' software stack allows customers to run inference tasks, build agentic AI applications, train models, and fine-tune models as per their requirements. Expand NASDAQ : NBIS Nebius Group Today's Change ( -0.52 %) $ -1.14 Current Price $ 218.79 Key Data Points Market Cap $55B Day's Range $ 213.52 - $ 221.84 52wk Range $ 34.72 - $ 233.73 Volume 163K Avg Vol 17.1M Gross Margin 7.48 % Customers purchasing tokens to run software-centric applications should ideally boost Nebius' margins and earnings over the long run. The good news is that the company's full-stack AI infrastructure strategy is reaping fruit. Its revenue in...