Key Points Miller Value Partners initiated a new CRGY stake in the first quarter, adding 2,003,132 shares. The position value was $27.04 million at quarter's end. The transaction represented a 5.5% increase relative to 13F reportable assets under management. 10 stocks we like better than Crescent Energy › Miller Value Partners initiated a new position in Crescent Energy (NYSE:CRGY) in its May 15, ...
Key Points Miller Value Partners initiated a new CRGY stake in the first quarter, adding 2,003,132 shares. The position value was $27.04 million at quarter's end. The transaction represented a 5.5% increase relative to 13F reportable assets under management. 10 stocks we like better than Crescent Energy › Miller Value Partners initiated a new position in Crescent Energy (NYSE:CRGY) in its May 15, 2026, SEC filing, acquiring 2,003,132 shares for an estimated $20.98 million based on quarterly average pricing. What happened According to a SEC filing dated May 15, 2026, Miller Value Partners disclosed a new position in Crescent Energy, acquiring 2,003,132 shares. The estimated transaction value was approximately $20.98 million, based on the average closing price during the first quarter of 2026. The quarter-end value of the position rose to $27.04 million, reflecting both the share acquisition and changes in CRGY’s stock price through March 31, 2026. What else to know This was a new position, representing 7.06% of Miller Value Partners’ 13F reportable assets under management as of March 31, 2026 Top holdings after the filing: NYSE: NBR: $38.25 million (10.0% of AUM) NYSE: GTN: $23.31 million (6.1% of AUM) NYSE: LNC: $20.26 million (5.3% of AUM) NYSEMKT: SPY: $19.54 million (5.1% of AUM) As of Thursday, Crescent Energy shares were priced at $13.10, up about 50% over the past year and well outperforming the S&P 500, which is instead up about 27%. Company Overview Metric Value Revenue (TTM) $3.8 billion Net Income (TTM) ($284.79 million) Dividend Yield 3.78% Company Snapshot Crescent Energy produces and sells crude oil, natural gas, and natural gas liquids from a diversified portfolio of U.S. basins, including Eagle Ford, Rockies, Barnett, Permian, and Mid-Continent. The firm operates an upstream exploration and production business model, generating revenue primarily from the extraction and sale of hydrocarbons. It is headquartered in Houston, Texas, with a focus on operat...
Image source: The Motley Fool. Thursday, March 26, 2026 at 4:30 p.m. ET CALL PARTICIPANTS President & Chief Executive Officer — Sabrina Martucci Johnson Chief Accounting Officer & Secretary — MarDee Haring-Layton Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Cash & Cash Equivalents -- $24.7 million at year-end, providing near-term operating runway. -- $24.7 million at ...
Image source: The Motley Fool. Thursday, March 26, 2026 at 4:30 p.m. ET CALL PARTICIPANTS President & Chief Executive Officer — Sabrina Martucci Johnson Chief Accounting Officer & Secretary — MarDee Haring-Layton Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Cash & Cash Equivalents -- $24.7 million at year-end, providing near-term operating runway. -- $24.7 million at year-end, providing near-term operating runway. Working Capital -- $3.4 million at December 31, 2025, reflecting post-liquidity positioning. -- $3.4 million at December 31, 2025, reflecting post-liquidity positioning. Capital Raised -- $20.8 million in net equity proceeds from ATM and equity line in 2025. -- $20.8 million in net equity proceeds from ATM and equity line in 2025. Non-dilutive Grant Funding -- $13.6 million from the Gates Foundation, $4.5 million from ARPA-H, and $1.3 million from NIH, supporting capital efficiency. -- $13.6 million from the Gates Foundation, $4.5 million from ARPA-H, and $1.3 million from NIH, supporting capital efficiency. SG&A Expenses -- $8.8 million, down from $9.2 million due to lower stock-based compensation, reduced personnel, and corporate overhead, partially offset by DARE to PLAY launch and higher professional services expenses. -- $8.8 million, down from $9.2 million due to lower stock-based compensation, reduced personnel, and corporate overhead, partially offset by DARE to PLAY launch and higher professional services expenses. R&D Expenses -- $5.5 million, down from $14.3 million, with grant funding directly offsetting reported R&D line by $13.9 million (versus $7.7 million), indicating actual investment levels near prior year. -- $5.5 million, down from $14.3 million, with grant funding directly offsetting reported R&D line by $13.9 million (versus $7.7 million), indicating actual investment levels near prior year. DARE to PLAY Prescriptions -- Prescribing live in all 50 states as of February 2026; dispensing expected to begin i...
Earnings Call Insights: NetEase (NTES) Q1 2026 Management View “2026 is off to a solid start, with total revenue reaching RMB 30.6 billion in the first quarter, driven by continued momentum in our games business.” (Vice President of Corporate Development Bill Pang) “Our games and related value-add services generated net revenues of RMB 25.7 billion, reflecting our strength in long-term game operat...
Earnings Call Insights: NetEase (NTES) Q1 2026 Management View “2026 is off to a solid start, with total revenue reaching RMB 30.6 billion in the first quarter, driven by continued momentum in our games business.” (Vice President of Corporate Development Bill Pang) “Our games and related value-add services generated net revenues of RMB 25.7 billion, reflecting our strength in long-term game operations and growing global appeal.” (Vice President of Corporate Development Pang) “More recently, the game introduced a version 1.6… The update was well received by players, propelling the game to #2 on Steam's global top seller chart.” (Vice President of Corporate Development Pang) “Fantasy Westward Journey… Peak concurrent users reached a new high of 3.9 million, and the title recorded its highest ever quarterly revenue, underscoring its continued vitality.” (Vice President of Corporate Development Pang) “New titles in our pipeline remain on track, with Sea of Elements and Ananta making steady progress towards launch.” (Vice President of Corporate Development Pang) “Our total net revenue for the first quarter were RMB 30.6 billion or USD 4.4 billion, representing a 6% increase year-over-year.” (Vice President of Finance Aileen Bin Mo) Outlook “Our team is now actively preparing for the upcoming Dawnbreaker test… as we work towards our targeted Q3 launch window.” (Founder, CEO & Director William Ding) “In terms of monetization, we're designing it as a natural extension of the overall gameplay with characters at the heart of the experience and cosmetics customization at the core of our monetization design, keeping the experience rich but without too much burden.” (CEO Ding) “We do not shy away from competition, but our focus is more on differentiation.” (CEO Ding) “We'd rather take the time to get it right than ship something average in a rush.” (CEO Ding) Compared with the prior quarter call, management’s new forward-looking timeline emphasis centered on Sea of Elements: “we...
UBS Group AG accused the US lawyer overseeing a six-year-old inquiry into Credit Suisse ’s handling of Nazi-linked accounts of bias and exceeding his mandate, deepening a standoff between the Swiss bank and its critics in Washington. “In many respects, UBS rejects the Ombudsperson’s narrative,” the bank said in a website statement as it released new responses to a Senate committee that has pushed ...
UBS Group AG accused the US lawyer overseeing a six-year-old inquiry into Credit Suisse ’s handling of Nazi-linked accounts of bias and exceeding his mandate, deepening a standoff between the Swiss bank and its critics in Washington. “In many respects, UBS rejects the Ombudsperson’s narrative,” the bank said in a website statement as it released new responses to a Senate committee that has pushed it to be more open in the case. “All too often, his reporting reads less like an objective, accurate, and fair history written by a neutral ombudsperson and more like a biased narrative.” The criticism is likely to raise political pressure on UBS over the issue. It follows a Senate Judiciary Committee hearing earlier this year at which lawmakers accused the bank of obstructing the investigation. Chairman Charles Grassley , an Iowa Republican, has said he may hold new hearings if the bank doesn’t cooperate more with the probe. In a letter to UBS demanding more information from the bank last month, Grassley said the bank’s recent behavior calls “into question UBS’s candor to the committee and its commitment to a thorough investigation.” UBS defended its cooperation, saying it’s provided more than 48 million pages of documents and spent more than $250 million on the probes, including more than $100 million paid to the ombudsperson’s law firm since 2021. Read More: UBS Faces New Pressure on Nazi Accounts From Senate Panel Credit Suisse hired Neil Barofsky , a prominent Washington attorney, to oversee the inquiry in 2021 but fired him a year later as his investigation expanded. After pressure from the Senate, UBS, which took over Credit Suisse in 2023, rehired him later that year. Yet as the investigation dragged on, the bank late last year began to object to his requests for additional materials. Barofsky defended his approach and accused the bank of trying to impose undue limits on the inquiry. Barofsky didn’t immediately respond to a request for comment on Thursday. In a lett...
Alibaba Group Holding Limited (NYSE:BABA) is one of the 10 AI Stocks That Are About to Explode. On May 15, Susquehanna increased its price target on Alibaba Group Holding Limited (NYSE:BABA) from $170 to $185 while maintaining a Positive rating on the stock. The research firm said that Alibaba Group Holding Limited (NYSE:BABA) has seen a decline in profitability as it continues to invest heavily i...
Alibaba Group Holding Limited (NYSE:BABA) is one of the 10 AI Stocks That Are About to Explode. On May 15, Susquehanna increased its price target on Alibaba Group Holding Limited (NYSE:BABA) from $170 to $185 while maintaining a Positive rating on the stock. The research firm said that Alibaba Group Holding Limited (NYSE:BABA) has seen a decline in profitability as it continues to invest heavily in long-term growth initiatives. Susquehanna noted that the company’s management sees major growth opportunities ahead, supported by accelerating cloud growth and triple-digit AI growth. Alibaba (BABA) Price Target Raised to $185 by Susquehanna Earlier, on May 14, Benchmark reaffirmed its Buy rating on Alibaba Group Holding Limited (NYSE:BABA) with a price target of $220 on the stock. This update came after the company announced its financial results for the quarter and fiscal year ended March 31, 2026. Benchmark said Alibaba Group Holding Limited (NYSE:BABA) reiterated a clear path toward breakeven in its quick commerce business. The firm noted that unit economics are expected to turn positive by the end of the fiscal year, while losses are projected to decline by half over the next two years. The research firm expects more than 35% compound annual EBITA growth for China e-commerce. Alibaba Group Holding Limited (NYSE:BABA) is a Chinese multinational technology company focused on e-commerce, retail, AI, digital media and entertainment, cloud, and technology. While we acknowledge the potential of BABA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Best Aggressive Growth Stocks to Buy According to Wall Street Analysts and 10 Mid-Cap Stocks That Are On Fire Right Now. Disclosure: None. Follow Insider Monkey ...
Ross Stores (ROST) came out with quarterly earnings of $1.47 per share, beating the Zacks Consensus Estimate of $1.43 per share. This compares to earnings of $1.46 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 2.80%. A quarter ago, it was expected that this discount retailer would post earnings of $1.65 per share ...
Ross Stores (ROST) came out with quarterly earnings of $1.47 per share, beating the Zacks Consensus Estimate of $1.43 per share. This compares to earnings of $1.46 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 2.80%. A quarter ago, it was expected that this discount retailer would post earnings of $1.65 per share when it actually produced earnings of $1.79, delivering a surprise of 8.48%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Ross Stores , which belongs to the Zacks Retail - Discount Stores industry, posted revenues of $4.98 billion for the quarter ended April 2025, surpassing the Zacks Consensus Estimate by 0.35%. This compares to year-ago revenues of $4.86 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. Ross Stores shares have added about 0.9% since the beginning of the year versus the S&P 500's decline of -0.6%. What's Next for Ross Stores? While Ross Stores has outperformed 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 an impressive track record of harnessing the power of earnings estimate revision...
Workday (WDAY) came out with quarterly earnings of $2.66 per share, beating the Zacks Consensus Estimate of $2.49 per share. This compares to earnings of $2.23 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +6.94%. A quarter ago, it was expected that this maker of human resources software would post earnings of $2....
Workday (WDAY) came out with quarterly earnings of $2.66 per share, beating the Zacks Consensus Estimate of $2.49 per share. This compares to earnings of $2.23 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +6.94%. A quarter ago, it was expected that this maker of human resources software would post earnings of $2.3 per share when it actually produced earnings of $2.47, delivering a surprise of +7.39%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Workday, which belongs to the Zacks Internet - Software industry, posted revenues of $2.54 billion for the quarter ended April 2026, surpassing the Zacks Consensus Estimate by 0.99%. This compares to year-ago revenues of $2.24 billion. The company has topped consensus revenue estimates four 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. Workday shares have lost about 41.1% since the beginning of the year versus the S&P 500's gain of 8.6%. What's Next for Workday? While Workday 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 an impressive track record of harnessing the power of earnings estimate revisions. Ahead o...
AT&T sued California yesterday over the state's refusal to let the carrier stop providing phone service to all potential customers in its wireline network territory. AT&T is also asking the Federal Communications Commission to declare that California cannot enforce its rules and to let AT&T stop providing service to about 199,000 phone customers. "California requires AT&T to spend $1 billion each ...
AT&T sued California yesterday over the state's refusal to let the carrier stop providing phone service to all potential customers in its wireline network territory. AT&T is also asking the Federal Communications Commission to declare that California cannot enforce its rules and to let AT&T stop providing service to about 199,000 phone customers. "California requires AT&T to spend $1 billion each year to maintain a century-old telephone network that almost no one uses," AT&T said in a lawsuit filed in US District Court for the Southern District of California. "The copper wires that once served every home now serve just three percent of households in AT&T’s California territory, with consumers fleeing every day to modern broadband services that are more affordable, reliable, and energy-efficient." In June 2024, the California Public Utilities Commission (CPUC) rejected AT&T’s request to eliminate the Carrier of Last Resort (COLR) obligation that requires it to provide landline telephone service to any potential customer in its service territory. AT&T has said it's received relief from COLR obligations in 20 of the 21 states in its wireline service territory, all except California. Read full article Comments
Cursor’s annualized revenue hit $3 billion in late April, according to a person familiar with the matter, indicating growing demand for the company’s AI coding software ahead of an expected deal to be acquired by Elon Musk’s SpaceX. The artificial intelligence startup’s annualized revenue, which projects sales for a 12-month-period based on recent performance, topped $2 billion in February, Bloomb...
Cursor’s annualized revenue hit $3 billion in late April, according to a person familiar with the matter, indicating growing demand for the company’s AI coding software ahead of an expected deal to be acquired by Elon Musk’s SpaceX. The artificial intelligence startup’s annualized revenue, which projects sales for a 12-month-period based on recent performance, topped $2 billion in February, Bloomberg previously reported . Cursor now has more than 3,000 customers paying at least $100,000 each for its software on an annualized basis, said the person, who asked not to be named because the information is private. Cursor declined to comment. Cursor, which first launched its AI software in 2023, helps programmers write and debug code more efficiently. The business has become one of the fastest-growing startups of all time and a central player in tech’s so-called vibe coding era, as demand surges among software developers for tools that rely on chatbot prompts. This week, the startup released its latest AI coding model, Composer 2.5, which partially relied on one of SpaceX’s data centers for training. Musk’s firm announced an agreement in April giving it the right to buy Cursor for $60 billion or pay a $10 billion fee for the companies’ work together. Once completed, the deal would give the AI startup access to an immense amount of computing power and help beef up SpaceX’s AI coding capabilities. SpaceX didn’t immediately acquire Cursor then because of the rocket company’s imminent Wall Street debut, Bloomberg reported. SpaceX has the right to buy Cursor during a 30-day window that starts soon after it begins trading publicly, according to IPO paperwork filed on Wednesday, confirming a previous report by Bloomberg News. Cursor is set to receive $1.5 billion in cash as a breakup fee, along with $8.5 billion as a “deferred services fee” under the company’s compute agreement, the filing shows. SpaceX is expected to list its shares on June 12 , Bloomberg has reported. If the p...
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the 10 AI Stocks That Are About to Explode. On May 15, Reuters reported that institutional investors increased their exposure to semiconductor and technology companies during the first quarter of 2026. According to a Reuters review of filings submitted to the US Securities and Exchange Commission by around 6,600 hedge funds, pension funds, college...
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the 10 AI Stocks That Are About to Explode. On May 15, Reuters reported that institutional investors increased their exposure to semiconductor and technology companies during the first quarter of 2026. According to a Reuters review of filings submitted to the US Securities and Exchange Commission by around 6,600 hedge funds, pension funds, college funds, and other investors, it appears that many are positioning themselves to benefit from the strong rally that continued into the second quarter. Palantir (PLTR): One of the AI Stocks That Are About to Explode? Reuters noted that 143 investors started a position in Palantir Technologies Inc. (NASDAQ:PLTR). Among these investors was Mubadala Capital, the sovereign wealth fund of the UAE. According to its filing, Mubadala Capital acquired a new stake in the company worth about $9.9 million during the first quarter. Earlier, on May 6, Citi increased its price target on Palantir Technologies Inc. (NASDAQ:PLTR) from $210 to $225 while keeping its Buy rating on the stock. The firm pointed out that the company delivered a strong first-quarter report. Citi added that growing demand for AI is helping accelerate the company’s business in the United States. Citi also increased its estimates for the company following the earnings results. Palantir Technologies Inc. (NASDAQ:PLTR) is an American software company that specializes in big data analytics and AI platforms. The company serves key government and commercial enterprises. While we acknowledge the potential of PLTR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Best Aggressive Growth Stocks to Buy According to Wall Street Analysts and 10 Mid-Cap Stocks That A...
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the 10 AI Stocks That Are About to Explode. On May 15, Reuters reported that institutional investors increased their exposure to semiconductor and technology companies during the first quarter of 2026. According to a Reuters review of filings submitted to the US Securities and Exchange Commission by around 6,600 hedge funds, pension funds, college...
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the 10 AI Stocks That Are About to Explode. On May 15, Reuters reported that institutional investors increased their exposure to semiconductor and technology companies during the first quarter of 2026. According to a Reuters review of filings submitted to the US Securities and Exchange Commission by around 6,600 hedge funds, pension funds, college funds, and other investors, it appears that many are positioning themselves to benefit from the strong rally that continued into the second quarter. Palantir (PLTR): One of the AI Stocks That Are About to Explode? Reuters noted that 143 investors started a position in Palantir Technologies Inc. (NASDAQ:PLTR). Among these investors was Mubadala Capital, the sovereign wealth fund of the UAE. According to its filing, Mubadala Capital acquired a new stake in the company worth about $9.9 million during the first quarter. Earlier, on May 6, Citi increased its price target on Palantir Technologies Inc. (NASDAQ:PLTR) from $210 to $225 while keeping its Buy rating on the stock. The firm pointed out that the company delivered a strong first-quarter report. Citi added that growing demand for AI is helping accelerate the company’s business in the United States. Citi also increased its estimates for the company following the earnings results. Palantir Technologies Inc. (NASDAQ:PLTR) is an American software company that specializes in big data analytics and AI platforms. The company serves key government and commercial enterprises. While we acknowledge the potential of PLTR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Best Aggressive Growth Stocks to Buy According to Wall Street Analysts and 10 Mid-Cap Stocks That A...
Miller Value Partners reported a sale of 158,307 shares of Nabors Industries (NYSE:NBR) in its May 15, 2026, SEC filing, with the estimated transaction value at $11.49 million based on quarterly average pricing. According to a Securities and Exchange Commission (SEC) filing dated May 15, 2026, Miller Value Partners reduced its stake in Nabors Industries by 158,307 shares. The estimated transaction...
Miller Value Partners reported a sale of 158,307 shares of Nabors Industries (NYSE:NBR) in its May 15, 2026, SEC filing, with the estimated transaction value at $11.49 million based on quarterly average pricing. According to a Securities and Exchange Commission (SEC) filing dated May 15, 2026, Miller Value Partners reduced its stake in Nabors Industries by 158,307 shares. The estimated transaction value is $11.49 million based on the quarter’s average share price. The fund’s quarter-end position dropped by $5.52 million, which incorporates both the share sale and any movements in the stock price. Nabors Industries operates as a leading provider of drilling and drilling-related services, with a global fleet supporting both land and offshore energy projects. The company leverages advanced automation, proprietary software, and integrated equipment to drive operational efficiency for its clients. Its diversified technology offerings and international footprint position it as a key partner for major oil and gas producers seeking high-performance drilling solutions. Continue reading
Getty Images Weak FY2026 Is Behind Us Alibaba Group Holding Limited ( BABA , OTCPK:BABAF ) had a big whipsaw recently. The stock initially dropped 4% following a revenue miss in Q4 FY2026, then rebounded 8% on positive sentiment around the Trump-Xi meeting. However, the rally couldn't live up to the hype and gave up all gains last Friday. Indeed, Q4 earnings didn't show a major turnaround, but my ...
Getty Images Weak FY2026 Is Behind Us Alibaba Group Holding Limited ( BABA , OTCPK:BABAF ) had a big whipsaw recently. The stock initially dropped 4% following a revenue miss in Q4 FY2026, then rebounded 8% on positive sentiment around the Trump-Xi meeting. However, the rally couldn't live up to the hype and gave up all gains last Friday. Indeed, Q4 earnings didn't show a major turnaround, but my long-term investment thesis hasn't changed: the transition from traditional e-commerce to AI and quick commerce will significantly reaccelerate growth and raise valuation premium. The big challenge here is that BABA's traditional e-commerce still represents nearly half of its consolidated revenue. During this transition process, the legacy business has barely generated growth, while the high-growth Cloud and Quick commerce segments are still not large enough to offset the weakness and drive consolidated revenue. In the meantime, significant AI investment pressures margins and earnings. Some business segment disposals and accounting rule changes also added noise to year-over-year comparisons. That's why FY2026 financials look horrible. As mentioned in my last article , to unlock BABA's true value. We need to see revenue inflection, and spending needs to stabilize. Unfortunately, we saw a persistent YoY decline in non-GAAP net income in Q4. The number dropped to nearly zero. So, BABA's P/E FY2026 doesn't look like a bargain. So, where is the inflection point? We will likely see a growth rebound in FY2027, which was also implied by management during the Q4 earnings call. They said that Alibaba’s full-stack AI investments have progressed from incubation to commercialization at scale . Keep in mind, the revenue mix of high-growth segments is expected to increase further next H2 FY2027 as stocks typically rally several months before earnings bottom out. Now, investors need to monitor when spending starts to normalize, because that will also be a key catalyst for earnings inflecti...
Available for over a year Today, the chancellor Rachel Reeves has announced a series of measures aimed at reducing the costs for families in the summer holidays. Ticket prices for families at various attractions such as theme parks, zoos and museums will be cheaper during the summer holidays through a cut to VAT, the chancellor has said. The government didn’t however announce any major package of ...
Available for over a year Today, the chancellor Rachel Reeves has announced a series of measures aimed at reducing the costs for families in the summer holidays. Ticket prices for families at various attractions such as theme parks, zoos and museums will be cheaper during the summer holidays through a cut to VAT, the chancellor has said. The government didn’t however announce any major package of support aimed at energy costs. On Thursday it was also revealed that UK migration had dropped to 171,00 almost half of 2024’s figure. Adam, Chris, Joe Pike and Helen Miller from the Institute for Fiscal Studies discuss. You can now listen to Newscast on a smart speaker. If you want to listen, just say "Ask BBC Sounds to play Newscast”. It works on most smart speakers. You can join our Newscast online community here: https://bbc.in/newscastdiscord Get in touch with Newscast by emailing newscast@bbc.co.uk or send us a WhatsApp on +44 0330 123 9480. New episodes are released every day. If you're in the UK, for more News and Current Affairs podcasts from the BBC, listen on BBC Sounds: https://bbc.in/4guXgXd Newscast brings you daily analysis of the latest political news stories from the BBC. The presenter was Adam Fleming. It was made by Jack Maclaren with Shiler Mahmoudi. The social producer was Jem Westgate. The technical producer was Mike Regaard. The assistant editor is Chris Gray. The senior news editor is Sam Bonham. Programme Website
Walmart (NASDAQ:WMT), a global retail and e-commerce operator, closed Thursday at $121.32, down 7.29%, after cautious profit guidance overshadowed solid quarterly growth. The stock moved lower after results showed revenue and EPS roughly in line with expectations, but highlighted margin pressure from higher fuel costs and strained consumer demand. Investors are watching how guidance and U.S. spend...
Walmart (NASDAQ:WMT), a global retail and e-commerce operator, closed Thursday at $121.32, down 7.29%, after cautious profit guidance overshadowed solid quarterly growth. The stock moved lower after results showed revenue and EPS roughly in line with expectations, but highlighted margin pressure from higher fuel costs and strained consumer demand. Investors are watching how guidance and U.S. spending trends evolve. Trading volume reached 52 million shares, about 160% above its three-month average of 20 million shares. Walmart IPO'd in 1972 and has grown 564,585% since going public. How the markets moved today The S&P 500 inched up 0.18% to 7,446, while the Nasdaq Composite added 0.09% to finish at 26,293. Within discount stores, industry peers Costco Wholesale closed at $1,050.06 (-2.23%), and Dollar General ended at $105.06 (+0.43%) as investors weighed differing consumer-spending signals. What this means for investors Walmart’s Q1 earnings weren’t as bad as the market’s reaction might make them seem. In fact, I think they were very promising, with: revenue and same-store sales up 7% and 4% e-commerce and advertising sales rising 26% and 37% membership fee revenue growing by 17% goods purchased through the Sparky AI shopping agent rising fourfold sequentially 1 million drone deliveries complete (40% in Q1) reasonable (but conservative) guidance for 4% sales growth and a 7% operating income increase in 2026 With Walmart’s EV/EBITDA ratio roughly doubling from 12 in 2024 to 25 today, I’d argue today’s sell-off is more about the company previously being priced for perfection than anything being wrong. Should you buy stock in Walmart right now? Before you buy stock in Walmart, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Walmart wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on D...
Okta, Inc. (NASDAQ:OKTA) is one of the best underperforming tech stocks to buy for a turnaround. The stock’s weakness has been tied to broader pressure in software and questions about whether AI will compress demand for traditional enterprise applications. Barron’s reported on April 16 that Okta shares were down 17% in 2026 and 75% from their February 2021 peak, but Raymond James upgraded the stoc...
Okta, Inc. (NASDAQ:OKTA) is one of the best underperforming tech stocks to buy for a turnaround. The stock’s weakness has been tied to broader pressure in software and questions about whether AI will compress demand for traditional enterprise applications. Barron’s reported on April 16 that Okta shares were down 17% in 2026 and 75% from their February 2021 peak, but Raymond James upgraded the stock to Outperform with an $85 price target, arguing that AI agents could expand Okta’s identity-security opportunity rather than replace it. The freshest company-specific support came on May 14, when Okta expanded Okta for AI Agents to support new agent ecosystems, any identity provider, and access governance across enterprise resources. The update included an integration with Amazon Bedrock AgentCore, support for non-Okta identity providers, and tools for agent discovery, registry, resource controls, deactivation, and telemetry. For a turnaround story, that matters because Okta is trying to position identity as the security layer for human, machine, and AI-agent access. Why Okta (OKTA) Sees AI Agents as an Identity-Security Opportunity The analysts’ tone has also improved. MarketWatch reported on April 21 that Barclays upgraded Okta to Overweight, following Raymond James’ upgrade days earlier, citing rising demand for identity security in the agentic AI era. Okta, Inc. (NASDAQ:OKTA) provides workforce and customer identity solutions that help businesses and developers manage authentication, authorization, user security, and partner access. While we acknowledge the potential of OKTA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best St...
Hull KR and Wigan took drastically contrasting approaches to prepare for next weekend’s Challenge Cup final: and the result was a disastrous look for Super League and an exhibition of men against boys, with Rovers inflicting a heavy defeat on the Warriors. While the Robins decided to go practically full strength in anticipation of next Saturday’s Wembley finale between the two sides, Wigan coach M...
Hull KR and Wigan took drastically contrasting approaches to prepare for next weekend’s Challenge Cup final: and the result was a disastrous look for Super League and an exhibition of men against boys, with Rovers inflicting a heavy defeat on the Warriors. While the Robins decided to go practically full strength in anticipation of next Saturday’s Wembley finale between the two sides, Wigan coach Matt Peet opted to do the complete opposite. Wigan rested almost the entirety of the 17-man squad that will walk out in next weekend’s cup final, handing out eight debuts and fielding just three players over the age of 23. The outcome was one of Wigan’s biggest losses in the modern era and a result which, given how tight the upper echelons of Super League are as we approach halfway in the season, could yet be pivotal for where they finish inside the playoff places. But in terms of a warmup for Wembley, it is fair to assume we learned nothing. Willie Peters’ side did the job at hand. They ran in 11 tries and were 42-0 up by half-time to move to within two points of the leaders, St Helens. It will not grab the headlines on a night like this but the defending Super League champions are now motoring into gear after a shaky start. Mikey Lewis’ hat-trick inside the opening quarter set the tone, with a try for Tom Davies on top making it 22-0 in the blink of an eye. Jez Litten, Jai Whitbread and Rhyse Martin also scored with relative and understandable ease against a group of Wigan youngsters simply unable to live with the might of the champions. How you viewed this night perhaps depends on your allegiance. Wigan are entitled to pick whatever side they think with Wembley in mind if they see fit and the Warriors were adamant in the week there were some key players who were one disciplinary charge away from a ban that could have ruled them out of the final, as well as some others with injury doubts. But at a time when Super League’s TV contract is up for renewal and the outcome of it...
內地修復棲息地打通生態走廊 有野外大熊貓互相走訪 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】內地近年開展野外息地修復工作，重建生態走廊，以往分隔兩個山頭的野外大熊貓，現在可以互相「拜訪」，現身的次數也越來越多...
內地修復棲息地打通生態走廊 有野外大熊貓互相走訪 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】內地近年開展野外息地修復工作，重建生態走廊，以往分隔兩個山頭的野外大熊貓，現在可以互相「拜訪」，現身的次數也越來越多。 在四川大熊貓國家公園，兩隻成年大熊貓在雪地中一起玩耍。在陝西長青保護區，同一日內捕捉到兩隻大熊貓的活動蹤跡，還見到有大熊貓媽媽擔著大熊貓BB，在雪地中經過。有工作人員指，最近野生大熊貓的蹤影越來越多。大熊貓國家公園王朗片區巡護員趙奎：「以前三、四個月能拍到一個鏡頭就不錯了，現在更換存儲卡就像開盲盒，這段是媽帶娃爬樹，那一段是兩個大個子在嬉戲打鬧，不同山頭的糞便和足跡連成了線，說明牠們真的串起了門。」 內地近年在各地開展棲息地修復工作，四川打通了13條生態走廊，以往因人類活動被隔開的山林，現在再次連接起來。中科院生態環境研究中心研究員徐衞華：「通過退出礦山、小水電（站）恢復植被修建公路隧道，減少車流量在泥巴山、土地嶺等。大熊貓的關鍵區域，修建生態廊道來促進不同隔離種群之間的溝通與交流。」 四川目前修復了超過33萬畝棲息地，監測數據顯示，全國野生大熊貓數量穩步增長，有近1,900隻。
watch now VIDEO 1:49 01:49 How China's humanoid robot school is training a robotic workforce The Exchange Chinese technology consultant Kenneth Ren is training the workers of the future. The only thing is, they are not human. "We are essentially teaching robots to think on their own," Ren, an overseas solution expert with RealMan Intelligent Technology told CNBC recently at the Beijing-based Human...
watch now VIDEO 1:49 01:49 How China's humanoid robot school is training a robotic workforce The Exchange Chinese technology consultant Kenneth Ren is training the workers of the future. The only thing is, they are not human. "We are essentially teaching robots to think on their own," Ren, an overseas solution expert with RealMan Intelligent Technology told CNBC recently at the Beijing-based Humanoid Robot Data Training Center. Ren helps run what Chinese state media describe as a "humanoid robot school" as China looks to advance its robots beyond entertainment to employment. Humanoid robots are part of the Chinese Communist Party's broader industrial strategy. In the same way that Beijing targeted electric vehicles and artificial intelligence as key future technologies, policymakers have identified humanoid robots as an area China should focus on into 2030 to ensure the country dominates global markets and supply chains. "China's next-generation industrial policy represents a shift from targeted sectoral intervention to what can be described as an 'industrial policy of everything,'" the U.S. Chamber of Commerce and research firm Rhodium Group wrote in a May 11 research report. The Beijing center, which is backed by the city government and part of a network of similar centers across China, trains robots to get ready to work in a variety of scenarios. A worker trains a humanoid industrial robot at the humanoid robot data training center in Shougang Park on March 27, 2025 in Beijing, China. VCG | China News Service | Getty Images Fudi Luo is one of its hundred or so instructors. A former art teacher, Luo schools her cyborg students on how to sort items on a factory line. Using cameras, controllers and motion capture, she and her fellow instructors guide their AI-enabled pupils through tasks, repeating actions multiple times. "At first, the robot has no awareness, so I have to control it manually. But once my movement generates data, the robot learns and then can perfor...
Chinese electric vehicle (EV) manufacturer Nio (NYSE:NIO) closed Thursday at $5.60, up 0.18%. The stock swung as traders reacted to Q1 2026 results showing surging revenue, improved margins, and a return to adjusted profitability. Ongoing net losses and updated delivery guidance have investors split on whether the company is at an inflection point. Trading volume reached 96.1 million shares, comin...
Chinese electric vehicle (EV) manufacturer Nio (NYSE:NIO) closed Thursday at $5.60, up 0.18%. The stock swung as traders reacted to Q1 2026 results showing surging revenue, improved margins, and a return to adjusted profitability. Ongoing net losses and updated delivery guidance have investors split on whether the company is at an inflection point. Trading volume reached 96.1 million shares, coming in about 139% above its three-month average of 40.2 million shares. Nio IPO'd in 2018 and has fallen 16% since going public. S&P 500 (SNPINDEX:^GSPC) inched up 0.18% to 7,446, while the Nasdaq Composite (NASDAQINDEX:^IXIC) added 0.09% to finish at 26,293. Within auto manufacturers, industry peers Tesla (NASDAQ:TSLA) closed at $417.85 (up 0.14%) and Li Auto (NASDAQ:LI) finished at $16.20 (up 0.12%) as investors assessed EV demand and new models. Nio shares initially spiked after its Q1 report showed revenue more than doubled year over year, gross margin continued to rise, and management guided for much higher second-quarter EV deliveries. Continue reading
Jamie McCarthy/Getty Images Entertainment Deckers Outdoor ( DECK ) delivered a top- and bottom-line beat for its fiscal fourth quarter as sales of its two major brands exceeded expectations and powered a 9.8% increase in revenue. “Our focus on brand building, product innovation, and category leadership, along with marketplace execution, continues to drive full-price demand across an expanding glob...
Jamie McCarthy/Getty Images Entertainment Deckers Outdoor ( DECK ) delivered a top- and bottom-line beat for its fiscal fourth quarter as sales of its two major brands exceeded expectations and powered a 9.8% increase in revenue. “Our focus on brand building, product innovation, and category leadership, along with marketplace execution, continues to drive full-price demand across an expanding global audience, underscoring the long-term potential of our portfolio,” said the company’s CEO, Stefano Caroti. The company also set upbeat guidance for the year and increased its share repurchase agreement by another $3.5B, bringing the total outstanding authorization to ~$5B. Both HOKA and UGG outperformed, with HOKA sales up 14.5% to $671.2M and UGG up 9.2% to $408.6M versus estimates of $668.1M and $378.6M, respectively. This generated a 9.6% gain in total sales to $1.12B versus $1.08B estimates. Gross margin expanded by 90 basis points to 57.6%, 280 basis points better than expected. By channel, wholesale sales were up 7.1% and direct-to-consumer sales up 13.2%. Increased expenses, however, resulted in a 9.8% erosion in operating income to $156.7M, although still better than $136M estimates. Earnings were also less than a year ago, down 4 cents to $0.96 per share, but still beating estimates by $0.13. For the full year, Deckers Outdoors ( DECK ) expects to earn a profit of $7.30 to $7.45 per share on sales of $5.86B to $5.91B. This compares to estimates of $7.35 and $5.82B and includes a low-double-digit increase in HOKA sales and a mid-single-digit increase in UGG sales. FY27 gross margin is expected to decline by 120 basis points. Shares are higher in after-hours trading More on Deckers Outdoor Deckers: As Hoka Turns The Corner, So Can The Stock Deckers: Material Improvement Since Last Hold, But Q4 Could Be The Proving Ground Deckers Outdoor GAAP EPS of $0.96 beats by $0.13, revenue of $1.12B beats by $30M Deckers Brands attracts an upgrade from Piper Sandler ahead of e...
預設醫療指示法例7月31日起生效 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】政府刊憲公布預設醫療指示的法例7月31日起生效。 條例容許成年病人有精神能力下，可以預先訂立醫療指示，病情轉差時拒絕維持生命治療，包...
預設醫療指示法例7月31日起生效 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】政府刊憲公布預設醫療指示的法例7月31日起生效。 條例容許成年病人有精神能力下，可以預先訂立醫療指示，病情轉差時拒絕維持生命治療，包括心肺復蘇。對於未成年或無精神能力的病人，醫生跟病人家屬一致同意後，可簽發不作心肺復蘇術命令。條例亦保障醫護人員和施救者在不知情下急救，不會招致法律責任。