Earnings Call Insights: Eagle Materials (EXP) Q4 fiscal 2026 Management View "In fiscal 2026... we generated record revenue, delivering $2.3 billion of annual revenue and strong earnings per share of $13.16. We also returned over $400 million of cash to our shareholders." (CEO, President & Director Michael Haack) "Over the next 18 months, Eagle will complete the modernization of one of our oldest ...
Earnings Call Insights: Eagle Materials (EXP) Q4 fiscal 2026 Management View "In fiscal 2026... we generated record revenue, delivering $2.3 billion of annual revenue and strong earnings per share of $13.16. We also returned over $400 million of cash to our shareholders." (CEO, President & Director Michael Haack) "Over the next 18 months, Eagle will complete the modernization of one of our oldest cement plants, Mountain Cement and one of our oldest Wallboard plants in Oklahoma." (CEO, President & Director Haack) "The Mountain Cement plant modernization is approximately 60% complete... commissioning of the new kiln line to begin in late calendar 2026." (CEO, President & Director Haack) "Construction on the Duke, Oklahoma Wallboard plant is approximately 30% complete, and we expect to commission the new Wallboard line in the second half of calendar 2027." (CEO, President & Director Haack) "Fiscal year 2026 revenue was a record $2.3 billion, up 2% from the prior year. Fourth quarter revenue was also up 2% to a record $479 million." (Executive VP of Finance & Administration and CFO D. Kesler) "In our heavy materials sector... revenue increased 10%, driven primarily by an 8% increase in cement sales volume and a 19% increase in concrete and aggregates revenue." (CFO Kesler) "Aggregate sales volume reached a record 6.6 million tons, up 70% year-over-year." (CFO Kesler) Outlook "Looking ahead to fiscal 2027, we expect capital expenditures to range between $490 million and $525 million." (CFO Kesler) "Capital spending is expected to peak in fiscal 2027... with the Mountain Cement project scheduled for commissioning later this calendar year and the Duke project anticipated to conclude in mid-fiscal 2028." (CFO Kesler) "We have cement price increases in just about every market for April 1." (CFO Kesler) "We have a June 1 price increase in Wallboard." (CFO Kesler) The prepared remarks did not include explicit revenue or EPS guidance for fiscal 2027. Financial Results Q4 fiscal...
Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) just delivered a quarter that should end the debate about who owns the AI buildout. Q1 2026 revenue hit $35.9 billion with a record 66.2% gross margin, and CEO C.C. Wei told investors that “AI-related demand continues to be extremely robust.” HPC alone now drives 61% of ... Can TSM’s Stock Reach $600 By 2028?
Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) just delivered a quarter that should end the debate about who owns the AI buildout. Q1 2026 revenue hit $35.9 billion with a record 66.2% gross margin, and CEO C.C. Wei told investors that “AI-related demand continues to be extremely robust.” HPC alone now drives 61% of ... Can TSM’s Stock Reach $600 By 2028?
TELUS (TSX: T; NYSE: TU) on Tuesday said it plans to invest more than $66 billion in Canada through 2030 to expand network infrastructure, AI capabilities, and housing projects. The company said the investment includes expanding its AI infrastructure, adding more than 160 new cell towers, enhancing 5G and fiber networks, and redeveloping former corporate buildings into residential housing. TELUS s...
TELUS (TSX: T; NYSE: TU) on Tuesday said it plans to invest more than $66 billion in Canada through 2030 to expand network infrastructure, AI capabilities, and housing projects. The company said the investment includes expanding its AI infrastructure, adding more than 160 new cell towers, enhancing 5G and fiber networks, and redeveloping former corporate buildings into residential housing. TELUS said its AI expansion plans include growing its sovereign AI data center operations in Quebec and British Columbia, including new facilities in Vancouver and Kamloops. The company added that the planned investments are consistent with its previously disclosed 2026 capital expenditure guidance. Source: Press Release More on TELUS Corporation TELUS Offers Value With AI And Fiber Tailwinds TELUS cuts treasury share discount to 1.75% starting April 1 Historical earnings data for TELUS Corporation
Richards Group Inc. ( RIC:CA ) declares CAD 0.11/share monthly dividend , in line with previous. Payable June 12; for shareholders of record May 29; ex-div May 29. See RIC:CA Dividend Scorecard, Yield Chart, & Dividend Growth. More on Richards Group Inc. Historical earnings data for Richards Group Inc. Dividend scorecard for Richards Group Inc. Financial information for Richards Group Inc.
Richards Group Inc. ( RIC:CA ) declares CAD 0.11/share monthly dividend , in line with previous. Payable June 12; for shareholders of record May 29; ex-div May 29. See RIC:CA Dividend Scorecard, Yield Chart, & Dividend Growth. More on Richards Group Inc. Historical earnings data for Richards Group Inc. Dividend scorecard for Richards Group Inc. Financial information for Richards Group Inc.
Alexey_Fedoren U.S. equities stumbled on Tuesday, as tech stocks remained under selling pressure, ahead of Nvidia's ( NVDA ) earnings slated to come on Wednesday. The blue chip Dow ( DJI ) was -0.3%, the benchmark S&P 500 ( SP500 ) was -0.4%, and the tech focused Nasdaq Composite ( COMP:IND ) was -0.7%. On a sector-by-sector basis, six of the 11 S&P segments were down in the red, with consumer dis...
Alexey_Fedoren U.S. equities stumbled on Tuesday, as tech stocks remained under selling pressure, ahead of Nvidia's ( NVDA ) earnings slated to come on Wednesday. The blue chip Dow ( DJI ) was -0.3%, the benchmark S&P 500 ( SP500 ) was -0.4%, and the tech focused Nasdaq Composite ( COMP:IND ) was -0.7%. On a sector-by-sector basis, six of the 11 S&P segments were down in the red, with consumer discretionary falling the hardest. At the other end of the spectrum, health care has been the strongest performing area of the market. U.S. Treasury yields pushed higher across the curve as the longer end 30-year yield topped a 19 year high . The 2-year Treasury yield ( US2Y ) added 7 basis points to 4.12%, while the 10-year yield ( US10Y ) climbed 7 basis points to 4.66%. The 30-year yield ( US30Y ) advanced 5 basis points to 5.17%. On the political front, U.S. President Donald Trump said Monday that he has postponed a scheduled military attack on Iran following appeals from Middle Eastern leaders who claim peace negotiations are underway. “Nvidia's earnings will help set the tone for a stock market that is in need of its next catalyst after an incredible run since the March lows. The stock market's next catalyst takes on greater importance during a time like now when the stock market is a bit tired from its recent gains and as it faces some renewed worries about rising bond yields and the possibility of a Federal Reserve interest rate hike due to a resurgence of inflation,” Paul Stanley, chief investment officer of Granite Bay Wealth Management, stated. As for stocks that were on the move, shares of Marvell Technology ( MRVL ) advanced higher by 5.9%, while shares of Carvana ( CVNA ) fell 5.8%. More on markets Value or Growth? These 20 stocks offer both as markets hover near record highs Fed rate cut expectations outpace hike bets in latest BofA fund manager survey Magnificent Seven poised for technical breakout despite Dow struggles, Oppenheimer says AI boom is reshaping ev...
A joint venture between Google and Blackstone isn’t “immediately problematic” for CoreWeave, but rather a sign that the market could get more crowded, according to a Bernstein analyst.
A joint venture between Google and Blackstone isn’t “immediately problematic” for CoreWeave, but rather a sign that the market could get more crowded, according to a Bernstein analyst.
jetcityimage/iStock Editorial via Getty Images A new scientific truth does not triumph by convincing its opponents ... but rather because its opponents eventually die. —Max Planck (Nobel Laureate in Physics) Following up Both Incretin oligopolist reported their Q1'26 results early May, sending shares higher: Source: Yahoo Finance While this article is a follow-up on both ' Wegovy Pill Is Not A Gam...
jetcityimage/iStock Editorial via Getty Images A new scientific truth does not triumph by convincing its opponents ... but rather because its opponents eventually die. —Max Planck (Nobel Laureate in Physics) Following up Both Incretin oligopolist reported their Q1'26 results early May, sending shares higher: Source: Yahoo Finance While this article is a follow-up on both ' Wegovy Pill Is Not A Game Changer ' and ' Mr. Market Finally Woke Up, But I'm Not Out Yet ', I think it's time to stop referring to Novo ( NVO ) as a significant threat for Lilly ( LLY ) in Incretins and look beyond a simple duopoly. Considering LLY has stayed mostly flat since November and fallen ~5% since the last article despite higher-than-expected 2026 guidance, shares continue to look undervalued. Novo is no longer a threat to Tirzepatide A significant gap in weight loss potential of ~7 percentage points in Obesity (SURMOUNT-5 trial) and ~5 percentage points in T2D ( network meta-analysis ), with a similar AE profile, continued to benefit Tirzepatide's market share in Q1'26: Source: Wavelength Research & Eli Lilly Q4'25 investor presentation Semaglutide's injectable decline was further confirmed by Truveta's US NBRx (new-to-brand) prescription data, as Lilly's Tirzepatide was prescribed 40% more often than Novo's Semaglutide to new patients with Obesity in December 2025 (pre-pill launch). Tirzepatide maintained the lead in March 2026, despite not being available in an oral form. The March-December decline was fully driven by the expansion of NBRx units via oral channel, rather than preference switch from Tirzepatide: Unit-based new-to-brand prescription market share (Source: Wavelength Research based on Truvia tracking data) New-to-brand injectable prescription market share loss is set to put pricing pressure in the key market for Novo, which is likely why their 2026 guidance suggests operating profit decline of 4-12% YoY, while Lilly now expects ~32% growth. As mentioned in all previous art...
On May 15, 2026, Lonestar Capital Management LLC disclosed selling 656,574 shares of Dauch Corporation (NYSE:DCH) , an estimated $4.57 million trade based on the quarterly average price. According to a filing with the Securities and Exchange Commission dated May 15, 2026, Lonestar Capital Management LLC sold 656,574 shares of Dauch Corporation during the first quarter. The estimated transaction va...
On May 15, 2026, Lonestar Capital Management LLC disclosed selling 656,574 shares of Dauch Corporation (NYSE:DCH) , an estimated $4.57 million trade based on the quarterly average price. According to a filing with the Securities and Exchange Commission dated May 15, 2026, Lonestar Capital Management LLC sold 656,574 shares of Dauch Corporation during the first quarter. The estimated transaction value is approximately $4.57 million based on the quarterly average share price. The quarter-end value of the fund’s Dauch Corporation position fell by $4.93 million, reflecting both trading activity and share price movements. The fund’s Dauch Corporation stake now represents 1.33% of reported AUM, following a sell that reduced its weight to 2.2% from 2.8% in the previous quarter. Continue reading
Departing manager was the arch-plotter and tactician with his training ground work instrumental in leading the club to a decade of silverware “What are your dreams, what are your dreams?” To comprehend what drove Pep Guardiola at Manchester City, his interaction with autograph hunters in January 2025 after an 8-0 FA Cup win over Salford City is instructive. The group comprises all younger people a...
Departing manager was the arch-plotter and tactician with his training ground work instrumental in leading the club to a decade of silverware “What are your dreams, what are your dreams?” To comprehend what drove Pep Guardiola at Manchester City, his interaction with autograph hunters in January 2025 after an 8-0 FA Cup win over Salford City is instructive. The group comprises all younger people apart from one man who tells him: “I used to be a chef.” Guardiola’s reply cuts to the quick and reads as a mantra heard surely by the 85 players he used in 10 Premier League seasons. “Continue to do it. Prepare better,” he says. Continue reading...
Four years after Rooney cited BDS in declining a different Israeli publisher, she speaks with activist Samir Eskanda about the artist’s role in the boycott movement Sally Rooney to publish Hebrew translation of novel with BDS-compliant publisher Intermezzo, the most recent book by Irish novelist Sally Rooney, will be published in Hebrew this month by the Israeli publisher November Books, in collab...
Four years after Rooney cited BDS in declining a different Israeli publisher, she speaks with activist Samir Eskanda about the artist’s role in the boycott movement Sally Rooney to publish Hebrew translation of novel with BDS-compliant publisher Intermezzo, the most recent book by Irish novelist Sally Rooney, will be published in Hebrew this month by the Israeli publisher November Books, in collaboration with +972 Magazine and Local Call. The announcement comes more than four years after Rooney, citing the global boycott movement against Israel, turned down a translation offer by a different Israeli publisher for an earlier book. Below, Rooney talks to Irish Palestinian activist Samir Eskanda about her decision to work with November Books, which has been deemed to be in compliance with the Boycott, Divestment and Sanctions (BDS) movement. They discuss what first brought her to the boycott, the movement’s aims and targets and the role of the artist in bringing about radical change. Continue reading...
Irish novelist will publish Intermezzo through November Books after rejecting translation offer from publisher with ties to Israeli military Sally Rooney on a new Hebrew translation of Intermezzo: ‘The Israeli culture sector is complicit in apartheid’ The Irish novelist Sally Rooney is releasing a Hebrew translation of her latest novel more than four years after she turned down a translation of an...
Irish novelist will publish Intermezzo through November Books after rejecting translation offer from publisher with ties to Israeli military Sally Rooney on a new Hebrew translation of Intermezzo: ‘The Israeli culture sector is complicit in apartheid’ The Irish novelist Sally Rooney is releasing a Hebrew translation of her latest novel more than four years after she turned down a translation of an earlier novel, citing her support for the Palestinian Boycott, Divestment and Sanctions movement. Rooney is publishing her bestselling 2024 novel, Intermezzo , through November Books, an independent Israeli publisher that supports Palestinian rights, with +972 Magazine and Local Call, two independent media outlets in Israel and Palestine. Continue reading...
Always wondered what everyday stuff celebrities buy, where they shop for food, and the basic they scrimp on? The interior designer talks cheesemongers, chore jackets and lost engagement rings with the Filter • Don’t get the Filter delivered to your inbox? Sign up here Australian-born interior designer Banjo Beale lives on the Isle of Ulva in the Scottish Hebrides with his husband, Ro. He won BBC’s...
Always wondered what everyday stuff celebrities buy, where they shop for food, and the basic they scrimp on? The interior designer talks cheesemongers, chore jackets and lost engagement rings with the Filter • Don’t get the Filter delivered to your inbox? Sign up here Australian-born interior designer Banjo Beale lives on the Isle of Ulva in the Scottish Hebrides with his husband, Ro. He won BBC’s Interior Design Masters with Alan Carr in 2022, and went on to front his own Bafta Scotland award-winning BBC TV series, Designing the Hebrides. He has written two bestselling books, Wild Isle Style and A Place in Scotland , and is now renovating an abandoned mansion for his BBC series Banjo and Ro’s Grand Island Hotel , available to stream on BBC iPlayer. Continue reading...
New electoral maps are erasing Black representations. The effort takes its cues from American history Early this month, a single pen stroke effectively ended representative Steve Cohen’s career in Congress. The man who has represented Memphis for 19 years will turn 77 later this month, but he wasn’t planning on retiring. He hadn’t lost any primary. The reason was that his district had been erased ...
New electoral maps are erasing Black representations. The effort takes its cues from American history Early this month, a single pen stroke effectively ended representative Steve Cohen’s career in Congress. The man who has represented Memphis for 19 years will turn 77 later this month, but he wasn’t planning on retiring. He hadn’t lost any primary. The reason was that his district had been erased around him. A new electoral map , passed by the Republican-led state legislature and signed by Bill Lee, the governor, divides the ninth district three ways. “Last week Tennessee Republicans silenced the Black vote here in Memphis to make Republican victories likely,” Cohen said in his statement. That’s succinct and accurate. Jamil Smith is a Guardian US columnist Continue reading...
With new data suggesting a global retreat from US Treasuries in March – the first full month of the US-Israel war on Iran – market worries are on the rise over whether the sell-off could deepen, as interest rate decisions under new Federal Reserve chair Kevin Warsh, US debt sustainability and prolonged Middle East tensions raise investor concerns. Analysts are currently weighing mounting inflation...
With new data suggesting a global retreat from US Treasuries in March – the first full month of the US-Israel war on Iran – market worries are on the rise over whether the sell-off could deepen, as interest rate decisions under new Federal Reserve chair Kevin Warsh, US debt sustainability and prolonged Middle East tensions raise investor concerns. Analysts are currently weighing mounting inflation pressures – which have driven Treasury yields sharply and placed the 30-year yield at its highest...
HBO Max subscribers in the UK likely to boost numbers Presence of an English club will also have a positive effect Uefa is expecting far higher UK viewing figures for next week’s Champions League final than in recent seasons despite TNT Sport’s controversial decision not to make the game available free-to-air for the first time since the competition’s rebrand 34 years ago. An average audience of a...
HBO Max subscribers in the UK likely to boost numbers Presence of an English club will also have a positive effect Uefa is expecting far higher UK viewing figures for next week’s Champions League final than in recent seasons despite TNT Sport’s controversial decision not to make the game available free-to-air for the first time since the competition’s rebrand 34 years ago. An average audience of about 1 million watched the Champions League final for free on TNT’s streaming service, discovery+, over each of the past two seasons. HBO Max, which will be showing the Paris Saint-Germain v Arsenal final alongside TNT Sports, is available in more than 10 million UK households. Continue reading...
Nvidia (NVDA) will release its first-quarter fiscal 2027 financial results on Wednesday, May 20. Despite dominating the artificial intelligence (AI) boom, Nvidia stock is trading surprisingly cheap, and its valuation multiple fails to reflect the company’s solid growth trajectory driven by AI infrastructure spending. Nvidia continues to benefit from a massive surge in demand for its advanced graph...
Nvidia (NVDA) will release its first-quarter fiscal 2027 financial results on Wednesday, May 20. Despite dominating the artificial intelligence (AI) boom, Nvidia stock is trading surprisingly cheap, and its valuation multiple fails to reflect the company’s solid growth trajectory driven by AI infrastructure spending. Nvidia continues to benefit from a massive surge in demand for its advanced graphics processing units (GPUs), as hyperscalers and enterprises race to expand AI computing capacity. That demand wave appears far from over. More News from Barchart In fact, Nvidia management recently raised its expectations for next-generation AI chip platforms Blackwell and Rubin. Earlier, Nvidia projected cumulative GPU demand tied to those architectures at about $500 billion. Nvidia has now doubled that outlook, saying demand and purchase commitments could surpass $1 trillion by 2027. That forecast highlights that a significant amount of capital is still flowing into AI infrastructure and suggests Nvidia may remain one of the biggest winners of the AI spending cycle for years to come. With demand for AI chips remaining exceptionally strong, Nvidia could once again deliver explosive revenue and earnings growth in Q1, which may support its share price rally. Nvidia: Blockbuster Q1 Ahead Nvidia is poised to deliver another superstar quarter as demand for its GPUs continues to surge across hyperscalers, enterprises, and sovereign AI projects worldwide. The company’s data center business will once again account for the bulk of its revenue. Notably, Nvidia’s data center business generated $193.7 billion in revenue in fiscal 2026, up 68% year-over-year (YOY). Nvidia’s management expects momentum to continue throughout calendar 2026, with sequential revenue growth throughout the year. In addition, Nvidia has secured sufficient supply and inventory commitments to support demand through 2027, which augurs well for growth. A major driver behind Nvidia’s solid data center revenue is ...
GIPHY, the world's leading platform for visual self-expression, today announced a multi-year extension of its long-standing integration partnership with Meta. Through this agreement, GIPHY's massive library will continue to power GIF and sticker experiences across Meta's entire suite of apps, including Facebook, Instagram, WhatsApp, and Messenger.
GIPHY, the world's leading platform for visual self-expression, today announced a multi-year extension of its long-standing integration partnership with Meta. Through this agreement, GIPHY's massive library will continue to power GIF and sticker experiences across Meta's entire suite of apps, including Facebook, Instagram, WhatsApp, and Messenger.
Marketing and advertising leaders from across the globe recently gathered for Kantar's third annual Brand Gala, an exclusive evening dedicated to honoring the world's most valuable and impactful brands. Kantar, the world's leading marketing data and analytics business, hosted the gala to celebrate the launch of the 2026 BrandZ Top 100 Most Valuable Global Brands. Kantar's gala announced this disti...
Marketing and advertising leaders from across the globe recently gathered for Kantar's third annual Brand Gala, an exclusive evening dedicated to honoring the world's most valuable and impactful brands. Kantar, the world's leading marketing data and analytics business, hosted the gala to celebrate the launch of the 2026 BrandZ Top 100 Most Valuable Global Brands. Kantar's gala announced this distinguished list of winning brands and awarded six brands that exemplify the key principles driving gro
A new app from Survivor 48 winner Kyle Fraser and castmate Kamilla Karthigesu aims to turn goal tracking into a social experience, pairing users for accountability, daily challenges, and shared progress clips.
A new app from Survivor 48 winner Kyle Fraser and castmate Kamilla Karthigesu aims to turn goal tracking into a social experience, pairing users for accountability, daily challenges, and shared progress clips.
Interactive social media site Status announced Tuesday $17 million in combined seed and Series A funding, with investors including General Catalyst, YC, LightShed Ventures, and Abstract.
Interactive social media site Status announced Tuesday $17 million in combined seed and Series A funding, with investors including General Catalyst, YC, LightShed Ventures, and Abstract.
NEWTOWN SQUARE, PA, May 19, 2026--Pouch Insurance, the admitted commercial auto managing general agent built for 1099 workers and gig economy operators, today announced a strategic partnership with OCTO, the global leader in telematics and data analytics for connected insurance. The partnership integrates OCTO's AI-powered telematics platform into Pouch's commercial auto programs, delivering the f...
NEWTOWN SQUARE, PA, May 19, 2026--Pouch Insurance, the admitted commercial auto managing general agent built for 1099 workers and gig economy operators, today announced a strategic partnership with OCTO, the global leader in telematics and data analytics for connected insurance. The partnership integrates OCTO's AI-powered telematics platform into Pouch's commercial auto programs, delivering the flexible, intelligent data infrastructure that makes per-mile pricing not just possible — but precise
Washington, D.C., May 19, 2026 (GLOBE NEWSWIRE) -- Pending home sales in April increased by 1.4% month-over-month and rose 3.2% year-over-year, according to the National Association of REALTORS ® Pending Home Sales report . The report provides the real estate ecosystem—including agents, homebuyers and sellers—with data on the level of home sales under contract.
Washington, D.C., May 19, 2026 (GLOBE NEWSWIRE) -- Pending home sales in April increased by 1.4% month-over-month and rose 3.2% year-over-year, according to the National Association of REALTORS ® Pending Home Sales report . The report provides the real estate ecosystem—including agents, homebuyers and sellers—with data on the level of home sales under contract.