Deckers Outdoor press release ( DECK ): Q4 GAAP EPS of $0.96 beats by $0.13 . Revenue of $1.12B (+9.8% Y/Y) beats by $30M . Full Year FY 2026 Revenue Increased 10% to a Record $5.47 Billion Full Year FY 2026 Diluted EPS Increased 11% to a Record $7.02 Full Fiscal Year 2027 Outlook for the Twelve Month Period Ending March 31, 2027 Net consolidated sales are expected to be in the range of $5.86 bill...
Deckers Outdoor press release ( DECK ): Q4 GAAP EPS of $0.96 beats by $0.13 . Revenue of $1.12B (+9.8% Y/Y) beats by $30M . Full Year FY 2026 Revenue Increased 10% to a Record $5.47 Billion Full Year FY 2026 Diluted EPS Increased 11% to a Record $7.02 Full Fiscal Year 2027 Outlook for the Twelve Month Period Ending March 31, 2027 Net consolidated sales are expected to be in the range of $5.86 billion to $5.91 billion vs. consensus revenue of $5.82B HOKA is expected to increase by a low-double-digit percentage versus last year. UGG is expected to increase by a mid-single-digit percentage versus last year. Gross margin is expected to be approximately 56.5%. SG&A expenses as a percentage of net sales are expected to be approximately 35%. Operating margin is expected to be approximately 21.5%. The effective tax rate is expected to be approximately 23%. Diluted earnings per share are expected to be in the range of $7.30 to $7.45 vs. consensus of $7.34. The earnings per share guidance assumes the repurchase of shares with a value equal to approximately 80% of the projected fiscal year 2027 free cash flow. 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 Brands attracts an upgrade from Piper Sandler ahead of earnings Deckers brings back the pandemic favorite UGG Fluff Yeah line Seeking Alpha’s Quant Rating on Deckers Outdoor
July NY world sugar #11 (SBN26) on Thursday closed up +0.17 (+1.15%), and Aug London ICE white sugar #5 (SWQ26) closed up +4.00 (+0.91%). Sugar prices rallied on Thursday amid growing worries that dry weather from an El Niño weather event could disrupt global sugar production. The emergence of an El Niño is likely to curb rainfall in Brazil, India, and Thailand, the world's three largest sugar-pro...
July NY world sugar #11 (SBN26) on Thursday closed up +0.17 (+1.15%), and Aug London ICE white sugar #5 (SWQ26) closed up +4.00 (+0.91%). Sugar prices rallied on Thursday amid growing worries that dry weather from an El Niño weather event could disrupt global sugar production. The emergence of an El Niño is likely to curb rainfall in Brazil, India, and Thailand, the world's three largest sugar-producing regions. The US National Oceanic and Atmospheric Administration (NOAA) estimates a 82% probability that El Niño conditions will emerge between May and July and persist through the end of the year, with a 67% chance of a "Super El Niño." Don’t Miss a Day: On Monday, sugar prices fell to 1.5-week lows after the ISO forecast a record global sugar crop for the 2025/26 season and raised its global surplus estimate. The ISO forecasts 2025/26 global sugar production at a record 182 MMT, up +3.5% y/y, and raised its 2025/26 global sugar surplus estimate to 2.2 MMT from a February forecast of 1.22 MMT, rebounding from a -3.46 MMT deficit in 2024-25. Strength in sugar exports from Thailand, the world's second-largest sugar exporter, is bearish for prices. Thailand's 2026 sugar exports Jan-Apr are up +29% y/y at 1.6 MMT. Sugar prices have support on projections from the International Sugar Organization (ISO) that 2026/27 global sugar production will fall -1.15 y/y to 180 MMT, and that there will be a global sugar deficit of 262,000 MT, citing the potential impact of an El Niño weather pattern on harvests in India and Thailand. Last Monday, Citigroup projected Brazil's 2026/27 sugar production at 39.50 MMT, well below Conab's estimate of 43.95 MMT, citing Brazilian sugar mills' allocation of more sugarcane to ethanol production amid soaring gasoline prices. Also, Citigroup said a potentially strong El Niño weather pattern this year could have "a significant impact" on sugar production in India and Thailand over the next 6 to 12 months. Sugar prices are also supported by India's ...
Stock and bond investors are heading for a clash — and the latter may come out on top, according to BCA Research. The 2-year U.S. Treasury yield surpassed the Federal Reserve funds rate. Every time that's happened in the past three decades, the Fed has gone on to hike rates, Arthur Budaghyan, BCA's chief strategist, said. U.S. "stocks and bonds are on a collision course," Budaghyan said in a Wedne...
Stock and bond investors are heading for a clash — and the latter may come out on top, according to BCA Research. The 2-year U.S. Treasury yield surpassed the Federal Reserve funds rate. Every time that's happened in the past three decades, the Fed has gone on to hike rates, Arthur Budaghyan, BCA's chief strategist, said. U.S. "stocks and bonds are on a collision course," Budaghyan said in a Wednesday note to clients. Stock investors may take the next Fed policy decision as negative, especially given that inflation is reaccelerating, Budaghyan said. The consumer price index rose 3.8% on an annual basis in April, its highest rate in nearly three years. Only a significant stock market sell-off could drive bond yields lower, Budaghyan said. He said a market downturn could also create disinflationary pressure, which can mitigate the increases in oil and food prices amid the Iran War. Budaghyan said current equity market internals appear weak, specifically caused by narrow leadership. The 30-year U.S. Treasury yield hit its highest level in nearly 19 years this week, bolstering concerns that the Fed will need to tighten monetary policy. Fed meeting minutes released Wednesday showed that members saw a need to raise rates if inflation remained elevated due to the Middle East conflict. Fed funds futures now anticipate the central bank upping rates as its next policy move, according to CMEGroup's FedWatch tool . If the Fed does not opt for policy tightening, Budaghyan said, the bond market could sell off further. "When inflation is rising and economic growth is robust, the longer the central bank delays rate hikes, the more it must raise rates at a later date," he said. "In other words, a central bank falling behind the inflation curve is bearish for stocks and bonds."
Rapidan Energy Group称，若霍尔木兹海峡关闭持续到8月，经济下行风险将上升，严重程度可能接近2008年大衰退时期。 这家咨询公司的基本预测情景假设该水道将在7月重新开放，在这一情境下，石油日均需求将减少260万桶，基准布伦特原油现货价格夏季将在接近每桶130美元的水平见顶。 不过，如果中断持续到7月之后，就需要更大幅度的需求萎缩来抵消8月和9月的供应冲击，幅度可能足以导致2026...
Rapidan Energy Group称，若霍尔木兹海峡关闭持续到8月，经济下行风险将上升，严重程度可能接近2008年大衰退时期。 这家咨询公司的基本预测情景假设该水道将在7月重新开放，在这一情境下，石油日均需求将减少260万桶，基准布伦特原油现货价格夏季将在接近每桶130美元的水平见顶。 不过，如果中断持续到7月之后，就需要更大幅度的需求萎缩来抵消8月和9月的供应冲击，幅度可能足以导致2026年全球石油消费出现年度下降。几家主要预测机构已经预计，今年全球需求将出现罕见萎缩。 自2月底以来，随着美国、以色列和伊朗之间的战争扰乱全球市场，并引发对通胀飙升和增长放缓同时出现的担忧，油价已接近翻倍。 “当前宏观环境没有上世纪70年代或2007至2008年那么极端，”Rapidan分析师在报告中写道，他们指出的原因包括，各经济体对石油的依赖程度降低，货币政策框架也更具公信力。“但相对更强的起点并不能抵消油价持续飙升会加剧金融和宏观经济脆弱性的风险。” 该公司称，若延迟到8月，第三季度供应缺口将扩大至每天约600万桶，届时库存也将接近运营上较难应对的水平。 Rapidan表示，即便8月初重新开放，在任何缓解显现之前，市场供需仍会进一步趋紧，因为在阿拉伯湾产量逐步回升、货物开始抵达目的地之际，原油库存下降将持续到9月。 责任编辑：何云
SR Bancorp ( SRBK ) announced on Thursday a new stock buyback plan to repurchase up to 801.3K shares, equal to nearly 10% of its outstanding common stock. The new program will begin after the company completes its current second buyback plan, which still has around 22.2K shares left. This is the third share repurchase program launched by the company since its public stock offering in September 202...
SR Bancorp ( SRBK ) announced on Thursday a new stock buyback plan to repurchase up to 801.3K shares, equal to nearly 10% of its outstanding common stock. The new program will begin after the company completes its current second buyback plan, which still has around 22.2K shares left. This is the third share repurchase program launched by the company since its public stock offering in September 2023. The timing and size of repurchases will depend on market conditions, share price, capital needs, and overall financial performance. Source: Press Release More on SR BANCORP Seeking Alpha’s Quant Rating on SR BANCORP Dividend scorecard for SR BANCORP Financial information for SR BANCORP
KanawatTH Take-Two Interactive ( TTWO ) confirmed the November 19 launch date of the highly anticipated Grand Theft Auto 6 videogame. Oppenheimer forecast GTA 6 unit sales of 40M shares at a $56 net unit price, based on a $70 base price, a 25% console take-rate, and a 15% premium SKU mix. After working in a $513M amortization cost on development, a 50% Rockstar profit share, and incremental revenu...
KanawatTH Take-Two Interactive ( TTWO ) confirmed the November 19 launch date of the highly anticipated Grand Theft Auto 6 videogame. Oppenheimer forecast GTA 6 unit sales of 40M shares at a $56 net unit price, based on a $70 base price, a 25% console take-rate, and a 15% premium SKU mix. After working in a $513M amortization cost on development, a 50% Rockstar profit share, and incremental revenue from GTA 6 online, analyst Martin Yang forecast $3.45 non-GAAP EPS in FY27 being contributed from the videogame release. For FY28, Oppenheimer forecasts model 3GTA 6 unit sales of 30.5M, including 15M on PC. "We estimate that GTA 6 will contribute $3.56 in non-GAAP EPS in FY28, incrementally higher than FY27 due to lower amortization costs and more high-margin GTA Online sales," wrote Yang. Earlier in the month, Bank of America forecast $3.44B in revenue from GTA 6 in FY27 and $2.76B in FY28. The game is confirmed for PlayStation 5 ( SONY ) and Xbox Series X|S ( MSFT ) at launch, with no official PC version announced, although the series' history strongly suggests one will follow. Other companies that could benefit to varying degrees from a successful GTA 6 launch include GameStop ( GME ), AMD ( AMD ), Nvidia ( NVDA ), and Logitech ( LOGI ). Starting as a top-down PC game in 1997, the GTA franchise evolved through five major releases over 16 years, including a jump to 3D with GTA III in 2001, beloved entries in Vice City (2002) and San Andreas (2004), and a noteworthy cinematic leap with GTA IV (2008), before GTA V landed in 2013 and became one of the best-selling entertainment products in history with over 225M copies sold. Shares of Take-Two ( TTWO ) are down more than 20% on a year-to-date basis but shot up 6% in the postmarket session. More on Take-Two Take-Two Interactive Q4 Preview: GTA VI Release Can't Come Soon Enough Take-Two Interactive: What The Market Is Missing About The GTA VI (Rating Upgrade) Take-Two Q4 Preview: Analysts expect muted Q4 as focus remains gl...
(RTTNews) - Workday, Inc. (WDAY) released a profit for its first quarter that Increases, from the same period last year The company's bottom line came in at $222 million, or $0.87 per share. This compares with $68 million, or $0.25 per share, last year. Excluding items, Workday, Inc. reported adjusted earnings of $676 million or $2.66 per share for the period. The company's revenue for the period ...
(RTTNews) - Workday, Inc. (WDAY) released a profit for its first quarter that Increases, from the same period last year The company's bottom line came in at $222 million, or $0.87 per share. This compares with $68 million, or $0.25 per share, last year. Excluding items, Workday, Inc. reported adjusted earnings of $676 million or $2.66 per share for the period. The company's revenue for the period rose 13.4% to $2.54 billion from $2.24 billion last year. Workday, Inc. earnings at a glance (GAAP) : -Earnings: $222 Mln. vs. $68 Mln. last year. -EPS: $0.87 vs. $0.25 last year. -Revenue: $2.54 Bln vs. $2.24 Bln last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
00:00 Speaker A Nasdaq pulled it out for the win along with the S&P 500 and the Dow. Kind of a photo finish there. So we got all three in the green. 00:08 Speaker A Let's check out the intraday price action here and we'll see if we can get that up. 00:13 Speaker A Here we go. Here's the Dow. You can see it spent the first half of the day in the red and closed in the green. 00:20 Speaker A Similar ...
00:00 Speaker A Nasdaq pulled it out for the win along with the S&P 500 and the Dow. Kind of a photo finish there. So we got all three in the green. 00:08 Speaker A Let's check out the intraday price action here and we'll see if we can get that up. 00:13 Speaker A Here we go. Here's the Dow. You can see it spent the first half of the day in the red and closed in the green. 00:20 Speaker A Similar story for the Nasdaq, although the game was very small and the S&P 500 just a little bit higher there. 00:26 Speaker A Russell 2000 by the way, really holding on to a quite a bit more of its gains up about 80th of 1%. 00:32 Speaker A And let's get over to the intraday uh sector leaders here. 00:37 Speaker A utilities finished the day up over 1%. Tech not too far behind up 8/10 of a percent. Healthcare, consumer discretionary, materials behind each of those up more than half a percent. 00:46 Speaker A Energy and staples traded to the downside each off more than 1%. 00:51 Speaker A Quick look at the Nasdaq 100 here. kind of a mixed board. Uh stand out is Walmart, that was down 7%. 00:57 Speaker A and in the mega caps, a little bit more red than green and Nvidia down a little more than 1 and a half percent, although Amazon up more than 1%. 01:04 Speaker A Want to show you what's going on with semiconductors besides Nvidia and Broadcom there and Intel, we got some decent green from SanDisk up another 10%, Western Digital up five, Micron up four. 01:12 Speaker A But it's not just chip stocks that have been catching my eye recently. I want to show you what's been going on with cyber security. 01:17 Speaker A I'm actually writing this up as my chart of the day for Friday morning. You can catch it first thing there. 01:21 Speaker A Here's the the cyber security heat map. Want to point out that PANW, that's Palo Alto Networks up 2 and a half% and DDOG, that's Data Dog up over 2%. 01:32 Speaker A Both of those hit record highs and Crowdstrike which finished the day in the red, well, ...
JHVEPhoto Workday ( WDAY ) shares jumped 9.5% in extended trading on Thursday after the back-office software maker reported fiscal first-quarter results and guidance that topped Wall Street's estimates. For the period ending April 30, Workday said it earned an adjusted $2.66 per share as revenue rose 13.5% year-over-year to come in at $2.54B. Subscription revenue increased 14.3% year over year to ...
JHVEPhoto Workday ( WDAY ) shares jumped 9.5% in extended trading on Thursday after the back-office software maker reported fiscal first-quarter results and guidance that topped Wall Street's estimates. For the period ending April 30, Workday said it earned an adjusted $2.66 per share as revenue rose 13.5% year-over-year to come in at $2.54B. Subscription revenue increased 14.3% year over year to $2.354B, which was slightly above the estimate. Its adjusted operating margin of 30.6% was more than the 28.6% estimate. Analysts had expected the company to earn an adjusted $2.51 per share on $2.52B in revenue. “We had a great Q1, and it makes one thing clear: Workday is ready for this AI moment. Our core business is strong, our AI strategy is working, and we're moving with the speed and focus required to lead,” said Workday co-founder, CEO, and Chairman Aneel Bhusri in a statement . “I am very excited about Workday's position and our path ahead. We have the platform, the trust, and the innovation to lead this next chapter, just as we did when we founded the company.” Looking ahead, Workday expects subscription revenue of $2.455B for the second quarter of fiscal 2027. The company also tweaked its full-year guidance, as it still expects subscription revenues of $9.925B to $9.95B, but upped its adjusted GAAP operating margin forecast to 30.5%. The company will host a conference call at 4:30 p.m. EST to discuss the results. More on Workday Workday Earnings: Defiant Management Expectations Amidst Pending SaaSpocalypse Workday: Caught In The Middle Of The Software Reinvention Workday: A Competitive Analysis With Oracle And SAP Workday Q1 2027 Earnings Preview Earnings week ahead: NVDA, HD, TGT, WMT, NIO, BIDU, ZIM, and more
Take-Two press release ( TTWO ): Q4 GAAP EPS of -$0.32 beats by $0.20 . Revenue of $1.68B (+6.3% Y/Y) beats by $130M . Outlook for Fiscal Year 2027 Take-Two is providing its initial outlook for the fiscal year ending March 31, 2027 and fiscal first quarter ending June 30, 2026: Fiscal Year Ending March 31, 2027 The Company is also providing selected data, which is used internally by its management...
Take-Two press release ( TTWO ): Q4 GAAP EPS of -$0.32 beats by $0.20 . Revenue of $1.68B (+6.3% Y/Y) beats by $130M . Outlook for Fiscal Year 2027 Take-Two is providing its initial outlook for the fiscal year ending March 31, 2027 and fiscal first quarter ending June 30, 2026: Fiscal Year Ending March 31, 2027 The Company is also providing selected data, which is used internally by its management and Board of Directors to adjust the Company’s GAAP and Non-GAAP financial outlook in order to facilitate comparison of its operating performance between periods and to better understand its core business and future outlook: Fiscal Year Ending March 31, 2027 Financial Data $ in millions except for per share amounts Outlook (b) Change in deferred net revenue and related cost of revenue Stock-based compensation Amortization of acquired intangibles Business acquisition & Other GAAP Total net revenue $7,900 to $8,100 $100 Cost of revenue $3,504 to $3,626 $(10) $(77) $(573) Operating expenses $4,180 to $4,200 $(350) $(51) Interest and other, net $50 $(3) Income before income taxes $166 to $224 $110 $427 $624 $3 Net income $105 to $141 Diluted net income per share $0.55 to $0.75 Net cash provided by operating activities over $1,000 Capital expenditures approximately $200 Non-GAAP EBITDA $1,013 to $1,070 $110 $427 Operational metric Net Bookings $8,000 to $8,200 Click to enlarge Shares +4.5% AH. More on Take-Two Take-Two Interactive Q4 Preview: GTA VI Release Can't Come Soon Enough Take-Two Interactive: What The Market Is Missing About The GTA VI (Rating Upgrade) Take-Two Q4 Preview: Analysts expect muted Q4 as focus remains glued to GTA VI launch Kalshi traders assign an 80% probability that Grand Theft Auto 6 is coming in November Seeking Alpha’s Quant Rating on Take-Two
Uber Technologies ( UBER ) reported a complex set of Q1 2026 results . While revenue of $13.2B grew 14.5% year-over-year, it was tempered by a $1B accounting headwind from UK tax law changes. However, gross bookings surged 25% to $53.7B and free cash flow reached $2.3B, signaling that the core mobility and delivery engines are firing on all cylinders while the company pivots toward an autonomous f...
Uber Technologies ( UBER ) reported a complex set of Q1 2026 results . While revenue of $13.2B grew 14.5% year-over-year, it was tempered by a $1B accounting headwind from UK tax law changes. However, gross bookings surged 25% to $53.7B and free cash flow reached $2.3B, signaling that the core mobility and delivery engines are firing on all cylinders while the company pivots toward an autonomous future. Still, despite the robust operational metrics, the market remains cautious about long-term disruption, leaving analysts to weigh the current platform advantage against emerging robotaxi threats. What Do Seeking Alpha Analysts Say About Uber’s Future? The analyst community remains overwhelmingly bullish on Uber’s trajectory, viewing the company as the “gatekeeper” of the autonomous vehicle industry rather than a victim of it. Optimists pointed to Uber’s strategic shift from high-risk R&D to a “partnership model” that aggregates over 30 AV providers, including Waymo, Baidu, and WeRide. This capital-light strategy allows Uber to hedge its bets across multiple technologies while leveraging its massive demand network and 199M monthly active users. Furthermore, the growth of Uber One to 50M members and the expansion into high-margin segments like hotel bookings are seen as key catalysts for sustained EBITDA compounding at 33% annually. Bearish investors highlighted the potential for vertically integrated competitors like Tesla ( TSLA ) and Waymo to eventually bypass Uber’s platform. They also expressed concern over regulatory surprises and tax changes, such as the UK reclassification that significantly distorted mobility revenue growth this quarter. Some analysts also noted the volatility introduced by Uber’s equity stakes in companies like Didi ( DIDIY ) and Grab ( GRAB ), which led to ~$1.5B in unrealized losses and a decrease in GAAP EPS to $0.13 from $0.83 in the same quarter of last year. Gytis Zizys, Rating: Buy : “Building an operating layer around its numerous AV p...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Alibaba Group Holding (NYSE:BABA) announced a new AI chip, the Zhenwu M890, as part of its domestic semiconductor roadmap. The company is focusing on AI hardware autonomy in China as U.S. export restrictions affect access to foreign chips. Alibaba also outlined ongoing chip developmen...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Alibaba Group Holding (NYSE:BABA) announced a new AI chip, the Zhenwu M890, as part of its domestic semiconductor roadmap. The company is focusing on AI hardware autonomy in China as U.S. export restrictions affect access to foreign chips. Alibaba also outlined ongoing chip development plans and expansion of its semiconductor subsidiary to support future AI infrastructure. Alibaba is best known for its e commerce platforms and cloud services, and AI hardware is becoming a more important piece of that broader business. With tighter U.S. export controls on advanced chips, large Chinese technology companies are putting more effort into custom designs that can support AI workloads in data centers. For NYSE:BABA, the Zhenwu M890 sits at the intersection of cloud, AI and domestic chip manufacturing. For investors following NYSE:BABA, one key question is how quickly this chip and the broader roadmap translate into practical offerings for cloud and enterprise customers. The expansion of its semiconductor subsidiary and focus on AI infrastructure indicate that the company is working to build more control over critical components, which could influence its competitive position in future AI and cloud tenders. Stay updated on the most important news stories for Alibaba Group Holding by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Alibaba Group Holding. NYSE:BABA Earnings & Revenue Growth as at May 2026 3 things going right for Alibaba Group Holding that this headline doesn't cover. The Zhenwu M890 launch slots directly into Alibaba’s push to grow AI driven cloud revenue and reduce reliance on Nvidia chips that are subject to U.S. export controls. With Alibaba Cloud already reporting strong AI contributions, a higher performance in house accelerator gives the company more flexibility to serve domestic...
In this article PPTA Follow your favorite stocks CREATE FREE ACCOUNT The Stibnite Gold Project from Perpetua Resources is a proposed open-pit gold and antimony mine in a remote area of the Payette National Forest in Valley County, Idaho, as seen aboard an EcoFlight. Sarah A. Miller | Idaho Statesman | Tribune News Service | Getty Images Mining company Perpetua Resources has secured a $2.9 billion ...
In this article PPTA Follow your favorite stocks CREATE FREE ACCOUNT The Stibnite Gold Project from Perpetua Resources is a proposed open-pit gold and antimony mine in a remote area of the Payette National Forest in Valley County, Idaho, as seen aboard an EcoFlight. Sarah A. Miller | Idaho Statesman | Tribune News Service | Getty Images Mining company Perpetua Resources has secured a $2.9 billion loan from the U.S. Export-Import Bank, CNBC has learned. The deal comes as the U.S. looks to secure access to critical minerals and break China's stronghold on essential supply chains. The financing, which is the largest loan under EXIM's "Make More in America" initiative and the agency's fourth largest loan on record, will fund Perpetua's Stibnite Gold project in Idaho . The mine will also produce antimony, which is essential for defense applications – including for munitions – as well as semiconductor manufacturing and renewable energies including solar panels and wind turbines, among other things. Perpetua shares rose more than 12% on the news. The U.S. Geological Survey deems antimony a "critical mineral." There are no antimony mines currently in operation in the U.S. China is the dominant producer of antimony globally, satisfying more than half of U.S. demand, according to USGS. The Stibnite site is the only source of domestic antimony that can meet the U.S.' requirements for weapons production, according to the company, with the ability to supply about 35% of U.S. demand within the first six years of production. This is the latest in a string of deals from the government focused on shoring up domestic production of critical minerals, especially as China has in the past weaponized natural resources by curbing exports. In February, the White House unveiled "Project Vault," a first-of-its-kind public-private partnership focused on stockpiling minerals. The $12 billion initiative includes $10 billion in funding from the Export-Import Bank, and an additional $2 billion in ...
Federal prosecutors have charged two men with using artificial intelligence to create nude videos and photos of female celebrities under a newly enacted law meant to halt the spread of deepfake pornography. Cornelius Shannon, 51, and Arturo Hernandez, 20, were both arrested on Tuesday for generating sexually explicit AI content that drew millions of views online, according to criminal complaints. ...
Federal prosecutors have charged two men with using artificial intelligence to create nude videos and photos of female celebrities under a newly enacted law meant to halt the spread of deepfake pornography. Cornelius Shannon, 51, and Arturo Hernandez, 20, were both arrested on Tuesday for generating sexually explicit AI content that drew millions of views online, according to criminal complaints. The men – who do not appear to be connected – are among the earliest defendants to face charges under the Take It Down Act, a law signed last year by US President Donald Trump that adds stricter penalties for publishing AI-created deepfakes and “revenge porn”. The bill drew bipartisan support, as well as the public backing of first lady Melania Trump. Advertisement Under the new law, the men now face two years in prison. Lawyers for Shannon and Hernandez did not immediately respond to a request for comment. Advertisement In a statement, Joseph Nocella, the US attorney in Brooklyn, said the men had “used cutting-edge digital technology to create images that degraded and violated” dozens of women. “This case makes clear that posting deepfake pornography is not a victimless crime,” he said.
Zoom Communications press release ( ZM ): Q1 Non-GAAP EPS of $1.55 beats by $0.13 . Revenue of $1.24B (+6.0% Y/Y) beats by $20M . Financial Outlook: Zoom is providing the following guidance for its second quarter of fiscal year 2027 and updating its guidance for full fiscal year 2027. Second Quarter Fiscal Year 2027: Total revenue is expected to be between $1.265 billion and $1.270 billion vs cons...
Zoom Communications press release ( ZM ): Q1 Non-GAAP EPS of $1.55 beats by $0.13 . Revenue of $1.24B (+6.0% Y/Y) beats by $20M . Financial Outlook: Zoom is providing the following guidance for its second quarter of fiscal year 2027 and updating its guidance for full fiscal year 2027. Second Quarter Fiscal Year 2027: Total revenue is expected to be between $1.265 billion and $1.270 billion vs consensus of $1.27B and revenue in constant currency is expected to be between $1.262 billion and $1.267 billion. Non-GAAP income from operations is expected to be between $508.0 million and $513.0 million. Non-GAAP diluted EPS is expected to be between $1.45 and $1.47 vs consensus of $1.47 with approximately 304 million weighted average shares outstanding. Full Fiscal Year 2027: Total revenue is expected to be between $5.080 billion and $5.090 billion vs consensus of $5.07B and revenue in constant currency is expected to be between $5.062 billion and $5.072 billion. Non-GAAP income from operations is expected to be between $2.065 billion and $2.075 billion. Non-GAAP diluted EPS is expected to be between $5.96 and $6.00 vs consensus of $5.87 with approximately 304 million weighted average shares outstanding. Full fiscal year free cash flow is expected to be between $1.700 billion and $1.740 billion. Shares +2.8% AH. More on Zoom Communications Zoom Keeps Generating Cash While Growth Remains Elusive Zoom: The Transition To Large Enterprise Zoom: Potential Value Trap With Single-Digit Growth Profile - Maintain Hold Zoom Communications Q1 2027 earnings preview: Analyst sentiment bullish Earnings week ahead: NVDA, HD, TGT, WMT, NIO, BIDU, ZIM, and more
A JPMorgan Chase & Co. -led bank group boosted a leveraged loan offering for Warner Bros. Discovery Inc. to $10.2 billion as the media company looks to refinance short-term debt ahead of its planned acquisition by Paramount Skydance Corp. The offering is comprised of two tranches: a US dollar facility that was increased to $9 billion from $5 billion, and a €1 billion ($1.16 billion) portion that’s...
A JPMorgan Chase & Co. -led bank group boosted a leveraged loan offering for Warner Bros. Discovery Inc. to $10.2 billion as the media company looks to refinance short-term debt ahead of its planned acquisition by Paramount Skydance Corp. The offering is comprised of two tranches: a US dollar facility that was increased to $9 billion from $5 billion, and a €1 billion ($1.16 billion) portion that’s unchanged, according to a person with knowledge of the matter. Such loans are typically repaid at par in the event of an acquisition that changes ownership. Investors have an opportunity to buy the loan at a discounted rate, which would allow them to make a quick profit if the planned deal with Paramount is finalized. The proposed financing comes ahead of the $110 billion consolidation of two of Hollywood’s largest legacy media companies. It’s being used to partially pay down a roughly $15 billion bridge facility, said the person, asking not to be identified because they’re not authorized to speak publicly. Bridge financing is typically more expensive than longer-term loans. Representatives for JPMorgan and Warner Bros. declined to comment.
pidjoe/iStock via Getty Images After reaching an all-time high in February, the bull market in gold seems to have cooled off a bit. Gold prices have gone up far too quickly in a short period of time, which, for an asset that does not have intrinsic value and can't be valued using traditional valuation metrics, is a major risk in itself, as market sentiment could easily shift in the other direction...
pidjoe/iStock via Getty Images After reaching an all-time high in February, the bull market in gold seems to have cooled off a bit. Gold prices have gone up far too quickly in a short period of time, which, for an asset that does not have intrinsic value and can't be valued using traditional valuation metrics, is a major risk in itself, as market sentiment could easily shift in the other direction over the short term. What's worth noting is that during the recent gold bull market, gold mining equities and the VanEck Gold Miners ETF ( GDX ) in particular have performed roughly in line with the price of the precious metal (see the graph below). That's rather unusual, as gold mining stocks are usually perceived as being a leveraged play on the price of the precious metal. Moreover, recent years have been exceptionally strong for equities more broadly, and that was yet another tailwind for the GDX. Data by YCharts Thus, either gold mining stocks have been lagging the price of gold for some reason, or investors are betting on prices of the precious metal being unsustainably high. The latter notion definitely has some merits after the spectacular bull run in gold, and I recently outlined my reasoning why I am not particularly excited about the performance of gold in the near term. Nevertheless, it is very hard to make an argument against gold beyond the short term, which is a long-lasting tailwind for gold miners. First and foremost, leading indicators in the U.S. continue to deteriorate gradually, with the Conference Board Leading Economic Index® (LEI) now at record lows. conference-board.org The potential economic impact of a recession is becoming increasingly problematic as the budget deficit to GDP now stands at more than 5%, and we haven't seen a major recession for almost 20 years now. This matters because historically, budget deficits widen significantly during recessions, which means that a potential economic slowdown could have a devastating impact on the fiscal ...
NervGen Pharma ( NASDAQ: NGEN ) on Thursday said it had commenced an underwritten public offering of common shares and accompanying warrants, as well as pre-funded warrants for certain investors. The company said it intends to use the net proceeds, together with existing cash and cash equivalents, to advance its NVG-291 program through clinical studies and for general corporate and working capital...
NervGen Pharma ( NASDAQ: NGEN ) on Thursday said it had commenced an underwritten public offering of common shares and accompanying warrants, as well as pre-funded warrants for certain investors. The company said it intends to use the net proceeds, together with existing cash and cash equivalents, to advance its NVG-291 program through clinical studies and for general corporate and working capital purposes. NervGen said the offering is being made under an amended and restated short form base shelf prospectus filed in Canada and a shelf registration statement filed with the U.S. Securities and Exchange Commission. Source: Press Release More on NervGen Pharma NervGen Pharma: I See Promise, But The Clock Is Ticking (Rating Downgrade) Seeking Alpha’s Quant Rating on NervGen Pharma Historical earnings data for NervGen Pharma Financial information for NervGen Pharma
A throwaway line from a CEO rarely moves an entire sector in a single afternoon. Dave Mosley managed it on Monday. Speaking at the JPMorgan Global Technology, Media and Communications Conference, as reported by Benzinga, the Seagate Technology (STX) chief was asked a simple question: would the ...
A throwaway line from a CEO rarely moves an entire sector in a single afternoon. Dave Mosley managed it on Monday. Speaking at the JPMorgan Global Technology, Media and Communications Conference, as reported by Benzinga, the Seagate Technology (STX) chief was asked a simple question: would the ...
(RTTNews) - Ross Stores Inc. (ROST) announced earnings for its first quarter that Increased, from the same period last year The company's earnings came in at $649.96 million, or $2.02 per share. This compares with $479.24 million, or $1.47 per share, last year. The company's revenue for the period rose 20.7% to $6.01 billion from $4.98 billion last year. Ross Stores Inc. earnings at a glance (GAAP...
(RTTNews) - Ross Stores Inc. (ROST) announced earnings for its first quarter that Increased, from the same period last year The company's earnings came in at $649.96 million, or $2.02 per share. This compares with $479.24 million, or $1.47 per share, last year. The company's revenue for the period rose 20.7% to $6.01 billion from $4.98 billion last year. Ross Stores Inc. earnings at a glance (GAAP) : -Earnings: $649.96 Mln. vs. $479.24 Mln. last year. -EPS: $2.02 vs. $1.47 last year. -Revenue: $6.01 Bln vs. $4.98 Bln last year. -Guidance: Next quarter EPS guidance: $ 1.85 To $ 1.93 Next quarter revenue guidance: 6 % To 7 % Full year EPS guidance: $ 7.50 To $ 7.74 Full year revenue guidance: 6 % To 7 % The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
July ICE NY cocoa (CCN26) on Thursday closed down -122 (-3.14%), and July ICE London cocoa #7 (CAN26) closed down -79 (-2.70%). Cocoa prices moved lower on Thursday as they consolidated just above Monday's 2.5-week lows. Thursday's rally in the dollar index ($DXY) to a 6-week high pressured most commodity prices, including cocoa. Don’t Miss a Day: Signs of abundant cocoa supplies are negative for ...
July ICE NY cocoa (CCN26) on Thursday closed down -122 (-3.14%), and July ICE London cocoa #7 (CAN26) closed down -79 (-2.70%). Cocoa prices moved lower on Thursday as they consolidated just above Monday's 2.5-week lows. Thursday's rally in the dollar index ($DXY) to a 6-week high pressured most commodity prices, including cocoa. Don’t Miss a Day: Signs of abundant cocoa supplies are negative for prices, as ICE cocoa inventories rose to a 1.75-year high of 2,692,616 bags on Thursday. Since posting 3.75-month highs last Monday, cocoa prices retreated to 2-week lows on Monday amid an outlook for abundant supplies. Last Thursday, the Ivory Coast boosted its cocoa delivery estimate to 2.2 MMT for the 2025/26 season, up from a previous projection of 1.8-1.9 MMT, citing favorable weather. Increased cocoa supplies from the Ivory Coast are bearish for prices. Monday's cumulative data from the Ivory Coast showed that farmers shipped 1.61 MMT of cocoa to ports in the current marketing year (October 1, 2025, through May 17, 2026), up +1.9% from the same period a year ago. Last Monday, cocoa prices soared to 3.75-month highs amid concerns that the formation of an El Niño weather pattern could lead to warmer, drier conditions in West Africa, potentially damaging cocoa production there. The US National Oceanic and Atmospheric Administration (NOAA) estimates a 82% probability that El Niño conditions will emerge between May and July and persist through the end of the year, with a 67% chance of a "Super El Niño." Cocoa prices also have support from early surveys of the 2026/27 West African cocoa crop that show below-average cherelle formation on cocoa trees, signaling a weak outlook for the main cocoa harvest, which begins in October. Signs that consumer demand for chocolate is holding up are a positive factor for cocoa prices. Recent earnings results from top chocolate makers Hershey and Mondelez International were better than expected and show consumer chocolate demand remains ste...
July arabica coffee (KCN26) on Thursday closed up +5.10 (+1.90%), and July ICE robusta coffee (RMN26) closed up +71 (+2.13%). Coffee prices settled higher on Thursday as concerns that an El Niño weather pattern could hurt Brazil's coffee crop next year sparked short covering in coffee futures. Coffee trade Commercial said the El Niño weather pattern may delay rains in Brazil this September and Oct...
July arabica coffee (KCN26) on Thursday closed up +5.10 (+1.90%), and July ICE robusta coffee (RMN26) closed up +71 (+2.13%). Coffee prices settled higher on Thursday as concerns that an El Niño weather pattern could hurt Brazil's coffee crop next year sparked short covering in coffee futures. Coffee trade Commercial said the El Niño weather pattern may delay rains in Brazil this September and October, when tree flowering normally occurs, hurting Brazil's 2026/27 coffee crop. The US National Oceanic and Atmospheric Administration (NOAA) estimates a 82% probability that El Niño conditions will emerge between May and July and persist through the end of the year, with a 67% chance of a "Super El Niño." Don’t Miss a Day: Coffee prices have ratcheted lower over the past month, with arabica falling to a 1.5-year nearest-futures low on Tuesday, amid an improved global supply outlook. On May 7, the Coffee Trading Academy projected Brazil's 2026/27 coffee harvest will increase by 12% y/y to 71.4 million bags. On March 19, Marex Group Plc projected a record 2026/27 Brazilian coffee crop of 75.9 million bags, surpassing Sucafina's forecast of 75.4 million bags (+15.5% y/y). On March 12, StoneX raised its Brazil 2026/27 coffee production estimate to a record 75.3 million bags, up from a November estimate of 70.7 million bags. Meanwhile, StoneX projected the 2026 global coffee surplus will expand to 10 million bags from 1.8 million bags in 2025, the biggest surplus in 6 years. Soaring coffee exports from Vietnam, the world's largest robusta producer, are bearish for robusta prices. On May 9, Vietnam's National Statistics Office reported that Vietnam's 2026 coffee exports (Jan-Apr) rose by +15.8% y/y to 810,000 MT. Vietnam's 2025 coffee exports jumped by +17.5% y/y to 1.58 MMT. Also, Vietnam's 2025/26 coffee production is projected to climb +6% y/y to a 4-year high of 1.76 MMT (29.4 million bags). ICE coffee inventories have trended lower over the past 2 months, which is supporti...
is a news writer covering all things consumer tech. Stevie started out at Laptop Mag writing news and reviews on hardware, gaming, and AI. Posts from this author will be added to your daily email digest and your homepage feed. Firefox is getting a drastic visual overhaul with a redesigned Settings section that will make it easier to find and use privacy settings, including the switch for turning o...
is a news writer covering all things consumer tech. Stevie started out at Laptop Mag writing news and reviews on hardware, gaming, and AI. Posts from this author will be added to your daily email digest and your homepage feed. Firefox is getting a drastic visual overhaul with a redesigned Settings section that will make it easier to find and use privacy settings, including the switch for turning off all present and future AI features. Mozilla calls the redesign “Project Nova” and plans to begin rolling it out later this year. It features rounded UI elements throughout, including bubble-like tabs, along with a refreshed, fire-inspired color palette. Mozilla says it’s also updating icons so they’re more visually consistent across light and dark themes. Previous Next 1 / 2 The Project Nova redesign will make the toolbar and tabs more rounded. Firefox’s AI features and models aren’t downloaded to your computer unless you choose to use them, even if you haven’t turned on the complete block in the settings. But if you do have any installed, it’s already easier to see which ones, and how much space they’re taking up, compared to Google Chrome’s contentious 4GB download. While the redesign isn’t coming until later this year, Mozilla also announced a new feature on Thursday that’s available now: support for the Web Serial API. As Mozilla notes: “For example, websites can control devices or deliver firmware without requiring native applications or installers.” The new API is part of Firefox 151, which was released this week and also includes an updated design for the Firefox Home page, new wallpapers, and the option to merge multiple PDFs together in the browser’s PDF viewer. Image: Mozilla On the productivity side, the new design will bring back Firefox’s compact mode, which condenses browser controls like the forward and backward buttons. The redesign will also make it easier to access tab groups, split view, and vertical tabs. Project Nova will also include more customizat...