Earnings Call Insights: Collegium Pharmaceutical (COLL) Q1 2026 Management view “In the first quarter, we made meaningful progress on our 2026 strategic priorities and took an important step forward with the proposed acquisition of AZSTARYS,” said CEO Vikram Karnani, adding that “the addition of
Earnings Call Insights: Collegium Pharmaceutical (COLL) Q1 2026 Management view “In the first quarter, we made meaningful progress on our 2026 strategic priorities and took an important step forward with the proposed acquisition of AZSTARYS,” said CEO Vikram Karnani, adding that “the addition of
Berkshire Hathaway Michael M. Santiago/Getty Images News This past Saturday, Berkshire Hathaway Inc. ( BRK.B ) reported its first quarter 2026 earnings. The release missed expectations on both revenue and EPS, with sales being a full $1.5 billion off
Berkshire Hathaway Michael M. Santiago/Getty Images News This past Saturday, Berkshire Hathaway Inc. ( BRK.B ) reported its first quarter 2026 earnings. The release missed expectations on both revenue and EPS, with sales being a full $1.5 billion off
Honduras’ new president is reviewing his predecessor’s agreements with China, a process that could help the US push to reduce the Asian nation’s influence in the region and lead to recognition of Taiwan. In an interview, Nasry Asfura said that before Honduras can make a “final decision” on its relationships in Asia, the government needs to look over commitments and accords signed by predecessor Xi...
Honduras’ new president is reviewing his predecessor’s agreements with China, a process that could help the US push to reduce the Asian nation’s influence in the region and lead to recognition of Taiwan. In an interview, Nasry Asfura said that before Honduras can make a “final decision” on its relationships in Asia, the government needs to look over commitments and accords signed by predecessor Xiomara Castro ’s administration, which recognized China over Taiwan in 2023. Telecommunications equipment from Chinese firm Huawei Technologies Co. is part of the review, and Honduras is in talks with the US government on using technology from Cisco Systems Inc. , he said. The government wants communications equipment with the latest anti-fraud and anti-terrorism systems and sees its friendly relations with the US as “very interesting in the analysis of those technologies,” he said. During the 2025 campaign, Asfura said Honduras needed to break diplomatic relations with Beijing and recognize Taiwan because the country received more in aid and trade when the country had formal ties with Taipei. Asfura, who took office in January, received Donald Trump ’s endorsement ahead of last year’s vote and was invited to the US president’s Shield of the Americas summit in March alongside other conservative Latin American presidents including El Salvador’s Nayib Bukele and Argentina’s Javier Milei . “We are seeking to strengthen the best possible relationship with ally countries that is most beneficial for Honduras,” Asfura said Wednesday in an interview at the Milken Institute Global Conference in Beverly Hills. “As president, it is my duty to seek out ally countries where we can have greater trade and investment.” Read more: Honduras Presidential Rival Vows to Embrace US, Rebuff China The Trump administration has pressured governments throughout Latin America to reconsider their relationships with its rival superpower in Asia. US Treasury Secretary Scott Bessent has said Milei is “comm...
Deglobalization has been a recurring theme in macro research for over a decade, but according to a new note from TS Lombard, the process is no longer just theoretical, it is gaining tangible momentum, with real consequences for inflation, supply chains, and government spending.
Deglobalization has been a recurring theme in macro research for over a decade, but according to a new note from TS Lombard, the process is no longer just theoretical, it is gaining tangible momentum, with real consequences for inflation, supply chains, and government spending.
As of March 31, 2026, Ballast Asset Management fully exited its position in Resolute Holdings Management (NYSE:RHLD) , selling 15,869 shares in a trade estimated at $2.89 million based on quarterly average pricing. According to a filing with the U.S. Securities and Exchange Commission dated May 7, 2026, Ballast Asset Management sold 15,869 shares of Resolute Holdings Management. The estimated tran...
As of March 31, 2026, Ballast Asset Management fully exited its position in Resolute Holdings Management (NYSE:RHLD) , selling 15,869 shares in a trade estimated at $2.89 million based on quarterly average pricing. According to a filing with the U.S. Securities and Exchange Commission dated May 7, 2026, Ballast Asset Management sold 15,869 shares of Resolute Holdings Management. The estimated transaction value is $2.89 million, calculated using the average closing price for the first quarter of 2026. The fund’s quarter-end position value in the company changed by $3.25 million, reflecting both the sale and stock price changes. Resolute Holdings Management is an alternative asset management platform headquartered in New York City. The company leverages a specialized business services model to deliver tailored investment solutions to institutional and high-net-worth clients. With a focus on disciplined asset management and fee-based revenue streams, Resolute Holdings Management aims to differentiate itself through expertise in alternative investments and operational efficiency. Continue reading
(Bloomberg) -- CoreWeave Inc. shares are on a scorching run in 2026 as demand for computing capacity to power artificial intelligence keeps growing. But now investors want to see some proof that the neo-cloud provider is executing on its ambitious plans. Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Has Opened a Passage Through Hormuz, Cent...
(Bloomberg) -- CoreWeave Inc. shares are on a scorching run in 2026 as demand for computing capacity to power artificial intelligence keeps growing. But now investors want to see some proof that the neo-cloud provider is executing on its ambitious plans. Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Has Opened a Passage Through Hormuz, Central Command SaysDOJ Plans Intervention in Trump Supreme Court Carroll AppealChina Asks Banks to Paus
Michael M. Santiago/Getty Images News DoorDash ( DASH ) plans to spend more than $50M this spring to help its delivery drivers deal with sharply higher fuel costs. The company is offering the aid mainly through temporary pay boosts and gas rewards in the second quarter. The
Michael M. Santiago/Getty Images News DoorDash ( DASH ) plans to spend more than $50M this spring to help its delivery drivers deal with sharply higher fuel costs. The company is offering the aid mainly through temporary pay boosts and gas rewards in the second quarter. The
July ICE NY cocoa (CCN26 ) today is up +257 (+6.22%), and July ICE London cocoa #7 (CAN26 ) is up +175 (+5.64%). Cocoa prices today added to this week's surge, with NY cocoa posting a 2.75-month high and London cocoa posting a 3.5-month high. Cocoa is rallying sharply today...
July ICE NY cocoa (CCN26 ) today is up +257 (+6.22%), and July ICE London cocoa #7 (CAN26 ) is up +175 (+5.64%). Cocoa prices today added to this week's surge, with NY cocoa posting a 2.75-month high and London cocoa posting a 3.5-month high. Cocoa is rallying sharply today...
The S&P 500 Index ($SPX ) (SPY ) today is down -0.40%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.51%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.28%. Equity markets retreated this afternoon, erasing earlier gains as a resurgence in crude oil...
The S&P 500 Index ($SPX ) (SPY ) today is down -0.40%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.51%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.28%. Equity markets retreated this afternoon, erasing earlier gains as a resurgence in crude oil...
Cheniere Energy Inc. plunged almost 10% after posting a surprise $3.5 billion loss driven by a drop in the value of hedges as the Iran war upended natural gas markets. The US gas exporter cited “unfavorable variances related to changes in the fair value of our derivative instruments” for the first-quarter loss, according to a statement Thursday. All 14 analysts in a Bloomberg survey had been expec...
Cheniere Energy Inc. plunged almost 10% after posting a surprise $3.5 billion loss driven by a drop in the value of hedges as the Iran war upended natural gas markets. The US gas exporter cited “unfavorable variances related to changes in the fair value of our derivative instruments” for the first-quarter loss, according to a statement Thursday. All 14 analysts in a Bloomberg survey had been expecting Cheniere to post positive net income. “The surge in international gas prices and increased volatility during the quarter drove the unrealized non-cash losses and our overall net loss for the quarter,” Chief Financial Officer Zach Davis told analysts during a conference call. The shares dropped as much as 9.7% for the steepest intraday decline in more than a year. As of 1:21 p.m. in New York, the stock was down 5.3%. Excluding the impact of derivative losses and tax impacts, Cheniere earned $1 billion, Davis said. Going forward, the hedges will unwind and generate gains, he added. More broadly speaking, the global gas market is poised to remain tight for the rest of 2026 and into 2027 because of the damage and disruption heaped upon key LNG suppliers such as Qatar and the United Arab Emirates, Executive Vice President Anatol Feygin said.
Earnings Call Insights: MarketAxess (MKTX) Q1 2026 Management View "We grew total revenue by 12% to a record $233 million including very strong 20% growth in product areas outside U.S. credit" (CEO & Director Christopher Concannon), adding that "Momentum continued to build with our new initiatives and generated approximately
Earnings Call Insights: MarketAxess (MKTX) Q1 2026 Management View "We grew total revenue by 12% to a record $233 million including very strong 20% growth in product areas outside U.S. credit" (CEO & Director Christopher Concannon), adding that "Momentum continued to build with our new initiatives and generated approximately