The long-awaited Tesla Semi has landed a major order. WattEV announced Tuesday at ACT Expo that it ordered 370 Tesla Semi Class 8 electric trucks. Deliveries of the first 50 Semis will begin in 2026. Once complete by the end of 2027, the deployment will be the largest single electric truck deployment in California. The […] The post WattEV orders 370 Tesla Semis in record California EV deployment a...
The long-awaited Tesla Semi has landed a major order. WattEV announced Tuesday at ACT Expo that it ordered 370 Tesla Semi Class 8 electric trucks. Deliveries of the first 50 Semis will begin in 2026. Once complete by the end of 2027, the deployment will be the largest single electric truck deployment in California. The […] The post WattEV orders 370 Tesla Semis in record California EV deployment appeared first on FreightWaves.
Nextdoor Holdings (NYSE: NXDR) stock soared 19.3% through noon ET Thursday after beating analyst sales forecasts in its Q1 2026 financial report last night. The company wasn't profitable, but it reported $61.7 million in revenue for the quarter, instead of the $58.6 million analysts had expected. Image source: Getty Images. Continue reading
Nextdoor Holdings (NYSE: NXDR) stock soared 19.3% through noon ET Thursday after beating analyst sales forecasts in its Q1 2026 financial report last night. The company wasn't profitable, but it reported $61.7 million in revenue for the quarter, instead of the $58.6 million analysts had expected. Image source: Getty Images. Continue reading
In this episode of Motley Fool Hidden Gems Investing , Motley Fool Chief Investment Officer Andy Cross talks with Stephen Witt, author of The Thinking Machine: Jensen Huang, Nvidia, and the World's Most Coveted Microchip . To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center . When you're ready to invest, check out this top 10 list of stocks to buy . A full t...
In this episode of Motley Fool Hidden Gems Investing , Motley Fool Chief Investment Officer Andy Cross talks with Stephen Witt, author of The Thinking Machine: Jensen Huang, Nvidia, and the World's Most Coveted Microchip . To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center . When you're ready to invest, check out this top 10 list of stocks to buy . A full transcript is below. Continue reading
mapo/iStock via Getty Images Market and portfolio review The quarter was characterized by increased volatility driven by a combination of geopolitical developments and evolving expectations around AI. Escalating tensions in the Middle East and the associated rise in oil prices added to macro uncertainty and shifting interest rate expectations, while ongoing debate around AI's long-term implication...
mapo/iStock via Getty Images Market and portfolio review The quarter was characterized by increased volatility driven by a combination of geopolitical developments and evolving expectations around AI. Escalating tensions in the Middle East and the associated rise in oil prices added to macro uncertainty and shifting interest rate expectations, while ongoing debate around AI's long-term implications — particularly disruption risks — continued to influence market leadership. Performance across the cap spectrum was mixed. Despite a sharp selloff in March, smaller-cap stocks maintained their relative outperformance year to date, with the Russell 2000 up 0.89% versus a 4.18% decline for the Russell 1000. The small-mid segment was the strongest, with the Russell 2500 returning 2.04% for the quarter. From a sector perspective, energy was far and away the best-performing sector in Q1, advancing 39% in the quarter as oil prices rose sharply due to supply concerns following the closure of the Strait of Hormuz; consumer staples followed in a distant second (+6.7%). Financials was the weakest sector (-6.1%), pressured by macro and interest rate uncertainty as well as fear about potential AI-disruption impacting financial and consulting services. Consumer discretionary (-5.3%) also lagged, as investors grew increasingly cautious on the consumer amid rising energy costs and potential inflationary pressures. Our relative underperformance in the quarter stemmed from three primary areas: AI-related stocks (both what we own and don't own), consumer and housing-related concerns, and health care stock selection. Many companies within the Russell 2500 Index are benefitting from substantial dollars being spent on AI-related capital spending, with several stocks including SanDisk (+168%), Lumentum Holdings (+91%) and Comfort Systems (+48%), increased materially in Q1 (notably, this dynamic is more impactful in the Russell 2500 Value Index). While we do have exposure to this theme through ...
Earnings Call Insights: Suburban Propane Partners, L.P. (SPH) Q2 fiscal 2026 Management View "The fiscal 2026 second quarter was another solid quarter for Suburban Propane." (President, CEO & Supervisor Michael A. Stivala) "Our core propane business performed extremely well in a very challenging heating season." (President, CEO & Supervisor Stivala) "We made great progress stabilizing production a...
Earnings Call Insights: Suburban Propane Partners, L.P. (SPH) Q2 fiscal 2026 Management View "The fiscal 2026 second quarter was another solid quarter for Suburban Propane." (President, CEO & Supervisor Michael A. Stivala) "Our core propane business performed extremely well in a very challenging heating season." (President, CEO & Supervisor Stivala) "We made great progress stabilizing production and advancing our expansion projects in our renewable natural gas business." (President, CEO & Supervisor Stivala) "And with our excess cash flows from operations, we continued to reduce our total outstanding debt." (President, CEO & Supervisor Stivala) "In our renewable natural gas operations, average daily D3 RNG injection during the second quarter of fiscal 2026 increased 16% compared to the prior sequential quarter and more than 12% compared to the prior year second quarter, driven by improved facility uptime and the benefits of our capital investments and process improvements..." (President, CEO & Supervisor Stivala) "...with our new anaerobic digester facility in Upstate New York and our gas upgrading system at our facility in Columbus, Ohio... we expect to add approximately 200,000 MMBtus of annual production to our RNG platform." (President, CEO & Supervisor Stivala) "Excluding these and certain other noncash items, adjusted net income for the second quarter was $139.3 million or $2.09 per common unit..." (Chief Financial Officer Mike Kuglin) "Adjusted EBITDA for the second quarter was $175.3 million..." (Chief Financial Officer Kuglin) Outlook "...our new anaerobic digester facility in Upstate New York and our gas upgrading system at our facility in Columbus, Ohio... remain on schedule for completion during the second half of fiscal 2026..." (President, CEO & Supervisor Stivala) "...we expect to add approximately 200,000 MMBtus of annual production to our RNG platform." (President, CEO & Supervisor Stivala) "...we recognized $3.5 million of PTCs earned on D3 RNG inj...
Earnings Call Insights: Kelly Services (KELYA) Q1 2026 Management View CEO Chris Layden described a stable quarter in a cautious hiring environment, saying, “conditions through the quarter were stable, consistent with our expectations,” and added that “total company revenue exceeded our expectations and adjusted EBITDA margin was in line with our expectations.” Layden highlighted sequential improv...
Earnings Call Insights: Kelly Services (KELYA) Q1 2026 Management View CEO Chris Layden described a stable quarter in a cautious hiring environment, saying, “conditions through the quarter were stable, consistent with our expectations,” and added that “total company revenue exceeded our expectations and adjusted EBITDA margin was in line with our expectations.” Layden highlighted sequential improvement in core staffing trends and tech-enabled talent solutions, saying, “in ETM, staffing and overall revenue trends improved sequentially from the fourth quarter, including growth in talent solutions across our technology-enabled and AI-powered MSP, RPO and PPO offerings.” Layden emphasized a large new win and near-term expansion potential, stating, “among them is a significant MSP program with a leading global oil and gas company across its North American operations,” and “with the initial implementation of this new MSP program complete, we have clear line of sight to additional expansion opportunities.” Layden said Kelly is formalizing a commercial “1 Kelly” approach via a new growth office and a unified CRM, stating, “central to this effort is the migration of all commercial teams onto a new unified CRM system,” and “we expect the migration to be complete by mid-year.” Layden announced a senior leadership appointment and signaled a transition in ETM oversight, saying, “in March, we welcomed Joel Leege as President of SET,” and “I’m also reevaluating the leadership structure within the ETM business… in the interim, I will be closely involved in the management of ETM.” CFO Troy Anderson reported Q1 revenue and the underlying demand picture, stating, “for the first quarter of 2026, revenue totaled $1 billion, which was down 10.7% overall versus Q1 of last year, is favorable to our guidance,” and “excluding the previously disclosed discrete impacts… revenue was down 3.3% on an underlying basis.” Outlook Anderson said the company’s outlook was unchanged from February: “our ...
Earnings Call Insights: Amprius Technologies (AMPX) Q1 2026 Management view "I'm pleased to report Q1 revenue of $28.5 million, up 2.5x year-over-year and 13% higher sequentially," said CEO Thomas Stepien, and added, "The strong results give us the confidence to increase our revenue guidance for the full year to at least $130 million, $5 million above our previous forecast." Stepien highlighted de...
Earnings Call Insights: Amprius Technologies (AMPX) Q1 2026 Management view "I'm pleased to report Q1 revenue of $28.5 million, up 2.5x year-over-year and 13% higher sequentially," said CEO Thomas Stepien, and added, "The strong results give us the confidence to increase our revenue guidance for the full year to at least $130 million, $5 million above our previous forecast." Stepien highlighted defense/UAS customer momentum and linked it to downstream demand visibility, saying, "Three Amprius customers leveraging our SiCore batteries have recently received notable multimillion dollar awards," and, "Their success boosts our visibility into future purchase orders for SiCore cells." Stepien announced a China LEV win, saying, "We are pleased to announce that our silicon anode cells were selected by a leading light electric vehicle customer based in China," and, "This customer placed a $21 million multi-quarter purchase order for batteries for 2- and 3-wheeled vehicles." Stepien updated the DIU contract expansion: "In the March quarter, the contract was increased for a third time and now totals $18.1 million," and said the increase "adds delivery of 3 types of silicon anode cylindrical cells and 4 standard-sized pouch cells." "Our Q1 gross profit was $5.7 million, producing a gross margin of 20%," said CFO Ricardo Rodriguez, explaining the sequential decline: "Our Q1 SiMaxx-related overhead costs were up more than $3 million. Essentially, these are fixed costs against only $618,000 of revenue." Rodriguez described the warrant exchange as capital-structure simplification: "We announced an agreement to exchange our outstanding public warrants for common shares, which will simplify and strengthen our capital structure," and added it was "consistent with the broader optimization of our capital structure that we've been executing, such as closing the ATM, settling the Colorado lease and now managing our warrant overhang proactively." Outlook "We are raising our revenue guidan...
Earnings Call Insights: Compass Minerals (CMP) Q2 fiscal 2026 Management View “In the second quarter, we retired our remaining $150 million of the 2027 senior unsecured notes earlier than anticipated,” Edward Dowling (President, CEO & Director) said, adding that the company is “push[ing] on operational improvements at Goderich and elsewhere” and that “we simplified our portfolio with the sale of o...
Earnings Call Insights: Compass Minerals (CMP) Q2 fiscal 2026 Management View “In the second quarter, we retired our remaining $150 million of the 2027 senior unsecured notes earlier than anticipated,” Edward Dowling (President, CEO & Director) said, adding that the company is “push[ing] on operational improvements at Goderich and elsewhere” and that “we simplified our portfolio with the sale of our Wynyard SOP operation, which was completed during the quarter.” Dowling said salt market setup for the next season remains supportive, stating, “The North American highway deicing market remains structurally tight,” and “inventories across the system are low following the past winter, which is constructive from both the pricing and tender size growth,” while emphasizing discipline: “We'll be focused on maximizing the value of every ton we commit for the next season.” Peter Fjellman (Chief Financial Officer) reported, “For the second quarter of fiscal 2026, consolidated revenue was $453 million,” and “Adjusted EBITDA was $86 million,” with “Adjusted EBITDA margin was 19.1%,” while attributing the margin improvement to “adjusted EBITDA margin growth in both the salt and the plant nutrition business as well as lower SG&A expense year-over-year.” Outlook Fjellman said, “We are updating our full year adjusted EBITDA guidance range of $212 million to $236 million with a midpoint of $224 million,” while noting an outlook mix shift: “We have adjusted Salt segment outlook. The midpoint is now $233 million compared to the previous midpoint of $241 million,” and “Plant Nutrition adjusted EBITDA is now $43 million to $47 million compared with the midpoint of $45 million, up from the prior midpoint.” Management tied the salt adjustment to operating realities, with Fjellman saying the update reflects “geographic mix,” “production dynamics at a facility level,” and “product mix,” and that this year included “limited winter impact out West and volume and higher cost served markets.” Com...
Earnings Call Insights: U.S. Energy Corp. (USEG) Q1 2026 Management view "The first quarter reflects a company in the middle of a deliberate transition." (President, CEO & Director Ryan Smith) "We've intentionally divested noncore legacy oil and gas assets" and "redirected the proceeds into the largest organic development project in our company's history," adding that "the U.S. Energy of 2027 and ...
Earnings Call Insights: U.S. Energy Corp. (USEG) Q1 2026 Management view "The first quarter reflects a company in the middle of a deliberate transition." (President, CEO & Director Ryan Smith) "We've intentionally divested noncore legacy oil and gas assets" and "redirected the proceeds into the largest organic development project in our company's history," adding that "the U.S. Energy of 2027 and beyond is not a legacy E&P." (President, CEO & Director Smith) "In the past 90 days alone, we have reached final investment decision on our Big Sky Carbon Hub processing facility, executed a fixed-scope EPC contract with CANUSA, completed our Phase 1 cap stack... formally suspended our equity line of credit and signed a 5-year 100% take-or-pay helium offtake agreement." (President, CEO & Director Smith) "The plant is designed for approximately 8 million cubic feet per day of inlet capacity, targeting roughly 14 million cubic feet of high-purity helium and approximately 125,000 metric tons of refined CO2 per year at initial operations." (President, CEO & Director Smith) "Commercial operations remain targeted for the first quarter of 2027." (President, CEO & Director Smith) "Based on our interactions to date, we have not identified any material issues, and we continue to expect approvals during the summer of 2026." (President, CEO & Director Smith) He said EPA approvals are required for 45Q and "underpins approximately $130 million of credit value over the first 12 years of Phase 1 operations alone." (President, CEO & Director Smith) "Phase 1 capacity is up to 1.2 million cubic feet per month or roughly 14.4 million cubic feet per year at a fixed plant gate price of $285 per Mcf with CPI-linked escalation beginning March 1, 2028, and a year-3 pricing redetermination that preserves upside." (President, CEO & Director Smith) "The Phase 1 capital stack is now complete." (Chief Financial Officer Mark Zajac) "We amended our senior secured credit agreement, doubling the borrowing b...
From building an online community to losing long-term friendships, micro-influencer couples explain their experiences in age-gap relationships When it comes to relationships with extreme power imbalances – say, professional hierarchies or underage participants – there is broad consensus on what’s acceptable. But a relationship between people whose ages differ by a decade or so confuses and intrigu...
From building an online community to losing long-term friendships, micro-influencer couples explain their experiences in age-gap relationships When it comes to relationships with extreme power imbalances – say, professional hierarchies or underage participants – there is broad consensus on what’s acceptable. But a relationship between people whose ages differ by a decade or so confuses and intrigues people endlessly. Generally, the wider the age gap and the younger one partner is, the greater the skepticism. Older men have long been side-eyed for dating substantially younger women. The reverse – older women with younger men – also remains somewhat subversive. But the latter dynamic is increasingly celebrated – last year, the Cut covered the trend of older women seeking younger partners, and last month, the New York Times released a podcast episode titled “Older Women Are in Demand by Younger Men”. Continue reading...
Alphabet's Google has proposed changes to how news results are ranked and shown in European search, responding to ongoing EU antitrust scrutiny. The move is aimed at addressing regulators' concerns and potentially avoiding additional multibillion euro fines under newer EU tech rules. These changes could affect how European users see news content and how publishers receive traffic from Google Searc...
Alphabet's Google has proposed changes to how news results are ranked and shown in European search, responding to ongoing EU antitrust scrutiny. The move is aimed at addressing regulators' concerns and potentially avoiding additional multibillion euro fines under newer EU tech rules. These changes could affect how European users see news content and how publishers receive traffic from Google Search. For investors watching NasdaqGS:GOOGL, this highlights that a large part of Alphabet's value...
imaginima/E+ via Getty Images By Elior Manier WTI crude oil dropped sharply yesterday after Axios reported that the US and Iran are working on a broad peace deal. The strong selling pressure is continuing into today. After falling 8% yesterday, WTI is down another 5% today. Sellers are clearly getting in control of the market. For months, prices rose steadily due to geopolitical tensions. Now, the...
imaginima/E+ via Getty Images By Elior Manier WTI crude oil dropped sharply yesterday after Axios reported that the US and Iran are working on a broad peace deal. The strong selling pressure is continuing into today. After falling 8% yesterday, WTI is down another 5% today. Sellers are clearly getting in control of the market. For months, prices rose steadily due to geopolitical tensions. Now, the trend has quickly shifted to a clear downward move. Now that prices have dropped below the key $100 level, the pressure is falling, and sellers are pushing toward $90. The main question is whether this momentum will break that important support, as momentum becomes slightly oversold and participants will look to confirm the latest narratives. Peace Deal odds for June 30 – Source: Polymarket The prediction-market odds of a US-Iran peace deal by June 30 are currently around 55% after remaining around 30% for a while – A peace deal by May 31 is quite optimistic, but the odds are also rising above 40%. Traders are selling oil mainly because negotiations are moving toward an agreement to reopen the Strait of Hormuz, as confirmed by a report from Al Arabiya . Allowing normal shipping through this key route is a major reason for the drop in oil prices. But for oil to fall another $20 and for gas prices to drop for consumers, a formal deal still needs to be signed. This possible peace will need to be confirmed during the coming weeks of diplomatic talks, which recent statements have hinted at – With the much anticipated Trump-Xi meeting taking place next week, this could be an important date for the oil market. Now, let's take a closer look at the technical analysis for WTI crude to see if sellers can push prices below the $90 support level. US Oil Intraday Timeframe Analysis WTI 4H Chart and Technical Levels WTI Oil 4H Chart – May 7, 2026. Source: TradingView WTI has officially formed a decent-looking top, with a lower high throughout the past week leading to the ongoing tumble, ...
Robert Way/iStock Editorial via Getty Images Introduction Nvidia Corporation ( NVDA ) is closing out the big tech earnings season on May 20 , and today I’ll take a look at what to expect heading into the earnings, not only business-wise but also for the stock price. Breaking down this stock before the earnings has slowly become a tradition of mine, as my latest coverage was before the company anno...
Robert Way/iStock Editorial via Getty Images Introduction Nvidia Corporation ( NVDA ) is closing out the big tech earnings season on May 20 , and today I’ll take a look at what to expect heading into the earnings, not only business-wise but also for the stock price. Breaking down this stock before the earnings has slowly become a tradition of mine, as my latest coverage was before the company announced its previous quarter. Back then, I said the company looks strong, but it still could sink after it publishes the results: If I weren't already a shareholder, I wouldn't be buying ahead of earnings. The stock often dips after the report, so I’d either wait or split my entry between "before" and "after" just to be safe. Ultimately, Nvidia is the type of solid company you can dollar-cost average into over the long term. Even if the AI boom slows down, we will eventually see new hardware update cycles in three, five, or seven years. Nvidia will simply become a cyclical leader, dipping when the cycle cools, and surging whenever the companies start upgrading. Previous Coverage Not only did the stock drop on earnings as I’d predicted, but the market sentiment based on geopolitical fears also continued dragging it down throughout March 2026. The stock went as low as $165 per share soon after that piece was written. My previous article was largely focused on sentiment around Nvidia, and while I wasn’t trying to predict the war, I mentioned it was one of the main drivers of NVDA price movement, which remains true to this very day. Data by YCharts Today, I’ll discuss the underlying business of Nvidia, focusing more on numbers in Q4 2026 and expectations for Q1 2027. If you’re interested in Nvidia’s AI positioning, I suggest reading my article about it . Q1 2027 Preview Going into this quarter, the management has set a revenue target of $78 billion, which would be a 14.5% increase quarter over quarter (if achieved) and a $10 billion growth in only 3 months. $10 billion, this is a...
Robert Way/iStock Editorial via Getty Images Introduction Nvidia Corporation ( NVDA ) is closing out the big tech earnings season on May 20 , and today I’ll take a look at what to expect heading into the earnings, not only business-wise but also for the stock price. Breaking down this stock before the earnings has slowly become a tradition of mine, as my latest coverage was before the company anno...
Robert Way/iStock Editorial via Getty Images Introduction Nvidia Corporation ( NVDA ) is closing out the big tech earnings season on May 20 , and today I’ll take a look at what to expect heading into the earnings, not only business-wise but also for the stock price. Breaking down this stock before the earnings has slowly become a tradition of mine, as my latest coverage was before the company announced its previous quarter. Back then, I said the company looks strong, but it still could sink after it publishes the results: If I weren't already a shareholder, I wouldn't be buying ahead of earnings. The stock often dips after the report, so I’d either wait or split my entry between "before" and "after" just to be safe. Ultimately, Nvidia is the type of solid company you can dollar-cost average into over the long term. Even if the AI boom slows down, we will eventually see new hardware update cycles in three, five, or seven years. Nvidia will simply become a cyclical leader, dipping when the cycle cools, and surging whenever the companies start upgrading. Previous Coverage Not only did the stock drop on earnings as I’d predicted, but the market sentiment based on geopolitical fears also continued dragging it down throughout March 2026. The stock went as low as $165 per share soon after that piece was written. My previous article was largely focused on sentiment around Nvidia, and while I wasn’t trying to predict the war, I mentioned it was one of the main drivers of NVDA price movement, which remains true to this very day. Data by YCharts Today, I’ll discuss the underlying business of Nvidia, focusing more on numbers in Q4 2026 and expectations for Q1 2027. If you’re interested in Nvidia’s AI positioning, I suggest reading my article about it . Q1 2027 Preview Going into this quarter, the management has set a revenue target of $78 billion, which would be a 14.5% increase quarter over quarter (if achieved) and a $10 billion growth in only 3 months. $10 billion, this is a...