JHVEPhoto/iStock Editorial via Getty Images Becton, Dickinson ( BDX ) added ~6%, marking its biggest intraday rally since August after the MedTech giant reported better-than-expected results for Q2 2026 and raised its full-year earnings outlook. The company reported $4.7B in revenue with ~5% YoY growth for Q2, beating the consensus by $30M as its Medical Essentials and Connected Care segments adde...
JHVEPhoto/iStock Editorial via Getty Images Becton, Dickinson ( BDX ) added ~6%, marking its biggest intraday rally since August after the MedTech giant reported better-than-expected results for Q2 2026 and raised its full-year earnings outlook. The company reported $4.7B in revenue with ~5% YoY growth for Q2, beating the consensus by $30M as its Medical Essentials and Connected Care segments added $1.6B and $1.1B to the topline, respectively, with ~5% YoY growth each. Its U.S. sales climbed ~5% YoY on a forex-adjusted basis to $2.9B, offsetting headwinds in its overseas markets, where sales fell ~1% YoY on a forex-adjusted basis amid a ~1% YoY decline in sales from the Medical Essentials unit. The company posted $2.90 of adjusted earnings per diluted share for Q2, beating the consensus by $0.13. Reaffirming the growth outlook of more than low single digits for 2026, BD (BD) raised its earnings outlook to $12.52 - $12.72 of adjusted EPS from $12.35 - $12.65 in the prior forecast, exceeding $12.48 in the consensus. Concurrently, the New Jersey-based firm promoted Vitor Roque, who has been serving as its interim chief financial officer since December, to the permanent CFO position effective May 7. More on Becton, Dickinson Becton, Dickinson and Company (BDX) Q2 2026 Earnings Call Transcript Becton, Dickinson and Company 2026 Q2 - Results - Earnings Call Presentation Becton, Dickinson: Value Or Overvalued Even Now? BD forecasts FY 2026 adjusted EPS of $12.52-$12.72 while reaffirming low-single-digit revenue growth BD names Vitor Roque as CFO
J Studios Foreign financial stocks are delivering strong Quant consensus readings across sectors, with every single name on this top 10 list carrying a Strong Buy designation, with scores ranging from 4.71 to 4.89. Below is a list of the top 10 foreign financial stocks ranked according to their Seeking Alpha Quant Ratings. The list includes diversified banks, insurance companies, and financial exc...
J Studios Foreign financial stocks are delivering strong Quant consensus readings across sectors, with every single name on this top 10 list carrying a Strong Buy designation, with scores ranging from 4.71 to 4.89. Below is a list of the top 10 foreign financial stocks ranked according to their Seeking Alpha Quant Ratings. The list includes diversified banks, insurance companies, and financial exchanges from markets outside the United States, with market capitalizations ranging from approximately $2 billion to over $313 billion. The list is led by Banco do Brasil S.A. ( BDORY ), which holds the top position with a Quant Rating of 4.89. HSBC Holdings plc ( HSBC ) and Barclays PLC ( BCS ) follow closely behind, with Woori Financial Group Inc. ( WF ) and Shinhan Financial Group Co., Ltd. ( SHG ) rounding out the top five. The list reflects geographic diversity across the global financial sector, featuring firms from the United Kingdom, South Korea, Brazil, Panama, and Japan. Seeking Alpha’s Quant Ratings system grades stocks based on their relative performance on critical quantitative measures, including valuation, growth, stock momentum, and profitability. Ratings are given on a scale from 1 to 5, with any score of 3.5 or above considered a bullish rating, while a rating of 2.5 or below indicates a bearish assessment. Here is the list: Banco do Brasil S.A. ( BDORY ), Quant Rating: 4.89 HSBC Holdings plc ( HSBC ), Quant Rating: 4.87 Barclays PLC ( BCS ), Quant Rating: 4.86 Woori Financial Group Inc. ( WF ), Quant Rating: 4.86 Shinhan Financial Group Co., Ltd. ( SHG ), Quant Rating: 4.78 Lloyds Banking Group plc ( LYG ), Quant Rating: 4.77 B3 S.A. - Brasil, Bolsa, Balcão ( BOLSY ), Quant Rating: 4.74 Banco Latinoamericano de Comercio Exterior, S. A. ( BLX ), Quant Rating: 4.73 BB Seguridade Participações S.A. ( BBSEY ), Quant Rating: 4.73 Tokio Marine Holdings, Inc. ( TKOMY ), Quant Rating: 4.71 More on Banco do Brasil S.A., HSBC Holdings, etc. BB Seguridade Participaçõ...
Beijing Flip-Flops, Asks Banks To Pause Loans To Sanctioned Refiners Days After Ordering Them To Ignore Sanctions Over the weekend, we reported that in what some called a "watershed moment", Beijing ordered Chinese companies not to comply with US sanctions on five domestic refiners linked to the Iranian oil trade, deploying for the first time a blocking measure introduced in 2021 that was aimed at...
Beijing Flip-Flops, Asks Banks To Pause Loans To Sanctioned Refiners Days After Ordering Them To Ignore Sanctions Over the weekend, we reported that in what some called a "watershed moment", Beijing ordered Chinese companies not to comply with US sanctions on five domestic refiners linked to the Iranian oil trade, deploying for the first time a blocking measure introduced in 2021 that was aimed at protecting its firms from foreign laws it deemed unjustified. Of note, China's refiners - including Hengli Petrochemical (Dalian) Refinery which was sanctioned last month and several other privately-owned processors - had been facing asset freezes and transaction bans. Hengli was the most ambitious target to date in China’s refining sector, and underscores US eagerness to push Iran to the negotiating table at all costs, even just weeks before an expected and long-awaited meeting between Trump and his counterpart Xi Jinping. Well, maybe not. In an apparent reversal of its blocking measure orders, overnight Bloomberg reported that China’s financial regulator advised the country’s largest banks to temporarily suspend new loans to five refiners recently sanctioned by the US over their ties to Iranian oil. The National Financial Regulatory Administration asked banks to review their exposure and business dealings with firms including the abovementioned Hengli Petrochemical (Dalian) Refinery, one of China’s largest private refiners, while awaiting further guidance. For now, banks have been guided not to extend new yuan-denominated credit, though they have also been told not to call in existing loans , Bloomberg's sources said. The verbal directive, which came before China entered a long holiday weekend on May 1 and ahead of the upcoming Trump-Xi summit contrasts with a May 2 notice from China’s Ministry of Commerce, which instructed companies to disregard US sanctions. That was the first time China had deployed a blocking measure introduced in 2021 aimed at protecting its firms f...
Oil market liquidity has evaporated since the start of the US-Iran war, amplifying price moves in a benchmark seen as a bellwether for the global economy. Total Brent futures open interest, a proxy for money in the market, plunged to the lowest level since August as traders increasingly shy away from the volatility tied to the Middle East conflict. The shrinking participation comes as the longest ...
Oil market liquidity has evaporated since the start of the US-Iran war, amplifying price moves in a benchmark seen as a bellwether for the global economy. Total Brent futures open interest, a proxy for money in the market, plunged to the lowest level since August as traders increasingly shy away from the volatility tied to the Middle East conflict. The shrinking participation comes as the longest blockade of the Strait of Hormuz on record cuts off hundreds of millions of barrels of Persian Gulf oil from global markets, sparking an energy crisis. “It’s so uncertain and the outcomes are so binary that people just retreat from the market,” said Aldo Spanjer , head of energy strategy at BNP Paribas SA . He presents a hypothetical scenario involving a trader who doesn’t believe a peace deal is imminent and is betting on higher prices. This week’s “headlines would have stopped you out, even though you might be right about direction,” he said. “And that’s happened five times now. It’s close to untradeable.” Brent futures’ nearly 12% plunge on Wednesday, triggered by news of a potential breakthrough, reignited a familiar ache for oil investors, who have had to navigate a string of potential deals that ultimately failed to materialize since the conflict began in early March. Shifting prospects for peace and a constantly changing tone from the White House at one point pushed second month options volatility to its highest level on record. The gauge has since eased, though it remains elevated. Such outsized price swings are a hallmark of thin liquidity. They’re also a reminder to traders — many of whom were forced out of positions by a similarly abrupt price move earlier in the war — of just how punishing the market can be. Read More: Oil Market Swings Wear Down Traders as Iran War Drags On The remaining participants are largely made up of algorithmic traders, oil producers, highly speculative macro hedge funds and likely some fundamental players with risk sharply dialed down, ...
Investing.com -- Bernstein is bullish on memory stocks after data showed another major jump in chip prices, with DRAM and NAND contract prices both set for significant increases in the second quarter of calendar year 2026, coming in ahead of the firm's own expectations.
Investing.com -- Bernstein is bullish on memory stocks after data showed another major jump in chip prices, with DRAM and NAND contract prices both set for significant increases in the second quarter of calendar year 2026, coming in ahead of the firm's own expectations.
Trump was speaking to the New York Post Tickets for US opener v Paraguay go for $1,000+ Infantino recently defended World Cup prices Donald Trump has questioned the value of four-figure World Cup tickets for matches involving the US, telling the New York Post that “I wouldn’t pay it either, to be honest.” The remark came in a phone interview with the Post, with Trump claiming he “did not know that...
Trump was speaking to the New York Post Tickets for US opener v Paraguay go for $1,000+ Infantino recently defended World Cup prices Donald Trump has questioned the value of four-figure World Cup tickets for matches involving the US, telling the New York Post that “I wouldn’t pay it either, to be honest.” The remark came in a phone interview with the Post, with Trump claiming he “did not know that number” for the USMNT’s opening match against Paraguay. In December, Fifa established a base price for Category 3 tickets – the cheapest available to most fans, given the small swathe of Category 4 seats at the tournament – of $1,120, according to the Guardian’s reporting at the time . Continue reading...
Sundry Photography GlobalFoundries ( GFS ) shares rose 5% on Thursday as the company said its board of directors had authorized its first-ever dividend and laid out its long-term roadmap at its investor day. The quarterly dividend of $0.12 per share will be paid to shareholders of record as of June 24, with the payment coming on July 14. In addition, GlobalFoundries said it is targeting returning ...
Sundry Photography GlobalFoundries ( GFS ) shares rose 5% on Thursday as the company said its board of directors had authorized its first-ever dividend and laid out its long-term roadmap at its investor day. The quarterly dividend of $0.12 per share will be paid to shareholders of record as of June 24, with the payment coming on July 14. In addition, GlobalFoundries said it is targeting returning up to 50% of its adjusted free cash flow to shareholders via dividends and buybacks. “As we shared at today's Investor Day, GF is positioned at the center of multiple secular megatrends that are reshaping the semiconductor industry,” said Tim Breen, CEO of GlobalFoundries. “We are laser-focused on the areas where our customers need true differentiation and scale, and our more comprehensive business model is enabling us to partner more deeply and innovate together.” In addition, the company laid out a long-term outlook at its investor day, targeting multiple areas. “The long-term financial framework we outlined at today's Investor Day underscores our belief in the robustness of the opportunities across our business,” said Sam Franklin, CFO of GlobalFoundries. “With multiple growth vectors across high-margin businesses, GF is on a path to propel durable growth, expanding profitability and long-term shareholder value creation through the end of the decade and supported by the company’s inaugural dividend.” More on GLOBALFOUNDRIES GLOBALFOUNDRIES Inc. (GFS) Q1 2026 Earnings Call Transcript GLOBALFOUNDRIES Inc. 2026 Q1 - Results - Earnings Call Presentation GlobalFoundries: I'm Maintaining A Neutral View After The Secondary Offering GlobalFoundries upgraded at Susquehanna after strong results, Q2 outlook GlobalFoundries outlines Q2 2026 revenue of $1.76B while targeting silicon photonics to exceed $1B run rate by exit 2028
Getty Images Introduction Uber ( UBER ) shareholders are probably happy today, as the stock is rallying 7% after it reported a gross bookings beat in its earnings report. I am among them, as Uber is one of the 19 positions in my growth portfolio. Three months ago, I rated the stock a buy when it was trading around $80, discussing three main points in support of the bull case: EBITDA compounding at...
Getty Images Introduction Uber ( UBER ) shareholders are probably happy today, as the stock is rallying 7% after it reported a gross bookings beat in its earnings report. I am among them, as Uber is one of the 19 positions in my growth portfolio. Three months ago, I rated the stock a buy when it was trading around $80, discussing three main points in support of the bull case: EBITDA compounding at roughly 35%, FCF growing toward the $10B landmark, and accelerating buybacks. Now that Uber has reported its Q1 2026 earnings, let's see whether this thesis still holds or not. Uber's Q1 2026 Earnings Review Let's start with the financial figures that were released. First of all, if you are not familiar with Uber, you should know that the financial highlights don't start with the top line but with quarterly trips and gross bookings. Here, Uber reported a 20% increase in Trips while Gross Bookings jumped 25%. This underpins a consistent trend that is clearly visible in the chart below, where we also see the breakdown by category - Mobility, Delivery, and Freight - seeing that all three of them are up YoY. Seeking Alpha We then read that revenues grew 14% YoY to $13.2B. This was what caused some headlines to say that Uber's report was mixed, with a revenue miss. The press release clearly states, however, that Uber underwent a business model change that reclassified some transactions in the Mobility category. So, we have a different accounting treatment, even though the economics have not materially changed. This is why Gross Bookings (GB) is a much more relevant aspect. Let's look at the three main categories and see more granularly how they did. First of all, Mobility reported GB growth of 25% to $26.4B (+20% CC), with operating income up by 28% YoY to $2.03B. Again, if we look at the segment's revenues, we see an increase of only 5%, which stems from the accounting reclassification that Uber explained. To understand whether Mobility is doing well or not, GB and operating m...
Wall Street’s push into tokenized finance took another step forward as Canton Network, supported by Canton Strategic ( CNTN ), made its Nasdaq ( NDAQ ) debut through a newly launched ETF named "TCAN" by 21shares. The 21shares Canton Network ETF ( TCAN ) gives investors exchange-traded exposure to Canton Coin ( CC-USD ) with a 50bps fee. 21Shares Canton Network ETF (TCAN) chart (Nasdaq) The TCAN op...
Wall Street’s push into tokenized finance took another step forward as Canton Network, supported by Canton Strategic ( CNTN ), made its Nasdaq ( NDAQ ) debut through a newly launched ETF named "TCAN" by 21shares. The 21shares Canton Network ETF ( TCAN ) gives investors exchange-traded exposure to Canton Coin ( CC-USD ) with a 50bps fee. 21Shares Canton Network ETF (TCAN) chart (Nasdaq) The TCAN opened at $24.72 and quickly moved up to $24.76 in early trading, showing strong initial interest despite light volume. However, Canton Strategic stock fell 5% to $3.06 after the launch. According to 21Shares US, Canton Network supports more than $4T in monthly tokenized asset volume. The network was built for institutions like Nasdaq ( NDAQ ), Visa ( VISA:CA ), Goldman Sachs ( GS ), Microsoft ( MSFT ), and Deutsche Bank ( DB ), with a privacy-focused structure designed for regulated financial markets. “Products like TCAN help broaden access to infrastructure purpose-built for regulated markets,” said Georg Schneider, Global Head of RWA at Digital Asset. More on Canton Strategic Holdings, Inc., Canton Coin USD, etc. Why I Just Became Even More Bullish On The Canton Network Cathie Wood's weekly recap: adds JOBY, CRSP, TEM, sells TER, TXG, CRCL Historical earnings data for Canton Strategic Holdings, Inc. Financial information for Canton Strategic Holdings, Inc. Financial information for Canton Coin USD