Oil firm seeks to reduce stake in carbon capture and storage projects in north-east of England after schemes fail to win over shareholders BP plans to sell stakes in two flagship carbon capture and storage projects in the north-east of England as the company continues to retreat from the green agenda. The oil company hopes to reduce its share in the Net Zero Teesside (NZT) project which aims to de...
Oil firm seeks to reduce stake in carbon capture and storage projects in north-east of England after schemes fail to win over shareholders BP plans to sell stakes in two flagship carbon capture and storage projects in the north-east of England as the company continues to retreat from the green agenda. The oil company hopes to reduce its share in the Net Zero Teesside (NZT) project which aims to develop the UK’s first gas power plant to be fitted with a controversial carbon capture system to remove its emissions. Continue reading...
It’s been tough to recommend the Xbox Series X recently, especially at the $649 price it has sold at since last October . But if you’re thinking about getting one, at least consider the Forza Horizon 6 -themed console bundle you can get at Best Buy that’s just $10 more than the usual inflated price. The set includes the Series X with a 1TB SSD, Forza Horizon 6 on disc, and the wild limited edition...
It’s been tough to recommend the Xbox Series X recently, especially at the $649 price it has sold at since last October . But if you’re thinking about getting one, at least consider the Forza Horizon 6 -themed console bundle you can get at Best Buy that’s just $10 more than the usual inflated price. The set includes the Series X with a 1TB SSD, Forza Horizon 6 on disc, and the wild limited edition wireless controller inspired by the game — a $180 value. Sure, you could just get a Game Pass Ultimate subscription to play Horizon 6 on its May 19th launch day, but then you’d miss out on the free controller. Xbox Series X bundle (Forza Horizon 6 plus limited edition controller) Where to Buy: $809.97 $659.97 at Best Buy The best time to have bought an Xbox Series X was when it launched in 2020, or shortly after (people shouldn’t forget that it used to occasionally sell for $350). Consoles have gotten more expensive since then — the Series X and the PlayStation 5 now sell for $150 more than their debut price. However, deals are easier to find on a PS5 than an Xbox. If you’ve been waiting for anything resembling a discount to hit the Series X, perhaps this will suffice. I mean, we’ve got to have something to play Grand Theft Auto 6 on, right? More deals and discounts If you’re looking for a fast Qi 2.2 25W MagSafe power bank that can magnetically snap onto the back of your iPhone 16 or 17, there’s a day-long deal happening at Best Buy that might appeal to you. Ugreen’s blue-colored MagFlow 10,000mAh battery is down to $49.99 (originally $79.99). It has great specs at this price. In addition to the fastest wireless charging speeds available, it supports 30W wired charging with its built-in, braided USB-C cable. There’s a spare USB-C port, too, letting you charge a second device, or recharge the battery at 30W speeds. It’s currently $10 more at Amazon. A four-pack of first-gen Apple AirTags have hit a new low price. At Woot , you can grab the kit for $56.99, which comes out t...
Getty Images Uber: A Rather Disappointing Year, But Fret Not 2026 has been a challenging year for investors of Uber Technologies, Inc. ( UBER ). The underperformance is somewhat glaring. Especially when the market is clearly in a risk-on phase right now. Why is the market holding back UBER's valuation from being rerated to be more aligned with its EPS growth potential? Nevertheless, it has also co...
Getty Images Uber: A Rather Disappointing Year, But Fret Not 2026 has been a challenging year for investors of Uber Technologies, Inc. ( UBER ). The underperformance is somewhat glaring. Especially when the market is clearly in a risk-on phase right now. Why is the market holding back UBER's valuation from being rerated to be more aligned with its EPS growth potential? Nevertheless, it has also come to my attention that the stock may have found a bottom lately. While I agree that the stock remains well below the 2025 peak, the fact that it hasn't dropped much further to break down key support levels offers a timely assurance. And, I believe the company has also delivered a credible scorecard for the first quarter. Uber’s Q1 earnings should have lifted the mood of the holders who have stuck to their guns, and refused to leave. Also, the company has bolstered its ambitions and investments in the Autonomous Vehicle, or AV, segment, no? Back in February, I explained why the market has taken the downcast, gloomy mood on UBER way too far. The market appears to want to price it for imminent disruption, but the core business has stayed remarkably resilient, and refused to budge. Uber Has An Encompassing Autonomous Game Plan Uber's autonomous strategy (Uber) Uber's AV deployment sees the potential of reaching 15 cities by the end of 2026. Plus, the company has also quickly moved to expand its role beyond just a demand aggregator platform. Consider the partnerships inked with Rivian ( RIVN ) and Lucid ( LCID ). Uber's partnership with Nvidia (Uber) And then, we know Uber is partnering even closer with Nvidia ( NVDA ) in the self-driving tech stack. Nvidia has grand ambitions to make its software ubiquitous as it broadens its market capture beyond just the large language models, or LLMs, that have broadly defined the AI rush thus far. Uber's partnership with Hertz (Uber Technologies, Inc. (UBER) Q1 2026 Earnings Call) And what about fleet management that has also brought Hertz...
Lam Research (NASDAQ:LRCX) has been a quiet AI winner all throughout the year, with shares now up close to 300% in the past year. After a heated Wednesday session of trade that saw the semi equipment maker gain another 8%, questions linger as to whether the $371 billion titan can continue roaring higher as investors ... Lam Research Has Surged 300% in a Year. Wall Street Sees More Gains Still Ahea...
Lam Research (NASDAQ:LRCX) has been a quiet AI winner all throughout the year, with shares now up close to 300% in the past year. After a heated Wednesday session of trade that saw the semi equipment maker gain another 8%, questions linger as to whether the $371 billion titan can continue roaring higher as investors ... Lam Research Has Surged 300% in a Year. Wall Street Sees More Gains Still Ahead
Prediction: Palantir Will Be a Trillion-Dollar Stock by 2030 Yahoo Finance Rosenblatt resets Palantir stock price target after earnings thestreet.com Palantir’s Pullback Hides A Massive Transformation (NASDAQ:PLTR) Seeking Alpha
Prediction: Palantir Will Be a Trillion-Dollar Stock by 2030 Yahoo Finance Rosenblatt resets Palantir stock price target after earnings thestreet.com Palantir’s Pullback Hides A Massive Transformation (NASDAQ:PLTR) Seeking Alpha
Earnings Call Insights: Unity Software Inc. (U) Q1 2026 Management View “Our first quarter results reflect this momentum with Unity posting strategic revenue growth of 35% year-over-year and our best adjusted EBITDA margin in over 2 years at 27%.” (CEO, President & Director Matthew Bromberg) “We now expect our business to become GAAP profitable by the fourth quarter of 2026.” (CEO Bromberg) “Impro...
Earnings Call Insights: Unity Software Inc. (U) Q1 2026 Management View “Our first quarter results reflect this momentum with Unity posting strategic revenue growth of 35% year-over-year and our best adjusted EBITDA margin in over 2 years at 27%.” (CEO, President & Director Matthew Bromberg) “We now expect our business to become GAAP profitable by the fourth quarter of 2026.” (CEO Bromberg) “Improved performance and enhanced returns for our advertising customers drove another quarter of 15% sequential growth, the fourth in a row, exceeding our own already ambitious expectations.” (CEO Bromberg) “Our first Vector-driven enhancement for the Unity engine, Unity AI, went into public beta earlier this week, and the response from creators has been really gratifying.” (CEO Bromberg) “Strategic Grow revenue in the first quarter was $279 million, representing 49% year-over-year growth.” (CFO & Senior VP Jarrod Yahes) “In Create, strategic revenue was $154 million, up 15% year-over-year.” (CFO Yahes) “This has allowed us to maintain a robust 70% market share in mobile game creation while passing along moderate price increases and allowing us to invest aggressively in our products.” (CFO Yahes) “The Unity commerce platform is also on track to launch this quarter, and we already have a set of committed partners like Voodoo games and SciPlay working with us to ensure we do it right.” (CFO Yahes) Outlook “For the second quarter, we're guiding to total strategic revenue of $455 million to $465 million, implying year-over-year growth of 29% to 32%.” (CFO Yahes) “In strategic Grow, we're forecasting year-over-year revenue growth of 50% to 52%, driven by continued robust growth in Unity Vector.” (CFO Yahes) “In strategic Create, we're forecasting 11% to 14% year-over-year revenue growth, excluding the impact of a large customer win we're comping from 2025.” (CFO Yahes) “For the second quarter, we're guiding to adjusted EBITDA of $130 million to $135 million, implying adjusted EBITDA ...
Editor's note: Seeking Alpha is proud to welcome Ignacio Planas Gonzalez as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access. Click here to find out more » Buntiam/iStock via Getty Images Investment thesis I believe there’s a huge narrative-vs-f...
Editor's note: Seeking Alpha is proud to welcome Ignacio Planas Gonzalez as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access. Click here to find out more » Buntiam/iStock via Getty Images Investment thesis I believe there’s a huge narrative-vs-fundamentals dislocation in the software sector right now: the "SaaS Apocalypse" multiple compression has dragged Samsara ( IOT ) down ~50% from its all-time high despite every operational KPI accelerating in the most recent print. Q4 FY26 was the highest-quality print Samsara has delivered as a public company: revenue +29%, net new ARR +33% (3 consecutive quarters accelerating), op margin +800 bps, FCF margin +400 bps. Textbook operational leverage. The market rewarded the Q4 print with a +20% move to the upside, but since then the stock has suffered from the same indiscriminate selling other software companies have gone through. In my opinion, the retracement has been about sector rotation and not Samsara-specific fundamentals. Data by YCharts Company overview Samsara is a connected-operations platform for the physical economy. Customers are fleets, construction firms, utilities, manufacturers, public sector, food service. The platform bundles IoT hardware (cameras, gateways, asset tags, sensors) with a multi-product SaaS layer that processes the operational data the hardware captures. Their core products are: Vehicle Telematics, Video Safety, Equipment Monitoring, Asset Tags, Site Visibility. Over 25 trillion data points captured annually. Cross-selling is the high-margin growth engine. 9 of the top 10 deals in Q4 included ≥2 products; 6 included ≥4. Emerging products like Asset Tags, AI Multicam and agents increased from 8% to 23% of net new ACV in the latest three quarters. ARR for that line crossed $100M. This is a new revenue line, with three quarters of acceleration....
Yau Ming Low MGM Resorts ( MGM ) may be looking at Entain Plc ( GMVHF ) as a potential takeover target. Private equity firms CVC Capital and Apollo Global ( APO ) may also be working on a potential Entain transaction with MGM or separately, according to traders, who cited a Betaville "uncooked" alert that was circulating on Thursday. MGM and Entain already have a joint venture. Deutsche Bank may b...
Yau Ming Low MGM Resorts ( MGM ) may be looking at Entain Plc ( GMVHF ) as a potential takeover target. Private equity firms CVC Capital and Apollo Global ( APO ) may also be working on a potential Entain transaction with MGM or separately, according to traders, who cited a Betaville "uncooked" alert that was circulating on Thursday. MGM and Entain already have a joint venture. Deutsche Bank may be advising and possibly financing one of the potential buyers of Entain ( GMVHF ), according to the report, which cited people following the matter. BetMGM is owned through a 50-50 joint venture between MGM Resorts International ( MGM ) and Entain plc ( GMVHF ). Entain ( OTCPK:GMVHF ) turned down an all-stock takeover bid from MGM in January of 2021, as well as a cash and stock offer from DraftKings ( DKNG ) in September 2021. More on Entain Plc, MGM Resorts MGM Resorts International (MGM) Q1 2026 Earnings Call Transcript MGM Resorts International 2026 Q1 - Results - Earnings Call Presentation MGM Resorts: China Momentum Sets Up A Clean Beat The VICI-Golden Entertainment deal reinforces the dominant casino sale-leaseback trend Macau gaming revenue rises 5.5% in April, still up double digits for the year
Rivian is getting proactive about its future as it looks to chip away at the electric vehicle market that is dominated by Tesla. To catch its rival, Rivian understands that to compete with Tesla, it must be more than just a car company; it must also be a technology leader. Many of its recent ...
Rivian is getting proactive about its future as it looks to chip away at the electric vehicle market that is dominated by Tesla. To catch its rival, Rivian understands that to compete with Tesla, it must be more than just a car company; it must also be a technology leader. Many of its recent ...
Earnings Call Insights: MasterCraft Boat Holdings (MCFT) Q3 fiscal 2026 Management View “We delivered third quarter results that exceeded our expectations driven by disciplined execution across the business and continued new product momentum,” said CEO Bradley Nelson. “Q3 net sales increased $2.2 million or 3% year-over-year and adjusted EBITDA rose more than $3 million, a margin improvement of ap...
Earnings Call Insights: MasterCraft Boat Holdings (MCFT) Q3 fiscal 2026 Management View “We delivered third quarter results that exceeded our expectations driven by disciplined execution across the business and continued new product momentum,” said CEO Bradley Nelson. “Q3 net sales increased $2.2 million or 3% year-over-year and adjusted EBITDA rose more than $3 million, a margin improvement of approximately 380 basis points,” said CEO Nelson. On retail and inventory discipline, CEO Nelson said the company is “keeping our wholesale plans measured and flexible,” and added dealer pipeline inventory ended the quarter with “a 28% year-over-year improvement with inventory turns better than pre-pandemic levels.” On product, CEO Nelson said the company “announced the reintroduction of the X23,” and added, “the X Series will further improve product mix sequentially in the fourth quarter.” On the Marine Products combination timeline, CEO Nelson said, “We will hold a special meeting of stockholders 5 days from now… on May 12, 2026, and expect to officially close the transaction shortly thereafter subject to formal approval… and the satisfaction of customary closing conditions.” “Net sales for our third quarter were $78.2 million… Gross margins improved… to 25%… Adjusted net income… was $7.2 million or $0.45 per diluted share… We generated $10.7 million of adjusted EBITDA,” said CFO Scott Kent. Outlook “For fiscal 2026, consolidated net sales are now expected to be $312 million with adjusted EBITDA now expected to be $40 million and adjusted earnings per share to be $1.65,” said CFO Kent. “We now expect capital expenditures to be approximately $8 million for the year,” said CFO Kent. On what drives the implied Q4 ramp, CFO Kent said, “The strong fourth quarter implied in the full year guidance reflects the strategic debut and launch of new products, which will continue to have mix improvement sequentially over Q3.” Versus the prior quarter’s ranges, the company moved from “bet...