More on Cheniere Energy Cheniere Energy: Buy On Project And Export Expansion Ahead The Qatari Vacuum: How Cheniere Became The World's Indispensable LNG Asset Cheniere's Long-Term Boost From Global LNG Disruptions Largely Priced Into Stock Cheniere EnergyEPS of -$3.50, revenue of $5.87B beats by $20M Cheniere Energy Q1 2026 Earnings Preview
More on Cheniere Energy Cheniere Energy: Buy On Project And Export Expansion Ahead The Qatari Vacuum: How Cheniere Became The World's Indispensable LNG Asset Cheniere's Long-Term Boost From Global LNG Disruptions Largely Priced Into Stock Cheniere EnergyEPS of -$3.50, revenue of $5.87B beats by $20M Cheniere Energy Q1 2026 Earnings Preview
(RTTNews) - A report released by the Labor Department on Thursday showed first-time claims for U.S. unemployment benefits rebounded by less than expected in the week ended May 2nd.
(RTTNews) - A report released by the Labor Department on Thursday showed first-time claims for U.S. unemployment benefits rebounded by less than expected in the week ended May 2nd.
Rackspace Technology (NASDAQ:RXT) and AMD (NASDAQ:AMD) announced a multiyear strategic collaboration focused on developing enterprise artificial intelligence infrastructure tailored for regulated sectors. The companies said they signed a memorandum of understanding to pursue the creation of an Enterprise AI Cloud designed for organizations that require strong security, governance, and accountabili...
Rackspace Technology (NASDAQ:RXT) and AMD (NASDAQ:AMD) announced a multiyear strategic collaboration focused on developing enterprise artificial intelligence infrastructure tailored for regulated sectors. The companies said they signed a memorandum of understanding to pursue the creation of an Enterprise AI Cloud designed for organizations that require strong security, governance, and accountability standards.
SmartStop Self Storage REIT, Inc. press release ( SMA ): Q1 FFO of $0.49 beats by $0.41 . Revenue of $78.31M (+19.6% Y/Y) beats by $3.94M . More on SmartStop Self Storage REIT, Inc. SmartStop Self Storage: Upgrading On North America Portfolio Growth Seeking Alpha’s Quant Rating on SmartStop Self Storage REIT, Inc. Historical earnings data for SmartStop Self Storage REIT, Inc. Dividend scorecard fo...
SmartStop Self Storage REIT, Inc. press release ( SMA ): Q1 FFO of $0.49 beats by $0.41 . Revenue of $78.31M (+19.6% Y/Y) beats by $3.94M . More on SmartStop Self Storage REIT, Inc. SmartStop Self Storage: Upgrading On North America Portfolio Growth Seeking Alpha’s Quant Rating on SmartStop Self Storage REIT, Inc. Historical earnings data for SmartStop Self Storage REIT, Inc. Dividend scorecard for SmartStop Self Storage REIT, Inc. Financial information for SmartStop Self Storage REIT, Inc.
China’s total gold reserves reached 74.6 million ounces at the end of April. Photo: VCG China’s central bank added 260,000 ounces of gold to its reserves in April, marking its 18th consecutive month of purchases and the largest single-month increase since January 2025. The sustained accumulation reflects a broader trend among global central banks to bolster gold holdings at lower prices, even as v...
China’s total gold reserves reached 74.6 million ounces at the end of April. Photo: VCG China’s central bank added 260,000 ounces of gold to its reserves in April, marking its 18th consecutive month of purchases and the largest single-month increase since January 2025. The sustained accumulation reflects a broader trend among global central banks to bolster gold holdings at lower prices, even as volatile bullion markets and geopolitical uncertainty in the Middle East prompted some investors to sell assets for liquidity.
franckreporter/iStock via Getty Images The S&P 500’s ( SPY ) steady 7.6% year-to-date gain masks a far more aggressive story under the surface, according to Goldman Sachs’ latest basket performance data. Speculative and cyclical corners of the market are dominating 2026. International sales exposure leads the pack with a stunning 32.9% YTD return, followed by non-profitable tech at 29.3% and the m...
franckreporter/iStock via Getty Images The S&P 500’s ( SPY ) steady 7.6% year-to-date gain masks a far more aggressive story under the surface, according to Goldman Sachs’ latest basket performance data. Speculative and cyclical corners of the market are dominating 2026. International sales exposure leads the pack with a stunning 32.9% YTD return, followed by non-profitable tech at 29.3% and the most-shorted stocks at 26.9%. U.S. commodities, high-beta cyclicals and high-yield debt-sensitive names have all posted gains above 21%. The laggards tell the inverse story. Domestic sales exposure sits flat, consumer staples ( XLP ) have barely budged at 0.3%, and defensives ( ITA ) trail with just 2.9% gains. The drones (UAV) basket is underwater, down 8.1%. March’s market correction rattled nearly everything, but the quarter-to-date rebound has revived the risk trade with conviction, with equity indices back to record territory. Liz Ann Sonders The list below includes the top 10 Strong Buy-rated stocks with high short interest. AXT, Inc. ( AXTI ) — Short Interest: 13.02%, Seeking Alpha Quant Rating: 4.99 Lumentum Holdings Inc. ( LITE ) — Short Interest: 12.43%, Quant Rating: 4.99 Ironwood Pharmaceuticals, Inc. ( IRWD ) — Short Interest: 11.05%, Quant Rating: 4.98 Navitas Semiconductor Corporation ( NVTS ) — Short Interest: 20.78%, Quant Rating: 4.96 Cohu, Inc. ( COHU ) — Short Interest: 12.85%, Quant Rating: 4.96 PBF Energy Inc. ( PBF ) — Short Interest: 10.27%, Quant Rating: 4.92 Delek US Holdings, Inc. ( DK ) — Short Interest: 14.45%, Quant Rating: 4.89 Penguin Solutions, Inc. ( PENG ) — Short Interest: 16.79%, Quant Rating: 4.88 Clear Secure, Inc. ( YOU ) — Short Interest: 10.17%, Quant Rating: 4.88 Crescent Energy Company ( CRGY ) — Short Interest: 10.45%, Quant Rating: 4.87 More on the Markets The Pendulum Swings From Extreme Fear To Greed The U.S.-Iran Hormuz Deal: Last Chance To Prevent Oil Spike To $200 This Market Looks Like 1999: Investors Should Prepare For A B...
dimarik/iStock via Getty Images I'm still maintaining a favorable view of Adient plc ( ADNT ). ADNT's 2QFY26 (YE Sep) surpassed expectations. The raised full-year guidance already implies a reversal from FY2025's sales decrease. Its new products could possibly translate into further growth and margin accretion. My previous November 12, 2024 article highlighted how ADNT has parted ways with its met...
dimarik/iStock via Getty Images I'm still maintaining a favorable view of Adient plc ( ADNT ). ADNT's 2QFY26 (YE Sep) surpassed expectations. The raised full-year guidance already implies a reversal from FY2025's sales decrease. Its new products could possibly translate into further growth and margin accretion. My previous November 12, 2024 article highlighted how ADNT has parted ways with its metals-related operations and captured more revenue from local carmakers in the PRC. Shares Jumped After Street-Beating Results The firm dropped an 8-K filing on the morning of May 6 to share its quarterly numbers. ADNT's YoY topline expansion improved from 4QFY25's +3.5% and 1QFY26's +4.3% to +7.0% in 2QFY2026. The latest three-month figure of $3,865M represented a 6.5% outperformance over consensus. My late-2024 piece noted its aim to "grow the (FY27) Mainland Chinese business' sales contribution from domestic OEMs to 60%." I'm encouraged by the solid progress in this area. At the analyst briefing , management disclosed that seven-tenths of "our new business wins in China are with local" players. This shift has allowed the company's PRC division to post 2QFY26 revenues which were one-tenth higher YoY. This compares favorably to the market's -10% contraction during the same period. Its Americas units +5% sales increase for the recent quarter was also better than a stagnant industry. I believe that's attributable to ADNT's ability to displace incumbents and capitalize on the localization wave. The enterprise's results slides revealed the realization of "180k and 200k incremental vehicle volumes from Volkswagen ( VWAGY ) conquest wins and Chevrolet Equinox U.S. onshoring", respectively in Q2. Separately, ADNT registered a $0.52/share bottom-line for the quarter ended Mar. '26. That's 18% ahead of the sell-side projection of $0.44, despite being 24.6% YoY lower. I'm not overly concerned about the EPS contraction. In my opinion, the group had to endure certain short-term pains to...
Stansted passengers disagree that stopping airports serving alcohol before early flights will reduce bad behaviour For most people, the idea of a pint with breakfast is pretty grim. But at the Wetherspoon’s in Stansted’s departure lounge on Thursday morning, it appeared to be the beverage of choice. “It’s a holiday ritual,” said Dee Wood, 60, a waste policy officer, who was enjoying a pint while w...
Stansted passengers disagree that stopping airports serving alcohol before early flights will reduce bad behaviour For most people, the idea of a pint with breakfast is pretty grim. But at the Wetherspoon’s in Stansted’s departure lounge on Thursday morning, it appeared to be the beverage of choice. “It’s a holiday ritual,” said Dee Wood, 60, a waste policy officer, who was enjoying a pint while waiting to board her Alicante-bound morning flight. “It’s like the start of holiday,” said her friend Rachel Almond, 59, a community planner, who was treating herself to a lager. “We don’t get drunk, we just have a pint, say cheers and off we go.” Continue reading...
sitox Fluence Energy ( FLNC ) up 38.7% in early trading Thursday after reporting a slightly narrower than expected FQ2 loss and saying it had signed master supply agreements with two hyperscaler data center customers, without providing details. Q2 net loss was reduced to $29.2M from $41.9M in the year-earlier quarter, and adjusted EBITDA loss narrowed to $9.44M from $30.4M a year ago, and revenue ...
sitox Fluence Energy ( FLNC ) up 38.7% in early trading Thursday after reporting a slightly narrower than expected FQ2 loss and saying it had signed master supply agreements with two hyperscaler data center customers, without providing details. Q2 net loss was reduced to $29.2M from $41.9M in the year-earlier quarter, and adjusted EBITDA loss narrowed to $9.44M from $30.4M a year ago, and revenue rose 7.7% Y/Y to $464.9M, while gross profit margin and adjusted gross profit margin both edged up to 10% and 11.1% from 9.9% and 10.4%, respectively, in the year-earlier quarter; total backlog hit a record $5.6B as of March 31, up 14% Y/Y, and YTD order intake doubled to ~$2B. Fluence ( FLNC ) maintained its 2026 total revenue forecast of $3.2B-$3.6B, which has a midpoint above the $3.37B average analyst estimate. "We are beginning to see the benefit of our pipeline growth with an acceleration of orders over the past few months and backlog reaching another record level. We also reached substantial completion on our first delivery of Smartstack and affirmed access to our domestic content offering in the U.S.," CEO Julian Nebreda said. "Our customer expansion strategy is gaining momentum. We have signed master supply agreements with two hyperscalers and expect to convert our first order soon," the CEO said. "The possibility of a hyperscaler order will likely overshadow everything else in the quarter. We expect a positive reaction to the announcement... especially as the sentiment on FLNC was negative going into the quarter, and the hyperscaler announcement unexpectedly came sooner than expected," Citi analyst Vikram Bagri said in response to the report. More on Fluence Energy Fluence: The Data Center Opportunity Looks Promising, But Other Risks Remain Fluence Energy: The Scalable Solution Powering AI-Driven Data Centers Seeking Alpha's Quant Rating on Fluence Energy
(RTTNews) - While reporting financial results for the second quarter on Thursday, Maximus, Inc. (MMS) raised its adjusted earnings guidance for the full-year 2026, while maintaining annual sales outlook.
(RTTNews) - While reporting financial results for the second quarter on Thursday, Maximus, Inc. (MMS) raised its adjusted earnings guidance for the full-year 2026, while maintaining annual sales outlook.
Exclusive: Documents show Modella Capital, which bought the chain last year, is so far owed £2.9m in royalty fees The investment company that owns the former WH Smith high street stores is charging the retailer millions of pounds in licence fees for the right to use its widely derided TG Jones name, the Guardian can reveal. Modella Capital – which bought the chain from WH Smith’s parent company la...
Exclusive: Documents show Modella Capital, which bought the chain last year, is so far owed £2.9m in royalty fees The investment company that owns the former WH Smith high street stores is charging the retailer millions of pounds in licence fees for the right to use its widely derided TG Jones name, the Guardian can reveal. Modella Capital – which bought the chain from WH Smith’s parent company last year – on Wednesday blamed weak consumer spending as it laid out a restructuring plan that could shut 150 of its 450 shops . It also said “the forced name change from WH Smith has also negatively impacted consumer awareness”. Continue reading...
U.S. stocks ended sharply higher on Wednesday, with the S&P 500 closing above the 7,300 mark for the first time, on hopes that the United States and Iran could reach a peace deal soon and robust earnings reports from a fresh batch of companies.
U.S. stocks ended sharply higher on Wednesday, with the S&P 500 closing above the 7,300 mark for the first time, on hopes that the United States and Iran could reach a peace deal soon and robust earnings reports from a fresh batch of companies.
Vesta ( VTMX ) said Thursday it launched a global public offering of about 70M common shares, including shares represented by ADSs in the U.S. The industrial real estate company said the shares will also be offered in Mexico pending regulatory approval from the country’s banking and securities regulator. Barclays, JP Morgan, and Morgan Stanley are serving as joint global coordinators for the offer...
Vesta ( VTMX ) said Thursday it launched a global public offering of about 70M common shares, including shares represented by ADSs in the U.S. The industrial real estate company said the shares will also be offered in Mexico pending regulatory approval from the country’s banking and securities regulator. Barclays, JP Morgan, and Morgan Stanley are serving as joint global coordinators for the offering. More on Corporación Inmobiliaria Vesta Corporación Inmobiliaria Vesta, S.A.B. de C.V. (VTMX) Q1 2026 Earnings Call Transcript Corporación Inmobiliaria Vesta, S.A.B. de C.V. (VTMX) Q4 2025 Earnings Call Transcript Vesta signals development restart with 1.6 million sq ft pipeline and a $74.8M 2026 dividend Vesta outlines 10%–11% rental revenue growth for 2026 as manufacturing demand surges Seeking Alpha’s Quant Rating on Corporación Inmobiliaria Vesta
Erdene Resource Development press release ( ERDCF ): Q1 Gross Project Revenue of 42M. Recorded net income of $4,764 for the three months ended March 31, 2026, compared to net loss of $4,501 for the three months ended March 31, 2025. Exploration and evaluation expenses fell to $891 in the first quarter of 2026 from $974 a year earlier. More on Erdene Resource Development Corporation Erdene Resource...
Erdene Resource Development press release ( ERDCF ): Q1 Gross Project Revenue of 42M. Recorded net income of $4,764 for the three months ended March 31, 2026, compared to net loss of $4,501 for the three months ended March 31, 2025. Exploration and evaluation expenses fell to $891 in the first quarter of 2026 from $974 a year earlier. More on Erdene Resource Development Corporation Erdene Resource Development Corporation (ERD:CA) Q4 2025 Earnings Call Transcript Financial information for Erdene Resource Development Corporation
Deere (NYSE: DE), widely considered the world’s largest maker of agricultural equipment, pays its next quarterly dividend of $1.62 per share on May 8, 2026. With the payout held flat at $1.62 across the past several quarters and the ag cycle bottoming, income-focused investors want to know if the dividend is secure. Let’s find out. Dividend ... Deere Keeps Paying Out, but Is That Dividend Safe?
Deere (NYSE: DE), widely considered the world’s largest maker of agricultural equipment, pays its next quarterly dividend of $1.62 per share on May 8, 2026. With the payout held flat at $1.62 across the past several quarters and the ag cycle bottoming, income-focused investors want to know if the dividend is secure. Let’s find out. Dividend ... Deere Keeps Paying Out, but Is That Dividend Safe?
JHVEPhoto/iStock Editorial via Getty Images DaVita Inc. ( DVA ) reported strong Q1 numbers on Wednesday, May 6. Shares soared 23% in the session that followed, making it the second-best S&P 500 ( SP500 ) performer on a day when the market rallied to record highs. I had a hold rating on DVA two years ago. Back in May 2024 , I noted significant EPS upside in the quarters that followed, but the stock...
JHVEPhoto/iStock Editorial via Getty Images DaVita Inc. ( DVA ) reported strong Q1 numbers on Wednesday, May 6. Shares soared 23% in the session that followed, making it the second-best S&P 500 ( SP500 ) performer on a day when the market rallied to record highs. I had a hold rating on DVA two years ago. Back in May 2024 , I noted significant EPS upside in the quarters that followed, but the stock’s valuation had met my fair value estimate. The stock was indeed almost flat before this week’s surge. Today, I am upgrading DVA to a Buy. I’ll call out that the profit growth trend is strong, while its price-to-earnings ratio is modest. I’ll also provide a refreshed look at the technical situation. DVA Posts a 2nd-Straight Earnings Surge Stockcharts.com In May, DaVita reported a solid set of quarterly results. Q1 non-GAAP EPS of $2.87 topped the Wall Street consensus forecast of $2.33, while revenue of $3.4 billion, up 6% from the same period a year earlier, was a modest $60 million beat. The management team hiked its guidance , prompting the big stock price gain. Indeed, shares soared after the numbers hit the tape. The 23% advance marked a second consecutive post-earnings surge, according to data from Option Research & Technology Services. In fact, the February gain snapped a streak of 7 straight post-earnings declines. Looking ahead to the August report, the options market prices in an elevated 7.8% earnings-related stock price swing based on the at-the-money straddle expiring soonest after the reporting day. Looking back on the quarter that was, DaVita delivered big Q1 numbers . Operating income rose 15% YoY, largely due to improved margins and a 4.4% increase in revenue per treatment. The sanguine all-around figures prompted the management team to lift its conservative forecast. A key highlight was the improvement in non-acquired volumes, which grew 0.1%, a shift attributed equally to the closure of a competitor’s facilities and improved mortality rates. Operationall...