The narrative around Apple and AI has flipped. A year ago, Apple’s restrained posture toward generative AI looked like a weakness. On the latest This Week in Tech podcast, host Leo Laporte and panelists Devendra Hardawar, Micah Sargent, and Nicholas DeLeon argued the patient approach now looks like discipline, especially set against Microsoft’s accelerating capital ... Apple’s AI Restraint Looks S...
The narrative around Apple and AI has flipped. A year ago, Apple’s restrained posture toward generative AI looked like a weakness. On the latest This Week in Tech podcast, host Leo Laporte and panelists Devendra Hardawar, Micah Sargent, and Nicholas DeLeon argued the patient approach now looks like discipline, especially set against Microsoft’s accelerating capital ... Apple’s AI Restraint Looks Smart as Microsoft Spends $190B on AI Despite User Pushback
Inter & Co press release ( INTR ): Q1 Net Income of R$395 million (US$75.6 million) Reached 44 million total clients, achieving the highest quarterly jump in activation rate since 2024, nearly 60%, reflecting deep and growing client engagement. More on Inter & Co Inter: Scaling In A Competitive Market Inter & Co: A 63% Upside The Market May Be Missing Inter & Co reports FY results Inter & Co Q4 20...
Inter & Co press release ( INTR ): Q1 Net Income of R$395 million (US$75.6 million) Reached 44 million total clients, achieving the highest quarterly jump in activation rate since 2024, nearly 60%, reflecting deep and growing client engagement. More on Inter & Co Inter: Scaling In A Competitive Market Inter & Co: A 63% Upside The Market May Be Missing Inter & Co reports FY results Inter & Co Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Inter & Co
Formula One Group press release ( FWONA ): Q1 net income of $57M Revenue of $711M (+59.1% Y/Y) beats by $40.63M . More on Formula One Group Formula One Group: Short-Term Pain, Long-Term Gains Formula One Group: Winning Everywhere, Except In The Stock Formula One Group (FWONK) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Chinese auto giant BYD considers entering...
Formula One Group press release ( FWONA ): Q1 net income of $57M Revenue of $711M (+59.1% Y/Y) beats by $40.63M . More on Formula One Group Formula One Group: Short-Term Pain, Long-Term Gains Formula One Group: Winning Everywhere, Except In The Stock Formula One Group (FWONK) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Chinese auto giant BYD considers entering Formula 1 racing Bahrain and Saudi Arabia Formula One cancelled due to Mideast conflict - update
ScanSource press release ( SCSC ): Q3 Non-GAAP EPS of $0.94 beats by $0.02 . Revenue of $766.7M beats by $43.82M . Gross profit for the third quarter of fiscal year 2026 increased 6.9% year-over-year to $107.1 million, with a gross profit margin of 14.0% versus 14.2% in the prior-year quarter. For the third quarter of fiscal year 2026, the percentage of gross profit from recurring revenue totaled ...
ScanSource press release ( SCSC ): Q3 Non-GAAP EPS of $0.94 beats by $0.02 . Revenue of $766.7M beats by $43.82M . Gross profit for the third quarter of fiscal year 2026 increased 6.9% year-over-year to $107.1 million, with a gross profit margin of 14.0% versus 14.2% in the prior-year quarter. For the third quarter of fiscal year 2026, the percentage of gross profit from recurring revenue totaled 34.7% compared to 35.5% for the prior-year period. For the third quarter of fiscal year 2026, operating income increased to $23.1 million from $22.3 million in the prior-year quarter. Third quarter fiscal year 2026 non-GAAP operating income increased to $27.7 million from $26.6 million in the prior-year quarter. More on ScanSource Seeking Alpha’s Quant Rating on ScanSource Historical earnings data for ScanSource Financial information for ScanSource
(RTTNews) - Grainger (GWW) said, for 2026, the company now expects EPS in a range of $44.25 - $46.25, revised from prior guidance range of $42.25 - $44.75. Net sales are now projected in a range of $19.2 - $19.6 billion, revised from prior guidance range of $18.7 - $19.1 billion.
(RTTNews) - Grainger (GWW) said, for 2026, the company now expects EPS in a range of $44.25 - $46.25, revised from prior guidance range of $42.25 - $44.75. Net sales are now projected in a range of $19.2 - $19.6 billion, revised from prior guidance range of $18.7 - $19.1 billion.
Loar Holdings press release ( LOAR ): Q1 Non-GAAP EPS of $0.34 beats by $0.18 . Revenue of $156.1M (+36.1% Y/Y) beats by $6.44M . Net sales - between $645 million and $655 million, up from between $640 million and $650 million. Net income - between $53 million and $57 million, down from between $59 million and $63 million. Adjusted EBITDA - between $257 million and $262 million, up from between $2...
Loar Holdings press release ( LOAR ): Q1 Non-GAAP EPS of $0.34 beats by $0.18 . Revenue of $156.1M (+36.1% Y/Y) beats by $6.44M . Net sales - between $645 million and $655 million, up from between $640 million and $650 million. Net income - between $53 million and $57 million, down from between $59 million and $63 million. Adjusted EBITDA - between $257 million and $262 million, up from between $253 million and $258 million. Adjusted EBITDA Margin - approximately 40%. Diluted Earnings per share - between $0.54 and $0.59, down from between $0.60 and $0.65. Net income margin - approximately 8%, down from approximately 9% Adjusted Earnings Per Share(3) - between $1.26 and $1.30 up from between $1.21 and $1.25. More on Loar Holdings Loar: Challenges Surfacing With Its Dealmaking? Loar Holdings Inc. (LOAR) Q4 2025 Earnings Call Transcript Loar Holdings Inc. 2025 Q4 - Results - Earnings Call Presentation Aerospace aftermarket pullback seen as entry point: Morgan Stanley COP, LOAR added to Goldman's U.S. conviction list; HII, MSGE, VLO removed
Masco ( MAS ) on Thursday announced it has entered into an accelerated share repurchase agreement with Royal Bank of Canada to repurchase $300 million of Masco’s common stock. This agreement is part of Masco’s existing share repurchase authorization under which $2 billion of authority was announced on February 10, 2026. Under the ASR agreement, Masco will receive initial delivery of approximately ...
Masco ( MAS ) on Thursday announced it has entered into an accelerated share repurchase agreement with Royal Bank of Canada to repurchase $300 million of Masco’s common stock. This agreement is part of Masco’s existing share repurchase authorization under which $2 billion of authority was announced on February 10, 2026. Under the ASR agreement, Masco will receive initial delivery of approximately 3.3 million shares on May 7, 2026 representing approximately 80% of the number of shares of common stock initially underlying the ASR agreement, based on the closing price of Masco’s common stock of $71.95 on May 6, 2026. The final number of shares to be repurchased will be based on Masco’s volume-weighted average price during the term of the transaction, less a discount, and is expected to be completed no later than July 27, 2026. Press release More on Masco Masco: Now Is Not The Time To Turn Bullish Yet Masco Corporation 2026 Q1 - Results - Earnings Call Presentation Masco Corporation (MAS) Q1 2026 Earnings Call Transcript Masco maintains 2026 EPS $4.10-$4.30 while lifting 2026 deployment to at least $800M Masco jumps after earnings beat, steady outlook
DarkIris ( DKI ) on Thursday said it will implement a 1-for-16 reverse stock split effective May 11, as the company seeks to maintain compliance with Nasdaq listing standards. The company’s Class A shares will begin trading on a post-split basis on May 11 under the ticker “DKI” with a new CUSIP number. DarkIris said its outstanding Class A shares will be reduced from about 26.4M shares to roughly ...
DarkIris ( DKI ) on Thursday said it will implement a 1-for-16 reverse stock split effective May 11, as the company seeks to maintain compliance with Nasdaq listing standards. The company’s Class A shares will begin trading on a post-split basis on May 11 under the ticker “DKI” with a new CUSIP number. DarkIris said its outstanding Class A shares will be reduced from about 26.4M shares to roughly 1.65M shares after the consolidation, with fractional shares rounded up to the nearest whole share. Chairman Zhifang Hong said the move is intended to strengthen the company’s Nasdaq position and support future growth initiatives, including potential acquisitions across gaming, film, AI technologies, and digital platforms. Shares down -10% in premarket trading. More on Darkiris Inc. Financial information for Darkiris Inc.
Sundry Photography Arm Holdings ( ARM ) was in focus on Thursday after the British semiconductor company reported fiscal fourth-quarter results that topped Wall Street's forecast and said there is strong demand for its new data center CPU. However, shares fell 8% in premarket trading as concerns about the smartphone market, which is still Arm's bread and butter, cropped up. Nonetheless, Wall Stree...
Sundry Photography Arm Holdings ( ARM ) was in focus on Thursday after the British semiconductor company reported fiscal fourth-quarter results that topped Wall Street's forecast and said there is strong demand for its new data center CPU. However, shares fell 8% in premarket trading as concerns about the smartphone market, which is still Arm's bread and butter, cropped up. Nonetheless, Wall Street sees the riches of agentic artificial intelligence as coming in spades. “Demand for the new CPU chip appears to be building quickly, particularly with large enterprise customers, with early deployments and its power-efficient design supporting the opportunity across agentic AI workloads,” Morgan Stanley analyst Lee Simpson wrote in a note to clients. “However, advanced-node wafer availability at TSMC remains the gating factor, limiting near-term confidence in Arm’s ability to fully capture the potential $2bn+ FY27/28 chip opportunity. Meanwhile, management continues to frame the core IP business around c.20% annual growth, led by Cloud AI royalties, hyperscaler custom CPU adoption, and DPU/SmartNIC penetration. The key debate is how to size the CPU opportunity without double counting AI infrastructure demand, while monitoring royalty reacceleration and licensing durability.” However, Simpson added that investors need to figure out whether the recent royalty softness is “transitory” or “indicative of a broader mix shift,” as memory shortages weigh on handset production. Nonetheless, Simpson lifted his price target on Arm to $202 from $191. RBC Capital Markets analyst Srini Pajjuri also raised his price target (moving to $260 from $175) on the belief that agentic AI is likely to be a considerable positive for the Rene Haas-led company. “Management now has line of sight into $2b AGI CPU revenue in the next two years but is maintaining its prior guidance for $1b due to supply constraints,” Pajjuri wrote in a note to clients. “Licensing is sustaining >20% growth for now and ma...
Tuniu ( TOUR ) has regained compliance with Nasdaq’s minimum bid price requirement for continued listing on the exchange. According to the compliance notice, the closing bid price of the company's ADSs has been at $1.00 per ADS or greater for the ten consecutive business days from April 22, 2026 to May 5, 2026. More on Tuniu Tuniu Corporation (TOUR) Q4 2025 Earnings Call Prepared Remarks Transcrip...
Tuniu ( TOUR ) has regained compliance with Nasdaq’s minimum bid price requirement for continued listing on the exchange. According to the compliance notice, the closing bid price of the company's ADSs has been at $1.00 per ADS or greater for the ten consecutive business days from April 22, 2026 to May 5, 2026. More on Tuniu Tuniu Corporation (TOUR) Q4 2025 Earnings Call Prepared Remarks Transcript Tuniu reports Q4 results; introduces Q1 outlook Seeking Alpha’s Quant Rating on Tuniu Historical earnings data for Tuniu Dividend scorecard for Tuniu
RXO press release ( RXO ): Q1 Non-GAAP EPS of -$0.09 in-line. Revenue of $1.4B (flat Y/Y) beats by $60M . Second-Quarter Outlook RXO expects second-quarter 2026 adjusted EBITDA to be between $27 million and $37 million. In Brokerage, the company expects overall volume growth to be approximately flat year-over year. The company expects truckload gross profit per load to increase sequentially. More ...
RXO press release ( RXO ): Q1 Non-GAAP EPS of -$0.09 in-line. Revenue of $1.4B (flat Y/Y) beats by $60M . Second-Quarter Outlook RXO expects second-quarter 2026 adjusted EBITDA to be between $27 million and $37 million. In Brokerage, the company expects overall volume growth to be approximately flat year-over year. The company expects truckload gross profit per load to increase sequentially. More on RXO RXO, Inc. (RXO) Presents at JPMorgan Industrials Conference 2026 Transcript RXO, Inc. (RXO) Presents at Citi's Global Industrial Tech & Mobility Conference 2026 Transcript RXO, Inc. (RXO) Presents at Barclays 43rd Annual Industrial Select Conference Transcript RXO prices $400 million in 6.375% senior notes due 2031 RXO announces $400M senior notes offering
Ethos Technologies Inc. press release ( LIFE ): Q1 GAAP EPS of -$3.57 misses by $0.92 . Revenue of $193.1M beats by $48.12M . Gross Profit of $189.9M. Cash Flow from operations of $31.2M. Net Loss of $166.4M. More on Ethos Technologies Inc. Ethos Technologies Inc.: Cheap Growth Story With Something Still To Prove Ethos Technologies Inc. (LIFE) Q4 2025 Earnings Call Transcript Historical earnings d...
Ethos Technologies Inc. press release ( LIFE ): Q1 GAAP EPS of -$3.57 misses by $0.92 . Revenue of $193.1M beats by $48.12M . Gross Profit of $189.9M. Cash Flow from operations of $31.2M. Net Loss of $166.4M. More on Ethos Technologies Inc. Ethos Technologies Inc.: Cheap Growth Story With Something Still To Prove Ethos Technologies Inc. (LIFE) Q4 2025 Earnings Call Transcript Historical earnings data for Ethos Technologies Inc. Financial information for Ethos Technologies Inc.
E-commerce platform Shopify reported significant milestones for the first quarter of 2026, with merchants on its platform generating over $100 billion in Gross Merchandise Volume (GMV). The company's financial performance sees a notable 34% revenue growth alongside consistent free cash flow margins. These results highlight broad-based growth across different geographies, merchant sizes, and channe...
E-commerce platform Shopify reported significant milestones for the first quarter of 2026, with merchants on its platform generating over $100 billion in Gross Merchandise Volume (GMV). The company's financial performance sees a notable 34% revenue growth alongside consistent free cash flow margins. These results highlight broad-based growth across different geographies, merchant sizes, and channels, underscoring Shopify's strategic investments in enhancing merchant tools and internal...
(RTTNews) - Labor productivity in the U.S. increased by much less than expected in the first quarter of 2026, according to preliminary data released by the Labor Department on Thursday.
(RTTNews) - Labor productivity in the U.S. increased by much less than expected in the first quarter of 2026, according to preliminary data released by the Labor Department on Thursday.