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Breakfast News: Arm's Growth Story Hits Speed Bump

The Motley Fool 📅 05/07 19:30 MU.O
Source: Image created by Jester AI. Arm Holdings (NASDAQ: ARM) fell over 6% in pre-market trading as results warned of slower growth in the smartphone market due to a memory chip shortage, even as the outlook for AI data center growth was upgraded, providing an insight for the major tech companies that rely on Arm's services. Micron Technology (NASDAQ: MU) closed over 4% higher yesterday, with Wes...

England poised to pick Marcus North as men’s selector over Steven Finn and Darren Gough

The Guardian 📅 05/07 19:29
Former Australia batter has worked at Durham since 2018 New selector expected to have final say on squads Marcus North, the former Australia middle order batter, has emerged as the leading candidate to become the new England men’s selector, with an official announcement expected in the coming days. The 46-year-old has worked as director of cricket at Durham since 2018 and was among those interview...

Better Home &; Finance Holding gives Q1 numbers

Seeking Alpha 📅 05/07 19:29
Better Home & Finance Holding press release ( BETR ): Q1 Non-GAAP EPS of -$4.29 misses by $2.69 . Revenue of $47.5M (+51.8% Y/Y) misses by $0.21M . In Q1 2026, Loan Volume grew 89% year over year to approximately $1.64 billion, exceeding the high end of previously-issued guidance. Total Net Revenues from Continuing Operations grew 52% year over year to approximately $48 million. Platform Loan Volu...

Chimera Investment Q1 earnings aided by investment portfolio, residential origination volume

Seeking Alpha 📅 05/07 19:29
Chimera Investment ( CIM ) Q1 earnings topped the Wall Street consensus on Thursday, supported by solid performance from its investment portfolio and residential origination segments. Q1 EPS available for distribution of $0.54, beating the average analyst estimate of $0.52, rose from $0.53 in Q4 2025 and $0.41 in last year’s Q1. GAAP book value per share of $18.34 at March 31, 2026, decreased from...

Seoul steals the show: KOSPI rockets 48%, leaves Nikkei and Nasdaq trailing

Seeking Alpha 📅 05/07 19:28
solarseven South Korea’s KOSPI led global equities in recent weeks, sharply outperforming major peers as semiconductor stocks powered gains across markets. The KOSPI rose 48.2% between March 31 and May 7, well ahead of Japan’s Nikkei 225, which gained 23.1%, and the Nasdaq 100, up 20.5%, based on compiled market data. The divergence was pronounced. The KOSPI’s return was more than double that of t...

Xometry beats top-line and bottom-line estimates; gives Q2 and updates FY outlook

Seeking Alpha 📅 05/07 19:28
Xometry press release ( XMTR ): Q1 Non-GAAP EPS of $0.12 beats by $0.03 . Revenue of $205.14M (+35.9% Y/Y) beats by $16.72M . Q1 marketplace revenue growth accelerated to 40% year-over-year, driven by expanding networks of buyers and suppliers and increasing wallet share. Q1 gross profit increased 39% year-over-year to a record $78.5 million, driven by strong marketplace growth and marketplace gro...

航运巨头警告:中东战争影响将在未来数月加剧,能源危机不会迅速结束

财联社 📅 05/07 19:28
财联社5月7日讯(编辑 牛占林) 在中东出现和平的曙光之际,丹麦航运巨头马士基集团首席执行官Vincent Clerc周四却警告称,美伊战争给全球贸易敲响了"新的警钟",其冲击可能会在未来几个月进一步显现,而且即便未来达成和平协议,能源危机也不会迅速结束。 在马士基公布第一季度财报后,Clerc声称, 随着船用燃料价格从每吨约600美元飙升至接近1000美元,公司正面临巨大的成本压力,而这些成本最...

Arrow Electronics Non-GAAP EPS of $5.22 beats by $2.37, revenue of $9.5B beats by $1.17B

Seeking Alpha 📅 05/07 19:28
Arrow Electronics press release ( ARW ): Q1 Non-GAAP EPS of $5.22 beats by $2.37 . Revenue of $9.5B (+39.5% Y/Y) beats by $1.17B . Second-Quarter 2026 Outlook Consolidated sales of $9.15 billion to $9.75 billion, with global components sales of $6.80 billion to $7.20 billion, and global enterprise computing solutions sales of $2.35 billion to $2.55 billion Net income per share on a diluted basis o...

Polestar Automotive Holding reports Q1 results

Seeking Alpha 📅 05/07 19:28
Polestar Automotive Holding press release ( PSNY ): Q1 Net loss of USD (383) million, compared to net loss of USD (166) million a year earlier, driven by gross loss result, and mainly the negative foreign exchange impact related to Chinese yuan movements on operating and financing liabilities. Revenue of $633M (+0.2% Y/Y) misses by $116.3M . Shares -4% PM. More on Polestar Automotive Holding Poles...

Earnings Snapshot: Datadog beats Q1 estimates, issues stronger-than-expected outlook

Seeking Alpha 📅 05/07 19:27
Seeking Alpha More on Datadog Datadog: AI Complexity Turning It Into A Must-Have Platform Datadog: Essential Infrastructure For Modern Technology Stacks Datadog Is A Buy: Why The SaaSpocalypse Doesn't Apply Here Datadog surges 20% after Q1 beat, raises 2026 outlook Datadog beats top-line and bottom-line estimates; initiates Q2 and updates FY26 outlook

Unity Software pops amid strong Q2 guidance

Seeking Alpha 📅 05/07 19:27
Arsenii Palivoda Unity Software (UO) shares rose more than 7% in premarket trading on Thursday after the mobile software company offered up strong guidance for the second quarter. Looking to the upcoming period, Unity said it expects revenue to be between $505M and $515M. Strategic revenue is expected to be between $455M and $465M, up between 29% and 32% year-over-year, while Strategic Grow revenu...

纽约期银涨5%

格隆汇 📅 05/07 19:27
格隆汇5月7日|纽约期银日内大涨5%,现报81.18美元/盎司。

York Space Buys All.Space. Is This a Game Changer for the Space Stock?

Yahoo 📅 05/07 19:27 NVDA.O
Buying All.Space won't turn York stock profitable all on its own.

York Space Buys All.Space. Is This a Game Changer for the Space Stock?

Nasdaq 📅 05/07 19:27
Key PointsYork Space is losing money and burning cash -- and just announced an acquisition.

菲律宾总统:泰国和柬埔寨之间已达成一些协议 并讨论了未来的合作方向

格隆汇 📅 05/07 19:26
格隆汇5月7日|菲律宾总统:泰国和柬埔寨之间已达成一些协议,并讨论了未来的合作方向。现在是和平的时候,不再是战争的时候。泰国和柬埔寨已同意指派外交部长进行对话。对柬埔寨和泰国妥善解决问题的能力充满信心。

Ironwood Pharmaceuticals Non-GAAP EPS of $0.24, revenue of $106.5M

Seeking Alpha 📅 05/07 19:26
Ironwood Pharmaceuticals press release ( IRWD ): Q1 Non-GAAP EPS of $0.24. Revenue of $106.5M (+159.1% Y/Y). LINZESS® (linaclotide) U.S. net sales of $273 million in Q1 2026, primarily driven by improved net price and 5% EUTRx demand growth year-over-year – Total revenue of $107 million, GAAP net income of $41 million and adjusted EBITDA of $77 million in Q1 2026 – On track to begin site initiatio...

Lantheus Holdings Non-GAAP EPS of $1.46 beats by $0.23, revenue of $377.3M beats by $22.88M

Seeking Alpha 📅 05/07 19:26
Lantheus Holdings press release ( LNTH ): Q1 Non-GAAP EPS of $1.46 beats by $0.23 . Revenue of $377.3M (+1.2% Y/Y) beats by $22.88M . FY26 revenue consensus of $1.45B, EPS consensus of $5.17 Full Year 2026 Financial Guidance Guidance Issued May 7, 2026 Guidance Issued February 26, 2026 FY 2026 Revenue $1.4 billion - $1.45 billion $1.4 billion - $1.45 billion FY 2026 Adjusted fully diluted EPS $5.0...

Amylyx Pharmaceuticals GAAP EPS of -$0.37 misses by $0.01

Seeking Alpha 📅 05/07 19:26
Amylyx Pharmaceuticals press release ( AMLX ): Q1 GAAP EPS of -$0.37 misses by $0.01 . Cash Position: Cash, cash equivalents, and short-term investments were $279.8 million at March 31, 2026, compared to $317.0 million at December 31, 2025. Based on its current operating plans, Amylyx expects a cash runway into 2028. More on Amylyx Pharmaceuticals Amylyx: LUCIDITY Trial Sets Stage For Q3 Inflectio...

Gold and silver's historic rally could resume 'as fog of war lifts', market watchers say

CNBC 📅 05/07 19:26
In this article XAU= XAG= @GC.1 @SI.1 Follow your favorite stocks CREATE FREE ACCOUNT Argor-Heraeus' CEO Robin Kolvenbach holds one kilo bars of silver and gold at the plant of refiner and bar manufacturer Argor-Heraeus in Mendrisio, Switzerland, July 13, 2022. Denis Balibouse | Reuters The rally that propelled gold and silver to record-breaking highs in 2025 could pick up again if a U.S.-Iran pea...

VeriSign Stock Now Appears Fairly Priced

Seeking Alpha 📅 05/07 19:26
Klaus Vedfelt/DigitalVision via Getty Images By the standards of the market in 2023 or so, VeriSign ( VRSN ) stock looks relatively attractive. Multiples are not terribly high: based on 2026 guidance, VRSN trades at roughly 28x forward earnings. Free cash flow multiples are a touch higher, owing to elevated capital expenditures this year around infrastructure buildout. But given market-leading ope...

Inflation Genie Has Been Let Out of the Bottle, BMO’s Davis Says

Bloomberg 📅 05/07 19:25
“We don’t believe hikes are on the table for 2026, definitely on the table for 2027,” says Earl Davis, head of fixed income and money markets at BMO Global Asset Management. He sees the Federal Reserve being “a solid two meetings away” from dropping its easing bias and expects markets to be focused on inflation in the fourth quarter of this year. (Source: Bloomberg)

Rogers Corp. SVP Sells 830 Shares Worth $113,000 as the Stock Continues Its Climb. Time to Sell?

Nasdaq 📅 05/07 19:25
Key PointsBrian Keith Larabee, senior vice president and general manager of Elastomeric Material Solutions at Rogers Corporation, sold 830 shares of common stock on May 1, totaling a transaction value of approximately $113,000 at around $135.91 per share.

Valvoline Non-GAAP EPS of $0.41 beats by $0.07, revenue of $504M beats by $8.89M

Seeking Alpha 📅 05/07 19:25
Valvoline press release ( VVV ): Q1 Non-GAAP EPS of $0.41 beats by $0.07 . Revenue of $504M (+21.7% Y/Y) beats by $8.89M . Cash and cash equivalents balance of $85 million; total debt of $1.7 billion Year-to-date operating cash flow from continuing operations of $160 million and free cash flow of $45 million, an improvement of $57 million over the prior year More on Valvoline Valvoline: Still Has ...

McDonald's rallies after its focus on value offerings pays off in Q1

Seeking Alpha 📅 05/07 19:25
McDonald's Corporation ( MCD ) rallied on Thursday after reporting first-quarter earnings results. Global comparable sales rose 3.8% in Q1 to top the +3.7% consensus estimate and were up 3.9% in both the U.S. and the international operated markets segments. During the quarter, McDonald's ( MCD ) leaned into value offerings and added the high-margin Big Arch burger to its menu. In the U.S., positiv...

BofA raises Arm Holdings stock price target on AI CPU potential

Investing 📅 05/07 19:25

AMD CEO Lisa Su backs CPUs in Agentic AI debate as we shift closer to a 1:1 ratio between CPUs and GPUs - TweakTown

Google 📅 05/07 19:25 AMD.O
AMD CEO Lisa Su backs CPUs in Agentic AI debate as we shift closer to a 1:1 ratio between CPUs and GPUs TweakTown

格隆汇5月7日|雷蒙德·詹姆斯将ARM目标股价从166美元上调至244美元。

格隆汇 📅 05/07 19:25
格隆汇5月7日|雷蒙德·詹姆斯将ARM目标股价从166美元上调至244美元。

Composecure Non-GAAP EPS of $0.12 beats by $0.03, revenue of $421.2M beats by $2.5M

Seeking Alpha 📅 05/07 19:25
Composecure press release ( GPGI ): Q1 Non-GAAP EPS of $0.12 beats by $0.03 . Revenue of $421.2M (+305.4% Y/Y) beats by $2.5M . More on Composecure GPGI, Inc. (GPGI) Presents at JPMorgan Industrials Conference 2026 Transcript GPGI, Inc. 2025 Q4 - Results - Earnings Call Presentation GPGI, Inc. (GPGI) Q4 2025 Earnings Call Transcript Nemetschek most oversold mid-cap tech stock amid Middle East cris...

Evergy Non-GAAP EPS of $0.69 beats by $0.08; reaffirms FY26 outlook

Seeking Alpha 📅 05/07 19:25
Evergy press release ( EVRG ): Q1 Non-GAAP EPS of $0.69 beats by $0.08 . Declares quarterly dividend of $0.6950 per share Announces signing of fifth large customer electric service agreement (ESA) Reaffirms 2026 Adjusted (non-GAAP) EPS guidance of $4.14 to $4.34 vs. consensus of $4.24. More on Evergy Evergy: Buy This Dividend Aristocrat In The Making Now Evergy, Inc. (EVRG) Q4 2025 Earnings Call T...

Uber's Annual Product Showcase Reveals It Is Coming for Airbnb and Booking

Marketbeat 📅 05/07 19:25
Uber is evolving into a travel concierge, integrating hotel bookings, Vrbo rentals, and air taxis while adding AI features to capture the $1.1 trillion online travel booking market.
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