France will win this year’s FIFA World Cup and claim its third title by beating Spain in the final, Bank of America Corp. analysts predicted. Les Bleus striker Kylian Mbappé will be the top scorer and La Roja’s Lamine Yamal will be named player of the tournament, according to a survey of 65 respondents across BofA’s Global Research department. Argentina and Brazil got the next most first-place vot...
France will win this year’s FIFA World Cup and claim its third title by beating Spain in the final, Bank of America Corp. analysts predicted. Les Bleus striker Kylian Mbappé will be the top scorer and La Roja’s Lamine Yamal will be named player of the tournament, according to a survey of 65 respondents across BofA’s Global Research department. Argentina and Brazil got the next most first-place votes, while Japan, Norway and Morocco were most often named as potential surprises. The 2026 World Cup is expected to be the most lucrative in history. Total four-year cycle revenue for 2023 to 2026 is expected to increase nearly 50% to $11 billion from the $7.6 billion generated by the 2022 World Cup in Qatar, BofA said, citing FIFA budget reports. The tournament may add as much as $40.9 billion to global GDP, according to a FIFA-World Trade Organization estimate. Banks have a patchy record when using various models to predict the outcome of sporting events like the World Cup. In 2022, London-based stockbroker Panmure Liberum correctly forecast that Argentina would win, though it erred by picking England to reach the final — rather than France, which beat the Three Lions in the quarterfinals. Four years earlier, Goldman Sachs Group Inc. used data mining, machine learning and econometrics to run one million simulations that ultimately got it wrong : it guessed Brazil ahead of eventual winner France and completely whiffed on runner-up Croatia. That year, Nomura Holdings Inc. was the only one of six financial institutions to pick the winner, using predictions based on the value of players, momentum of team performance and historical achievements. Even then, the Japanese bank didn’t guess right on any other of the final four teams. This year’s edition may be even more challenging to predict as a record 48 countries will play 104 matches. In what BofA called the largest sporting event ever staged, 16 cities in the US, Mexico and Canada will host an expected 6.5 million fans from ...
HANOI, Vietnam, May 07, 2026--Global IT services provider FPT has been named a Frontier Partner by Microsoft, becoming the first Microsoft Enterprise System Integrator (ESI) partner in Southeast Asia to receive this designation. The recognition underscores FPT's deep expertise in enterprise AI and cloud solutions, and reflects the strategic partnership both companies have built to drive AI-first t...
HANOI, Vietnam, May 07, 2026--Global IT services provider FPT has been named a Frontier Partner by Microsoft, becoming the first Microsoft Enterprise System Integrator (ESI) partner in Southeast Asia to receive this designation. The recognition underscores FPT's deep expertise in enterprise AI and cloud solutions, and reflects the strategic partnership both companies have built to drive AI-first transformation for enterprises worldwide.
Energy Fuels press release ( UUUU ): Q1 GAAP EPS of -$0.04 misses by $0.03 . Revenue of $35.84M (+112.1% Y/Y) beats by $4.09M . As of March 31, 2026, the company had $956.6 million of working capital, including $108.4 million of cash and cash equivalents. The company generated $8.3 million in cash from operating activities during the three months ended March 31, 2026, compared to $18.8 million use...
Energy Fuels press release ( UUUU ): Q1 GAAP EPS of -$0.04 misses by $0.03 . Revenue of $35.84M (+112.1% Y/Y) beats by $4.09M . As of March 31, 2026, the company had $956.6 million of working capital, including $108.4 million of cash and cash equivalents. The company generated $8.3 million in cash from operating activities during the three months ended March 31, 2026, compared to $18.8 million used in cash from operating activities during the same period in 2025. The company sold 510,000 pounds of U 3 O 8 at a weighted average realized price of $70.04 per pound for total uranium revenues of $35.7 million. Spot market sales totaled 100,000 pounds for revenue of $9.6 million at a weighted average realized price of $95.88 per pound, while long-term contract sales totaled 410,000 pounds for revenue of $26.1 million at a weighted average realized price of $63.74 per pound. The company produced 790,000 pounds of finished U 3 O 8 in Q1 2026 and reached 1 million pounds in April. Guidance Unchanged: The Company's guidance for 2026 remains unchanged as follows: Low High Mined (contained pounds of U 3 O 8 ) 2,000,000 2,500,000 Processed (finished pounds of U 3 O 8 ) (1) 1,500,000 2,500,000 Sales (pounds of U 3 O 8 ) (2) 1,500,000 2,000,000 Click to enlarge More on Energy Fuels Inc. Energy Fuels: Uranium, Rare Earths, And Medical Isotopes - All Under One Roof Energy Fuels: From Hold To Buy As The Story Changes Energy Fuels: Buy A Unique, Future Western Rare Earths Heavyweight Energy Fuels Q1 Earnings Preview Ross Bhappu to take over as CEO of Energy Fuels
(RTTNews) - Davide Campari-Milano (CPR.MI) reported first quarter net sales of 643 million euros, declining by 3.4% on a reported basis. The company registered 2.9% organic topline growth in first quarter, reflecting broad based growth across brand houses and regions with 18 coun
(RTTNews) - Davide Campari-Milano (CPR.MI) reported first quarter net sales of 643 million euros, declining by 3.4% on a reported basis. The company registered 2.9% organic topline growth in first quarter, reflecting broad based growth across brand houses and regions with 18 coun
Monty Rakusen/DigitalVision via Getty Images By Elior Manier After a rough end of April, copper and other metals are surging today, driven by growing optimism for a clear diplomatic solution to the conflict in the Middle East. Since early 2025 and particularly since the start of the war, the metals market is showing an unusual pattern, moving in the opposite direction of the US dollar. In the past...
Monty Rakusen/DigitalVision via Getty Images By Elior Manier After a rough end of April, copper and other metals are surging today, driven by growing optimism for a clear diplomatic solution to the conflict in the Middle East. Since early 2025 and particularly since the start of the war, the metals market is showing an unusual pattern, moving in the opposite direction of the US dollar. In the past, metals have often served as a defensive alternative when stocks are volatile. But since this conflict began, metals and stocks have mostly moved together, reacting strongly to changes in geopolitical tension and relief. Metals Performance in 2026 and Dollar Index Correlation (Source: TradingView) Copper has been making headlines, outperforming gold at the start of the year. Copper is benefiting from today’s sharp drop in the US dollar. It is now retesting its early April highs and appears ready to move even higher. But in addition to short-term correlation factors, copper is getting strong support from major long-term trends. The growth of AI infrastructure and heavy capital spending by large tech companies are driving demand for copper, which is needed for advanced data center circuits and cooling systems. On top of that, large investments are planned to upgrade and modernize North America’s electrical grid. All of this is fueling strong interest in copper. Metals Performance (15:03) - May 6, 2026 (Source: TradingView) Overall, while copper is traditionally known as a highly cyclical industrial metal, standard cyclicality has simply not been dictating its recent price action. On the contrary, these massive swings have been almost entirely explained by movements in the US dollar. Luckily for copper bulls, the greenback is aggressively falling off the table in today's session, removing the primary overhead headwind. Riding this perfect storm of fundamental demand and currency weakness, prices are now actively trying to push decisively beyond the massive $6.10 high establis...
For Europe, a new cycle of Chinese rivalry heralded by its latest roadmap for advancement is forcing soul searching on how to respond. Beijing’s five-year plan issued in March articulates aspirations for technological sophistication that amount to another big warning to the region’s businesses: the same economy whose rise Germany and other manufacturing hubs long benefited from is now, more than e...
For Europe, a new cycle of Chinese rivalry heralded by its latest roadmap for advancement is forcing soul searching on how to respond. Beijing’s five-year plan issued in March articulates aspirations for technological sophistication that amount to another big warning to the region’s businesses: the same economy whose rise Germany and other manufacturing hubs long benefited from is now, more than ever, a threat to prosperity. China ’s goals include the continuing modernization of traditional industries like chemicals and machineries, on which big European companies built their riches. But Beijing’s aims to cultivate emerging and frontier technologies like robotics, biomedicine and nuclear fusion energy, while catching up with western spending levels on research and development, pose further risks in areas where the region still has an edge. China’s government insists its ambition is to build its own economy and resiliency. But with past five-year plans demonstrating how authorities came to deliver on their goals, the results — including a widening trade deficit — have become an existential threat for swathes of Europe’s economy. Coupled with concerns about Chinese aid for domestic firms, and overcapacity, the latest roadmap is giving European officials yet more reason to question the free-market model they have long relied on. Within Germany, Europe’s biggest economy, the angst is intense. The country has seen barely any growth since the pandemic — nor since Beijing’s last five-year plan, for that matter — and manufacturing output has been on a downward trend since late 2017. The latest readings for factory orders, industrial production and trade there will be released on Thursday and Friday. Read More: China’s Five-Year Plan Pushes Hard Tech, Consumption China’s track record has caused unprecedented interest in the new roadmap, said Claudia Barkowsky, the Beijing representative of VDMA. Her group lobbies for German machinery manufacturers, now the country’s biggest ...
Earnings Call Insights: Remitly Global, Inc. (RELY) Q1 2026 Management View "Q1 was another exceptional quarter for Remitly. We delivered record revenue and adjusted EBITDA, both above the high end of our guidance ranges and another quarter of record adjusted EBITDA margin and net income, and adjusted EBITDA exceeded $100 million for the first time." (CEO & Director Sebastian Gunningham) "That con...
Earnings Call Insights: Remitly Global, Inc. (RELY) Q1 2026 Management View "Q1 was another exceptional quarter for Remitly. We delivered record revenue and adjusted EBITDA, both above the high end of our guidance ranges and another quarter of record adjusted EBITDA margin and net income, and adjusted EBITDA exceeded $100 million for the first time." (CEO & Director Sebastian Gunningham) "That confidence was reflected in nearly a fourfold increase in the pace of share repurchases this quarter." (CEO & Director Gunningham) "In Core Send, we improved our distribution through new or expanded integration with WhatsApp and ChatGPT" and "we enabled Discover card acceptance and launched access to FedNow and RTP in the U.S." (CEO & Director Gunningham) "Our business offering continues to scale, growing volumes 30% quarter-over-quarter ahead of expectations." (CEO & Director Gunningham) "Last month, we reported our first Receiver transaction following the launch of our Receiver & Request product in 6 countries" and "introduced a wallet that enables receivers to hold funds in USD or USDC stablecoins." (CEO & Director Gunningham) "Through this process, we have identified opportunities to streamline our organization, building on the more than 250 headcount reductions and over 50 roles redeployed through efficiency gains year-to-date." (CEO & Director Gunningham) "First quarter revenue was $453 million, up 25% year-over-year" and "Adjusted EBITDA was $102 million." (Chief Financial Officer Vikas Mehta) Outlook "For the second quarter of 2026, we expect revenue of $483 million to $485 million" and "we expect Q2 adjusted EBITDA to be between $86 million and $88 million, translating to an adjusted EBITDA margin around 18%." (Chief Financial Officer Mehta) "For the full year, we expect revenue between $1.96 billion and $1.975 billion" and "For the full year, we expect adjusted EBITDA to be between $370 million and $385 million, representing an adjusted EBITDA margin of around 19%." ...
Maskot/DigitalVision via Getty Images I last checked on the cruise and land-based tour provider Lindblad Expeditions Holdings ( LIND ) some two and a half years ago. The stock, which merited a Buy rating even at the time, has only gone from strength to strength since. It's up by an impressive 245% over the time, with the stock having more than doubled in the past year. It caught attention again af...
Maskot/DigitalVision via Getty Images I last checked on the cruise and land-based tour provider Lindblad Expeditions Holdings ( LIND ) some two and a half years ago. The stock, which merited a Buy rating even at the time, has only gone from strength to strength since. It's up by an impressive 245% over the time, with the stock having more than doubled in the past year. It caught attention again after its 15% price jump in yesterday's trading session following the release of its Q1 2026 results . The question now is, whether LIND can continue to rise or whether this (metaphorical) ship has sailed. Price Chart (1y): LIND (Source: Seeking Alpha) Why did the Lindblad Expeditions price rise? A closer look at the latest numbers certainly reflects strengths. The key developments are as follows: #1. Strong revenue growth Tour revenues rose by a healthy 16% YoY in Q1 2026, supported by better pricing and higher occupancy rates that resulted in improved net yields. While this is a relative softening compared with the 3-year CAGR of 22.3%, it's still a bigger increase than the company's guidance of 7% growth for the full year 2026 at the midpoint. The latest numbers then suggest that actual revenues could overshoot targets in 2026. It won't be the first such instance. In 2025, for example, Lindblad exceeded the upper end of the initial guidance by 2.8%. It even managed to surpass the updated guidance, released as late as the Q3 2025 results, coming in higher by 1.4% than the upper end. #2. Adjusted EBITDA margin sustained with healthy growth The adjusted EBITDA margin came in at 16.7%, sustaining the level from Q1 2025, and was also marginally higher than the figure for the full year 2025 at 16.4%. Much like revenues, adjusted EBITDA could also surprise on the upside for the full year 2026, considering that Lindblad's guidance indicates just 7% increase at the midpoint, which is far lower than the growth in Q1 2026. Moreover, adjusted EBITDA, too, had exceeded the upper end of...
Earnings Call Insights: Barrett Business Services, Inc. (BBSI) Q1 2026 Management View "I am pleased to report that we had a solid start to the year and our Q1 results were in line with our expectations." (President, CEO & Director Gary Kramer) "The result of all these efforts or what I refer to as controllable growth is that we added approximately 5,300 worksite employees year-over-year from net ...
Earnings Call Insights: Barrett Business Services, Inc. (BBSI) Q1 2026 Management View "I am pleased to report that we had a solid start to the year and our Q1 results were in line with our expectations." (President, CEO & Director Gary Kramer) "The result of all these efforts or what I refer to as controllable growth is that we added approximately 5,300 worksite employees year-over-year from net new clients." (President, CEO & Director Kramer) He also said overall growth was constrained by client downsizing: "our overall growth was tempered by broader client workforce reductions" and added that "the rate of decline has begun to moderate compared to the back half of 2025." (President, CEO & Director Kramer) "Our staffing business declined 21% over the prior year quarter" and, in response, "we continue to leverage our recruiting expertise for our PEO clients, successfully placing 90 applicants during the quarter." (President, CEO & Director Kramer) "We're very pleased with our entrance into new markets with our asset-light model" and said these markets "added approximately 550 new WSEs in the quarter," with BBSI expecting to "convert 3 additional locations to traditional branches this year." (President, CEO & Director Kramer) "We have achieved operational consistency and added nearly 140 clients and 3,500 participants to our various health plans during the quarter." (President, CEO & Director Kramer) "In April, we officially launched our performance management module." (President, CEO & Director Kramer) "I'm pleased to report that we finished the quarter with results in line with our plan and are reaffirming our outlook for the remainder of the year." (Executive VP, CFO, Principal Accounting Officer & Treasurer Anthony Harris) Outlook "Our outlook remains unchanged." (President, CEO & Director Kramer) He said BBSI expects clients to "continue growing at a rate below historical norms" and added that BBSI expects "that rate of impact from low client hiring to moderate ...
Earnings Call Insights: Consumer Portfolio Services (CPSS) Q1 2026 Management View "Our securitization program continues to run really well. We did another securitization, $345 million, well received. No problems at all." (CEO & Chairman Charles Bradley) "Probably the big news is finally, after spending all last year thinking we could grow and trying to grow and not really getting where we wanted ...
Earnings Call Insights: Consumer Portfolio Services (CPSS) Q1 2026 Management View "Our securitization program continues to run really well. We did another securitization, $345 million, well received. No problems at all." (CEO & Chairman Charles Bradley) "Probably the big news is finally, after spending all last year thinking we could grow and trying to grow and not really getting where we wanted to go... finally, that has started to pay off." (CEO & Chairman Bradley) "As much as January and February were a bit slow or normal, I should say, March took off." (CEO & Chairman Bradley) "Revenues for the quarter were $112.3 million, which is up 5% from $106.9 million in the 2025 first quarter, driven by interest income of $108.7 million." (CFO & Executive VP Denesh Bharwani) "Pretax earnings of $8 million is 18% higher than $6.8 million... net income is also 18% higher, $5.5 million... Diluted earnings per share is $0.24 compared to $0.19 in the first quarter of last year." (CFO & Executive VP Bharwani) "March alone accounted for $250 million of originations." (President, COO & Chief Legal Officer Michael Lavin) Outlook "March took off. And so being how we're here in May, it's safe to say all of that hard work... is really beginning to pay off in terms of the growth in our originations platform... So we really caught a lot of that in March next quarter, the second quarter should be very interesting in that regard." (CEO & Chairman Bradley) "We'd like to see the interest rates come down a little more." (CEO & Chairman Bradley) "We want everything to just quiet down, have the war end, have the economy settle and do well and have us be able to grow a lot this year." (CEO & Chairman Bradley) The prepared remarks did not include specific numeric guidance for revenue, EPS, originations, or credit metrics. Financial Results "Revenues for the quarter were $112.3 million" and the year-ago period comparison "included a fair value mark of $3.5 million, where we did not have a mark ...
Earnings Call Insights: Symbotic (SYM) Q2 fiscal 2026 Management View "In the second quarter, we continued to demonstrate strong execution against our objectives." (Chairman of the Board, President & CEO Richard Cohen) "Once again, this led to continued GAAP profitability and a strengthening balance sheet as we exited the second quarter with over $2 billion in cash and cash equivalents and no debt...
Earnings Call Insights: Symbotic (SYM) Q2 fiscal 2026 Management View "In the second quarter, we continued to demonstrate strong execution against our objectives." (Chairman of the Board, President & CEO Richard Cohen) "Once again, this led to continued GAAP profitability and a strengthening balance sheet as we exited the second quarter with over $2 billion in cash and cash equivalents and no debt." (President & CEO Cohen) "During the second quarter, we began our first system deployment with Associated Wholesale Grocers, or AWG." (President & CEO Cohen) "Our goal is to take our core system architecture and layer on capabilities that allow customers to automate their supply chain fully end-to-end." (President & CEO Cohen) "On the technology front, we continue to make progress on our SyMicro product for e-commerce order fulfillment and remained on track to install our first prototypes this calendar year." (President & CEO Cohen) "Fiscal second quarter revenue reached $676 million, which was above the high end of our forecasted range." (CFO & Treasurer Izilda Martins) "We started 14 new system deployments in the second quarter, bringing us to a total of 70 systems in deployment at the end of the quarter." (CFO Martins) Outlook Management did not provide EPS guidance in this transcript. "Now turning to the outlook for the third quarter of fiscal 2026. We expect revenue between $700 million and $720 million and adjusted EBITDA between $80 million and $85 million." (CFO Martins) "I think, as you know, we guide 1 quarter at a time." (CFO Martins) Financial Results "We again achieved GAAP profitability with $9 million in net income." (CFO Martins) "Our adjusted EBITDA of $78 million was also above the top end of our forecasted range due to higher revenue and strong gross margin performance." (CFO Martins) "This expansion in the number of deployments drove systems revenue growth of 24% year-over-year and 8% sequentially to $634 million." (CFO Martins) "Software revenue grew ...