RyanJLane/E+ via Getty Images Shares of Millrose Properties ( MRP ) have been a solid performer over the past year as the Lennar ( LEN ) spin-off has ramped up its own activities, returning about 20%. The land bank company offers a lower-beta way to invest in
RyanJLane/E+ via Getty Images Shares of Millrose Properties ( MRP ) have been a solid performer over the past year as the Lennar ( LEN ) spin-off has ramped up its own activities, returning about 20%. The land bank company offers a lower-beta way to invest in
Earnings Call Insights: United Fire Group (UFCS) Q1 2026 Management View "UFG is off to a terrific start in 2026." (President, CEO, Principal Executive Officer & Executive Director Kevin Leidwinger) "In the first quarter, we achieved record net written premium, a nearly 4-point improvement in the combined ratio
Earnings Call Insights: United Fire Group (UFCS) Q1 2026 Management View "UFG is off to a terrific start in 2026." (President, CEO, Principal Executive Officer & Executive Director Kevin Leidwinger) "In the first quarter, we achieved record net written premium, a nearly 4-point improvement in the combined ratio
Earnings Call Insights: Rayonier Advanced Materials (RYAM) Q1 2026 Management View "As disclosed, a formal review of strategic alternatives to maximize shareholder value has been initiated, and the company has engaged Morgan Stanley as financial adviser in connection with that review." (CFO & Senior VP
Earnings Call Insights: Rayonier Advanced Materials (RYAM) Q1 2026 Management View "As disclosed, a formal review of strategic alternatives to maximize shareholder value has been initiated, and the company has engaged Morgan Stanley as financial adviser in connection with that review." (CFO & Senior VP
Google has pulled the plug on Project Mariner, an experimental feature designed to perform tasks for you across the web, as reported earlier by Wired 's Maxwell Zeff . The Project Mariner landing page now contains a message that says: "Thank you for using Project Mariner. It was shut down on May 4th, 2026 and its technology voyaged to other Google products." Google first revealed Project Mariner i...
Google has pulled the plug on Project Mariner, an experimental feature designed to perform tasks for you across the web, as reported earlier by Wired 's Maxwell Zeff . The Project Mariner landing page now contains a message that says: "Thank you for using Project Mariner. It was shut down on May 4th, 2026 and its technology voyaged to other Google products." Google first revealed Project Mariner in December 2024 and later announced an update allowing it to perform up to 10 tasks at a time. Over the past year, Google has integrated features powered by Project Mariner into its other AI tools, including Gemini Agent , which can do things like arc … Read the full story at The Verge.
Niagen Bioscience press release ( NAGE ): Q1 GAAP EPS of $0.07 in-line. Revenue of $31.5M (+3.3% Y/Y) beats by $0.47M . Total net sales increased 3% to $31.5 million, including $22.4 million from Tru Niagen®. Excluding the recently sold Analytical Reference Standards and Services segment from both
Niagen Bioscience press release ( NAGE ): Q1 GAAP EPS of $0.07 in-line. Revenue of $31.5M (+3.3% Y/Y) beats by $0.47M . Total net sales increased 3% to $31.5 million, including $22.4 million from Tru Niagen®. Excluding the recently sold Analytical Reference Standards and Services segment from both
Danielle Poli, co-portfolio manager, global credit at Oaktree Capital, and Gretchen Lam, CEO of Octagon Credit Investors, join Scarlet Fu on "Bloomberg Deals." The titans of private markets descended on Beverly Hills for the annual Milken Institute, where they made it clear they were ready to move on from private credit’s recent woes. (Source: Bloomberg)
Danielle Poli, co-portfolio manager, global credit at Oaktree Capital, and Gretchen Lam, CEO of Octagon Credit Investors, join Scarlet Fu on "Bloomberg Deals." The titans of private markets descended on Beverly Hills for the annual Milken Institute, where they made it clear they were ready to move on from private credit’s recent woes. (Source: Bloomberg)
The S&P 500 (SNPINDEX:^GSPC) rose 1.46% to 7,365.12, the Nasdaq Composite (NASDAQINDEX:^IXIC) jumped 2.02% to 25,838.94, and the Dow Jones Industrial Average (DJINDICES:^DJI) gained 1.24% to 49,910.59 as tumbling oil and AI strength lifted major indexes. Advanced Micro Devices (NASDAQ:AMD) surged more than 18% after a blowout AI-driven quarter and outlook, while Micron Technology (NASDAQ:MU) exten...
The S&P 500 (SNPINDEX:^GSPC) rose 1.46% to 7,365.12, the Nasdaq Composite (NASDAQINDEX:^IXIC) jumped 2.02% to 25,838.94, and the Dow Jones Industrial Average (DJINDICES:^DJI) gained 1.24% to 49,910.59 as tumbling oil and AI strength lifted major indexes. Advanced Micro Devices (NASDAQ:AMD) surged more than 18% after a blowout AI-driven quarter and outlook, while Micron Technology (NASDAQ:MU) extended its gains, taking its market cap to over $750 billion. Corning (NYSE:GLW) jumped on a $500 million AI-infrastructure deal with Nvidia (NASDAQ:NVDA) . Disney (NYSE:DIS) advanced on better-than-expected streaming- and parks-led results. Artificial intelligence (AI) demand and oil prices again drove markets today, Wednesday. Major indexes reached record highs on easing U.S.-Iran concerns and chip-driven optimism. WTI crude fell about 7% to close at $95 a barrel as hopes that the two sides might agree on a plan to reopen the Strait of Hormuz eased energy pressures. Continue reading
Riley Exploration Permian press release ( REPX ): Q1 GAAP EPS of -$3.38 misses by $4.37 . Revenue of $113.9M (+11.2% Y/Y) misses by $5.73M . 2026 GUIDANCE Riley Permian is providing second quarter detailed guidance and updated full-year 2026 activity guidance based on
Riley Exploration Permian press release ( REPX ): Q1 GAAP EPS of -$3.38 misses by $4.37 . Revenue of $113.9M (+11.2% Y/Y) misses by $5.73M . 2026 GUIDANCE Riley Permian is providing second quarter detailed guidance and updated full-year 2026 activity guidance based on
John M. Chase The Boeing ( BA ) has received a $125M contract modification for VC-25B aircraft spare parts procurement. This raises the total contract value to $4.445B, up from $4.320B earlier. The order is for initial long-lead spare parts for two fully mission-capable VC-25B
John M. Chase The Boeing ( BA ) has received a $125M contract modification for VC-25B aircraft spare parts procurement. This raises the total contract value to $4.445B, up from $4.320B earlier. The order is for initial long-lead spare parts for two fully mission-capable VC-25B
BillionToOne, Inc. press release ( BLLN ): Q1 GAAP EPS of $0.34 beats by $0.30 . Revenue of $108.39M (+83.8% Y/Y) beats by $11.09M . Financial Outlook BillionToOne now expects full year 2026 total revenue of $450.0 million to $465.0 million, representing growth of 48% to 52% compared to
BillionToOne, Inc. press release ( BLLN ): Q1 GAAP EPS of $0.34 beats by $0.30 . Revenue of $108.39M (+83.8% Y/Y) beats by $11.09M . Financial Outlook BillionToOne now expects full year 2026 total revenue of $450.0 million to $465.0 million, representing growth of 48% to 52% compared to
This week, the Trump administration backpedaled and signed agreements with Google DeepMind, Microsoft, and xAI to run government safety checks on the firms' frontier AI models before and after their release. Previously, Donald Trump had stubbornly cast aside the Biden-era policy , dismissing the need for voluntary safety checks as overregulation blocking unbridled innovation. Soon after taking off...
This week, the Trump administration backpedaled and signed agreements with Google DeepMind, Microsoft, and xAI to run government safety checks on the firms' frontier AI models before and after their release. Previously, Donald Trump had stubbornly cast aside the Biden-era policy , dismissing the need for voluntary safety checks as overregulation blocking unbridled innovation. Soon after taking office, he took the extra step of rebranding the US AI Safety Institute to the Center for AI Standards and Innovation (CAISI), removing "safety" from the name in a pointed jab at Joe Biden. But after Anthropic announced that it would be too risky to release its latest Claude Mythos model —fearing that bad actors might exploit its advanced cybersecurity capabilities—Trump's suddenly concerned about AI safety. According to White House National Economic Council Director Kevin Hassett, Trump may soon issue an executive order mandating government testing of advanced AI systems prior to release, Fortune reported . Read full article Comments
Energy Recovery press release ( ERII ): Q1 GAAP EPS of -$0.23 misses by $0.10 . Revenue of $9.7M (+19.8% Y/Y) beats by $1.84M . Net loss of $12.3 million and adjusted EBITDA(1) loss of $7.1 million. Cash and investments of $92.1 million, which includes cash, cash equivalents, and short- and long-term investments. More on Energy Recovery Energy Recovery CO2 Refrigeration Melted, Desalination Evapor...
Energy Recovery press release ( ERII ): Q1 GAAP EPS of -$0.23 misses by $0.10 . Revenue of $9.7M (+19.8% Y/Y) beats by $1.84M . Net loss of $12.3 million and adjusted EBITDA(1) loss of $7.1 million. Cash and investments of $92.1 million, which includes cash, cash equivalents, and short- and long-term investments. More on Energy Recovery Energy Recovery CO2 Refrigeration Melted, Desalination Evaporates Into 2027 Energy Recovery, Inc. (ERII) Q4 2025 Earnings Call Transcript Energy Recovery Q1 2026 Earnings Preview Energy Recovery cut at Northcoast as Iran war raises odds of additional project delays Seeking Alpha’s Quant Rating on Energy Recovery
Indiana Primary: Senate Incumbents Crushed By Trump-Backed Challengers First rule of politics: Never ignore the will of your base. Second rule of politics: Never make your party and your supporters weaker, or the opposing party stronger. In December 2025, 21 Republican Indiana state senators joined forces with 10 Democrats to vote against a Trump-supported bill to redraw the state's congressional ...
Indiana Primary: Senate Incumbents Crushed By Trump-Backed Challengers First rule of politics: Never ignore the will of your base. Second rule of politics: Never make your party and your supporters weaker, or the opposing party stronger. In December 2025, 21 Republican Indiana state senators joined forces with 10 Democrats to vote against a Trump-supported bill to redraw the state's congressional map as more favorable to conservatives in the midst of a redistricting battle that could decide the outcome of the 2026 mid-terms. The decision was viewed by many conservative voters in the state as contrary to the will of the MAGA base and a move that could lead to greater disaster for the country. The national agenda to undo the unprecedented damage done by the Biden Administration is already facing significant interference from every angle by Democrats and activist judges. Conservatives fear it would be further derailed if Democrats take control of the House or the Senate (or both) two years into Trump's last term. The last thing the nation needs is Republicans with suicidal empathy coming out of the woodwork to add to the chaos. Given the Republican Party's incessant propensity to snatch defeat from the jaws of victory, the Indiana GOP/Democrat alliance was predictable but still troubling. Crossing the aisle these days means siding with the same people who tried to enforce permanent pandemic lockdowns, mass-jailed J6 protesters, initiated open borders, spread transgender propaganda in public schools, etc. The era of bipartisanship is dead. Critics might argue that defiance of Trump is not, in itself, a betrayal of the party as long as it's in the service of greater conservative principles (the idea of "fair maps" being one of those principles). However, in the end, the voters still decide who best represents conservative ideals. A recent decision by the Supreme Court to restrict race-based gerrymandering by Democrats has opened the door to redistricting in a number of r...