Tahar Rahim and Izuka Hoyle had only just met when the crew snapped cuffs on their wrists – and made them do roly-polys. The stars of Sky drama Prisoner talk bravery, breast milk and Denzel Washington Few devices in film and television are as enduring as the “odd couple handcuffed together”. Think Hitchcock’s The 39 Steps, Sidney Poitier and Tony Curtis in The Defiant Ones, or Bob Hoskins sawing c...
Tahar Rahim and Izuka Hoyle had only just met when the crew snapped cuffs on their wrists – and made them do roly-polys. The stars of Sky drama Prisoner talk bravery, breast milk and Denzel Washington Few devices in film and television are as enduring as the “odd couple handcuffed together”. Think Hitchcock’s The 39 Steps, Sidney Poitier and Tony Curtis in The Defiant Ones, or Bob Hoskins sawing cuffs off a cartoon Roger Rabbit. It has been parodied and recycled – and yet, as Sky’s new show Prisoner makes clear, the idea of being stuck with a stranger still packs a punch. In Prisoner, the odd couple are Amber Todd, a prisoner transport officer played by rising star Izuka Hoyle (Boiling Point, Big Boys) in her first leading role, and Tibor Stone, a contract killer played by French star Tahar Rahim ( The Serpent , The Mauritanian ). It is Todd’s job to get Tibor to his high-profile court hearing at the Old Bailey. But when their convoy is ambushed, they’re forced to flee a relentless crime syndicate. The result is a propulsive six-parter with plenty of twists, turns and handcuffed fight scenes. Continue reading...
Wachiwit/iStock Editorial via Getty Images Investment Thesis Nintendo Co., Ltd. ( NTDOY ) is a buy. I believe the market is currently underestimating Nintendo's long-term franchise demand while focusing too much on short-term hardware headwinds. The company's fortress balance sheet with $14.65 billion in cash and no debt offers significant financial security, while its first-party IP-driven ecosys...
Wachiwit/iStock Editorial via Getty Images Investment Thesis Nintendo Co., Ltd. ( NTDOY ) is a buy. I believe the market is currently underestimating Nintendo's long-term franchise demand while focusing too much on short-term hardware headwinds. The company's fortress balance sheet with $14.65 billion in cash and no debt offers significant financial security, while its first-party IP-driven ecosystem gives it competitive advantages over its main competitors, Sony and Microsoft. Introduction The first time I came in contact with Nintendo's products was back in 2011, when I was 10 years old and received a Nintendo 3DS. I was immediately hooked by its beautiful game design and colorful characters. Even now, 15 years later, the company's products are still so recognizable that, regardless of age, everyone has at least heard of some of Nintendo's products. Legendary franchises like Mario, The Legend of Zelda, and Pokémon still to this day show extremely robust demand and have gathered a cult status around them, while the rest of the market is being flooded with repetitive games. I believe this to be one of Nintendo's core strengths that makes it stand out in a highly competitive sector. As mentioned, Nintendo is very liquid with $14.65 billion in cash, no debt, and, as is typical for the country, financially conservative management. Due to this liquidity, they can comfortably weather economic instability and downturns and provide shareholder returns through dividends (2.3%) and buybacks. While I believe the dividends are safe and leave room for growth at a payout ratio of 37%, there has only been one buyback purchase of 11.4 million shares for $630 million this year, without any announcements of further buybacks. I, personally, believe this buyback purchase was to stabilize the stock, due to Mitsubishi UFJ Financial Group ( MUFG ) and the Bank of Kyoto deciding to sell $1.9 billion worth of shares . So to summarize Nintendo's economics, I would call it a very liquid and ...
Advanced Micro Devices Inc. is coming off its best month in the stock market since the dot-com era, and with the chipmaker’s first-quarter earnings due after the bell, investors will get a chance to see whether its shares have gotten ahead of its fundamentals. “AMD is priced for perfection,” said David Nicholas , chief executive officer of Nicholas Wealth Management, which owns AMD shares. “Anythi...
Advanced Micro Devices Inc. is coming off its best month in the stock market since the dot-com era, and with the chipmaker’s first-quarter earnings due after the bell, investors will get a chance to see whether its shares have gotten ahead of its fundamentals. “AMD is priced for perfection,” said David Nicholas , chief executive officer of Nicholas Wealth Management, which owns AMD shares. “Anything less than perfection could mean the stock comes under pressure.” Expectations for AMD’s earnings are high, with Wall Street anticipating robust growth trends, especially in products related to artificial intelligence. But after the stock soared 74% in April, its best month since January 2001 and nearly twice the return of the Philadelphia Stock Exchange Semiconductor Index , there’s little room for error. The shares tumbled 5.3% on Monday, their biggest decline in over a month. AMD’s rally is indicative of the way investors continue to view semiconductor stocks, the epicenter of the AI infrastructure trade, as practically a sure thing. Results from megacap tech companies last week showed that spending on AI remains a high priority, with the big four — Microsoft Corp. , Alphabet Inc. , Amazon.com Inc. , and Meta Platforms Inc. — planning as much as $725 billion in capital expenditures this year. Read More: Big Tech Earnings Show Split Between AI Trade Winners and Losers The longer-term picture is just as rosy, with capex potentially rising to more than $1 trillion in 2027, Bank of America analyst Vivek Arya wrote in an April 29 note to clients. The key questions for AMD is how much of that it can capture and whether its growth trajectory justifies its stock market valuation. The shares are trading at 41 times earnings over the next 12 months, a substantial premium to their five-year average of 30. By comparison, chip giant Nvidia Corp. is far cheaper at 22 times forward earnings, despite controlling a much larger piece of AI semiconductor market. Analysts expect AMD to re...
Nebius hit an all-time high of $176.42 after announcing a $643 million acquisition of AI inference specialist Eigen AI, with Q1 2026 earnings due May 13.
Nebius hit an all-time high of $176.42 after announcing a $643 million acquisition of AI inference specialist Eigen AI, with Q1 2026 earnings due May 13.
Fortrea Holdings press release ( FTRE ): Q1 Non-GAAP EPS of $0.16 beats by $0.11 . Revenue of $636.5M (-2.3% Y/Y) beats by $10.56M . Book-to-bill ratio of 1.15x, resulting in 1.05x book-to-bill for the trailing 12 months Backlog as of March 31, 2026 was $7,846 million, and the book-to-bill ratio for the quarter was 1.15x. The Company reiterated its guidance for the full year 2026, targeting revenu...
Fortrea Holdings press release ( FTRE ): Q1 Non-GAAP EPS of $0.16 beats by $0.11 . Revenue of $636.5M (-2.3% Y/Y) beats by $10.56M . Book-to-bill ratio of 1.15x, resulting in 1.05x book-to-bill for the trailing 12 months Backlog as of March 31, 2026 was $7,846 million, and the book-to-bill ratio for the quarter was 1.15x. The Company reiterated its guidance for the full year 2026, targeting revenues in the range of $2,550 million to $2,650 million vs $2.59B consensus and adjusted EBITDA in the range of $190 million to $220 million. Shares +6% PM. More on Fortrea Holdings Fortrea Holdings Inc. 2025 Q4 - Results - Earnings Call Presentation Fortrea Holdings Inc. (FTRE) Q4 2025 Earnings Call Transcript Fortrea targets $2.55B–$2.65B revenue for 2026 as margin improvement efforts intensify Fortrea Holdings Non-GAAP EPS of $0.09 misses by $0.07, revenue of $660.5M misses by $4.72M Seeking Alpha’s Quant Rating on Fortrea Holdings
Moody’s Marc Pinto says private credit has proven resilient through a recent liquidity crunch, with software-heavy BDC portfolios holding up and troubled borrowers still low at around 0.5%. Pinto, the Global Head of Private Credit at Moody's Ratings, says the sector should continue expanding, though elevated redemptions are likely through year-end before stabilising closer to 5%. Pinto discussed t...
Moody’s Marc Pinto says private credit has proven resilient through a recent liquidity crunch, with software-heavy BDC portfolios holding up and troubled borrowers still low at around 0.5%. Pinto, the Global Head of Private Credit at Moody's Ratings, says the sector should continue expanding, though elevated redemptions are likely through year-end before stabilising closer to 5%. Pinto discussed the outlook on Bloomberg The Opening Trade with Anna Edwards, Guy Johnson and Tom Mackenzie. (Source: Bloomberg)
Sundry Photography/iStock Editorial via Getty Images DuPont de Nemours ( DD ) reported first-quarter results that exceeded Wall Street expectations for both revenue and earnings, sending its shares up 4.6% in premarket trading Tuesday. The move may offer a measure of relief for investors after a difficult stretch that saw the stock fall roughly 30% over the past 12 months. The chemicals and materi...
Sundry Photography/iStock Editorial via Getty Images DuPont de Nemours ( DD ) reported first-quarter results that exceeded Wall Street expectations for both revenue and earnings, sending its shares up 4.6% in premarket trading Tuesday. The move may offer a measure of relief for investors after a difficult stretch that saw the stock fall roughly 30% over the past 12 months. The chemicals and materials science company, whose portfolio spans products used in medical packaging, water filtration, construction materials and industrial applications, posted net sales of about $1.68 billion, modestly above the $1.66 billion consensus estimate. Adjusted earnings came in at $0.55 per share, ahead of expectations for $0.48. Profitability improves as margins expand Net income rose to $150 million, or $0.36 a share, from $80 million, or $0.19 a share, a year earlier. Operating performance improved across the board, with earnings before interest, taxes, depreciation and amortization reaching $414 million, up 15% year over year, reflecting gains in productivity, pricing and mix. The company’s ebitda margin expanded to 24.6%, underscoring stronger profitability even as some end markets remained uneven. Healthcare and water technologies led growth, with organic sales rising in medical packaging and biopharma applications. Industrial segments were more mixed, with strength in aerospace and automotive offset by continued softness in construction-related demand. Chief Executive Officer Lori Koch said in the earnings release: “We delivered a strong start to the year, exceeding our financial guidance through disciplined commercial and operational execution.” Guidance raised above Wall Street expectations DuPont ( DD ) raised its full-year outlook following the better-than-expected quarter. The company now expects 2026 net sales in the range of $7.16 billion to $7.22 billion and adjusted earnings of $2.35 to $2.40 per share. That guidance sits above Wall Street’s consensus forecast of roug...
Pediatrix Medical Group press release ( MD ): Q1 Non-GAAP EPS of $0.44 beats by $0.06 . Revenue of $476.2M (+3.9% Y/Y) beats by $10.38M . This increase reflects growth in same-unit revenue of 2.8 percent, and to a lesser extent, growth in non-same unit activity, driven by recent acquisitions, partially offset by practice dispositions. Same-unit revenue from net reimbursement-related factors increa...
Pediatrix Medical Group press release ( MD ): Q1 Non-GAAP EPS of $0.44 beats by $0.06 . Revenue of $476.2M (+3.9% Y/Y) beats by $10.38M . This increase reflects growth in same-unit revenue of 2.8 percent, and to a lesser extent, growth in non-same unit activity, driven by recent acquisitions, partially offset by practice dispositions. Same-unit revenue from net reimbursement-related factors increased by 4.4 percent for the 2026 first quarter as compared to the prior-year period. This increase primarily reflects improved cash collections, an increase in hospital contract administrative fees, higher patient acuity, primarily in neonatology, and a slightly favorable shift in payor mix. The percentage of services reimbursed by commercial and other non-government payors increased by 45 basis points compared to the prior-year period. Pediatrix reaffirms its full year 2026 outlook for Adjusted EBITDA, as defined above, and anticipates Adjusted EBITDA will be in a range of $280 million to $300 million. Shares +4.4% PM. More on Pediatrix Medical Group Pediatrix Medical Group, Inc. (MD) Q4 2025 Earnings Call Transcript Pediatrix Medical Group Q1 2026 Earnings Preview Jensen Huang, Mark Zuckerberg among Trump's tech council Seeking Alpha’s Quant Rating on Pediatrix Medical Group Historical earnings data for Pediatrix Medical Group
(RTTNews) - France's equity benchmark CAC 40 moved higher on Tuesday as investors reacted to some corporate earnings news. The mood in the market remained a bit cautious due to an escalation in tensions in the Middle East.
(RTTNews) - France's equity benchmark CAC 40 moved higher on Tuesday as investors reacted to some corporate earnings news. The mood in the market remained a bit cautious due to an escalation in tensions in the Middle East.
Archer-Daniels-Midland Co. increased its annual earnings outlook as the crop trader expects a clearer US biofuels policy to offset market disruptions from the conflict in the Middle East. The US announced stronger US biofuels blending requirements in March that are likely to increase demand for corn and soybeans that ADM and its rivals process for renewable fuels and other products. The Chicago-ba...
Archer-Daniels-Midland Co. increased its annual earnings outlook as the crop trader expects a clearer US biofuels policy to offset market disruptions from the conflict in the Middle East. The US announced stronger US biofuels blending requirements in March that are likely to increase demand for corn and soybeans that ADM and its rivals process for renewable fuels and other products. The Chicago-based company now sees adjusted earnings between $4.15 and $4.70 a share in 2026, according to a Tuesday statement . That’s up from ADM’s initial 2026 forecast of $3.60 to $4.25 a share. ADM shares were up 1.6% in premarket trading. The stock has climbed more than 30% so far this year, bolstered by optimism for policies that increase the use of biofuels. Fuel refiners this year are required to mix a record 25.82 billion gallons of biofuels into conventional gasoline and diesel under a long-awaited blending standard finalized by the Trump administration in March. “With US biofuels policy clarity now providing a stable regulatory framework, combined with our team’s solid execution, we are raising our earnings expectations for 2026,” Chief Executive Officer Juan Luciano said in the statement. The improved outlook comes as ADM faces challenges in a volatile trade environment roiled by tariffs and, more recently, the war with Iran. The conflict has essentially choked off shipping traffic through the Strait of Hormuz, crimping access to commodities like fuel and fertilizer, while also raising prices for the key farming inputs.
Stock futures were rising Tuesday as investors shrugged off a flare-up of tensions in the Middle East. Palantir Technologies slid 3.3% even as the data-wrangling software developer’s first-quarter earnings topped Wall Street’s expectations on all key metrics. Because it trades at such a lofty valuation, with the stock fetching 97 times expected earnings per share for the next 12 months, Palantir g...
Stock futures were rising Tuesday as investors shrugged off a flare-up of tensions in the Middle East. Palantir Technologies slid 3.3% even as the data-wrangling software developer’s first-quarter earnings topped Wall Street’s expectations on all key metrics. Because it trades at such a lofty valuation, with the stock fetching 97 times expected earnings per share for the next 12 months, Palantir gets judged not on whether it beats expectations but how much it beats estimates.
Ball Corporation press release ( BALL ): Q1 Non-GAAP EPS of $0.94 beats by $0.10 . Revenue of $3.6B (+16.5% Y/Y) beats by $260M . First quarter U.S. GAAP total diluted earnings per share of 77 cents vs. 63 cents in 2025 First quarter comparable diluted earnings per share of 94 cents vs. 77 cents in 2025, an increase of 22.1% First quarter comparable operating earnings of $387 million vs. $352 mill...
Ball Corporation press release ( BALL ): Q1 Non-GAAP EPS of $0.94 beats by $0.10 . Revenue of $3.6B (+16.5% Y/Y) beats by $260M . First quarter U.S. GAAP total diluted earnings per share of 77 cents vs. 63 cents in 2025 First quarter comparable diluted earnings per share of 94 cents vs. 77 cents in 2025, an increase of 22.1% First quarter comparable operating earnings of $387 million vs. $352 million in 2025, an increase of 9.9% Global aluminum packaging shipments increased 0.8% in the first quarter On track to return at least $800 million through share buybacks and dividends to shareholders by year-end More on Ball Corporation Ball Corporation Isn't Prepared For An Upgrade Yet Ball Corporation (BALL) Presents at Bank of America 2026 Global Agriculture and Materials Conference Transcript Ball Corporation 2025 Q4 - Results - Earnings Call Presentation Ball Corporation Q1 2026 Earnings Preview Ball upgraded, Graphic Packaging downgraded at Raymond James