Berkshire Hathaway’s (NYSE: BRK-B) cash position has become one of the defining financial stories of recent years, swelling to truly historic proportions. The company ended 2025 with $373.3 billion in cash and cash equivalents, representing the largest corporate cash hoard in American business history. The initial peak occurred in the third quarter of 2025, when ... We May Soon Find Out Why Warren...
Berkshire Hathaway’s (NYSE: BRK-B) cash position has become one of the defining financial stories of recent years, swelling to truly historic proportions. The company ended 2025 with $373.3 billion in cash and cash equivalents, representing the largest corporate cash hoard in American business history. The initial peak occurred in the third quarter of 2025, when ... We May Soon Find Out Why Warren Buffett and Berkshire Hathaway Have Almost $400 Billion in Cash
The companies are reporting strong earnings growth fueled in part by data center and robotics demand. Elon Musk also teased Tesla’s Optimus as its "biggest product ever."
The companies are reporting strong earnings growth fueled in part by data center and robotics demand. Elon Musk also teased Tesla’s Optimus as its "biggest product ever."
(RTTNews) - Atkore Inc. (ATKR), a manufacturer of electrical products, on Tuesday reported a wider net loss for the second quarter compared to the prior year despite an increase in revenue.
(RTTNews) - Atkore Inc. (ATKR), a manufacturer of electrical products, on Tuesday reported a wider net loss for the second quarter compared to the prior year despite an increase in revenue.
"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops. Today's guests: Vivek Paul, BlackRock Investment Institute, Portfolio Research Global Head; Yu Jie, Chatham House, Asia-Pacific Program...
"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops. Today's guests: Vivek Paul, BlackRock Investment Institute, Portfolio Research Global Head; Yu Jie, Chatham House, Asia-Pacific Programme Senior Research Fellow; Ester Baiget, Novonesis, President & CEO; Massimo Battaini, Prysmian, CEO. (Source: Bloomberg)
Derick Hudson Meta ( META ) on Tuesday said it was “expanding” technology to protect younger users across its platforms. The company says its AI-powered age assurance and enforcement tools are designed to identify users who may be teenagers, even if they provide an adult date of birth. The tech would place such accounts into “Teen Account” settings. This rollout includes Instagram in the European ...
Derick Hudson Meta ( META ) on Tuesday said it was “expanding” technology to protect younger users across its platforms. The company says its AI-powered age assurance and enforcement tools are designed to identify users who may be teenagers, even if they provide an adult date of birth. The tech would place such accounts into “Teen Account” settings. This rollout includes Instagram in the European Union and Brazil and Facebook in the United States, with further expansion planned. Meta last year rolled out the technology on Instagram in the US, Australia, Canada, and the UK. "Now we are expanding our use of this technology to 27 countries in the EU and Brazil. This will ensure more people whom we suspect to be teens are proactively placed into age-appropriate protections on Instagram," Meta said. These systems analyze profile signals such as posts, comments, and even visual content to estimate age. The company emphasized that its visual analysis tools are not facial recognition but instead assess general cues like context and appearance patterns. If an account is flagged as potentially underage, it may be deactivated pending age verification. Meta says it is also simplifying reporting tools and using AI-assisted moderation to improve speed and consistency in handling violations. Meta also called for app stores to take a larger role in verifying users’ ages. Centralized age verification would create more consistent safeguards across platforms while preserving user privacy. More on Meta Meta Platforms: Why AI Is Still Driving Ads Growth And Value Creation Meta's Post-Q1 2026 Earnings Price Slump Might Continue Meta Does Things Their Own Way Meta taps Morgan Stanley, JPMorgan for $13B El Paso AI data center deal: report AI boom lifts big tech earnings, but Wall Street is picking winners and losers
Southwest Gas press release ( SWX ): Q1 GAAP EPS of $1.91 misses by $0.09 . Revenue of $585.12M (-21.6% Y/Y) misses by $110.4M . Southwest Gas invested $186.3 million in capital expenditures (on an accrual basis) during the quarter to strengthen and modernize infrastructure to support new and existing customer demand; Southwest Gas achieved gross margin of $298.9 million and operating margin of $4...
Southwest Gas press release ( SWX ): Q1 GAAP EPS of $1.91 misses by $0.09 . Revenue of $585.12M (-21.6% Y/Y) misses by $110.4M . Southwest Gas invested $186.3 million in capital expenditures (on an accrual basis) during the quarter to strengthen and modernize infrastructure to support new and existing customer demand; Southwest Gas achieved gross margin of $298.9 million and operating margin of $477.0 million for the three months ended March 31, 2026; As of March 31, 2026, the Company had $484.8 million of cash on hand, and nearly $1.2 billion in available liquidity; and The Company increased its quarterly common stock dividend to $0.645 per share, representing a 4% increase over the 2025 dividend rate. Southwest Gas Holdings Guidance and Outlook: The Company affirms the following 2026 and forward-looking guidance ranges, as follows: (in millions, except percentages) Affirmed Estimates 2026 Earnings per share from continuing operations $4.17 - $4.32 / share vs. $4.26 consensus 2026 Capital expenditures (1) ~$1.25 billion 2026 - 2030 Adjusted Earnings per share from continuing operations CAGR (2) 12.0% - 14.0% 2026- 2030 Capital expenditures (1) $6.3 billion 2026 - 2030 Rate base CAGR (2) 9.5% - 11.5% Click to enlarge More on Southwest Gas Southwest Gas Holdings, Inc. (SWX) Presents at Jefferies Power, Utilities, & Clean Energy Conference 2026 - Slideshow Southwest Gas Holdings, Inc. (SWX) Q4 2025 Earnings Call Transcript Southwest Gas Holdings, Inc. 2025 Q4 - Results - Earnings Call Presentation Southwest Gas Q1 2026 Earnings Preview Southwest Gas raises quarterly dividend by 4% to $0.645/share
Minerva Neurosciences press release ( NERV ): Q1 Non-GAAP EPS of -$0.17 misses by $0.04 . As of March 31, 2026, Minerva had approximately $78.2 million in cash, cash equivalents, marketable securities and restricted cash, compared to $82.4 million at December 31, 2025.
Minerva Neurosciences press release ( NERV ): Q1 Non-GAAP EPS of -$0.17 misses by $0.04 . As of March 31, 2026, Minerva had approximately $78.2 million in cash, cash equivalents, marketable securities and restricted cash, compared to $82.4 million at December 31, 2025.
Investors should scoop Cogent Communications as it trades at a discount following a major sell-off to start the week and shows signs of bolstering its balance sheet, according to JPMorgan. The bank upgraded Cogent Communications to overweight from neutral. It lowered its price target on shares to $22 from $23, though that still implies 34% upside from Monday's close. "Following Monday's pullback, ...
Investors should scoop Cogent Communications as it trades at a discount following a major sell-off to start the week and shows signs of bolstering its balance sheet, according to JPMorgan. The bank upgraded Cogent Communications to overweight from neutral. It lowered its price target on shares to $22 from $23, though that still implies 34% upside from Monday's close. "Following Monday's pullback, we upgrade Cogent to Overweight (from Neutral), driven by (1) a continued favorable mix shift toward On-Net and Waves revenue (+9% y/y in [the first quarter of 2026] on a combined basis) and (2) further progress on the sale of its data centers, which we believe will enable Cogent to reduce debt (on a gross and net basis) and refinance its 2027 unsecured notes," analyst Sebastiano Petti said Tuesday in a note to clients. Shares plunged 29% lower on Monday after the internet service provider posted lackluster first-quarter earnings results. The company reported adjusted EBITDA of $70.2 million versus the $73.9 million expected by analysts polled by FactSet. Its revenue came in at $135.6 million, or slightly below a $136.6 million consensus estimate. CCOI 1D mountain Shares closed 29% lower on Monday. The stock's steep decline "provides an attractive entry point," according to Petti. He added that Cogent should be able to regain ground, particularly if it can close its expected sale of 10 data centers early this summer. Cogent CEO Dave Schaeffer said during the company's earnings call on Monday that aggregate proceeds from that sale should come in at "substantially more than [the firm's] $144 million" agreement to offload two of its data centers that was terminated in the first quarter for 2026. The executive also noted that his company will contribute the proceeds of its new expected deal to a borrower group to de-lever "both on a gross and net basis," per Petti's note. JPMorgan's call goes against consensus on the Street. Of the 12 analysts covering Cogent, just four have a ...
Drazen Zigic/iStock via Getty Images Investment Thesis While GARP (Growth At a Reasonable Price) is my main strategic focus, dividend kings and aristocrats are my second area of interest. These companies are some of the darlings of passive, income-oriented investors, with their economic moats and lower uncertainty business models. However, I am not a very passive dividend growth investor, because ...
Drazen Zigic/iStock via Getty Images Investment Thesis While GARP (Growth At a Reasonable Price) is my main strategic focus, dividend kings and aristocrats are my second area of interest. These companies are some of the darlings of passive, income-oriented investors, with their economic moats and lower uncertainty business models. However, I am not a very passive dividend growth investor, because this lower uncertainty comes to the detriment of high growth. I am interested in squeezing both advantages (lower uncertainty and higher growth), and I can do this by one of the following: Invest in these stocks when they are at the beginning of a favorable mid-to-long-term cycle. I was a fan of regulated utilities in 2025, with a combination of tailwinds from a higher demand of electricity especially fueled by AI, and the beginning of a cycle of monetary easing by the Fed and other central banks. But this is mostly over. Catch some of these stocks when they face specific headwinds, with attractive valuations compared to their industries. These are also rare cases. Use an options strategy suited for neutral-to-bullish outlooks, which gives significant leverage for small price movements on the upside, and have limited risks on the downside due to the lower business uncertainty combined with a careful position management. One of the companies that falls into the second category today is The Clorox Company ( CLX ), one of the rare cases when I found an established name in the defensive Consumer Staples industry undervalued. While that might be interesting today for a scalable stock position, I still find even a little more interesting an options strategy mentioned at the third point, and I’ll explain below the differences between the two. Business Analysis Clorox has four reportable segments : Health and Wellness: cleaning, disinfecting and professional products. Household : bags and wraps, cat litter and grilling products. Lifestyle : food, water filtration and natural person...
JHVEPhoto Energizer Holdings ( ENR ) traded higher after the company reported mixed fiscal second-quarter results. Total revenue was down 3.0% year over year and missed the consensus estimate by $19M. Organic sales decreased 5.5% during the quarter primarily due to a shift in the timing of battery orders related to the plastic free conversion, a slower start to the selling season in auto care, and...
JHVEPhoto Energizer Holdings ( ENR ) traded higher after the company reported mixed fiscal second-quarter results. Total revenue was down 3.0% year over year and missed the consensus estimate by $19M. Organic sales decreased 5.5% during the quarter primarily due to a shift in the timing of battery orders related to the plastic free conversion, a slower start to the selling season in auto care, and a modest impact from the conflict in the Middle East that resulted in volume declines of 6.1%. Carry over price increases of 0.6%, primarily in the batteries & lights segment, partially offset the volume declines. Looking ahead, Energizer ( ENR ) sees roughly flat full-year organic sales. FQ3 EPS of $0.75 to $0.85 (midpoint $0.80) is anticipated vs. $0.93 consensus, and full-year EPS is seen landing at the high end of $3.30 to $3.60 vs. $3.33 consensus. CEO Mark LaVigne said Energizer ( ENR ) continued to make meaningful progress against its strategic priorities, highlighted by significant gross margin recovery and growing confidence in a return to organic growth in the back half of the year. "Our disciplined execution is translating into tangible improvements across the income statement, strengthening our confidence in delivering the high end of our full-year earnings outlook," he noted. Shares of Energizer ( ENR ) were up 2.0% in premarket trading to $19.72 vs. the 52-week range of $16.00 to $30.29. More on Energizer Energizer Holdings Is Getting Harder To Resist Energizer: High Yield, Low Visibility I Have Lost My Optimism For Energizer Holdings (Downgrade) Energizer reports mixed Q2 results; introduces Q3 and updates FY26 outlook Energizer Q2 2026 Earnings Preview
(RTTNews) - Rockwell Automation, Inc. (ROK) said, for fiscal 2026, it now expects adjusted EPS in a range of $12.50 - $13.10, revised from prior guidance range of $11.40 - $12.20. Organic sales growth is now projected in a range of 5% - 9%, updated from prior guidance range of 2%
(RTTNews) - Rockwell Automation, Inc. (ROK) said, for fiscal 2026, it now expects adjusted EPS in a range of $12.50 - $13.10, revised from prior guidance range of $11.40 - $12.20. Organic sales growth is now projected in a range of 5% - 9%, updated from prior guidance range of 2%
With the US-Iran war creeping into its third month, oil traders are hedging against divergent outcomes tied to US inventories as the newly anointed top crude exporter faces unprecedented pressure to meet global demand. One of the hedges, around the US Strategic Petroleum Reserve release, last week helped to moderate crude futures. The other is a long-shot bet based on speculation that President Do...
With the US-Iran war creeping into its third month, oil traders are hedging against divergent outcomes tied to US inventories as the newly anointed top crude exporter faces unprecedented pressure to meet global demand. One of the hedges, around the US Strategic Petroleum Reserve release, last week helped to moderate crude futures. The other is a long-shot bet based on speculation that President Donald Trump will go to great lengths to tame rising fuel prices ahead of the US midterm elections, or that the conflict will heat up again and further choke off Middle East oil supply. The scattershot options landscape reflects a fractured oil market psyche, as traders position for previously unimaginable outcomes. One such scenario is already taking shape: constrained Middle Eastern supply is turbocharging overseas demand for US crude, pushing exports to record levels and testing the limits of the West’s supply cushion. Read more: US Is Oil Supplier of Last Resort as Hormuz Disruptions Worsen The US on Thursday offered up to 92.5 million barrels from the reserve as part of the International Energy Agency ’s effort to help alleviate supply disruptions from the Iran war, the largest wave yet in a planned 172-million-barrel release. The release is structured as a loan, prompting traders to step up efforts to sell oil for prompt delivery while buying later-dated contracts during periods when the borrowers will need to repay the government. West Texas Intermediate for full-year 2027 closed at an all-time high on Monday near $77 a barrel, up $3.55 since Wednesday. The so-called calendar strip rising above $70 — a widely watched level among producers looking to lock in future revenue — has remained elevated even as hedging activity surged to unprecedented levels according to Matt Marshall, president of AEGIS Hedging Solutions LLC. By contrast, prompt prices have moved more modestly. July futures closed up $1.40 from Wednesday, and the US benchmark’s June contract lagged Brent’s ga...
Accumulation Abstract Aerial Art/DigitalVision via Getty Images Performance assessment Palantir ( PLTR ) has lagged the overall market since my last update on the stock: Performance since HA's Last Article on PLTR (Seeking Alpha, HA's Last Article on PLTR) Elevator pitch The company posted its Q1 FY26 earnings update yesterday. Here's my take: All segments are firing but adoption in the US is the ...
Accumulation Abstract Aerial Art/DigitalVision via Getty Images Performance assessment Palantir ( PLTR ) has lagged the overall market since my last update on the stock: Performance since HA's Last Article on PLTR (Seeking Alpha, HA's Last Article on PLTR) Elevator pitch The company posted its Q1 FY26 earnings update yesterday. Here's my take: All segments are firing but adoption in the US is the highlight The pace of acceleration may be slowing down PLTR's valuation multiple is compressing as EPS expectations rise A higher for longer interest rates environment means a delayed catalyst for a valuation boost The charts say accumulate and wait All segments are firing but adoption in the US is the highlight This shows a snapshot of Palantir's revenue growth profile. Notice how from an impact basis (as measured by the revenue mix multiplied by the growth rate), the US market is the overwhelming driver of growth in the Q1 quarter: Q1 FY26 revenue split (Company Filings, HA Analysis) Management expects FY26 to see sustained 120% YoY levels of high growth in the US commercial business. This is driven by dual factors of relentless additions in customers: US commercial customers (Company Filings, HA Analysis) And more recently, greater mining of customer accounts leading to higher average revenues per US commercial customer of $1M per quarter: Average revenue per US Commercial Customer (Company Filings, HA Analysis) The simple driver of this growth is the fact that Palantir's AIP is simply the best option for enterprises to adopt and implement in order to drive very meaningful business productivity gains . Our AI platform dominates the U.S. markets as the only real choice for deploying AI models operationally in a way that actually works. - CFO David Glazer in the Q1 FY26 earnings call On the government side too, the company's growth was driven by bigger contracts with existing customer entities such as the Pentagon. This growth was driven by continued execution in existing ...
Spyre Therapeutics press release ( SYRE ): Q1 GAAP EPS of -$0.74 misses by $0.05 . $1.2 billion in pro forma cash, cash equivalents, and marketable securities as of March 31, 2026, with expected runway into the second half of 2029 More on Spyre Therapeutics Spyre Therapeutics: Strong SPY001 Data Set Up A Catalyst-Rich 2026 Spyre Therapeutics, Inc. (SYRE) Discusses SPY001 Part A Induction Topline R...
Spyre Therapeutics press release ( SYRE ): Q1 GAAP EPS of -$0.74 misses by $0.05 . $1.2 billion in pro forma cash, cash equivalents, and marketable securities as of March 31, 2026, with expected runway into the second half of 2029 More on Spyre Therapeutics Spyre Therapeutics: Strong SPY001 Data Set Up A Catalyst-Rich 2026 Spyre Therapeutics, Inc. (SYRE) Discusses SPY001 Part A Induction Topline Results From SKYLINE Trial in Moderate-to-Severe Ulcerative Colitis - Slideshow Spyre Therapeutics, Inc. (SYRE) Discusses SPY001 Part A Induction Topline Results From SKYLINE Trial in Moderate-to-Severe Ulcerative Colitis Transcript Spyre Therapeutics prices upsized $403M stock deal; gross proceeds exceed initial $300M goal Spyre Therapeutics launches $300M public stock offering
Sundry Photography/iStock Editorial via Getty Images Shares of GlobalFoundries ( GFS ) climbed about 3% premarket on Tuesday after the second quarter outlook beat analysts' estimates. Q1 Metrics For the first quarter ended March 31, non-IFRS EPS surged about 18% year-over-year to $0.40, beating estimates. Meanwhile, revenue grew about 3% year-over-year to $1.63B, which came in line with estimates....
Sundry Photography/iStock Editorial via Getty Images Shares of GlobalFoundries ( GFS ) climbed about 3% premarket on Tuesday after the second quarter outlook beat analysts' estimates. Q1 Metrics For the first quarter ended March 31, non-IFRS EPS surged about 18% year-over-year to $0.40, beating estimates. Meanwhile, revenue grew about 3% year-over-year to $1.63B, which came in line with estimates. "GF delivered strong results in the first quarter, with all of our Non-IFRS profitability metrics at or above the high end of the respective guidance ranges, said GlobalFoundries' CEO Tim Breen. Outlook For the second quarter of 2026, the company expects non-IFRS EPS to be $0.43 (plus or minus $0.05), compared to the consensus EPS estimate of $0.41. GlobalFoundries expects net revenue to be $1.76B (plus or minus $25M) versus the consensus revenue estimate of $1.74B. More on GlobalFoundries GlobalFoundries: I'm Maintaining A Neutral View After The Secondary Offering GLOBALFOUNDRIES Inc. (GFS) GlobalFoundries Inc. - Shareholder/Analyst Call - Slideshow GLOBALFOUNDRIES Inc. (GFS) GlobalFoundries Inc. - Shareholder/Analyst Call Transcript GLOBALFOUNDRIES Non-GAAP EPS of $0.40 beats by $0.05, revenue of $1.63B in-line GLOBALFOUNDRIES Q1 2026 Earnings Preview
U.S. futures are trending to the upside, as investors eye developments in the Middle East, with crude prices dipping. In Europe, stocks are also seeing the upside, with only the FTSE 100, where oil majors such as BP and Shell trade, in the red. Here are three investment strategies we heard in CNBC's Singapore and London studios on Tuesday to help navigate the noise. AI productivity gains Florian I...
U.S. futures are trending to the upside, as investors eye developments in the Middle East, with crude prices dipping. In Europe, stocks are also seeing the upside, with only the FTSE 100, where oil majors such as BP and Shell trade, in the red. Here are three investment strategies we heard in CNBC's Singapore and London studios on Tuesday to help navigate the noise. AI productivity gains Florian Ielpo, head of macro at Lombard Odier Investment Managers, is eyeing the fallout from the AI trade, arguing against underestimating how AI adoption is also producing productivity elsewhere. Ielpo said that the market is trading more narrowly than the earnings surprises are showing. "If you look at the numbers, industrials overall are doing good, consumer discretionary have been surprising to the upside, materials also. There's a flurry of sectors which are also profiting from what's happening currently in the pure AI space, I see that as momentum." The case for Europe Julian Howard, chief multi-asset investment strategist at GAM Investments, made the case for European equities but said the catalyst for those stocks has to be an end to the conflict in Iran. He cited German infrastructure as a case in point, but said that energy concerns over Europe loom large. He said that if investors target the Nasdaq and S & P 500 in the meantime, they will be able to hedge against inflation. Underweight Japan Francis Tan, chief strategist Asia at Indosuez Wealth Management, is now underweight Japanese equities, citing the recent strong run for stocks on the Nikkei 225. Additionally, Tan cited a need to rebalance his portfolio, saying he is now slightly overweight U.S. equities. He said he saw opportunities for gold and is advising clients to buy any dips in the precious metal, saying it has a "medium-term uptrend."