Thapana Onphalai/iStock via Getty Images AppLovin ( APP ) is scheduled to post first-quarter earnings of $3.64 on May 5, after the closing bell, with analysts expecting another quarter of robust growth with a solid profit margin. The company is projected to report revenue of $1.78B, translating to 20.3% year-on-year growth. Ahead of the earnings, analysts’ sentiments are more optimistic, with the ...
Thapana Onphalai/iStock via Getty Images AppLovin ( APP ) is scheduled to post first-quarter earnings of $3.64 on May 5, after the closing bell, with analysts expecting another quarter of robust growth with a solid profit margin. The company is projected to report revenue of $1.78B, translating to 20.3% year-on-year growth. Ahead of the earnings, analysts’ sentiments are more optimistic, with the company seeing 1 upward revision for EPS and 17 upward moves for revenue over the last three months. There were no downward revisions for either of the metrics. "We expect AppLovin to continue delivering on sequential revenue growth with a staggering profit margin," Wedbush analysts said in a recent report. Ahead of the earnings, analysts expect margins to continue expanding, noting that its ability to hit 84% EBITDA margins yet again would be encouraging. Seeking Alpha analyst The Alpha Sieve believes that AppLovin’s efforts to broaden into e-commerce could potentially enter a state of inflection this year. It expects the firm to see strong traction from e-commerce advertisers following the general-availability launch of its self-serve tool Axon Ads, which is due to take place before the end of H1-26. It sees the tool playing a key role in the 30% - 50% YoY topline growth over the next 10 quarters. However, analysts at Wedbush expect the management to take a measured approach to the pace of eCommerce maturation. "Last quarter, investors looking for a massive eCommerce spike were disappointed, and once again, we expect management to sound appropriately measured on the pace of eCommerce maturation. While its measured rollout has caused concern for some, we believe it underscores AppLovin's deliberate focus on perfecting before scaling, which should drive substantial growth over the next few years,” it noted. Going forward, analysts are bullish on APP even beyond its upcoming earnings, driven by expanding user engagement and the mobile industry’s growth. “The global mobile ap...
While the bull thesis for Intel (INTC) centers on foundry ramp and 18A process leadership by 2H 2026, the stock's 5x run has priced in execution that hasn't materialized. At over 85x forward earnings against 10% expected growth over two years, investors are paying a premium multiple for a narrative, not fundamentals. The margin for error is razor-thin.
While the bull thesis for Intel (INTC) centers on foundry ramp and 18A process leadership by 2H 2026, the stock's 5x run has priced in execution that hasn't materialized. At over 85x forward earnings against 10% expected growth over two years, investors are paying a premium multiple for a narrative, not fundamentals. The margin for error is razor-thin.
Carlyle Co-President John Redett joins Bloomberg's Dani Burger at the Milken Conference to break down a $5B liquidity strategy that aims to reshape private equity. He explains what’s really behind the industry’s exit slowdown, and pushes back on the AI investment frenzy saying diversification wins over hype. (Source: Bloomberg)
Carlyle Co-President John Redett joins Bloomberg's Dani Burger at the Milken Conference to break down a $5B liquidity strategy that aims to reshape private equity. He explains what’s really behind the industry’s exit slowdown, and pushes back on the AI investment frenzy saying diversification wins over hype. (Source: Bloomberg)
Hong Kong’s security chief has reaffirmed that fire services will act as the gatekeeper for safety after a legal vacuum was exposed during an inquiry into the city’s deadliest fire in decades, stressing the department’s existing manpower could cope with expanded oversight duties. Secretary for Security Chris Tang Ping-keung on Tuesday reiterated the pledge earlier made by Fire Services Department ...
Hong Kong’s security chief has reaffirmed that fire services will act as the gatekeeper for safety after a legal vacuum was exposed during an inquiry into the city’s deadliest fire in decades, stressing the department’s existing manpower could cope with expanded oversight duties. Secretary for Security Chris Tang Ping-keung on Tuesday reiterated the pledge earlier made by Fire Services Department director Andy Yeung Yan-kin during the hearings into the inferno at Wang Fuk Court in Tai Po. The...
Apple Inc. co-founder Steve Jobs once framed humanity's edge over apes and other high primates in simple terms: people build tools, then use those tools to outrun their own limits. Jobs Saw Bicycles As Proof Of Human Advantage In interviews from the early 1980s, Jobs described reading a Scientific American study that measured how efficiently different species moved. The condor, he said, used the l...
Apple Inc. co-founder Steve Jobs once framed humanity's edge over apes and other high primates in simple terms: people build tools, then use those tools to outrun their own limits. Jobs Saw Bicycles As Proof Of Human Advantage In interviews from the early 1980s, Jobs described reading a Scientific American study that measured how efficiently different species moved. The condor, he said, used the least energy to travel a kilometer, while humans made "a rather unimpressive showing," ranking about
Concentrated bets on a handful of mega-cap technology names drove most of the S&P 500’s returns over the past three years, and Roundhill built MAGS to deliver that exposure in one ticker without forcing investors to guess which name will lead next. The Single-Decision Mega-Cap Tech Sleeve The Roundhill Magnificent Seven ETF (NYSEARCA:MAGS) holds seven ... MAGS Is Up 181% Since Launch, but 2026 Rev...
Concentrated bets on a handful of mega-cap technology names drove most of the S&P 500’s returns over the past three years, and Roundhill built MAGS to deliver that exposure in one ticker without forcing investors to guess which name will lead next. The Single-Decision Mega-Cap Tech Sleeve The Roundhill Magnificent Seven ETF (NYSEARCA:MAGS) holds seven ... MAGS Is Up 181% Since Launch, but 2026 Reveals Its Hidden Weakness
Participants took 25mg of psilocybin, reporting deeper psychological insight and better wellbeing a month later A single dose of psilocybin, the active ingredient in magic mushrooms, can induce anatomical changes in the brain, according to research among people who took the psychedelic compound for the first time. Scientists spotted apparent changes in the brain’s structure which were still appare...
Participants took 25mg of psilocybin, reporting deeper psychological insight and better wellbeing a month later A single dose of psilocybin, the active ingredient in magic mushrooms, can induce anatomical changes in the brain, according to research among people who took the psychedelic compound for the first time. Scientists spotted apparent changes in the brain’s structure which were still apparent a month after healthy volunteers took the drug. If confirmed, they may help explain the therapeutic effects that psychedelics can have on anxiety, depression and addiction, researchers said. Continue reading...
State Street’s own 2026 ETF outlook called active fixed income the “global product center of gravity”, which is a striking concession from the firm that built the largest passive high-yield ETF on the market. That backdrop frames the case for Vanguard High-Yield Active ETF (CBOE:VGHY), Vanguard’s first actively managed high-yield bond ETF. Launched in September ... Credit Spreads Are the Signal Th...
State Street’s own 2026 ETF outlook called active fixed income the “global product center of gravity”, which is a striking concession from the firm that built the largest passive high-yield ETF on the market. That backdrop frames the case for Vanguard High-Yield Active ETF (CBOE:VGHY), Vanguard’s first actively managed high-yield bond ETF. Launched in September ... Credit Spreads Are the Signal That Will Make or Break VGHY in 2026
Anthropic PBC unveiled a set of new artificial intelligence agents designed to handle a broader mix of financial services tasks, part of the company’s push to win over Wall Street. The Claude maker is releasing AI agents that it says can draft pitch decks for client meetings, review financial statements and escalate cases for compliance review. The new tools — 10 in total — are aimed at profession...
Anthropic PBC unveiled a set of new artificial intelligence agents designed to handle a broader mix of financial services tasks, part of the company’s push to win over Wall Street. The Claude maker is releasing AI agents that it says can draft pitch decks for client meetings, review financial statements and escalate cases for compliance review. The new tools — 10 in total — are aimed at professionals across banking, insurance, asset management and financial technology. In a sign of the company’s growing influence beyond Silicon Valley, Anthropic Chief Executive Dario Amodei is set to speak about AI Tuesday alongside JPMorgan Chase & Co.’s Jamie Dimon at an Anthropic event in New York attended by banking industry leaders. Anthropic has established itself as a leader in the lucrative market for AI coding tools that streamline the process of software development. Increasingly, the firm is now competing against rival OpenAI to prove its technology can handle a wide range of valuable tasks in other industries, including finance, as the two startups look to bolster revenue ahead of their widely expected initial public offerings. “Finance is a great blueprint for the rest of knowledge work,” said Nicholas Lin, Anthropic’s head of product for financial services. “We’ve actually seen finance just a few months behind code, which we’ve seen massive acceleration in.” The company now has more than 300,000 business customers who use its technologies to automate parts of their work. In February, Anthropic introduced plug-ins for its Claude software tailored for financial analysis, equity research, private equity and wealth management. It also debuted a new model that month that it said was more adept at financial research . As part of the new offerings announced Tuesday, Anthropic said it is also enabling its Claude AI model to work better across third-party software like Excel, PowerPoint and Outlook, and integrate data from partners in the financial services industry, such as Du...
Shares of Intel (NASDAQ:INTC) are catapulting 14% in Tuesday morning trading, changing hands near $109.60 after Bloomberg reported that Apple (NASDAQ:AAPL) is exploring Intel’s foundry services for future U.S. chip production. The move extends a stunning run. Intel stock is up 118% over the past month and up roughly 197% year to date (YTD), breaking ... Intel Rips 14% Higher: Apple Foundry Reports...
Shares of Intel (NASDAQ:INTC) are catapulting 14% in Tuesday morning trading, changing hands near $109.60 after Bloomberg reported that Apple (NASDAQ:AAPL) is exploring Intel’s foundry services for future U.S. chip production. The move extends a stunning run. Intel stock is up 118% over the past month and up roughly 197% year to date (YTD), breaking ... Intel Rips 14% Higher: Apple Foundry Reports Crush Bears in Massive Short Squeeze
Thomas Barwick/DigitalVision via Getty Images Over the last few days, I have had to sit with a fairly uncomfortable conclusion: I was too early with my downgrade on Alphabet Inc. ( GOOG ) ( GOOGL ), and, in my world, being too early is effectively the same thing as being wrong. Look, I still think the depreciation is a risk, particularly after the last 10-Q shows that $108.6 billion of assets were...
Thomas Barwick/DigitalVision via Getty Images Over the last few days, I have had to sit with a fairly uncomfortable conclusion: I was too early with my downgrade on Alphabet Inc. ( GOOG ) ( GOOGL ), and, in my world, being too early is effectively the same thing as being wrong. Look, I still think the depreciation is a risk, particularly after the last 10-Q shows that $108.6 billion of assets were not yet in service as of March 31, 2026, up from $78.6 billion at the end of 2025. Those assets should eventually move into service and start flowing through depreciation expense. That is why I am not declaring the concern solved. I am only saying the timing appears later than I expected. In the meantime, I think the market has something else to focus on: growth (particularly in the Cloud segment). With more than half of the $467.6B in total revenue backlog expected to be recognized over the next 24 months, I think this plays a more important role in investors' minds than depreciation. Overall, I turned again bullish on Alphabet, but I still have one eye on the exit. Was I Dead Wrong With My Downgrade? Yes. I was too early, and, in my world (I have an investment timeframe of 3-24 months), that is the same thing as being wrong. That said, I still believe that the Q1 EPS beat was low quality, as $36.9 billion of equity gains was a tailwind to net income. For reference, in the same quarter last year, the equity gain was only $9.8B. Alphabet Q1 2026 | 10Q I found the following remarks in one of the footnotes of the Q1 2026 earnings release (emphasis added): For Q1 2026, the net effect of the gain on equity securities of $36.9 billion increased the provision for income tax, net income, and diluted net income per share by $8.2 billion, $28.7 billion, and $2.35, respectively. So the tailwind was about $2.35. Excluding this gain, the diluted EPS would have been $2.76. Even after backing out this non-operating tailwind, the Q1 EPS would still top the $2.63 consensus . In other word...
It’s clearly a looker. | Image: Telepathic Instruments The Telepathic Instruments Orchid has been unavailable for a few months now. But a new batch is ready to drop on May 5th for $649, and the company is celebrating with a limited edition clear Orchid: Arctic, which will cost slightly more: $699. The Orchid was designed in part with Kevin Parker of Tame Impala , and it draws inspiration from chor...
It’s clearly a looker. | Image: Telepathic Instruments The Telepathic Instruments Orchid has been unavailable for a few months now. But a new batch is ready to drop on May 5th for $649, and the company is celebrating with a limited edition clear Orchid: Arctic, which will cost slightly more: $699. The Orchid was designed in part with Kevin Parker of Tame Impala , and it draws inspiration from chord organs that were popular in homes during the '50s and '60s. Like those instruments, the Orchid allows musicians to quickly play rich chord progressions without having to master a ton of theory or complex fingerings. It quickly generated a lot of buzz and could be difficult to get your hands on. But … Read the full story at The Verge.
Dividend stocks that raise their payouts regularly can be extremely valuable investments to hold for the long term, as their rising income can offset the effects of inflation. While many dividend growth stocks boast about long streaks, it's also important to consider the rate of their increases . A company could, after all, raise its dividend by a penny to keep its streak going, and it would still...
Dividend stocks that raise their payouts regularly can be extremely valuable investments to hold for the long term, as their rising income can offset the effects of inflation. While many dividend growth stocks boast about long streaks, it's also important to consider the rate of their increases . A company could, after all, raise its dividend by a penny to keep its streak going, and it would still technically be considered a dividend growth stock. The three stocks listed here have made significant, double-digit increases to their dividend payments this year. American Express (NYSE: AXP) , TJX Companies (NYSE: TJX) , and Costco Wholesale (NASDAQ: COST) have recently made announcements that dividend investors are sure to love, reminding them of why these are great stocks to own for the long haul. Image source: Getty Images. Continue reading
Thomas Barwick/DigitalVision via Getty Images Over the last few days, I have had to sit with a fairly uncomfortable conclusion: I was too early with my downgrade on Alphabet Inc. ( GOOG ) ( GOOGL ), and, in my world, being too early is effectively the same thing as being wrong. Look, I still think the depreciation is a risk, particularly after the last 10-Q shows that $108.6 billion of assets were...
Thomas Barwick/DigitalVision via Getty Images Over the last few days, I have had to sit with a fairly uncomfortable conclusion: I was too early with my downgrade on Alphabet Inc. ( GOOG ) ( GOOGL ), and, in my world, being too early is effectively the same thing as being wrong. Look, I still think the depreciation is a risk, particularly after the last 10-Q shows that $108.6 billion of assets were not yet in service as of March 31, 2026, up from $78.6 billion at the end of 2025. Those assets should eventually move into service and start flowing through depreciation expense. That is why I am not declaring the concern solved. I am only saying the timing appears later than I expected. In the meantime, I think the market has something else to focus on: growth (particularly in the Cloud segment). With more than half of the $467.6B in total revenue backlog expected to be recognized over the next 24 months, I think this plays a more important role in investors' minds than depreciation. Overall, I turned again bullish on Alphabet, but I still have one eye on the exit. Was I Dead Wrong With My Downgrade? Yes. I was too early, and, in my world (I have an investment timeframe of 3-24 months), that is the same thing as being wrong. That said, I still believe that the Q1 EPS beat was low quality, as $36.9 billion of equity gains was a tailwind to net income. For reference, in the same quarter last year, the equity gain was only $9.8B. Alphabet Q1 2026 | 10Q I found the following remarks in one of the footnotes of the Q1 2026 earnings release (emphasis added): For Q1 2026, the net effect of the gain on equity securities of $36.9 billion increased the provision for income tax, net income, and diluted net income per share by $8.2 billion, $28.7 billion, and $2.35, respectively. So the tailwind was about $2.35. Excluding this gain, the diluted EPS would have been $2.76. Even after backing out this non-operating tailwind, the Q1 EPS would still top the $2.63 consensus . In other word...
Competition between OpenAI and Anthropic, the two most prominent artificial intelligence start-ups, is intensifying as they race to expand relationships with major financial institutions. San Francisco-based Anthropic, which makes the Claude AI assistant that rivals OpenAI’s widely used ChatGPT, is launching a slate of new AI agent offerings for banks, investment managers, and insurers. The agents...
Competition between OpenAI and Anthropic, the two most prominent artificial intelligence start-ups, is intensifying as they race to expand relationships with major financial institutions. San Francisco-based Anthropic, which makes the Claude AI assistant that rivals OpenAI’s widely used ChatGPT, is launching a slate of new AI agent offerings for banks, investment managers, and insurers. The agents are meant to help those companies’ employees build presentations, synthesize webs of data sets and filings, build financial models, and complete other tasks, Anthropic said on Tuesday.