Exelon press release ( EXC ): Q1 Non-GAAP EPS of $0.91 beats by $0.03 . Revenue of $7.24B (+7.9% Y/Y) beats by $210M . Affirming full year 2026 Adjusted (non-GAAP) operating earnings guidance range of $2.81-$2.91 per share vs. $2.85 consensus and operating EPS compounded annual growth near top end of 5-7% from 2025 to 2029. Projecting $41.7 billion of capital expenditures over the next four years,...
Exelon press release ( EXC ): Q1 Non-GAAP EPS of $0.91 beats by $0.03 . Revenue of $7.24B (+7.9% Y/Y) beats by $210M . Affirming full year 2026 Adjusted (non-GAAP) operating earnings guidance range of $2.81-$2.91 per share vs. $2.85 consensus and operating EPS compounded annual growth near top end of 5-7% from 2025 to 2029. Projecting $41.7 billion of capital expenditures over the next four years, resulting in expected rate base growth of 7.9% All utilities sustained top quartile in reliability performance, with ComEd in top decile More on Exelon Exelon Q1 Earnings Preview : Attractive Utility With Good Data-Center Tailwinds Exelon: Not Just A Bet On AI Data Center Tailwinds, But On Electrification Overall Exelon Corporation (EXC) Q4 2025 Earnings Call Transcript Exelon Q1 2026 Earnings Preview Exelon cut at Jefferies after Pennsylvania rate case 'own goal'
Faris Fitrianto/iStock Editorial via Getty Images Listen below or on the go via Apple Podcasts and Spotify McDonald's ( MCD ) adds a barista-style role to stores as part of the refreshers and crafted soda launch . (00:14) AMD shoots up as Q1 results, guidance top estimates. (01:22) Apple ( AAPL ) to pay $250M to settle shareholder lawsuit over Siri AI delays. (02:50) This is an abridged transcript...
Faris Fitrianto/iStock Editorial via Getty Images Listen below or on the go via Apple Podcasts and Spotify McDonald's ( MCD ) adds a barista-style role to stores as part of the refreshers and crafted soda launch . (00:14) AMD shoots up as Q1 results, guidance top estimates. (01:22) Apple ( AAPL ) to pay $250M to settle shareholder lawsuit over Siri AI delays. (02:50) This is an abridged transcript. McDonald's ( MCD ) is adding six new crafted beverages to its menu today and a new position to make sure it’s made right. The beverage specialist will be focused on making the new more complex drinks. It includes three refreshers. Customers can choose from mango pineapple flavor with strawberry boba, blackberry passion fruit with freeze-dried dragon fruit, and a strawberry watermelon option. In addition, three crafted sodas are being added to the menu. The crafted soda is a fountain drink enhanced with flavored syrups and cold foam. Sprite Berry Blast will have blue raspberry syrup. The Orange Dream resembles a Creamsicle. And the Dirty Dr Pepper is a classic Dr Pepper with vanilla flavor. Each topped with cold foam. The new lineup will be closely watched by rivals such as Starbucks ( SBUX ), Taco Bell ( YUM ), Dutch Bros. ( BROS ), and Dunkin' looking to protect their market share. The updated drink menu reflects McDonald's ( MCD ) push into higher-margin, customizable drinks that can attract younger consumers and create more traffic beyond lunch and dinner. AMD ( AMD ) is up 18% in early trading after reporting first-quarter results and guidance that topped Wall Street's forecast. Shares have gained more than 60% in the past month and more than 250% in the past 12 months amid investor enthusiasm about artificial intelligence spending. For the period ending March 28, AMD said it earned an adjusted $1.37 per share as revenue rose 38% year-over-year to $10.25B. Analysts had expected the company to earn $1.28 on revenues of $9.89B for the entire quarter. AMD said it expects...
Faris Fitrianto/iStock Editorial via Getty Images Listen below or on the go via Apple Podcasts and Spotify McDonald's ( MCD ) adds a barista-style role to stores as part of the refreshers and crafted soda launch . (00:14) AMD shoots up as Q1 results, guidance top estimates. (01:22) Apple ( AAPL ) to pay $250M to settle shareholder lawsuit over Siri AI delays. (02:50) This is an abridged transcript...
Faris Fitrianto/iStock Editorial via Getty Images Listen below or on the go via Apple Podcasts and Spotify McDonald's ( MCD ) adds a barista-style role to stores as part of the refreshers and crafted soda launch . (00:14) AMD shoots up as Q1 results, guidance top estimates. (01:22) Apple ( AAPL ) to pay $250M to settle shareholder lawsuit over Siri AI delays. (02:50) This is an abridged transcript. McDonald's ( MCD ) is adding six new crafted beverages to its menu today and a new position to make sure it’s made right. The beverage specialist will be focused on making the new more complex drinks. It includes three refreshers. Customers can choose from mango pineapple flavor with strawberry boba, blackberry passion fruit with freeze-dried dragon fruit, and a strawberry watermelon option. In addition, three crafted sodas are being added to the menu. The crafted soda is a fountain drink enhanced with flavored syrups and cold foam. Sprite Berry Blast will have blue raspberry syrup. The Orange Dream resembles a Creamsicle. And the Dirty Dr Pepper is a classic Dr Pepper with vanilla flavor. Each topped with cold foam. The new lineup will be closely watched by rivals such as Starbucks ( SBUX ), Taco Bell ( YUM ), Dutch Bros. ( BROS ), and Dunkin' looking to protect their market share. The updated drink menu reflects McDonald's ( MCD ) push into higher-margin, customizable drinks that can attract younger consumers and create more traffic beyond lunch and dinner. AMD ( AMD ) is up 18% in early trading after reporting first-quarter results and guidance that topped Wall Street's forecast. Shares have gained more than 60% in the past month and more than 250% in the past 12 months amid investor enthusiasm about artificial intelligence spending. For the period ending March 28, AMD said it earned an adjusted $1.37 per share as revenue rose 38% year-over-year to $10.25B. Analysts had expected the company to earn $1.28 on revenues of $9.89B for the entire quarter. AMD said it expects...
Hong Kong police have launched an investigation after a man and a woman were found dead in a flat at a Sau Mau Ping public housing estate on Wednesday afternoon. Police received a report at about 4.10pm from a man who suspected his brother had taken his own life inside a flat at Tat Yan House, Po Tat Estate. Firefighters forced entry into the flat and found a man, believed to be in his 70s, and a ...
Hong Kong police have launched an investigation after a man and a woman were found dead in a flat at a Sau Mau Ping public housing estate on Wednesday afternoon. Police received a report at about 4.10pm from a man who suspected his brother had taken his own life inside a flat at Tat Yan House, Po Tat Estate. Firefighters forced entry into the flat and found a man, believed to be in his 70s, and a woman unconscious inside. Paramedics later certified both dead at the scene. Police said one of the...
Market Snapshot S&P 500 futures 7,352.25 +0.9% Nasdaq 100 futures 28,569.00 +1.5% US 10-year Treasury yield 4.34% -0.09 WTI crude oil futures $92.22 -9.8% Korea's Kospi Index 7,384.56 +6.5% Market data as of 06:50 AM ET. Data is subject to provider delays. Five things you need to know Tech stocks are surging as earnings and funding deals show AI investment continuing at a relentless pace. Samsung ...
Market Snapshot S&P 500 futures 7,352.25 +0.9% Nasdaq 100 futures 28,569.00 +1.5% US 10-year Treasury yield 4.34% -0.09 WTI crude oil futures $92.22 -9.8% Korea's Kospi Index 7,384.56 +6.5% Market data as of 06:50 AM ET. Data is subject to provider delays. Five things you need to know Tech stocks are surging as earnings and funding deals show AI investment continuing at a relentless pace. Samsung rallied 14% and the Kospi surpassed 7,000. Oil futures plunged almost 10% on an Axios report about peace talks between Washington and Tehran. Trump also dropped a short-lived effort to help stranded ships exit the Strait of Hormuz. A sudden rally in the Japanese yen sparked speculation that currency officials intervened in the market. Stack Infrastructure, a data center firm owned by Blue Owl, is considering options including a sale of its Asia operations, according to people familiar with the matter. A deal might be valued at over $30 billion . US gas prices topped $4.50 a gallon for the first time since July 2022. Nvidia is tech’s big laggard This earnings season has delivered plenty of good news for the artificial intelligence trade. But that’s not true for Nvidia shares . The stock closed at a record high on April 27, but has fallen 9% over the past six sessions. Looking back further, its 5% gain this year makes it the worst performer in the Philadelphia semiconductor index, which has jumped 55%. What’s going on? Even as tech giants pledge to spend more on computing gear, Nvidia’s grip on the AI processor market is seen as under threat from other chipmakers as well as its biggest customers. Alphabet said last week it would offer its tensor processing unit, or TPU, chips to select customers for use in their own data centers. Amazon’s line of custom AI chips has more than $225 billion in revenue commitments and it has a multi-billion dollar pledge from Meta. Intel is benefiting from AI growth and Qualcomm is also making headway in the data center market. “The problem with...
Brasil2/iStock via Getty Images Foreign energy stocks are quietly building one of the stronger Quant cases in the market right now, with eight of the top ten names on this list earning Strong Buy designations. The rankings cut across integrated oil majors, tanker operators, and offshore drillers, suggesting the bullish signal is less about one corner of energy and more about the sector broadly. At...
Brasil2/iStock via Getty Images Foreign energy stocks are quietly building one of the stronger Quant cases in the market right now, with eight of the top ten names on this list earning Strong Buy designations. The rankings cut across integrated oil majors, tanker operators, and offshore drillers, suggesting the bullish signal is less about one corner of energy and more about the sector broadly. At the top sits Petrobras ( PBR ) with a near-perfect Quant score of 4.97, continuing its run as one of the highest-rated large-cap energy stocks globally on valuation and profitability metrics. European majors Eni ( E ) and Neste ( NTOIY ) follow closely, reflecting strong cash generation and dividend appeal at current oil prices, a theme that also runs through Repsol ( REPYY ) and the tanker trio of Frontline ( FRO ), Okeanis Eco Tankers ( ECO ), and DHT Holdings ( DHT ), where tight crude shipping markets continue to support elevated earnings. The two outliers at the bottom, Equinor ( EQNR ) and BP ( BP ), both Hold-rated at 3.48, serve as a reminder that even within a broadly bullish foreign energy universe, scale and transition-related spending can weigh on the quantitative case. Seeking Alpha’s Quant Rating system grades stocks based on their performance across key quantitative measures, including valuation, growth, stock momentum, and profitability. Ratings are given on a scale from 1 to 5, with any score of 3.5 or above considered a bullish rating and any score of 2.5 or below considered a bearish rating. Here is the list: Petróleo Brasileiro S.A. - Petrobras ( PBR ), Quant Rating: 4.97 Eni S.p.A. ( E ), Quant Rating: 4.93 Neste Oyj ( NTOIY ), Quant Rating: 4.92 Repsol, S.A. ( REPYY ), Quant Rating: 4.89 Frontline plc ( FRO ), Quant Rating: 4.85 Okeanis Eco Tankers Corp. ( ECO ), Quant Rating: 4.83 DHT Holdings, Inc. ( DHT ), Quant Rating: 4.81 Transocean Ltd. ( RIG ), Quant Rating: 4.71 Equinor ASA ( EQNR ), Quant Rating: 3.48 BP p.l.c. ( BP ), Quant Rating: 3.48 Mor...
Owners of some iPhones are in line to get cash payments of up to $95 from Apple after the company on Tuesday reached a $250 million settlement in a class-action lawsuit for false advertising of its artificial intelligence capabilities. The company has been scrambling to keep up with tech rivals amid the AI boom but still hasn't delivered on the Siri revamp two years later. The lawsuit, filed on be...
Owners of some iPhones are in line to get cash payments of up to $95 from Apple after the company on Tuesday reached a $250 million settlement in a class-action lawsuit for false advertising of its artificial intelligence capabilities. The company has been scrambling to keep up with tech rivals amid the AI boom but still hasn't delivered on the Siri revamp two years later. The lawsuit, filed on behalf of U.S. consumers in the San Francisco federal court for the Northern District of California, alleged that Apple deceived consumers with a marketing campaign that promoted features that did not yet exist and misled them into buying the devices.
PM Images/DigitalVision via Getty Images The U.S. new home market has largely recovered from the disruption of January 2026's blizzards . Political Calculations' initial estimate of the total value of new home sales in the United States during February and March 2026, as measured by a time-shifted, partial twelve-month trailing average, is $28.45 billion and $28.24 billion, respectively, which are...
PM Images/DigitalVision via Getty Images The U.S. new home market has largely recovered from the disruption of January 2026's blizzards . Political Calculations' initial estimate of the total value of new home sales in the United States during February and March 2026, as measured by a time-shifted, partial twelve-month trailing average, is $28.45 billion and $28.24 billion, respectively, which are both up from January 2026's first estimate of $27.37 billion. Overall, the time-shifted, trailing twelve-month average of new home sales in the U.S. is holding fairly steady. The annualized total number of new home sales has ranged between 671,000 and 684,000 since January 2024. New home prices, however, have been on a rising trend since bottoming in September 2024. The time-shifted, trailing twelve-month average sale price of a new home in the U.S. has risen from $502,525 in September 2024 to $522,950 in March 2026. The average remains below the peak of $529,692 recorded for June 2022. The following charts present the U.S. new home market capitalization , the number of new home sales , and their average sale prices as measured by their time-shifted, trailing twelve-month averages from January 1976 through March 2026. Steady trend for new home sales: Rising trend for new home prices: We'll take a separate look at the relative affordability of new homes in the near future. References U.S. Census Bureau. New Residential Sales Historical Data. Houses Sold. [ Excel Spreadsheet ]. Accessed 5 May 2026. U.S. Census Bureau. New Residential Sales Historical Data. Median and Average Sale Price of Houses Sold. [ Excel Spreadsheet ]. Accessed 5 May 2026. Original Post Editor's Note: The summary bullets for this article were chosen by Seeking Alpha editors.
Disney press release ( DIS ): Q2 Non-GAAP EPS of $1.57 beats by $0.07 . Revenue of $25.17B (+6.7% Y/Y) beats by $320M . Fiscal 2026 outlook: •We expect fiscal 2026 adjusted EPS growth of approximately 12%, excluding the impact of the 53rd week. •We expect fiscal 2026 adjusted EPS growth of approximately 16%, including the impact of the 53rd week. •We are targeting at least $8 billion in share repu...
Disney press release ( DIS ): Q2 Non-GAAP EPS of $1.57 beats by $0.07 . Revenue of $25.17B (+6.7% Y/Y) beats by $320M . Fiscal 2026 outlook: •We expect fiscal 2026 adjusted EPS growth of approximately 12%, excluding the impact of the 53rd week. •We expect fiscal 2026 adjusted EPS growth of approximately 16%, including the impact of the 53rd week. •We are targeting at least $8 billion in share repurchases in fiscal 2026. •We expect Q3 total segment operating income of approximately $5.3 billion. •Current demand at our domestic parks and resorts is healthy. However, we are mindful of the macroeconomic uncertainty consumers are facing today. Shares +8% PM. More on Disney Disney: Take A 'Wait And See' Approach Ahead Of Earnings Disney And Netflix: Both Names Look Attractive Disney: Succession Plan Underway Disney Q2 earnings on deck: New CEO Josh D'Amaro to steal spotlight May the fourth at the box office: from $2B highs to Solo lows