Counterpoint Research highlighted shifting smartphone industry dynamics in the first quarter of 2026, with premium devices gaining share, top models concentrating demand, and Original Equipment Manufacturers (OEMs) adjusting strategies amid cost pressures. Apple Leads As Premium Demand Strengthens Apple Inc.’s iPhone 17 emerged as the world’s best-selling smartphone in the first quarter of 2026, c...
Counterpoint Research highlighted shifting smartphone industry dynamics in the first quarter of 2026, with premium devices gaining share, top models concentrating demand, and Original Equipment Manufacturers (OEMs) adjusting strategies amid cost pressures. Apple Leads As Premium Demand Strengthens Apple Inc.’s iPhone 17 emerged as the world’s best-selling smartphone in the first quarter of 2026, capturing a 6% share of global unit sales, Counterpoint noted on Monday. The iPhone 17 Pro Max and iP
ON Semiconductor ( ON ) has launched a private offering of $1.3B in convertible senior notes due 2031 to qualified institutional buyers, the company announced on Wednesday. The company also expects to grant to the initial purchasers of the notes an option to purchase, within a 13-day period beginning on, and including, the date on which the notes are first issued, up to an additional $200M aggrega...
ON Semiconductor ( ON ) has launched a private offering of $1.3B in convertible senior notes due 2031 to qualified institutional buyers, the company announced on Wednesday. The company also expects to grant to the initial purchasers of the notes an option to purchase, within a 13-day period beginning on, and including, the date on which the notes are first issued, up to an additional $200M aggregate principal amount of the notes. More on ON Semiconductor ON Semiconductor Corporation 2026 Q1 - Results - Earnings Call Presentation ON Semiconductor Corporation (ON) Q1 2026 Earnings Call Transcript ON Semiconductor: Chip Stocks' Parabolic Rise Draws Concerns Onsemi produces strong guidance after reaching inflection point: analysts Bloom Energy is the best performing large cap stock in April
winhorse/iStock Unreleased via Getty Images Introduction With the recent Q1 (2026) earnings release on April 29th, a lot has happened for Luckin Coffee ( LKNCY ) in this past period. Three areas in particular seem to tell the direction Luckin is heading in the next few quarters: Q1 results, the first-ever share repurchase program, and the Blue Bottle deal. Overall, I believe Luckin's structural mo...
winhorse/iStock Unreleased via Getty Images Introduction With the recent Q1 (2026) earnings release on April 29th, a lot has happened for Luckin Coffee ( LKNCY ) in this past period. Three areas in particular seem to tell the direction Luckin is heading in the next few quarters: Q1 results, the first-ever share repurchase program, and the Blue Bottle deal. Overall, I believe Luckin's structural moat and competitive positioning remain strong. However, I believe underlying financials will need to strengthen somewhat soon to prove that the business model is profitable. So for now, I stand with my original rating that Luckin is a BUY. Recent Performance In Q1, revenue came in at RMB 11,995.5 million (~$1.754 billion USD), surpassing expectations by 3.58%. New store expansion was the primary driver of the revenue beat, with 2,548 new stores added since last quarter, bringing the total to 33,596 stores. 11,789 of these are partnership stores, which saw a notable 44.9% increase in revenue YoY, accounting for a quarter of total net revenue. Customer retention was sustained while international store openings continued (13 in Malaysia, 3 in the US, and 1 in Singapore). Author's Data That seems to be the end of the good news financially. Major concerns focused on same-store sales growth and margins. Same-Store Sales Growth Q1 same-store sales growth came in at -0.1% , breaking the four-quarter streak of positive figures. There are numerous, overlapping explanations for the turnaround in same-store sales growth. I believe none of these explanations indicate long-term issues stemming from slowing consumer demand. Luckin Press Release One explanation is store cannibalization. Rapid store expansion (as in Luckin's case) means store traffic per unit falls as customers who typically visit one store start going to other locations nearby. Cannibalization risk is especially elevated for Luckin given its app-only model. Since the app routes customers to the nearest location, there is no...
Oracle’s chart has flipped from broken to breaking out, and the fundamentals underneath the move say this trajectory will continue rather than fade. Oracle (NYSE:ORCL) has rallied 24% in the past month and trades around $185, recovering from a post-earnings low of $138.09 on the back of contracted backlog visibility that very few large-cap technology ... Oracle Stock’s Breakout Is Real and the Lon...
Oracle’s chart has flipped from broken to breaking out, and the fundamentals underneath the move say this trajectory will continue rather than fade. Oracle (NYSE:ORCL) has rallied 24% in the past month and trades around $185, recovering from a post-earnings low of $138.09 on the back of contracted backlog visibility that very few large-cap technology ... Oracle Stock’s Breakout Is Real and the Long-Term AI Infrastructure Case Is Only Getting Stronger
Microsoft (NASDAQ:MSFT) is the easiest large-cap decision a retirement portfolio will make this year, with shares trading at a forward P/E of 22 while the AI business compounds at triple digits and a contracted backlog underwrites years of revenue. The pullback to around $411 from the 52-week high of $552.45 hands long-term buyers a discounted ... 3 Reasons Why Microsoft Stock Looks Cheap and Has ...
Microsoft (NASDAQ:MSFT) is the easiest large-cap decision a retirement portfolio will make this year, with shares trading at a forward P/E of 22 while the AI business compounds at triple digits and a contracted backlog underwrites years of revenue. The pullback to around $411 from the 52-week high of $552.45 hands long-term buyers a discounted ... 3 Reasons Why Microsoft Stock Looks Cheap and Has a Strong Buy Case
Canadian Utilities press release ( CDUAF ): Q1 GAAP EPS of C$0.89. More on Canadian Utilities Limited Canadian Utilities Limited 2025 Q4 - Results - Earnings Call Presentation Canadian Utilities Limited (CU:CA) Q4 2025 Earnings Call Transcript Historical earnings data for Canadian Utilities Limited Dividend scorecard for Canadian Utilities Limited Financial information for Canadian Utilities Limit...
Canadian Utilities press release ( CDUAF ): Q1 GAAP EPS of C$0.89. More on Canadian Utilities Limited Canadian Utilities Limited 2025 Q4 - Results - Earnings Call Presentation Canadian Utilities Limited (CU:CA) Q4 2025 Earnings Call Transcript Historical earnings data for Canadian Utilities Limited Dividend scorecard for Canadian Utilities Limited Financial information for Canadian Utilities Limited
spawns/E+ via Getty Images Alkermes Overview When I last wrote about Alkermes ( ALKS ) in early January this year, the thesis was based on the clinical data from Vibrance-2 and the pending transaction with Avadel; Alkermes was transitioning away from being dependent upon royalties and manufacturing and toward becoming an integrated neuroscience company with real opportunities within sleep medicine...
spawns/E+ via Getty Images Alkermes Overview When I last wrote about Alkermes ( ALKS ) in early January this year, the thesis was based on the clinical data from Vibrance-2 and the pending transaction with Avadel; Alkermes was transitioning away from being dependent upon royalties and manufacturing and toward becoming an integrated neuroscience company with real opportunities within sleep medicine. Four months later, it is even more clear. The Avadel acquisition has been completed, LUMRYZ is part of Alkermes' commercial product offerings, and alixorexton is in phase 3 development. I wanted to reassess that thesis now that investors are able to see what the combined entity looks like. In my opinion the market continues to view Alkermes very narrowly as simply a mature CNS commercial company and not as a company that uses its psychiatry and addiction portfolio to support a sleep medicine platform. My main question isn't whether Alkermes can plausibly make this transition but whether the initial financial results, LUMRYZ integration, and development path for alixorexton show evidence that the transition is already happening. Alkermes Q1 Earnings The first quarter of 2026 provided the first look at Alkermes after the Avadel acquisition closed. Revenue was $392.9 million for the quarter. During Q1 2025, the company reported $306.5 million in quarterly revenue. Net sales from proprietary products (i.e., products owned and developed by Alkermes) rose to $338.1 million during Q1 2026 versus $244.5 million in Q1 2025. VIVITROL generated $112.4 million in net sales, while ARISTADA generated $93.8 million, LYBALVI generated $92.4 million, and LUMRYZ generated $39.5 million for the time from Feb. 12 through Mar. 31. Alkermes reported a net loss of $66.5 million using GAAP, as opposed to a net income of $22.5 million in the prior year. However, I believe the accounting profit number does not accurately represent the financial performance of Alkermes during this quarter. Adjusted...
DURHAM, N.C., May 06, 2026 (GLOBE NEWSWIRE) -- Bioventus Inc. (Nasdaq: BVS) ("Bioventus" or the "Company"), a global leader in innovations for active healing, today reported financial results for the three months ended March 28, 2026.
DURHAM, N.C., May 06, 2026 (GLOBE NEWSWIRE) -- Bioventus Inc. (Nasdaq: BVS) ("Bioventus" or the "Company"), a global leader in innovations for active healing, today reported financial results for the three months ended March 28, 2026.
NORTHFIELD, Ill., May 06, 2026 (GLOBE NEWSWIRE) -- Medline Inc. (“Medline” or the “Company”) (Nasdaq: MDLN), the largest provider of medical-surgical (“med-surg”) products and supply chain solutions serving all points of care 3 , today reported its operating results for the three months ended March 28, 2026.
NORTHFIELD, Ill., May 06, 2026 (GLOBE NEWSWIRE) -- Medline Inc. (“Medline” or the “Company”) (Nasdaq: MDLN), the largest provider of medical-surgical (“med-surg”) products and supply chain solutions serving all points of care 3 , today reported its operating results for the three months ended March 28, 2026.
SANTA CLARA, Calif. & CORNING, N.Y., May 06, 2026--NVIDIA (NASDAQ: NVDA) and Corning Incorporated (NYSE: GLW) today announced a multiyear commercial and technology partnership to dramatically expand U.S.-based manufacturing of the advanced optical connectivity solutions needed to power next-generation AI infrastructure.
SANTA CLARA, Calif. & CORNING, N.Y., May 06, 2026--NVIDIA (NASDAQ: NVDA) and Corning Incorporated (NYSE: GLW) today announced a multiyear commercial and technology partnership to dramatically expand U.S.-based manufacturing of the advanced optical connectivity solutions needed to power next-generation AI infrastructure.
At its last meeting on April 29, the Federal Open Market Committee (FOMC) decided to keep the federal funds rate where it has been since December, in the 3.5% to 3.75% range. It came as no surprise to anyone, as inflation has been ticking back up, driven by higher energy costs. And interest rate traders, according to the CME FedWatch poll, do not expect rates to come down this year. Image source: ...
At its last meeting on April 29, the Federal Open Market Committee (FOMC) decided to keep the federal funds rate where it has been since December, in the 3.5% to 3.75% range. It came as no surprise to anyone, as inflation has been ticking back up, driven by higher energy costs. And interest rate traders, according to the CME FedWatch poll, do not expect rates to come down this year. Image source: Getty Images. Continue reading
Tesla stock rose early Wednesday as the electric-vehicle maker recalled 218,868 cars to correct a rearview camera issue. Tesla shares were up 0.4% at $390.80, while and futures were up 0.8% and 0.9%, respectively. Benchmark oil prices were down 8% at just over $101 per barrel in early trading.
Tesla stock rose early Wednesday as the electric-vehicle maker recalled 218,868 cars to correct a rearview camera issue. Tesla shares were up 0.4% at $390.80, while and futures were up 0.8% and 0.9%, respectively. Benchmark oil prices were down 8% at just over $101 per barrel in early trading.
Source: Image created by Jester AI. Advanced Micro Devices (NASDAQ: AMD) jumped 17% in pre-market trading after beating expectations in the first quarter of fiscal 2026 – on a day when chip stocks pushed the S&P 500 and Nasdaq to new record highs. The chipmaker – beating the S&P 500 by 55% since its 2024 Stock Advisor recommendation by Team Rule Breakers – saw revenue surge 38% in the quarter year...
Source: Image created by Jester AI. Advanced Micro Devices (NASDAQ: AMD) jumped 17% in pre-market trading after beating expectations in the first quarter of fiscal 2026 – on a day when chip stocks pushed the S&P 500 and Nasdaq to new record highs. The chipmaker – beating the S&P 500 by 55% since its 2024 Stock Advisor recommendation by Team Rule Breakers – saw revenue surge 38% in the quarter year over year (YOY), with non-GAAP earnings per share (EPS) up 43%. Arista Networks (NYSE: ANET) – recommended by both Team Hidden Gems and Team Rule Breakers – beat its own Q1 revenue guidance with a 35% YOY increase, with non-GAAP EPS up 32%. Operating cash flow in the period soared 164% YOY to reach $1.69 billion. How did the market react to such a solid quarter? With a 9% fall in early trading. Continue reading
Atco press release ( ACLLF ): Q1 Non-GAAP EPS of $1.47. First quarter 2026 earnings attributable to Class I non-voting and Class II voting shares reported in accordance with International Financial Reporting Standards (IFRS earnings) were $152 million ($1.35 per share), which were $8 million ($0.07 per share) higher compared to $144 million ($1.28 per share) in the first quarter of 2025. More on A...
Atco press release ( ACLLF ): Q1 Non-GAAP EPS of $1.47. First quarter 2026 earnings attributable to Class I non-voting and Class II voting shares reported in accordance with International Financial Reporting Standards (IFRS earnings) were $152 million ($1.35 per share), which were $8 million ($0.07 per share) higher compared to $144 million ($1.28 per share) in the first quarter of 2025. More on ATCO ATCO Ltd. 2025 Q4 - Results - Earnings Call Presentation ATCO Ltd. (ACO.X:CA) Q4 2025 Earnings Call Transcript Historical earnings data for ATCO Dividend scorecard for ATCO Financial information for ATCO
Markets rally as US president announces ‘short’ pause to operation escorting ships through strait of Hormuz Business live – latest updates Oil prices have fallen below $100 and stock markets rose as Donald Trump touted “great progress” towards a “final agreement” with Iran, and Tehran indicated it was ready to reopen the strait of Hormuz. The US president said he would briefly pause his “Project F...
Markets rally as US president announces ‘short’ pause to operation escorting ships through strait of Hormuz Business live – latest updates Oil prices have fallen below $100 and stock markets rose as Donald Trump touted “great progress” towards a “final agreement” with Iran, and Tehran indicated it was ready to reopen the strait of Hormuz. The US president said he would briefly pause his “Project Freedom” operation escorting ships through the strait, which carries about a fifth of the world’s oil supplies but has been blockaded by Iran since late February, triggering a global energy crisis. Continue reading...