PM accused of dragging heels on forcing tech firms to block transmission of nude photos on children’s phones Internet safety and children’s rights campaigners say they have been frustrated for months by Keir Starmer’s lack of leadership on blocking child abuse images on children’s phones, speaking out after Jess Phillips resigned from the government saying she was tired of seeing “opportunities fo...
PM accused of dragging heels on forcing tech firms to block transmission of nude photos on children’s phones Internet safety and children’s rights campaigners say they have been frustrated for months by Keir Starmer’s lack of leadership on blocking child abuse images on children’s phones, speaking out after Jess Phillips resigned from the government saying she was tired of seeing “opportunities for progress stalled and delayed”. The influential Labour politician was one of four ministers who quit on Tuesday and joined more than 80 MPs to have called for the prime minister to go. Continue reading...
OpenAI has agreed to cap the total revenue it shares with Microsoft Corp (NASDAQ:MSFT) at $38 billion through 2030, down sharply from a prior arrangement that could have generated as much as $135 billion in cumulative payments for the software giant, according to people familiar with the...
OpenAI has agreed to cap the total revenue it shares with Microsoft Corp (NASDAQ:MSFT) at $38 billion through 2030, down sharply from a prior arrangement that could have generated as much as $135 billion in cumulative payments for the software giant, according to people familiar with the...
Shiseido Company press release ( SSDOY ): Q1 net sales of ¥232B (+3.7% Y/Y). Core operating profit of ¥13B. More on Shiseido Company Top and bottom quant-rated midcap consumer staple stocks after latest quarterly results Seeking Alpha’s Quant Rating on Shiseido Company Historical earnings data for Shiseido Company Dividend scorecard for Shiseido Company Financial information for Shiseido Company
Shiseido Company press release ( SSDOY ): Q1 net sales of ¥232B (+3.7% Y/Y). Core operating profit of ¥13B. More on Shiseido Company Top and bottom quant-rated midcap consumer staple stocks after latest quarterly results Seeking Alpha’s Quant Rating on Shiseido Company Historical earnings data for Shiseido Company Dividend scorecard for Shiseido Company Financial information for Shiseido Company
sharply_done/E+ via Getty Images Matador Resources ( MTDR ) up 1.4% in Tuesday's trading as Truist upgraded the oil and gas company to Buy from Hold with a $67 price target, raised from $60, believing the shares at current levels represent an attractive entry for small-to-midcap leverage following strong Q1 earnings to "the best basin in the Lower 48 with strong inventory depth, a growing base div...
sharply_done/E+ via Getty Images Matador Resources ( MTDR ) up 1.4% in Tuesday's trading as Truist upgraded the oil and gas company to Buy from Hold with a $67 price target, raised from $60, believing the shares at current levels represent an attractive entry for small-to-midcap leverage following strong Q1 earnings to "the best basin in the Lower 48 with strong inventory depth, a growing base dividend, and an aligned management team." Matador ( MTDR ) stands out as having built a formidable Delaware Basin position that now stands at 212.5K net acres with ~1,600 gross locations, providing an attractive 12 years of inventory depth, among the highest of oily smid-caps and warranting a higher multiple, alongside a 17.3K net acre position in the Haynesville/Cotton Valley, Truist analyst Gabe Daoud said. On Matador's ( MTDR ) Q1 earnings conference call , management said the company will remain patient with the potential to accelerate some TILs this year given efficiencies, but otherwise it will continue with its "profitable growth at a measured pace" mantra, while noting continued progress in Q1 by leveraging electric and hybrid-electric fracturing fleets, increased simul- and trimul-fracs, increased water recycling, and operational AI-integration maintaining well cost guidance of $785-$805/ft, among the lowest in the Delaware Basin. More on Matador Resources Matador Resources Q1 2026 Earnings Call Presentation Matador Resources: 78 Insider Buys, Zero Sells, 4x EV/EBITDA Matador Resources: The Market Is Not Perceiving The Full Valuation
CME Launching Futures Market For AI Compute US derivatives exchange CME Group and index provider Silicon Data have teamed up to create a futures market for computing power, a key source driving the AI boom. Bloomberg reports that the futures will help traders, financial firms, AI builders and cloud providers manage volatility and price swings . Indexes from market-intelligence firm Silicon Data wi...
CME Launching Futures Market For AI Compute US derivatives exchange CME Group and index provider Silicon Data have teamed up to create a futures market for computing power, a key source driving the AI boom. Bloomberg reports that the futures will help traders, financial firms, AI builders and cloud providers manage volatility and price swings . Indexes from market-intelligence firm Silicon Data will help underpin the products. The project is still pending regulatory review. “As the backbone of the digital economy, compute is the new oil of the 21st century,” CME CEO Terry Duffy said in the statement. “Every AI model trained, every transaction cleared and every byte of data processed runs on compute, which is becoming a fast-emerging asset class in its own right.” CME’s addition of compute futures signals a broader shift to make the asset tradable like other commodities . Creating a futures market can help make the costs more transparent and raise overall market efficiency. Computing power, better known as "compute", has seen soaring demand as AI companies use it to power their systems. BlackRock CEO Larry Fink said last week that a new asset class will likely be buying futures of compute given the shortage and high demand. Futures contracts, which give investors the ability to bet on the future value of a commodity such as oil or metals at a certain date, are traded on exchanges such as Chicago-based CME’s, and require a brokerage account that’s approved to trade futures. The need for compute power has been growing as AI technologies have scaled. But until now, it’s been difficult to hedge against price swings and other costs. The index from Silicon Data, which is backed by trading firm DRW Holdings, provides a benchmark for traders and others to follow, giving insight into the cost of goods for those building AI products or in need of graphics processing unit computing power. Silicon Data, founded by former DRW trader Carmen Li, created daily GPU benchmarks for on-...
Acadia Healthcare ( ACHC ) and Centene ( CNC ) were pitched as long ideas by Greenlight's David Einhorn at the Sohn Investment conference in New York City on Tuesday. Einhorn also pitched Fluor Corp. ( FLR ) as a long at the charity conference. The hedge funder also pitched Versant Media ( VSNT ) and Victoria's Secret ( VSCO ) as long ideas at the conference. Greenlight initiated a new medium-size...
Acadia Healthcare ( ACHC ) and Centene ( CNC ) were pitched as long ideas by Greenlight's David Einhorn at the Sohn Investment conference in New York City on Tuesday. Einhorn also pitched Fluor Corp. ( FLR ) as a long at the charity conference. The hedge funder also pitched Versant Media ( VSNT ) and Victoria's Secret ( VSCO ) as long ideas at the conference. Greenlight initiated a new medium-sized position in Versant ( VSNT ), which was recently spun off from Comcast ( CMCSA ) and owns channels like MS Now, CNBC and USA Network, according to Greenlight's Q1 letter viewed by Seeking Alpha last month. "While the legacy cable business faces ongoing cord-cutting, over 60% of its programming is tied to live news and events, which we believe is more resistant to subscriber losses than other entertainment categories," Greenlight wrote last month. Shares of Centene ( CNC ) rose 5%, Acadia Healthcare ( ACHC ) advanced 3.2%, Versant fell 2.8% and Victoria's Secret ( VSCO ) was unchanged, --with reporting by Rob Williams in New York. More on Acadia Healthcare, Centene, etc. Fluor Corporation 2026 Q1 - Results - Earnings Call Presentation Fluor Corporation (FLR) Q1 2026 Earnings Call Transcript Centene: Further Upside Will Require Better Execution Fluor narrows 2026 adjusted EBITDA outlook to $525M-$560M amid Middle East disruption risk Fluor misses Q1 estimates
JD.com Inc. (NASDAQ:JD) is one of the 9 Stocks Big Short’s Michael Burry Is Betting On. On May 5, an SPDB analyst set a target price of HK$135 on JD.com Inc. (NASDAQ:JD) and maintained a Buy rating on the stock. This reflects a 14.5% upside from here on. Michael Burry usually backs stocks for much […]
JD.com Inc. (NASDAQ:JD) is one of the 9 Stocks Big Short’s Michael Burry Is Betting On. On May 5, an SPDB analyst set a target price of HK$135 on JD.com Inc. (NASDAQ:JD) and maintained a Buy rating on the stock. This reflects a 14.5% upside from here on. Michael Burry usually backs stocks for much […]
Alibaba Group Holding Limited (NYSE:BABA) is one of the 9 Stocks Big Short’s Michael Burry Is Betting On. Since the US government has made it impossible for Chinese companies to buy top-tier Nvidia chips, Alibaba has tackled this issue by using local alternatives, positioning itself as a leader in China’s rush to build and own […]
Alibaba Group Holding Limited (NYSE:BABA) is one of the 9 Stocks Big Short’s Michael Burry Is Betting On. Since the US government has made it impossible for Chinese companies to buy top-tier Nvidia chips, Alibaba has tackled this issue by using local alternatives, positioning itself as a leader in China’s rush to build and own […]
Earnings Call Insights: Figure Technology Solutions (FIGR) Q1 2026 Management View “Q1 '26 continued our impressive financial performance with again over 110% consumer loan marketplace growth and roughly 50% adjusted EBITDA margins, putting us at a Rule of 140 versus benchmark of 40,” said Michael Tannenbaum (CEO & Director), adding, “Revenue was up 92% and adjusted EBITDA margin at 50%.” Michael ...
Earnings Call Insights: Figure Technology Solutions (FIGR) Q1 2026 Management View “Q1 '26 continued our impressive financial performance with again over 110% consumer loan marketplace growth and roughly 50% adjusted EBITDA margins, putting us at a Rule of 140 versus benchmark of 40,” said Michael Tannenbaum (CEO & Director), adding, “Revenue was up 92% and adjusted EBITDA margin at 50%.” Michael Tannenbaum (CEO & Director) said partner expansion and product mix were key drivers: “We added 80 new partners, the most ever,” and “our business purpose product highlighted by the SMB channel, continued its very rapid expansion with volume at almost $60 million this quarter.” Michael Tannenbaum (CEO & Director) pointed to depository traction and cited one named onboarding: “Highlighting this is the recent onboarding of Flagstar Bank, a large regional depository and now the largest bank originator on our marketplace to date. We're currently in the final stages of implementation.” On first liens, Michael Tannenbaum (CEO & Director) said, “first lien volume now accounts for 20% of our total, up from 19% last quarter,” and framed unit economics: “while our take rate is lower on first lien volume, the total revenue, contribution margin and EBITDA we earn on each first lien loan is higher as balances are significantly larger.” Minchung Kgil (Chief Financial Officer) summarized scale and profitability: “Our adjusted net revenue for Q1 '26 was $167 million,” “Our GAAP net income for this quarter was $45 million,” and “Adjusted EBITDA was $83 million.” Michael Cagney (Co-Founder & Executive Chairman) positioned the company beyond HELOCs: “Figure is not a HELOC company. Figure is a company building a capital market ecosystem native to blockchain,” and described monetization as “we make money running the marketplace, which is Connect, the bridge to DeFi, which is Forge and DART, DeFi itself.” Outlook Minchung Kgil (Chief Financial Officer) introduced a new guidance practice and gave ...
Coloplast A/S press release ( CLPBF ): Q2 EPS was -DKK4.31. Revenue of DKK7.08B. More on Coloplast A/S Seeking Alpha’s Quant Rating on Coloplast A/S Historical earnings data for Coloplast A/S
Coloplast A/S press release ( CLPBF ): Q2 EPS was -DKK4.31. Revenue of DKK7.08B. More on Coloplast A/S Seeking Alpha’s Quant Rating on Coloplast A/S Historical earnings data for Coloplast A/S
Getty Images Introduction The truth is that you don't know what is going to happen tomorrow. The market will fluctuate. Peter Lynch, One Up On Wall Street On Thursday, The Trade Desk ( TTD ) probably dropped its worst quarter ever. The stock initially dropped about 14% in after-hours and closed Thursday's session down 8% at $23.49. The stock is down 85% from its high. Data by YCharts I might have ...
Getty Images Introduction The truth is that you don't know what is going to happen tomorrow. The market will fluctuate. Peter Lynch, One Up On Wall Street On Thursday, The Trade Desk ( TTD ) probably dropped its worst quarter ever. The stock initially dropped about 14% in after-hours and closed Thursday's session down 8% at $23.49. The stock is down 85% from its high. Data by YCharts I might have found the reason why The Trade Desk underperforms and cannot really communicate it that straightforwardly. Let's dive in. The Numbers Revenue came in at $689 million, up 11.7% year over year, beating the consensus of $678.7 million by about 1.5%. A beat is a beat, but the growth rate is the slowest since the IPO, with the exception of the first full quarter of the COVID pandemic. Fiscal Non-GAAP EPS was $0.28, missing the consensus of $0.32 by about $0.04. GAAP net income was $40 million, or $0.08 per diluted share, down about 20% year over year. Adjusted net income was $134 million. Adjusted EBITDA was $206 million, a 30% margin, down from the mid-30s a year ago. Q1 is always the seasonally lowest margin quarter (always remember that), so part of this is just the calendar. Within the costs, operating expenses were up 10.8%. Seeking Alpha I saw some pointing out that the costs for platform operations were up "unsustainably." And yes, they grew 27% YoY (from $143M to $182M). But that's a long-term investment in self-owned data centers and AI infrastructure. That's also the main driver of the EBITDA margin compression we saw this quarter. All in all, I think it's good that the company invests in its own data centers and AI infrastructure, so I don't have a problem with the margin compression as long as it's not outrageous, which this was not. The real question is whether the investment will pay off in reaccelerating revenue. So far, it hasn't, but often, these things need time. Free cash flow was excellent: $276 million on $392 million of operating cash flow. The free cash fl...